SOMERSET WILDLIFE TRUST

Registered charity 238372 · accounts filings on the Charity Commission register · Wikidata: Q7559917 · Wikipedia · also known as THE SOMERSET TRUST FOR NATURE CONSERVATION

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.

Area of benefit: NOT DEFINED. IN PRACTICE SOMERSET

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Environment/conservation/heritage · website · Get email alerts

Registered contact address: Somerset, South West, England (from the postcode on the register)

Latest income
£5.3m
Latest spending
£5.8m
Registered
1964
Accounts read
FY2025

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.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Grants (39% of income)
“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.”
Per its FY2025 accounts as filed with the Charity Commission.
Fundraising cost ratio: 15.1% of fundraised income, as disclosed
“Expenditure on raising funds increased by 28% and totalled £807,000 (£630,000: 2023/24)”
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: three to six months' core operating costs (£0.9 million - £1.8 million) (held: £1.6m)
“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.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donations and membership from Trustees
“During 2024/25 a total of £1,000 (2024: £1,000) was received from Trustees in respect of donations and membership.”
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: SWT (Sales) Limited
“Somerset Wildlife Trust has one wholly owned subsidiary, SWT (Sales) Limited.”
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Albert Goodman LLP. Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

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

Source: this charity’s annual returns on the Charity Commission register.

In the news

Recent coverage mentioning this charity by name (automated match; headlines belong to their publishers).

Corporate structure

Public fundraising profile: JustGiving — Somerset Wildlife Trust (matched by registered charity number).

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

Official officers record.

Property (HM Land Registry)

135 registered titles in England and Wales held by the charity’s company or corporate body (124 freehold); recorded price paid £977k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 31/03/2025)

Total income
£5.3m
Total spending
£5.8m
Cost of raising funds
£1.6m
Reserves (reported)
£1.8m
Employees
93

Reported reserves equal ~3.7 months of spending — below the median for charities its size (median 4.7 months; benchmarks).

Per its annual return, cost of raising funds: 29.4% of total income — in the top quarter for charities its size (median 5.3%) (benchmarks).

Register events

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Somerset

Income and spending

Financial year endIncomeSpending
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

Grants to this charity found in funders’ own accounts filings.

FunderYearAmountPurpose (as stated by the funder)
ROYAL SOCIETY OF WILDLIFE TRUSTSFY2021£229kPeople's Postcode Lottery
THE SANDERSON FOUNDATIONFY2025£200k
ROYAL SOCIETY OF WILDLIFE TRUSTSFY2024£200kEcological Restoration Fund
THE NINESQUARE TRUSTFY2024£108kNature & Wellbeing programme (3-year agreement)
ROYAL SOCIETY OF WILDLIFE TRUSTSFY2024£64kRSWT Grants
ROYAL SOCIETY OF WILDLIFE TRUSTSFY2021£59kBiffa Award
THE NINESQUARE TRUSTFY2022£54kGreen Influencers Scheme
CLARK FOUNDATIONFY2024£50k
ROYAL SOCIETY OF WILDLIFE TRUSTSFY2024£46kBiffa Award Grants
THE LINMARDON TRUSTFY2024Unverified read£38k
THE MICHAEL MARKS CHARITABLE TRUSTFY2025£32k
THE SANDERSON FOUNDATIONFY2024£15k
THE ACCOMPLISHMENT TRUSTFY2024Unverified read£13k
ROYAL SOCIETY OF WILDLIFE TRUSTSFY2022£10kStrategic Development Fund
ROYAL SOCIETY OF WILDLIFE TRUSTSFY2022£10kBiffa Award
ROYAL SOCIETY OF WILDLIFE TRUSTSFY2022£10kPeople's Postcode Lottery
ROYAL SOCIETY OF WILDLIFE TRUSTSFY2022£10kStrategic Development Fund
THE CITY CHARITY TRUSTFY2025£8k
THE FAIRFIELD CHARITABLE TRUSTFY2023£5k
THE FAIRFIELD CHARITABLE TRUSTFY2024£5k
JOHN SWIRE 1989 CHARITABLE TRUSTFY2024Unverified read£5k
A J H ASHBY WILL TRUSTFY2022£4k
THE FAIRFIELD CHARITABLE TRUSTFY2025£3k
THE DOROTHY WHITNEY ELMHIRST TRUSTFY2024£3k
THE LINMARDON TRUSTFY2024£3k
CLARK FOUNDATIONFY2023£2kCountryside
FRAZER TRUSTFY2023£2kChildren
FRAZER TRUSTFY2024£2kLeisure activities, animals and wildlife
FRAZER TRUSTFY2025£2kLeisure activities, animals and wildlife
FRAZER TRUSTFY2022£2k
JOHN SWIRE 1989 CHARITABLE TRUSTFY2023£1k
THE DOROTHY WHITNEY ELMHIRST TRUSTFY2025£1k
Moto FoundationFY2025£1kCommunity grant
DUNSTER SHOW SOCIETYFY2021£500
DUNSTER SHOW SOCIETYFY2022£125
THE NINESQUARE TRUSTFY2025amount not statedRecurring grant (£108,000 recognised in previous year)
CLARK FOUNDATIONFY2022amount not stated
THE SANDERSON FOUNDATIONFY2022amount not stated

Grants marked “Unverified read” were flagged by automated checks as possibly misread from the funder’s filed accounts. They are listed, but left out of the totals, counts and funder relationships this site computes.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

FunderDateAmountPurpose
The National Lottery Heritage Fund08/02/2023£250k"Somerset Wilder Communities 30x30"
The National Lottery Heritage Fund27/07/2020£218k"COVID19 Somerset Wildlife Trust"
The National Lottery Community Fund20/03/2020£290kSomerset Nature Connections
The National Lottery Community Fund18/04/2019£9kBudding Marvellous - Lisieux Way Garden
Somerset Community Foundation19/12/2018£1kGreen Spaces, Healthy Places
The National Lottery Heritage Fund20/03/2012£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 Fund20/04/2010£1.9m"Avalon Marshes Landscape Partnership Scheme"
The National Lottery Heritage Fund07/05/2008£42k"My Mendip Hills"
The National Lottery Community Fund27/11/2007£49kGo Wild
The National Lottery Heritage Fund20/08/2007£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 Fund20/08/2007£10kSustainable Rainwater Harvesting at Carymoor
The National Lottery Heritage Fund05/08/1999£103k"Lynchcombe Nature Reserve Extension - Acquisition"
The National Lottery Heritage Fund22/04/1998£74k"Ringdown Common, Culm Valley - Acquisition"
The National Lottery Heritage Fund22/04/1997£29k"Edford Meadows - Acquisition (Mells Valley Project)"
The National Lottery Heritage Fund10/03/1997£101k"Mells Valley PBA Project - Acquisition"
The National Lottery Heritage Fund22/10/1996£45k"Farmwood Meadows and Woodland, Ruggin"
The National Lottery Heritage Fund23/04/1996£83k"East Poldens Downland Restoration Project"

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with SHROPSHIRE WILDLIFE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
SOMERSET WILDLIFE TRUST£5.3m——within15.1%no doubt
SHROPSHIRE WILDLIFE TRUST FY2025£3.4m——below—no doubt
DORSET WILDLIFE TRUST FY2025£7.3m——unclear—no doubt
SUSSEX WILDLIFE TRUST FY2025£7.2m——unclear—no doubt
HAMPSHIRE AND ISLE OF WIGHT WILDLIFE TRUST FY2025£9.9m——unclear—no doubt
DURHAM WILDLIFE TRUST FY2026£2.8m——unclear—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.