THE RUFFORD FOUNDATION

Charity number: 1117270
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

MAKING GRANTS TO CONSERVATIONISTS AND ORGANISATIONS, PREDOMINANTLY IN THE DEVELOPING WORLD

Income and expenditure

Data for financial year ending 05 April 2024

Total income:
£4,197,854

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Donations and legacies £307.55k
Charitable activities £0
Other trading activities £0
Investments £3.87m
Other £24.65k

Total expenditure:
£3,759,636

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Raising funds £329.38k
Charitable activities £3.43m
Other £0

-£561,143 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £329.38k
Charitable expenditure £3.43m
Retained for future use £438.22k

People

5 Employee(s)

5 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1
£80k to £90k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Animals
  • Environment/conservation/heritage
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England
  • Albania
  • Argentina
  • Armenia
  • Australia
  • Bangladesh
  • Benin
  • Bhutan
  • Bolivia
  • Bosnia And Herzegovina
  • Botswana
  • Brazil
  • Burkina Faso
  • Cambodia
  • Cameroon
  • Cape Verde
  • Chile
  • Colombia
  • Congo
  • Congo (Democratic Republic)
  • Costa Rica
  • Ecuador
  • El Salvador
  • Equatorial Guinea
  • Eritrea
  • Ethiopia
  • Fiji
  • Georgia
  • Ghana
  • Guatemala
  • Haiti
  • India
  • Indonesia
  • Ivory Coast
  • Kazakhstan
  • Kenya
  • Kyrgyzstan
  • Liberia
  • Madagascar
  • Malaysia
  • Maldives
  • Mauritania
  • Mexico
  • Mongolia
  • Montenegro
  • Mozambique
  • Namibia
  • Nepal
  • Nicaragua
  • Niger
  • Nigeria
  • Pakistan
  • Panama
  • Paraguay
  • Peru
  • Philippines
  • Rwanda
  • São Tomé And Principe
  • Serbia
  • Seychelles
  • Sierra Leone
  • South Africa
  • Sri Lanka
  • Tanzania
  • Thailand
  • Togo
  • Tunisia
  • Turkey
  • Uganda
  • Uruguay
  • Vietnam
  • Zimbabwe

Governance

Registration history:
  • 15 December 2006: Standard registration
  • 28 March 2013: Funds received from 326163 THE RUFFORD FOUNDATION
Organisation type:
Trust
Other names:
  • RUFFORD SMALL GRANTS (Working name)
  • RUFFORD SMALL GRANTS FOUNDATION (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Sian Jones Trustee 10 October 2024
None on record
Steven Broad Trustee 10 October 2024
None on record
MR IAIN SMAILES Trustee 19 April 2016
None on record
HUGO BENJAMIN EDWARDS Trustee
None on record
Elizabeth Sarah Brunwin Trustee
WILD TEAM CONSERVATION
Received: On time
Ripple Effect International
Received: On time

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £3.67m £3.32m £4.53m £3.63m £4.20m
Total expenditure £3.89m £4.07m £3.63m £3.77m £3.76m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £0 £0 £24.45k £14.59k £307.55k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £0 £0 £0 £0 £0
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £3.67m £3.32m £4.50m £3.62m £3.87m
Income - Other £2.60k £0 £0 £0 £24.65k
Income - Legacies £0 £0 £0 £0 £307.55k
Expenditure - Charitable activities £3.58m £3.76m £3.30m £3.45m £3.43m
Expenditure - Raising funds £311.25k £312.06k £332.98k £319.83k £329.38k
Expenditure - Governance £57.92k £58.20k £68.26k £81.08k £104.37k
Expenditure - Grants institution £2.90m £3.14m £2.55m £2.87m £2.79m
Expenditure - Investment management £311.25k £312.06k £332.98k £319.83k £329.38k
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Own use assets £516.03k £500.49k £487.47k £476.73k £462.55k
Long-term investments £99.64m £112.55m £121.30m £116.86m £119.09m
Other assets £950.03k £745.99k £996.51k £606.57k £1.07m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £141.38k £437.50k £289.93k £273.96k £280.70k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 05 April 2024 17 January 2025 On Time
Accounts and TAR 05 April 2024 17 January 2025 On Time Download Open in new window
Annual return 05 April 2023 02 February 2024 On Time
Accounts and TAR 05 April 2023 02 February 2024 On Time Download Open in new window
Annual return 05 April 2022 17 October 2022 On Time
Accounts and TAR 05 April 2022 17 October 2022 On Time Download Open in new window
Annual return 05 April 2021 17 November 2021 On Time
Accounts and TAR 05 April 2021 17 November 2021 On Time Download Open in new window
Annual return 05 April 2020 09 December 2020 On Time
Accounts and TAR 05 April 2020 09 December 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED DATED 15/11/2006 AS AMENDED BY TRUSTEES' RESOLUTION UNDER SECTION 282 OF CHARITIES ACT 2011 AND CONCURRED WITH ON 17/10/2012 AS AMENDED BY SCHEME DATED 18/10/2012 AS AMENDED ON 26/03/2013 as amended on 08 Oct 2024

Charitable objects

TO: 1. PROMOTE FOR THE BENEFIT OF THE PUBLIC PREDOMINANTLY IN COUNTRIES OTHER THAN THOSE DENOTED BY THE INTERNATIONAL MONETARY FUND AS "ADVANCED ECONOMIES" THE CONSERVATION AND PROTECTION OF FAUNA AND FLORA AND THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE NATURAL ENVIRONMENT; 2. ADVANCE THE EDUCATION OF THE PUBLIC IN THE CONSERVATION AND PROTECTION OF FAUNA AND FLORA AND THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE NATURAL ENVIRONMENT INCLUDING RESEARCH INTO THE SAME AND DISSEMINATION OF THE USEFUL RESULTS OF SUCH RESEARCH.

Area of benefit

The area the charity can operate in, as set out in its governing document.

COUNTRIES OTHER THAN THOSE DENOTED BY THE INTERNATIONAL MONETARY FUND AS "ADVANCED ECONOMIES"

Contact information

Address:
THE RUFFORD FOUNDATION
6TH FLOOR
250 TOTTENHAM COURT ROAD
LONDON
W1T 7QZ
Phone:
02074368604
Email:
No information available
Website:

www.rufford.org Open in new window