SUSSEX WILDLIFE TRUST

Charity number: 207005
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Leading the conservation agenda for Sussex Wildlife biodiversity monitoring and recording Promoting achievement of biodiversity targets by others Delivering progress towards biodiversity targets ourselves Enhancing the desire in people for a healthy, wildlife rich environment Building support, membership and funding to enable the Trust to excel

Income and expenditure

Data for financial year ending 31 March 2024

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:
  • Children/young People
  • The General Public/mankind
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Advocacy/advice/information
Where the charity operates:
  • East Sussex
  • West Sussex

Governance

Registration history:
  • 26 June 1962: Standard registration
Organisation type:
Charitable company
Other names:
  • THE SUSSEX TRUST FOR NATURE CONSERVATION LIMITED (Previous name)
Company number:
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
  • 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
  • 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

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Mark Mallalieu Trustee 06 March 2024
None on record
Louise Faye McLoughlin Trustee 06 March 2024
None on record
David Alexander Plummer Trustee 06 March 2024
None on record
Danielle Harvey Trustee 07 June 2023
None on record
Andrew Clinton Trustee 08 March 2023
None on record
Mark William Braithwaite Trustee 30 June 2022
None on record
Helen Marshall Trustee 16 September 2020
None on record
Martin Kyndt Trustee 16 September 2020
None on record
Nitin Pasricha Trustee 07 May 2019
LUMOS FOUNDATION
Received: On time
CHICHESTER FESTIVAL THEATRE
Received: On time
Dr Sean Ashworth Trustee 12 November 2016
None on record
LINDA MARY CLARK Trustee 17 February 2016
FERRING COUNTRY CENTRE LIMITED
Received: On time
ALAN JOHN ANTHONY STEWART Trustee 09 December 2015
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 £5.53m £7.06m £5.34m £5.39m £6.95m
Total expenditure £4.63m £4.37m £5.51m £5.71m £5.72m
Income from government contracts N/A N/A N/A £395.14k £409.23k
Income from government grants £478.53k £549.70k £357.94k £942.99k £781.23k
Income - Donations and legacies £3.10m £4.87m £2.96m £2.96m £4.19m
Income - Other trading activities £89.42k £68.52k £501.78k £585.01k £665.86k
Income - Charitable activities £2.32m £1.80m £1.86m £1.84m £2.03m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £13.29k £3.21k £408 £8.18k £68.55k
Income - Other £3.00k £313.91k £19.22k £0 £0
Income - Legacies £513.62k £2.84m £809.78k £817.30k £1.93m
Expenditure - Charitable activities £3.27m £3.36m £3.87m £4.32m £4.03m
Expenditure - Raising funds £1.35m £1.00m £1.64m £1.39m £1.69m
Expenditure - Governance £32.59k £48.83k £52.76k £0 £59.69k
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 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £7.20m £8.66m £9.36m £9.36m £9.34m
Long-term investments £0 £0 £0 £0 £100
Other assets £4.57m £5.89m £5.00m £4.57m £5.86m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £404.65k £488.29k £467.96k £359.90k £402.85k

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 27 November 2024 On Time
Accounts and TAR 31 March 2024 27 November 2024 On Time Download Open in new window
Annual return 31 March 2023 15 November 2023 On Time
Accounts and TAR 31 March 2023 15 November 2023 On Time Download Open in new window
Annual return 31 March 2022 20 January 2023 On Time
Accounts and TAR 31 March 2022 10 November 2022 On Time Download Open in new window
Annual return 31 March 2021 20 August 2021 On Time
Accounts and TAR 31 March 2021 20 August 2021 On Time Download Open in new window
Annual return 31 March 2020 01 October 2020 On Time
Accounts and TAR 31 March 2020 01 October 2020 On Time Download Open in new window
Submit annual return Open in new window

Contact information

Address:
SUSSEX WILDLIFE TRUST
WOODS MILL
SHOREHAM ROAD
HENFIELD
BN5 9SD
Phone:
01273492630