Finance Score: -2
Governance Score: -4
Support Score: 7
  • Low unrestricted reserves: -2
  • Only 4 Trustees: -1
  • All male board: -3
  • Overall weighted support: +7
Overall GiG Score: 1 ?

SOUTH ATLANTIC ENVIRONMENTAL RESEARCH INSTITUTE

SAERI delivers world-class scientific academic research in marine, data, natural and physical sciences in the UK South Atlantic Overseas Territories, neighbouring South Atlantic nations, other UK Overseas Territories and beyond. SAERI also provides mentorship and supervision to PhD students in conjunction with our UK University partnerships.
Analysis by Giving is Great

Positives:

  • 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

Regulatory & Governance issues to consider:

  • This charity is not recognised by HMRC for Gift Aid according to its latest published return
  • There are only 4 trustees
  • The Board is completely male

Financial issues to consider:

  • Unrestricted reserves appear to be dangerously low at the latest year end

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
30/06/23£1,395£1,247£148£115£518£2082120
30/06/22£1,425£1,424£1£463£371£1521.3140
30/06/21£1,194£1,101£93£344£369£1461.6120
30/06/20£1,211£1,262£-51£380£261£580.6130
30/06/19*£1,103£1,413£-310£146£328£1351.1120
30/06/18£2,031£1,395£636£206£636£1251.1120

Financial Ratios
Fundraising Costs/Relevant Income: 10.3%
Fundraising Costs/Total Spending: 9.2%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 30%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 40%
Reserves/Spending: 2 months
Net Current Assets/Spending: 3 months
Quick Ratio: 2.1
Asset Split ?
Balance Sheet History
Established: 7 years

www.south-atlantic-research.org

info@saeri.ac.fk

+442037451731

Charity Commission for England and WalesFacebookX
UN SDGs
?
Listed activities
  • Education/Training
  • Environment/Conservation/Heritage
GiG Classification
  • Scientific research and testing services
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
  • Anguilla, Ascension, Falkland Islands, Montserrat, Namibia, Saint Helena, South Georgia And South Sandwich Islands, Tristan Da Cunha, Turks And Caicos Islands,
Who it helps
  • The General Public/Mankind

Who supports 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
John Ellerman Foundation - PA and Communications Officer, and Office Manager salary/ core costs.
£103,000 27/10/2022
PA and Communications Officer, and Office Manager salary/ core costs.
Department for Environment, Food and Rural Affairs - DPLUS168 Understanding increased FI seal bycatch to inform bycatch Action Plan
£152,698 01/06/2022
Projects that aim to protect the unique biodiversity and improve resilience to climate change within the UK Overseas Territories
Department for Environment, Food and Rural Affairs - DPLUS139: Improving Falklands marine management effectiveness for marine higher predators
£41,905 27/10/2021
A cornerstone of effective MPA management is how boundaries protect globally significant populations ofmarine higher predators (MHP; seals, seabirds, cetaceans). DPLUS0071 identified limited MHP ....more
Department for Environment, Food and Rural Affairs - DPLUS153: Conserving tropical marine ecosystems in TCI through science-based fisheries management
£92,239 25/10/2021
The balance between sustainable tropical marine ecosystems (TME) and Sustainable Small-scale Fisheries(SSSF) is delicate. SSSF require robust evidence-based management, which in TCI is impeded by ....more
Department for Environment, Food and Rural Affairs - GRANT: COVID-19 Rapid Response Round (Non-ODA): CV19RR02, Establishing wildlife health and disease monitoring in the Falkland Islands
£57,500 04/01/2021
The project will establish a wildlife health and disease strategy for the FI and blueprint for other UKOTs. Itwill provide the infrastructure for future monitoring for wildlife pathogens. Evidence ....more
John Ellerman Foundation - Salary and associated costs for a Marine and Coastal Programme Coordinator
£120,472 26/11/2020
Salary and associated costs for a Marine and Coastal Programme Coordinator
Department for Environment, Food and Rural Affairs - DPLUS116- Falklands wetlands and aquatic habitats: baselines for monitoring future change
£99,026 01/04/2020
Wetland and freshwater environments of the Falkland Islands (FI) are key ecoregions in FI Environmental Policies. Habitat baselines are understudied and therefore the nature of land-use and climate ....more
Department for Environment, Food and Rural Affairs - Grant: DPLUS083: Soil map and online database as climate change mitigation tools
£40,043 01/04/2020
The Falkland Islands prioritised climate change mitigation action plan considers soil erosion, soil carbon content vulnerability and climate change assessments at policy level as high to medium ....more
Department for Environment, Food and Rural Affairs - GRANT: DPLUS094 Developing Marine Spatial Planning (MSP) tools for Turks and Caicos
£112,622 01/04/2020
Through an innovative integrated, stakeholder-led approach - connecting science and communities, this project builds a Territory to Territory partnership between SAERI in the Falklands Islands and ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)
Current Trustees appointed
Gender Split

  • CHARLES JUDGE MBE (Chair) Appointed: 2017
  • PROFESSOR RICHARD JOHN SANDERS Appointed: 2018
  • PROFESSOR STUART B PIERTNEY Appointed: 2018
  • TRACY KIM SATHERLEY Appointed: 2021
Legal constitution
  • Charity registered in England & Wales on 18/05/2017, number: 1173105
Gift Aid
  • NOT 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
  • 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
6 returns made; AR19: 64 days late,
Main office

FALKLAND HOUSE
14 BROADWAY
WESTMINSTER
LONDON
SW1H 0BH

Objectives

THE OBJECTS OF THE CHARITY ARE, FOR THE PUBLIC BENEFIT:1. THE ADVANCEMENT OF EDUCATION AND RESEARCH; 2. THE ADVANCEMENT OF ENVIRONMENTAL PROTECTION OR IMPROVEMENT; AND3. THE PROMOTION OF SUSTAINABLE DEVELOPMENT, IN PARTICULAR (BUT NOT EXCLUSIVELY) BY:A. THE ADVANCEMENT OF ENVIRONMENTAL PROTECTION OR IMPROVEMENT; ANDB. THE ADVANCEMENT OF EDUCATION AND RESEARCH;PARTICULARLY (BUT NOT EXCLUSIVELY) IN RELATION TO THE ENVIRONMENT OF THE FALKLAND ISLANDS AND THE SOUTH ATLANTIC REGION.SUSTAINABLE DEVELOPMENT MEANS 'DEVELOPMENT THAT MEETS THE NEEDS OF THE PRESENT WITHOUT COMPROMISING THE ABILITY OF FUTURE GENERATIONS TO MEET THEIR OWN NEEDS'.

Data Sources

Charity Commission for England and Wales
360 Giving

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