Finance Score: 0

Governance Score: 6

Support Score: 3

Strong growth: +2
Multiple Deficits: -2
No PartB

Good trustee age range: +3
Dynamic board: +3

Overall weighted support: +3

Overall GiG Score: 9

WATCHTREE NATURE RESERVE LIMITED

Maintain Watchtree Nature Reserve for visitors, school parties and groups. Develop the Wheelers facility providing cycles for use by disabled groups and individuals.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker recently
There has been strong growth in spending over the last 5 years
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Financial issues to consider:

On several occasions in recent years income has been less than spending
A PartB annual return has not been required and so detailed financial information is not available from the online data

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	£331	£349	£-18	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22	£315	£307	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21	£187	£211	£-24	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20	£295	£249	£46	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19	£171	£197	£-26	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18	£219	£164	£55	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17	£117	£105	£11	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16	£159	£95	£64	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15	£209	£251	£-42	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14	£237	£103	£135	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13	£142	£107	£35	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12	£133	£106	£27	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11	£133	£118	£15	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10	£173	£145	£28	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 16 years
(20 years as a company)

www.watchtree.co.uk

wnr@watchtree.co.uk

01228712539

Charity Commission for England and Wales

Tweets

Listed activities

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

GiG Classification

Services for people with disabilities

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Cumbria,

Who it helps

Children/Young People
People With Disabilities
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.

Specific Donations

Amount	When Months	To be used for
Cumbria Community Foundation - Architect fees
£3,000	08/12/2022 12	Rehoming Watchtree Habitat and Estates Team
Cumbria Community Foundation - Work area and equipment for volunteer team
£970	24/03/2022	Work area and equipment for volunteer team
Cumbria Community Foundation - Improving Access to Woodland Wellbeing
£3,388	23/02/2022	Improving Access to Woodland Wellbeing
Cumbria Community Foundation - Improving Public Spaces
£15,000	09/06/2021	Improving Public Spaces
Cumbria Community Foundation - Outdoor Catering Project
£5,000	31/03/2021	Outdoor Catering Project
Cumbria Community Foundation - HS 2021 Donor Directed
£500	11/03/2021	HS 2021 Donor Directed
Cumbria Community Foundation - Visitor Centre reconfiguration COVID19
£6,347	27/08/2020	Visitor Centre reconfiguration COVID19
Cumbria Community Foundation - Watchtree Cafe Refurbishment
£5,000	12/02/2020	Watchtree Cafe Refurbishment
Cumbria Community Foundation - Watchtree Cafe Refurbishment
£5,000	23/01/2020	Watchtree Cafe Refurbishment
Co-Operative Group - Grant to Watchtree Nature Reserve Ltd
£4,878	15/11/2019	We want to resurface our trails to create an accessible utopia for all.
National Lottery Community Fund - Watchtree Wild Learning Project
£50,000	24/04/2019 12	Watchtree Wild Learning Project
National Lottery Community Fund - Watchtree Trails Project
£10,000	18/10/2017 12	The funding will be used to resurface the trails and cycle routes in a nature reserve, developing accessible pathways for people with additional needs and the wider community.
National Lottery Community Fund - (BORDER) Watchtree Wheelers Accessible Trails
£50,000	05/12/2013 12	The project will create a new training area and cycle trail within a nature reserve to be used by people with a range of mobility issues who use specially adapted equipment to cycle. The aim of the improved facilities is to expand opportunities for ....more The project will create a new training area and cycle trail within a nature reserve to be used by people with a range of mobility issues who use specially adapted equipment to cycle. The aim of the improved facilities is to expand opportunities for sport and exercise, improve confidence and skills and encourage healthy outdoor activities amongst disabled people and families.
Sport England - Accessible Cycle Track
£50,000	15/08/2013	Funding under Sport England's Inspired Facilities funding programme for a Capital project titled 'Accessible Cycle Track'. This project lists its main activity as Cycling. This funding has contributed towards a Cycling - Cycling (Closed Road Circuit)

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 46-83

ALAN GRAHAM ROBERTS Appointed: 2023, Occupation: Teaching Assistant

BRIAN BOWE Appointed: 2004, Occupation: Farmer

CLIVE MICHAEL TINKER Appointed: 2009, Occupation: Retired

FRANCIS JAMES MAWBY Appointed: 2004, Occupation: Head Of Spatial Planning

JOHN FELL Appointed: 2023, Occupation: Retired

KAREN AITCHISON JONES Appointed: 2023, Occupation: Business Manager

NICOLA ELSBETH LATIMER Appointed: 2020, Occupation: Retired Director

PROF ALISON NORDON Appointed: 2023, Occupation: University Professor

ROBERT WILLIAM BUSHBY Appointed: 2004, Occupation: Retired

RICHARD WYBERGH SWANNEY SPEIRS Appointed: 2014, Occupation: Retired

WILLIAM LITTLE Appointed: 2004, Occupation: Retired Farmer

Legal constitution

Charitable company registered in England & Wales on 03/12/2008, number: 1127029
Registered at Companies House on 25/08/2004, number: 05214585

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 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
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

14 returns made; all on time

Main office

WATCHTREE
GREAT ORTON
CARLISLE
CA5 6NL

Objectives

(I) TO MAINTAIN, IMPROVE OR PROVIDE PUBLIC AMENITIES;(II) TO PROMOTE FOR THE PUBLIC BENEFIT THE WATCHTREE SITE IN CUMBRIA (THE SITE, ASDEFINED BELOW) AND ITS ENVIRONS, IN PARTICULAR BY ASSOCIATING LOCAL COMMUNITYORGANISATIONS IN A COMMON EFFORT TO ADVANCE EDUCATION, TO RELIEVE POVERTY, NEEDAND HARDSHIP, TO PROVIDE FACILITIES FOR LEISURE TIME OCCUPATION IN THE INTERESTS OFSOCIAL WELFARE, AND TO CONSERVE AND IMPROVE THE ENVIRONMENT;

Defined Area of Benefit:

CUMBRIA

Data Sources

Watch Inspiring Videos

Save the upside down forest

Change the ending - the pain of Alzheimers

Help Dads in prison stay in touch with their children