Overall GiG Score: 9 ?
Finance Score: -4
Governance Score: 2
Support Score: 11
  • Liabilities <10%: +3
  • Excess reserves: -4
  • Fundraising costs high: -3
  • 12+ Trustees: -1
  • Good trustee age range: +3
  • Grant maker support: +11

WORCESTERSHIRE WILDLIFE TRUST 

Our principal activities are: the acquisition and management of nature reserves; the collection and dissemination of biological data; the provision of advice and comment to authorities and land-managers; and the promotion of wildlife conservation through education programmes. The principal activity of the Trust's subsidiary trading company is that of consultancy services.
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 and there are significant future grants due to be received
  • The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

  • There are 15 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

  • This charity has substantial assets and unrestricted reserves of £9,396,929 available, equivalent to 49 months of spending and so may not be able to utilise additional funding
  • Fundraising costs are extremely high relative to funds raised
Established: 55 years

www.worcswildlifetrust.co.uk

enquiries@worcestershirewildlifetrust.org

01905754919

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?

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£2,916£2,315£602£769£17,638£9,39748.735440
31/03/22£2,793£2,170£623£799£17,311£9,55452.838400
31/03/21£2,596£2,118£478£727£16,687£9,63254.638400
31/03/20£2,652£1,912£740£714£15,679£8,95556.240400
31/03/19£2,302£1,996£306£651£14,960£8,43550.737400
31/03/18£3,017£1,699£1,318£641£14,581£7,97356.3300
31/03/17£1,742£1,769£-27£766£13,320£7,82853.1290
31/03/16£1,950£1,602£348£673£13,167£7,65557.3290
31/03/15£1,932£1,656£276£648£6,472£3,99629340
31/03/14£2,075£1,905£170£664£6,088£3,84024.2320
31/03/13£2,503£1,667£837£594£5,845£3,59925.9340
31/03/12£1,713£1,738£-24£592£4,871£2,76319.1310
31/03/11?£2,164£2,094£70£752£4,896£2,76915.9250
31/12/09£1,586£1,379£207£632£4,730£1,45612.7210
31/12/08£1,504£1,501£3£673£4,417£1,38811.1210
31/12/07£1,464£1,432£31£667£4,595£2,45820.6250
31/12/06£1,287£1,570£-283£0£0£0n/a00
31/12/05£1,496£939£557£0£0£0n/a00
31/12/04£1,633£1,020£613£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 32.2%
Fundraising Costs/Total Spending: 33.9%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 1%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 53%
Reserves/Spending: 48.7 months
Net Current Assets/Spending: 3 months
Quick Ratio: 2.7
Asset Split ?
What it does
  • Animals
  • Education/Training
  • Environment/Conservation/Heritage
Who works here?
  • 35 employees
  • 440 volunteers
Who it helps
  • Children/Young People
  • The General Public/Mankind
How it operates
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides human resources
  • Sponsors or undertakes research
Where it operates
  • Worcestershire,

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£1,885,100
National Lottery Heritage Fund£1,010,474
Department for Environment, Food and Rural Affairs£51,475
Specific Donations
Amount When
Months
To be used for
Esmee Fairbairn - Social investment to Worcestershire Wildlife Trust
£870,000 03/10/2023
Towards cost of land purchase
Esmee Fairbairn - Social investment to Worcestershire Wildlife Trust
£430,100 03/10/2023
Towards costs of land purchase
National Lottery Heritage Fund - Grant to Worcestershire Wildlife Trust
£240,374 25/01/2022
Green Farm - Reaching out to Ancient Woodland
National Lottery Heritage Fund - Grant to Worcestershire Wildlife Trust
£205,100 02/09/2020
COVID19:Worcestershire WildlifeTrust
Esmee Fairbairn - Social investment Worcestershire Wildlife Trust
£395,000 15/10/2019
24
An investment towards the purchase of 23 hectares of land at Green Farm, Monkwood, as part of our Land Purchase Facility.
Esmee Fairbairn - Social investment Worcestershire Wildlife Trust
£190,000 07/10/2019
24
An investment in Romsley Manor Farm Meadows as part of our Land Purchase Facility.
National Lottery Heritage Fund - Grant to Worcestershire Wildlife Trust
£565,000 03/09/2019
Saving Worcestershire's Heathlands
Department for Environment, Food and Rural Affairs - State Aid Funded (Measure 10)
£10,903 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 - EAFRD - RD Measure 10 EXQ funded
£40,572 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
Esmee Fairbairn - Social investment Worcestershire Wildlife Trust
£870,000 21/01/2019
24
An investment in the purchase of Dropping Well Farm to create heathland habitat, as part of our Land Purchase Facility.
Department for Environment, Food and Rural Affairs - EAFRD - RD Measure 10
£16,330 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
National Lottery Heritage Fund - Grant to Worcestershire Wildlife Trust
£9,500 12/02/2018
Stories From Our Volunteers
Department for Environment, Food and Rural Affairs - LYR Worcestershire 2 (Batchley Brook and Red Ditch)
£20,000 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
National Lottery Heritage Fund - Grant to Worcestershire Wildlife Trust
£201,400 22/11/2016
Hardwick Green Meadows - an essential link in a historic landscape
National Lottery Community Fund - Pond-life outdoor learning at The Knapp & Papermill nature Reserve
£10,000 13/04/2016
12
The group will use the funding to de-silt a pond and replace an unsafe dipping platform. This will enable children to use the site for outdoor learning activities.
Environmental Finance - Conservation of the natural environment
£275,000 29/01/2016
Esmee Fairbairn - Social investment Worcestershire Wildlife Trust
£350,000 09/07/2015
24
An investment in Eldersfield Marsh, as part of the land purchase facility.
National Lottery Heritage Fund - Grant to Worcestershire Wildlife Trust
£85,800 27/05/2015
Protecting Blackhouse Wood for people and wildlife
National Lottery Heritage Fund - Grant to Worcestershire Wildlife Trust
£10,000 24/04/2015
Wild Worcester
National Lottery Heritage Fund - Grant to Worcestershire Wildlife Trust
£65,900 25/11/2013
Hollybed Farm - Fields of Gold Land Purchase Appeal
Esmee Fairbairn - Social investment Worcestershire Wildlife Trust
£377,000 18/09/2012
An investment in the purchase of Taylors Farm Meadows.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (15)
Current Trustees appointed
Gender Split
Based on 13/15 persons

Age Range of Trustees: 43-89
Legal constitution
  • Charitable company registered in England & Wales on 31/07/1969, number: 256618
  • Registered at Companies House on 28/03/1968, number: 00929644
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
19 returns made; all on time
Main office

LOWER SMITE FARM
SMITE HILL
HINDLIP
WORCESTER
WR3 8SZ

Objectives

3.THE OBJECTS FOR WHICH THE TRUST IS ESTABLISHED FOR THE PUBLIC BENEFIT ARE:3.1.TO ADVANCE, PROMOTE AND FURTHER THE CONSERVATION AND PROTECTION OF NATURE RESERVES WHICH SHALL BE OWNED, MAINTAINED OR MANAGED BY THE TRUST.3.2.TO RESTORE, CREATE, STUDY AND FURTHER THE CONSERVATION OF PLACES OF ZOOLOGICAL, BOTANICAL, MYCOLOGICAL, ECOLOGICAL, GEOLOGICAL, OR GENERAL SCIENTIFIC INTEREST.3.3.TO PROMOTE, ENCOURAGE AND CARRY OUT STUDY AND RESEARCH FOR THE ADVANCEMENT OF KNOWLEDGE IN THE NATURAL SCIENCES, TO MAKE GRANTS OR DONATIONS FOR SUCH PURPOSES AND TO ENCOURAGE AND SUPPORT THE RECORDING AND PUBLICATION OF THE USEFUL RESULTS THEREOF.3.4.TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE PRINCIPLES AND PRACTICES OF BIODIVERSITY CONSERVATION AND SUSTAINABLE DEVELOPMENT WHICH MEETS THE NEEDS OF THE PRESENT WITHOUT COMPROMISING THE ABILITY OF FUTURE GENERATIONS TO MEET THEIR OWN NEEDS.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
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