Finance Score: 1

Governance Score: 5

Support Score: 7

Multiple Deficits: -2
Fundraising costs low: +3
No PartB

Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

Grant maker support: +7

Overall GiG Score: 13

TWEED FORUM

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

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

Financial Data

Income & Spending ?

Period ending	31/03/18	31/03/19	31/03/20	31/03/21	31/03/22	31/03/23
Charitable activities	£1,601,001	£975,075	£628,652	£937,887		£1,702,758
Donations & Legacies	£138,306	£124,836	£110,890	£131,779
Other Income				£10,000
Investment Income	£1,123	£2,238	£2,822	£2,413		£8,109
Total income	£1,757,699	£1,121,233	£759,937	£1,097,552	£2,074,756	£1,946,254
Charitable activities spending	£671,427	£703,255	£787,385	£1,585,373		£1,644,125
Fundraising costs	0%	1%	1%	1%	0%	0%
Other spending			£321,503			£5,260
Total spending	£677,427	£709,255	£1,114,888	£1,591,373	£2,172,788	£1,653,828
Surplus/deficit	£1,080,272	£411,978	-£354,951	-£493,821	-£98,032	£292,426

Download accounts

Established: 24 years

www.tweedforum.org

Listed activities

It makes grants, donations, loans, gifts or pensions to individuals
It makes grants, donations or gifts to organisations
It carries out activities or services itself

GiG Classification

Museums, parks, historical sites

Purposes

The advancement of education
The advancement of the arts, heritage, culture or science
The advancement of environmental protection or improvement

Where it operates

More than one local authority area in Scotland, main operating location: Scottish Borders

Who it helps

Children or young people
Older People
People with disabilities or health problems','No specific group, or for the benefit of the community','Other charities or voluntary bodies

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
National Lottery Heritage Fund - Grant to Tweed Forum
£35,076	30/08/2023	#FIRNS Financing Natural Flood Management for Communities and Wildlife of the Eddleston Water
Department for Environment, Food and Rural Affairs - WEIF8001 22/23-Tweed
£15,000	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 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 management. Partnerships need to consider the targets of the 25 year environment plan, including: clean and plentiful water, thriving plants and wildlife, using resources from nature more sustainably and efficiently, enhancing beauty, heritage and engagement with the natural environment and mitigating and adapting to climate change. This focus will include actions to deliver improvements to the Water Environment (Water Framework Directive) (England & Wales) Regulations 2017 objectives, climate crisis, biodiversity crisis, flood risk, coastal erosion, growing population, plastics and land management delivered through an integrated catchment approach. Managing the water environment (including rivers, lakes, groundwater, estuaries and the sea) can be very complex and requires balancing the priorities and needs of multiple water users, landowners, and organisations with differing roles and responsibilities considering how to maximise natural capital and net gain. Individual grant values range from £3,250 for sub-catchments to £250,000 for the Catchment Based Approach (CaBA) National Support Group (NSG).
Department for Environment, Food and Rural Affairs - WEIF8001-2122 - Tweed - Catchment Host Funding
£15,000	01/04/2021	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 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 environment. Defra has supported civil society organisations to establish and maintain partnerships across Englands catchments.
Department for Environment, Food and Rural Affairs - PGW0693-CF1365 - Northeast INNS Strategy: Preventing WFD deterioration by INNS in the Northeast 2122
£14,929	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

Data sourced from Donors via 360 Giving

How is it governed?

Directors (11)

Current Directors appointed

Gender Split

Based on 10/11 persons

Age Range of Directors: 37-76

DOLBY, Adrian Robert
Appointed: 2022
Occupation: Head Of Agriculture

GLENNIE, Patricia Jean
Appointed: 2019
Occupation: Proprietor

HENDERSON, Simon William
Appointed: 2011
Occupation: Farmer

HEPBURNE SCOTT, James Patrick
Appointed: 2012
Occupation: Consultant

HUNTER, Robert Thomas De Plumpton
Appointed: 2023
Occupation: Chartered Wealth Manager

JARDINE, Paul Robert
Appointed: 2020
Occupation: Company Director

MAXWELL STUART, Catherine Margaret Mary
Appointed: 2023
Occupation: Landowner

PLAYFAIR-HANNAY, Deborra
Appointed: 2015
Occupation: Farmer

SPRAY, Christopher James, Professor
Appointed: 2009
Occupation: Chair Of Water Science & Policy Dundee University

STEWART, Kevin Robert
Appointed: 2021
Occupation: Associate Director

WALLACE, Andrew Robert
Appointed: 2020
Occupation: Company Director

Legal constitution

Charity registered in Scotland on 26/07/2000, number: SC030423
Registered at Companies House on 25/11/1998, number: SC191466

Filing Record

5 returns made; all on time

Main office

Old Melrose Dairy Steading, Melrose, Roxburghshire, TD6 9DF

Objectives

The objects for which the Company is established are for the benefit of the local communities living and working within the area of the Tweed River system and the public generally, to advance the education of those local communities in particular and the public as a whole in the wise and sustainable use and conservation of the river basin, environment and natural heritage of the Tweed and (where it has an impact on the foregoing) the land surrounding the Tweed

Data Sources