Finance Score: 0

Governance Score: 9

Support Score: 7

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +7

Overall GiG Score: 16

THE YORKSHIRE DALES MILLENNIUM TRUST

We support the well-being of the Dales. Activities range from conserving the environmental and heritage features making up the landscape to issues as diverse as countryside apprenticeships, supporting local communities, and encouraging sustainable development. Social exclusion, education, and engaging communities in nearby conurbations with the Dales have become a real focus.

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£1,758	£1,827	£-69	£322	£1,641	£1,446	9.5	28	15
31/03/22		£1,744	£1,656	£88	£231	£1,717	£1,348	9.8	26	399
31/03/21		£1,730	£1,603	£127	£229	£1,629	£1,323	9.9	25	134
31/03/20		£1,734	£1,789	£-55	£273	£1,502	£1,198	8	32	123
31/03/19		£1,671	£1,613	£58	£272	£1,558	£1,329	9.9	22	390
31/03/18		£1,535	£1,515	£20	£210	£1,499	£1,377	10.9	25	0
31/03/17		£1,774	£1,264	£510	£204	£1,479	£1,411	13.4	24	0
31/03/16		£1,057	£930	£127	£201	£969	£920	11.9	19	0
31/03/15		£1,098	£699	£399	£210	£842	£729	12.5	14	0
31/03/14		£1,241	£1,116	£125	£221	£443	£260	2.8	14	0
31/03/13		£880	£796	£84	£183	£317	£145	2.2	14	0
31/03/12		£1,038	£1,407	£-369	£213	£233	£112	1	13	0
31/03/11		£1,899	£1,911	£-12	£237	£602	£241	1.5	20	0
31/03/10		£1,778	£1,849	£-71	£225	£615	£181	1.2	18	0
31/03/09		£1,576	£1,539	£37	£210	£686	£61	0.5	15	0
31/03/08		£1,354	£1,223	£131	£252	£649	£74	0.7	22	0
31/03/07		£1,551	£1,266	£285	£219	£518	£106	1	19	0
31/03/06	*	£1,306	£1,135	£171	£0	£0	£0	n/a	0	0
31/03/05		£700	£839	£-139	£0	£0	£0	n/a	0	0
31/03/04		£1,005	£1,017	£-12	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 19.3%
Fundraising Costs/Total Spending: 17.6%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 15%
Liabilities/Income: 17%
Unrestricted Funds/Total Funds: 88%
Reserves/Spending: 9.5 months
Net Current Assets/Spending: 7 months
Quick Ratio: 3.9

Asset Split ?

Established: 27 years

www.ydmt.org

info@ydmt.org

01524251002

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities
Provides services
Sponsors or undertakes research

Where it operates

Bradford City, Cumbria, Lancashire, Leeds City, North Yorkshire,

Who it helps

Other Defined Groups
The General Public/Mankind

Who works here?

28 employees
15 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

DCMS	£247,300
Garfield Weston Foundation	£25,000
Cumbria Community Foundation	£10,000
Sport England	£8,200

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Main Grants award
£25,000	04/02/2022	Together for Trees
DCMS - GRCF2021: Deeper Connections - a thriving and connected floodplain for people and wildlife
£122,350	21/06/2021	The Long Preston Deeps floodplain covers 765 ha along the River Ribble, it is a priority habitat for wildlife and rare flora with 128 bird species record in 2019. 162 ha is a SSSI. Due to its ....more The Long Preston Deeps floodplain covers 765 ha along the River Ribble, it is a priority habitat for wildlife and rare flora with 128 bird species record in 2019. 162 ha is a SSSI. Due to its location, sandwiched between the protected landscapes of the Yorkshire Dales National Park and the Forest of Bowland AONB, this natural resource is perfectly placed to deliver the aims of the Nature Recovery Network.Deeper Connections will create and restore 10 ha of habitat in line with Lawtons Principles with a focus on wildlife corridors that provide vital nature based solutions but do not qualify for Forestry Commission or Agri-Environment schemes, including:16 habitat schemes - riparian woodlands, hedgerows, protection of wetlands and tributaries. 4.69 ha is ready to deliver.80 landscape trees to combat ash diebackRepair of aqueduct to benefit aquatic species and provide natural flood managementAn estimated 8,000 people will be connected to nature:1,355 people will be inspired through improved access and interpretation, volunteering and events, a further 7,000 through online activity.200 people from under-represented communities will participate in green activities60 farmers will be engaged2.5 green jobs sustained
Sport England - TGC CF People and the DALES
£8,200	15/04/2021 11	This project will deliver a green activities programme including tree planting and hiking to inactive women and girls 16+ over a 12 month period.
DCMS - GRCF2020: Together for Trees
£124,950	11/11/2020	Green Recovery Challenge Fund 2020-21. The wider aim of the scheme is: The Green Recovery Challenge Fund is a short-term competitive fund to kick-start environmental renewal whilst creating and ....more Green Recovery Challenge Fund 2020-21. The wider aim of the scheme is: The Green Recovery Challenge Fund is a short-term competitive fund to kick-start environmental renewal whilst creating and retaining a range of jobs. It is open to environmental charities and their partners to deliver projects in England.The aim of the fund is to support projects that are ready to deliver and focus on nature restoration, nature-based solutions and connecting people with nature, delivering against the goals of the Governments 25 Year Environment Plan (25YEP), whilst helping to sustain and build capacity in the sector.
Cumbria Community Foundation - Match funding
£10,000	17/06/2020 11	Match Funding
Sir George Martin Trust - Grant to Yorkshire Dales Millennium Trust
£2,500	21/11/2019	Core costs for Adult Welfare & Relief of Poverty
National Lottery Heritage Fund - Grant to Yorkshire Dales Millennium Trust
£92,100	12/04/2018	Bee Together Project – connecting communities from Leeds to Lancaster to create pollinator superhighways
National Lottery Heritage Fund - Grant to Yorkshire Dales Millennium Trust
£2,117,900	13/11/2013	Ingleborough Dales Landscape Partnership

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 26-77

JONATHAN PAGE Appointed: 2021, Occupation: Lawyer

NOREEN KHAN Appointed: 2023, Occupation: Director Of Cic

THOMAS PRATT Appointed: 2021, Occupation: Marketing Consultant

WILLIAM DOWNS Appointed: 2021, Occupation: Solicitor

CARL LIS Appointed: 2004, Occupation: Quarry Manager, Other trusteeship: SWINDEN QUARRY TRUST,

EILEEN SPENCER Appointed: 2015, Occupation: Freelance Musician

ELOISE BROWN Appointed: 2017, Occupation: Environmental Conservation

KELSEY ANN WILLIAMSON Appointed: 2021, Occupation: Customer Success Specialist, Other trusteeships: CRAVEN DISTRICT COMMITTEE OF YOUNG FARMERS' CLUBS, UPPER WHARFEDALE YOUNG FARMERS CLUB,

MARK CUNLIFFE-LISTER Appointed: 2016, Occupation: Estate Manager, Other trusteeship: LORD SWINTON'S CHARITABLE TRUST,

THOMAS WHEELWRIGHT Appointed: 2005, Occupation: Retired Surveyor

TRACY ANN LOUISE WALKER Appointed: 2015, Occupation: Agency Manager

Legal constitution

Charitable company registered in England & Wales on 07/04/1997, number: 1061687
Registered at Companies House on 12/08/1996, number: 03236813

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR06: 3 days late,

Main office

Yorkshire Dales Millennium Trust
Clapham
Lancaster
LA2 8DP

Objectives

(1) TO PROTECT AND CONSERVE FOR THE PUBLIC BENEFIT THE AREA KNOWN AS THE YORKSHIRE DALES PRIMARILY BUT NOT EXCLUSIVELY INCLUDING ANY BUILDINGS WHICH ARE OF ARCHITECTURAL,HISTORIC OR EDUCATIONAL MERIT AND ALSO INCLUDING FLORA AND FAUNA OF THE AREA, AND TO FURTHER SUCH OTHER CHARITABLE PURPOSE OR PURPOSES FOR THE BENEFIT OF THE INHABITANTS OF THE YORKSHIRE DALES AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE..(2) TO FURTHER SUCH OTHER CHARITABLE PURPOSE AS OUTLINED AT (1) ABOVE FOR THE PUBLIC BENEFIT IN ANY AREA OR AREAS ADJOINING THE YORKSHIRE DALES AND ELSEWHERE AS THE TRUSTEE SHALL FROM TIME TO TIME DETERMINE.(3) TO FURTHER SUCH CHARITABLE PURPOSES AS OUTLINED IN (1) ABOVE FOR THE PUBLIC BENEFIT IN ANY AREA WITHIN ENGLAND AND WALES WHERE IN THE OPINION OF THE TRUSTEES THE EXPERTISE OF THE CHARITY AND ITS OFFICERS IS REQUIRED.

Defined Area of Benefit:

YORKSHIRE DALES

Data Sources