Finance Score: 4

Governance Score: 2

Support Score: 12

Liabilities <10%: +3
Multiple Deficits: -2
Fundraising costs low: +3

No volunteer policy: -2
No conflicts policy: -1
Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

Grant maker support: +12

Overall GiG Score: 18

THE WELSH DEE TRUST

Securing the preservation,protection,development and improvement of the rivers,streams,watercourses and water bodies in the Welsh Dee catchment. Advancing the education of the public in the management of water and the wider environment.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
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:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy
The Board is predominantly male

Financial issues to consider:

On several occasions in recent years income has been less than spending

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	£546	£447	£99	£0	£406	£292	7.8	6	35
31/12/21	£471	£411	£60	n/a	n/a	n/a	n/a	n/a	30
31/12/20	£260	£331	£-71	n/a	n/a	n/a	n/a	n/a	20
31/12/19	£260	£331	£-71	n/a	n/a	n/a	n/a	n/a	40
31/12/18	£275	£339	£-64	£0	£0	£0	n/a	0	40
31/12/17	£280	£330	£-50	£0	£0	£0	n/a	0	0
31/12/16	£474	£276	£198	£0	£0	£0	n/a	0	0
31/12/15	£224	£147	£77	£0	£0	£0	n/a	0	0
31/12/14	£67	£71	£-4	£0	£0	£0	n/a	0	0
31/12/13	£65	£24	£41	£0	£0	£0	n/a	0	0
31/12/12	£15	£10	£5	£0	£0	£0	n/a	0	0
31/12/11	£11	£9	£1	£0	£0	£0	n/a	0	0
31/12/10	£11	£6	£4	£0	£0	£0	n/a	0	0
31/12/09	£8	£0	£8	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 5%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 72%
Reserves/Spending: 7.8 months
Net Current Assets/Spending: 11 months
Quick Ratio: 15.1

Asset Split ?

Established: 15 years

www.welshdeetrust.com

info@welshdeetrust.com

07984626158

Charity Commission for England and Wales

Tweets

Listed activities

Environment/Conservation/Heritage

GiG Classification

Environment conservation & animal welfare advocacy

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Sponsors or undertakes research

Where it operates

Cheshire East, Cheshire West & Chester, Conwy, Denbighshire, Gwynedd, Wirral, Wrexham,

Who it helps

The General Public/Mankind

Who works here?

6 employees
35 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

DCMS	£117,750
Esmee Fairbairn	£54,000
Department for Environment, Food and Rural Affairs	£30,000
Garfield Weston Foundation	£15,000

Specific Donations

Amount	When Months	To be used for
Esmee Fairbairn - Grant to welsh dee trust
£54,000	15/11/2023	Towards project costs for a future plan for the River Gwenfro
Department for Environment, Food and Rural Affairs - WEIF4301 22/23-Middle Dee
£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).
DCMS - GRCF2021 Dee Blue Recovery
£117,750	21/06/2021	The Dee Blue Recovery project (DeeBR) is led by The Welsh Dee Trust in partnership with Reaseheath College and supported by the Middle Dee Catchment partnership.DeeBR is a new project that will ....more The Dee Blue Recovery project (DeeBR) is led by The Welsh Dee Trust in partnership with Reaseheath College and supported by the Middle Dee Catchment partnership.DeeBR is a new project that will improve the water and wider environment of the English section of the River Dee. The project will achieve this by establishing ecosystem services contracts with landowners to deliver habitat restoration & reduce diffuse pollution, this is supported by community engagement to create awareness around local problems for the water environment and then collaborating to implement solutions for these problems. This project contributes to all three themes of the Green Recovery fund and working towards targets set out in the Dee's River Basin Management Plan and the Governments 25-year environment plan.The project will create one FTE job and retain one FTE job. In addition, the project will help young people gain work experience by creating one four-month paid placement and undertaking the required admin to help farms or other stakeholders to employ two apprentices. This project is ready to start because it will deliver interventions already identified in the area by river habitat surveys and earlier projects such as the Dee Water Environment Grant project.
Department for Environment, Food and Rural Affairs - WEIF4301-20/21 - Middle Dee
£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.
Garfield Weston Foundation - Main Grants award
£15,000	01/05/2020	Restoring River Habitat - Alternative Mitigation
Department for Environment, Food and Rural Affairs - WEIF4301-19/20 MIDDLE DEE 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 - ALB - Environment Agency - MIDDLE DEE 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 - Middle Dee
£15,000	01/04/2017	[Placeholder]

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: 40-67

CAROLINE JANE DAWSON Appointed: 2022, Occupation: Business Person

DR RICHARD MICHAEL LUCAS MBBS (Chair)

GARETH HUW EVANS Appointed: 2021, Occupation: Solicitor

GARETH FOULKES Appointed: 2020, Occupation: Director

JEREMY MARK PIERCE Appointed: 2020, Occupation: Director

NICOLAUS STUART JENKINS Appointed: 2022, Occupation: Accountant, Other trusteeship: EARL OF CHESTER'S FUND,

Legal constitution

Charitable company registered in England & Wales on 11/02/2009, number: 1127999
Registered at Companies House on 01/07/2008, number: 06635114

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

14 returns made; all on time

Main office

Unit 30 The Malthouse
Regent Street
Llangollen
Denbighshire
LL20 8HS

Objectives

(A) TO SECURE THE CONSERVATION, REHABILITATION, PROTECTION AND IMPROVEMENT OF THERIVER DEE, ITS TRIBUTARIES, STREAMS AND WATERCOURSES OF EVERY DESCRIPTION AND OF THEBANKS, RIPARIAN LANDS AND ALL AREAS COMPRISING THE CATCHMENT OF THE RIVER IN ALLTHEIR ENVIRONMENTAL ASPECTS.(B) TO SECURE THE CONSERVATION (AND WHERE APPROPRIATE) THE REHABILITATION OF ALL THEINDIGENOUS SPECIES OF BIRD, ANIMAL, FISH AND PLANT LIFE IN THE SAID RIVER.(C) TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE UNDERSTANDING OF RIVERS AND THE NEEDFOR A HEALTHY RIVER IN ORDER TO SUSTAIN ANIMAL, FISH AND PLANT LIFE THEREIN.(D) TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE UNDERSTANDING OF THE RIVER BANK ANDITS ANIMAL AND PLANT LIFE AND THE NEED FOR CONSERVATION AND IMPROVEMENT OFENVIRONMENTS OF THE RIVER AND THE RIVER BANK.(E) TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE NEED FOR THE PROPER MANAGEMENT OFWATER.

Defined Area of Benefit:

RIVER DEE

Data Sources