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home >> charity search >> friends of westonbirt arboretum
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
  • Overall weighted 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 several prominent grant makers recently
  • Spending has increased over the last 3 years relative to the previous period
  • 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 £k		 Fundraising
Cost £k		 Total
Funds £k		 Unrestricted
Funds £k		 Mths
Rsrvs		 Staff Volun-
teers
31/12/23£2,205£2,126£79£552£787£6303.6230
31/12/22£1,983£2,002£-18£539£1,304£1,2947.8250
31/12/21£1,873£1,722£151£415£1,322£1,3109.1230
31/12/20£1,637£1,341£296£313£1,171£1,11710200
31/12/19*£1,433£2,024£-591£52£875£8314.9110
31/12/18£1,326£1,149£177£50£1,467£2602.790
31/12/17£1,171£910£261£90£1,289£1,26616.790
31/12/16£1,168£1,379£-211£761£1,066£1,0549.270
31/12/15£1,595£1,774£-179£400£1,182£7284.960
31/12/14£1,586£1,909£-323£370£1,361£1,3618.660
31/12/13£1,382£1,772£-390£356£1,684£1,2058.260
31/12/12£1,668£612£1,057£293£2,074£1,04320.570
31/12/11£939£629£310£262£1,017£86616.550
31/12/10£785£695£90£265£749£71812.440
31/12/09£673£439£234£250£660£6601840
31/12/08£704£391£313£226£426£42613.140
31/12/07£562£684£-122£219£113£113250
31/12/06£520£460£60n/an/an/an/an/an/a
31/12/05£473£421£53n/an/an/an/an/an/a
31/12/04£710£448£262n/an/an/an/an/an/a
Show more rows -->

Download accounts
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 ?
Balance Sheet History
Established: 39 years

www.fowa.org.uk

Board@fowa.org.uk

01666331770

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Environment/Conservation/Heritage
GiG Classification
  • Philanthropic intermediaries and volunteering
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 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 (9)
Current Trustees appointed
Gender Split
Based on 8/9 persons

Age Range of Trustees: 33-66
  • CHRISTIAN WALKER Appointed: 2023, Occupation: Operations Manager
  • MARTYN DOUGLAS SMITH Appointed: 2018, Occupation: Company 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

Charity Commission for England and Wales
360 Giving

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