Finance Score: -1

Governance Score: 5

Support Score: 6

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

12+ Trustees: -1
Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +6

Overall GiG Score: 10

THE NATIONAL BOTANIC GARDEN OF WALES

Botanic Garden

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end
Fundraising costs are extremely high relative to funds raised

Established: 30 years

https://botanicgarden.wales/

account@gardenofwales.org.uk

01558667102

Charity Commission for England and Wales

Tweets

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	Volun- teers
31/03/23	*	£5,332	£5,208	£124	£1,316	£27,311	£7,307	16.8	114	214
31/03/22		£6,142	£5,264	£878	£1,075	£27,187	£6,073	13.8	113	200
31/03/21	*	£4,976	£4,353	£623	£317	£26,310	£3,825	10.5	86	200
31/03/20		£6,433	£4,823	£1,610	£918	£25,687	£3,165	7.9	95	250
31/03/19		£4,961	£4,317	£644	£1,043	£24,077	£3,036	8.4	121	250
31/03/18		£3,736	£3,975	£-239	£342	£22,920	£3,087	9.3	101	0
31/03/17		£2,898	£3,602	£-704	£1,086	£23,159	£3,071	10.2	68	0
31/03/16		£3,309	£3,990	£-681	£983	£23,863	£3,357	10.1	73	0
31/03/15		£3,488	£3,798	£-310	£1,111	£24,544	£3,521	11.1	71	0
31/03/14		£3,037	£3,634	£-597	£1,071	£24,854	£3,624	12	74	0
31/03/13		£3,063	£3,459	£-396	£1,058	£25,451	£3,725	12.9	71	0
31/03/12		£2,930	£3,180	£-250	£966	£25,847	£3,610	13.6	66	0
31/03/11		£2,383	£3,152	£-769	£955	£26,097	£3,481	13.3	66	0
31/03/10		£3,927	£3,653	£274	£1,076	£26,866	£3,782	12.4	65	0
31/03/09	*	£3,064	£3,789	£-725	£1,167	£26,588	£2,920	9.2	77	0
31/03/08		£4,406	£3,372	£1,034	£260	£27,319	£3,061	10.9	67	0
31/03/07		£2,337	£3,207	£-870	£323	£26,061	£1,417	5.3	64	0
31/03/06		£2,201	£2,998	£-797	£0	£0	£0	n/a	0	0
31/03/05	*	£2,734	£3,197	£-463	£0	£0	£0	n/a	0	0
31/03/04		£3,153	£3,869	£-716	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 33.1%
Fundraising Costs/Total Spending: 25.3%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 4%
Liabilities/Income: 21%
Unrestricted Funds/Total Funds: 27%
Reserves/Spending: 16.8 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.3

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

How it operates

Other charitable activities
Provides buildings/facilities/open space
Sponsors or undertakes research

Where it operates

Carmarthenshire,

Who it helps

The General Public/Mankind

Who works here?

114 employees
214 volunteers

Who's supporting 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
National Lottery Heritage Fund - Grant to National Botanic Garden of Wales - Gardd Fotaneg Genedlaethol Cymru
£249,985	06/06/2023	#DYC – Plants Past, Present and Future
National Lottery Heritage Fund - Grant to The National Botanic Garden of Wales
£247,700	22/07/2020	COVID19 The National Botanic Garden of Wales
National Lottery Community Fund - Garden Explorers
£9,918	12/06/2018 12	Project Summary :_x000D_ The National Botanic Garden of Wales will use the grant to provide affordable summer care for local families facing economic barriers._x000D_ What Money is for :_x000D_ This ....more Project Summary :_x000D_ The National Botanic Garden of Wales will use the grant to provide affordable summer care for local families facing economic barriers._x000D_ What Money is for :_x000D_ This grant for £9,918 will fund staffing costs, and science, craft, and fitness equipment.
Environmental Finance - Conservation of the natural environment
£196,000	17/03/2017
Esmee Fairbairn - Social investment National Botanic Garden of Wales
£196,000	01/03/2017 72	Towards an investment to develop enterprise activity that will cross-subsidise core conservation and social impact work.
Esmee Fairbairn - Grant to National Botanic Garden of Wales
£105,000	18/02/2015 36	Towards the salary and costs of the heritage co-ordinator in order to ensure a better public understanding of the estate’s history and its global importance as a heritage destination.
National Lottery Heritage Fund - Grant to The National Botanic Garden of Wales
£3,865,500	22/07/2014	Middleton: Paradise Regained

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

Age Range of Trustees: 29-83

COUNCILLOR DAVID MICHAEL JENKINS Appointed: 2015, Occupation: County Councillor

DEREK ANTHONY HOWELL Appointed: 2015, Occupation: Chartered Accountant, Other trusteeships: THE COMMUNITY FOUNDATION IN WALES, ARTES MUNDI PRIZE LIMITED,

DR MICHAEL IAN WOODS Appointed: 2016, Occupation: Management Consultant

DR PAUL PHILIP SMITH Appointed: 2017, Occupation: Scientist

DR SARA MATTHEWS Appointed: 2020, Occupation: Psychatrist

ELISABETH HANNAH WHITTLE Appointed: 2014, Occupation: Retired, Other trusteeship: HOBSON'S CONDUIT TRUST,

GARY DAVIES Appointed: 2017, Occupation: Media Consultant

JULIE JAMES Appointed: 2013, Occupation: Director

MELANIE DAVIES Appointed: 2020, Occupation: Media Consultant

PROFESSOR IAIN DONNISON Appointed: 2020, Occupation: Research Scientist

PROFESSOR PETE WALL Appointed: 2020, Occupation: Clinical Physiologist

STEFFAN RHYS WILLIAMS Appointed: 2015, Occupation: Director

TIMOTHY WILLIAM JONES Appointed: 2017, Occupation: Solicitor, Other trusteeships: ST. JOHN OF JERUSALEM EYE HOSPITAL, ST. JOHN OF JERUSALEM EYE HOSPITAL GROUP,

Legal constitution

Charitable company registered in England & Wales on 12/04/1994, number: 1036354
Registered at Companies House on 16/03/1994, number: 02909098

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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; AR23: 27 days late, AR21: 1 days late, AR09: 48 days late, AR05: 29 days late,

Recent reorganisation events:

Asset transfer in from BRECKNOCK GARDENING ASSOCIATION on 19/12/2023

Main office

MIDDLETON HALL
LLANARTHNE
CARMARTHENSHIRE
SA32 8HG

Objectives

(THE OBJECTS FOR WHICH THE COMPANY IS ESTABLISHED ARE, TO PROMOTE FOR THE PUBLIC BENEFIT:(I) THE ADVANCEMENT OF EDUCATION IN THE SCIENCE OF PLANTS AND RELATED SUBJECTS AND THE CONSERVATION OF PLANT SPECIES OF THE WORLD ESPECIALLY THOSE OF WALES, GREAT BRITAIN AND WESTERN EUROPEAN SEABOARD, IN PARTICULAR BUT NOT EXCLUSIVELY BY:(A) THE ESTABLISHMENT, DEVELOPMENT AND MAINTENANCE OF A NATIONAL BOTANIC GARDEN FOR WALES OPEN TO THE PUBLIC;(B) THE ESTABLISHMENT OF A NATIONAL CONSERVATION ASSET OF LOCAL, NATIONAL AND INTERNATIONAL PLANT SPECIES;(C) THE DEVELOPMENT OF A CENTRE FOR RESEARCH IN PLANT BIODIVERSITY AND THE CREATION OF AN EXEMPLAR OF GOOD HORTICULTURAL PRACTICE;(D) THE PROVISION OF FORMAL AND INFORMAL EDUCATION AND INTERPRETATION EXPERIENCES FOR PEOPLE OF ALL AGES AND ABILITIES PARTICULARLY TO ENHANCE UNDERSTANDING OF THE INTERACTION OF PEOPLE, PLANTS, LANDSCAPE AND THE ENVIRONMENT IN A SUSTAINABLE FUTURE; AND(II) THE ADVANCEMENT OF PUBLIC APPRECIATION OF WELSH CULTURE AND HISTORICAL HERITAGE BY THE RESTORATION OF THE HISTORIC LANDSCAPED ENVIRONMENT AND BUILDING AT THE SITE OF THE NATIONAL BOTANIC GARDEN REFERRED TO IN (I)(A) ABOVE.

Defined Area of Benefit:

NOT DEFINED

Data Sources