Finance Score: 1

Governance Score: 4

Support Score: 6

Liabilities <10%: +3
Multiple Deficits: -2

No volunteer policy: -2
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +6

Overall GiG Score: 11

GWENT WILDLIFE TRUST LTD

Gwent Wildlife Trust has a vision of an environment rich in wildlife for everyone. We work to rebuild biodiversity and engage people with their environment. We manage land, campaign for wildlife, provide advice and promote enjoyment and appreciation of 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
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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
Over half the Board have joined recently

Financial issues to consider:

On several occasions in recent years income has been less than spending

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		£1,891	£1,613	£278	£262	£3,552	£1,563	11.6	29	288
31/03/22		£1,449	£1,232	£217	£124	£3,205	£1,572	15.3	27	245
31/03/21		£922	£1,294	£-373	£133	£2,988	£1,541	14.3	28	149
31/03/20		£984	£1,167	£-183	£130	£3,360	£1,824	18.7	28	248
31/03/19		£764	£1,121	£-358	£144	£3,543	£2,157	23.1	27	200
31/03/18		£3,333	£1,237	£2,096	£129	£3,901	£2,563	24.9	26	0
31/03/17		£928	£1,003	£-75	£131	£1,805	£376	4.5	23	0
31/03/16	*	£988	£1,048	£-59	£125	£1,754	£455	5.2	27	0
31/03/15		£1,060	£814	£246	£84	£1,814	£229	3.4	23	0
31/03/14		£850	£849	£2	£118	£1,568	£249	3.5	26	0
31/03/13		£935	£856	£79	£124	£1,566	£232	3.3	26	0
31/03/12		£831	£783	£48	£85	£1,488	£257	3.9	25	0
31/03/11		£731	£738	£-8	£138	£1,439	£222	3.6	24	0
31/03/10		£723	£707	£16	£143	£1,447	£215	3.7	15	0
31/03/09		£726	£770	£-44	£147	£1,431	£174	2.7	16	0
31/03/08		£1,183	£710	£472	£113	£1,476	£171	2.9	16	0
31/03/07	*	£661	£600	£61	£65	£1,039	£227	4.5	16	0
31/03/06		£660	£540	£120	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£494	£492	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£667	£539	£128	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 14.2%
Fundraising Costs/Total Spending: 16.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 1%
Unrestricted Funds/Total Funds: 44%
Reserves/Spending: 11.6 months
Net Current Assets/Spending: 11 months
Quick Ratio: 65.5

Asset Split ?

Balance Sheet History

Established: 60 years

http://www.gwentwildlife.org

gbode@gwentwildlife.org

01600740600

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes

GiG Classification

Land or water management

How it operates

Makes grants to organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Sponsors or undertakes research

Where it operates

Blaenau Gwent, Caerphilly, Monmouthshire, Newport City, Torfaen,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
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.

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Gwent Wildlife Trust Ltd.
£248,834	20/12/2022	#NNF2 Connecting Nature, Connecting Communities
National Lottery Community Fund - Wild Health (continuation)
£359,592	23/09/2021	Gwent Wildlife Trust will use £359592 over four year continuing to deliver the Wild Health project that was originally built on a pilot project. The project will continue to offer recreational social and work based outdoor opportunities for people ....more Gwent Wildlife Trust will use £359592 over four year continuing to deliver the Wild Health project that was originally built on a pilot project. The project will continue to offer recreational social and work based outdoor opportunities for people supporting the improvement of the natural environment. The project will work with 350 participants and will increase their physical and health wellbeing through activities such as nature or history walks bush craft geocaching and exploration of local habitats.
National Lottery Heritage Fund - Grant to Gwent Wildlife Trust
£50,000	02/09/2020	COVID19: Gwent Wildlife Trust
National Lottery Heritage Fund - Grant to Gwent Wildlife Trust
£57,800	25/07/2019	Bridewell Common Land Acquisition
National Lottery Community Fund - Wild Health
£69,086	23/08/2018 24	Project Summary :_x000D_ This project will build on a pilot project, offering recreational, social and work-based outdoor opportunities for people with mental and physical health problems in Gwent. The project will work with 200 participants and ....more Project Summary :_x000D_ This project will build on a pilot project, offering recreational, social and work-based outdoor opportunities for people with mental and physical health problems in Gwent. The project will work with 200 participants and will increase their health and wellbeing through activities such as bush craft, geocaching and nature walks._x000D_ What Money is for :_x000D_ This grant, over two years, will fund a full-time Project Officer, training costs, travel and expenses, marketing and communications, events, equipment, overheads and redundancy costs.
National Lottery Heritage Fund - Grant to Gwent Wildlife Trust
£4,800	27/10/2017	Gwent Wildlife Trust Nature Reserves Audit
National Lottery Heritage Fund - Grant to Gwent Wildlife Trust
£43,300	27/07/2017	Where's your Wildlife?
National Lottery Community Fund - R2 The Pumphouse
£49,435	14/02/2017 12	R2 The Pumphouse
National Lottery Heritage Fund - Grant to Gwent Wildlife Trust
£47,000	27/03/2015	Magnificent Marshy Mammals
National Lottery Community Fund - People and Wildlife
£365,194	30/01/2014 36	The project will benefit people in the areas of north Torfaen and Blaenau Gwent east, engaging families and young NEET people (not in education, employment or training) with their local environment. Training and events will offer work placements and ....more The project will benefit people in the areas of north Torfaen and Blaenau Gwent east, engaging families and young NEET people (not in education, employment or training) with their local environment. Training and events will offer work placements and training to enable them to progress into education, training or employment. This three year grant will fund an existing team of four project staff, the costs of volunteers, training, evaluation, marketing, expenses and overheads.
National Lottery Heritage Fund - Grant to Gwent Wildlife Trust
£10,000	11/06/2013	Building relations, improving fundraising, and generating income
National Lottery Community Fund - People and Wildlife
£250,000	28/01/2010 36	The project will engage with and empower communities in the upper Ebbw Fawr Valley to increase their capacity for environmental action by involving them in environmental projects. This will be achieved by encouraging more people to get actively ....more The project will engage with and empower communities in the upper Ebbw Fawr Valley to increase their capacity for environmental action by involving them in environmental projects. This will be achieved by encouraging more people to get actively involved in creating and developing greenspaces for wildlife and people, increasing understanding and enjoyment of local wildlife through conservation work and by getting people to help support and develop Gwent Wildlife Trust's nature reserves.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees:

DAVID REES Appointed: 2019, Occupation: Director Of Butterfly Conservation Wales

DR MARY BARKHAM Appointed: 2024

JONATHAN MARTEN HENRY STEPHENS Appointed: 2017, Occupation: Company Director

JULIET HOLT-WILSON Appointed: 2024

LUCY HOLLAND FORD Appointed: 2021

MARC LEPPARD (Chair) Appointed: 2021, Occupation: Management Consultant

MAVIS MCKENZIE CECIL Appointed: 2024

RICHARD HUGH HOWELL Appointed: 2022, Occupation: Trustee

SUE FINN Appointed: 2015, Occupation: Retired

TIM RATHBONE Appointed: 2024

TOM ABBEY SMITH Appointed: 2024

Legal constitution

Charitable company registered in England & Wales on 17/06/1965, number: 242619
Registered at Companies House on 13/07/1964, number: 00812535

Gift Aid

Registered with HMRC for Gift Aid

Fundraising Regulator

First registered: 09/23/2017, current status: Large charity (levy paid)

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
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 expenses policy and procedures

Filing Record

20 returns made; AR16: 0 days late, AR07: 265 days late,

Main office

Chestnut Suite
Mamhilad House
Mamhilad Park Estate
Mamhilad
Pontypool
NP4 0HZ

Objectives

1. FOR THE BENEFIT OF THE PUBLIC, TO ADVANCE, PROMOTE AND FURTHER THE CONSERVATION MAINTENANCE AND PROTECTION OF: (I) TERRESTRIAL AND MARINE HABITATS AND THEIR WILDLIFE; (II) PLACES OF NATURAL BEAUTY; (III) PLACES OF ZOOLOGICAL, BOTANICAL, GEOGRAPHICAL, ARCHAEOLOGICAL OR SCIENTIFIC INTEREST; (IV) FEATURES OF LANDSCAPE WITH GEOLOGICAL, PHYSIOGRAPHICAL, OR AMENITY VALUE IN PARTICULAR, BUT NOT EXCLUSIVELY, IN WAYS THAT FURTHER BIOLOGICAL CONSERVATION. 2. TO ADVANCE THE EDUCATION OF THE PUBLIC IN: (I) THE PRINCIPLES AND PRACTICE OF SUSTAINABLE DEVELOPMENT; (II) THE PRINCIPLES AND PRACTICE OF BIODIVERSITY CONSERVATION. 3. TO PROMOTE RESEARCH IN ALL BRANCHES OF NATURE STUDY AND TO PUBLISH THE USEFUL RESULTS THEREOF. SUSTAINABLE DEVELOPMENT IS PRIMARILY DEFINED AS 'DEVELOPMENT THAT MEETS THE NEEDS OF THE PRESENT WITHOUT COMPROMISING THE ABILITY OF FUTURE GENERATIONS TO MEET THEIR OWN NEEDS' (BRUNDTLAND COMMISSION).

Defined Area of Benefit:

NOT DEFINED

Data Sources

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