WILD PLANET TRUST

Charity number: 306622
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Trust's principal activity during the year was the advancement of scientific knowledge, education and science in accordance with its charitable objectives.

Income and expenditure

Data for financial year ending 31 October 2023

Total income:
£11,562,971

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Donations and legacies £215.33k
Charitable activities £7.18m
Other trading activities £4.01m
Investments £107.44k
Other £45.92k

Total expenditure:
£14,176,863

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Raising funds £2.81m
Charitable activities £11.37m
Other £0

£4,262 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 £2.81m
Charitable expenditure £11.37m

People

285 Employee(s)

8 Trustee(s)

148 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1
£70k to £80k 2
£120k to £130k 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
  • Animals
  • Environment/conservation/heritage
  • Recreation
Who the charity helps:
  • Children/young People
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Provides Buildings/facilities/open Space
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Cornwall
  • Devon
  • Indonesia
  • Kenya
  • Nigeria
  • South Africa
  • Tanzania
  • Vietnam
  • Zimbabwe

Governance

Registration history:
  • 01 July 1963: Standard registration
Organisation type:
Other
Other names:
  • THE HERBERT WHITLEY TRUST (Previous name)
  • THE WHITLEY WILDLIFE CONSERVATION TRUST (Previous name)
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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Charles Cooper Chair 16 December 2021
SOUTH WEST ENVIRONMENTAL PARKS LIMITED
Received: On time
THE WHITLEY WILDLIFE CONSERVATION TRUST
Received: On time
Melanie Skipp Trustee 11 September 2024
SOUTH WEST ENVIRONMENTAL PARKS LIMITED
Received: On time
LIVING COASTS
Received: On time
THE WHITLEY WILDLIFE CONSERVATION TRUST
Received: On time
JAMES O'DWYER Trustee 15 April 2024
SOUTH WEST ENVIRONMENTAL PARKS LIMITED
Received: On time
LIVING COASTS
Received: On time
THE WHITLEY WILDLIFE CONSERVATION TRUST
Received: On time
STOVER SCHOOL ASSOCIATION
Received: On time
Ben Louis Jobson Trustee 12 February 2024
SOUTH WEST ENVIRONMENTAL PARKS LIMITED
Received: On time
LIVING COASTS
Received: On time
THE WHITLEY WILDLIFE CONSERVATION TRUST
Received: On time
Prof. Richard Preziosi Trustee 28 September 2022
THE WHITLEY WILDLIFE CONSERVATION TRUST
Received: On time
LIVING COASTS
Received: On time
SOUTH WEST ENVIRONMENTAL PARKS LIMITED
Received: On time
Beth Kathleen McLaughlin Trustee 22 October 2015
SOUTH WEST ENVIRONMENTAL PARKS LIMITED
Received: On time
LIVING COASTS
Received: On time
THE WHITLEY WILDLIFE CONSERVATION TRUST
Received: On time
SARAH BARR Trustee 01 August 2013
SOUTH WEST ENVIRONMENTAL PARKS LIMITED
Received: On time
LIVING COASTS
Received: On time
THE WHITLEY WILDLIFE CONSERVATION TRUST
Received: On time
ANDREW CHARLES JOHN COOPER BSC Trustee
LIVING COASTS
Received: On time
EAST DEVON PEBBLEBED HEATHS CONSERVATION TRUST
Received: On time
THE WHITLEY WILDLIFE CONSERVATION TRUST
Received: On time
SOUTH WEST ENVIRONMENTAL PARKS LIMITED
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/10/2019 31/10/2020 31/10/2021 31/10/2022 31/10/2023
Total gross income £13.21m £9.35m £12.14m £11.79m £11.56m
Total expenditure £12.63m £12.03m £10.66m £12.01m £14.18m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £699.14k £185.01k £12.00k N/A
Income - Donations and legacies £957.34k £1.15m £522.93k £1.00m £215.33k
Income - Other trading activities £3.86m £2.20m £3.61m £3.29m £4.01m
Income - Charitable activities £8.25m £5.65m £7.73m £6.90m £7.18m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £129.49k £91.06k £66.96k £68.51k £107.44k
Income - Other £11.91k £262.57k £209.42k £526.16k £45.92k
Income - Legacies £555.04k £0 £161.64k £785.86k £0
Expenditure - Charitable activities £9.86m £10.22m £8.25m £9.54m £11.37m
Expenditure - Raising funds £2.77m £1.81m £2.42m £2.46m £2.81m
Expenditure - Governance £30.04k £13.90k £24.15k £14.67k £19.95k
Expenditure - Grants institution £26.80k £0 £0 £0 £0
Expenditure - Investment management £11.71k £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 31/10/2019 31/10/2020 31/10/2021 31/10/2022 31/10/2023
Own use assets £13.87m £12.95m £12.68m £12.71m £13.02m
Long-term investments £2.54m £2.37m £2.76m £2.26m £2.39m
Other assets £6.72m £7.66m £9.03m £8.29m £5.32m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £1.53m £4.24m £3.85m £3.36m £3.32m

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 October 2023 27 August 2024 On Time
Accounts and TAR 31 October 2023 27 August 2024 On Time Download Open in new window
Annual return 31 October 2022 24 July 2023 On Time
Accounts and TAR 31 October 2022 24 July 2023 On Time Download Open in new window
Annual return 31 October 2021 16 August 2022 On Time
Accounts and TAR 31 October 2021 16 August 2022 On Time Download Open in new window
Annual return 31 October 2020 22 July 2021 On Time
Accounts and TAR 31 October 2020 22 July 2021 On Time Download Open in new window
Annual return 31 October 2019 24 July 2020 On Time
Accounts and TAR 31 October 2019 24 July 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.

SCHEME OF THE COMMISSIONERS DATED 3 SEPTEMBER 1991 AS AMENDED BY FURTHER SCHEME DATED 5 JUNE 1997

Charitable objects

(1) THE ADVANCEMENT OF PUBLIC EDUCATION; (2) THE PROMOTION OF SCIENTIFIC AND EDUCATIONAL STUDY AND RESEARCH AND THE PUBLICATION OF THE USEFUL RESULTS OF ALL SUCH STUDY AND RESEARCH. (3) THE CONSERVATION AND PRESERVATION FOR THE PUBLIC BENEFIT OF ANIMALS AND PLANTS AND THEIR ENVIRONMENTS; AND (4) THE PROVISION OF FACILITIES FOR RECREATION AND OTHER LEISURE-TIME OCCUPATION OF THE PUBLIC GENERALLY AND THE INHABITANTS OF PAIGNTON IN PARTICULAR IN THE INTERESTS OF SOCIAL WELFARE AND WITH A VIEW TO IMPROVING THE CONDITIONS OF LIFE FOR THE PERSONS FOR WHOM THE FACILITIES ARE PROVIDED.

Area of benefit

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

NOT DEFINED

Contact information

Address:
Wild Planet Trust
PAIGNTON ZOO
TOTNES RD
PAIGNTON
DEVON
TQ4 7EU
Phone:
01803 697513
Email:
trust.secretary@wildplanettrust.org.uk
Website:

www.wildplanettrust.org.uk Open in new window