FARMING AND WILDLIFE ADVISORY GROUP SOUTH WEST LTD

Charity number: 1146071
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

FWAG SW is a conservation charity that focuses on the interaction between wildlife and the farmed environment. To do this it seeks to support, enthuse & inspire farmers to value the environmental assets on their land & use them to secure sustainable and profitable businesses for the future. By using a Whole Farm approach FWAG SW seek to embed conservation into the commercial farming model.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£3,363,565

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Donations and legacies £163.11k
Charitable activities £3.19m
Other trading activities £4.21k
Investments £730
Other £1.63k

Total expenditure:
£3,744,152

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Raising funds £44.46k
Charitable activities £3.70m
Other £0

£0 investments gains (losses)

Total income includes £1,088,649 from 33 government contract(s) and £1,179,375 from 37 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.

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Raising funds and other expenditure £44.46k
Charitable expenditure £3.70m

People

67 Employee(s)

9 Trustee(s)

55 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1

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
  • Environment/conservation/heritage
Who the charity helps:
  • Elderly/old People
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
  • Other Charitable Activities
Where the charity operates:
  • Throughout England

Governance

Registration history:
  • 23 February 2012: Standard registration
  • 20 December 2022: Funds received from 299418 UPPER THAMES PROTECTION SOCIETY
Organisation type:
Charitable company
Other names:
  • FWAG SOUTH WEST (Working name)
Company number:
07865031 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Silas Charles Walker Chair 19 October 2021
None on record
Simon Alan Gibson Trustee 21 May 2025
None on record
Benjamin Charles Hole Trustee 21 May 2025
None on record
Melanie Ruth Bradley Trustee 21 May 2025
None on record
Heather Webb Trustee 08 November 2023
None on record
Mark Richard Humphry Trustee 07 September 2022
None on record
Christopher Wilson Trustee 07 September 2022
None on record
Caroline Fowle Trustee 18 October 2017
RAMM DEVELOPMENT TRUST
Received: On time
ALOYSIA DAROS Trustee 09 November 2016
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 £1.93m £2.92m £3.86m £3.55m £3.36m
Total expenditure £1.94m £2.58m £3.65m £3.84m £3.74m
Income from government contracts £412.53k £771.70k £831.92k £718.11k £1.09m
Income from government grants £878.17k £1.23m £2.00m £1.60m £1.18m
Income - Donations and legacies £110.71k £142.65k £127.86k £168.45k £163.11k
Income - Other trading activities £23.62k £11.02k £7.49k £11.97k £4.21k
Income - Charitable activities £1.79m £2.76m £3.72m £3.37m £3.19m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £287 £41 £19 £442 £730
Income - Other £2.23k £580 £0 £2.04k £1.63k
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £1.90m £2.58m £3.63m £3.80m £3.70m
Expenditure - Raising funds £39.80k £4.22k £15.98k £40.19k £44.46k
Expenditure - Governance £5.64k £5.97k £9.66k £9.86k £10.75k
Expenditure - Grants institution £3.75k £0 £4.40k £34.51k £49.11k
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 £10.29k £11.47k £17.27k £18.73k £38.29k
Long-term investments £0 £0 £0 £0 £0
Other assets £834.39k £1.43m £1.92m £1.30m £953.44k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £512.94k £780.01k £1.07m £729.64k £787.71k

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 03 January 2025 On Time
Accounts and TAR 31 March 2024 03 January 2025 On Time Download Open in new window
Annual return 31 March 2023 20 December 2023 On Time
Accounts and TAR 31 March 2023 20 December 2023 On Time Download Open in new window
Annual return 31 March 2022 09 September 2022 On Time
Accounts and TAR 31 March 2022 14 September 2022 On Time Download Open in new window
Annual return 31 March 2021 08 October 2021 On Time
Accounts and TAR 31 March 2021 18 October 2021 On Time Download Open in new window
Annual return 31 March 2020 23 December 2020 On Time
Accounts and TAR 31 March 2020 23 December 2020 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 29 NOV 2011 as amended on 07 Sep 2022

Charitable objects

THE OBJECTS FOR WHICH THE COMPANY IS ESTABLISHED ARE TO PROMOTE THE PROTECTION OF WILDLIFE AND THE CONSERVATION OF NATURE AND LANDSCAPE IN PARTICULAR WITH RELATION TO MODERN AGRICULTURAL NEEDS. TO PROMOTE THE DELIVERY OF COMPETENT, INDEPENDENT ADVICE TO THE AGRICULTURAL SECTOR ON THE PROTECTION OF WILDLIFE AND THE CONSERVATION OF NATURE AND LANDSCAPE. TO PROMOTE RESEARCH ON ALL MATTERS RELATING TO MODERN FARMING AND THE NEED TO CONSERVE NATURE AND LANDSCAPE AND TO PROTECT WILDLIFE ON FARMLAND AND TO DISSEMINATE THE USEFUL RESULTS OF SUCH REASEARCH. TO ENCOURAGE UNDERSTANDING BETWEEN FARMERS AND CONSERVATION INTERESTS BY PROMOTING, LIAISON AND THE EXCHANGE OF INFORMATION, IDEAS AND EXPERIENCE BETWEEN INDIVIDUALS AND ORGANISATIONS AND ORGANISATIONS WHO ARE CONCERNED WITH OR INTERESTED IN THE OBJECTS OF THE COMPANY. TO PROMOTE THE OBJECTS OF THE COMPANY BY CONFERENCES, EXHIBITIONS, PRACTICAL DEMONSTRATIONS, PUBLICATIONS, THE DELIVERY OF LECTURES AND ADDRESSES AND THE EXCHANGE OF RESEARCH EXPERIENCES AND TECHNIQUES. TO SUPPORT AND CO-OPERATE WITH OTHERS IN PROPOSAL AND ACTIVITIES WHICH ENCOURAGE UNDERSTANDING AND CO-OPERATION BETWEN CONSERVATION, WILDLIFE AND FARMING INTERESTS AND WHICH ARE CALCULATED TO ASSIST THE PROMOTION OF THE COMPANY'S OBJECTS. TO ESTABLISH AND SUPPORT OR AID IN THE ESTABLISHMENT AND SUPPORT OF ANY CHARITABLE ASSOCIATIONS AND INSTITUTIONS AND TO SUBSCRIBE OR GUARENTEE MONEY FOR CHARITABLE PURPOSES IN THE WAY CONNECTED WITH THE COMPANY'S PURPOSES OR CALCULATED TO FURTHER ITS OBJECTS. TO UNDERTAKE AND EXECUTE ANY TRUSTS WHICH MAY LAWFULLY BE UNDERTAKEN BY THE COMPANY AND WHICH MAY BE NECESSARY FOR ITS OBJECTS. SUBJECT TO THE JURISDICTION OF THE CHARITY COMMISSIONERS FOR ENGLAND AND WALES TO PURCHASE OR BY ANY OTHER MEANS ACQUIRE ANY FREEHOLD, LEASEHOLD OR OTHER PROPERTY OR ESTATE OR INTEREST WHATEVER, AND ANY RIGHTS, PRIVILEGES OR EASEMENTS OVER OR IN RESPECT OF ANY PROPERTY AS MAY BE CONDUCIVE TO ITS OBJECTS. TO SELL, MORTGAGE, DISPOSE OR TURN TO ACCOUNT ALL OR ANY OF THE PROPERTY OR ASSETS OF THE COMPANY AS MAY BE THOUGH EXPEDIENT WITH A VIEW TO THE PROMOTION OF ITS OBJECTS. TO BORROW, RAISE, OR RECEIVE MONEY IN SUCH MANNER AS THE COMPANY MAY THINK FIT FOR SUCH PURPOSES WHICH PROMOTES ITS OBJECTS. TO INVEST MONEYS OF THE COMPANY NOT IMMEDIATELY REQUIRED FOR ITS PURPOSES IN OR UPON SUCH INVESTMENTS, SECURITIES OR PROPERTIES AS MAY BE THOUGHT FIT, BUT SO THAT MONEYS SUBJECT TO, OR REPRESENTING PROPERTY SUBJECT TO, THE JURISDICTION OF THE CHARITY COMMISSIONERS FOR ENGLAND AND WALES SHALL ONLY BE INVESTED IN SUCH SECURITIES AND WITH SUCH SANCTION, IF ANY, AS MAY FOR THE TIME BEING BE PRESCRIBED BY LAW. TO EMPLOY OR CONTRACT FOR THE SERVICES OF OR FACILITATE OTHER IN THE EMPLOYMENT OR CONTRACTING FOR THE SERVICES OF A PERSON OR PERSON TO FACILITATE THE CARRYING OUT OF THE OBJECTS OF THE COMPANY. IF AND WHEN CONSIDERED ADVISABLE TO TAKE ALL SUCH MEASURES AS MAY BE NECESSARY TO CONVERT THE COMPANY INTO A BODY SPECIALLY INCORPORATED BY ROYAL CHARTER OR OTHERWISE, OR TO SECURE THE CREATION OF A NEW BODY SO INCORPORATED WITH THE OBJECT OF CARRYING OUT THE PURPOSES OF THE COMPANY AND CONTINUING THE WORK THEREOF. TO TAKE ALL SUCH OTHER STEPS AS WILL FURTHER THE ATTAINMENT OF THE ABOVE OBJECTS OR ANY OF THEM.

Contact information

Address:
Hawkridge House
Summerfield Way
Chelston Business Park
Wellington
Somerset
TA21 9JE
Phone:
01823660684
Email:
info@fwagsw.org.uk
Website:

www.fwagsw.org.uk Open in new window