Finance Score: 0
Governance Score: 9
Support Score: 8
    • Good trustee age range: +3
    • Dynamic board: +3
    • Gender balanced board: +3
    • Overall weighted support: +8
    Overall GiG Score: 17 ?

    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:

    • A significant proportion of recent income was derived from major grant makers
    • 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 £k
    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£1,4469.52815
    31/03/22£1,744£1,656£88£231£1,717£1,3489.826399
    31/03/21£1,730£1,603£127£229£1,629£1,3239.925134
    31/03/20£1,734£1,789£-55£273£1,502£1,198832123
    31/03/19£1,671£1,613£58£272£1,558£1,3299.922390
    31/03/18£1,535£1,515£20£210£1,499£1,37710.9250
    31/03/17£1,774£1,264£510£204£1,479£1,41113.4240
    31/03/16£1,057£930£127£201£969£92011.9190
    31/03/15£1,098£699£399£210£842£72912.5140
    31/03/14£1,241£1,116£125£221£443£2602.8140
    31/03/13£880£796£84£183£317£1452.2140
    31/03/12£1,038£1,407£-369£213£233£1121130
    31/03/11£1,899£1,911£-12£237£602£2411.5200
    31/03/10£1,778£1,849£-71£225£615£1811.2180
    31/03/09£1,576£1,539£37£210£686£610.5150
    31/03/08£1,354£1,223£131£252£649£740.7220
    31/03/07£1,551£1,266£285£219£518£1061190
    31/03/06*£1,306£1,135£171n/an/an/an/an/an/a
    31/03/05£700£839£-139n/an/an/an/an/an/a
    31/03/04£1,005£1,017£-12n/an/an/an/an/an/a

    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 ?
    Balance Sheet History
    Established: 28 years

    www.ydmt.org

    info@ydmt.org

    01524251002

    Charity Commission for England and WalesCompanies HouseFacebookInstagramX
    UN SDGs
    ?
    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 supports them? ?

    Donations from Grant Makers ?

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

    Major supporters in last 5 years
    Postcode Earth Trust£1,100,000
    DCMS£247,300
    Garfield Weston Foundation£85,000
    Cumbria Community Foundation£10,000
    Specific Donations
    Amount When
    Months
    To be used for
    Garfield Weston Foundation - Multi-Year Grant (2 Years) award
    £60,000 12/04/2023
    24
    Together for Trees
    Postcode Earth Trust - Regular Grant 2023
    £600,000 07/02/2023
    Regular unrestricted award
    Postcode Earth Trust - Regular Grant 2022
    £500,000 10/02/2022
    Regular unrestricted award
    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 location, sandwiched between the protected landscapes of ....more
    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 retaining a range of jobs. It is open to environmental ....more
    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
    Show more rows

    Data sourced from Donors via 360 Giving

    How is it governed?

    Trustees (12)
    Current Trustees appointed
    Gender Split

    Age Range of Trustees: 26-78
    • EILEEN SPENCER Appointed: 2015, Occupation: Freelance Musician
    • ELOISE BROWN Appointed: 2017, Occupation: Environmental Conservation
    • JONATHAN PAGE Appointed: 2021, Occupation: Lawyer
    • KELSEY ANN WILLIAMSON Appointed: 2021, Occupation: Customer Success Specialist
    • MARK WILLIAM PHILIP CUNLIFFE-LISTER Appointed: 2016, Occupation: Estate Manager
    • NOREEN KHAN Appointed: 2023, Occupation: Director Of Cic
    • REBECCA ELIZABETH MURDOCH Appointed: 2024, Occupation: Chief Information Officer
    • ROWENA HERBERT Appointed: 2024, Occupation: Retired
    • THOMAS PRATT Appointed: 2021, Occupation: Marketing Consultant
    • TRACY ANN LOUISE WALKER Appointed: 2015, Occupation: Agency Manager
    • WILLIAM DOWNS Appointed: 2021, Occupation: Solicitor
    • WILLIAM LEWIS LIFFORD Appointed: 2024, Occupation: Chartered Accountant
    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

    Charity Commission for England and Wales
    360 Giving

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