THE SHARK TRUST

Charity number: 1064185
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Established in 1997, the Shark Trust is a charity that promotes the study, management and conservation of sharks, skates and rays. The Trust is the UK member of the European Elasmobranch Association and currently provides the EEA's secretariat services.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£573,186

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Donations and legacies £314.34k
Charitable activities £216.60k
Other trading activities £2.11k
Investments £6.95k
Other £33.19k

Total expenditure:
£684,486

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Raising funds £37.34k
Charitable activities £647.15k
Other £0

£0 investments gains (losses)

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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £37.34k
Charitable expenditure £647.15k

People

11 Employee(s)

8 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

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

What, who, how, where

What the charity does:
  • Animals
  • Environment/conservation/heritage
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 01 September 1997: Standard registration
  • 08 January 2016: Funds received from 1142009 SILVER DOLPHIN OCEAN EDUCATION CENTRE
Organisation type:
Charitable company
Other names:

No other names

Company number:
03396164 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 does not own and/or lease 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
Charles Stuart Hood Chair 09 February 2018
None on record
Nicholas Obolensky Trustee 04 April 2025
None on record
Mark Peter Boothman Trustee 28 January 2025
None on record
Patricia Anne Gardiner Trustee 19 January 2025
None on record
David Elliott Trustee 23 August 2021
AMPHIBIAN AND REPTILE CONSERVATION TRUST
Received: On time
THE HERPETOLOGICAL CONSERVATION TRUST
Received: On time
JAYNE CHRISTINE ENSELL-BOWEN Trustee 15 February 2018
None on record
SARAH LOUISE FOWLER Trustee
None on record
ROGER COVEY 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 £592.76k £470.26k £405.70k £670.60k £573.19k
Total expenditure £412.18k £362.61k £411.50k £745.91k £684.49k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £10.00k N/A N/A N/A
Income - Donations and legacies £163.10k N/A N/A £318.75k £314.34k
Income - Other trading activities £10.72k N/A N/A £28.38k £2.11k
Income - Charitable activities £81.78k N/A N/A £320.29k £216.60k
Income - Endowments £0 N/A N/A £0 £0
Income - Investment £568 N/A N/A £3.17k £6.95k
Income - Other £336.59k N/A N/A £0 £33.19k
Income - Legacies £0 N/A N/A £0 £0
Expenditure - Charitable activities £396.46k N/A N/A £705.74k £647.15k
Expenditure - Raising funds £15.72k N/A N/A £40.17k £37.34k
Expenditure - Governance £0 N/A N/A £48.02k £54.99k
Expenditure - Grants institution £0 N/A N/A £19.87k £71.41k
Expenditure - Investment management £0 N/A N/A £0 £0
Expenditure - Other £0 N/A N/A £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 £491 N/A N/A £2.83k £997
Long-term investments £0 N/A N/A £0 £0
Other assets £509.38k N/A N/A £548.83k £437.22k
Defined benefit pension scheme asset or liability £0 N/A N/A £0 £0
Total liabilities £19.26k N/A N/A £34.52k £32.37k

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 13 December 2024 On Time
Accounts and TAR 31 March 2024 13 December 2024 On Time Download Open in new window
Annual return 31 March 2023 13 May 2024 103 days late
Accounts and TAR 31 March 2023 20 December 2023 On Time Download Open in new window
Annual return 31 March 2022 15 November 2022 On Time
Accounts and TAR 31 March 2022 15 November 2022 On Time Download Open in new window
Annual return 31 March 2021 23 September 2021 On Time
Accounts and TAR 31 March 2021 23 September 2021 On Time Download Open in new window
Annual return 31 March 2020 02 December 2020 On Time
Accounts and TAR 31 March 2020 02 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 & ARTICLES OF ASSOCIATION INCORPORATED 2ND JULY 1997 AS AMENDED BY SPECIAL RESOLUTION PASSED ON 28TH AUGUST 1997

Charitable objects

TO ADVANCE CONSERVATION FOR THE PUBLIC BENEFIT OF SHARKS, RAYS AND CHIMAERAS IN THE UNITED KINGDOM, EUROPEAN AND INTERNATIONAL WATERS THROUGH EDUCATION, PROMOTING AND DISSEMINATING RESEARCH INTO SUCH CONSERVATION AND SEEKING TO ACHIEVE THEIR SUSTAINABLE MANAGEMENT

Area of benefit

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

NOT DEFINED

Contact information

Address:
The Shark Trust
Unit 4
Creykes Court
5 Craigie Drive
PLYMOUTH
Phone:
01752672008
Email:
enquiries@sharktrust.org
Website:

www.sharktrust.org Open in new window