MONTGOMERYSHIRE WILDLIFE TRUST LIMITED

Registered charity 512390 · accounts filings on the Charity Commission register · also known as THE MONTGOMERY TRUST FOR NATURE CONSERVATION LIMITED

Since 1982, the Montgomeryshire Wildlife Trust has been the leading voluntary organisation promoting wildlife conservation in Montgomeryshire.The Trust currently manages and cares for 19 Nature Reserves within the county, totalling some 500ha in area. These reserves are a showcase of some of Montgomeryshire's finest remnants of prime wildlife habitat.

Causes: Education/training · Arts/culture/heritage/science · Animals · Environment/conservation/heritage · Economic/community Development/employment · website · Get email alerts

Latest income
£1.2m
Latest spending
£1.2m
Registered
1982
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the Trust achieved an unrestricted surplus of £105,037 for the year ended 31 March 2025, following a deficit in the previous year. The Trustees report that unrestricted reserves stand at £822,278, though £468,228 of this relates to land reserves, leaving undesignated unrestricted reserves of £354,050. The Trust maintains a reserves policy to hold sufficient funds to sustain operating activities for a minimum of three months.

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

What the accounts disclose

Reserves policy: three months of unrestricted expenditure (held: £354k)
“The Trust seeks to hold unrestricted financial reserves sufficient to sustain its operating activities for a minimum of three months” — page 10
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: MWT Trading Limited
“MWT Trading Limited is a wholly-owned subsidiary of the Trust; directors of the Trust are also directors of the subsidiary.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Mitchell Charlesworth (Audit) Limited. Discloses 5 of 6 completeness components.

Corporate structure

MWT TRADING LIMITED — per its own Companies House accounts
  • Donated/gift-aided to the charity: £11k
“During the year £11,243 (2024 - £5,232) was donated to Montgomeryshire Wildlife Trust, being the previous year’s surplus.”

Public fundraising profile: JustGiving — Dyfi Osprey Project (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)

13 registered titles in England and Wales held by the charity’s company or corporate body (11 freehold). 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
£1.2m
Total spending
£1.2m
Reserves (reported)
£822k
Employees
31

Reported reserves equal ~8.0 months of spending — above the median for charities its size (median 4.8 months; benchmarks).

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

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

Operates in: Powys

Income and spending

Financial year endIncomeSpending
31/03/2025£1.2m£1.2m
31/03/2024£1.2m£1.2m
31/03/2023£1.7m£1.1m
31/03/2022£1.2m£1.0m
31/03/2021£867k£595k

Common questions

Is MONTGOMERYSHIRE WILDLIFE TRUST LIMITED financially healthy?

Per its FY2025 accounts: The accounts state that the Trust achieved an unrestricted surplus of £105,037 for the year ended 31 March 2025, following a deficit in the previous year. The Trustees report that unrestricted reserves stand at £822,278, though £468,228 of this relates to land reserves, leaving undesignated unrestricted reserves of £354,050. The Trust maintains a reserves policy to hold sufficient funds to sustain operating activities for a minimum of three months. Its FY2025 accounts were audited by Mitchell Charlesworth (Audit) Limited.

Who funds MONTGOMERYSHIRE WILDLIFE TRUST LIMITED?

Funders whose own accounts filings name MONTGOMERYSHIRE WILDLIFE TRUST LIMITED as a grant recipient include ROYAL SOCIETY OF WILDLIFE TRUSTS, GWENT WILDLIFE TRUST LTD.

Known funders

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

FunderYearAmountPurpose (as stated by the funder)
ROYAL SOCIETY OF WILDLIFE TRUSTSFY2024£220kRSWT Grants
GWENT WILDLIFE TRUST LTDFY2022£47kGrants to institutions
ROYAL SOCIETY OF WILDLIFE TRUSTSFY2022£10kStrategic Development Fund
ROYAL SOCIETY OF WILDLIFE TRUSTSFY2022£10kPeople's Postcode Lottery
ROYAL SOCIETY OF WILDLIFE TRUSTSFY2022£10kStrategic Development Fund
GWENT WILDLIFE TRUST LTDFY2023£5kGrants to Institutions

Government & lottery funding

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

FunderDateAmountPurpose
The National Lottery Heritage Fund14/04/2026£189k"Gwâl Afanc – The Beaver Lodge"
UK government29/02/2024£60k#NNF3 Grassland Communities
UK government29/02/2024£36k#NNF3 Mynydd Waun Fawr Landscape Strategy
The National Lottery Heritage Fund06/06/2018£630k"Dyfi Wildlife Centre: A Community Project"
The National Lottery Community Fund05/07/2015£5kGrowing Up Wild - Family Events
The National Lottery Community Fund20/09/2012£5kWildlife - Bringing people and wildlife closer through the arts
The National Lottery Heritage Fund22/09/2011£985k"Dyfi 360 landscape - for people and wildlife"
The National Lottery Heritage Fund16/06/2010£50k"The Dyfi Osprey Project"
The National Lottery Heritage Fund25/09/2000£130k"Safeguarding Llandinam Gravels"
The National Lottery Heritage Fund22/10/1998£496k"Montgomeryshire Nature Reserves Conservation"

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 THE WILDLIFE TRUST OF SOUTH AND WEST WALES LIMITED.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
MONTGOMERYSHIRE WILDLIFE TRUST LIMITED£1.2m—0unclear—no doubt
THE WILDLIFE TRUST OF SOUTH AND WEST WALES LIMITED FY2025£5.3m£60,001 - £70,0001above—no doubt
WORCESTERSHIRE WILDLIFE TRUST FY2025£2.8m——below—no doubt
SOMERSET WILDLIFE TRUST FY2025£5.3m——within15.1%no doubt
NORTH WALES WILDLIFE TRUST FY2025£4.0m——unclear—no doubt
NORTHUMBERLAND WILDLIFE TRUST LIMITED FY2025£5.5m—0unclear8.0%no doubt

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