Finance Score: -2
Governance Score: 6
Support Score: 12
  • Strong growth: +2
  • Fundraising costs high: -4
  • Good trustee age range: +3
  • Dynamic board: +3
  • Large volunteers +3
  • Overall weighted support: +9
Overall GiG Score: 16 ?

THE HERTFORDSHIRE AND MIDDLESEX WILDLIFE TRUST LIMITED

Herts and Middlesex Wildlife Trust works to protect wildlife. We take practical action every day across more than 40 nature reserves to ensure the survival of native species and their habitats, and give people access to nature.The Wildlife Trusts are unique in being the only organisations that work to protect the full range of UK habitats and species, at a local level.
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • 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 dynamic in terms of composition

Financial issues to consider:

  • 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
31/03/24£2,859£2,831£28£1,102£5,180£1,5976.8511,000
31/03/23£2,564£2,782£-218£756£5,096£1,5256.6421,052
31/03/22£2,430£2,310£120£665£5,383£1,94610.138955
31/03/21£2,176£2,025£151£456£5,242£2,00111.935730
31/03/20?£2,411£1,867£544£522£4,930£1,74411.235683
31/03/18£2,342£1,766£576£578£4,241£1,4409.8340
31/03/17£2,106£1,791£315£536£3,668£1,52810.2320
31/03/16£1,786£1,628£158£520£3,261£1,52111.2300
31/03/15£1,823£1,616£207£536£3,104£1,52111.3300
31/03/14£1,556£1,574£-18£464£2,889£1,35110.3310
31/03/13£1,904£1,797£106£426£2,908£1,3599.1310
31/03/12£1,532£1,446£86£424£2,796£1,35511.2230
31/03/11£1,500£1,440£59£423£2,709£1,20910.1210
31/03/10£1,328£1,240£89£406£2,647£1,13611190
31/03/09£2,013£1,073£940£406£2,544£1,06511.9180
31/03/08£1,561£1,378£183£350£1,620£9858.6170
31/03/07£1,848£1,315£533£358£1,441£8918.1170
31/03/06£1,294£1,188£106n/an/an/an/an/an/a
31/03/05£1,063£967£96n/an/an/an/an/an/a
31/03/04£1,018£924£94n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 39.6%
Fundraising Costs/Total Spending: 38.9%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 11%
Liabilities/Income: 22%
Unrestricted Funds/Total Funds: 31%
Reserves/Spending: 6.8 months
Net Current Assets/Spending: 8 months
Quick Ratio: 3
Asset Split ?
Balance Sheet History
Established: 60 years

www.hertswildlifetrust.org.uk

info@hmwt.org

01727858901

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Environment/Conservation/Heritage
GiG Classification
  • Land or water management
How it operates
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Barnet, Enfield, Harrow, Hertfordshire, Hillingdon,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • People Of A Particular Ethnic Or Racial Origin
  • People With Disabilities
  • 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.

Major supporters in last 5 years
National Lottery Heritage Fund£551,813
DCMS£99,950
Department for Environment, Food and Rural Affairs£25,273
National Lottery Community Fund£9,455
Specific Donations
Amount When
Months
To be used for
National Lottery Heritage Fund - Grant to Hertfordshire & Middlesex Wildlife Trust Ltd
£233,115 07/12/2023
A Wilder Future for Hertfordshire and Middlesex Wildlife Trust
National Lottery Heritage Fund - Grant to Hertfordshire & Middlesex Wildlife Trust Ltd
£162,698 12/05/2022
Ancient Astonbury and our Wilder Woodlands
Department for Environment, Food and Rural Affairs - Environmental Stewardship Transferred to DEFRA NSA P2
£2,773 01/04/2022
This measure covers farm and business development grants made under Countryside Productivity and ESIF Growth Programme. Grants are made in two instalments 80% of the total paid following confirmation ....more
Department for Environment, Food and Rural Affairs - WEIF8402 22/23-Upper Lea HMWT
£7,500 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 - WEIF3507 22/23-London - Lower Lea North
£3,750 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
Hertfordshire Community Foundation - Wilder Communities
£4,900 04/03/2022
Grant to Herts & Middlesex Wildlife Trust
DCMS - GRCF2021: Hertfordshires Living Rivers Network
£99,950 21/06/2021
Hertfordshire is home to one of the rarest environments in the world chalk rivers but they are under serious threat. Our project works collaboratively across a network of partners, including ....more
National Lottery Heritage Fund - Grant to Hertfordshire and Middlesex Wildlife Trust Limited
£156,000 13/08/2020
COVID19: Hertfordshire and Middlesex Wildlife Trust
Department for Environment, Food and Rural Affairs - WEIF3507-20/21 - London - Lower Lea North
£3,750 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 - WEIF8402-20/21 - Upper Lea
£7,500 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
National Lottery Community Fund - Go Wild in the Garden!
£9,455 19/09/2019
12
Go Wild in the Garden!
Hertfordshire Community Foundation - Grant to Herts & Middlesex Wildlife Trust
£15,000 29/08/2019
Many of our beneficiaries are isolated at home because of COVID-19 and as a result, their mental health and wellbeing is suffering. There is growing evidence to show the benefit of nature for ....more
Department for Environment, Food and Rural Affairs - EAFRD - RD Measure 10 EXQ funded
£10,578 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
Department for Environment, Food and Rural Affairs - WEIF3507- 19/20 - LONDON - LOWER LEE NORTH - WFD CRF GRANT PAYMENT FOR CHARITIES.
£3,750 01/04/2019
Water Environment Improvement Fund - Catchment Partnership Action Fund (CPAF) 2019/20
Department for Environment, Food and Rural Affairs - WEIF8402-19/20 - UPPER LEE HEREFORDSHIRE - WFD CRF GRANT PAYMENTS TO CHARITIES
£7,500 01/04/2019
Water Environment Improvement Fund - Catchment Partnership Action Fund (CPAF) 2019/20
Department for Environment, Food and Rural Affairs - ALB - Environment Agency - LONDON - LOWER LEE NORTH WFD CRF GRANT PAYMENTS TO CHARITIES
£3,750 01/04/2018
Water Envronment Improvement Fund Hosting for Catchment Partnership for 1819
Department for Environment, Food and Rural Affairs - ALB - Environment Agency - UPPER LEA WFD CRF GRANT PAYMENTS TO CHARITIES
£7,500 01/04/2018
Water Envronment Improvement Fund Hosting for Catchment Partnership for 1819
Department for Environment, Food and Rural Affairs - London - Lower Lee North
£3,750 01/04/2017
Water Envronment Improvement Fund Catchment Based Approach National Support Group Work Programme 1718
Department for Environment, Food and Rural Affairs - Upper Lea
£7,500 01/04/2017
Water Envronment Improvement Fund Catchment Based Approach National Support Group Work Programme 1718
National Lottery Community Fund - London Colney Neighbourhood Nature
£10,000 06/09/2010
12
This is a project by a registered charity in St Albans. The group will use funding to enhance a local nature reserve by clearing away rubbish and overgrown scrub, making the site accessible for the ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)
Current Trustees appointed
Gender Split

Age Range of Trustees: 38-68
  • DR VERONICA EDMONDS-BROWN PHD
  • DUNCAN BROWN Appointed: 2023, Occupation: Retired
  • JACKIE HUNTER Appointed: 2019, Occupation: Ceo
  • KATHRYN FRANCES MACKENZIE Appointed: 2020, Occupation: Banker
  • LAURA HORTON Appointed: 2021, Occupation: Senior Head Of Operations
  • LISA CLAVERING Appointed: 2021, Occupation: Fundraising And Engagement Consultant
  • LISA FOSTER Appointed: 2023, Occupation: Sustainability Manager
  • LOUISE TURNER Appointed: 2021, Occupation: Television News Executive
  • OLIVIA BERTHAM Appointed: 2015, Occupation: Sustainability Consultant
  • PATRICK SCHNEIDERS Appointed: 2023, Occupation: Public Servant
  • PETER GORDON TALLANTIRE Appointed: 2020, Occupation: Civil Servant
  • STEPHANIE HOLLER Appointed: 2023, Occupation: In-House Solicitor
Legal constitution
  • Charitable company registered in England & Wales on 03/01/1965, number: 239863
  • Registered at Companies House on 21/08/1964, number: 00816710
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment 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; all on time
Main office

GREBE HOUSE
ST MICHAELS STREET
ST ALBANS
HERTS
AL3 4SN

Objectives

1) FOR THE BENEFIT OF THE PUBLIC TO ADVANCE, PROMOTE AND FURTHER THE MAINTENANCE AND PROTECTION OF: I)WILDLIFE AND ITS HABITATS; II)PLACES OF NATURAL BEAUTY; III)PLACES OF ZOOLOGICAL, BOTANICAL, GEOLOGICAL, ARCHAEOLOGICAL OR SCIENTIFIC INTEREST; IV)FEATURES OF LANDSCAPE, WITH GEOLOGICAL, PHYSIOGRAPHICAL OR AMENITY VALUE. 2) TO ADVANCE THE EDUCATION OF THE PUBLIC IN: L) THE PRINCIPLES AND PRACTICE OF SUSTAINABLE DEVELOPMENT II)THE PRINCIPLES AND PRACTICE OF BIODIVERSITY CONSERVATION. 3) TO PROMOTE RESEARCHES IN ALL BRANCHES OF NATURE STUDY AND TO PUBLISH THE USEFUL RESULTS THEREOF..

Defined Area of Benefit:

HERTFORDSHIRE AND MIDDLESEX

Data Sources

Charity Commission for England and Wales
360 Giving

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