CCEW Charity Commission profile

DORSET WILDLIFE TRUST

Registered charity 200222 · organisation 200222

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
7 July 1961
Removed
Not supplied
Company number supplied
00688439
Financial period
1 April 2024 – 31 March 2025
Latest income
£7,321,729
Latest expenditure
£5,438,332
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: DORSET WILDLIFE TRUST, BROOKLANDS FARM, FORSTON, DORCHESTER, DT2 7AA

Website recorded by the regulator: www.dorsetwildlifetrust.org.uk (displayed as text)

02 Activities

What the charity does

Our mission is to champion wildlife and natural places, to engage and inspire people and to promote sustainable living. We are working to conserve and enhance Dorset's rich and varied wildlife, delivering conservation gains through our network of nature reserves and wildlife sites and by engaging with communities, working with landowners, farmers, local authorities, business and young people.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
19 November 2025
Date Accounts Received
19 November 2025
Total Gross Income
£7,321,729
Total Gross Expenditure
£5,438,332
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
10 December 2024
Date Accounts Received
10 December 2024
Total Gross Income
£12,693,537
Total Gross Expenditure
£4,358,250
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
24 January 2024
Date Accounts Received
24 January 2024
Total Gross Income
£5,096,908
Total Gross Expenditure
£4,170,508
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
15 December 2022
Date Accounts Received
15 December 2022
Total Gross Income
£7,194,913
Total Gross Expenditure
£3,230,777
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
9 December 2021
Date Accounts Received
9 December 2021
Total Gross Income
£3,497,005
Total Gross Expenditure
£2,699,871

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
19 November 2025
Total Gross Income
£7,321,729
Total Gross Expenditure
£5,438,332
Grant Making Is Main Activity
No
Count Govt Contracts
11
Count Govt Grants
£26
Income From Government Contracts
111392
Income From Government Grants
£1,582,668
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
1
Count Volunteers
470
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
10 December 2024
Total Gross Income
£12,693,537
Total Gross Expenditure
£4,358,250
Grant Making Is Main Activity
No
Count Govt Contracts
2
Count Govt Grants
£34
Income From Government Contracts
5026828
Income From Government Grants
£2,561,580
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
1
Count Volunteers
471
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
24 January 2024
Total Gross Income
£5,096,908
Total Gross Expenditure
£4,170,508
Grant Making Is Main Activity
No
Count Govt Contracts
9
Count Govt Grants
£33
Income From Government Contracts
24365
Income From Government Grants
£740,115
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Volunteers
471
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
15 December 2022
Total Gross Income
£7,194,913
Total Gross Expenditure
£3,230,777
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
Yes
Charity Agreement Professional Fundraiser
Yes
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
2
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£37
Income From Government Contracts
9987
Income From Government Grants
£4,082,659
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Volunteers
462
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
9 December 2021
Total Gross Income
£3,497,005
Total Gross Expenditure
£2,699,871
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
Yes
Charity Agreement Professional Fundraiser
Yes
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
2
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£46
Income From Government Contracts
10050
Income From Government Grants
£870,741
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Volunteers
105

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
19 November 2025
Income Donations And Legacies
4180550
Income Other Trading Activities
213515
Income Charitable Activities
2733280
Income Investments
165203
Income Other
29181
Income Total Income And Endowments
7321729
Income Legacies
1603131
Income Endowments
0
Expenditure Raising Funds
£1,051,071
Expenditure Charitable Expenditure
£4,387,261
Expenditure Other
0
Expenditure Total
5438332
Expenditure Investment Management
27706
Expenditure Grants Institution
0
Expenditure Governance
62695
Expenditure Support Costs
944465
Expenditure Depreciation
150903
Gain Loss Investment
18680
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£4,080,664
Assets Total Fixed
24891930
Assets Own Use
19438448
Assets Long Term Investment
5453482
Defined Benefit Pension Scheme
0
Assets Other Assets
£3,800,351
Assets Total Liabilities
£1,645,283
Assets Current Investment
0
Assets Total Assets And Liabilities
£27,046,998
Creditors One Year Total Current
1645283
Creditors Falling Due After One Year
0
Assets Cash
£954,738
Funds Endowment
6228911
Funds Unrestricted
7176912
Funds Restricted
13641175
Funds Total
27046998
Count Employees
84
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
10 December 2024
Income Donations And Legacies
10593628
Income Other Trading Activities
213832
Income Charitable Activities
1766797
Income Investments
91862
Income Other
27818
Income Total Income And Endowments
12693937
Income Legacies
1062081
Income Endowments
0
Expenditure Raising Funds
£1,079,008
Expenditure Charitable Expenditure
£3,279,242
Expenditure Other
0
Expenditure Total
4358250
Expenditure Investment Management
40833
Expenditure Grants Institution
0
Expenditure Governance
106404
Expenditure Support Costs
937064
Expenditure Depreciation
120988
Gain Loss Investment
192958
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£2,863,000
Assets Total Fixed
23518483
Assets Own Use
18515920
Assets Long Term Investment
5002563
Defined Benefit Pension Scheme
0
Assets Other Assets
£4,583,335
Assets Total Liabilities
£2,956,792
Assets Current Investment
0
Assets Total Assets And Liabilities
£25,145,026
Creditors One Year Total Current
2956792
Creditors Falling Due After One Year
0
Assets Cash
£1,573,098
Funds Endowment
1345699
Funds Unrestricted
5954047
Funds Restricted
17845280
Funds Total
25145026
Count Employees
75
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
24 January 2024
Income Donations And Legacies
3502928
Income Other Trading Activities
226975
Income Charitable Activities
1230790
Income Investments
57450
Income Other
78766
Income Total Income And Endowments
5096909
Income Legacies
1829076
Income Endowments
0
Expenditure Raising Funds
£1,032,433
Expenditure Charitable Expenditure
£3,138,075
Expenditure Other
0
Expenditure Total
4170508
Expenditure Investment Management
33552
Expenditure Grants Institution
0
Expenditure Governance
50415
Expenditure Support Costs
840637
Expenditure Depreciation
114110
Gain Loss Investment
-134926
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£2,970,000
Assets Total Fixed
14727303
Assets Own Use
10719851
Assets Long Term Investment
4007452
Defined Benefit Pension Scheme
0
Assets Other Assets
£3,107,759
Assets Total Liabilities
£1,219,179
Assets Current Investment
0
Assets Total Assets And Liabilities
£16,615,883
Creditors One Year Total Current
1219179
Creditors Falling Due After One Year
0
Assets Cash
£1,403,910
Funds Endowment
1327126
Funds Unrestricted
6121137
Funds Restricted
9167620
Funds Total
16615883
Count Employees
71
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
15 December 2022
Income Donations And Legacies
5755709
Income Other Trading Activities
207334
Income Charitable Activities
1159289
Income Investments
37085
Income Other
35496
Income Total Income And Endowments
7194913
Income Legacies
585520
Income Endowments
0
Expenditure Raising Funds
£834,898
Expenditure Charitable Expenditure
£2,395,879
Expenditure Other
0
Expenditure Total
3230777
Expenditure Investment Management
27749
Expenditure Grants Institution
0
Expenditure Governance
64368
Expenditure Support Costs
718513
Expenditure Depreciation
108799
Gain Loss Investment
104098
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£2,121,000
Assets Total Fixed
14692848
Assets Own Use
10758967
Assets Long Term Investment
3933881
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,179,790
Assets Total Liabilities
£1,047,935
Assets Current Investment
0
Assets Total Assets And Liabilities
£15,824,703
Creditors One Year Total Current
1037925
Creditors Falling Due After One Year
10010
Assets Cash
£833,919
Funds Endowment
1353048
Funds Unrestricted
5069551
Funds Restricted
9402104
Funds Total
15824703
Count Employees
60
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
9 December 2021
Income Donations And Legacies
2405875
Income Other Trading Activities
81822
Income Charitable Activities
938751
Income Investments
36058
Income Other
34499
Income Total Income And Endowments
3497005
Income Legacies
671230
Income Endowments
0
Expenditure Raising Funds
£717,474
Expenditure Charitable Expenditure
£1,982,397
Expenditure Other
0
Expenditure Total
2699871
Expenditure Investment Management
23456
Expenditure Grants Institution
0
Expenditure Governance
42748
Expenditure Support Costs
671555
Expenditure Depreciation
110055
Gain Loss Investment
384544
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,889,000
Assets Total Fixed
9458255
Assets Own Use
6928351
Assets Long Term Investment
2529904
Defined Benefit Pension Scheme
0
Assets Other Assets
£6,476,488
Assets Total Liabilities
£4,177,102
Assets Current Investment
0
Assets Total Assets And Liabilities
£11,757,641
Creditors One Year Total Current
4161092
Creditors Falling Due After One Year
16010
Assets Cash
£1,756,846
Funds Endowment
1315631
Funds Unrestricted
4646623
Funds Restricted
5795387
Funds Total
11757641
Count Employees
53
Consolidated Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Dorset
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
310
Classification Type
How
Classification Description
Other Charitable Activities
Classification Code
112
Classification Type
What
Classification Description
Environment/conservation/heritage
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
304
Classification Type
How
Classification Description
Provides Human Resources
Classification Code
307
Classification Type
How
Classification Description
Provides Advocacy/advice/information
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space

08 Official extract

Charity Event History

Charity Name
DORSET WILDLIFE TRUST
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2024-07-24T00:00:00
Reason
Ceased to exist
Assoc Organisation Number
3992768
Assoc Registered Charity Number
1094746
Assoc Charity Name
SOUTH WEST WILDLIFE TRUSTS
Charity Name
DORSET WILDLIFE TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1961-07-07T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES OF ASSOCIATION DATED 8TH MARCH 1961 AS AMENDED 24TH OCTOBER 1985 AND 27TH OCTOBER 2004AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 14 DEC 2017AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 26 FEB 2018 as amended on 06 Dec 2021
Charitable Objects
1.1.1 TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE CONSERVATION PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT BOTH ON LAND AND SEA, IN PARTICULAR BUT NOT EXCLUSIVELY IN DORSET BY: (A) ESTABLISHING AND MAINTAINING NATURE RESERVES, WILDLIFE HABITATS AND NATURAL SPACES;(B) SURVEYING, RECORDING, RESEARCHING AND STUDYING THE NATURAL ENVIRONMENT; AND(C) ENGAGING PEOPLE WITH THEIR ENVIRONMENT THROUGH EVENTS, CENTRES, VOLUNTEERING AND/OR OTHER MEANS.1.1.2 TO ADVANCE THE EDUCATION OF THE PUBLIC IN AND INFORM THEM ABOUT THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT, AND THE NATURAL SCIENCES BOTH ON LAND AND SEA IN PARTICULAR BUT NOT EXCLUSIVELY IN DORSET BY:(A) PROVIDING WALKS, TALKS, EVENTS, MEETINGS, DIGITAL AND OTHER MEANS OF COMMUNICATION; AND (B) ADVOCATING GOOD PRACTICE AND PROMOTING ENVIRONMENTALLY SUSTAINABLE LIFESTYLES AND WORKING.
Area Of Benefit
NATIONAL

10 Official extract

Charity Other Names

Charity Name Id
172178
Charity Name Type
Previous name
Charity Name
THE DORSET TRUST FOR NATURE CONSERVATION
Charity Name Id
172157
Charity Name Type
Working name
Charity Name
DORSET WILDLIFE TRUST
Charity Name Id
172161
Charity Name Type
Previous name
Charity Name
THE DORSET NATURALISTS TRUST LTD

11 Official extract

Charity Policy

Policy Name
Investment
Policy Name
Bullying and harassment policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Risk management
Policy Name
Paying staff
Policy Name
Complaints handling
Policy Name
Financial reserves policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Volunteer management
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Conflicting interests
Policy Name
Safeguarding policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Complaints policy and procedures