Finance Score: -3

Governance Score: 9

Support Score: 4

Fundraising costs high: -3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 10

FRIENDS OF WESTONBIRT ARBORETUM

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.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker recently
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Fundraising costs are extremely high relative to funds raised

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
31/12/23		£2,205	£2,126	£79	£552	£787	£630	3.6	23
31/12/22		£1,983	£2,002	£-18	£539	£1,304	£1,294	7.8	25
31/12/21		£1,873	£1,722	£151	£415	£1,322	£1,310	9.1	23
31/12/20		£1,637	£1,341	£296	£313	£1,171	£1,117	10	20
31/12/19	*	£1,433	£2,024	£-591	£52	£875	£831	4.9	11
31/12/18		£1,326	£1,149	£177	£50	£1,467	£260	2.7	9
31/12/17		£1,171	£910	£261	£90	£1,289	£1,266	16.7	9
31/12/16		£1,168	£1,379	£-211	£761	£1,066	£1,054	9.2	7
31/12/15		£1,595	£1,774	£-179	£400	£1,182	£728	4.9	6
31/12/14		£1,586	£1,909	£-323	£370	£1,361	£1,361	8.6	6
31/12/13		£1,382	£1,772	£-390	£356	£1,684	£1,205	8.2	6
31/12/12		£1,668	£612	£1,057	£293	£2,074	£1,043	20.5	7
31/12/11		£939	£629	£310	£262	£1,017	£866	16.5	5
31/12/10		£785	£695	£90	£265	£749	£718	12.4	4
31/12/09		£673	£439	£234	£250	£660	£660	18	4
31/12/08		£704	£391	£313	£226	£426	£426	13.1	4
31/12/07		£562	£684	£-122	£219	£113	£113	2	5
31/12/06		£520	£460	£60	£0	£0	£0	n/a	0
31/12/05		£473	£421	£53	£0	£0	£0	n/a	0
31/12/04		£710	£448	£262	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 32.9%
Fundraising Costs/Total Spending: 26%
Highest pay band: Less than £60,000
Liabilities/Assets: 63%
Liabilities/Income: 62%
Unrestricted Funds/Total Funds: 80%
Reserves/Spending: 3.6 months
Net Current Assets/Spending: 5 months
Quick Ratio: 1.6

Asset Split ?

Established: 39 years

www.fowa.org.uk

Board@fowa.org.uk

01666331770

Charity Commission for England and Wales

Tweets

Listed activities

Environment/Conservation/Heritage

GiG Classification

Philanthropic intermediaries and voluntarism promotion

How it operates

Makes Grants to Organisations

Where it operates

Gloucestershire,

Who it helps

Other Defined Groups
The General Public/Mankind

Who supports 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.

Specific Donations

Amount	When Months	To be used for
Barnwood Trust - Glos Funders - Organisation and Group Funding
£9,000	13/04/2023 12	Stakeholder development for sustainable community engagement
Garfield Weston Foundation - Main Grants award
£50,000	27/03/2023	Silk Wood Community Woodland

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 32-66

CHRISTIAN WALKER Appointed: 2023, Occupation: Operations Manager

MARTYN DOUGLAS SMITH Appointed: 2018, Occupation: Company Director, Other trusteeship: THAMES HEAD SINGERS,

NEIL SACHDEV Appointed: 2023, Occupation: Non Executive Director

NIGEL FROST Appointed: 2023, Occupation: Retailer

OWEN FORSTER Appointed: 2022, Occupation: Trustee

PAUL ISHERWOOD Appointed: 2022, Occupation: Retired

RACHEL WALKER Appointed: 2019, Occupation: Hr Director

SAM ADDADAHINE Appointed: 2024, Occupation: Head Of Engineering

SARAH BRYARS Appointed: 2024, Occupation: Public Relations And Communications Consultant

SIAN TROUPE Appointed: 2022, Occupation: Risk Manager

Legal constitution

Charitable company registered in England & Wales on 04/12/1985, number: 293190
Registered at Companies House on 17/11/2003, number: 04965522

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

20 returns made; AR19: 145 days late,

Main office

Great Oak Hall
Westonbirt Arboretum
Westonbirt
Tetbury
GL8 8QS

Objectives

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

Defined Area of Benefit:

TETBURY IN GLOUCESTERSHIRE

Data Sources