Finance Score: 5

Governance Score: 0

Support Score: 11

Liabilities <10%: +3
Excess liquidity: -1
Fundraising costs low: +3

Large volunteers +5
Overall weighted support: +6

Overall GiG Score: 16

PLANT HERITAGE

Plant Heritage is the accreditation body for the National Plant Collection Scheme, responsible for cultivated plant conservation. It is also responsible for the Threatened Plants Project, the only research project investigating the availability of cultivated plants in the UK. Plant Heritage was formerly known as The National Council for the Conservation of Plants and Gardens (NCCPG).

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received backing from a grant maker
This charity has a robust balance sheet
Fundraising costs are unusually low relative to funds raised

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end especially considering the historic stability of income

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/10/23	£639	£452	£187	£3	£852	£828	22	6	2,000
31/10/22	£498	£393	£105	n/a	n/a	n/a	n/a	n/a	n/a
31/10/21	£410	£342	£68	n/a	n/a	n/a	n/a	n/a	n/a
31/10/20	£400	£348	£52	n/a	n/a	n/a	n/a	n/a	n/a
31/10/19	£436	£342	£94	n/a	n/a	n/a	n/a	n/a	n/a
31/10/18	£376	£443	£-67	n/a	n/a	n/a	n/a	n/a	n/a
31/10/17	£381	£400	£-19	n/a	n/a	n/a	n/a	n/a	n/a
31/10/16	£429	£417	£13	n/a	n/a	n/a	n/a	n/a	n/a
31/10/15	£401	£390	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/10/14	£405	£427	£-22	n/a	n/a	n/a	n/a	n/a	n/a
31/10/13	£443	£452	£-9	n/a	n/a	n/a	n/a	n/a	n/a
31/10/12	£392	£429	£-37	n/a	n/a	n/a	n/a	n/a	n/a
31/10/11	£397	£427	£-30	n/a	n/a	n/a	n/a	n/a	n/a
31/10/10	£455	£418	£37	n/a	n/a	n/a	n/a	n/a	n/a
31/10/09	£413	£423	£-10	n/a	n/a	n/a	n/a	n/a	n/a
31/10/08	£426	£489	£-63	n/a	n/a	n/a	n/a	n/a	n/a
31/10/07	£468	£514	£-47	n/a	n/a	n/a	n/a	n/a	n/a
31/10/06	£499	£495	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/10/05	£565	£508	£57	n/a	n/a	n/a	n/a	n/a	n/a
31/10/04	£507	£440	£67	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0.5%
Fundraising Costs/Total Spending: 0.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 5%
Liabilities/Income: 6%
Unrestricted Funds/Total Funds: 97%
Reserves/Spending: 22 months
Net Current Assets/Spending: 21 months
Quick Ratio: 22.6

Asset Split ?

Balance Sheet History

Established: 33 years
(36 years as a company)

www.plantheritage.org.uk

info@plantheritage.org.uk

01483447540

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Land or water management

How it operates

Acts as an umbrella or resource body
Makes grants to individuals
Makes grants to organisations
Provides services
Sponsors or undertakes research

Where it operates

Ireland, Jersey, Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Plant Heritage
£68,082	18/11/2021	#Digital8 Saving and sharing our digital plant heritage
Esmee Fairbairn - Grant to Plant Heritage
£25,000	05/05/2020 6	towards unrestricted core costs as a COVID-19 fast response grant
Esmee Fairbairn - Grant to Plant Heritage
£150,000	16/05/2018 36	Towards the conservation manager to increase understanding and awareness of cultivated plants, and the threats to them.
National Lottery Heritage Fund - Grant to National Council for the Conservation of Plants and Gardens (Plant Heritage)
£98,800	15/03/2016	Plant Heritage - Fit for Growth
Esmee Fairbairn - Grant to Plant Heritage
£72,229	16/12/2009 36	Towards Project costs Towards the costs of a definitive list of cultivate plants and methodology for assessing their vulnerability and extinction threat.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 50-83

CATHERINE PENNY Appointed: 2017, Occupation: Retired

CECILIA BUFTON (Chair) Appointed: 2017, Occupation: Commercial Professional

EMMA CRAWFORTH Appointed: 2018, Occupation: Journalist

GARETH MORGAN Appointed: 2020, Occupation: Finance Director

JAMES MARSHALL Appointed: 2018, Occupation: Retired Horticultural Advisor

KAVITA KAPOOR Appointed: 2022, Occupation: Consultant

SALLY NEX Appointed: 2018, Occupation: Journalist

Legal constitution

Charitable company registered in England & Wales on 28/08/1991, number: 1004009
Registered at Companies House on 19/02/1988, number: 02222953

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
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
Paying staff
Risk management
Safeguarding 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; all on time

Main office

First Floor Offices
Stone Pine House
Wisley
WOKING
Surrey

Objectives

(I)FOR THE BENEFIT OF THE NATION AND THE PUBLIC AS A WHOLE TO ENCOURAGE THE CONSERVATION OF ENDANGERED OR RARE PLANTS OF SPECIES HYBRIDS AND CULTIVARS WHICH CAN BR GROWN IN GREAT BRITAIN AND THEIR ENVIRONMENTS WHICH HAVE CHARACTERISTICS WORTHY OF PRESERVATION IN THE INTERESTS OF PUBLIC EDUCATION AND IN PARTICULAR HORTICULTURE BOTANY AND OTHER NATURAL SCIENCES MEDICINE AND ENVIRONMENTAL STUDIES TO ENSURE THE AVAILIBILITY OF SUCH PLANTS FOR ANY PURPOSE BENEFICIAL TO THE COMMUNITY AS A WHOLE. (II)TO CONDUCT CARRY OUT AND ENCOURAGE RESEARCH INTO RARE OR ENDANGERED PLANTS OR THEIR ENVIRONMENTS AND THE COLLECTION AND RECORDING OF SUCH PLANTS AND THEIR ENVIRONMENTS AND ALL INFORMATION RELATING TO THEM AND TO PUBLISH THE USEFUL RESULTS OF SUCH RESEARCH AND TO ESTABLISH ONE OR MORE SOURCES PROVIDING PLANTS FOR EXHIBITS AND FOR PROPAGATING MATERIAL. (III)TO ENCOURAGE THE EDUCATION OF THE PUBLIC IN HORTICULTURAL SKILLS PARTICULARLY IN THE FIELD OF PLANT AND GARDEN CONSERVATION AND TO ENCOURAGE THE CULTIVATION IN GARDENS OF RARE OR ENDANGERED PLANTS. (IV)TO ENCOURAGE THE INTRODUCTION INTO THE UNITED KINGDOM AND THE PROPAGATION OF RARE PLANTS NOT REPRESENTED IN THE UNITED KINGDOM.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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