THE LANCASHIRE WILDLIFE TRUST

Charity number: 229325
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To promote the conservation of nature for purposes of study and research and to educate the public in the understanding and appreciation of nature, the awareness of its value and the need for conservation

Income and expenditure

Data for financial year ending 31 March 2023

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.

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

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

What, who, how, where

What the charity does:
  • Education/training
  • Environment/conservation/heritage
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Advocacy/advice/information
Where the charity operates:
  • Lancashire

Governance

Registration history:
  • 09 April 1964: Standard registration
  • 03 August 2021: Funds received from 1170210 HOLLIN HALL FARM SANCTUARY
Organisation type:
Charitable company
Other names:
  • THE WILDLIFE TRUST (LANCASHIRE, MANCHESTER, N MERSEYSIDE) (Working name)
  • LANCASHIRE NATURALISTS TRUST LIMITED (Previous name)
  • THE LANCASHIRE TRUST FOR NATURE CONSERVATION WITH GREATER MANCHESTER AND MERSEYSIDE LTD (Previous name)
Company number:
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
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
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

18 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
JULIAN BOYD JACKSON Chair 09 July 2015
None on record
Sarie Mairs Slee Trustee 20 August 2024
None on record
Lucie Ann Unsworth Trustee 20 August 2024
None on record
Richard Trevor Betts Trustee 21 October 2023
None on record
James Robert Stanley Stocker Trustee 21 October 2023
None on record
Christopher Graham Davies Trustee 21 October 2023
None on record
Jimmy Thompson Trustee 21 October 2023
None on record
Gemma Wren Trustee 14 July 2022
None on record
Professor Sheila Pankhurst Trustee 14 July 2022
None on record
Nicholas Williams Trustee 13 August 2021
None on record
John Loder Trustee 16 July 2020
None on record
Joan Margaret Hunter Trustee 16 July 2020
None on record
Iqbal Hasan Trustee 20 January 2020
None on record
Deborah Frances Shackleton Trustee 07 October 2018
LIVERPOOL HOPE UNIVERSITY
Received: On time
Professor Philip James Trustee 07 October 2018
None on record
Hazel RYAN Trustee 09 July 2015
None on record
Ross Duggan Trustee 09 July 2015
RAVENGLASS AND ESKDALE RAILWAY PRESERVATION SOCIETY TRUST
Received: On time
JOHN MICHAEL WELLS Trustee 19 March 2015
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2019 31/03/2020 31/03/2021 31/03/2022 31/03/2023
Total gross income £6.06m £6.26m £6.04m £8.02m £7.64m
Total expenditure £5.66m £6.25m £5.44m £8.10m £8.70m
Income from government contracts £127.17k £250.37k £325.35k £201.00k £277.64k
Income from government grants £459.58k £626.46k £414.24k £260.00k £990.10k
Income - Donations and legacies £1.27m £1.34m £1.47m £1.75m £1.53m
Income - Other trading activities £1.15m £1.13m £688.00k £1.18m £1.34m
Income - Charitable activities £3.63m £3.77m £3.33m £5.07m £4.75m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £6.00k £22.00k £24.00k £11.00k £15.00k
Income - Other £6.00k £3.00k £528.00k £7.00k £0
Income - Legacies £75.00k £111.00k £31.00k £87.00k £100.00k
Expenditure - Charitable activities £3.99m £4.42m £4.25m £5.93m £6.65m
Expenditure - Raising funds £1.63m £1.79m £1.15m £2.13m £2.05m
Expenditure - Governance £39.00k £41.00k £21.00k £37.00k £112.00k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £3.00k £0 £6.00k
Expenditure - Other £43.00k £43.00k £42.00k £42.00k £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 31/03/2019 31/03/2020 31/03/2021 31/03/2022 31/03/2023
Own use assets £10.17m £10.58m £10.04m £9.98m £9.83m
Long-term investments £228.00k £213.00k £459.00k £627.00k £583.00k
Other assets £2.84m £2.34m £3.25m £3.36m £2.49m
Defined benefit pension scheme asset or liability -£9.00k -£8.00k -£6.04k -£6.00k -£4.00k
Total liabilities £996.00k £892.00k £903.00k £1.19m £1.23m

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 2023 07 December 2023 On Time
Accounts and TAR 31 March 2023 07 December 2023 On Time Download Open in new window
Annual return 31 March 2022 24 November 2022 On Time
Accounts and TAR 31 March 2022 24 November 2022 On Time Download Open in new window
Annual return 31 March 2021 14 October 2021 On Time
Accounts and TAR 31 March 2021 14 October 2021 On Time Download Open in new window
Annual return 31 March 2020 09 November 2020 On Time
Accounts and TAR 31 March 2020 09 November 2020 On Time Download Open in new window
Annual return 31 March 2019 18 December 2019 On Time
Accounts and TAR 31 March 2019 18 December 2019 On Time Download Open in new window
Submit annual return Open in new window

Contact information

Address:
THE BARN
BERKELEY DRIVE
BAMBER BRIDGE
PRESTON
PR5 6BY
Phone:
01772324129