Finance Score: 5

Governance Score: 9

Support Score: 11

Income diversified: +3
Pension deficit: -1
Fundraising costs low: +3

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

Large volunteer base +5
Overall weighted support: +6

Overall GiG Score: 25

THE BRITISH TRUST FOR ORNITHOLOGY

Ornithological research

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
Income generation is well diversified
Fundraising costs are low relative to funds raised
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:

There is a pension deficit of £1,110,000

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		£7,134	£7,035	£99	£573	£4,812	£4,035	6.9	151	40,000
31/03/22		£7,842	£6,572	£1,270	£1,167	£2,090	£1,125	2.1	149	40,000
31/03/21		£6,187	£6,127	£60	£1,463	£-734	£-1,828	-3.6	133	40,000
31/03/20		£6,514	£6,364	£150	£1,489	£-370	£-1,284	-2.4	123	60,000
31/03/19		£6,440	£6,336	£104	£1,483	£145	£-553	-1	116	50,000
31/03/18		£5,741	£5,892	£-151	£1,270	£69	£-679	-1.4	113	0
31/03/17		£6,462	£6,219	£243	£531	£-363	£-1,160	-2.2	116	0
31/03/16		£5,825	£5,866	£-41	£527	£-132	£-910	-1.9	119	0
31/03/15		£5,419	£5,446	£-27	£1,076	£-879	£-1,428	-3.1	111	0
31/03/14		£6,324	£5,681	£643	£1,016	£908	£547	1.2	107	0
31/03/13		£5,046	£5,001	£44	£789	£1,056	£723	1.7	102	0
31/03/12		£4,555	£4,747	£-192	£890	£313	£11	0	100	0
31/03/11		£4,764	£4,851	£-87	£736	£2,003	£1,765	4.4	104	0
31/03/10		£4,899	£4,967	£-68	£795	£1,734	£1,399	3.4	109	0
31/03/09		£4,588	£4,445	£143	£530	£2,512	£2,025	5.5	107	0
31/03/08		£4,707	£4,023	£684	£490	£3,038	£2,523	7.5	96	0
31/03/07		£3,687	£3,612	£75	£447	£2,186	£2,038	6.8	93	0
31/03/06	*	£4,209	£3,550	£659	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	*	£3,626	£3,071	£555	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£3,239	£2,694	£545	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 9.3%
Fundraising Costs/Total Spending: 8.1%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 29%
Liabilities/Income: 35%
Unrestricted Funds/Total Funds: 84%
Reserves/Spending: 6.9 months
Net Current Assets/Spending: 5 months
Quick Ratio: 1.5

Asset Split ?

Balance Sheet History

Established: 61 years
(85 years as a company)

www.bto.org

info@bto.org

01842750050

Charity Commission for England and Wales

Tweets

Listed activities

Environment/Conservation/Heritage

GiG Classification

Animal welfare

How it operates

Sponsors or undertakes research

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

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.

Specific Donations

Amount	When Months	To be used for
Esmee Fairbairn - TASK to British Trust for Ornithology
£15,000	21/11/2023	TASK fund donation towards migratory bird research
Esmee Fairbairn - Grant to British Trust for Ornithology
£60,000	13/02/2023	Towards unrestricted core costs as a Cost of Living Uplift
Esmee Fairbairn - Grant to British Trust for Ornithology
£650,000	10/02/2022 60	Towards unrestricted core costs to improve the future prospects of UK nature, connect more people with nature and and make BTO more resilient.
Esmee Fairbairn - Grant to British Trust for Ornithology
£50,000	05/05/2020 6	towards unrestricted core costs as a COVID-19 Fast Response grant
Esmee Fairbairn - Grant to British Trust for Ornithology
£300,000	06/11/2018 36	Towards core costs as the organisation implements a more progressive way of working, supporting the wider conservation sector and taking on greater responsibility for tracking UK seabirds.
Dulverton Trust - Research into migrant birds and habitats
£90,000	13/06/2018	Research into migrant birds and habitats
National Lottery Heritage Fund - Grant to British Trust for Ornithology (BTO)
£77,500	08/09/2016	Organisational reform for Britain’s birds: Building BTO’s resilience to change
Dulverton Trust - research into the decline of the Spotted Flycatcher
£35,000	13/06/2012	research into the decline of the Spotted Flycatcher
Esmee Fairbairn - Grant to British Trust for Ornithology
£105,035	16/03/2011	Towards the costs of setting up a Wales office and a contribution towards the senior ecologist salary.
Esmee Fairbairn - Grant to British Trust for Ornithology
£180,000	12/06/2008 60	Towards Project costs Towards the salary and travel costs of the co-ordinator for the 'Bird Atlas 2007-11'. An estimated 50,000 volunteers will assess changes in distribution and numbers of the UK's birds.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 23-72

DR DEBBY REYNOLDS Appointed: 2016, Occupation: .

DR LUCY WRIGHT Appointed: 2022

DR PAUL FITZPATRICK Appointed: 2023, Occupation: Chartered Doctoral Psychologist

EMMA DRESSER Appointed: 2023, Occupation: Edi Manager

EMMA JANE THORNTON Appointed: 2023, Occupation: Student

IAIN COUCHER Appointed: 2022, Occupation: Director

JANE ELIZABETH MILLER Appointed: 2023, Occupation: Accountant

JOEL MEADE ZIFF Appointed: 2023, Occupation: Lawyer

PROF ZOE GEORGINA DAVIES Appointed: 2023, Occupation: University Professor

RICHARD DU FEU Appointed: 2022

SIMON MARQUIS Appointed: 2020, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 23/03/1964, number: 216652
Registered at Companies House on 20/10/1939, number: 00357284

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
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; AR06: 1 days late, AR05: 1 days late,

Main office

BRITISH TRUST FOR ORNITHOLOGY
THE NUNNERY
THETFORD
IP24 2PU

Objectives

TO PROMOTE, ORGANISE, CARRY ON AND ENCOURAGE STUDY AND RESEARCH AND PARTICULARLY FIELD WORK FOR THE ADVANCEMENT OF KNOWLEDGE IN ALL BRANCHES OF THE SCIENCE OF ORNITHOLOGY. PERMANENTLY TO PRESERVE AND PROTECT LANDS AND OBJECTS WHICH BY THEIR NATURAL FEATURES ARE SUITABLE FOR THE PRESERVATION AND STUDY OF BIRD LIFE AND OF FAUNA AND FLORA GENERALLY.

Defined Area of Benefit:

NATIONAL

Data Sources

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