Finance Score: 9

Governance Score: 8

Support Score: 15

Income diversified: +3
Good reserves management: +3
Multiple Deficits: -2
Future income +5

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Large volunteer base +5
Overall weighted support: +10

Overall GiG Score: 32

THE BAT CONSERVATION TRUST

The Bat Conservation Trust's mission is to secure the future of bats in a changing world. Our work spans discovering more about bats and their landscapes, taking action to secure bat populations and protect key habitats, and engaging people with bat conservation. We work locally, nationally and internationally to achieve our vision of a world where bats and people thrive together in harmony.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
Income generation is well diversified
Reserves management has been consistently within official guidelines
A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity
Why are there 13 trustees whereas the Charities Commission recommends a maximum of 12?

Financial issues to consider:

On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£1,690	£1,773	£-84	£211	£2,961	£618	4.2	43	3,000
31/03/22		£1,632	£1,595	£37	£190	£3,299	£770	5.8	38	3,000
31/03/21		£1,568	£1,413	£156	£172	£3,319	£653	5.5	36	0
31/03/20		£1,267	£1,603	£-336	£177	£2,680	£589	4.4	34	1
31/03/19		£1,229	£1,511	£-282	£149	£3,134	£792	6.3	34	3,000
31/03/18		£1,528	£1,525	£3	£152	£3,350	£905	7.1	37	0
31/03/17		£1,584	£1,337	£247	£150	£3,298	£783	7	35	0
31/03/16		£1,312	£1,353	£-41	£147	£2,759	£601	5.3	34	0
31/03/15		£2,874	£1,302	£1,572	£209	£2,856	£1,747	16.1	27	0
31/03/14		£1,249	£1,441	£-192	£198	£1,105	£166	1.4	31	0
31/03/13		£1,253	£1,440	£-187	£205	£1,249	£267	2.2	32	0
31/03/12	*	£1,672	£1,583	£89	£215	£1,362	£453	3.4	36	0
31/03/11		£1,488	£1,498	£-11	£160	£1,278	£481	3.8	34	0
31/03/10		£1,440	£1,365	£75	£95	£1,269	£583	5.1	32	0
31/03/09		£1,534	£1,305	£229	£87	£818	£521	4.8	28	0
31/03/08		£1,165	£1,027	£138	£49	£588	£485	5.7	28	0
31/03/07	*	£1,027	£957	£70	£63	£589	£498	6.2	25	0
31/03/06		£883	£834	£49	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£833	£655	£178	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£666	£563	£102	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 13.6%
Fundraising Costs/Total Spending: 12.6%
Highest pay band: Less than £60,000
Liabilities/Assets: 5%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 21%
Reserves/Spending: 4.2 months
Net Current Assets/Spending: 3 months
Quick Ratio: 2.5

Asset Split ?

Balance Sheet History

Established: 32 years

www.bats.org.uk

enquiries@bats.org.uk

02078207171

Charity Commission for England and Wales

Tweets

Listed activities

Animals
Education/Training
Environment/Conservation/Heritage

GiG Classification

Animal welfare

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years

National Lottery Heritage Fund	£1,370,333
Esmee Fairbairn	£202,750
Garfield Weston Foundation	£145,000
John Ellerman Foundation	£100,000

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Multi-Year Grant (3 Years) award
£120,000	30/11/2023 36	Grass roots of conservation_ originally applied for £100K, further info requested at October board meeting and amount to be requested under discussion
John Ellerman Foundation - Core costs of our policy and advocacy work
£100,000	28/09/2023	Core costs of our policy and advocacy work
National Lottery Heritage Fund - Grant to The Bat Conservation Trust
£1,142,730	14/09/2023	Connecting People and Landscapes in a changing climate
Esmee Fairbairn - Grant to The Bat Conservation Trust
£3,750	13/02/2023	Towards unrestricted core costs as a Cost of Living Uplift
National Lottery Heritage Fund - Grant to Bat Conservation Trust
£227,603	19/12/2022	#NNF2 Gobaith Coetir – Woodland Hope
Garfield Weston Foundation - Main Grants award
£25,000	20/08/2021	The National Bat Helpline: Bats and people thriving together
Esmee Fairbairn - Grant to The Bat Conservation Trust
£199,000	21/10/2020 36	Towards Project costs developing, launching and running Nightwatch, a largescale nocturnal wildlife survey citizen science project
Garfield Weston Foundation - Major Grants award
£100,000	28/07/2017	Back from the Brink
Esmee Fairbairn - Grant to The Bat Conservation Trust
£296,777	14/09/2016 36	Towards delivering lasting change in the culture and systems surrounding the investigation and prosecution of wildlife crime.
National Lottery Heritage Fund - Grant to Bat Conservation Trust
£91,800	28/07/2015	Discovering the connection between natural heritage and cultural influence in Swanton Novers woodland using volunteers
Esmee Fairbairn - Grant to The Bat Conservation Trust
£575,568	30/10/2014	Towards the creation of technology necessary to help conservationists provide evidence to planners and others on the presence of wildlife to help inform on new development and other planning matters.
Esmee Fairbairn - Grant to The Bat Conservation Trust
£29,866	17/02/2014	Towards scoping work for a multi-partner project to develop a computerised mapping system showing the location of legally-protected species throughout England, for use by conservation groups and Local Planning Authorities.
Esmee Fairbairn - Grant to The Bat Conservation Trust
£120,000	09/05/2012	Towards work to place bats at the heart of sustainable development through landscape-scale projects and to create a mapping tool to direct conservation action for bats.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 11/13 persons

Age Range of Trustees: 31-69

ALEXANDER JOHN RANDALL Appointed: 2020, Occupation: Company Director

ANI BINET Appointed: 2017, Occupation: Ecologist

COLETTE TERESA MARSHALL Appointed: 2022, Occupation: Charity Director

DR ABIGAIL ENTWISTLE Appointed: 2015, Occupation: Conservation Science

DR CERYS BRADLEY Appointed: 2021, Occupation: Freelance Podcast Producer / Comedian

DR ORLY NECHAMA RAZGOUR Appointed: 2021, Occupation: University Senior Lecturer

DR RUTH WATERS Appointed: 2019, Occupation: Deputy Chief Scientist

HELEN LOUISE SLINGER Appointed: 2021, Occupation: Chartered Accountant

JEAN MATTHEWS Appointed: 2018, Occupation: Retired

MATTHEW BROWNE Appointed: 2024, Occupation: Director Of Policy & Advocacy For A Nature Charity

MATTHEW WILLIAM TERRY Appointed: 2021, Occupation: Research Consultant

STEVEN ROE Appointed: 2018, Occupation: Ecologist

STUART BRITTENDEN Appointed: 2019, Occupation: Barrister

Legal constitution

Charitable company registered in England & Wales on 29/06/1992, number: 1012361
Registered at Companies House on 07/05/1992, number: 02712823

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR12: 1 days late, AR07: 1 days late,

Main office

STUDIO 15
CLOISTERS HOUSE
CLOISTERS BUSINESS CENTRE
8 BATTERSEA PARK ROAD
LONDON
SW8 4BG

Objectives

FOR THE BENEFIT OF THE PUBLIC, TO PROMOTE THE CONSERVATION AND STUDY OF BATS IN THE BRITISH ISLES AND ELSEWHERE IN THE WORLD, AND TO DISSEMINATE INFORMATION RELEVANT TO THESE OBJECTS.

Defined Area of Benefit:

BRITISH ISLES AND ELSEWHERE

Data Sources

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