Finance Score: 3

Governance Score: 6

Support Score: 11

Liabilities <10%: +3
Excess liquidity: -1
Income diversified: +3
Reasonable growth: +1
Fundraising costs high: -3

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

Overall weighted support: +11

Overall GiG Score: 20

NORTHUMBERLAND WILDLIFE TRUST LIMITED

The Trust's mission is to conserve local wildlife, promote nature conservation and provide the means by which everyone can become involved. It achieves this by providing advice on wildlife issues, undertaking species and habitat conservation and managing nature reserves, as well as a range of activities aimed at making people more aware of, and engaged in, the conservation message.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Income generation is well diversified
There has been reasonable growth in spending over the last 3 years relative to the previous period
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

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end
Fundraising costs are extremely high relative to funds raised

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
31/03/23	£5,268	£3,898	£1,370	£1,295	£9,194	£7,106	21.9	80	351
31/03/22	£5,412	£3,388	£2,024	£1,171	£7,824	£5,755	20.4	64	250
31/03/21	£3,016	£2,716	£299	£913	£5,800	£5,586	24.7	54	231
31/03/20	£2,817	£2,791	£26	£746	£5,501	£5,340	23	54	533
31/03/19	£3,061	£2,671	£390	£905	£5,475	£4,731	21.3	37	1,084
31/03/18	£2,576	£2,619	£-43	£817	£5,085	£4,837	22.2	51	0
31/03/17	£2,545	£2,380	£165	£666	£5,128	£4,931	24.9	54	0
31/03/16	£2,730	£2,335	£395	£570	£4,963	£4,569	23.5	63	0
31/03/15	£2,469	£2,325	£144	£551	£1,737	£1,266	6.5	47	0
31/03/14	£2,761	£2,368	£393	£439	£1,593	£1,100	5.6	48	0
31/03/13	£2,124	£2,077	£47	£504	£1,200	£943	5.4	53	0
31/03/12	£1,453	£1,799	£-347	£346	£1,166	£818	5.5	42	0
31/03/11	£1,829	£1,696	£134	£296	£1,528	£1,120	7.9	43	0
31/03/10	£1,472	£1,785	£-313	£289	£1,375	£274	1.8	43	0
31/03/09	£1,645	£1,649	£-4	£162	£1,616	£386	2.8	38	0
31/03/08?	£1,960	£1,728	£233	£106	£1,729	£380	2.6	34	0
31/01/07	£1,229	£1,188	£40	£112	£1,546	£477	4.8	29	0
31/01/06	£962	£1,071	£-109	n/a	n/a	n/a	n/a	n/a	n/a
31/01/05	£1,056	£915	£141	n/a	n/a	n/a	n/a	n/a	n/a
31/01/04	£946	£810	£136	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 31.4%
Fundraising Costs/Total Spending: 33.2%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 7%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 77%
Reserves/Spending: 21.9 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.6

Asset Split ?

Balance Sheet History

Established: 61 years

www.nwt.org.uk

mail@northwt.org.uk

0191 284 6884

Charity Commission for England and Wales

Tweets

Listed activities

Environment/Conservation/Heritage

GiG Classification

Animal sanctuaries and shelters

How it operates

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

Where it operates

Newcastle Upon Tyne City, North Tyneside, Northumberland,

Who it helps

The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Esmee Fairbairn	£445,500
Department for Environment, Food and Rural Affairs	£326,037
National Lottery Heritage Fund	£177,800
Community Foundation serving Tyne & Wear and Northumberland	£36,943

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Northumberland Wildlife Trust Ltd
£158,600	15/06/2023	Red Squirrel Recovery Network (RSRN)
Esmee Fairbairn - Grant to Northumberland Wildlife Trust
£40,500	20/02/2023	Towards unrestricted core costs as a Cost of Living Uplift
Department for Environment, Food and Rural Affairs - PGW 0878-CF1772-Catch my drift 2223 (2223-37k + 2324 37k)
£9,250	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 0878-CF1989-Catch my drift 2223 (2223-37k + 2324 37k)
£25,290	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 - Nature for Climate Fund Peatland Discovery Grant Scheme Project Ref: 33295 Northumberland WT
£18,305	10/12/2021	The ambition of the Northumberland Peat Partnership (NPP) is to develop a roadmap for peatland restoration across the NPP area and contribute proportionally to DEFRAs targets of putting 35,000ha. degraded peatland on a trajectory to restoration by ....more The ambition of the Northumberland Peat Partnership (NPP) is to develop a roadmap for peatland restoration across the NPP area and contribute proportionally to DEFRAs targets of putting 35,000ha. degraded peatland on a trajectory to restoration by 2035. A successful NfC Discovery Grant bid would enable NPP to continue its programme of peatland assessment and restoration work with a bid to the NfC Restoration Grant and will define and prioritise the peatland restoration potential to secure further funding over the next 25 years and beyond.
Esmee Fairbairn - Grant to Northumberland Wildlife Trust
£405,000	02/11/2021 60	Towards core costs delivering the Great North Bog initiative on peatlands work in northern England.
Co-Operative Group - Grant to Northumberland Wildlife Trust
£5,208	23/10/2021	We would like to buy resources for our East Chevington Nature Reserve to run wildlife education activities for the local community, particularly pupils at Red Row First School.
Co-Operative Group - Grant to Restoring Ratty
£2,363	23/10/2021	We'd like to reach out to local young people and get them involved in their natural environment.
Community Foundation serving Tyne & Wear and Northumberland - A grant to Northumberland Wildlife Trust
£19,670	21/10/2021	A year-long trainee placement for a young person to work across Druridge Bay
Community Foundation serving Tyne & Wear and Northumberland - A grant to Northumberland Wildlife Trust
£17,273	21/10/2021	Building a new accessible wildlife hide at Hauxley Nature Reserve
Department for Environment, Food and Rural Affairs - PEA0020-CF1556 - DEFRA PEATLAND-NWT extended into 21/22
£23,242	01/04/2021	The purpose of the funding is to achieve 1,756.75ha of peat restoration in 2020/21 as a contribution towards the delivery of the Nature for Climate Funds target for 35,000 ha of peat restoration by March 2025
Department for Environment, Food and Rural Affairs - PEA0020-CF1289 - DEFRA PEATLAND-NWT extended into 21/22
£32,750	01/04/2021	The purpose of the funding is to achieve 1,756.75ha of peat restoration in 2020/21 as a contribution towards the delivery of the Nature for Climate Funds target for 35,000 ha of peat restoration by March 2025
Department for Environment, Food and Rural Affairs - PEA0020-CF1550 - DEFRA PEATLAND-NWT extended into 21/22
£105,121	01/04/2021	The purpose of the funding is to achieve 1,756.75ha of peat restoration in 2020/21 as a contribution towards the delivery of the Nature for Climate Funds target for 35,000 ha of peat restoration by March 2025
Department for Environment, Food and Rural Affairs - PGW0694-CF1590 - Catch My Drift*25% Adv to be evidenced*
£15,479	01/04/2021	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 - PGW0694-CF1206 - Catch My Drift
£6,436	01/04/2021	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 - PGW0621-CF1373 - linking the levels-Idle washlands 30K (2021)+45k (2122)
£16,840	01/04/2021	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 - PGW0621-CF1324 - linking the levels-Idle washlands 30K (2021)+45k (2122)
£12,320	01/04/2021	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 - PEA0020-CF1141 - DEFRA PEATLAND-NWT
£61,005	16/11/2020	The purpose of the funding is to achieve 1,756.75ha of peat restoration in 2020/21 as a contribution towards the delivery of the Nature for Climate Funds target for 35,000 ha of peat restoration by March 2025
Community Foundation Tyne & Wear & Nthmbrlnd - improving an area of woodland in East Chevington Nature Reserve
£7,731	08/10/2020	improving an area of woodland in East Chevington Nature Reserve
National Lottery Heritage Fund - Grant to Northumberland Wildlife Trust Ltd
£19,200	22/06/2020	COVID19 Northumberland Wildlife Trust
Community Foundation serving Tyne & Wear and Northumberland - Removing Sitka trees from Steng Moss
£4,250	11/06/2019	Removing Sitka trees from Steng Moss
Community Foundation serving Tyne & Wear and Northumberland - A wildflower meadow at East Chevington
£7,744	19/03/2019	A wildflower meadow at East Chevington
National Lottery Heritage Fund - Grant to Northumberland Wildlife Trust Ltd
£85,300	31/01/2019	2020 Vision: Securing a future for nature in a climate of change
National Lottery Heritage Fund - Grant to Northumberland Wildlife Trust Ltd
£505,800	27/11/2018	Catch My Drift
Co-Operative Group - Grant to Northumberland Wildlife Trust
£5,820	19/11/2018	We want to buy resources for our nature reserve to be able to run wildlife education activities for people of all ages and abilities.
Community Foundation serving Tyne & Wear and Northumberland - Kielderhead Wildwood
£5,000	09/11/2018	Kielderhead Wildwood
Community Foundation serving Tyne & Wear and Northumberland - Hide and Seek at Druridge Pools
£9,600	25/09/2018	Hide and Seek at Druridge Pools
Community Foundation serving Tyne & Wear and Northumberland - Improving access to nature
£2,670	14/05/2018	Improving access to nature
Community Foundation Tyne & Wear & Nthmbrlnd - Changing lives through nature - developing wildlife workshops for schools
£10,000	07/03/2018	Changing lives through nature - developing wildlife workshops for schools
Community Foundation Tyne & Wear & Nthmbrlnd - Wood Works
£11,750	25/09/2017	Wood Works
Community Foundation Tyne & Wear & Nthmbrlnd - Towards Hodgkin Park - Building a New Heritage phase 1
£8,299	24/01/2017	Towards Hodgkin Park - Building a New Heritage phase 1
National Lottery Heritage Fund - Grant to Northumberland Wildlife Trust Ltd
£375,100	01/12/2016	Kielderhead Wildwood
National Lottery Heritage Fund - Grant to Northumberland Wildlife Trust Ltd
£435,900	10/09/2015	Restoring Ratty: the return of the Water Vole to Kielder Forest
Community Foundation Tyne & Wear & Nthmbrlnd - Towards Forest School project
£9,540	04/08/2015	Towards Forest School project
Community Foundation Tyne & Wear & Nthmbrlnd - Towards Wild West
£12,460	04/08/2015	Towards Wild West
Community Foundation Tyne & Wear & Nthmbrlnd - Towards Wildlife Discovery Centre at Hauxley
£30,000	22/06/2015	Towards Wildlife Discovery Centre at Hauxley
National Lottery Heritage Fund - Grant to Northumberland Wildlife Trust Ltd
£443,900	13/03/2014	Dynamic Druridge
Esmee Fairbairn - Grant to Northumberland Wildlife Trust
£79,219	09/10/2013	Towards a living seas officer working on marine protection for the North Sea and awareness-raising in communities in Northumberland.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 10/12 persons

Age Range of Trustees: 40-74

AILSA KATHARINE HOBSON Appointed: 2017, Occupation: Solicitor

DEREK COATES Appointed: 2017, Occupation: Retired

EVELINE BRUNTON Appointed: 2019, Occupation: Tbc

JAMES GRAHAM SIMPSON GILL Appointed: 2015, Occupation: Retired

JOHN BAKER-CRESSWELL Appointed: 2022

KAREN STATHAM Appointed: 2018, Occupation: Business Executive

MICHAEL JEFFRIES Appointed: 2019, Occupation: University Lecturer

NIGEL PORTER Appointed: 2019, Occupation: Retired

PATRICIA CRESSWELL Appointed: 2019, Occupation: Tbc

ROSIE TAPSFIELD Appointed: 2023, Occupation: Officer Newcastle City Council

SUREN KANAGASUNDARAM Appointed: 2022, Occupation: Consultant Nephrologist

TRAI ANFIELD Appointed: 2019, Occupation: Tbc

Legal constitution

Charitable company registered in England & Wales on 15/01/1964, number: 221819
Registered at Companies House on 13/03/1962, number: 00717813

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
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
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; all on time

Main office

Northumberland Wildlife Trust Ltd
The Garden House
St. Nicholas Park
Jubilee Road
Gosforth
NEWCASTL

Objectives

(1) FOR THE BENEFIT OF THE PUBLIC, TO ADVANCE, PROMOTE AND FURTHER (PRIMARILY BUT NOT EXCLUSIVELY WITHIN THE COUNTY OF NORTHUMBERLAND, CITY OF NEWCASTLE AND BOROUGH OF NORTH TYNESIDE OR OTHER SUCH DESIGNATION AS MAY BE GIVEN TO THOSE AREAS) THE CONSERVATION MAINTENANCE AND PROTECTION OF (A) WILDLIFE AND ITS HABITATS (B) PLACES OF NATURAL BEAUTY (C) PLACES & OBJECTS OF ZOOLOGICAL, BOTANICAL, ECOLOGICAL, GEOGRAPHICAL, ARCHAEOLOGICAL, HISTORICAL OR SCIENTIFIC INTEREST (D) FEATURES OF LANDSCAPE WITH GEOLOGICAL, PHYSIOGRAPHICAL OR AMENITY VALUE, IN PARTICULAR, BUT NOT EXCLUSIVELY, IN WAYS THAT FURTHER BIODIVERSITY. (2) TO ADVANCE THE EDUCATION OF THE PUBLIC IN (A) THE PRINCIPLES AND PRACTICE OF SUSTAINABLE DEVELOPMENT (B) THE PRINCIPLES AND PRACTICE OF BIODIVERSITY CONSERVATION. (3) TO PROMOTE RESEARCH IN ALL BRANCHES OF NATURE STUDY AND TO PUBLISH THE USEFUL RESULTS THEREOF.

Defined Area of Benefit:

NORTHUMBERLAND, NORTH TYNESIDE AND CITY OF NEWCASTLE UPON TYNE.

Data Sources

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