Finance Score: -5

Governance Score: 9

Support Score: 4

Excess liquidity: -1
Deficit latest year: -2
Good reserves: +1
Fundraising costs high: -3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +1

Overall GiG Score: 8

BOTANICAL SOCIETY OF BRITAIN AND IRELAND

THE BOTANICAL SOCIETY OF BRITAIN AND IRELAND IS THE SUCCESSOR BODY OF THE BOTANICAL SOCIETY OF THE BRITISH ISLES (CHARITY NO 212560) AND COMMENCED ACTIVITIES ON 1 NOVEMBER 2013. ITS PURPOSE IS TO SUPPORT AND ENCOURAGE AMATEUR AND PROFESSIONAL BOTANISTS TO PARTICIPATE IN RESEARCH INTO THE TAXONOMY, ECOLOGY, BIOGEOGRAPHY AND CONSERVATION OF THE BRITISH AND IRISH FLORA.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
Income was lower than spending in the latest year but the charity has substantial reserves available
Fundraising costs are extremely high relative to funds raised

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	£538	£622	£-84	£90	£834	£831	16	12	350
31/03/22	£459	£501	£-41	n/a	n/a	n/a	n/a	n/a	300
31/03/21	£396	£422	£-26	n/a	n/a	n/a	n/a	n/a	300
31/03/20	£460	£504	£-44	n/a	n/a	n/a	n/a	n/a	300
31/03/19	£475	£479	£-4	n/a	n/a	n/a	n/a	n/a	300
31/03/18	£401	£462	£-61	£0	£0	£0	n/a	0	0
31/03/17	£360	£506	£-146	£0	£0	£0	n/a	0	0
31/03/16	£398	£527	£-128	£0	£0	£0	n/a	0	0
31/03/15	£341	£517	£-176	£0	£0	£0	n/a	0	0
31/03/14	£1,512	£212	£1,300	£45	£1,312	£930	52.8	8	0

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Financial Ratios

Fundraising Costs/Relevant Income: 34%
Fundraising Costs/Total Spending: 15.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 21%
Liabilities/Income: 42%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 16 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.2

Asset Split ?

Established: 11 years

bsbi.org

info@wmtllp.com

01727 838255

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage
Recreation

GiG Classification

Environment conservation & animal welfare advocacy

How it operates

Makes Grants to Individuals
Provides advocacy/advice/information
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Guernsey, Ireland, Isle Of Man, Jersey, Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Defined Groups
The General Public/Mankind

Who supports 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
National Lottery Heritage Fund - Grant to Botanical Society of Britain & Ireland (BSBI)
£60,000	04/10/2018	BSBI - Sowing the seeds for a sustainable future

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 39-72

BARRY O'KANE Appointed: 2022, Occupation: It Professional

DR CHRISTOPHER JOHN MILES (Chair) Appointed: 2017, Occupation: Retired

DR HELENA JANE CROUCH Appointed: 2021, Occupation: Unemployed

DR MARIA LONG Appointed: 2023, Occupation: Ecologist

DR MARY DEAN Appointed: 2020, Occupation: Retired

DR SANDRA KNAPP Appointed: 2017, Occupation: Botanist

KATHLEEN NICOLA JAYNE TAINTON Appointed: 2024, Occupation: Marketing Consultant

KYLIE NICOLE JONES Appointed: 2021, Occupation: Nature Strategy Manager

PROF PETER HOLLINGSWORTH FRSE Appointed: 2022

RICHARD JOHN ALLANACH Appointed: 2024, Occupation: Finance Director

TREVOR DINES Appointed: 2023, Occupation: Consultant Botanist

Legal constitution

Charitable company registered in England & Wales on 18/07/2013, number: 1152954
Registered at Companies House on 03/06/2013, number: 08553976

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
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

10 returns made; all on time

Main office

BSBI c/o WMT LLP
4 Beaconsfield Road
St Albans
Hertfordshire
AL1 3RD

Objectives

1. TO PROMOTE THE STUDY OF AND INTEREST IN THE BRITISH AND IRISH VASCULAR PLANT AND CHAROPHYTE FLORA.2. TO SUPPORT, ENCOURAGE, CARRY OUT AND PARTICIPATE IN RESEARCH INTO THE TAXONOMY, ECOLOGY, BIOGEOGRAPHY AND CONSERVATION OF THE BRITISH AND IRISH FLORA AND TO CO-OPERATE WITH CONTINENTAL AND OTHER BOTANISTS IN MATTERS OF MUTUAL INTEREST AND CONCERN.

Data Sources