Finance Score: 1

Governance Score: 3

Support Score: 8

Multiple Deficits: -2
Fundraising costs low: +3

Good trustee age range: +3

Grant maker support: +8

Overall GiG Score: 12

OCEAN CONSERVATION TRUST LIMITED

Advance the education of the public in, and promote the conservation of, living marine and freshwater aquatic organisms by the provision of an aquarium and museum and other programmes of education and research and to disseminate the useful results of such research for the benefit of the public

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age

Financial issues to consider:

On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/01/23	£6,397	£5,684	£713	£101	£9,964	£4,530	9.6	106	100
31/01/22	£5,219	£4,453	£766	£283	£9,251	£3,492	9.4	125	60
31/01/21	£3,191	£4,119	£-928	£236	£8,485	£2,175	6.3	98	50
31/01/20	£4,122	£4,434	£-311	£1,267	£9,414	£2,847	7.7	101	50
31/01/19	£4,104	£4,746	£-641	£1,317	£9,725	£2,696	6.8	109	27
31/01/18	£3,844	£4,440	£-596	£1,102	£10,366	£2,901	7.8	104	0
31/01/17	£3,628	£4,232	£-604	£1,041	£10,963	£3,059	8.7	95	0
31/01/16	£3,797	£4,189	£-392	£1,034	£11,567	£3,226	9.2	94	0
31/01/15	£3,368	£3,847	£-480	£460	£11,934	£3,150	9.8	70	0
31/01/14	£3,347	£3,979	£-632	£451	£12,414	£3,133	9.4	58	0
31/01/13	£3,131	£3,880	£-750	£478	£13,046	£3,116	9.6	57	0
31/01/12	£3,143	£3,722	£-580	£488	£13,795	£3,154	10.2	52	0
31/01/11	£2,815	£3,527	£-713	£517	£14,375	£3,297	11.2	54	0
31/01/10	£2,960	£3,446	£-486	£396	£15,088	£3,249	11.3	50	0
31/01/09	£3,238	£3,938	£-699	£453	£15,862	£3,350	10.2	79	0
31/01/08	£5,114	£4,002	£1,112	£594	£16,273	£3,051	9.1	65	0
31/01/07	£3,786	£4,204	£-418	£650	£15,161	£15,131	43.2	0	0
31/01/06?	£3,578	£868	£2,710	£0	£0	£0	n/a	0	0
31/03/05	£1,609	£1,552	£57	£0	£0	£0	n/a	0	0
31/03/04	£6,305	£4,872	£1,434	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.1%
Fundraising Costs/Total Spending: 1.8%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 14%
Liabilities/Income: 25%
Unrestricted Funds/Total Funds: 45%
Reserves/Spending: 9.6 months
Net Current Assets/Spending: 6 months
Quick Ratio: 3.2

Asset Split ?

Established: 30 years
(32 years as a company)

www.oceanconservationtrust.org

enquiries@oceanconservationtrust.org

01752600301

Charity Commission for England and Wales

Tweets

Listed activities

Animals
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Devon,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Department for Environment, Food and Rural Affairs	£354,926
DCMS	£125,000
The Dixon Foundation	£50,000
Calouste Gulbenkian Foundation, UK Branch	£24,000

Specific Donations

Amount	When Months	To be used for
The Dixon Foundation - Blue Meadows Project
£50,000	20/03/2023	Project to conserve and protect existing seagrass sites in Devon and Cornwall, and propagate, plant and restore seagrass meadows at scale.
Department for Environment, Food and Rural Affairs - GRANT: Zoo Animals Fund Grant - [Ocean Conservation Trust Ltd]
£354,926	09/12/2020	A grant awarded under the Zoo Animals Fund. The Zoo Animals Fund provides longer term financial support to zoos. The fund aims to continue to support zoos through the winter to prevent additional ....more A grant awarded under the Zoo Animals Fund. The Zoo Animals Fund provides longer term financial support to zoos. The fund aims to continue to support zoos through the winter to prevent additional unplanned euthanasia of animals, compared to what would otherwise have been the case.
DCMS - GRCF2020 Enabling large scale seagrass restoration supporting fisheries whilst sequestering carbon
£125,000	11/11/2020	Green Recovery Challenge Fund 2020-21. The wider aim of the scheme is: The Green Recovery Challenge Fund is a short-term competitive fund to kick-start environmental renewal whilst creating and ....more Green Recovery Challenge Fund 2020-21. The wider aim of the scheme is: The Green Recovery Challenge Fund is a short-term competitive fund to kick-start environmental renewal whilst creating and retaining a range of jobs. It is open to environmental charities and their partners to deliver projects in England.The aim of the fund is to support projects that are ready to deliver and focus on nature restoration, nature-based solutions and connecting people with nature, delivering against the goals of the Governments 25 Year Environment Plan (25YEP), whilst helping to sustain and build capacity in the sector.
Calouste Gulbenkian Foundation, UK Branch - Ocean Conservation Trust
£20,000	28/10/2020	Support for the We Are Ocean network (WAO) to strengthen ocean literacy activity, connecting national and international policy initiatives to practical and inspiring action on the ground.
Calouste Gulbenkian Foundation, UK Branch - National Marine Aquarium Limited
£4,000	18/11/2019	To provide resource for travel and accommodation costs for participants who would be unable otherwise to take part in the WeAreOcean Summit, as well as covering catering and printing costs to ensure ....more To provide resource for travel and accommodation costs for participants who would be unable otherwise to take part in the WeAreOcean Summit, as well as covering catering and printing costs to ensure the event is a success.
National Lottery Community Fund - Young Carers Ocean Squad
£9,720	23/08/2018 12	The funding will be used to run a series of marine life workshops for young carers. The project aims to bring people together and encourage social engagement.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Age Range of Trustees: 43-70

IAN MCFADZEN Appointed: 2019, Occupation: Chief Executive Officer

MARK LOMAS (Chair) Appointed: 2014, Occupation: Solicitor

MATEJ PFAJFAR Appointed: 2021, Occupation: Engineering Director

MR K LEWINS Appointed: 2015, Occupation: Solicitor

PROFESSOR JEREMY ALAN ROBERTS Appointed: 2019, Occupation: Deputy Vice Chancellor

Legal constitution

Charitable company registered in England & Wales on 01/02/1994, number: 1032491
Registered at Companies House on 31/12/1991, number: 02674910

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
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

Filing Record

20 returns made; all on time

Main office

NATIONAL MARINE AQUARIUM
ROPE WALK
PLYMOUTH
PL4 0LF

Objectives

To promote and contribute to the conservation, protection and improvement of the Ocean and of all forms of aquatic life and to the conservation and regeneration of aquatic habitats, species and ecosystems that sustain life, all for the benefit of the public. To advance the education of the public in the conservation, protection and improvement of the Ocean and of all forms of aquatic life and in the conservation and regeneration of aquatic habitats, species, and ecosystems that sustain life by the provision of an aquarium and or other programmes of education and research and to disseminate the useful results of such research all for the benefit of the public.

Defined Area of Benefit:

NOT DEFINED

Data Sources