Finance Score: 3

Governance Score: 6

Support Score: 12

Liabilities <10%: +3

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

Grant maker support: +12

Overall GiG Score: 21

DEVON WILDLIFE TRUST

Devon Wildlife Trust works to achieve its charitable purpose of a Devon rich in wildlife by:securing wildlife rich habitat under sound management, challenging thinking and practices which have a negative impact on species and habitats andencouraging people to understand and value wildlife.

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
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 dynamic in terms of composition

Established: 61 years

www.devonwildlifetrust.org

contactus@devonwildlifetrust.org

01392279244

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	£5,752	£5,463	£289	£736	£11,233	£5,380	11.8	93	500
31/03/22	£5,773	£5,156	£617	£810	£11,051	£5,558	12.9	84	350
31/03/21	£5,505	£4,517	£988	£699	£10,266	£5,123	13.6	86	1,500
31/03/20	£5,407	£4,369	£1,038	£793	£9,219	£4,779	13.1	81	1,500
31/03/19	£5,236	£4,169	£1,067	£895	£8,206	£4,449	12.8	76	1,500
31/03/18	£3,944	£4,115	£-171	£888	£7,138	£3,390	9.9	79	0
31/03/17	£4,290	£4,306	£-16	£1,044	£7,310	£3,343	9.3	82	0
31/03/16	£3,931	£3,776	£155	£660	£7,290	£3,315	10.5	71	0
31/03/15	£3,760	£3,590	£170	£544	£7,156	£3,332	11.1	69	0
31/03/14	£3,781	£3,438	£343	£566	£6,964	£3,192	11.1	69	0
31/03/13	£4,434	£3,326	£1,108	£544	£6,624	£3,142	11.3	69	0
31/03/12	£3,074	£3,211	£-137	£512	£5,483	£3,081	11.5	66	0
31/03/11	£3,050	£2,930	£120	£505	£5,617	£2,971	12.2	60	0
31/03/10	£2,764	£2,955	£-191	£588	£5,476	£2,960	12	59	0
31/03/09	£2,563	£2,769	£-206	£696	£5,584	£2,891	12.5	57	0
31/03/08	£3,368	£2,574	£794	£851	£5,890	£2,932	13.7	52	0
31/03/07	£2,664	£2,517	£147	£789	£4,518	£2,676	12.8	55	0
31/03/06	£2,611	£2,416	£195	£0	£0	£0	n/a	0	0
31/03/05	£2,807	£2,009	£798	£0	£0	£0	n/a	0	0
31/03/04	£3,290	£2,129	£1,161	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 13.9%
Fundraising Costs/Total Spending: 13.5%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 7%
Liabilities/Income: 14%
Unrestricted Funds/Total Funds: 48%
Reserves/Spending: 11.8 months
Net Current Assets/Spending: 7 months
Quick Ratio: 2.4

Asset Split ?

Listed activities

Education/Training
Environment/Conservation/Heritage

How it operates

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

Where it operates

Devon,

Who it helps

The General Public/Mankind

Who works here?

93 employees
500 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

Esmee Fairbairn	£306,666
Department for Environment, Food and Rural Affairs	£240,212
National Lottery Heritage Fund	£181,415
Dulverton Trust	£35,425

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Devon Wildlife Trust Ltd
£22,315	13/06/2023	Pine Martens Bounce Back: The Two Moors Pine Marten Reintroduction Project
Esmee Fairbairn - Grant to Devon Wildlife Trust
£16,667	13/02/2023	Towards unrestricted core costs as a Cost of Living Uplift
Dulverton Trust - #iwill Wildlife Champions
£35,425	19/10/2022	#iwill Wildlife Champions
The Badur Foundation - Grant to Devon Wildlife Trust
£15,000	25/07/2022	Towards practical costs for the Devon beaver project
Department for Environment, Food and Rural Affairs - WEIF2201 22/23-East Devon
£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).
Department for Environment, Food and Rural Affairs - WEIF4801 22/23-North Devon
£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).
Department for Environment, Food and Rural Affairs - PGW 0664-CF1730-Northern Devon Natural Solutions 2122-72608,2223-100k,2324-100k,2425-100k,2526-213696,2627-213696
£23,002	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 0873-CF1766-Naturalising exeter's Parkland Waterbodies 2223 (2223-20k,2324-35k)
£5,000	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 - PGW 0664-CF1769-Northern Devon Natural Solutions 2122-72608,2223-100k,2324-100k,2425-100k,2526-213696,2627-213696
£25,088	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 0664-CF1819-Northern Devon Natural Solutions 2122-72608,2223-100k,2324-100k,2425-100k,2526-213696,2627-213696
£24,965	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 0873-CF1901-Naturalising exeter's Parkland Waterbodies 2223 (2223-20k,2324-35k)
£15,000	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 - PGW 0664-CF1992-Northern Devon Natural Solutions 2122-72608,2223-100k,2324-100k,2425-100k,2526-213696,2627-213696
£26,945	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
Esmee Fairbairn - Grant to Devon Wildlife Trust
£249,999	14/12/2021	Towards project costs using Devon Wildlife Trust’s experience with beavers on the River Otter to ensure that the benefits are maximised and conflicts effectively managed in other beaver catchments
National Lottery Heritage Fund - Grant to Devon Wildlife Trust Ltd
£159,100	13/07/2020	COVID19: Devon Wildlife Trust
Department for Environment, Food and Rural Affairs - WEIF2201-20/21 - East Devon
£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.
Department for Environment, Food and Rural Affairs - WEIF4801-20/21 - North Devon
£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.
Department for Environment, Food and Rural Affairs - NFM0003-CF778 - Ottery St. Mary NFM Project
£10,416	01/04/2020	To provide capital and revenue egrants to third sector organisations to deliver projects in Natural Flood Management (NFM) technique. Schemes will aim to improve our understanding of NFM technique ....more To provide capital and revenue egrants to third sector organisations to deliver projects in Natural Flood Management (NFM) technique. Schemes will aim to improve our understanding of NFM technique and their contribution to flood risk
Department for Environment, Food and Rural Affairs - NFM0003-CF799 - Ottery St. Mary NFM Project
£7,183	01/04/2020	To provide capital and revenue egrants to third sector organisations to deliver projects in Natural Flood Management (NFM) technique. Schemes will aim to improve our understanding of NFM technique ....more To provide capital and revenue egrants to third sector organisations to deliver projects in Natural Flood Management (NFM) technique. Schemes will aim to improve our understanding of NFM technique and their contribution to flood risk
Department for Environment, Food and Rural Affairs - NFM0003-CF833 - Ottery St. Mary NFM Project
£9,323	01/04/2020	To provide capital and revenue egrants to third sector organisations to deliver projects in Natural Flood Management (NFM) technique. Schemes will aim to improve our understanding of NFM technique ....more To provide capital and revenue egrants to third sector organisations to deliver projects in Natural Flood Management (NFM) technique. Schemes will aim to improve our understanding of NFM technique and their contribution to flood risk
Department for Environment, Food and Rural Affairs - NFM0003-CF1014 - Ottery St. Mary NFM Project
£7,688	01/04/2020	To provide capital and revenue egrants to third sector organisations to deliver projects in Natural Flood Management (NFM) technique. Schemes will aim to improve our understanding of NFM technique ....more To provide capital and revenue egrants to third sector organisations to deliver projects in Natural Flood Management (NFM) technique. Schemes will aim to improve our understanding of NFM technique and their contribution to flood risk
Department for Environment, Food and Rural Affairs - NFM0003-CF915 - Ottery St. Mary NFM Project
£15,602	01/04/2020	To provide capital and revenue egrants to third sector organisations to deliver projects in Natural Flood Management (NFM) technique. Schemes will aim to improve our understanding of NFM technique ....more To provide capital and revenue egrants to third sector organisations to deliver projects in Natural Flood Management (NFM) technique. Schemes will aim to improve our understanding of NFM technique and their contribution to flood risk
Department for Environment, Food and Rural Affairs - PGW0626-CF1012 - Naturalising Exeter's Waterways
£10,000	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
Esmee Fairbairn - Grant to Devon Wildlife Trust
£40,000	22/10/2019 12	Towards project costs to investigate the viability of private finance funding the creation of new wetland habitat
National Lottery Community Fund - Wembury Marine Centre Bioblitz
£9,110	11/07/2019 12	The funding will be used to carry out an extensive survey which will record all living species within the local area, they will also increase awareness of their conservation work. The project aims to ....more The funding will be used to carry out an extensive survey which will record all living species within the local area, they will also increase awareness of their conservation work. The project aims to bring the community together to take action to protect marine wildlife.
Department for Environment, Food and Rural Affairs - Ottery St. Mary NFM Project
£5,357	01/04/2019	Natural Flood Management Programme Grant 2019/20
Department for Environment, Food and Rural Affairs - Ottery St. Mary NFM Project
£4,093	01/04/2019	Natural Flood Management Programme Grant 2019/20
Department for Environment, Food and Rural Affairs - Ottery St. Mary NFM Project
£4,792	01/04/2019	Natural Flood Management Programme Grant 2019/20
Department for Environment, Food and Rural Affairs - Ottery St. Mary NFM Project
£5,542	01/04/2019	Natural Flood Management Programme Grant 2019/20
Department for Environment, Food and Rural Affairs - WEIF4801-19/20 (NORTH DEVON) 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 - WEIF2201-19/20 (EAST DEVON) 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 - EAFRD - RD Measure 10 EXQ funded
£22,374	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 EnglandÃs 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 - ALB - Environment Agency - EAST DEVON 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 - EAFRD - RD Measure 10
£28,600	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.
Department for Environment, Food and Rural Affairs - Clinton Devon Estates: Torridge and River Mere Riverbank Coppicing
£7,500	01/04/2017	To provide capital and revenue grants to third sector organisations to deliver projects to protect and enhance the water environment and deliver other EA objectives
Department for Environment, Food and Rural Affairs - East Devon
£15,000	01/04/2017	[Placeholder]
National Lottery Heritage Fund - Grant to Devon Wildlife Trust Ltd
£57,800	08/06/2016	Magnificent Mires
National Lottery Heritage Fund - Grant to Devon Wildlife Trust Ltd
£785,500	04/03/2014	Devon Greater Horseshoe Bat Project
National Lottery Heritage Fund - Grant to Devon Wildlife Trust Ltd
£54,800	01/05/2013	Andrew's Wood in the Avon Valley Living Landscape

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Age Range of Trustees: 28-67

AMA WILLIAMS Appointed: 2021, Occupation: Marketing, Other trusteeship: DREAM BIG GHANA FOUNDATION,

CATHERINE FIONA FILEMAN-WRIGHT Appointed: 2023, Occupation: Retired, Other trusteeship: MORETONHAMPSTEAD DEVELOPMENT TRUST,

DR CHARLOTTE ANNE BRERETON GREZO Appointed: 2023, Occupation: Retired

DR MICHAEL EDWARD MOSER Appointed: 2014, Occupation: International Environmental Consultant

GAIL MCKENZIE Appointed: 2018, Occupation: Communications Consultant

REBECCA ANNA BROAD Appointed: 2018, Occupation: Student

REBECCA MARGARET BOWER Appointed: 2019, Occupation: Retired (Accountant), Other trusteeship: THE BENTHAM-MOXON TRUST,

SARA JANE PAPWORTH Appointed: 2021, Occupation: Retired, Other trusteeship: EXETER ROYAL ACADEMY FOR DEAF EDUCATION,

VICE ADMIRAL ANDREW PAUL BURNS OBE Appointed: 2018, Occupation: Commissioned Officer, Royal Navy, Other trusteeship: THE NAVAL REVIEW,

VICTORIA DENISE POPE Appointed: 2018, Occupation: Civil Servant, Other trusteeship: BRE TRUST,

Legal constitution

Charitable company registered in England & Wales on 03/01/1963, number: 213224
Registered at Companies House on 23/08/1962, number: 00733321

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

CRICKLEPIT MILL
COMMERCIAL ROAD
EXETER
DEVON
EX2 4AB

Objectives

1) TO CONSERVE FOR THE BENEFIT OF THE PEOPLE OF DEVON AND OTHER PLACES OBJECTS AND CREATURES OF ORNITHOLOGICAL, ENTOMOLOGICAL, BOTANICAL, ZOOLOGICAL, GEOLOGICAL, ARCHAEOLOGICAL AND SCIENTIFIC INTEREST, IN PARTICULAR BUT NOT EXCLUSIVELY BY PROMOTING THE BIODIVERSITY OF THE AREA OF BENEFIT WHERE IT SHALL BE CHARITABLE TO DO SO;2) TO EDUCATE THE PUBLIC AND IN PARTICULAR TO INCREASE KNOWLEDGE AND AWARENESS OF BIODIVERSITY.

Defined Area of Benefit:

DEVON

Data Sources