Finance Score: 3
Governance Score: 6
Support Score: 11
  • Liabilities <10%: +3
  • Strong growth: +2
  • Fundraising costs high: -2
  • Good trustee age range: +3
  • Dynamic board: +3
  • Grant maker support: +11
Overall GiG Score: 20 ?

SOMERSET WILDLIFE TRUST 

Managing nature reserves, protecting rare and threatened species, monitoring plans and developments, standing up for wildlife conservation, working with landowners, local business and government for the benefit of wildlife and promoting sustainable living.
Analysis by Giving is Great

Positives:

  • This charity has a robust balance sheet
  • There has been strong growth in spending over the last 5 years
  • There have been no material income shortfalls in recent years
  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be well diversified in terms of age and dynamic in terms of composition

Financial issues to consider:

  • Fundraising costs are high relative to funds raised
Established: 59 years

www.somersetwildlife.org

enquiries@somersetwildlife.org

01823652400

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?

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£5,436£4,612£824£1,159£10,514£5,7491584420
31/03/22£6,071£3,351£2,721£1,082£9,782£5,51019.769300
31/03/21£3,823£2,545£1,278£961£7,027£4,69322.159300
31/03/20£2,751£3,046£-294£1,101£5,566£3,52613.962280
31/03/19£2,968£2,341£627£841£5,903£3,97220.455300
31/03/18£2,380£2,319£61£827£5,242£3,33217.2550
31/03/17£2,841£2,952£-111£809£5,175£3,31413.5590
31/03/16£2,763£2,818£-55£639£5,192£3,44914.7580
31/03/15£2,897£2,666£231£535£5,610£3,93717.7590
31/03/14£2,004£2,306£-302£424£5,260£3,57018.6520
31/03/13£2,217£2,349£-132£438£5,525£3,75019.2550
31/03/12£1,979£2,069£-90£440£5,561£3,77521.9490
31/03/11£1,772£1,780£-8£463£5,659£3,87526.1420
31/03/10£3,170£1,847£1,322£448£5,406£3,79624.7390
31/03/09£1,760£1,353£407£332£3,774£2,26920.1320
31/03/08£1,472£2,009£-537£353£3,346£2,04312.2480
31/03/07£1,830£1,635£195£390£3,885£2,37417.4450
31/03/06£1,581£1,447£134£0£0£0n/a00
31/03/05*£972£998£-26£0£0£0n/a00
31/03/04*£861£845£16£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 24.4%
Fundraising Costs/Total Spending: 25.3%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 6%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 55%
Reserves/Spending: 15 months
Net Current Assets/Spending: 10 months
Quick Ratio: 4.4
Asset Split ?
Listed activities
  • Environment/Conservation/Heritage
How it operates
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Somerset,
Who it helps
  • The General Public/Mankind
Who works here?
  • 84 employees
  • 420 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
Esmee Fairbairn£959,000
National Lottery Heritage Fund£467,771
Department for Environment, Food and Rural Affairs£317,817
National Lottery Community Fund£290,000
Garfield Weston Foundation£200,000
Somerset Community Foundation£140,830
Specific Donations
Amount When
Months
To be used for
National Lottery Heritage Fund - Grant to Somerset Wildlife Trust
£249,971 08/02/2023
Somerset Wilder Communities 30x30
Department for Environment, Food and Rural Affairs - NCPGS Restoration Grant 2022 Somerset WT
£117,656 21/09/2022
The Nature for Climate Peatland Grant Scheme: Restoration Grant 2022 (round 2 of the restoration scheme) will set 35,000 ha of degraded peatland in England on a path to restoration by March 2025 and ....more
Garfield Weston Foundation - Major Grants award
£200,000 29/07/2022
The Honeygar Project - Phase 1
Department for Environment, Food and Rural Affairs - Environmental Stewardship Transferred to DEFRA NSA P2
£62,946 01/04/2022
This measure covers farm and business development grants made under Countryside Productivity and ESIF Growth Programme. Grants are made in two instalments 80% of the total paid following confirmation ....more
Department for Environment, Food and Rural Affairs - ALB - Rural Payments Agency - State Aid Funded (RD Measure 10) SA
£2,145 01/04/2022
This measure is the primary Agri-environment-climate funding for England in delivering the Rural Development programme environmental land management priorities and builds on the agri-environment ....more
Department for Environment, Food and Rural Affairs - Countryside Stewardship Transferred to DEFRA NSA P2
£8,174 01/04/2022
This measure covers grant funding for basic services and village renewal in rural areas under Countryside Productivity and ESIF Growth Programme Small / micro rural businesses, rural community ....more
Department for Environment, Food and Rural Affairs - ALB - Rural Payments Agency - State Aid Funded (RD Measure 19) SA
£20,390 01/04/2022
Scheme aims and objectives still to be completed
Department for Environment, Food and Rural Affairs - RPA Simplified Countryside Stewardship
£1,000 01/04/2022
The main priority for Countryside Stewardship is to protect and enhance the natural environment, in particular: increased biodiversity; improved habitat and expanded woodland areas; improved water ....more
Department for Environment, Food and Rural Affairs - RPA Simplified Countryside Stewardship
£12,991 01/04/2022
The main priority for Countryside Stewardship is to protect and enhance the natural environment, in particular: increased biodiversity; improved habitat and expanded woodland areas; improved water ....more
Department for Environment, Food and Rural Affairs - RPA Simplified Countryside Stewardship
£2,760 01/04/2022
The main priority for Countryside Stewardship is to protect and enhance the natural environment, in particular: increased biodiversity; improved habitat and expanded woodland areas; improved water ....more
Department for Environment, Food and Rural Affairs - CCC 029-1870-Continuing the Vision for the Bristol Channel and Severn
£67,555 01/04/2022
Seeking to enhance and progress coordination for coastal sustainability and resilience in England. The 3Cs initiative will use this funding to: Test, trial and inform best practice approaches for ....more
Department for Environment, Food and Rural Affairs - RPA Simplified Countryside Stewardship
£22,201 01/04/2022
The main priority for Countryside Stewardship is to protect and enhance the natural environment, in particular: increased biodiversity; improved habitat and expanded woodland areas; improved water ....more
Somerset Community Foundation - Wilder Coast
£90,830 10/03/2022
Staff salary and training costs including re-wilding projects
Esmee Fairbairn - Social investment Somerset Wildlife Trust
£959,000 25/03/2021
24
An investment towards the purchase of Honeygar Farm, in the Avalon Marshes, Somerset.
Somerset Community Foundation - Somerset Nature Connections
£50,000 13/11/2020
23
Somerset Nature Connections
Co-Operative Group - Grant to Somerset Wildlife Trust
£3,448 24/10/2020
We would to ensure our Community Engagement Project can continue, improving local people's health and the green spaces in the community.
National Lottery Heritage Fund - Grant to Somerset Wildlife Trust
£217,800 03/08/2020
COVID19 Somerset Wildlife Trust
National Lottery Community Fund - Somerset Nature Connections
£290,000 20/03/2020
35
The funding will enable the project to deliver a range of nature and outdoors-based programmes, aimed at improving the health and wellbeing outcomes of people in the community who are experiencing ....more
National Lottery Community Fund - Budding Marvellous - Lisieux Way Garden
£8,655 18/04/2019
12
The funding will be used to make improvements to the community garden. The project aims to provide a communal green space that can bring together the community.
Department for Environment, Food and Rural Affairs - State Aid Funded (Measure 10)
£43,990 01/04/2019
This measure is the primary Agri-environment-climate funding for England in delivering the Rural Development programme environmental land management priorities and builds on the agri-environment ....more
Department for Environment, Food and Rural Affairs - EAFRD - RD Measure 10 EXQ funded
£118,599 01/04/2019
This measure is the primary Agri-environment-climate funding for England in delivering the Rural Development programme environmental land management priorities and builds on the agri-environment ....more
Department for Environment, Food and Rural Affairs - EAFRD - RD Measure 10
£71,855 01/04/2018
This measure covers Agri-environment-organic farming support.Payments are based on income foregone and, where relevant, additional costs resulting from converting to an organic farming system. There ....more
Esmee Fairbairn - Grant to Somerset Wildlife Trust
£47,991 16/06/2009
12
Towards Core costs Towards staff and consultancy costs of implementing a new finance system and to create a sustainable business model for the future.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)
Current Trustees appointed
Gender Split

Age Range of Trustees: 36-72
  • ED GREEN Appointed: 2021, Occupation: Farmer
  • RUPERT TAYLOR (Chair) Appointed: 2023, Occupation: Management Consultant
Legal constitution
  • Charitable company registered in England & Wales on 03/12/1964, number: 238372
  • Registered at Companies House on 02/09/1964, number: 00818162
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
  • 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; AR05: 59 days late, AR04: 1 days late,
Main office

Somerset Wildlife Trust
34 Wellington Road
Taunton
TA1 5AW

Objectives

(1) FOR THE BENEFIT OF THE PUBLIC, TO ADVANCE, PROMOTE AND FURTHER THE CONSERVATION, MAINTENANCE, PROTECTION AND ENJOYMENT OF: (I) WILDLIFE AND ITS HABITATS; (II) PLACES OF ZOOLOGICAL, BOTANICAL, GEOGRAPHICAL, ARCHAEOLOGICAL OR SCIENTIFIC INTEREST; (III) FEATURES OF LANDSCAPE WITH GEOLOGICAL OR PHYSIOGRAPHICAL VALUE; (IV) PLACES OF NATURAL BEAUTY IN PARTICULAR, BUT NOT EXCLUSIVELY, BY PROMOTING BIODIVERSITY.(2) TO ADVANCE THE EDUCATION OF THE PUBLIC IN: (I) THE PRINCIPLES OF SUSTAINABLE DEVELOPMENT; (II) THE PRINCIPLES OF BIODIVERSITY CONSERVATION. (3) TO PROMOTE RESEARCH IN ALL BRANCHES OF NATURE STUDY, IN ECOLOGY AND GEOLOGY.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE SOMERSET

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great