Finance Score: -6

Governance Score: 3

Support Score: 1

Reasonable growth: +1
Deficit latest year: -2
Fundraising costs high: -5

Good trustee age range: +3

Grant maker support: +1

Overall GiG Score: -2

THE SHARK TRUST

Established in 1997, the Shark Trust is a charity that promotes the study, management and conservation of sharks, skates and rays. The Trust is the UK member of the European Elasmobranch Association and currently provides the EEA's secretariat services.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There has been reasonable growth in spending 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

Financial issues to consider:

Income was lower than spending in the latest year
Fundraising costs are extremely high relative to funds raised

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
31/03/23	£671	£746	£-75	£382	£517	£283	4.6	10	0
31/03/22	£406	£412	£-6	n/a	n/a	n/a	n/a	n/a	0
31/03/21	£470	£363	£108	n/a	n/a	n/a	n/a	n/a	8
31/03/20	£593	£412	£181	£16	£491	£214	6.2	8	5
31/03/19	£386	£397	£-11	n/a	n/a	n/a	n/a	n/a	4
31/03/18	£372	£341	£30	£0	£0	£0	n/a	0	0
31/03/17	£305	£326	£-22	£0	£0	£0	n/a	0	0
31/03/16	£166	£317	£-150	£0	£0	£0	n/a	0	0
31/03/15	£218	£265	£-47	£0	£0	£0	n/a	0	0
31/03/14	£198	£273	£-75	£0	£0	£0	n/a	0	0
31/03/13	£191	£218	£-27	£0	£0	£0	n/a	0	0
31/03/12	£550	£198	£352	£27	£612	£540	32.7	5	0
31/03/11	£217	£177	£40	£0	£0	£0	n/a	0	0
31/03/10	£245	£215	£30	£0	£0	£0	n/a	0	0
31/03/09	£233	£184	£49	£0	£0	£0	n/a	0	0
31/03/08	£259	£204	£55	£0	£0	£0	n/a	0	0
31/03/07	£170	£159	£11	£0	£0	£0	n/a	0	0
31/03/06	£143	£131	£12	£0	£0	£0	n/a	0	0
31/03/05	£148	£145	£2	£0	£0	£0	n/a	0	0
31/03/04	£127	£113	£14	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 59.8%
Fundraising Costs/Total Spending: 51.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 55%
Reserves/Spending: 4.6 months
Net Current Assets/Spending: 8 months
Quick Ratio: 15.6

Asset Split ?

Established: 27 years

www.sharktrust.org

enquiries@sharktrust.org

01752672008

Charity Commission for England and Wales

Tweets

Listed activities

Animals
Environment/Conservation/Heritage

GiG Classification

Poverty relief

How it operates

Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

10 employees

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.

Specific Donations

Amount	When Months	To be used for
John Ellerman Foundation - Core funding for work in the UK and Falklands
£85,250	25/05/2017 36	Towards the core costs of their shark conservation work in the UK and the Falkland Islands using science and responsible consumer supply chains
Esmee Fairbairn - Grant to The Shark Trust
£113,648	12/06/2008 36	Towards Core costs Towards the salary of the director of conservation to deliver shark conservation objectives through science, education, influence and action.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 47-75

CHARLES STUART HOOD (Chair) Appointed: 2018, Occupation: Photographer/Boat Skipper

DANIEL JOHN FAIRWEATHER Appointed: 2018, Occupation: Insurance Broker

DAVID ELLIOTT Appointed: 2021, Occupation: Charity Ceo, Other trusteeships: THE HERPETOLOGICAL CONSERVATION TRUST, AMPHIBIAN AND REPTILE CONSERVATION TRUST,

JAYNE CHRISTINE ENSELL-BOWEN Appointed: 2018, Occupation: Homeopath

RICHARD PEIRCE Appointed: 2016, Occupation: Author/Wildlife Conservationist

ROGER COVEY Appointed: 2008, Occupation: Marine Biologist

SARAH LOUISE FOWLER Appointed: 2000, Occupation: Co Director

Legal constitution

Charitable company registered in England & Wales on 01/09/1997, number: 1064185
Registered at Companies House on 02/07/1997, number: 03396164

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
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

The Shark Trust
Unit 4
Creykes Court
5 Craigie Drive
PLYMOUTH

Objectives

TO ADVANCE CONSERVATION FOR THE PUBLIC BENEFIT OF SHARKS, RAYS AND CHIMAERAS IN THE UNITED KINGDOM, EUROPEAN AND INTERNATIONAL WATERS THROUGH EDUCATION, PROMOTING AND DISSEMINATING RESEARCH INTO SUCH CONSERVATION AND SEEKING TO ACHIEVE THEIR SUSTAINABLE MANAGEMENT

Defined Area of Benefit:

NOT DEFINED

Data Sources