MONTGOMERYSHIRE WILDLIFE TRUST LIMITED — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 1 March 1982
Removed: Not supplied
Company number supplied: 01612249
Financial period: 1 April 2024 – 31 March 2025
Latest income: £1,159,994
Latest expenditure: £1,226,608
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Gregynog, Tregynon, Powys, SY16 3PL

Website recorded by the regulator: www.montwt.co.uk (displayed as text)

02 Activities

What the charity does

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.

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: 11 November 2025
Date Accounts Received: 11 November 2025
Total Gross Income: £1,159,994
Total Gross Expenditure: £1,226,608

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: 25 November 2024
Date Accounts Received: 25 November 2024
Total Gross Income: £1,195,641
Total Gross Expenditure: £1,166,889

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: 13 November 2023
Date Accounts Received: 13 November 2023
Total Gross Income: £1,662,495
Total Gross Expenditure: £1,054,586

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: 9 January 2023
Date Accounts Received: 9 January 2023
Total Gross Income: £1,210,192
Total Gross Expenditure: £1,018,356

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: 25 January 2022
Date Accounts Received: 25 January 2022
Total Gross Income: £867,248
Total Gross Expenditure: £594,930

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: 11 November 2025
Total Gross Income: £1,159,994
Total Gross Expenditure: £1,226,608
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £7
Income From Government Grants: £250,159
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: No
Count Volunteers: 200

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: 25 November 2024
Total Gross Income: £1,195,641
Total Gross Expenditure: £1,166,889
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £6
Income From Government Grants: £66,974
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: No
Count Volunteers: 200

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: 13 November 2023
Total Gross Income: £1,662,495
Total Gross Expenditure: £1,054,586
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £7
Income From Government Grants: £517,758
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: No
Count Volunteers: 200

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: 9 January 2023
Total Gross Income: £1,210,192
Total Gross Expenditure: £1,018,356
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £8
Income From Government Grants: £508,121
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: No
Count Volunteers: 300

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: 25 January 2022
Total Gross Income: £867,248
Total Gross Expenditure: £594,930
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £7
Income From Government Grants: £147,672
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 300

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: 11 November 2025
Income Donations And Legacies: 234554
Income Other Trading Activities: 220491
Income Charitable Activities: 698233
Income Investments: 6716
Income Other: 0
Income Total Income And Endowments: 1159994
Income Legacies: 119822
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £1,030,468
Expenditure Other: 196140
Expenditure Total: 1226608
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 8015
Expenditure Support Costs: 210773
Expenditure Depreciation: 122410
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £822,278
Assets Total Fixed: 2850471
Assets Own Use: 2812649
Assets Long Term Investment: 37822
Defined Benefit Pension Scheme: 0
Assets Other Assets: £678,555
Assets Total Liabilities: £65,444
Assets Current Investment: 0
Assets Total Assets And Liabilities: £3,463,582
Creditors One Year Total Current: 65444
Creditors Falling Due After One Year: 0
Assets Cash: £528,669
Funds Endowment: 0
Funds Unrestricted: 822278
Funds Restricted: 2641304
Funds Total: 3463582
Count Employees: 31
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: 25 November 2024
Income Donations And Legacies: 252751
Income Other Trading Activities: 279510
Income Charitable Activities: 663079
Income Investments: 301
Income Other: 0
Income Total Income And Endowments: 1195641
Income Legacies: 129151
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £995,783
Expenditure Other: 171106
Expenditure Total: 1166889
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 6950
Expenditure Support Costs: 179940
Expenditure Depreciation: 126588
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £717,241
Assets Total Fixed: 2974938
Assets Own Use: 2937116
Assets Long Term Investment: 37822
Defined Benefit Pension Scheme: 0
Assets Other Assets: £614,968
Assets Total Liabilities: £59,710
Assets Current Investment: 0
Assets Total Assets And Liabilities: £3,530,196
Creditors One Year Total Current: 59710
Creditors Falling Due After One Year: 0
Assets Cash: £548,980
Funds Endowment: 0
Funds Unrestricted: 717241
Funds Restricted: 2812955
Funds Total: 3530196
Count Employees: 31
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: 13 November 2023
Income Donations And Legacies: 475185
Income Other Trading Activities: 238740
Income Charitable Activities: 948421
Income Investments: 149
Income Other: 0
Income Total Income And Endowments: 1662495
Income Legacies: 350000
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £901,714
Expenditure Other: 152872
Expenditure Total: 1054586
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 7036
Expenditure Support Costs: 169389
Expenditure Depreciation: 95942
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £734,140
Assets Total Fixed: 2924548
Assets Own Use: 2886726
Assets Long Term Investment: 37822
Defined Benefit Pension Scheme: 0
Assets Other Assets: £647,492
Assets Total Liabilities: £70,596
Assets Current Investment: 0
Assets Total Assets And Liabilities: £3,501,444
Creditors One Year Total Current: 70596
Creditors Falling Due After One Year: 0
Assets Cash: £453,608
Funds Endowment: 0
Funds Unrestricted: 734140
Funds Restricted: 2767304
Funds Total: 3501444
Count Employees: 29
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: 9 January 2023
Income Donations And Legacies: 156523
Income Other Trading Activities: 180019
Income Charitable Activities: 873650
Income Investments: 0
Income Other: 0
Income Total Income And Endowments: 1210192
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £906,959
Expenditure Other: 111397
Expenditure Total: 1018356
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 5250
Expenditure Support Costs: 167679
Expenditure Depreciation: 72509
Gain Loss Investment: 16069
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £752,787
Assets Total Fixed: 2676694
Assets Own Use: 2638872
Assets Long Term Investment: 37822
Defined Benefit Pension Scheme: 0
Assets Other Assets: £405,749
Assets Total Liabilities: £188,909
Assets Current Investment: 0
Assets Total Assets And Liabilities: £2,893,534
Creditors One Year Total Current: 188909
Creditors Falling Due After One Year: 0
Assets Cash: £79,656
Funds Endowment: 0
Funds Unrestricted: 752787
Funds Restricted: 2140747
Funds Total: 2893534
Count Employees: 26
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: 25 January 2022
Income Donations And Legacies: 179225
Income Other Trading Activities: 57891
Income Charitable Activities: 630132
Income Investments: 0
Income Other: 0
Income Total Income And Endowments: 867248
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £568,888
Expenditure Other: 26042
Expenditure Total: 594930
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 5050
Expenditure Support Costs: 140740
Expenditure Depreciation: 30288
Gain Loss Investment: 1973
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £742,453
Assets Total Fixed: 2442421
Assets Own Use: 2420668
Assets Long Term Investment: 21753
Defined Benefit Pension Scheme: 0
Assets Other Assets: £458,439
Assets Total Liabilities: £215,231
Assets Current Investment: 0
Assets Total Assets And Liabilities: £2,685,629
Creditors One Year Total Current: 215231
Creditors Falling Due After One Year: 0
Assets Cash: £230,220
Funds Endowment: 0
Funds Unrestricted: 742453
Funds Restricted: 1943176
Funds Total: 2685629
Count Employees: 20
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Powys
Welsh Ind: Yes

07 Official extract

Charity Classification

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

Classification Code: 113
Classification Type: What
Classification Description: Economic/community Development/employment

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 309
Classification Type: How
Classification Description: Acts As An Umbrella Or Resource Body

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 111
Classification Type: What
Classification Description: Animals

08 Official extract

Charity Event History

Charity Name: MONTGOMERYSHIRE WILDLIFE TRUST LIMITED
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1982-03-01T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 08/02/1982AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 14/12/1987AS AMENDED BY SPECIAL RESOLUTION(S) DATED 27/10/1996NOW ARTICLES ADOPTED BY SPECIAL RESOLUTION DATED 16/10/2012
Charitable Objects: TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE CONSERVATION PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT BY PROMOTING BIOLOGICAL DIVERSITY IN PARTICULAR BY:A) PROMOTING THE CONSERVATION OF WILDLIFE SPECIES AND THEIR HABITATS;B) ESTABLISHING, OWNING, LEASING, MAINTAINING, AND MANAGING NATURE RESERVES AND OTHER WILDLIFE HABITATS IN ORDER TO SAFEGUARD WILD CREATURES OF ANY DESCRIPTION LIVING THEREIN;C) STUDYING AND PRESERVING PLACES OF ECOLOGICAL INTEREST;D) PROMOTING PUBLIC UNDERSTANDING AND SUPPORT OF AND INVOLVEMENT WITH THE NATURAL WORLD BY ENGAGEMENT WITH COMMUNITY ORGANISATIONS AND EDUCATIONAL ESTABLISHMENTS;E) ADVANCING KNOWLEDGE IN THESE FIELDS BY RESEARCH, RECORDING AND HOWSOEVER OTHERWISE.
Area Of Benefit: NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id: 137455
Charity Name Type: Previous name
Charity Name: THE MONTGOMERY TRUST FOR NATURE CONSERVATION LIMITED

11 Official extract

Charity Policy

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Complaints handling

Policy Name: Financial reserves policy and procedures

Policy Name: Paying staff

Policy Name: Safeguarding policy and procedures

Policy Name: Conflicting interests

Policy Name: Volunteer management

Policy Name: Social media policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Investment

Policy Name: Internal risk management policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Risk management

Policy Name: Trustee conflicts of interest policy and procedures