Finance Score: 2

Governance Score: 4

Support Score: 4

Strong growth: +2
No PartB

Only 3 Trustees: -2
Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 10

RED SQUIRREL SOUTH WEST PROJECT LIMITED

Conservation & restoration of the red squirrel to the south west of England

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

There are only 3 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/05/23	£83	£87	£-4	n/a	n/a	n/a	n/a	n/a	1
31/05/22	£27	£24	£3	n/a	n/a	n/a	n/a	n/a	2
31/05/21	£4	£12	£-9	n/a	n/a	n/a	n/a	n/a	0
31/05/20	£26	£17	£10	n/a	n/a	n/a	n/a	n/a	3
31/05/19	£44	£9	£35	n/a	n/a	n/a	n/a	n/a	3
31/05/18	£9	£6	£4	£0	£0	£0	n/a	0	0
31/05/17	£7	£4	£2	£0	£0	£0	n/a	0	0
31/05/16	£4	£3	£1	£0	£0	£0	n/a	0	0
31/05/15	£0	£3	£-3	£0	£0	£0	n/a	0	0
31/05/14	£4	£5	£0	£0	£0	£0	n/a	0	0
31/05/13	£3	£0	£3	£0	£0	£0	n/a	0	0
31/05/12	£2	£2	£0	£0	£0	£0	n/a	0	0
31/05/11	£8	£9	£-1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 14 years

www.redsquirrelsouthwest.org.uk

rsswproject@gmail.com

07968273805

Charity Commission for England and Wales

Listed activities

Animals
Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides human resources
Sponsors or undertakes research

Where it operates

Bath And North East Somerset, Bournemouth, Cornwall, Devon, Dorset, Gloucestershire, North Somerset, Poole, Somerset, Wiltshire,

Who it helps

Other Charities Or Voluntary Bodies
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.

Specific Donations

Amount	When Months	To be used for
Department for Environment, Food and Rural Affairs - Collaborative recovery of Exmoor's ancient Atlantic Oak woodlands, and reintroduction of native red squirrel
£66,080	01/04/2022	The Woods into Management Forestry Innovation Funds aim to stimulate the development and testing of new ideas that can help improve the ecological condition of woodlands, and their resilience to ....more The Woods into Management Forestry Innovation Funds aim to stimulate the development and testing of new ideas that can help improve the ecological condition of woodlands, and their resilience to climate change, via increased demand for wood and increased levels of woodland management.
Department for Environment, Food and Rural Affairs - Collaborative recovery of Exmoors ancient Atlantic Oak woodlands, and native red squirrel
£17,203	01/04/2021	The WiM Forestry Innovation Funds aim to restore vulnerable woodland habitats and help woodlands adapt to a changing climate and recover from the impacts of pests and diseases.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

Age Range of Trustees: 29-78

CHARLOTTE GANNON Appointed: 2021, Occupation: Student

PATRICK JOHN MARTIN Appointed: 2014, Occupation: Retired

THOMAS FREDERICK EDGAR Appointed: 2022, Occupation: Property Investment

Legal constitution

Charitable company registered in England & Wales on 19/10/2010, number: 1138484
Registered at Companies House on 06/05/2010, number: 07245643

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
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

13 returns made; all on time

Main office

ESCOT HOUSE
ESCOT PARK
OTTERY ST. MARY
EX11 1LU

Objectives

TO PROMOTE THE PRESERVATION AND CONSERVATION OF THE RED SQUIRREL AND ITS HABITAT IN THE SOUTH WEST OF ENGLAND FOR THE BENEFIT OF THE PUBLIC IN GENERAL.

Defined Area of Benefit:

THE SOUTH WEST OF ENGLAND

Data Sources