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	£2,747	5.7	74	290
30/09/22		£4,804	£4,785	£19	£1,089	£2,907	£2,569	6.4	103	300
30/09/21		£5,012	£4,374	£638	£910	£2,845	£2,413	6.6	96	300
30/09/20		£4,263	£4,090	£173	£821	£2,215	£1,940	5.7	99	300
30/09/19		£3,915	£4,348	£-434	£970	£2,059	£1,806	5	95	300
30/09/18		£5,128	£3,964	£1,164	£1,000	£2,498	£2,303	7	94	0
30/09/17		£3,853	£3,821	£32	£856	£1,332	£1,170	3.7	64	0
30/09/16		£3,542	£3,735	£-192	£920	£1,301	£1,185	3.8	63	0
30/09/15		£4,236	£3,816	£420	£981	£1,493	£1,400	4.4	61	0
30/09/14		£4,570	£4,277	£293	£1,491	£1,073	£1,005	2.8	62	0
30/09/13		£2,978	£3,687	£-709	£961	£781	£737	2.4	58	0
30/09/12		£4,358	£3,460	£898	£756	£1,490	£1,464	5.1	54	0
30/09/11		£3,719	£3,654	£65	£790	£593	£556	1.8	48	0
30/09/10		£4,041	£3,771	£270	£896	£528	£489	1.6	42	0
30/09/09		£4,032	£3,915	£116	£1,011	£258	£196	0.6	42	0
30/09/08		£4,342	£4,289	£54	£1,105	£142	£95	0.3	44	0
30/09/07	*	£4,531	£4,616	£-85	£1,162	£87	£14	0	42	0
30/09/06	*	£3,348	£3,553	£-205	n/a	n/a	n/a	n/a	n/a	n/a
30/09/05		£4,135	£4,089	£46	n/a	n/a	n/a	n/a	n/a	n/a
30/09/04		£3,290	£3,489	£-200	n/a	n/a	n/a	n/a	n/a	n/a

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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 Wales

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 Senegals 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 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 reduce these threats, provide local communitiesopportunities to participate in conservation and learn about the dangers of consuming marine mammalsand turtles.Cetaceans, manatees and marine turtles face the same threats in Senegal: bycatch, pollution, directedhunts, prey depletion. Rapid population growth and declining fish catches are undermining traditionalreluctance to consume them while opportunistic consumption of bycaught animals is evolving intocommercial markets. These pressures are likely to increase as human populations expand.

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

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

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