Finance Score: 8
Governance Score: 5
Support Score: 8
  • Good reserves management: +3
  • Strong growth: +2
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Mainly male board: -1
  • Overall weighted support: +8
Overall GiG Score: 21 ?

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:

  • Reserves management has been consistently within official guidelines
  • There has been strong growth in spending over the last 5 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 £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/24£2,757£2,689£68£7£1,103£9174.140150
31/03/23£2,847£2,444£402£1£1,034£7033.536150
31/03/22£1,323£1,282£41£4£632£5655.322150
31/03/21£1,159£953£206£41£591£3284.111150
31/03/20?£701£688£13£7£385£3095.410355
31/03/18£956£1,061£-105£2£483£3814.3120
31/03/17£962£868£94£6£588£4346130
31/03/16£818£829£-11£27£495£3314.8150
31/03/15£769£854£-84£18£511£4025.7120
31/03/14£832£625£207£26£595£3436.6110
31/03/13£686£615£72£28£388£2404.7100
31/03/12£643£602£41£42£316£2044.1100
31/03/11£607£612£-5£50£275£350.7130
31/03/10£525£515£10£46£281£1252.9120
31/03/09£575£496£78£67£270£1483.6120
31/03/08£545£464£81£54£192£40190
31/03/07£447£592£-145n/an/an/an/an/an/a
31/03/06£876£610£266n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.3%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 19%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 83%
Reserves/Spending: 4.1 months
Net Current Assets/Spending: 5 months
Quick Ratio: 2.3
Asset Split ?
Balance Sheet History
Established: 20 years

www.freshwaterhabitats.org.uk

info@freshwaterhabitats.org.uk

01865595505

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
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 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
National Lottery Heritage Fund£719,908
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 environment. Defra has supported civil society ....more
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 environment. Defra has supported civil society ....more
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 environment. Defra has supported civil society ....more
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(œ20K allocated for 19/20, œ70K 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 (œ12K allocated for 19/20, œ60K 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 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 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 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 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 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 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
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split

Age Range of Trustees: 44-84
  • COLIN BROWN Appointed: 2024, Occupation: Professor
  • DR EDWARD SYKES (Chair) Appointed: 2018, Occupation: Senior Press Manager
  • DR MICHAEL JAMES JEFFRIES Appointed: 2021
  • KEITH LAWREY Appointed: 2021, Occupation: Lawyer
  • NEIL WILLIAMS Appointed: 2024, Occupation: Retired Finance Director
  • SONIA SHAH Appointed: 2022, Occupation: Treasurer
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

Charity Commission for England and Wales
360 Giving

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