Finance Score: 4

Governance Score: 1

Support Score: 15

Reasonable growth: +1
Fundraising costs low: +3

Narrow trustee age band: -2
Dynamic board: +3

Large volunteers +3
Grant maker support: +12

Overall GiG Score: 20

BUMBLEBEE CONSERVATION TRUST

The Bumblebee Conservation Trust was founded with the aim of protecting bumblebees (Bombus) and their associated habitats through conservation and education

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from multiple prominent grant makers recently
There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age
Over half the Board have joined recently

Established: 18 years

www.bumblebeeconservation.org

enquiries@bumblebeeconservation.org

01786 594128

Charity Commission for England and Wales

Tweets

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	£1,805	£1,718	£87	£166	£1,538	£1,459	10.2	50	1,000
31/03/22	£1,549	£1,604	£-55	£135	£1,452	£1,201	9	44	1,000
31/03/21	£1,875	£1,514	£361	£148	£1,507	£1,110	8.8	43	1,000
31/03/20	£1,866	£1,599	£267	£142	£1,146	£902	6.8	41	1,615
31/03/19	£1,630	£1,399	£231	£142	£880	£677	5.8	38	1,700
31/03/18	£1,108	£943	£165	£131	£648	£437	5.6	27	0
31/03/17	£1,100	£838	£261	£108	£484	£388	5.6	19	0
31/03/16	£784	£776	£8	£97	£222	£188	2.9	17	0
31/03/15	£608	£734	£-126	£106	£214	£184	3	15	0
31/03/14	£669	£607	£62	£66	£340	£198	3.9	14	0
31/03/13	£497	£482	£15	£0	£0	£0	n/a	0	0
31/03/12	£381	£354	£27	£0	£0	£0	n/a	0	0
31/03/11	£319	£293	£26	£0	£0	£0	n/a	0	0
31/03/10	£359	£213	£146	£0	£0	£0	n/a	0	0
31/03/09	£116	£139	£-23	£0	£0	£0	n/a	0	0
31/03/08	£137	£102	£34	£0	£0	£0	n/a	0	0
31/03/07	£103	£61	£42	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 9.3%
Fundraising Costs/Total Spending: 9.6%
Highest pay band: Less than £60,000
Liabilities/Assets: 11%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 95%
Reserves/Spending: 10.2 months
Net Current Assets/Spending: 11 months
Quick Ratio: 7.9

Asset Split ?

Listed activities

Animals
Environment/Conservation/Heritage

How it operates

Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Scotland, Throughout England And Wales,

Who it helps

The General Public/Mankind

Who works here?

50 employees
1,000 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.

Major supporters in last 5 years

National Lottery Heritage Fund	£503,200
Esmee Fairbairn	£275,000
Garfield Weston Foundation	£150,000
Dulverton Trust	£120,000

Specific Donations

Amount	When Months	To be used for
Esmee Fairbairn - Grant to Bumblebee Conservation Trust
£25,000	06/02/2023	Towards unrestricted core costs as a Cost of Living Uplift
National Lottery Heritage Fund - Grant to Bumblebee Conservation Trust
£222,772	19/12/2022	#NNF2 Connecting the Carmarthenshire Coast
Esmee Fairbairn - Grant to Bumblebee Conservation Trust
£250,000	15/09/2022	Towards unrestricted core costs for BBCT - Bumblebee Landscapes: Bigger, better and more connected
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£100,000	08/07/2022	Core Costs Contribution
National Lottery Heritage Fund - Grant to Bumblebee Conservation Trust
£222,628	11/05/2022	Bee Inspired
Department for Work and Pensions - EDGE GRAIN LIMMITED
£3,030	01/04/2022	The Kickstart Scheme provides funding to employers to create jobs for 16 to 24 year olds on Universal Credit.
Dulverton Trust - Species on the Edge
£120,000	09/02/2022	Species on the Edge
Garfield Weston Foundation - Main Grants award
£50,000	23/10/2020	Science and Conservation core work
National Lottery Heritage Fund - Grant to Bumblebee Conservation Trust
£57,800	26/06/2019	Creating a buzz around our story
Dulverton Trust - West Country Buzz II
£30,000	13/02/2019	West Country Buzz II
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£30,000	21/05/2018	BeeWalk - How are the Bumblebees doing?
Dulverton Trust - Making a buzz
£15,000	14/06/2017	Making a buzz
John Ellerman Foundation - Making a Buzz for the Coast project
£75,000	25/05/2017 36	Towards the costs of improving habitats for bumblebees in North Kent, home to five of the six most endangered species of bumblebee in the UK
National Lottery Heritage Fund - Grant to Bumblebee Conservation Trust
£45,000	26/05/2016	Bee Wild West Wales
National Lottery Heritage Fund - Grant to Bumblebee Conservation Trust
£967,200	08/03/2016	Pollinating the Peak
National Lottery Heritage Fund - Grant to Bumblebee Conservation Trust
£1,077,900	18/03/2015	Making a Buzz for the Coast
National Lottery Heritage Fund - Grant to Bumblebee Conservation Trust
£74,400	24/02/2015	Thurso: Gateway to the Great Yellow

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 35-48

ANGELA STYLE (Chair) Appointed: 2021, Occupation: Consultant

BLAKE JON GAFFNEY Appointed: 2020, Occupation: Head Of Finance

CLAIRE INGLIS Appointed: 2023, Occupation: Conservationist

DAVID MCINTYRE Appointed: 2021, Occupation: Management Accountant

DR GRACE DEEPA SENAPATHI Appointed: 2023, Occupation: Scientist

DR HAZEL JACKSON Appointed: 2022, Occupation: Scientist

GEORGIA ROMERIL Appointed: 2022, Occupation: Marketing Manager

SABAH ZDANOWSKA Appointed: 2022, Occupation: It Consultant

ZULEIKA ALICE BRETT Appointed: 2019, Occupation: Fundraising Manager

Legal constitution

Charitable company registered in England & Wales on 31/07/2006, number: 1115634
Registered at Companies House on 10/11/2005, number: 05618710

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
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

17 returns made; all on time

Main office

International House
109-111 Fulham Palace Road
LONDON
W6 8JA

Objectives

TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE CONSERVATION OF BUMBLEBEES.TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE CONSERVATION PROTECTION AND IMPROVEMENT OF THE NATURAL ENVIRONMENT.

Defined Area of Benefit:

NOT DEFINED.

Data Sources