Finance Score: -1

Governance Score: 6

Support Score: 7

Liabilities <10%: +3
Excess liquidity: -1
Volatile income: -3

Good trustee age range: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +4

Overall GiG Score: 12

LEICESTERSHIRE AND RUTLAND WILDLIFE TRUST LIMITED

PROTECTING AND ENHANCING THE WILDLIFE AND WILD PLACES OF LEICESTERSHIRE AND RUTLAND AND ENGAGING PEOPLE WITH NATURE.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
Income has been volatile recently

Established: 61 years
(68 years as a company)

www.lrwt.org.uk

info@lrwt.org.uk

01162629968

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
31/03/23		£2,018	£2,040	£-21	£306	£5,400	£2,985	17.6	28	619
31/03/22		£1,904	£2,140	£-236	£346	£5,469	£2,871	16.1	34	547
31/03/21		£2,099	£1,800	£299	£169	£5,663	£3,026	20.2	38	700
31/03/20		£2,749	£2,598	£151	£282	£5,231	£2,755	12.7	39	700
31/03/19		£2,618	£2,612	£6	£215	£4,839	£2,578	11.8	31	900
31/03/18		£2,526	£2,419	£107	£207	£4,828	£2,526	12.5	31	0
31/03/17		£2,640	£2,655	£-15	£225	£4,715	£2,414	10.9	37	0
31/03/16		£2,974	£2,352	£623	£174	£4,640	£2,426	12.4	36	0
31/03/15		£2,843	£2,166	£677	£216	£4,363	£2,337	12.9	32	0
31/03/14		£2,530	£2,059	£471	£211	£3,683	£2,256	13.1	30	0
31/03/13		£2,196	£1,921	£274	£162	£3,205	£2,154	13.5	29	0
31/03/12		£1,867	£1,901	£-34	£185	£2,927	£1,875	11.8	28	0
31/03/11		£1,874	£1,806	£68	£183	£2,959	£1,900	12.6	32	0
31/03/10		£1,819	£1,689	£130	£167	£2,890	£1,856	13.2	30	0
31/03/09		£1,722	£1,665	£57	£171	£2,735	£1,800	13	30	0
31/03/08		£2,002	£1,583	£420	£202	£2,703	£1,807	13.7	29	0
31/03/07		£700	£656	£44	£199	£2,171	£1,527	27.9	26	0
31/03/06		£772	£593	£179	£0	£0	£0	n/a	0	0
31/03/05		£666	£536	£130	£0	£0	£0	n/a	0	0
31/03/04	*	£745	£533	£212	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 16.5%
Fundraising Costs/Total Spending: 15.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 55%
Reserves/Spending: 17.6 months
Net Current Assets/Spending: 7 months
Quick Ratio: 3.6

Asset Split ?

Listed activities

Environment/Conservation/Heritage

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space

Where it operates

Leicester City, Leicestershire, Rutland,

Who it helps

The General Public/Mankind

Who works here?

28 employees
619 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
National Lottery Heritage Fund - Grant to Leicestershire and Rutland Wildlife Trust
£89,800	18/05/2021	Birdfair Bounce Back
National Lottery Heritage Fund - Grant to Leicestershire and Rutland Wildlife Trust
£149,900	19/08/2020	COVID19: Leicestershire and Rutland Wildlife Trust
Department for Environment, Food and Rural Affairs - EAFRD - RD Measure 10 EXQ funded
£4,858	01/04/2019	This measure is the primary Agri-environment-climate funding for England in delivering the Rural Development programme environmental land management priorities and builds on the agri-environment ....more This measure is the primary Agri-environment-climate funding for England in delivering the Rural Development programme environmental land management priorities and builds on the agri-environment Countryside Stewardship and Environmental Stewardship schemes offered under the previous RD programme.The measure funds activities intended to deliver environmental land management priorities contributing to Englands Biodiversity 2020 goals and legal obligations under the Habitats, Birds and Water Framework Directives and soil commitments made in the Natural Environment White Paper and increase resilience of wildlife, habitats and ecosystems to climate change.Funding is paid according to the payment rate for each option included in the individual agreement, and the area/length/number of the commitment selected and is based on income foregone and additional costs. Agreements can be 5 year multi annual commitments with the option of annual extensions for a further two years. 10 year commitments or longer will be offered in cases where an exception is clearly justified.RPA administers for measures in England.
Department for Environment, Food and Rural Affairs - EAFRD - RD Measure 10
£5,459	01/04/2018	This measure covers Agri-environment-organic farming support.Payments are based on income foregone and, where relevant, additional costs resulting from converting to an organic farming system. There ....more This measure covers Agri-environment-organic farming support.Payments are based on income foregone and, where relevant, additional costs resulting from converting to an organic farming system. There are 5 different conversion payments available for different farming systems: Rotational Land; Improved Permanent Pasture; Unimproved Permanent Pasture; Horticulture; and Top Fruit.This measure aims to fund organic conversion and maintenance by active farmers and builds on existing conversion and maintenance support under the previous RD programme Environmental Stewardship (Organic Higher Level and Entry Level Stewardship) elements.Activities funded under this measure support farmers wishing to convert to and maintain organic farming systems for environmental benefits. Investments contribute to meeting Englands Biodiversity 2020 goals and legal obligations under the Habitats and Species and Water Framework Directives. Support also aims to deliver the main objectives on biodiversity and the water environment (including flood management).RPA administers for measures in England.
Samworth Foundation - Wildlife Champions
£96,750	16/06/2016 36	Encouraging wildlife champions and Natural Leaders - funding a programme to encourage volunteering from the young and amongst more experienced natural scientists to advance LRWT work.
Samworth Foundation - Wildlife Champions
£96,750	31/05/2016	Encouraging wildlife champions and Natural Leaders - funding a programme to encourage volunteering from the young and amongst more experienced natural scientists to advance LRWT work.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 21-76

ANDREW STEWART MOFFAT Appointed: 2007, Occupation: Chartered Surveyor, Other trusteeships: THE UNITED KINGDOM FALKLAND ISLANDS TRUST, THE FALKLAND ISLANDS TRUST,

ANN TOMLINSON, Occupation: Chartered Accountant

ABIGAIL WILKIN Appointed: 2021, Occupation: Student And Tennis Coach

ANDREW JULIAN THORPE Appointed: 2021, Occupation: Retired Finance Director, Other trusteeship: LOUGHBOROUGH METHODIST CIRCUIT,

BOB BEARNE Appointed: 2014, Occupation: Probation Manager

DR ANTHONY JOHN BIDDLE, Occupation: Retired

DR SILVIU PETROVAN Appointed: 2021, Occupation: Researcher

HELEN NOTT Appointed: 2017, Occupation: Marketing Consultant

PETER WILLIAMS Appointed: 2013, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 30/11/1962, number: 210531
Registered at Companies House on 24/02/1956, number: 00561833

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

20 returns made; AR04: 129 days late,

Main office

The Old Mill
9 Soar Lane
LEICESTER
LE3 5DE

Objectives

A) FOR THE BENEFIT OF THE PUBLIC, TO ADVANCE, PROMOTE AND FURTHER THE CONSERVATION MAINTENANCE AND PROTECTION OF; (I) WILDLIFE CONSIDERED TO BE WORTHY OF PROTECTION FOR THE PUBLIC BENEFIT, AND ITS HABITATS; (II)PLACES OF ZOOLOGICAL, BOTANICAL GEOLOGICAL OR PHYSIOGRAPHICAL VALUE; IN ANY WAYS THAT ARE AVAILABLE IN LAW AND IN PARTICULAR, BUT NOT EXCLUSIVELY, BY PROMOTING BIODIVERSITY AND NATURE CONSERVATION. B) TO ADVANCE THE EDUCATION OF THE PUBLIC IN: (I) THE PRINCIPLES AND PRACTICE OF SUSTAINABLE DEVELOPMENT; (II) THE PRINCIPLES AND PRACTICE OF BIODIVERSITY AND NATURE CONSERVATION. C) TO PROMOTE RESEARCH IN ALL BRANCHES OF THE STUDY OF THE NATURAL WORLD WHICH WILL BE FOR THE PUBLIC BENEFIT AND TO RECORD AND PUBLISH THE USEFUL RESULTS THEREOF.

Defined Area of Benefit:

NOT DEFINED IN PRACTICE LEICESTERSHIRE AND RUTLAND.

Data Sources