Finance Score: 0
Governance Score: 6
Support Score: 8
  • Low unrestricted reserves: -2
  • Strong growth: +2
  • No volunteer policy: -2
  • 12+ Trustees: -1
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +8
Overall GiG Score: 14 ?

WESSEX RIVERS TRUST 

We are continuing to work to establish the charity with the objectives as set out below: environmental, educational and scientific.
Analysis by Giving is Great

Positives:

  • There has been strong growth in spending over the last 5 years
  • There have been no material income shortfalls in recent years
  • 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 gender 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
  • There are 15 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

  • Unrestricted reserves appear to be dangerously low at the latest year end
Established: 15 years

www.wessexrt.org.uk

info@wessexrt.org.uk

01722654253

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?

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
30/06/22*£1,226£1,247£-21£0£348£2852.71432
30/06/21£752£630£121£0£369£2594.91025
30/06/20*£480£451£28n/an/an/an/an/a20
30/06/19£332£284£48n/an/an/an/an/a25
30/06/18£273£401£-127£0£0£0n/a01
30/06/17£359£245£114£0£0£0n/a00
30/06/16?£412£101£311£0£0£0n/a00
01/06/15£142£205£-63£0£0£0n/a00
01/06/14?£237£133£105£0£0£0n/a00
30/06/13?£71£60£11£0£0£0n/a00
01/04/12?*£62£59£3£0£0£0n/a00
30/06/11?£61£32£28£0£0£0n/a00
01/04/10£0£0£0n/an/an/an/an/a0

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 73%
Liabilities/Income: 75%
Unrestricted Funds/Total Funds: 82%
Reserves/Spending: 2.7 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.3
Asset Split ?
Listed activities
  • Arts/Culture/Heritage/Science
  • Education/Training
  • Environment/Conservation/Heritage
How it operates
  • Acts as an umbrella or resource body
  • Makes Grants to Organisations
  • Provides advocacy/advice/information
  • Sponsors or undertakes research
Where it operates
  • Dorset, Hampshire, Isle Of Wight, Wiltshire,
Who it helps
  • Children/Young People
  • Other Charities Or Voluntary Bodies
  • The General Public/Mankind
Who works here?
  • 14 employees
  • 32 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
John Ellerman Foundation£120,000
Department for Environment, Food and Rural Affairs£118,670
Quartet Community Foundation£15,000
Co-Operative Group£2,535
Specific Donations
Amount When
Months
To be used for
Co-Operative Group - Grant to Wessex Rivers Trust (Education and Engagement)
£1,170 21/10/2023
Alongside four school groups, we'd like to create a river wildlife trail through the centre of Winchester. We'll also educate the children about their river and they will produce art for the trail.
Co-Operative Group - Grant to Wessex Rivers Trust (Education and Engagement)
£1,365 21/10/2023
Alongside four school groups, we'd like to create a river wildlife trail through the centre of Amesbury. We'll also educate the children about their river and they will produce art for the trail.
Quartet Community Foundation - Wider Wylye
£15,000 02/05/2023
This grant is from Wessex Water’s Partners programme, as directed by the donor towards river restoration in Salisbury - the River Wylye project. It is Year 4 of 5 year funding..
John Ellerman Foundation - Core costs
£120,000 28/07/2022
Core costs
Department for Environment, Food and Rural Affairs - WEIF2701 22/23-Avon Hampshire
£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
Department for Environment, Food and Rural Affairs - PGW 0849-CF1743-Test & Itchen Project 2223 (2223 50k, 2324 50k, 2425 47250) ***Adv 25% to be checked***
£12,500 01/04/2022
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 - PGW 0849-CF1774-Test & Itchen Project 2223 (2223 50k, 2324 50k, 2425 47250)
£14,180 01/04/2022
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 - PGW 0916-CF1910-Tarrant barriers 2223
£20,000 01/04/2022
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 - WEIF2701-20/21 - Avon Hampshire
£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
Department for Environment, Food and Rural Affairs - PGW0513-CF800 - Wild Figheldean-Options Appraisal
£5,000 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 - PGW0632-CF1038 - Ripley Reconnected
£18,490 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 - PGW0525-CF1058 - Tanners Brook (£10K-2021, £2.5K-2122,£2.5K-2223)
£3,500 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 - PGW0513-CF1059 - Wild Figheldean-Options Appraisal
£15,000 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 - WEIF2701-19/20 HAMPSHIRE AVON WFD CRF 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 - Ripley Brook - Hampshire Avon 18/19
£9,600 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
Department for Environment, Food and Rural Affairs - ALB - Environment Agency - AMPSHIRE AVON 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 - Hampshire Avon
£15,000 01/04/2017
Water Envronment Improvement Fund Catchment Based Approach National Support Group Work Programme 1718
John Ellerman Foundation - Core funding
£100,000 19/05/2016
36
Towards the core costs of its work protecting the globally important chalk stream freshwater bodies of the UK
Esmee Fairbairn - Grant to Wessex Chalk Stream and Rivers Trust
£150,000 02/03/2016
36
Towards two key posts at the Trust to work on a landscape scale to improve the quality of chalk streams and rivers and understanding of their complex and rare ecosystems for the future.
Esmee Fairbairn - Grant to Wessex Chalk Stream and Rivers Trust
£35,500 05/03/2014
Towards developing and implementing a river catchment invertebrate fingerprinting programme to determine the health of the UK's chalk streams and identify sources of pollution.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (15)
Current Trustees appointed
Gender Split
Based on 14/15 persons

Age Range of Trustees: 42-77
  • DR ROSE O'NEILL Appointed: 2017, Occupation: Principal Specialist, Natural England
  • HALLAM MILLS Appointed: 2018, Occupation: Farmer/Businessman
  • MARK POTTER Appointed: 2023, Occupation: Communications Consultant
  • ROD PARKER Appointed: 2013, Occupation: Company Director
  • TIM SYKES Appointed: 2023, Occupation: Technical Specialist
Legal constitution
  • Charitable company registered in England & Wales on 06/08/2009, number: 1130991
  • Registered at Companies House on 18/02/2009, number: 06822819
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Conflicting interests
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
Filing Record
13 returns made; AR22: 5 days late, AR20: 13 days late, AR12: 48 days late,
Main office

The Granary
Phillips Lane
Stratford Sub Castle
SALISBURY
Wiltshire
SP1 3YR

Objectives

3. THE OBJECTS FOR WHICH THE COMPANY IS ESTABLISHED ARE: -(A) TO CONSERVE, PROTECT, REHABILITATE AND IMPROVE THE RIVERS, STREAMS, WATERCOURSES AND WATER IMPOUNDMENTS OF THE CATCHMENTS COMPRISING THE RIVERS OF HAMPSHIRE, WILTSHIRE AND DORSET, INCLUDING ADJACENT ESTUARIAL AND COASTAL AREAS. (B) TO ADVANCE THE EDUCATION OF THE PUBLIC, OR ANY ASSOCIATION, COMPANY, LOCAL AUTHORITY, ADMINISTRATIVE OR GOVERNMENTAL AGENCY OR PUBLIC BODY OR REPRESENTATIVE BODY IN: -(1) THE UNDERSTANDING OF RIVERS, RIVER CORRIDORS AND CATCHMENTS, INCLUDING THEIR FAUNA, FLORA AND ECONOMIC OR SOCIAL ACTIVITY, AND RIVER CATCHMENT MANAGEMENT.(2) THE NEED FOR, AND BENEFITS OF, CONSERVATION, PROTECTION, REHABILITATION AND IMPROVEMENT OF AQUATIC ENVIRONMENTS.

Defined Area of Benefit:

HAMPSHIRE, WILTSHIRE AND DORSET

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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