THE LUNE RIVERS TRUST
WE AIM TO CONSERVE, PROTECT AND IMPROVE THE RIVERS, STREAMS AND WATERCOURSES IN THE RIVER LUNE CATCHMENT AND TO ADVANCE THE EDUCATION OF THE PUBLIC INA) THE UNDERSTANDING OF RIVERS, RIVER CORRIDORS AND CATCHMENTS, INCLUDING THEIR FAUNA AND FLORA ANDB) THE NEED FOR AND BENEFITS OF THE CONSERVATION AND IMPROVEMENT OF AQUATIC ENVIRONMENTS.
Objects
A TO CONSERVE, PROTECT, REHABILITATE AND IMPROVE THE RIVERS, STREAMS, WATERCOURSES AND WATER IMPOUNDMENTS OF THE CATCHMENTS COMPRISING THE RIVER LUNE THROUGHOUT ITS ENTIRE COURSE AND ALL ITS ASSOCIATED TRIBUTARIES IN CUMBRIA, YORKSHIRE AND NORTH LANCASHIRE.B TO ADVANCE THE EDUCATION OF THE PUBLIC, OR ANY ASSOCIATION, COMPANY, LOCAL AUTHORITY, ADMINISTRATIVE OR GOVERNMENTAL AGENCY OR PUBLIC BODY OR REPRESENTATIVE BODY IN:1 THE UNDERSTANDING OF RIVERS, RIVER CORRIDORS AND CATCHMENTS, INCLUDING THEIR FAUNA, FLORA AND ECONOMIC OR SOCIAL ACTIVITY, AND RIVER CATCHMENT MANAGEMENT.2 THE NEED FOR, AND BENEFITS OF, CONSERVATION, PROTECTION, REHABILITATION AND IMPROVEMENT OF AQUATIC ENVIRONMENTS.
Financial health, per its FY2025 accounts
The accounts state that free/unrestricted reserves stood at £110,000, which is above the stated policy target of £100,000 for the Reserve Fund. The charity reported a net movement in funds of £23,211 and holds total net assets of £294,458, with the trustees confirming adequate resources for going concern.
What the accounts disclose
“The recommendation is that this is set at a target of a minimum of three months expenditure currently £100,000.” — page 6
Policies the charity declares
- 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
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
Corporate structure
- Registered company of the charity Companies House 06489777
Company officers (Companies House)
- GOSAIN, Surbhi on trustee list
- GRAY, Anthony Paul on trustee list
- MARRIOTT, Jeremy David on trustee list
- RIDGWAY, Derek on trustee list
- WALMSLEY, Jennifer Jane, Doctor on trustee list
- JARDINE, Richard John on trustee list
- HURST, Andrew Wilfred Joseph on trustee list
- TODD, John Adrian on trustee list
- PITT, Timothy Giles
Structured financials (annual return, FY ending 31/01/2023)
Trustees
- JOHN ADRIAN TODDchair
- ANDREW HURST
- Anthony Paul Gray
- Derek Ridgway
- JENNIFER JANE WALMSLEY
- Jeremy David Marriott
- Richard John Jardine
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £490k | £467k |
| 31/03/2024 | £361k | £369k |
| 31/01/2023 | £575k | £429k |
| 31/01/2022 | £370k | £377k |
| 31/01/2021 | £485k | £426k |
Common questions
Is THE LUNE RIVERS TRUST financially healthy?
Per its FY2025 accounts: The accounts state that free/unrestricted reserves stood at £110,000, which is above the stated policy target of £100,000 for the Reserve Fund. The charity reported a net movement in funds of £23,211 and holds total net assets of £294,458, with the trustees confirming adequate resources for going concern. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| UK government | 01/04/2019 | £15k | WEIF3901-19/20 LUNE WFD CRF GRANT PAYMENTS TO CHARITIES |
| UK government | 01/04/2018 | £15k | ALB - Environment Agency - LUNE WFD CRF GRANT PAYMENTS TO CHARITIES |
| UK government | — | £10k | Lune Trac follow up |
| UK government | — | £15k | Lune |
| UK government | — | £15k | Lune Trac follow up |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE FIDELITY UK FOUNDATION | 1 | £384k |
| THE WOODLAND TRUST | 1 | £85k |
| THE DERBYSHIRE ENVIRONMENTAL TRUST LIMITED | 1 | £51k |
| The Neath Port Talbot Community Voluntary Service Limited | 1 | £35k |
| THE PORTRACK CHARITABLE TRUST | 1 | £15k |
| BRAMPTON CHARITABLE TRUST | 1 | £12k |
| THE BATCHWORTH TRUST | 1 | £10k |
| The Ashley Family Foundation | 1 | £10k |
Charities like this
- RIBBLE RIVERS TRUST LIMITED
- THE TRENT RIVERS TRUST
- THE RIVERS TRUST
- WEST WALES RIVERS TRUST
- THE CALDER AND COLNE RIVERS TRUST
- Dee Trust
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE LUNE RIVERS TRUST | £490k | — | 0 | unclear | — | no doubt |
| RIBBLE RIVERS TRUST LIMITED | £3.8m | — | — | unclear | — | no doubt |
| THE TRENT RIVERS TRUST | £1.9m | — | — | unclear | — | no doubt |
| THE RIVERS TRUST | £10.5m | — | — | above | — | no doubt |
| WEST WALES RIVERS TRUST | £884k | — | 0 | unclear | — | no doubt |
| THE CALDER AND COLNE RIVERS TRUST | £629k | — | 0 | unclear | — | no doubt |