FRIENDS OF WESTONBIRT ARBORETUM

Charity Number: 293190
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Friends of Westonbirt Arboretum operates the membership scheme for Westonbirt, the National Arboretum in Gloucestershire. It aims to further public enjoyment and knowledge of this world renowned tree collection and to secure its sustainable future through engaging and informing visitors and members and by giving financial and practical support for the management and development of the site.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£2,204,896

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Donations and legacies £242.51k
Charitable activities £1.44m
Other trading activities £491.40k
Investments £34.20k
Other £181

Total expenditure:
£2,126,077

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Raising funds £552.26k
Charitable activities £1.57m
Other £0

£0 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £552.26k
Charitable expenditure £1.57m
Retained for future use £78.82k

People

23 Employee(s)

11 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Environment/conservation/heritage
Who the charity helps:
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Gloucestershire

Governance

Registration history:
  • 12 January 2004: Standard registration
  • 15 September 2004: Removed (Transfer of funds)
  • 15 September 2004: Funds transferred to
Organisation type:
Charitable company
Other names:
  • FOWA (Working name)
  • THE FRIENDS OF WESTONBIRT ARBORETUM (Previous name)
  • THE FRIENDS OF WESTONBIRT ARBORETUM TRUST (Previous name)
Company number:
04965522 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Emma Victoria Skuse Trustee 14 May 2025
None on record
Martin Robert Allman Trustee 14 May 2025
None on record
Katherine Elizabeth Hare Trustee 14 May 2025
None on record
Mark Ballard Trustee 05 February 2025
None on record
Sarah Bryars Trustee 01 May 2024
None on record
Sam Addadahine Trustee 01 May 2024
None on record
Paul Isherwood Trustee 07 July 2022
None on record
Sian Troupe Trustee 07 July 2022
None on record
Owen Forster Trustee 07 July 2022
None on record
Rachel Walker Trustee 18 April 2019
None on record
Martyn Douglas Smith Trustee 01 January 2018
THAMES HEAD SINGERS
Recently registered
MINDSONG
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £1.43m £1.64m £1.87m £1.98m £2.20m
Total expenditure £2.02m £1.34m £1.72m £2.00m £2.13m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £54.96k £38.35k N/A N/A
Income - Donations and legacies £178.21k £72.48k £51.32k £66.86k £242.51k
Income - Other trading activities £21.82k £245.80k £355.30k £448.14k £491.40k
Income - Charitable activities £1.23m £1.26m £1.38m £1.42m £1.44m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £7.00k £2.74k £357 £5.60k £34.20k
Income - Other £0 £54.96k £88.97k £39.10k £181
Income - Legacies £65.00k £6.12k £0 £19.00k £19.04k
Expenditure - Charitable activities £1.97m £1.03m £1.31m £1.46m £1.57m
Expenditure - Raising funds £51.88k £312.53k £414.86k £539.43k £552.26k
Expenditure - Governance £19.42k £18.18k £0 £10.78k £29.34k
Expenditure - Grants institution £202.96k £15.58k £89.56k £159.02k £221.32k
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £82.53k £75.32k £59.65k £58.14k £54.01k
Long-term investments £0 £0 £0 £0 £0
Other assets £1.43m £1.74m £2.05m £2.03m £2.09m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £636.38k £644.76k £788.26k £787.80k £1.36m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 28 May 2024 On Time
Accounts and TAR 31 December 2023 28 May 2024 On Time Download Open in new window
Annual return 31 December 2022 31 October 2023 On Time
Accounts and TAR 31 December 2022 31 October 2023 On Time Download Open in new window
Annual return 31 December 2021 20 June 2022 On Time
Accounts and TAR 31 December 2021 20 June 2022 On Time Download Open in new window
Annual return 31 December 2020 14 July 2021 On Time
Accounts and TAR 31 December 2020 14 July 2021 On Time Download Open in new window
Annual return 31 December 2019 25 March 2021 145 days late
Accounts and TAR 31 December 2019 25 March 2021 145 days late Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 17/11/2003 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 29/10/2008 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 16/04/2011 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 28/04/2012 NOW ARTICLES ADOPTED BY SPECIAL RESOLUTION DATED 26/04/2014 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 12 MAY 2018

Charitable objects

THE FRIENDS OF WESTONBIRT ARBORETUM AIMS TO FURTHER PUBLIC ENJOYMENT AND KNOWLEDGE OF THIS WORLD RENOWNED TREE COLLECTION AND TO SECURE ITS SUSTAINABLE FUTURE. IT DOES THIS BY ENGAGING, INFORMING AND INCREASING ITS MEMBERSHIP AND ALSO BY GIVING FINANCIAL AND PRACTICAL SUPPORT TO THE MANAGEMENT AND DEVELOPMENT OF WESTONBIRT, THE NATIONAL ARBORETUM AND, IN PARTICULAR, BY: 1. PROVIDING SUPPORT TO THE NATIONAL ARBORETUM AT WESTONBIRT IN PROMOTING PUBLIC UNDERSTANDING OF THE CRITICAL ROLE OF TREES TO THE ENVIRONMENT AND SOCIETY; 2. PROVIDING SUPPORT FOR THE ARBORETUM’S RESEARCH AND EDUCATION IN ALL FIELDS RELATING TO TREES; 3. PROVIDING SUPPORT FOR THE CONSERVATION, MAINTENANCE AND DEVELOPMENT OF THE UNIQUE TREE AND COLLECTION AND HISTORIC LANDSCAPE FOR FUTURE GENERATIONS; 4. PROVIDING FUNDS TO ENHANCE THE PUBLIC’S EXPERIENCE AT THE ARBORETUM; 5. ACTING AS AN ADVOCATE FOR THE ARBORETUM, PROMOTING ITS VALUES AND THE NEED FOR CONTINUING FUNDING; 6. PROVIDING SUPPORT TO THE ARBORETUM BY CULTIVATING THE CHARITY’S RELATIONSHIP WITH ITS MEMBERS SO AS TO ENCOURAGE LONG-TERM RELATIONSHIPS AND FUNDRAISING OPPORTUNITIES; 7. PROMOTING OPPORTUNITIES FOR ACCESS AND PARTICIPATION TO A DIVERSE RANGE OF PUBLIC INDIVIDUALS AND GROUPS; 8. PROVIDING FUNDS FOR SUCH OTHER CHARITABLE PURPOSES AS WILL FURTHER THE WORK OF THE ARBORETUM

Area of benefit

The area the charity can operate in, as set out in its governing document.

TETBURY IN GLOUCESTERSHIRE

Linked charities

Linked charities
Linked charity 293190-2 THE ASSOCIATION OF THE FRIENDS OF WESTONBIRT ARBORETUM
Governing document
TRUST DEED DATED 1ST NOVEMBER 1985
Charitable objects
THE FURTHERANCE OF RESEARCH AND EDUCATION (AMONG THE GENERAL PUBLIC) IN ALL FIELDS RELATING TO THE STUDY OF TREES AND THE DISSEMINATION OF THE USEFUL RESULTS OF ANY RESEARCH.
Area of benefit
NOT DEFINED
Registration history
  • 12 January 2004 : Standard registration
  • 15 September 2004 : Removed
  • 15 September 2004 : Asset transfer out

Contact information

Address:
Great Oak Hall
Westonbirt Arboretum
Westonbirt
Tetbury
GL8 8QS
Phone:
01666331770
Email:
Board@fowa.org.uk
Website:

www.fowa.org.uk Open in new window