WHALE AND DOLPHIN CONSERVATION

Charity number: 1014705
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

WDC's work combines concern for the welfare of individual whales, dolphins and porpoises with efforts to ensure the protection of the species, populations and their habitats. We conduct research, provide advice to decision makers about how to protect the animals and fund conservation and education projects around the world, working for solutions which benefit people and animals.

Income and expenditure

Data for financial year ending 30 September 2023

Total income:
£5,941,529

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Donations and legacies £4.74m
Charitable activities £720.07k
Other trading activities £450.03k
Investments £29.27k
Other £0

Total expenditure:
£5,751,659

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Raising funds £1.37m
Charitable activities £4.38m
Other £0

£41,800 investments gains (losses)

Total income includes £95,890 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 £1.37m
Charitable expenditure £4.38m
Retained for future use £189.87k

People

74 Employee(s)

8 Trustee(s)

290 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 2
£70k to £80k 1

One or more of the employees were formerly trustees

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
  • Animals
  • Environment/conservation/heritage
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Wiltshire
  • Argentina
  • Australia
  • Germany
  • New Zealand
  • Scotland
  • United States

Governance

Registration history:
  • 12 October 1992: Standard registration
Organisation type:
Charitable company
Other names:
  • W D C S (Working name)
  • WHALE AND DOLPHIN CONSERVATION SOCIETY (Previous name)
Company number:
02737421 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • 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
  • Social media policy and procedures
  • 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Dr LISA DREWE Chair 06 June 2016
None on record
Arietta Bortot Trustee 10 May 2023
None on record
Jessica Pollitt Trustee 10 May 2023
None on record
Hannah McCarthy Trustee 10 May 2023
None on record
ALEXANDER JOHN HUNT Trustee 19 April 2021
None on record
ADRIAN JOHN REED Trustee 08 May 2013
WILMINGTON TRUST
Received: On time
PHIL SMITH Trustee 11 December 2012
None on record
JOHN GERARD LEIGH Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Total gross income £3.91m £4.26m £5.01m £4.80m £5.94m
Total expenditure £4.35m £4.09m £4.37m £4.78m £5.75m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £12.93k £27.11k £28.27k £179.77k £95.89k
Income - Donations and legacies £2.77m £3.28m £3.91m £3.55m £4.74m
Income - Other trading activities £351.63k £177.01k £317.43k £486.00k £450.03k
Income - Charitable activities £778.59k £789.01k £784.52k £761.67k £720.07k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £12.16k £15.52k £4.78k £6.43k £29.27k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £245.66k £428.76k £948.24k £334.55k £816.02k
Expenditure - Charitable activities £3.38m £3.27m £3.46m £3.70m £4.38m
Expenditure - Raising funds £969.95k £820.72k £910.04k £1.09m £1.37m
Expenditure - Governance £40.67k £49.50k £53.60k £47.51k £50.24k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
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 30/09/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Own use assets £106.00k £86.33k £82.84k £135.06k £108.54k
Long-term investments £0 £0 £0 £0 £0
Other assets £2.29m £2.51m £3.21m £3.32m £3.60m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £338.29k £377.84k £450.71k £548.09k £574.97k

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 30 September 2023 12 June 2024 On Time
Accounts and TAR 30 September 2023 12 June 2024 On Time Download Open in new window
Annual return 30 September 2022 21 June 2023 On Time
Accounts and TAR 30 September 2022 21 June 2023 On Time Download Open in new window
Annual return 30 September 2021 27 June 2022 On Time
Accounts and TAR 30 September 2021 27 June 2022 On Time Download Open in new window
Annual return 30 September 2020 30 June 2021 On Time
Accounts and TAR 30 September 2020 30 June 2021 On Time Download Open in new window
Annual return 30 September 2019 30 June 2020 On Time
Accounts and TAR 30 September 2019 30 June 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.

MEMORANDUM AND ARTICLES INCORPORATED 05/08/1992 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 17/11/2008 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 11/09/2012

Charitable objects

(A) TO EDUCATE THE PUBLIC TOWARDS THE NEED FOR THE PRESERVATION OF ALL SPECIES OF AQUATIC ANIMALS IN PARTICULAR BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING ALL WHALES DOLPHINS PORPOISES AND CETACEANS IN ALL THEIR FORMS (B) TO UNDERTAKE RESEARCH ON THE PRESERVATION OF ALL SPECIES OF AQUATIC MAMMALS AND TO PUBLISH THE RESULTS OF SUCH RESEARCH (C) TO WORK TOWARDS THE ELIMINATION OF ALL FORMS OF CRUELTY TO AND ABUSE OF AQUATIC MAMMALS WHETHER IN THE WILD OR IN CAPTIVITY AND (D) TO PRESERVE AND CONSERVE AQUATIC MAMMALS.

Area of benefit

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

NATIONAL AND OVERSEAS

Contact information

Address:
WHALE & DOLPHIN CONSERVATION
38 ST. PAUL STREET
CHIPPENHAM
SN15 1LJ
Phone:
01249449500
Email:
info@whales.org
Website:

www.whales.org Open in new window