Finance Score: 0

Governance Score: 9

Support Score: 7

Good reserves management: +3
Fundraising costs high: -3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +7

Overall GiG Score: 16

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
There have been no material income shortfalls in recent years
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

Established: 32 years

www.whales.org

info@whales.org

01249449500

Charity Commission for England and Wales

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
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	300
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	£0	£0	£0	n/a	0	0
30/09/05		£4,135	£4,089	£46	£0	£0	£0	n/a	0	0
30/09/04		£3,290	£3,489	£-200	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 25.3%
Fundraising Costs/Total Spending: 22.8%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 16%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 88%
Reserves/Spending: 6.4 months
Net Current Assets/Spending: 7 months
Quick Ratio: 4.7

Asset Split ?

Listed activities

Animals
Education/Training
Environment/Conservation/Heritage

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 works here?

103 employees
300 volunteers

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 Work and Pensions	£1,180,608
John Ellerman Foundation	£100,000
Department for Environment, Food and Rural Affairs	£7,108

Specific Donations

Amount	When Months	To be used for
Department for Work and Pensions - LIMBER JOBS LIMITED
£1,180,608	01/04/2022	The Kickstart Scheme provides funding to employers to create jobs for 16 to 24 year olds on Universal Credit.
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 ....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: 26-74

ADRIAN JOHN REED Appointed: 2013, Occupation: Banker, Other trusteeship: WILMINGTON TRUST,

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

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Volunteer management

Filing Record

19 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