Finance Score: -2

Governance Score: 8

Support Score: 0

Excess liquidity: -1
Accounts filed more than 5 days late: -3 times
Reasonable growth: +1
Multiple Deficits: -2
Fundraising costs low: +3

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

No supporters identified

Overall GiG Score: 6

BRITISH SOCIETY FOR IMMUNOLOGY

Running innovative events in research, public engagement & educationPromoting & disseminating research, good practice in Immunology, translational medicine and vaccinationWorking with its members to develop the benefits of membership & the relevance of the societyProviding bursaries & grantsEnhancing public awareness of ImmunologyWorking with other societies

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
There are 13 trustees whereas the Charities Commission recommends a maximum of 12
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
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/06/23	*	£2,447	£2,853	£-406	£12	£3,897	£3,639	15.3	18	0
30/06/22		£2,211	£2,540	£-329	£30	£4,310	£4,167	19.7	19	60
30/06/21		£2,186	£1,827	£359	£13	£4,944	£4,919	32.3	20	40
30/06/20	*	£2,234	£2,177	£57	£12	£4,078	£4,021	22.2	18	40
30/06/19	*	£2,186	£1,959	£227	£2	£3,911	£3,877	23.7	16	0
30/06/18		£2,174	£1,929	£245	£0	£3,510	£3,476	21.6	14	0
30/06/17		£2,047	£1,968	£79	£0	£3,159	£3,116	19	12	0
30/06/16		£1,436	£1,405	£31	£0	£2,928	£2,892	24.7	14	0
30/06/15		£1,773	£1,696	£77	£122	£3,502	£3,466	24.5	9	0
30/06/14		£1,799	£1,957	£-158	£127	£3,336	£3,274	20.1	11	0
30/06/13		£1,448	£1,271	£177	£76	£3,189	£2,990	28.2	9	0
30/06/12		£1,797	£1,630	£167	£96	£2,940	£2,799	20.6	9	0
30/06/11		£1,918	£1,404	£513	£85	£3,028	£2,930	25	9	0
30/06/10		£1,458	£1,025	£433	£49	£2,863	£2,766	32.4	9	0
30/06/09		£1,396	£1,198	£199	£53	£2,412	£2,347	23.5	9	0
30/06/08		£1,084	£1,060	£24	£94	£2,211	£2,120	24	11	0
30/06/07		£1,447	£1,199	£248	£82	£1,380	£1,339	13.4	11	0
30/06/06		£818	£630	£188	£0	£0	£0	n/a	0	0
30/06/05	*	£825	£670	£155	£0	£0	£0	n/a	0	0
30/06/04		£677	£876	£-198	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2%
Fundraising Costs/Total Spending: 1.6%
Senior Staff Costs/Total Spending: 16%
Highest pay band: £140,000-£150,000
Liabilities/Assets: 17%
Liabilities/Income: 33%
Unrestricted Funds/Total Funds: 93%
Reserves/Spending: 15.3 months
Net Current Assets/Spending: 2 months
Quick Ratio: 0.7

Asset Split ?

Established: 30 years

www.immunology.org

bsi@immunology.org

02030195901

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Scientific research and testing services

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Other Defined Groups
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 11/13 persons

Age Range of Trustees: 38-66

DR DIVYA SHAH Appointed: 2023, Occupation: Research Lead

DR EDITH HESSEL Appointed: 2017, Occupation: Medicines Development Finder

DR FIONA CULLEY Appointed: 2017, Occupation: Immunologist, Other trusteeship: UNITED KINGDOM PRIMARY IMMUNODEFICIENCY NETWORK,

DR JESSICA STRID Appointed: 2023, Occupation: Professor Of Cellular Immunology

DR SINISA SAVIC Appointed: 2022, Occupation: Consultant Immunologist

EMMA CHAMBERS Appointed: 2018, Occupation: Immunologist

JAMES LOWE Appointed: 2019, Occupation: Chartered Accountant, Other trusteeships: DACORUM COUNCIL FOR VOLUNTARY SERVICE, UNITED KINGDOM PRIMARY IMMUNODEFICIENCY NETWORK,

MATTHEW SIGGINS Appointed: 2022, Occupation: Immunologist

PROF JAMES BREWER Appointed: 2022, Occupation: Professor

PROF TERESA LAMBE Appointed: 2022, Occupation: Professor

PROF TRACY HUSSELL Appointed: 2022, Occupation: Professor, Other trusteeship: THE KENNEDY TRUST FOR RHEUMATOLOGY RESEARCH,

PROFESSOR DEBORAH KAY DUNN-WALTERS Appointed: 2019, Occupation: Professor Of Immunology

ROBERT DAVIES Appointed: 2016, Occupation: Solicitor, Other trusteeship: SHAPE LONDON,

Legal constitution

Charitable company registered in England & Wales on 12/01/1995, number: 1043255
Registered at Companies House on 04/01/1995, number: 03005933

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment 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; AR23: 52 days late, AR20: 11 days late, AR19: 64 days late, AR05: 23 days late,

Main office

9 Appold Street
London
EC2A 2AP

Objectives

TO ADVANCE THE SCIENCE OF IMMUNOLOGY FOR THE BENEFIT OF THE PUBLIC

Defined Area of Benefit:

NOT DEFINED

Data Sources