ST WERBURGHS CITY FARM

Charity number: 297091
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

We provide educational and recreational services including:- - a working livestock farm, gardens, playground, open daily 360 days a year with free entry - animal husbandry training - horticultural training for adults with learning difficulties - environmental youth work - community events - volunteer opportunities - community building hire - cafe

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£628,312

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Donations and legacies £49.70k
Charitable activities £423.03k
Other trading activities £153.50k
Investments £2.08k
Other £0

Total expenditure:
£672,096

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Raising funds £25.24k
Charitable activities £646.86k
Other £0

£0 investments gains (losses)

Total income includes £49,611 from 2 government contract(s) and £33,388 from 3 government grant(s)

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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £25.24k
Charitable expenditure £646.86k

People

14 Employee(s)

9 Trustee(s)

150 Volunteer(s)

Employees with total benefits over £60,000

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

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

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

What, who, how, where

What the charity does:
  • Education/training
  • Disability
  • Animals
  • Environment/conservation/heritage
  • Economic/community Development/employment
  • Recreation
Who the charity helps:
  • Children/young People
  • People With Disabilities
  • The General Public/mankind
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Other Charitable Activities
Where the charity operates:
  • Bristol City

Governance

Registration history:
  • 29 June 1987: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
02114442 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • 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
  • 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 owns and/or leases 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Jacqueline Lois Barker Chair 26 September 2022
None on record
Emma Morton Trustee 18 September 2023
None on record
Clara Daisy Greenwood Trustee 18 September 2023
None on record
Tola Fisher Trustee 18 September 2023
None on record
Tesni Clare Trustee 18 September 2023
None on record
Jess Bunyan Trustee 18 September 2023
None on record
FIONA JANE MCDONALD Trustee 19 November 2022
None on record
Lisa Pascoe Trustee 03 February 2021
None on record
JONATHAN RICHARD BROCKWELL Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £602.96k £616.13k £519.21k £577.31k £628.31k
Total expenditure £699.79k £608.82k £665.43k £654.96k £672.10k
Income from government contracts £71.11k £45.54k £44.34k £69.78k £49.61k
Income from government grants £62.85k £132.37k £68.64k £38.74k £33.39k
Income - Donations and legacies £16.92k £13.52k £21.59k £94.30k £49.70k
Income - Other trading activities £133.51k £19.17k £48.27k £59.88k £153.50k
Income - Charitable activities £451.29k £583.01k £447.28k £421.75k £423.03k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £1.23k £436 £2.08k £1.38k £2.08k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £656.38k £602.50k £661.25k £644.48k £646.86k
Expenditure - Raising funds £43.42k £6.32k £4.18k £10.48k £25.24k
Expenditure - Governance £0 £0 £0 £0 £12.16k
Expenditure - Grants institution £0 £0 £0 £0 £0
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 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £404.42k £376.99k £352.37k £328.52k £306.34k
Long-term investments £63.90k £61.16k £57.12k £0 £0
Other assets £333.45k £368.83k £230.05k £254.26k £238.76k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £57.55k £58.18k £41.00k £64.95k £71.06k

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 March 2024 21 January 2025 On Time
Accounts and TAR 31 March 2024 21 January 2025 On Time Download Open in new window
Annual return 31 March 2023 19 January 2024 On Time
Accounts and TAR 31 March 2023 19 January 2024 On Time Download Open in new window
Annual return 31 March 2022 19 January 2023 On Time
Accounts and TAR 31 March 2022 23 January 2023 On Time Download Open in new window
Annual return 31 March 2021 10 January 2022 On Time
Accounts and TAR 31 March 2021 10 January 2022 On Time Download Open in new window
Annual return 31 March 2020 12 January 2021 On Time
Accounts and TAR 31 March 2020 12 January 2021 On Time 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 23/03/1987 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 15/10/2013

Charitable objects

THE CHARITY’S OBJECTS (THE OBJECTS) ARE: 1) TO ADVANCE THE EDUCATION OF THE INHABITANTS OF ST WERBURGHS AND THE NEIGHBOURHOOD THEREOF (HEREINAFTER CALLED THE “AREA OF BENEFIT”) AND, IN PARTICULARLY YOUNG MEMBERS OF THE PUBLIC AT LARGE, IN AGRICULTURE, HORTICULTURE, HOME CRAFTS, COUNTRY LIFE, AND RELATED SUBJECTS AND IN THE PRINCIPLES OF SELF-DISCIPLINE AND GOOD CITIZENSHIP, THROUGH THEIR LEISURE TIME ACTIVITIES THAT THEY DEVELOP THEIR PHYSICAL, MENTAL AND SPIRITUAL CAPACITIES AND GROW TO FULL MATURITY AS INDIVIDUALS AND MEMBERS OF SOCIETY AND THEIR CONDITIONS IN LIFE ARE IMPROVED. 2) TO PROMOTE AMONG THE INHABITANTS OF THE AREA OF BENEFIT, HUMANITY AND MORALITY BY EDUCATING THEM IN CARE AND CONSIDERATION FOR ALL ANIMALS AND FOR THESE PURPOSES TO CARE FOR AN EXHIBIT ANIMALS IN COMMON AGRICULTURAL AND DOMESTIC USE SO THAT THE PUBLIC AND PARTICULARLY THE YOUNGER MEMBERS THEREOF, WILL LEARN A GREATER AWARENESS OF AN APPRECIATION FOR SUCH ANIMALS. 3) TO RELIEVE PHYSICALLY OR MENTALLY HANDICAPPED OR DISABLED OR DEPRIVED INHABITANTS OF THE AREA OF BENEFIT BY PROVIDING AS A REMEDIAL RECREATIONAL OR THERAPEUTIC ACTIVITY FACILITIES FOR TRAINING AND THERAPY IN HORTICULTURE OR RELATED SUBJECTS, SUBJECT WHERE APPROPRIATE TO THE CONSENT OF THE MEDICAL ADVISERS OF SUCH PERSONS. 4) TO PROVIDE EDUCATION AND TRAINING FOR YOUNG PERSONS RESIDENT IN THE AREA OF BENEFIT WHO ARE IN NEED OF SUCH EDUCATION AND TRAINING, SO AS TO PREPARE THEM FOR ANY TRADE, OCCUPATION OR SERVICE AND THEREBY ADVANCE THEM IN LIFE AND ENABLE THEM TO EARN THEIR OWN LIVELIHOOD. 5) TO PROMOTE THE BENEFIT OF THE INHABITANTS OF THE AREA OF BENEFIT WITHOUT DISTINCTION OF SEX OR OF POLITICAL, RELIGIOUS OR OTHER OPINIONS BY ASSOCIATING THE LOCAL AUTHORITIES AND/OR VOLUNTARY ORGANISATIONS AND INHABITANTS IN A COMMON EFFORT TO ADVANCE EDUCATION AND TO PROVIDE FACILITIES IN THE INTEREST OF SOCIAL WELFARE FOR RECREATION AND OTHER LEISURE-TIME OCCUPATION WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE SAID FACILITIES BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, POVERTY OR SOCIAL AND ECONOMIC CIRCUMSTANCES

Area of benefit

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

NOT DEFINED

Contact information

Address:
ST. WERBURGHS CITY FARM
WATERCRESS ROAD
BRISTOL
BS2 9YJ
Phone:
01179428241
Email:
office@swcityfarm.co.uk
Website:

www.swcityfarm.co.uk Open in new window