CCEW Charity Commission profile

FRIENDS OF WESTONBIRT ARBORETUM

Registered charity 293190 · organisation 293190

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
4 December 1985
Removed
Not supplied
Company number supplied
04965522
Financial period
1 January 2025 – 31 December 2025
Latest income
£2,954,023
Latest expenditure
£2,643,815
Gift Aid
Yes
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: Great Oak Hall, Westonbirt Arboretum, Westonbirt, Tetbury, GL8 8QS

Website recorded by the regulator: www.fowa.org.uk (displayed as text)

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 October 2026
Date Annual Return Received
17 June 2026
Date Accounts Received
17 June 2026
Total Gross Income
£2,954,023
Total Gross Expenditure
£2,643,815
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 October 2025
Date Annual Return Received
27 August 2025
Date Accounts Received
27 August 2025
Total Gross Income
£2,402,434
Total Gross Expenditure
£2,248,568
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 October 2024
Date Annual Return Received
28 May 2024
Date Accounts Received
28 May 2024
Total Gross Income
£2,204,896
Total Gross Expenditure
£2,126,077
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 October 2023
Date Annual Return Received
31 October 2023
Date Accounts Received
31 October 2023
Total Gross Income
£1,983,444
Total Gross Expenditure
£2,001,690
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 October 2022
Date Annual Return Received
20 June 2022
Date Accounts Received
20 June 2022
Total Gross Income
£1,872,677
Total Gross Expenditure
£1,721,987

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
17 June 2026
Total Gross Income
£2,954,023
Total Gross Expenditure
£2,643,815
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
27 August 2025
Total Gross Income
£2,402,434
Total Gross Expenditure
£2,248,568
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 80001 90000
1
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
28 May 2024
Total Gross Income
£2,204,896
Total Gross Expenditure
£2,126,077
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
31 October 2023
Total Gross Income
£1,983,444
Total Gross Expenditure
£2,001,690
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
Yes
Charity Agreement Professional Fundraiser
Yes
Charity Commercial Participator
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
20 June 2022
Total Gross Income
£1,872,677
Total Gross Expenditure
£1,721,987
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£2
Income From Government Grants
£38,352
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Volunteers
0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 January 2025
Fin Period End Date
31 December 2025
Ar Due Date
31 October 2026
Ar Received Date
17 June 2026
Income Donations And Legacies
550214
Income Other Trading Activities
637644
Income Charitable Activities
1713021
Income Investments
53093
Income Other
51
Income Total Income And Endowments
2954023
Income Legacies
235793
Income Endowments
0
Expenditure Raising Funds
£712,531
Expenditure Charitable Expenditure
£1,931,284
Expenditure Other
0
Expenditure Total
2643815
Expenditure Investment Management
0
Expenditure Grants Institution
445533
Expenditure Governance
18010
Expenditure Support Costs
312688
Expenditure Depreciation
24955
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£430,957
Assets Total Fixed
19043
Assets Own Use
19043
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,674,716
Assets Total Liabilities
£1,442,863
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,250,896
Creditors One Year Total Current
1337837
Creditors Falling Due After One Year
105026
Assets Cash
£2,275,954
Funds Endowment
0
Funds Unrestricted
1114114
Funds Restricted
136782
Funds Total
1250896
Count Employees
13
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 January 2024
Fin Period End Date
31 December 2024
Ar Due Date
31 October 2025
Ar Received Date
27 August 2025
Income Donations And Legacies
291739
Income Other Trading Activities
526707
Income Charitable Activities
1528011
Income Investments
55779
Income Other
198
Income Total Income And Endowments
2402434
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£602,704
Expenditure Charitable Expenditure
£1,645,864
Expenditure Other
0
Expenditure Total
2248568
Expenditure Investment Management
0
Expenditure Grants Institution
247393
Expenditure Governance
17857
Expenditure Support Costs
271456
Expenditure Depreciation
23084
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£806,215
Assets Total Fixed
40585
Assets Own Use
40585
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,233,076
Assets Total Liabilities
£1,332,973
Assets Current Investment
0
Assets Total Assets And Liabilities
£940,688
Creditors One Year Total Current
1224499
Creditors Falling Due After One Year
108474
Assets Cash
£2,060,581
Funds Endowment
0
Funds Unrestricted
806215
Funds Restricted
134473
Funds Total
940688
Count Employees
24
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 January 2023
Fin Period End Date
31 December 2023
Ar Due Date
31 October 2024
Ar Received Date
28 May 2024
Income Donations And Legacies
242513
Income Other Trading Activities
491399
Income Charitable Activities
1436608
Income Investments
34195
Income Other
181
Income Total Income And Endowments
2204896
Income Legacies
19040
Income Endowments
0
Expenditure Raising Funds
£552,261
Expenditure Charitable Expenditure
£1,573,816
Expenditure Other
0
Expenditure Total
2126077
Expenditure Investment Management
0
Expenditure Grants Institution
221321
Expenditure Governance
29335
Expenditure Support Costs
337004
Expenditure Depreciation
14311
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£395,593
Assets Total Fixed
54011
Assets Own Use
54011
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,093,399
Assets Total Liabilities
£1,360,588
Assets Current Investment
0
Assets Total Assets And Liabilities
£786,822
Creditors One Year Total Current
1199117
Creditors Falling Due After One Year
161471
Assets Cash
£1,930,524
Funds Endowment
0
Funds Unrestricted
630185
Funds Restricted
156637
Funds Total
786822
Count Employees
23
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 January 2022
Fin Period End Date
31 December 2022
Ar Due Date
31 October 2023
Ar Received Date
31 October 2023
Income Donations And Legacies
66864
Income Other Trading Activities
448137
Income Charitable Activities
1423746
Income Investments
5595
Income Other
39102
Income Total Income And Endowments
1983444
Income Legacies
19000
Income Endowments
0
Expenditure Raising Funds
£539,432
Expenditure Charitable Expenditure
£1,462,258
Expenditure Other
0
Expenditure Total
2001690
Expenditure Investment Management
0
Expenditure Grants Institution
159023
Expenditure Governance
10775
Expenditure Support Costs
254507
Expenditure Depreciation
28497
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
-62
Reserves
£400,000
Assets Total Fixed
58142
Assets Own Use
58142
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,033,212
Assets Total Liabilities
£787,802
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,303,552
Creditors One Year Total Current
785164
Creditors Falling Due After One Year
2638
Assets Cash
£1,857,932
Funds Endowment
0
Funds Unrestricted
1293552
Funds Restricted
10000
Funds Total
1303552
Count Employees
25
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 January 2021
Fin Period End Date
31 December 2021
Ar Due Date
31 October 2022
Ar Received Date
20 June 2022
Income Donations And Legacies
51321
Income Other Trading Activities
355295
Income Charitable Activities
1376737
Income Investments
357
Income Other
88967
Income Total Income And Endowments
1872677
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£414,859
Expenditure Charitable Expenditure
£1,307,128
Expenditure Other
0
Expenditure Total
1721987
Expenditure Investment Management
0
Expenditure Grants Institution
89563
Expenditure Governance
0
Expenditure Support Costs
481339
Expenditure Depreciation
25027
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£325,000
Assets Total Fixed
59651
Assets Own Use
59651
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,050,409
Assets Total Liabilities
£788,262
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,321,798
Creditors One Year Total Current
778911
Creditors Falling Due After One Year
9351
Assets Cash
£1,899,662
Funds Endowment
0
Funds Unrestricted
1310013
Funds Restricted
11785
Funds Total
1321798
Count Employees
23
Consolidated Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Gloucestershire
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups
Classification Code
112
Classification Type
What
Classification Description
Environment/conservation/heritage
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations

08 Official extract

Charity Event History

Charity Name
FRIENDS OF WESTONBIRT ARBORETUM
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1985-12-04T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 17/11/2003AS AMENDED BY SPECIAL RESOLUTION(S) DATED 29/10/2008AS AMENDED BY SPECIAL RESOLUTION(S) DATED 16/04/2011AS AMENDED BY SPECIAL RESOLUTION(S) DATED 28/04/2012NOW ARTICLES ADOPTED BY SPECIAL RESOLUTION DATED 26/04/2014AS AMENDED BY SPECIAL RESOLUTION(S) DATED 12 MAY 2018
Charitable Objects
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
Area Of Benefit
TETBURY IN GLOUCESTERSHIRE

10 Official extract

Charity Other Names

Charity Name Id
106198
Charity Name Type
Working name
Charity Name
FOWA
Charity Name Id
106209
Charity Name Type
Previous name
Charity Name
THE FRIENDS OF WESTONBIRT ARBORETUM
Charity Name Id
106215
Charity Name Type
Previous name
Charity Name
THE FRIENDS OF WESTONBIRT ARBORETUM TRUST

11 Official extract

Charity Policy

Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Paying staff
Policy Name
Investing charity funds policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Investment
Policy Name
Financial reserves policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Trustee expenses policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Risk management
Policy Name
Conflicting interests
Policy Name
Complaints handling
Policy Name
Social media policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Volunteer management
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Complaints policy and procedures