SHROPSHIRE WILDLIFE TRUST

Charity Number: 212744
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

For the public benefit to safeguard and enhance biodiversity and sustainability and in particular 1. to undertake and promote the conservation of wildlife species and their habitats including the maintenance, restoration and creation of such habitats;0001

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£3,315,000

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Donations and legacies £752.00k
Charitable activities £2.42m
Other trading activities £128.00k
Investments £20.00k
Other £0

Total expenditure:
£3,176,000

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Raising funds £264.00k
Charitable activities £2.91m
Other £0

£5,139 investments gains (losses)

Total income includes £20,304 from 1 government contract(s) and £250,290 from 9 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 £264.00k
Charitable expenditure £2.91m
Retained for future use £139.00k

People

54 Employee(s)

16 Trustee(s)

350 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£80k to £90k 1

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

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Animals
  • Environment/conservation/heritage
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Shropshire
  • Telford & Wrekin

Governance

Registration history:
  • 07 January 1963: Standard registration
Organisation type:
Charitable company
Other names:
  • THE SHROPSHIRE CONSERVATION TRUST LIMITED (Previous name)
  • THE SHROPSHIRE TRUST FOR NATURE CONSERVATION LIMITED (Previous name)
Company number:
00729746 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
  • 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

16 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
John Gordon Scorer Chair 12 October 2024
None on record
Rory Lay Trustee 22 May 2024
None on record
Amanda Craig Trustee 14 October 2023
FIELD STUDIES COUNCIL
Received: On time
Jacqueline Lara Richardson Trustee 14 October 2023
SUMATRAN ORANGUTAN SOCIETY
Received: On time
Mandie Haywood Trustee 14 October 2023
None on record
Robert Paul Trustee 14 October 2023
None on record
Laurence David Kinnersley Trustee 15 October 2022
None on record
Iain Diack Trustee 15 October 2022
None on record
Dr PETER QUENTIN SHAW Trustee 19 October 2021
None on record
STEPHEN GEORGE MARSH Trustee 14 October 2020
None on record
MALCOLM SEAFORTH MONIE Trustee 14 October 2020
None on record
Andrew Hearle Trustee 05 October 2019
None on record
JAMES GERRARD DREVER Trustee 20 October 2018
None on record
ALEX D GRANT Trustee 20 October 2018
None on record
Mr R Owen Trustee 28 October 2017
None on record
LADY VERONICA COSSONS Trustee
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 £2.24m £2.15m £2.66m £2.89m £3.32m
Total expenditure £2.15m £2.03m £2.27m £2.47m £3.18m
Income from government contracts £69.43k £193.75k £167.83k £255.57k £20.30k
Income from government grants £84.39k £415.68k £844.83k £630.55k £250.29k
Income - Donations and legacies £514.09k £441.39k £1.02m £682.67k £752.00k
Income - Other trading activities £114.83k £38.45k £67.56k £122.11k £128.00k
Income - Charitable activities £1.61m £1.67m £1.58m £2.09m £2.42m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £2.00k £165 £40 £1.87k £20.00k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £30.58k £10.15k £487.00k £24.65k £188.26k
Expenditure - Charitable activities £1.76m £1.66m £1.84m £2.24m £2.91m
Expenditure - Raising funds £382.77k £362.03k £432.69k £230.65k £264.00k
Expenditure - Governance £9.80k £8.75k £9.81k £9.64k £5.66k
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 £2.82m £2.90m £2.94m £2.94m £2.94m
Long-term investments £0 £45.83k £48.39k £98.03k £103.00k
Other assets £624.76k £834.16k £1.41m £1.83m £1.70m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £479.49k £576.54k £810.42k £856.61k £582.00k

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 20 December 2024 On Time
Accounts and TAR 31 March 2024 20 December 2024 On Time Download Open in new window
Annual return 31 March 2023 15 December 2023 On Time
Accounts and TAR 31 March 2023 15 December 2023 On Time Download Open in new window
Annual return 31 March 2022 04 October 2022 On Time
Accounts and TAR 31 March 2022 04 October 2022 On Time Download Open in new window
Annual return 31 March 2021 23 December 2021 On Time
Accounts and TAR 31 March 2021 23 December 2021 On Time Download Open in new window
Annual return 31 March 2020 04 December 2020 On Time
Accounts and TAR 31 March 2020 04 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.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 12 JULY 1962 AS AMENDED BY SPECIAL RESOLUTIONS 12 MARCH 1983 AND 12 JULY 1988 as amended on 07 Oct 2009 as amended on 06 May 2022 as amended on 27 Sep 2014 as amended on 09 Feb 2022 as amended on 09 Feb 2022 as amended on 24 Oct 2022 as amended on 20 Jul 2022

Charitable objects

2. OBJECTS 2.1 The Charity's objects ("Objects") are specifically restricted to the following: 2.2 To advance, promote and further the conservation and protection of nature reserves which shall be owned, maintained or managed by the Charity. 2.3 For the benefit of the public, to advance, promote and further the conservation, protection and enhancement of: (a) wildlife and its habitats (including terrestrial, marine and aquatic habitats); (b) areas of natural beauty or heritage; (c) areas of zoological, botanical, mycological or other biological scientific interest; (d) areas with geological, geographical, geomorphological, archaeological, physiographical or amenity value in particular, but not exclusively, in ways that further biodiversity. 2.4 To advance education and engagement, of both the general public and businesses, without compromising the ability of future generations to meet their own needs in: (a) the principles and practice of biodiversity and geodiversity conservation; (b) the principles and practice of sustainable development; (c) Nature based health and wellbeing initiatives; (d) Natural capital, and its protection, restoration and value to society; and (e) Natural solutions for climate change. 2.5 To promote, encourage and carry out study and research for the advancement of knowledge in the natural sciences, to make grants or donations for such purposes and to encourage and support the recording and publication of the useful results thereof.

Area of benefit

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

SHROPSHIRE

Contact information

Address:
193 ABBEY FOREGATE
SHREWSBURY
SY2 6AH
Phone:
01743284280
Email:
enquiries@shropshirewildlifetrust.org.uk
Website:

www.shropshirewildlifetrust.org.uk Open in new window