Finance Score: -1

Governance Score: -3

Support Score: 4

Accounts filed more than 5 days late: -5 times
Reasonable growth: +1
Fundraising costs low: +3

Narrow trustee age band: -2
Mainly male board: -1

Grant maker support: +4

Overall GiG Score: 0

SOUTH CUMBRIA RIVERS TRUST LIMITED

The charity aims to monitor, maintain and improve the aquatic environment of the lakes, rivers and streams of South Cumbria. It also aims to educate the wider general public in the importance of the aquatic environment of South Cumbria and the problems presently faced.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
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

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
The Board is predominantly male
The Board has little diversity in terms of age

Financial issues to consider:

Accounts have been filed late on 5 occasions over the last 5 years and the current period appears to have been extended

Established: 18 years

www.scrt.co.uk

info@scrt.co.uk

01539558555

Charity Commission for England and Wales

Tweets

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
31/12/22	*	£987	£917	£71	£1	£573	£298	3.9	7	180
31/12/21	*	£487	£496	£-9	n/a	n/a	n/a	n/a	n/a	199
31/12/20	*	£732	£646	£86	£0	£511	£211	3.9	6	15
31/12/19	*	£519	£627	£-108	£0	£425	£177	3.4	7	24
31/12/18	*	£533	£574	£-41	£0	£533	£139	2.9	8	25
31/12/17	*	£536	£455	£81	£1	£575	£119	3.1	8	0
31/12/16	*	£446	£636	£-190	£0	£0	£0	n/a	0	0
31/12/15	*	£747	£525	£223	£0	£684	£149	3.4	6	0
31/12/14	*	£460	£448	£13	£0	£0	£0	n/a	0	0
31/12/13	*	£298	£257	£41	£0	£0	£0	n/a	0	0
31/12/12	*	£432	£316	£116	£0	£0	£0	n/a	0	0
31/12/11		£357	£185	£172	£0	£0	£0	n/a	0	0
31/12/10		£182	£121	£61	£0	£0	£0	n/a	0	0
31/12/09	*	£69	£52	£18	£0	£0	£0	n/a	0	0
31/12/08		£28	£47	£-19	£0	£0	£0	n/a	0	0
31/12/07		£52	£45	£8	£0	£0	£0	n/a	0	0
31/12/06		£26	£10	£16	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.1%
Fundraising Costs/Total Spending: 0.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 36%
Liabilities/Income: 32%
Unrestricted Funds/Total Funds: 52%
Reserves/Spending: 3.9 months
Net Current Assets/Spending: 7 months
Quick Ratio: 2.5

Asset Split ?

Listed activities

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

How it operates

Provides advocacy/advice/information
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Cumbria,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

7 employees
180 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.

Specific Donations

Amount	When Months	To be used for
Department for Environment, Food and Rural Affairs - WEIF3301 22/23-Kent and Leven
£15,000	01/04/2022	The Water Environment Improvement Fund (WEIF) grant is to support the maintenance of partnerships across Englands catchments, primarily to deliver a catchment based approach to water, land and flood ....more The Water Environment Improvement Fund (WEIF) grant is to support the maintenance of partnerships across Englands catchments, primarily to deliver a catchment based approach to water, land and flood management. Partnerships need to consider the targets of the 25 year environment plan, including: clean and plentiful water, thriving plants and wildlife, using resources from nature more sustainably and efficiently, enhancing beauty, heritage and engagement with the natural environment and mitigating and adapting to climate change. This focus will include actions to deliver improvements to the Water Environment (Water Framework Directive) (England & Wales) Regulations 2017 objectives, climate crisis, biodiversity crisis, flood risk, coastal erosion, growing population, plastics and land management delivered through an integrated catchment approach. Managing the water environment (including rivers, lakes, groundwater, estuaries and the sea) can be very complex and requires balancing the priorities and needs of multiple water users, landowners, and organisations with differing roles and responsibilities considering how to maximise natural capital and net gain. Individual grant values range from £3,250 for sub-catchments to £250,000 for the Catchment Based Approach (CaBA) National Support Group (NSG).
Department for Environment, Food and Rural Affairs - WEIF6702 22/23-South West Lakes
£5,000	01/04/2022	The Water Environment Improvement Fund (WEIF) grant is to support the maintenance of partnerships across Englands catchments, primarily to deliver a catchment based approach to water, land and flood ....more The Water Environment Improvement Fund (WEIF) grant is to support the maintenance of partnerships across Englands catchments, primarily to deliver a catchment based approach to water, land and flood management. Partnerships need to consider the targets of the 25 year environment plan, including: clean and plentiful water, thriving plants and wildlife, using resources from nature more sustainably and efficiently, enhancing beauty, heritage and engagement with the natural environment and mitigating and adapting to climate change. This focus will include actions to deliver improvements to the Water Environment (Water Framework Directive) (England & Wales) Regulations 2017 objectives, climate crisis, biodiversity crisis, flood risk, coastal erosion, growing population, plastics and land management delivered through an integrated catchment approach. Managing the water environment (including rivers, lakes, groundwater, estuaries and the sea) can be very complex and requires balancing the priorities and needs of multiple water users, landowners, and organisations with differing roles and responsibilities considering how to maximise natural capital and net gain. Individual grant values range from £3,250 for sub-catchments to £250,000 for the Catchment Based Approach (CaBA) National Support Group (NSG).
Department for Environment, Food and Rural Affairs - Countryside Stewardship Transferred to DEFRA NSA P2
£468,752	01/04/2022	This measure covers grant funding for basic services and village renewal in rural areas under Countryside Productivity and ESIF Growth Programme Small / micro rural businesses, rural community ....more This measure covers grant funding for basic services and village renewal in rural areas under Countryside Productivity and ESIF Growth Programme Small / micro rural businesses, rural community groups, and any public / private entities working in partnership with those community groups can apply for funding. The measure aims to develop the economies of rural communities and their infrastructure such as community buildings, public spaces and cultural, tourism and heritage amenities. Investments should enhance landscape quality and help meet challenges of rural communities relating to distance, population scarcity, aging, social isolation and market structure. Measure is also used to encourage visits to farms for educational purposes and renovation / maintenance of historic farm buildings. RPA administers for measures in England.
Department for Environment, Food and Rural Affairs - WEIF3301-2122 - Kent and Leven - Catchment Host Funding
£15,000	01/04/2021	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 - WEIF6702_2122 - South West Lakes - Catchment Host Funding
£5,000	01/04/2021	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 - PGW0816-CF1586 - Windermere Water is Life
£10,350	01/04/2021	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 - PGW0575-CF1480 - Coniston Copper Mines 2021 extended into 21/22
£8,968	01/04/2021	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 - PGW0575-CF1228 - Coniston Copper Mines 2021 extended into 21/22
£5,699	01/04/2021	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 - WEIF3301-20/21 - Kent and Leven
£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 - WEIF6702-20/21 - South West Lakes
£5,000	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 - PGW0568-CF1024 - Windermere water is life project
£25,131	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 - PGW0636-CF1020 - South Cumbria Rivers trust-low Risk Barriers
£5,906	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 - PGW0575-CF1143 - Coniston Copper Mines 2021
£30,121	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 - WEIF3301-19/20 (KENT/LEVEN BECKS TO BAY) 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 - WEIF6702- 19/20 (SOUTH WEST LAKES - DUDDON VALLEY) WFD GRANT PAYMENTS TO CHARITIES.
£5,000	01/04/2019	Water Environment Improvement Fund - Catchment Partnership Action Fund (CPAF) 2019/20
Department for Environment, Food and Rural Affairs - ALB - Environment Agency - WOUTH WEST LAKES WFD CRF GRANT PAYMENTS TO CHARITIES
£5,000	01/04/2018	Water Envronment Improvement Fund Hosting for Catchment Partnership for 1819
Department for Environment, Food and Rural Affairs - ALB - Environment Agency - KENT/LEVEN WFD CRF GRANT PAYMENTS TO CHARITIES
£15,000	01/04/2018	Water Envronment Improvement Fund Hosting for Catchment Partnership for 1819
County Durham Community Foundation - Invasive Species removal from River Bela catchment
£2,875	12/05/2017	Towards invasive species removal from the river Bela catchment.
Department for Environment, Food and Rural Affairs - South West Lakes
£5,000	01/04/2017	[Placeholder]
Department for Environment, Food and Rural Affairs - Kent/Leven
£15,000	01/04/2017	[Placeholder]
National Lottery Heritage Fund - Grant to South Cumbria Rivers Trust
£865,400	02/06/2015	Conserving Coniston & Crake: caring for water from mountain to shore
National Lottery Community Fund - Supporting Our Rivers
£10,000	28/06/2012 12	This is a project by an incorporated charity in South Lakeland, Cumbria. The organisation will use funding to support its office move into their own premises through the provision of ICT and office ....more This is a project by an incorporated charity in South Lakeland, Cumbria. The organisation will use funding to support its office move into their own premises through the provision of ICT and office equipment and furniture. This will enable them to have their own office and meeting rooms to accommodate training volunteers, holding meetings and organising events. _x000B__x000B__x000B_ ICT equipment, desk and chairs, printer, office equipments, signage and printing.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 59-77

DAVID JOHN CLEAVER, Occupation: Retired

DIANA DEVENISH Appointed: 2015, Occupation: Director

DICKON PETER RICHARD KNIGHT Appointed: 2006, Occupation: Chartered Surveyor

DR ROGER ANTHONY SWEETING FLS

HAL BAGOT Appointed: 2006, Occupation: Surveyor

JULIUS ARMSTRONG BARRATT Appointed: 2006, Occupation: Wine Shipper

LORD CAVENDISH OF FURNESS RICHARD HUGH CAVENDISH DL, Other trusteeship: CHARITY FOR PROVIDING GUIDES OVER THE KENT AND LEVEN SANDS,

NIGEL WILKINSON Appointed: 2021, Occupation: Managing Director

Legal constitution

Charitable company registered in England & Wales on 15/06/2006, number: 1114682
Registered at Companies House on 30/03/2006, number: 05763380

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

17 returns made; AR22: 36 days late, AR21: 22 days late, AR20: 11 days late, AR19: 27 days late, AR18: 74 days late, AR17: 127 days late, AR16: 34 days late, AR15: 42 days late, AR14: 93 days late, AR13: 26 days late, AR12: 21 days late, AR09: 11 days late,

Main office

HOLKER SCHOOL
CARK IN CARTMEL
GRANGE-OVER-SANDS
LA11 7PQ

Objectives

1 TO CONSERVE AND PROTECT AND WHEN NECESSARY REHABILITATE AND IMPROVE BIODIVERSITY OF THE LAKES, RIVERS AND STREAMS OF SOUTH CUMBRIA INCLUDING ADJACENT COASTAL WATERS FOR THE PUBLIC BENEFITS.2 TO ADVANCE THE EDUCATION OF THE PUBLIC, COMPANIES AN PUBLIC BODIES IN:A THE UNDERSTANDING OF LAKES AND RIVERS INCLUDING THEIR FAUNA, FLORA, SOCIO-ECONOMIC AND AMENITY VALUE AND THE MANAGEMENT OF WATER.B THE NEED FOR, AND BENEFITS OF, CONSERVATION, PROTECTION, REHABILITATION AND IMPROVEMENT OF THE AQUATIC ENVIRONMENT.

Defined Area of Benefit:

SOUTH CUMBRIA

Data Sources