Finance Score: 11

Governance Score: 5

Support Score: 10

Income diversified: +3
Good reserves management: +3
Strong growth: +2
Fundraising costs low: +3

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

Grant maker support: +10

Overall GiG Score: 26

FRESHWATER HABITATS TRUST

Our mission is to excel in the understanding and conservation of ponds and all freshwater wildlife, securing their future for people to enjoy.

Analysis by Giving is Great

Positives:

Income generation is well diversified
Reserves management has been consistently within official guidelines
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
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 and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

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	£2,847	£2,444	£402	£1	£1,034	£703	3.5	36	150
31/03/22	£1,323	£1,282	£41	£4	£632	£565	5.3	22	150
31/03/21	£1,159	£953	£206	£41	£591	£328	4.1	11	150
31/03/20	£701	£688	£13	£7	£385	£309	5.4	10	355
31/03/19	£700	£811	£-111	£3	£372	£290	4.3	12	1,300
31/03/18	£956	£1,061	£-105	£2	£483	£381	4.3	12	0
31/03/17	£962	£868	£94	£6	£588	£434	6	13	0
31/03/16	£818	£829	£-11	£27	£495	£331	4.8	15	0
31/03/15	£769	£854	£-84	£18	£511	£402	5.7	12	0
31/03/14	£832	£625	£207	£26	£595	£343	6.6	11	0
31/03/13	£686	£615	£72	£28	£388	£240	4.7	10	0
31/03/12	£643	£602	£41	£42	£316	£204	4.1	10	0
31/03/11	£607	£612	£-5	£50	£275	£35	0.7	13	0
31/03/10	£525	£515	£10	£46	£281	£125	2.9	12	0
31/03/09	£575	£496	£78	£67	£270	£148	3.6	12	0
31/03/08	£545	£464	£81	£54	£192	£40	1	9	0
31/03/07	£447	£592	£-145	£0	£0	£0	n/a	0	0
31/03/06	£876	£610	£266	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0.1%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 31%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 68%
Reserves/Spending: 3.5 months
Net Current Assets/Spending: 5 months
Quick Ratio: 1.5

Asset Split ?

Established: 19 years

www.freshwaterhabitats.org.uk

info@freshwaterhabitats.org.uk

01865595505

Charity Commission for England and Wales

Tweets

Listed activities

Environment/Conservation/Heritage

GiG Classification

Land or water management

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
Other Defined Groups

Who works here?

36 employees
150 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

National Lottery Heritage Fund	£756,408
Department for Environment, Food and Rural Affairs	£217,538
Rothschild Foundation	£115,000

Specific Donations

Amount	When Months	To be used for
Rothschild Foundation - Grant to Freshwater Habitats Trust
£115,000	03/07/2023	Expansion of GroWet into Buckinghamshire. A plant conservation and community engagement programme aiming to reverse the decline in rare wetland plants.
National Lottery Heritage Fund - Grant to Freshwater Habitats Trust
£719,908	27/02/2023	#NNF2 River Irfon catchment: Helping communities develop nature networks to protect and restore freshwater biodiversity
Department for Environment, Food and Rural Affairs - WEIF8702-20/21 - Gloucester and the Vale
£7,500	15/05/2020	Defras Catchment Based Approach (CaBA) Policy published in June 2013, defined a framework to encourage the adaptation of an integrated catchment based approach to improving the quality of our water ....more Defras Catchment Based Approach (CaBA) Policy published in June 2013, defined a framework to encourage the adaptation of an integrated catchment based approach to improving the quality of our water environment. Defra has supported civil society organisations to establish and maintain partnerships across Englands catchments.
Department for Environment, Food and Rural Affairs - WEIF7702-20/21 - Thames and South Chilterns
£7,500	15/05/2020	Defras Catchment Based Approach (CaBA) Policy published in June 2013, defined a framework to encourage the adaptation of an integrated catchment based approach to improving the quality of our water ....more Defras Catchment Based Approach (CaBA) Policy published in June 2013, defined a framework to encourage the adaptation of an integrated catchment based approach to improving the quality of our water environment. Defra has supported civil society organisations to establish and maintain partnerships across Englands catchments.
Department for Environment, Food and Rural Affairs - WEIF4602-20/21 - New Forest
£15,000	15/05/2020	Defras Catchment Based Approach (CaBA) Policy published in June 2013, defined a framework to encourage the adaptation of an integrated catchment based approach to improving the quality of our water ....more Defras Catchment Based Approach (CaBA) Policy published in June 2013, defined a framework to encourage the adaptation of an integrated catchment based approach to improving the quality of our water environment. Defra has supported civil society organisations to establish and maintain partnerships across Englands catchments.
Department for Environment, Food and Rural Affairs - PGW0425-CF858 - Bartley and Fletchwood Tributary (£12K allocated for 19/20, £65K for 20/21)
£16,816	01/04/2020	Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment
Department for Environment, Food and Rural Affairs - PGW0468-CF860 - Water and nutrient management in New Forest nurseries project(£20K for 19/20, £72,427.98 for 20/21)
£7,767	01/04/2020	Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment
Department for Environment, Food and Rural Affairs - PGW0504-CF882 - Farmer engagement in the Ock catchment 19/20 £25K, 20/21 £25K
£2,877	01/04/2020	Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment
Department for Environment, Food and Rural Affairs - PGW0468-CF902 - Water and nutrient management in New Forest nurseries project(£20K for 19/20, £72,427.98 for 20/21)
£50,387	01/04/2020	Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment
Department for Environment, Food and Rural Affairs - PGW0425-CF966 - Bartley and Fletchwood Tributary (£12K allocated for 19/20, £65K for 20/21)
£49,594	01/04/2020	Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment
Department for Environment, Food and Rural Affairs - PGW0468-CF975 - Water and nutrient management in New Forest nurseries project(£20K for 19/20, £72,427.98 for 20/21)
£14,269	01/04/2020	Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment
Department for Environment, Food and Rural Affairs - PGW0504-CF1125 - Farmer engagement in the Ock catchment 19/20 £25K, 20/21 £25K
£11,445	01/04/2020	Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment
Department for Environment, Food and Rural Affairs - PGW0538-CF893 - Water Friendly Farming Ph1 (LNA)
£24,000	01/04/2020	Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment
Department for Environment, Food and Rural Affairs - PGW0504-CF790 - Farmer engagement in the Ock catchment 19/20 £25K, 20/21 £25K
£6,361	01/04/2020	Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment
Department for Environment, Food and Rural Affairs - PGW0504-CF819 - Farmer engagement in the Ock catchment 19/20 £25K, 20/21 £25K
£4,020	01/04/2020	Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment
National Lottery Heritage Fund - Grant to Freshwater Habitats Trust
£36,500	08/10/2019	Exploring and restoring Oxford's relic wetlands
Department for Environment, Food and Rural Affairs - Water Friendly Farming 19/20
£24,000	01/04/2019	Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment
Department for Environment, Food and Rural Affairs - Beaulieu Catchment Improvements
£14,500	01/04/2019	Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment
Department for Environment, Food and Rural Affairs - Water and nutrient management in New Forest nurseries project(20K allocated for 19/20, 70K for 20/21)
£9,984	01/04/2019	Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment
Department for Environment, Food and Rural Affairs - Bartley and Fletchwood Tributary (12K allocated for 19/20, 60K for 20/21)
£9,984	01/04/2019	Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment
Department for Environment, Food and Rural Affairs - WEIF 4602 19/20 (NEW FOREST) WFD GRANT PAYMENTS TO CHARITIES
£15,000	01/04/2019	Water Environment Improvement Fund - Catchment Partnership Action Fund (CPAF) 2019/20
Department for Environment, Food and Rural Affairs - WEIF7702-19/20 (RIVER THAME) WFD GRANT PAYMENTS TO CHARITIES
£7,500	01/04/2019	Water Environment Improvement Fund - Catchment Partnership Action Fund (CPAF) 2019/20
Department for Environment, Food and Rural Affairs - WEIF8702-19/20 (GLOUCESTER AND VALE-OCK) WFD GRANT PAYMENTS TO CHARTIES
£7,500	01/04/2019	Water Environment Improvement Fund - Catchment Partnership Action Fund (CPAF) 2019/20
Department for Environment, Food and Rural Affairs - ALB - Environment Agency - Sowley Stream and Pond Improvements 18/19
£6,625	01/04/2018	Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment ....more Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment and deliver other EA objectives
Department for Environment, Food and Rural Affairs - ALB - Environment Agency - THAME AND SOUTH CHILTERNS WFD CRF GRANT PAYMENTS TO CHARITIES
£7,500	01/04/2018	Water Envronment Improvement Fund Hosting for Catchment Partnership for 1819
Department for Environment, Food and Rural Affairs - ALB - Environment Agency - VALE OF WHITE HORSE / GLOUCESTER AND VALE WFD CRF GRANT PAYMENTS TO CHARITIES
£7,500	01/04/2018	Water Envronment Improvement Fund Hosting for Catchment Partnership for 1819
Department for Environment, Food and Rural Affairs - ALB - Environment Agency - Sowley Stream and Pond Improvements 18/19
£8,103	01/04/2018	Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment ....more Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment and deliver other EA objectives
Department for Environment, Food and Rural Affairs - ALB - Environment Agency - Sowley Stream and Pond Improvements 18/19
£10,272	01/04/2018	Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment ....more Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment and deliver other EA objectives
Department for Environment, Food and Rural Affairs - ALB - Environment Agency - NEW FOREST WFD CRF GRANT PAYMENTS TO CHARITIES
£15,000	01/04/2018	Water Envronment Improvement Fund Hosting for Catchment Partnership for 1819
Department for Environment, Food and Rural Affairs - ALB - Environment Agency - Sowley Pond Dredge Feasibility Study 18/19
£17,850	01/04/2018	Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment ....more Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment and deliver other EA objectives
Department for Environment, Food and Rural Affairs - ALB - Environment Agency - Ock Farmer Engagement 18/19
£23,100	01/04/2018	Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment ....more Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment and deliver other EA objectives
Department for Environment, Food and Rural Affairs - ALB - Environment Agency - Water Friendly Farming 18/19
£24,000	01/04/2018	Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment ....more Partnership Grants for England (PG) is a payment mechanism enabling us to provide capital and revenue grants to third sector organisations for projects which protect and enhance the water environment and deliver other EA objectives
Garfield Weston Foundation - Main Grants award
£20,000	29/06/2017	Flagship Ponds
Department for Environment, Food and Rural Affairs - River Ock Catchment Arable Advise
£7,350	01/04/2017	To provide capital and revenue grants to third sector organisations to deliver projects to protect and enhance the water environment and deliver other EA objectives
Department for Environment, Food and Rural Affairs - Thame and South Chilterns
£7,500	01/04/2017	[Placeholder]
Department for Environment, Food and Rural Affairs - Vale of White Horse / Gloucester and Vale
£7,500	01/04/2017	Water Envronment Improvement Fund Catchment Based Approach National Support Group Work Programme 1718
Department for Environment, Food and Rural Affairs - Sowley Stream and Pond Improvements
£8,517	01/04/2017	To provide capital and revenue grants to third sector organisations to deliver projects to protect and enhance the water environment and deliver other EA objectives
Department for Environment, Food and Rural Affairs - New Forest
£15,000	01/04/2017	[Placeholder]
Department for Environment, Food and Rural Affairs - Water Friendly Farming
£24,000	01/04/2017	To provide capital and revenue grants to third sector organisations to deliver projects to protect and enhance the water environment and deliver other EA objectives
Department for Environment, Food and Rural Affairs - Sowley Stream and Pond Improvements
£24,483	01/04/2017	To provide capital and revenue grants to third sector organisations to deliver projects to protect and enhance the water environment and deliver other EA objectives
Department for Environment, Food and Rural Affairs - Water Friendly Farming
£24,950	01/04/2017	To provide capital and revenue grants to third sector organisations to deliver projects to protect and enhance the water environment and deliver other EA objectives

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees:

DR MICHAEL JAMES JEFFRIES Appointed: 2021

KEITH LAWREY Appointed: 2021, Occupation: Lawyer

RUTH REDDING Appointed: 2023

SONIA SHAH Appointed: 2022, Occupation: Treasurer

COLIN BROWN Appointed: 2024, Occupation: Professor, Other trusteeship: BRUNSWICK ORGANIC NURSERIES LTD,

DR EDWARD SYKES (Chair) Appointed: 2018, Occupation: Senior Press Manager

Legal constitution

Charitable company registered in England & Wales on 19/01/2005, number: 1107708
Registered at Companies House on 20/12/2004, number: 05317683

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
Engaging external speakers at charity events 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
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

18 returns made; all on time

Main office

FRESHWATER HABITATS TRUST
BURY KNOWLE HOUSE
NORTH PLACE
HEADINGTON
OXFORD
OX3 9HY

Objectives

3.1 TO ADVANCE PUBLIC EDUCATION IN THE CONSERVATION AND ECOLOGY OF PONDS, WETLANDS, CATCHMENT SYSTEMS AND OTHER WATER HABITATS;3.2 TO PROMOTE FOR PUBLIC BENEFIT THE CONSERVATION AND CREATION OF PONDS, WETLANDS, CATCHMENT SYSTEMS AND OTHER WATER HABITATS, AND THEIR WILDLIFE AND HISTORICAL FEATURES, AND THEIR PRUDENT USE AND ENJOYMENT BY THE PUBLIC, IN PARTICULAR, BUT NOT EXCLUSIVELY, BY:(A) THE PROMOTION AND CONDUCT OF RESEARCH AND THE DISSEMINATION OF THE USEFUL RESULTS THEREOF;(B) THE PROMOTION AND CONDUCT OF ACTIVE CONSERVATION AND CREATION OF PONDS, WETLANDS, CATCHMENT SYSTEMS AND OTHER WATER HABITATS BY LAND OWNERS AND COMMUNITY GROUPS;3.3 SUCH OTHER CHARITABLE PURPOSES AS THE TRUSTEES MAY THING FIT OR SUCH OTHER CHARITABLE OBJECTS AS THE TRUSTEES MAY THINK FIT.

Defined Area of Benefit:

NATIONAL AND OVERSEAS

Data Sources