SIZE OF WALES

Charity number: 1143178
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Size of Wales aims to engage the people in Wales in helping to protect an area of tropical forests totaling two million hectares, through direct fundraising with employers, individuals, companies and match funding the fundraising efforts of our partners. Size of Wales also raises awareness, in Wales and the wider UK, of the importance of tropical forests for the global climate.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£1,304,568

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Donations and legacies £235.23k
Charitable activities £1.06m
Other trading activities £0
Investments £2.89k
Other £1.80k

Total expenditure:
£1,194,775

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Raising funds £0
Charitable activities £1.19m
Other £0

£0 investments gains (losses)

Total income includes £775,000 from 2 government grant(s)

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.

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Raising funds and other expenditure £0
Charitable expenditure £1.19m
Retained for future use £109.79k

People

11 Employee(s)

12 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Prevention Or Relief Of Poverty
  • Environment/conservation/heritage
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
  • Provides Advocacy/advice/information
  • Other Charitable Activities
Where the charity operates:
  • Throughout Wales

Governance

Registration history:
  • 29 July 2011: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
07642041 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity does not own and/or lease 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

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Carwyn Howell Jones Chair 24 May 2021
FFCC LIMITED
Received: On time
Jeremy Maxwell Lewis Trustee 11 April 2024
CARDIFF UNIVERSITY
Received: On time
Professor John Brewster Hunt Trustee 11 April 2024
ADFERIAD RECOVERY LIMITED
Received: On time
Lisa Julie Hand Trustee 11 April 2024
None on record
Shea Darren Buckland-Jones Trustee 11 April 2024
None on record
Hannah Harvey Trustee 24 August 2021
None on record
Lowri Jenkins Trustee 24 August 2021
None on record
Rebecca Williams Trustee 12 August 2021
None on record
Sarah Bridget Evershed Trustee 03 June 2020
None on record
Richard Huw Denman Trustee 03 June 2020
None on record
Clive Thomas Trustee 28 November 2018
FARM WOODLAND FORUM
Received: On time
Stuart Clarke Trustee 13 May 2014
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £990.56k £1.28m £1.21m £1.10m £1.30m
Total expenditure £658.21k £1.21m £1.16m £1.27m £1.19m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £747.18k £910.40k £800.00k £651.70k £775.00k
Income - Donations and legacies £990.37k £223.31k £192.91k £174.58k £235.23k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £0 £1.06m £1.02m £928.05k £1.06m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £194 £330 £236 £1.16k £2.89k
Income - Other £0 £485 £200 £0 £1.80k
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £658.08k £1.21m £1.16m £1.27m £1.19m
Expenditure - Raising funds £0 £0 £2.10k £0 £0
Expenditure - Governance £5.52k £4.84k £6.08k £5.43k £6.09k
Expenditure - Grants institution £652.57k £902.43k £756.63k £815.62k £735.77k
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £129 £106 £0 £152 £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 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £2.20k £2.50k £1.67k £1.02k £460
Long-term investments £0 £0 £0 £0 £0
Other assets £558.87k £608.86k £692.67k £488.80k £614.96k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £53.87k £33.71k £63.46k £25.32k £41.13k

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 31 March 2024 23 January 2025 On Time
Accounts and TAR 31 March 2024 23 January 2025 On Time Download Open in new window
Annual return 31 March 2023 22 January 2024 On Time
Accounts and TAR 31 March 2023 22 January 2024 On Time Download Open in new window
Annual return 31 March 2022 23 January 2023 On Time
Accounts and TAR 31 March 2022 23 January 2023 On Time Download Open in new window
Annual return 31 March 2021 10 January 2022 On Time
Accounts and TAR 31 March 2021 10 January 2022 On Time Download Open in new window
Annual return 31 March 2020 18 January 2021 On Time
Accounts and TAR 31 March 2020 18 January 2021 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.

MEMORANDUM AND ARTICLES INCORPORATED 20 MAY 2011 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 28 NOV 2018

Charitable objects

1 TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE CONSERVATION, PROTECTION AND SUSTAINABLE MANAGEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT IN ANY PART OF THE WORLD (INCLUDING THE WORLD'S CLIMATE SYSTEMS) AND IN PARTICULAR, BUT NOT LIMITED TO, TROPICAL FORESTS. 2 TO PROMOTE SUSTAINABLE DEVELOPMENT FOR THE BENEFIT OF THE PUBLIC BY: (A) THE CONSERVATION, PROTECTION AND SUSTAINABLE MANAGEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT (INCLUDING THE WORLD'S CLIMATE SYSTEMS) AND THE PRUDENT USE OF TROPICAL FORESTS AND OTHER NATURAL RESOURCES; (B) THE RELIEF OF POVERTY AND THE IMPROVEMENT OF THE CONDITIONS OF LIFE IN SOCIALLY AND ECONOMICALLY DISADVANTAGED COMMUNITIES ANYWHERE IN THE WORLD AND IN PARTICULAR, BUT NOT LIMITED TO, SUCH COMMUNITIES IN AFRICA; AND (C) THE PROMOTION OF SUSTAINABLE MEANS OF ACHIEVING ECONOMIC GROWTH AND DEVELOPMENT. 3 TO ADVANCE THE EDUCATION OF THE PUBLIC (IN PARTICULAR, BUT NOT LIMITED TO, IN WALES) IN: (A) THE CONSERVATION, PROTECTION AND SUSTAINABLE MANAGEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT (INCLUDING THE WORLD'S CLIMATE SYSTEMS) AND IN PARTICULAR, BUT NOT LIMITED TO, THE TROPICAL FORESTS OF THE WORLD; AND (B) SUSTAINABLE DEVELOPMENT AND SUBJECTS RELATED TO SUSTAINABLE DEVELOPMENT (AND TO PROMOTE RESEARCH AND STUDY IN SUCH SUBJECTS, PROVIDED THAT THE USEFUL RESULTS OF SUCH STUDY ARE DISSEMINATED TO THE PUBLIC AT LARGE). 4 TO ADVANCE SUCH OTHER OBJECTS OR PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES IN ANY PART OF THE WORLD AND IN SUCH MANNER AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT. IN THESE ARTICLES, "SUSTAINABLE DEVELOPMENT", "SUSTAINABLE MANAGEMENT" AND "SUSTAINABLE MEANS" MEAN DEVELOPMENT, MANAGEMENT AND MEANS THAT MEET THE NEEDS OF THE PRESENT WITHOUT COMPROMISING THE ABILITY OF FUTURE GENERATIONS TO MEET THEIR OWN NEEDS.

Contact information

Address:
Size of Wales
Temple of Peace
King Edward VII Avenue
Cathays Park
Cardiff
CF10 3AP
Phone:
07863433478
Email:
info@sizeofwales.org.uk
Website:

www.sizeofwales.org.uk Open in new window