FARMING AND WILDLIFE ADVISORY GROUP SOUTH WEST LTD — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 23 February 2012
Removed: Not supplied
Company number supplied: 07865031
Financial period: 1 April 2024 – 31 March 2025
Latest income: £3,885,922
Latest expenditure: £3,670,678
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Hawkridge House, Summerfield Way, Chelston Business Park, Wellington, Somerset, TA21 9JE

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

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 12 January 2026
Date Accounts Received: 12 January 2026
Total Gross Income: £3,885,922
Total Gross Expenditure: £3,670,678

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 3 January 2025
Date Accounts Received: 3 January 2025
Total Gross Income: £3,363,565
Total Gross Expenditure: £3,744,152

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 20 December 2023
Date Accounts Received: 20 December 2023
Total Gross Income: £3,549,393
Total Gross Expenditure: £3,839,301

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 9 September 2022
Date Accounts Received: 14 September 2022
Total Gross Income: £3,859,059
Total Gross Expenditure: £3,650,006

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 8 October 2021
Date Accounts Received: 18 October 2021
Total Gross Income: £2,918,030
Total Gross Expenditure: £2,584,305

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 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 12 January 2026
Total Gross Income: £3,885,922
Total Gross Expenditure: £3,670,678
Grant Making Is Main Activity: No
Count Govt Contracts: 31
Count Govt Grants: £28
Income From Government Contracts: 1137101
Income From Government Grants: £1,370,399
Charity Has Trading Subsidiary: No
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: 55

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 3 January 2025
Total Gross Income: £3,363,565
Total Gross Expenditure: £3,744,152
Grant Making Is Main Activity: No
Count Govt Contracts: 33
Count Govt Grants: £37
Income From Government Contracts: 1088649
Income From Government Grants: £1,179,375
Charity Has Trading Subsidiary: No
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: 55

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 20 December 2023
Total Gross Income: £3,549,393
Total Gross Expenditure: £3,839,301
Grant Making Is Main Activity: No
Count Govt Contracts: 24
Count Govt Grants: £39
Income From Government Contracts: 718106
Income From Government Grants: £1,601,101
Charity Has Trading Subsidiary: No
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: 12

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 9 September 2022
Total Gross Income: £3,859,059
Total Gross Expenditure: £3,650,006
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 23
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £45
Income From Government Contracts: 831918
Income From Government Grants: £1,999,759
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 12

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 8 October 2021
Total Gross Income: £2,918,030
Total Gross Expenditure: £2,584,305
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 30
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £47
Income From Government Contracts: 771696
Income From Government Grants: £1,234,162
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 12

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 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 12 January 2026
Income Donations And Legacies: 253718
Income Other Trading Activities: 50
Income Charitable Activities: 3625967
Income Investments: 2129
Income Other: 4058
Income Total Income And Endowments: 3885922
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £46,707
Expenditure Charitable Expenditure: £3,623,971
Expenditure Other: 0
Expenditure Total: 3670678
Expenditure Investment Management: 0
Expenditure Grants Institution: 6807
Expenditure Governance: 14057
Expenditure Support Costs: 444427
Expenditure Depreciation: 36896
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £360,791
Assets Total Fixed: 91554
Assets Own Use: 91554
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,050,498
Assets Total Liabilities: £722,786
Assets Current Investment: 0
Assets Total Assets And Liabilities: £419,266
Creditors One Year Total Current: 698239
Creditors Falling Due After One Year: 24547
Assets Cash: £260,211
Funds Endowment: 0
Funds Unrestricted: 360791
Funds Restricted: 58475
Funds Total: 419266
Count Employees: 64
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 3 January 2025
Income Donations And Legacies: 163109
Income Other Trading Activities: 4214
Income Charitable Activities: 3193878
Income Investments: 730
Income Other: 1634
Income Total Income And Endowments: 3363565
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £44,457
Expenditure Charitable Expenditure: £3,699,695
Expenditure Other: 0
Expenditure Total: 3744152
Expenditure Investment Management: 0
Expenditure Grants Institution: 49110
Expenditure Governance: 10750
Expenditure Support Costs: 450764
Expenditure Depreciation: 23259
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £72,222
Assets Total Fixed: 38292
Assets Own Use: 38292
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £953,441
Assets Total Liabilities: £787,711
Assets Current Investment: 0
Assets Total Assets And Liabilities: £204,022
Creditors One Year Total Current: 757643
Creditors Falling Due After One Year: 30068
Assets Cash: £300,285
Funds Endowment: 0
Funds Unrestricted: 72222
Funds Restricted: 131800
Funds Total: 204022
Count Employees: 67
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 20 December 2023
Income Donations And Legacies: 168448
Income Other Trading Activities: 11966
Income Charitable Activities: 3366493
Income Investments: 442
Income Other: 2044
Income Total Income And Endowments: 3549393
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £40,192
Expenditure Charitable Expenditure: £3,799,109
Expenditure Other: 0
Expenditure Total: 3839301
Expenditure Investment Management: 0
Expenditure Grants Institution: 34511
Expenditure Governance: 9856
Expenditure Support Costs: 385209
Expenditure Depreciation: 15447
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £276,977
Assets Total Fixed: 18728
Assets Own Use: 18728
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,295,524
Assets Total Liabilities: £729,643
Assets Current Investment: 0
Assets Total Assets And Liabilities: £584,609
Creditors One Year Total Current: 694190
Creditors Falling Due After One Year: 35453
Assets Cash: £236,921
Funds Endowment: 0
Funds Unrestricted: 295705
Funds Restricted: 288904
Funds Total: 584609
Count Employees: 66
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 9 September 2022
Income Donations And Legacies: 127858
Income Other Trading Activities: 7488
Income Charitable Activities: 3723694
Income Investments: 19
Income Other: 0
Income Total Income And Endowments: 3859059
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £15,984
Expenditure Charitable Expenditure: £3,634,022
Expenditure Other: 0
Expenditure Total: 3650006
Expenditure Investment Management: 0
Expenditure Grants Institution: 4400
Expenditure Governance: 9664
Expenditure Support Costs: 295457
Expenditure Depreciation: 13338
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £429,689
Assets Total Fixed: 17267
Assets Own Use: 17267
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,924,507
Assets Total Liabilities: £1,067,257
Assets Current Investment: 0
Assets Total Assets And Liabilities: £874,517
Creditors One Year Total Current: 1026552
Creditors Falling Due After One Year: 40705
Assets Cash: £370,865
Funds Endowment: 0
Funds Unrestricted: 446956
Funds Restricted: 427561
Funds Total: 874517
Count Employees: 56
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 8 October 2021
Income Donations And Legacies: 142652
Income Other Trading Activities: 11022
Income Charitable Activities: 2763735
Income Investments: 41
Income Other: 580
Income Total Income And Endowments: 2918030
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £4,224
Expenditure Charitable Expenditure: £2,580,081
Expenditure Other: 0
Expenditure Total: 2584305
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 5970
Expenditure Support Costs: 233858
Expenditure Depreciation: 11662
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £458,725
Assets Total Fixed: 11468
Assets Own Use: 11468
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,434,007
Assets Total Liabilities: £780,011
Assets Current Investment: 0
Assets Total Assets And Liabilities: £665,464
Creditors One Year Total Current: 734641
Creditors Falling Due After One Year: 45370
Assets Cash: £503,594
Funds Endowment: 0
Funds Unrestricted: 470193
Funds Restricted: 195271
Funds Total: 665464
Count Employees: 47
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 310
Classification Type: How
Classification Description: Other Charitable Activities

08 Official extract

Charity Event History

Charity Name: FARMING AND WILDLIFE ADVISORY GROUP SOUTH WEST LTD
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2012-02-23T00:00:00

Charity Name: FARMING AND WILDLIFE ADVISORY GROUP SOUTH WEST LTD
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2022-12-20T00:00:00
Reason: Funds transferred (gi)
Assoc Organisation Number: 299418
Assoc Registered Charity Number: 299418
Assoc Charity Name: UPPER THAMES PROTECTION SOCIETY

09 Official extract

Charity Governing Document

Governing Document Description: 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.

10 Official extract

Charity Other Names

Charity Name Id: 518533
Charity Name Type: Working name
Charity Name: FWAG SOUTH WEST

11 Official extract

Charity Policy

Policy Name: Conflicting interests

Policy Name: Bullying and harassment policy and procedures

Policy Name: Risk management

Policy Name: Internal risk management policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Paying staff

Policy Name: Complaints policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Investment

Policy Name: Financial reserves policy and procedures

Policy Name: Volunteer management

Policy Name: Serious incident reporting policy and procedures

Policy Name: Complaints handling

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Trustee conflicts of interest policy and procedures