AVON WILDLIFE TRUST

Charity Number: 280422
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Avon Wildlife Trust is the largest local charity working to protect wildlife in the West of England area. With the support of 18,000 members, 800 volunteers plus corporate support, we are the largest local charity working to protect wildlife and inspire people.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£3,628,405

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Donations and legacies £1.05m
Charitable activities £1.68m
Other trading activities £813.71k
Investments £71.56k
Other £14.49k

Total expenditure:
£3,611,504

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Raising funds £664.43k
Charitable activities £2.30m
Other £646.82k

£0 investments gains (losses)

Total income includes £204,833 from 1 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 £1.31m
Charitable expenditure £2.30m
Retained for future use £16.90k

People

52 Employee(s)

10 Trustee(s)

779 Volunteer(s)

Employees with total benefits over £60,000

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

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 Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Bath And North East Somerset
  • Bristol City
  • North Somerset
  • South Gloucestershire

Governance

Registration history:
  • 10 July 1980: Standard registration
  • 24 July 2024: Funds received from 1094746 SOUTH WEST WILDLIFE TRUSTS
Organisation type:
Charitable company
Other names:

No other names

Company number:
01495108 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
  • 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Lara Burch Chair 10 November 2022
ROYAL SOCIETY OF WILDLIFE TRUSTS
Received: On time
Sumita Hutchison Trustee 08 November 2023
BRISTOL GRAMMAR SCHOOL
Received: On time
Karen Hills Trustee 08 November 2023
None on record
Martin John Lyne Trustee 10 November 2022
None on record
Dominic Francis Hogg Trustee 14 September 2021
None on record
Ross Fairley Trustee 13 November 2019
WE THE CURIOUS LIMITED
Received: On time
Kate Elizabeth Leahy Trustee 13 November 2019
None on record
Mark Daniel Steer Trustee 26 September 2019
None on record
Nathan Rutter Trustee 14 November 2018
None on record
Zac Nicholson Trustee 05 March 2018
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 £2.68m £3.38m £3.52m £3.28m £3.63m
Total expenditure £2.73m £2.42m £2.82m £3.68m £3.61m
Income from government contracts £126.32k £128.09k £148.25k N/A N/A
Income from government grants £6.36k £10.90k N/A £61.59k £204.83k
Income - Donations and legacies £1.03m £1.80m £1.48m £1.10m £1.05m
Income - Other trading activities £594.23k £225.33k £561.16k £732.88k £813.71k
Income - Charitable activities £1.02m £1.35m £1.47m £1.39m £1.68m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £0 £0 £0 £0 £71.56k
Income - Other £36.21k £11.21k £8.16k £61.02k £14.49k
Income - Legacies £206.01k £971.02k £490.63k £80.50k £74.17k
Expenditure - Charitable activities £1.73m £1.70m £1.92m £2.41m £2.30m
Expenditure - Raising funds £475.81k £509.71k £453.59k £651.91k £664.43k
Expenditure - Governance £49.64k £23.80k £31.92k £39.97k £327.14k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £519.76k £210.60k £445.59k £620.26k £646.82k

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 £6.80m £6.72m £6.63m £6.52m £6.68m
Long-term investments £0 £0 £0 £0 £113.53k
Other assets £1.40m £2.39m £3.45m £3.34m £2.87m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £643.34k £590.85k £734.55k £919.45k £708.48k

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 January 2025 On Time
Accounts and TAR 31 March 2024 20 January 2025 On Time Download Open in new window
Annual return 31 March 2023 19 January 2024 On Time
Accounts and TAR 31 March 2023 19 January 2024 On Time Download Open in new window
Annual return 31 March 2022 26 January 2023 On Time
Accounts and TAR 31 March 2022 26 January 2023 On Time Download Open in new window
Annual return 31 March 2021 31 January 2022 On Time
Accounts and TAR 31 March 2021 31 January 2022 On Time Download Open in new window
Annual return 31 March 2020 27 January 2021 On Time
Accounts and TAR 31 March 2020 27 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 OF ASSOCIATION INCORPORATED 2 MAY 1980 AS AMENDED BY SPECIAL RESOLUTIONS DATED 21 SEPTEMBER 1988, 26 SEPTEMBER 1989, 30 SEPTEMBER 1992, 18 OCTOBER 1994, 7 OCTOBER 1999, 12 OCTOBER 2000, 16 OCTOBER 2002 AND 23 NOVEMBER 2008.

Charitable objects

TO ADVANCE ENVIRONMENTAL PROTECTION AND IMPROVEMENT FOR WILDLIFE IN THE AREA FORMERLY KNOWN AS THE COUNTY OF AVON

Area of benefit

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

THE FORMER COUNTY OF AVON AND THROUGHOUT ENGLAND

Contact information

Address:
Avon Wildlife Trust
17 Great George Street
BRISTOL
BS1 5QT
Phone:
01179177270
Email:
mail@avonwildlifetrust.org.uk
Website:

www.avonwildlifetrust.org.uk Open in new window