ISLES OF SCILLY WILDLIFE TRUST LIMITED

Charity number: 1097807
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

THE ISLES OF SCILLY WILDLIFE TRUST MANAGES THE WILDLIFE SITES WHICH MAKE UP 60% OF SCILLY. THIS INCLUDES ALL OF THE UNINHABITED ISLANDS, ISLETS AND ROCKS INCLUDING THE INTER-TIDAL AREAS. IT IS THE JOB OF THE TRUST TO PRESERVE AND PROTECT THE WILDLIFE OF THE ISLANDS AND THE SEA, AND CONSERVE OR RESTORE THE HABITATS, LANDSCAPE AND ARCHAEOLOGICAL SITES FOR THE BENEFIT AND ENJOYMENT OF THE PUBLIC.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£736,691

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Donations and legacies £92.79k
Charitable activities £632.78k
Other trading activities £4.63k
Investments £6.49k
Other £0

Total expenditure:
£648,721

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Raising funds £38.70k
Charitable activities £610.02k
Other £0

-£378 investments gains (losses)

Total income includes £750 from 1 government contract(s) and £519,667 from 13 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 £38.70k
Charitable expenditure £610.02k
Retained for future use £87.97k

People

14 Employee(s)

9 Trustee(s)

90 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 does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

What the charity does:
  • Environment/conservation/heritage
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Sponsors Or Undertakes Research
  • Other Charitable Activities
Where the charity operates:
  • Isles Of Scilly

Governance

Registration history:
  • 03 June 2003: Standard registration
  • 24 July 2024: Funds received from 1094746 SOUTH WEST WILDLIFE TRUSTS
Organisation type:
Charitable company
Other names:
  • ISLES OF SCILLY WILDLIFE TRUST (Working name)
Company number:
04726698 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
  • 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
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Neil Pilkington Jones Chair 11 March 2019
PILKINGTON CHARITIES FUND
Received: 125 days late
THE GENERAL CHARITY FUND
Received: On time
THE TREATMENT BAG CIO
Received: On time
Richard Anthony Rose Trustee 17 June 2024
None on record
Bryony Jane Hall Trustee 17 June 2024
None on record
Louise Simmonds Trustee 19 January 2023
ST AGNES ISLAND HALL
Charity reporting is overdue by 1350 days
Emma Eberlein Trustee 24 November 2022
ST AGNES ISLAND HALL
Charity reporting is overdue by 1350 days
Isobel Ceri Fraser Allsop Trustee 01 June 2021
None on record
Rebecca Mary Kaye Trustee 21 March 2019
None on record
Andrew Thomas Whitehouse Trustee 07 March 2019
None on record
David Philip Appleton Trustee 28 September 2017
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 £667.33k £309.53k £312.69k £445.20k £736.69k
Total expenditure £417.13k £310.56k £315.32k £438.74k £648.72k
Income from government contracts N/A N/A N/A N/A £750
Income from government grants £175.90k £173.29k £198.41k £252.60k £519.67k
Income - Donations and legacies £423.31k N/A N/A N/A £92.79k
Income - Other trading activities £11.69k N/A N/A N/A £4.63k
Income - Charitable activities £228.32k N/A N/A N/A £632.78k
Income - Endowments £0 N/A N/A N/A £0
Income - Investment £4.00k N/A N/A N/A £6.49k
Income - Other £0 N/A N/A N/A £0
Income - Legacies £355.44k N/A N/A N/A £0
Expenditure - Charitable activities £363.29k N/A N/A N/A £610.02k
Expenditure - Raising funds £53.85k N/A N/A N/A £38.70k
Expenditure - Governance £0 N/A N/A N/A £15.27k
Expenditure - Grants institution £0 N/A N/A N/A £0
Expenditure - Investment management £0 N/A N/A N/A £0
Expenditure - Other £0 N/A N/A N/A £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 £127.30k N/A N/A N/A £158.52k
Long-term investments £16.70k N/A N/A N/A £20.34k
Other assets £866.35k N/A N/A N/A £936.99k
Defined benefit pension scheme asset or liability £0 N/A N/A N/A £0
Total liabilities £41.38k N/A N/A N/A £52.46k

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 09 January 2024 On time
Accounts and TAR 31 March 2023 09 January 2024 On time Download Open in new window
Annual return 31 March 2022 10 January 2023 On time
Accounts and TAR 31 March 2022 10 January 2023 On time Download Open in new window
Annual return 31 March 2021 12 August 2021 On time
Accounts and TAR 31 March 2021 12 August 2021 On time Download Open in new window
Annual return 31 March 2020 23 October 2020 On time
Accounts and TAR 31 March 2020 23 October 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 8TH APRIL 2003 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 28 SEP 2017 as amended on 18 Nov 2020

Charitable objects

1. FOR THE BENEFIT OF THE PUBLIC, TO ADVANCE, PROMOTE AND FURTHER THE CONSERVATION, MAINTENANCE AND PROTECTION, IN THE ISLES OF SCILLY, OF: (1) TERRESTRIAL AND MARINE WILDLIFE AND THEIR HABITATS; (2) PLACES OF NATURAL BEAUTY; (3) PLACES OF ZOOLOGICAL, BOTANICAL, GEOGRAPHICAL, ARCHAEOLOGICAL, HISTORICAL OR SCIENTIFIC INTEREST. 2. TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE TERRESTRIAL AND MARINE WILDLIFE AND THEIR HABITATS AND THE LANDSCAPE AND ARCHAEOLOGICAL AND HISTORICAL REMAINS OF THE ISLES OF SCILLY 3. TO PROMOTE RESEARCH IN ALL BRANCHES OF NATURE STUDY PERTAINING TO THE ISLES OF SCILLY AND TO PUBLISH THE USEFUL RESULTS THEREOF.

Area of benefit

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

ISLES OF SCILLY

Contact information

Address:
The Isles of Scilly Wildlife Trust
Trenoweth
St. Mary's
ISLES OF SCILLY
TR21 0NS
Phone:
01720422153
Email:
hello@ios-wildlifetrust.org.uk
Website:

www.ios-wildlifetrust.org.uk Open in new window