GLOUCESTERSHIRE WILDLIFE TRUST

Charity number: 232580
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Wildlife Conservation

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£5,456,524

Text alternative for this canvas graphic is in the data table below.
Donations and legacies £1.72m
Charitable activities £2.83m
Other trading activities £726.92k
Investments £54.02k
Other £127.13k

Total expenditure:
£5,161,676

Text alternative for this canvas graphic is in the data table below.
Raising funds £1.32m
Charitable activities £3.84m
Other £0

£11,051 investments gains (losses)

Total income includes £219,936 from 8 government contract(s) and £1,396,090 from 33 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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £1.32m
Charitable expenditure £3.84m
Retained for future use £294.85k

People

109 Employee(s)

11 Trustee(s)

560 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity has one or more trading subsidiaries.

Trustee payments

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

What, who, how, where

What the charity does:
  • Environment/conservation/heritage
Who the charity helps:
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Gloucestershire
  • South Gloucestershire

Governance

Registration history:
  • 28 April 1964: Standard registration
  • 14 May 2021: Funds received from 271022 THE GUTHRIE ESSAME CHARITABLE TRUST
  • 23 August 2021: Funds received from 1069695 THE SIMPSON EDUCATION AND CONSERVATION TRUST
  • 20 December 2022: Funds received from 299418 UPPER THAMES PROTECTION SOCIETY
  • 24 July 2024: Funds received from 1094746 SOUTH WEST WILDLIFE TRUSTS
Organisation type:
Charitable company
Other names:

No other names

Company number:
00708575 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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Professor Kathryn Anne Monk Trustee 21 November 2024
SWANSEA UNIVERSITY
Received: On time
Amy Rose Walsh Trustee 17 November 2022
THE ULEY SOCIETY
Received: On time
Emma Mary Louise Waldron Trustee 17 November 2022
THE MANFRED HORSTMANN VULTURE CONSERVATION TRUST
Received: On time
Barry Trevor Wyatt Trustee 17 November 2022
None on record
Elizabeth Nicola Spencer Trustee 05 December 2020
None on record
Richard White Trustee 05 December 2020
None on record
Dr David Bullock Trustee 05 October 2019
PEOPLE'S TRUST FOR ENDANGERED SPECIES
Received: On time
ANDREW JAMES BLUETT Trustee 29 September 2018
STROUD DISTRICT (COWLE) MUSEUM
Received: On time
THE GLOUCESTERSHIRE NATURALISTS' SOCIETY
Received: On time
Jane Furze Trustee 25 November 2017
None on record
MARTIN CHARLES HORWOOD Trustee 12 November 2016
PATE'S GRAMMAR SCHOOL FOUNDATION
Received: On time
Dr SALLY CATHERINE BYNG Trustee 12 November 2016
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £4.53m £4.79m £4.87m £5.59m £5.46m
Total expenditure £3.94m £3.53m £4.37m £4.88m £5.16m
Income from government contracts £321.38k £726.12k £202.46k £228.90k £219.94k
Income from government grants £985.81k £796.67k £1.13m £987.04k £1.40m
Income - Donations and legacies £1.58m £2.03m £1.98m £2.61m £1.72m
Income - Other trading activities £670.98k £618.97k £863.36k £724.21k £726.92k
Income - Charitable activities £2.27m £2.14m £2.01m £2.08m £2.83m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £11.80k £9.37k £11.07k £22.80k £54.02k
Income - Other £0 £0 £0 £151.98k £127.13k
Income - Legacies £193.21k £617.08k £389.73k £1.04m £128.00k
Expenditure - Charitable activities £2.86m £2.71m £3.16m £3.57m £3.84m
Expenditure - Raising funds £1.08m £825.42k £1.21m £605.95k £1.32m
Expenditure - Governance £371.41k £343.58k £469.80k £542.84k £1.45m
Expenditure - Grants institution £0 £0 £0 £0 £178.75k
Expenditure - Investment management £0 £0 £0 £7.40k £6.20k
Expenditure - Other £0 £0 £0 £704.20k £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.

" role="img"> Text alternative for this canvas graphic is in the data table below.
Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £4.37m £4.69m £4.99m £4.86m £4.79m
Long-term investments £412.58k £659.11k £2.48m £679.86k £704.39k
Other assets £1.97m £2.46m £2.42m £3.48m £3.75m
Defined benefit pension scheme asset or liability -£91.97k -£59.17k £0 £0 £0
Total liabilities £1.16m £892.76k £2.66m £1.15m £1.13m

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 05 December 2024 On Time
Accounts and TAR 31 March 2024 05 December 2024 On Time Download Open in new window
Annual return 31 March 2023 12 January 2024 On Time
Accounts and TAR 31 March 2023 12 January 2024 On Time Download Open in new window
Annual return 31 March 2022 06 January 2023 On Time
Accounts and TAR 31 March 2022 06 January 2023 On Time Download Open in new window
Annual return 31 March 2021 22 December 2021 On Time
Accounts and TAR 31 March 2021 22 December 2021 On Time Download Open in new window
Annual return 31 March 2020 08 December 2020 On Time
Accounts and TAR 31 March 2020 08 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 INCORPORATED 06 NOV 1961 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 16 JAN 1969 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 29 JAN 1970 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 21 JAN 1971 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 24 MAR 1973 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 23 SEP 1976 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 04 NOV 1978 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 25 NOV 1980 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 01 JUN 1996 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 20 NOV 2004 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 16 NOV 2013 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 22 NOV 2014 as amended on 05 Dec 2020

Charitable objects

(1) TO RECORD & STUDY PLACES AND OBJECTS OF ORNITHOLOGICAL, ENTOMOLOGICAL, BOTANICAL, ECOLOGICAL, ZOOLOGICAL, GEOLOGICAL, ARCHAEOLOGICAL OR SCIENTIFIC INTEREST, OR OF NATURAL BEAUTY, AND TO PROTECT THESE FROM INJURY, ILL TREATMENT OR DESTRUCTION. (2) TO ESTABLISH, FORM, OWN, MAINTAIN AND MANAGE SANCTUARIES OR NATURE RESERVES FOR THE CONSERVATION AND CONTROL OF WILD PLANTS AND OTHER VEGETATION AND OF THE WILD CREATURES OF ANY DESCRIPTION LIVING NATURALLY THEREIN. (3) TO ENCOURAGE THE BREEDING AND PRESERVATION OF WILD BIRDS, ANIMALS, PLANTS OR INSECTS WHICH ARE HARMLESS, USEFUL BEAUTIFUL, OR RARE. TO PROMOTE, ORGANIZE, CARRY ON AND ENCOURAGE STUDY AND RESEARCH FOR THE ADVANCEMENT OF KNOWLEDGE IN THE NATURAL SCIENCES, AND TO MAKE GRANTS OR DONATIONS FOR SUCH PURPOSES.(5) TO ADVANCE THE EDUCATION OF THE PUBLIC IN (A) THE PRINCIPLES AND PRACTISE OF SUSTAINABLE DEVELOPMENT, (B) THE PRINCIPLE AND PRACTISE OF BIODIVERSITY CONSERVATION (5) TO ADVANCE THE EDUCATION OF THE PUBLIC CONCERNING RECYCLING AND WASTE MANAGEMENT INCLUDING THOROUGH PROGRAMS OF TEACHING, TRAINING, PUBLISHING, EXHIBITIONS, AND SEMINARS AND OTHER MEANS FOR PROVIDING PUBLIC KNOWLEDGE AND INFORMATION (6) TO PROMOTE CONSERVATION, PROTECTION, PRESERVATION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT BY THE PRODUCTION OF SUSTAINABLE WASTE MANAGEMENT PRACTICES, RECYCLING AND REUSE OF GOODS, INCLUDING PROMOTING THE EFFECTIVENESS AND EFFICIENCY OF RECYCLING WASTE PRODUCTS

Area of benefit

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

COUNTY OF GLOUCESTERSHIRE AND ELSEWHERE

Contact information

Address:
CONSERVATION CENTRE
RESERVOIR ROAD
GLOUCESTER
GL4 6SX
Phone:
01452383333
Email:
info@gloucestershirewildlifetrust.co.uk
Website:

www.gloucestershirewildlifetrust.co.uk Open in new window