Finance Score: -5

Governance Score: -3

Support Score: 0

Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2
Only 4 Trustees: -1

No supporters identified

Overall GiG Score: -8

BIRDS OF POOLE HARBOUR

Our aim is to boost the profile of bird conservation, preservation and observation in and around Poole Harbour via our School Bird Boat Education Program, public monthly field trips, conservation work/projects, wildlife tours , specially commissioned surveys, utilising our Engagement Centre on Poole Quay to help promote our work and selling a small range of goods.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
There are only 4 trustees
Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£253	£245	£7	n/a	n/a	n/a	n/a	n/a	26
31/03/22		£218	£319	£-100	n/a	n/a	n/a	n/a	n/a	14
31/03/21		£184	£256	£-72	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£345	£345	£0	n/a	n/a	n/a	n/a	n/a	33
31/03/19		£258	£316	£-59	n/a	n/a	n/a	n/a	n/a	43
31/03/18		£467	£181	£286	£0	£0	£0	n/a	0	0
31/03/17	*	£49	£41	£8	£0	£0	£0	n/a	0	0
31/03/16		£25	£26	£-1	£0	£0	£0	n/a	0	0
31/03/15		£32	£38	£-6	£0	£0	£0	n/a	0	0
31/03/14		£25	£16	£9	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 11 years

www.birdsofpooleharbour.co.uk

info@birdsofpooleharbour.co.uk

01202641003

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage
Recreation

GiG Classification

Animal welfare

How it operates

Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Dorset,

Who it helps

Children/Young People
The General Public/Mankind

Who works here?

Unknown number of employees
26 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
CAF - Grant to Birds of Poole Harbour
£1,750	18/05/2020	Grant to Birds of Poole Harbour to support the organisation through COVID19

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

MARGARET JOAN CONSTANTINE Appointed: 2023

PAUL MORTON (Chair) Appointed: 2013

SAM CHRISTOPHER JOLLIFFE Appointed: 2023

IAN ALEXANDER Appointed: 2022, Other trusteeship: DORSET WILDLIFE TRUST,

Legal constitution

Charity registered in England & Wales on 27/06/2013, number: 1152615

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Safeguarding policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

10 returns made; AR17: 30 days late,

Main office

Carey House
Carey
WAREHAM
Dorset
BH20 7PG

Objectives

THE OBJECTS OF THE CIO ARE TO PROVIDE ENVIRONMENTAL EDUCATION ON THE BIRDS OF POOLE HARBOUR AND THEIR PROTECTION THROUGH AN INTERACTIVE WEBSITE, GUIDED WALKS, SCHOOL BOAT TRIPS, PUBLIC TALKS AND OTHER PROJECTS WITHIN POOLE HARBOUR AND SURROUNDING AREAS.

Data Sources