Finance Score: -8

Governance Score: 2

Support Score: 9

Accounts filed more than 5 days late: -3 times
Multiple Deficits and declines: -5
No PartB

Good trustee age range: +3
Mainly male board: -1

Large volunteers +3
Overall weighted support: +6

Overall GiG Score: 3

LOWER URE CONSERVATION TRUST

Nature Conservation

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
Income has been volatile and on several occasions in recent years less than spending

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
30/06/23	*	£53	£105	£-52	n/a	n/a	n/a	n/a	n/a	n/a
30/06/22		£248	£182	£65	n/a	n/a	n/a	n/a	n/a	n/a
30/06/21		£173	£128	£45	n/a	n/a	n/a	n/a	n/a	n/a
30/06/20	*	£50	£65	£-15	n/a	n/a	n/a	n/a	n/a	n/a
30/06/19	*	£58	£57	£1	n/a	n/a	n/a	n/a	n/a	n/a
30/06/18		£36	£33	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/17		£31	£28	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/06/16		£27	£57	£-30	n/a	n/a	n/a	n/a	n/a	n/a
30/06/15		£64	£36	£28	n/a	n/a	n/a	n/a	n/a	n/a
30/06/14		£39	£22	£17	n/a	n/a	n/a	n/a	n/a	n/a
30/06/13		£26	£20	£7	n/a	n/a	n/a	n/a	n/a	n/a
30/06/12		£19	£24	£-5	n/a	n/a	n/a	n/a	n/a	n/a
30/06/11		£70	£41	£28	n/a	n/a	n/a	n/a	n/a	n/a
30/06/10		£117	£70	£47	n/a	n/a	n/a	n/a	n/a	n/a
30/06/09		£18	£26	£-8	n/a	n/a	n/a	n/a	n/a	n/a
30/06/08	*	£11	£22	£-11	n/a	n/a	n/a	n/a	n/a	n/a
30/06/07		£9	£19	£-9	n/a	n/a	n/a	n/a	n/a	n/a
30/06/06		£8	£20	£-12	n/a	n/a	n/a	n/a	n/a	n/a
30/06/05		£522	£66	£456	n/a	n/a	n/a	n/a	n/a	n/a
30/06/04		£259	£346	£-86	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 25 years
(27 years as a company)

www.luct.org.uk

luct@luct.org.uk

01765602832

Charity Commission for England and Wales

Tweets

Listed activities

Environment/Conservation/Heritage

GiG Classification

Environment conservation & animal welfare advocacy

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who supports 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.

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Lower Ure Conservation Trust
£249,998	05/06/2023	Ure Connected - engaging people with nature in the Lower Ure valley
DCMS - GRCF2020 Restoring the Swale and Ure Washlands
£66,400	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.
National Lottery Heritage Fund - Grant to Lower Ure Conservation Trust
£43,600	18/06/2018	Well Wetlands: Recreating prehistoric wetlands for future generations

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 35-82

CHRISTOPHER WILLIAM BOURNE-ARTON Appointed: 1997, Occupation: Farmer/Landowner

DANIEL HEPTINSTALL Appointed: 2022, Occupation: Director

DR HELEN BYRON Appointed: 2018, Occupation: Trustee

RICHARD MICHAEL WELLS Appointed: 2010, Occupation: .

SIMON PHILIP WARWICK Appointed: 1997, Occupation: Landscape Designer

Legal constitution

Charitable company registered in England & Wales on 29/12/1999, number: 1078757
Registered at Companies House on 17/06/1997, number: 03387973

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
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; AR23: 106 days late, AR20: 10 days late, AR19: 47 days late, AR08: 63 days late,

Main office

SHAROW GRANGE
SHAROW
RIPON
HG4 5BN

Objectives

1. TO ACQUIRE BY PURCHASE LEASE OR OTHERWISE LAND AT NOSTERFIELD WITHIN THE HAMBLETON DISTRICT OF NORTH YORKSHIRE AND OTHER LAND ANYWHERE WITHIN ENGLAND AND WALES WITH A PREFERENCE FOR SITES PREVIOUSLY USED FOR THE EXTRACTION OF SAND OR GRAVEL OR GENERALLY USED FOR QUARRYING ACTIVITIES TO PROMOTE THE PROTECTION, CONSERVATION AND TO ENHANCE FOR THE EDUCATION AND ENJOYMENT OF THE PUBLIC THE FLORA AND FAUNA AT SUCH SITES AND TO CREATE NATURE RESERVES TO IMPROVE THE ECOLOGY OF SUCH SITES2. TO PROMOTE SUCH OTHER CHARITABLE PURPOSE OR PURPOSES AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION DETERMINE

Defined Area of Benefit:

ENGLAND AND WALES