Finance Score: 0
Governance Score: 9
Support Score: 4
  • Good reserves management: +3
  • Fundraising costs high: -3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +4
Overall GiG Score: 13 ?

WHALE AND DOLPHIN CONSERVATION

WDC's work combines concern for the welfare of individual whales, dolphins and porpoises with efforts to ensure the protection of the species, populations and their habitats. We conduct research, provide advice to decision makers about how to protect the animals and fund conservation and education projects around the world, working for solutions which benefit people and animals.
Analysis by Giving is Great

Positives:

  • The charity has received backing from several prominent grant makers recently
  • Reserves management has been consistently within official guidelines
  • Spending has increased over the last 3 years relative to the previous period
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

  • Fundraising costs are high relative to funds raised

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
30/09/23£5,942£5,752£190£1,371£3,130£2,7475.774290
30/09/22£4,804£4,785£19£1,089£2,907£2,5696.4103300
30/09/21£5,012£4,374£638£910£2,845£2,4136.696300
30/09/20£4,263£4,090£173£821£2,215£1,9405.799300
30/09/19£3,915£4,348£-434£970£2,059£1,806595300
30/09/18£5,128£3,964£1,164£1,000£2,498£2,3037940
30/09/17£3,853£3,821£32£856£1,332£1,1703.7640
30/09/16£3,542£3,735£-192£920£1,301£1,1853.8630
30/09/15£4,236£3,816£420£981£1,493£1,4004.4610
30/09/14£4,570£4,277£293£1,491£1,073£1,0052.8620
30/09/13£2,978£3,687£-709£961£781£7372.4580
30/09/12£4,358£3,460£898£756£1,490£1,4645.1540
30/09/11£3,719£3,654£65£790£593£5561.8480
30/09/10£4,041£3,771£270£896£528£4891.6420
30/09/09£4,032£3,915£116£1,011£258£1960.6420
30/09/08£4,342£4,289£54£1,105£142£950.3440
30/09/07*£4,531£4,616£-85£1,162£87£140420
30/09/06*£3,348£3,553£-205n/an/an/an/an/an/a
30/09/05£4,135£4,089£46n/an/an/an/an/an/a
30/09/04£3,290£3,489£-200n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 25.1%
Fundraising Costs/Total Spending: 23.8%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 16%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 88%
Reserves/Spending: 5.7 months
Net Current Assets/Spending: 7 months
Quick Ratio: 4.3
Asset Split ?
Balance Sheet History
Established: 32 years

www.whales.org

info@whales.org

01249449500

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Animals
  • Education/Training
  • Environment/Conservation/Heritage
GiG Classification
  • Animal sanctuaries and shelters
How it operates
  • Makes grants to individuals
  • Makes grants to organisations
  • Provides advocacy/advice/information
  • Sponsors or undertakes research
Where it operates
  • Argentina, Australia, Germany, New Zealand, Scotland, United States, Wiltshire,
Who it helps
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

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

Specific Donations
Amount When
Months
To be used for
John Ellerman Foundation - Salary costs of staff assigned to the project / core costs
£100,000 25/03/2021
Salary costs of staff assigned to the project / core costs
Department for Environment, Food and Rural Affairs - GRANT: Darwin Partnership - DARPP-205 Researching and reducing threats to Senegal’s marine mammals and turtles
£7,108 01/04/2020
The project will combine field research and community and stakeholder outreach to benefitwildlife and people. Research will increase understanding of threats to cetacean, sea turtle and manateespecies in Senegal. Community outreach will work to ....more

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)
Current Trustees appointed
Gender Split
Based on 7/8 persons

Age Range of Trustees: 26-75
  • ADRIAN JOHN REED Appointed: 2013, Occupation: Banker
  • ALEXANDER JOHN HUNT Appointed: 2021, Occupation: Charity Policy And Government Ment Affair Manager
  • ARIETTA BORTOT Appointed: 2023, Occupation: Senior Compliance Officer
  • DR LISA DREWE (Chair) Appointed: 2016, Occupation: Consultant
  • HANNAH MCCARTHY Appointed: 2023, Occupation: Account Manager
  • JOHN GERARD LEIGH, Occupation: Director
  • JESSICA POLLITT Appointed: 2023, Occupation: Senior Programme Manager
  • PHIL SMITH Appointed: 2012, Occupation: Head Of Current Accounts
Legal constitution
  • Charitable company registered in England & Wales on 12/10/1992, number: 1014705
  • Registered at Companies House on 05/08/1992, number: 02737421
Gift Aid
  • Registered with HMRC for Gift Aid
Fundraising Regulator
First registered: 09/01/2016, current status: Large charity (levy paid)
Policies in force
  • 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
  • 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; AR07: 105 days late, AR06: 176 days late,
Main office

WHALE & DOLPHIN CONSERVATION
38 ST. PAUL STREET
CHIPPENHAM
SN15 1LJ

Objectives

(A) TO EDUCATE THE PUBLIC TOWARDS THE NEED FOR THE PRESERVATION OF ALL SPECIES OF AQUATIC ANIMALS IN PARTICULAR BUT WITHOUT PREJUDICE TO THE GENERALITY OF THE FOREGOING ALL WHALES DOLPHINS PORPOISES AND CETACEANS IN ALL THEIR FORMS (B) TO UNDERTAKE RESEARCH ON THE PRESERVATION OF ALL SPECIES OF AQUATIC MAMMALS AND TO PUBLISH THE RESULTS OF SUCH RESEARCH (C) TO WORK TOWARDS THE ELIMINATION OF ALL FORMS OF CRUELTY TO AND ABUSE OF AQUATIC MAMMALS WHETHER IN THE WILD OR IN CAPTIVITY AND(D) TO PRESERVE AND CONSERVE AQUATIC MAMMALS.

Defined Area of Benefit:

NATIONAL AND OVERSEAS

Data Sources

Charity Commission for England and Wales
360 Giving
Charizone

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