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.
Objects
(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.
Financial health, per its FY2025 accounts
The accounts state that total funds fell to £10.3 million from £10.7 million in the prior year as expenditure exceeded income by £467,000. Despite this deficit, the charity maintains a positive financial position with free financial reserves of £1.63 million, which the trustees report are at the upper end of their target range of three to six months' core operating costs.
What the accounts disclose
“Grant income totalled £2.1 million (£1.7 million: 2023/24) representing the largest source of income in the year and 39% of overall income.”
“Expenditure on raising funds increased by 28% and totalled £807,000 (£630,000: 2023/24)”
“We aim to hold between three and six months’ core operating costs as free financial reserves which equates to between £0.9 million and £1.8 million.”
“During 2024/25 a total of £1,000 (2024: £1,000) was received from Trustees in respect of donations and membership.”
“Somerset Wildlife Trust has one wholly owned subsidiary, SWT (Sales) Limited.”
Policies the charity declares
- 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
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 443
- Government income: £1,540,596 — contracts £168,831 (6), grants £1,371,765 (39); 29% of the £5,348,000 total gross income on the same return
- Employees paid over £60,000: 4 (£60,001–£70,000: 3; £80,001–£90,000: 1)
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 395
- Government income: £1,173,055 — contracts £140,117 (8), grants £1,032,938 (44); 24% of the £4,905,000 total gross income on the same return
- Employees paid over £60,000: 1 (£70,001–£80,000: 1)
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 420
- Government income: £1,347,975 — contracts £49,408 (4), grants £1,298,567 (44); 25% of the £5,436,163 total gross income on the same return
- Employees paid over £60,000: 2 (£60,001–£70,000: 1; £70,001–£80,000: 1)
- Has a trading subsidiary
In the news
- Somerset Rivers Riparian Woodland Project: Somerset Wildlife Trust
- Somerset Wildlife Trust needs help tackling invasive plant species
- Somerset Wildlife Trust invites residents in Burnham area to join Great Somerset Wildlife Count - Burnham-On-Sea.com
- Somerset Wildlife Trust calls on Government to seize final chance to ban peat sales
- Somerset Wildlife Trust to hold nature walk along Highbridge’s River Brue - Burnham-On-Sea.com
- Somerset Wildlife Trust secures £60k funding from Blue Influencers Scheme
- Somerset Wildlife Trust invites residents in Burnham area to join frog and toad spawn count - Burnham-On-Sea.com
- Somerset Wildlife Trust wants help to record New Year frog and toad spawn
Corporate structure
- Registered company of the charity Companies House 00818162 · Financial health read from its filings
Company officers (Companies House)
- FATTORINI, Charles Sebastian on trustee list
- BRIGGS, Barnaby Daniel on trustee list
- TAYLOR, Rupert Charles Uttermare on trustee list
- ROGERS, Stephen on trustee list
- SCARLETT, Richard David on trustee list
- SKINNER, Daniel James Christopher, Dr on trustee list
- COULTHARD, Amy Rebecca on trustee list
- PURDEY, Holly Meredith Brewer on trustee list
- MCBRIDE, Stuart Ashley Royden on trustee list
- STEER, Mark Daniel on trustee list
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (24/07/2024)
Trustees
- Rupert Taylorchair
- Amy Rebecca Coulthard
- Barnaby Briggs
- Charles Fattorini
- Dr Daniel James Christopher Skinner
- Dr Mark Steer
- Holly Purdey
- Richard David Scarlett
- Stephen Rogers
- Stuart McBride
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £5.3m | £5.8m |
| 31/03/2024 | £4.9m | £4.7m |
| 31/03/2023 | £5.4m | £4.6m |
| 31/03/2022 | £6.1m | £3.4m |
| 31/03/2021 | £3.8m | £2.5m |
Common questions
Is SOMERSET WILDLIFE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that total funds fell to £10.3 million from £10.7 million in the prior year as expenditure exceeded income by £467,000. Despite this deficit, the charity maintains a positive financial position with free financial reserves of £1.63 million, which the trustees report are at the upper end of their target range of three to six months' core operating costs. Its FY2025 accounts were audited by Albert Goodman LLP.
Who funds SOMERSET WILDLIFE TRUST?
Funders whose own accounts filings name SOMERSET WILDLIFE TRUST as a grant recipient include ROYAL SOCIETY OF WILDLIFE TRUSTS, THE SANDERSON FOUNDATION, THE NINESQUARE TRUST, CLARK FOUNDATION, THE MICHAEL MARKS CHARITABLE TRUST.
Known funders
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 08/02/2023 | £250k | "Somerset Wilder Communities 30x30" |
| The National Lottery Heritage Fund | 27/07/2020 | £218k | "COVID19 Somerset Wildlife Trust" |
| The National Lottery Community Fund | 20/03/2020 | £290k | Somerset Nature Connections |
| The National Lottery Community Fund | 18/04/2019 | £9k | Budding Marvellous - Lisieux Way Garden |
| Somerset Community Foundation | 19/12/2018 | £1k | Green Spaces, Healthy Places |
| The National Lottery Heritage Fund | 20/03/2012 | £528k | "Routes to the River Tone: creating a joined up network of natural places throughout Taunton where wildlife can thrive and people can feel al" |
| The National Lottery Heritage Fund | 20/04/2010 | £1.9m | "Avalon Marshes Landscape Partnership Scheme" |
| The National Lottery Heritage Fund | 07/05/2008 | £42k | "My Mendip Hills" |
| The National Lottery Community Fund | 27/11/2007 | £49k | Go Wild |
| The National Lottery Heritage Fund | 20/08/2007 | £10k | "The Project Is For The Group Based In Somerset To Install A Rainwater Harvesting System At The Carymoor Environmental Centre And To Run A Su" |
| The National Lottery Community Fund | 20/08/2007 | £10k | Sustainable Rainwater Harvesting at Carymoor |
| The National Lottery Heritage Fund | 05/08/1999 | £103k | "Lynchcombe Nature Reserve Extension - Acquisition" |
| The National Lottery Heritage Fund | 22/04/1998 | £74k | "Ringdown Common, Culm Valley - Acquisition" |
| The National Lottery Heritage Fund | 22/04/1997 | £29k | "Edford Meadows - Acquisition (Mells Valley Project)" |
| The National Lottery Heritage Fund | 10/03/1997 | £101k | "Mells Valley PBA Project - Acquisition" |
| The National Lottery Heritage Fund | 22/10/1996 | £45k | "Farmwood Meadows and Woodland, Ruggin" |
| The National Lottery Heritage Fund | 23/04/1996 | £83k | "East Poldens Downland Restoration Project" |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE BANISTER CHARITABLE TRUST | 5 | £689k |
| THE VEOLIA ENVIRONMENTAL TRUST | 2 | £824k |
| JOHN ELLERMAN FOUNDATION | 2 | £165k |
| THE NINEVEH CHARITABLE TRUST | 2 | £5k |
| THE DERBYSHIRE ENVIRONMENTAL TRUST LIMITED | 1 | £100k |
| THE DRW FOUNDATION | 1 | £100k |
| THE ALA GREEN CHARITABLE TRUST | 1 | £71k |
| THE POINTER FAMILY TRUST | 1 | £45k |
Charities like this
- SHROPSHIRE WILDLIFE TRUST
- DORSET WILDLIFE TRUST
- SUSSEX WILDLIFE TRUST
- HAMPSHIRE AND ISLE OF WIGHT WILDLIFE TRUST
- DURHAM WILDLIFE TRUST
- THE SURREY WILDLIFE TRUST LIMITED
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| SOMERSET WILDLIFE TRUST | £5.3m | — | — | within | 15.1% | no doubt |
| SHROPSHIRE WILDLIFE TRUST | £3.4m | — | — | below | — | no doubt |
| DORSET WILDLIFE TRUST | £7.3m | — | — | unclear | — | no doubt |
| SUSSEX WILDLIFE TRUST | £7.2m | — | — | unclear | — | no doubt |
| HAMPSHIRE AND ISLE OF WIGHT WILDLIFE TRUST | £9.9m | — | — | unclear | — | no doubt |
| DURHAM WILDLIFE TRUST | £2.8m | — | — | unclear | — | no doubt |