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2021-10-31-accounts

PLANT HERITAGE Annual Report and Financial Statements for the year ended 31 October 2021

Report of the Trustees and Unaudited Financial Statements

for the Year ended 31 October 2021

Registered Charity No: 1004009/SC041785 Company Registered No 2222953

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PLANT HERITAGE Annual Report and Financial Statements for the year ended 31 October 2021

Patron His Royal Highness The Prince of Wales
President Alan Titchmarsh
Vice-Presidents
Lawrence Banks
Christopher Brickell
Jamie Compton
Lady Hamilton
Roy Lancaster
Sir Roy Strong
Trustees
Mrs C Bufton (Chairman)
Mr J Marshall (Vice Chairman)
Mr G Morgan (Treasurer)
Mrs C Penny
Mrs E Crawforth
Mrs S Nex
Ms E Fontaine
Ms H Triggs
Mr A Stones
Ms P Bracken
Mrs M Lloyd
Charity Number 1004009/SC041785
Company Number 2222953
Independent Examiner Frances Wilde FCCA DChA
Warner Wilde
Chartered Certified Accountants
4 Marigold Drive
Bisley
Surrey
GU24 9SF

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PLANT HERITAGE Annual Report and Financial Statements for the year ended 31 October 2021

Plant Heritage office 12 Home Farm, Loseley Park, Guildford, GU3 1HS www.plantheritage.org.uk

Page
Patron, Presidents and Trustees of the Charity* 2
Annual General Meeting 2022* 4
President’s Remarks* 5
Chairman’s Review* 6-7
Activities in 2020/21: What Plant Heritage does*
Objectives and Achievements* 8-17
Treasurer’s Financial Review* 18-19
Fundraising Activities* 20-21
Structure, Governance and Management* 22-24
Statement of Trustees’ Responsibilities 25
Report of the Independent Examiner 26
Statement of Financial Activities 27-28
Balance Sheet 29-30
Notes to the Financial Statements 31-47
*These sections form part of the Trustee’s Annual Report

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PLANT HERITAGE Annual Report and Financial Statements for the year ended 31 October 2021

Annual General Meeting 2022

All members of Plant Heritage have been invited to meet members of the Board (who are Trustees of Plant Heritage) and ask questions on past performance and future plans at the 2022 Annual General Meeting which will be a virtual event on Thursday the 28[th] April.

Questions about anything contained in this report or the accompanying Financial Statements, should be addressed to the Chairman, by email chairman@plantheritage.org.uk or if that is not possible, by mail Plant Heritage, 12 Home Farm, Loseley Park, Guildford GU3 1HS, or telephone 01483 447540.

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PLANT HERITAGE Annual Report and Financial Statements for the year ended 31 October 2021

President’s Remarks

March 2022

We need enthusiasts in life: folk who are prepared to pursue their passion come what may. When that passion involves plants, then not only does the enthusiast benefit, but nature itself and gardeners across the globe are enriched by the efforts of individuals who care. Last year 47 new plant collections were accredited, bringing the total to 690, but there are still individual groups of plants needing to be taken to someone’s heart and safeguarded for future generations.

Plant Heritage is a meeting place for these enthusiasts – people like Roger Hammond whose National Collection of Epimedium has won him this year’s Brickell Award for 30 years of commitment to a genus that he clearly loves and treasures. Roger tends 45 species and 180 cultivars of Epimedium , and he is not alone in caring for a group of plants he reveres. Hundreds more gardeners do their bit to conserve valuable plant material and a gene pool whose riches are of immeasurable, though often underrated, value.

Sometimes would-be collection holders face a daunting task. That did not put Louise Danks off re-locating 2,000 individual dahlia plants from the National Collection in Penzance, Cornwall, to a different part of the county. She cajoled 30 friends into helping her and the result is that the collection is now under her care as a newly accredited collection holder in Camborne.

It would be a mistake to imagine that only institutions and grand gardens can play host to National Collections. Some – such as Kniphofia and Echinops - are cultivated on allotments. Andrew Gladman is hosting them in Warwickshire. Five new plant collections have found their home on council-administered plots, proving that anyone with dedication and know-how can do their bit for conservation regardless of the modesty of their patch of earth. Julian Reed’s Sevenoaks allotment plays host to a National Collection of ferns – Polystichum – while Adrian Thorne cultivates part of his Actaea and Veronica ( Parahebe ) collections on his own Kent allotment.

Could you do the same? If there’s a group of plants you love and you have access to a suitable patch of ground, why not make enquiries and contribute to an important and ever-growing initiative to save our garden plants for future generations.

Plant Heritage’s efforts have been recognized this year by the award of a Heritage Lottery Grant of £68k towards the completion of our vital recording system so that data can be stored and accessed more efficiently. For the first time in 8 years our membership grew but, as ever, there is always room for more enthusiasts, like those in Ireland who have been accredited as the Irish Heritage Plants National Plant Collection, which celebrates Ireland’s rich horticultural heritage in 75 different locations, conserving plants with an Irish connection, from the well-known Irish yew to Iris ‘Kilbroney Marble’ – a real rarity with only one listed supplier.

Ventnor Botanic Garden on the Isle of Wight has been awarded National Collection status for its palm trees – some of them dating back to the 1860s. With global warming an ever-growing concern, palms are capable of withstanding outdoor temperatures in the UK far more readily than they were a century or more ago and monitoring their progress at Ventnor will give us a clearer picture of their likely impact on our landscape in the future.

So, you see, Plant Heritage is not simply there to preserve old plants in aspic; it is a vibrant, go-ahead organisation keen to recognise the ongoing value of a wide range of garden plants and to demonstrate the need to move forward with as rich and as diverse a plant palette as possible, not just for decorative reasons, but for the very survival and improvement of our botanical riches and legacy.

Worthwhile? I should say so.

Alan Titchmarsh MBE VMH DL President

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PLANT HERITAGE Annual Report and Financial Statements for the year ended 31 October 2021

Chairman’s Review

Conserving the diversity of cultivated plants is essential to all our futures. The plants grown in National Plant Collections® or held by Plant Guardians® contain unique combinations of genetic material which are the legacy of generations of plant collectors and breeders who have built our nation’s rich and unique horticultural landscape. The work of Plant Heritage spans four decades and in the light of climate change and an increasingly urban society, which values horticulture as important to its health and well-being, the charity’s work is as important now as it was in the 1970s, when the charity’s founders identified that a significant part of the nation’s rich horticultural heritage was at risk of disappearing.

Our work is spearheaded by a network of National Collection Holders who come from all walks of life and live across the length and breadth of the British Isles. The beauty of the National Plant Collections is that anyone who has an interest, passion or expertise in a certain group of plants, whether amateur or professional can potentially become a collection holder. In doing so they curate and cultivate their own living collection which then forms part of the largest living collection of garden plants held outside botanical institutions in the UK.

Our National Collection Holders are supported by a dedicated Central Office team including three Plant Conservation specialists who provide technical support across the British Isles. This network is strengthened by our regional network of volunteer Collection Coordinators who regularly visit Collection Holders whilst also seeking out new and potential collections. All applications are then

What are the threats to our garden plants?

Changing fashions

Changes in styles of planting and taste can cause groups of plants to go out of fashion. We don't want to lose the range of cultivars available for when they inevitably come back into fashion.

Changes to the plant sales trade

The requirement for plants to be of a specific size and in flower at the point of sale by garden centres and supermarkets can lead to a diminution of the range of plants grown in our gardens. We are also losing specialist plant nurseries who carry a much wider range of plants.

Climate change

Climate change over time will have a continuing effect on the range of cultivated plants available to the UK.

Pests and pathogens

Due to the nature of modern trade and travel there is an increasing risk of new pests and diseases being introduced to the UK. Recent examples of these include box blight, ash dieback, and agapanthus gall midge.

Loss of propagation or cultivation skills

A lack of horticultural skills, particularly in propagation, is causing a loss in the availability of specialist cultivated plants.

guided through the process by the Plant Conservation Committee. Members of this committee are independent advisers, experts in taxonomy, horticulture, botany and the horticultural trade and area group representatives, all volunteers who freely give their time to ensure National Plant Collections are maintained and looked after to a consistent standard.

The Threatened Plants Programme underpins our conservation work and is an ongoing research initiative which identifies plants threatened and worthy of conserving. The Plant Guardian® scheme encourages members to actively seek out and conserve individual plants. Plant Heritage’s education objective is delivered by both our regional groups and the Central Office through a diverse range of events, shows, publications, workshops and other activities. In 2021, many of these were delivered virtually. As a charity, Plant Heritage is funded through membership subscriptions, donations from individuals and industry, sponsorship and donations from charitable trusts.

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PLANT HERITAGE Annual Report and Financial Statements for the year ended 31 October 2021

The coronavirus pandemic interrupted, once again many of the plans of the charity with many of the shows and fundraising activities of Groups and Central Office being cancelled. As of March 2022, most restrictions have been lifted and whilst we can’t be certain they won’t return we are now more confident that we can get back to our normal activities, which should help with our fundraising programme in 2022.

Whilst lockdowns reduced opportunities to meet face to face, our work to keep in touch with members with virtual talks, organised by central office and local groups, in addition to our regular e-newletters and printed materials has been well received and contributed to our membership growing in 2020/21 for the first time in 8 years. Some local groups also started their own virtual talks and hybrid meetings.

The Conservation Committee took on the task reviewing and updating our Conservation Strategy, with a final version sent to members in March 2022. Detailed workplans have been identified to help us achieve these strategic aims. The Conservation team also consulted National Collection Holders on their use of peat, to inform our response to the Government’s Consultation Document. As we move away from using peat-based products, Plant Heritage plans to help members identify suitable alternative growing media and understand the differences in plant growing techniques that may be required

We were able to run the Threatened Plant of the Year competition for the second year and were delighted to be able to award the judges’ prize in person to Peter Westbrook, at the RHS Hampton Court Garden Festival. We were delighted to have been awarded an RHS Gold medal for our display at the RHS Chelsea Flower Show 2021. With the RHS moving the flower show to Autumn, plants that never get to shine at the usual Spring event, such as Canna , Hedychium and Salvia came into their own and helped us showcase how National Plant Collections can be held in a variety of different environments and be of any size. Our Seed Shop, with the donation of rhizomes of Irises bred by Sir Cedric Morris, at the RHS Hampton Court Palace Garden Festival was also a great financial success, raising more than £12,000 in donations for seed collected our members.

Staff and the volunteer Persephone working group have made good progress on rebuilding of our Persephone plant collection recording tool and work to transfer the development and maintenance of the software to a commercial organisation is now almost complete. The refreshed system consolidates and improves existing features whilst adding a number of new elements requested by existing users of the software. Work continues to train users and test the new system.

In December 2021 we were notified that Plant Heritage has been awarded National Lottery funding to launch a digital volunteering initiative and break down barriers to heritage. We were one of seventeen projects awarded funding to create digital volunteering opportunities, supporting volunteers to develop and contribute their digital skills. Our project, Saving and sharing our digital plant heritage , will recruit and train 15 new volunteers to provide support for the network of collection holders in getting records digitised and stored consistently on to Persephone.

There were no resignations from the Board in 2020 and two additions, with Phoebe Bracken (confirmed at the April 2021 AGM) and Mandy Lloyd (to be confirmed at the April 2022 AGM) joining the Trustee body. Emma Fontaine resigned from the Board in February 2022.

Our Mission is to conserve the rich diversity of cultivated plants in the UK and Ireland but this would not be possible without the commitment of our staff, members, National Collection Holders, Groups and all who volunteer their time and expertise to support and spread the word of our essential work. I would like to record the collective thanks to you all, from the Board of Trustees.

Cecilia Bufton

Chairman Date 29[th] March 2022

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PLANT HERITAGE Annual Report and Financial Statements for the year ended 31 October 2021

Trustees Report – Objectives and Achievements

The Board, who are the Trustees of Plant Heritage (“the Charity”), present their annual report for the year ended 31 October 2021, prepared in accordance with the accounting policies set out in note 1 to the accounts and comply with the charity’s governing document, the small companies regime s419(2) Companies Act 2006, the Charities and Trustee Investment (Scotland) Act 2005, the Charities Accounts (Scotland) Regulations 2006 (as amended) and “Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard in the UK and Republic of Ireland (FRS 102) (effective 1 January 2015)”

Objectives:

Plant Heritage’s charitable purposes seek to

We aim to do this by:

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PLANT HERITAGE Annual Report and Financial Statements for the year ended 31 October 2021

Achievements:

Our Conservation Work

Plants growing in gardens might seem safer than those in the wild, but they can easily be lost forever if nobody is looking after them. Plant Heritage is the only organisation with the aim of conserving garden plants across the British Isles and Ireland.

Our cultivated flora is incredibly rich, resulting from development and care over centuries by dedicated gardeners. The heritage contained in these living organisms can only be preserved by active gardeners in living collections. These plants are a valuable historical and future resource, whether for their beauty, or having edible, medicinal or other useful properties. Each has a unique genetic code making it impossible to replace if lost. Conservation of a diverse range of plants underpins our resilience to a changing world, while meeting challenges such as climate change, pests and diseases and biodiversity loss.

Our conservation work is carried out in line with a five-year strategy that helps us to keep to the highest conservation standards and is delivered through working with National Plant Collection® holders, our volunteers and supporters.

Our conservation strategy aims to:

Why do we do it?

Plants have always been selected and bred, whether for their beauty, flavour, scent or other reasons. This breeding involves an enormity of human effort and inventiveness that is wasted if the plants cease to be grown.

Climate change, the advance of new pests and diseases, loss of gardens, a diminishing nursery trade and lack of knowledge in the general population all conspire to reduce the diversity of our garden flora. If garden plants go, a tantalising slice of social, cultural and horticultural history dies with them.

We believe that cultivated plants deserve to be a target for conservation. Each one contains a unique combination of genetic material and is testament to human effort and inventiveness.

How do we do it?

National Plant Collections®

National Plant Collections are held by individuals or organisations who undertake to document, develop and conserve a comprehensive collection of plants within a defined scope and hold them in trust for the future. The scope can be defined botanically by plant group, either taxonomically, such as all the Penstemon cultivars or Rhododendron subsect. Falconera ; or have a shared history such as plants collected by Harold Comber; or a geographic link, such as North West English cultivars.

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PLANT HERITAGE Annual Report and Financial Statements for the year ended 31 October 2021

Plant Heritage supports collectors, helping them to tend, monitor and share their collection, guaranteeing the preservation of our garden flora. Members of our Groups all over the country, work together propagating plants and running plant exchanges and sales for funding. The groups also provide collection co-ordinators to advise the collectors and assess the collections.

The National Plant Collections scheme is overseen by the Plant Collections Committee, a sub-committee of the Board, whose members are independent advisers, experts in taxonomy, horticulture, botany and the horticultural trade and area group volunteers. The committee rigorously assesses new applications for scope and coverage.

There were 47 new National Plant Collections accredited in 2021, up from 35 in 2020. There has also been two new scientific collection accredited, as well as 57 new proposals for collections. There were 690 Collections as of December 2021, of which 315 were Horticultural, 294 Reference and 81 Historic collections, with 19 having been awarded Scientific status.

24 collections were withdrawn, but thanks to our policy of encouraging Collection Holders to prepare for the time when they can no longer look after their collection, 7 of these collections have been safely transferred to new owners and a further 4 have offered plant material to secure their future

----- Start of picture text -----
Full collections, proposals received and 690 National Plant Collections
withdrawals, 2016-2021
60
50
40
Horticultural
30 294 315
20 Historic
10
Reference
0
2016 2017 2018 2019 2020 2021 81
New collections New proposals Withdrawn
----- End of picture text -----

National Plant Collections are made available for people to view, either by appointment, on special open days or as part of a garden open to the public. They contain about 95,000 plants, held across the 690 collections. Together this represents a huge resource for gardeners, nurserymen, garden designers, researchers, plant breeders and those interested in historical gardens and landscapes. Having these plants part of a registered conservation scheme ensures that they will be a resource for generations to come.

National Plant Collections are valuable for assessing the best cultivars for gardeners to enjoy and are used for scientific research, as a source of live plants and genetic material available for investigating a group of plants. They also provide insurance, being “living libraries” of the genetic diversity of garden plants. There are still some important groups of garden plants that are not represented in National Collections.

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PLANT HERITAGE Annual Report and Financial Statements for the year ended 31 October 2021

Missing genera campaign

The ‘Missing Genera’ campaign, launched in 2016, encourages people with a passion for plants to bring together a National Plant Collection of their own and join the Plant Heritage community in growing, sharing and saving plants.

From 2016 to 2021 we have highlighted 45 plant groups; eleven of these are now the subject of new National Plant Collections ( Achillea, Arisaema, Aeonium, Gingko , Alcea, Eryngium, Tradescantia, Echinops, Verbena, Hoya, Cosmos ). This equates to a 24% success rate on new National Collections accredited from this campaign.

Threatened Plants Programme

The Threatened Plants Programme (TPP) tracks the locations and availability of garden cultivars and works out how rare or threatened they are. Information from the Threatened Plants Programme helps collection holders prioritise their sourcing and propagation.

Work has been ongoing to integrate data from National Collections, public and botanic gardens and our other conservation schemes, to facilitate provision of reports for collections and in 2021, 29 reports were written for new collection holders.

Hemerocallis was recently assessed as part of this. Nine National Collections hold 2,605 cultivars of daylily. These represent 39% of all known Hemerocallis which have been grown in the UK or Ireland and cover 67% of those Threatened in cultivation. Even across their diverse scopes, 24% of cultivars held are duplicated between current Collections.

The work of the TPP and Plant Heritage was cited as a methodology for tracking the genetic resource of cultivated plants in the 2021 Nature Scot report 'Scotland’s Biodiversity Progress to 2020 Aichi Targets'

Plant Guardians®

To preserve plants, it is essential that we keep them growing in gardens. Plant Heritage encourages members to take active part in conservation work by becoming a Plant Guardian. Through the scheme, rare plants are grown in multiple locations as an insurance against loss. Plant Heritage retains a record of plants in guardianship and encourages Plant Guardians to propagate the plants they are caring for and share them with other members via plant sales and the Plant Exchange. New plants recorded this year include Tropaeolum ‘Hermine Grashoff’, noted in 1880 to be ‘of considerable value for decorative purposes’ and Santolina ‘Weston’ – awarded an AGM at the Chelsea Flower show of 1966.

We have 1,844 plants in the Plant Guardian scheme, with over 300 new registrations in 2021. These plants are held by the 157 registered Plant Guardians. There are 386 cultivars, recorded in over 500 locations, highlighted as “red label plants”, threatened in cultivation by the Threatened Plants Programme.

Plant Exchange

The best way to conserve rare plants is to propagate and share them. The Plant Exchange enables hard to find plants being cultivated and conserved by members around the country to be shared with other members. By distributing plants around the country, we can re-establish plants in danger of being lost and give members the chance to get hold of something rare or unusual. We encourage members to propagate these plants and pass them on, to help secure their future.

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PLANT HERITAGE Annual Report and Financial Statements for the year ended 31 October 2021

We were unable to hold the Exchange in 2020 due to the pandemic, and to ensure it could happen in 2021, a one-off event was held at Hill Close Gardens, Warwickshire. Twenty-three Plant Heritage Groups participated, finding new homes for 1,040 plants, including 135 threatened taxa.

Brickell Award

The Brickell award recognises the vital plant conservation work undertaken by Collection Holders to secure plants in cultivation, for example through the rediscovery and propagation of lost taxa and is awarded to those considered to have demonstrated excellence in this field.

The Brickell Award winner 2021 was announced at the RHS Hampton Court Garden Festival, with Roger Hammond, National Collection Holder of Epimedium , the recipient of the prestigious award. Roger has built (from scratch) one of the largest collections of Epimedium in the country and is fast becoming one of the leading authorities on the genus, making him this year’s worthy recipient.

The Award judges commended Roger’s deep and ongoing commitment to Epimedium over the last 30 years and recognised his successes in the propagation and cultivation of this genus. Roger has built up his collection in his small private garden in Essex, which now contains 45 species and 180 cultivars of Epimedium.

Digital Recording

It is important that we record the information gathered by National Collections Holders to create an enduring resource for the future. The use of the Persephone online recording system, which is the preferred method for recording the National Plant Collections, continued to grow and we now have 324 full and proposed Collections on the system. All new applications are being added to Persephone and all proposals for new collections are being supported with getting their records onto the system.

As of December 2021, there are over 48,039 accessions recorded on Persephone along with an increasing library of photographs and other information about collections. Development of the upgraded version made good progress throughout the year, and it is anticipated that the new version will launch in Autumn of 2022, after testing and user training

The Board would like to record its thanks to the whole working group for the hours they continue to give towards this project.

Support for Collections

There were 7 recipients of Plant Heritage bursaries in 2021, with projects ranging from installing rainwater irrigation, improving interpretation and protecting collections from the elements. Some local groups provided bursaries to collection holders and 5 collections received monies via these schemes.

Collection Holder’s conference

In November, we held our first, virtual collection holder conference, necessitated by the pandemic. Over 120 people signed up for the event, held on Zoom over two half days. Each day featured talks from collection holders, as well as guests including Tim Upson (RHS) and Fergus Garrett (Great Dixter). There were short workshops on Persephone, growing media, promoting your collection and researching your collection.

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PLANT HERITAGE Annual Report and Financial Statements for the year ended 31 October 2021

Workshops

Many of our regular workshop plans had to be put on hold. We have been running virtual training and workshops for Persephone, taxonomy for beginners, photography, library research and researching your collection. More virtual workshops have been planned for the winter.

Collection Coordinators

We are delighted that we were able to recruit additional volunteer Collection Coordinators in 2021 and now have 42, with vacancies now in 3 areas.

Policy Work

Plant Heritage has participated in the UK Plant Genetic Resource group and contributed plant data on some collections to the EURISCO genetic resource database.

We have also inputted into the government consultation on biosecurity and are working on a response to the government peat consultation.

Raising Public Awareness of the Need for Plant Conservation

By letting others know about what we do, we can gain their support for plant conservation, so Plant Heritage is actively engaged in sharing expertise. We continue to produce our in-print publications as we increase our presence on social media and we exhibit at many local and national shows.

Membership and Volunteers

Trustees are delighted to report that membership has increased by 4.2% to 3,467. This is the first year of increase since 2012/13. We have recruited 444 new members this year and the loss of members this year is also the lowest recorded loss for many years. Our increased recruitment overall is testament to

Members are usually encouraged to participate in the activities of their local Group, of which there are 28 across the UK. These groups are run by volunteer committees who put in a tremendous amount of effort to organise interesting activities for their members and raise funds for the charity. Due to the pandemic most group events (except virtual talks) were cancelled until May 2021, then groups cautiously restarted their programmes of talks (some as hybrid events), plant fairs, visits and open days, which resulted in local group membership recruitment.

The Board is extremely grateful to each and every volunteer for the time and resources they give so generously to the charity. Their value comes from the skills, experience and support provided by them, whether it is the direct help they give to the staff, or the Collections Coordinators who play such an important role with the National Collection Holders. Volunteers are also vital to the success of all local

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PLANT HERITAGE Annual Report and Financial Statements for the year ended 31 October 2021

group activities and provide the manpower needed to support activities such as shows and our seed shop.

Related Parties

The charity has two affiliated groups (Isle of Man and Guernsey) that share the same objectives as Plant Heritage, who generously support our work. The charity also has links with the Wiltshire Gardens Trust who also support our work, and the Irish Garden Plants Society.

Publications, Shows and Campaigns

Website

The new website continues to promote and facilitate interest in Plant Heritage, particularly in the missing genera campaign, finding out about National Collections and forthcoming events. From data over a comparable period there has been a 34% increase in users of the website. The website shop has seen increased activity too.

Annual Directory

The annual Directory of National Plant Collections 2021 listed all National Plant Collections with details of the Collection Holder and information about when the Collection is open. This is issued free to members, but the information can also be accessed on our website so is freely available to the general public. We encourage members and the public to visit the National Collections to see for themselves the conservation efforts of the Collection Holders, and to see the wide range of plants that are being conserved. We thank all our National Collection Holders for opening their collections to the public. All collections are accessible to visitors whether by appointment, through specific open days, or business open days.

The Journal

We published two issues of The Journal with a continued focus on the work of Collection Holders undertaking conservation in action and how education in the widest sense is at the heart of what we do. We are grateful for the continuing work of our editor Clare Hogan in delivering this publication.

E-newsletters

In 2021 we sent 6 e-newsletters (3 focussed on member news and 3 focussed on news for Collection Holders with additional specific event focused e-newsletters, to keep our membership to date with news and events; and collection holders informed on legal, policy and regulatory matters.

Shows

RHS Hampton Court Palace Garden Festival was the first national show since 2019. The Plant Heritage zone included a display of Aeonium by Mellie Lewis, Aspidistra by Philip Oostenbrink, Hosta (miniature and small) by Jonathan Hogarth, Hemerocallis by Paul Harris, Hypericum by Sir Harold Hillier Gardens, a display by Julian Reed of Polypodium , Polystichum and Athyrium, which was awarded Best Plant Heritage Exhibit and Barry Clarke showed four of his National Plant Collections. A full display of The Threatened Plant of the Year competition was featured, with the Plant Heritage Seed Shop raising a record amount of funds to support our conservation work. Thank you to all volunteers who helped at this show and to members who donated seed.

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PLANT HERITAGE Annual Report and Financial Statements for the year ended 31 October 2021

For the first time ever the RHS Chelsea Flower Show was held in September 2021. We had a display in the Discovery Zone entitled ‘National Plant Collections Everywhere’ designed by Collection Holder Jackie Currie and laid out by the Euphorbia Design team, with some collections on display at RHS Chelsea for the first time. The Urban Jungle and the Potted Paradise featured Hedychium, Canna, Solonestemon, Salvia, Penstemon and Nerine . A boutique indoor area included Chlorophytum , Peperomia, Crassula, Streptocarpus and Neoregelia. We were delighted to be awarded an RHS Gold Medal and thank the design team along with all the National Collection holders and volunteers who contributed.

We thank the RHS for their support at these shows.

Regional Shows and local plant fairs

Plans by local groups at regional shows were generally cancelled particularly in the spring. The Worcestershire Group show team who previously created displays at RHS Malvern show retired. Displays were not at the Harrogate and Yorkshire shows, nor Gardeners World Live, nor the Shrewsbury Show in 2021. The Suffolk Group held a plant fair at Helmingham Hall.

Local groups were unable to hold spring plant fairs but where possible started to hold plant fairs in the summer and autumn months. Some local group members continued to hold kerb side plant sales where conditions permitted raising some funds locally.

Seed Shop

The Plant Heritage Seed Shop was a great success in 2021 raising money from donations at the RHS Hampton Court Garden Festival, RHS Chelsea Flower Show and at other plant fairs around the country. In addition, seeds are available in the online shop.

Threatened Plant of the Year Competition

The Threatened Plant of the Year competition was run for the second year and the judging carried out at the RHS Hampton Court Palace Garden Festival. The competition, established in 2020, aims to highlight the message that cultivars can be lost if not actively grown. A secondary aim will be to attempt the reintroduction of winners and those shortlisted plants where possible. 12 entries were shortlisted and published on our website. Camellia x williamsii 'Yesterday' , was the judges’ winner and Aspidistra ‘Irish Mist’ was the winner of the public vote.

Virtual talks programme

Our programme of virtual events continued in 2021 with approximately 50 webinars run in the year by groups and central office, with over 4,440 attendees. Our data shows that more than 26% of our members engaged in these talks throughout the year. Most were open to all for a small charge with some free for our members only. The added benefit has been to introduce more people to Plant Heritage and to increase awareness of our work. We estimate that we gained 90 new memberships related to the online talks. We continued to support our local groups run their events virtually too.

Shows and talks plans for 2022

In 2022 we plan a display in the Discovery Zone at RHS Chelsea Show showcasing the research of four Collection Holders (was cancelled in 2020/21). Our usual Plant Heritage zone at RHS Hampton Court Palace Garden Festival is also planned, to include a display of the Threatened Plant of the Year

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PLANT HERITAGE Annual Report and Financial Statements for the year ended 31 October 2021

competition.

We plan to hold a Members Day & Plant Exchange, at Renishaw Hall & Gardens in Derbyshire on the 23[rd] April 2022. We are also delighted that Arabella Lennox-Boyd, will open her garden at Gresgarth Hall, in aid of Plant Heritage on the 5[th] June 2022.

We also plan to continue with virtual zoom talks, and virtual workshops.

Social media

Our website www.plantheritage.org.uk continues to be the main way we provide online information about the National Plant Collections around the country, how to apply for a collection or register a Plant Guardian, and also information about our 28 regional groups, 4 areas with local representatives, affiliated groups and their activities.

Plant Heritage’s social media presence is through Twitter, Facebook and Instagram. The wordpress blog is also available.

Instagram https://www.instagram.com/plantheritage/ 3009 followers Facebook https://www.facebook.com/OurPlantHeritage 5250 followers Twitter https://twitter.com/plantheritage 15.6K followers

The Plant Heritage e-newsletters keep members and others informed of news and events and encourage the public to visit National Collections and get involved in conservation. Meanwhile Twitter, Instagram and Facebook continue to be used to engage the general public and horticulturalists through promoting an understanding of the diversity of garden plants and the need for conserving them.

Press coverage

Between November 2020 and October 2021, 190 items of media coverage about Plant Heritage were achieved, with an estimated total audience reach of over 245 million. This surpasses the previous year’s total of 160 items of coverage with an estimated audience reach of 129 million. PR & Media coverage has been identified as attracting new members and has been noted by some groups as increasing interest in local activities too

Items of coverage include:

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PLANT HERITAGE Annual Report and Financial Statements for the year ended 31 October 2021

Top stories promoted since September 2020 include:

Plant Heritage at RHS Chelse a

Irish Heritage Plants - new National Plant Collection - published by over 16 outlets to date. The story was also published in national newspaper, The Irish News, in Country Life magazine, and online on The Irish Times, The Irish News, HortWeek and www.GrowTrade.ie.

September National Plant Collections with a focus on allotments – another popular story, with nine items of media coverage - six interviews broadcast across BBC Radio Kent and BBC Radio Wiltshire, and three online articles including The Sun Gardening. Articles in Garden News, Garden Answers magazines, Countryfile magazine and The Daily Telegraph are in progress at the time of reporting.

17

PLANT HERITAGE Annual Report and Financial Statements for the year ended 31 October 2021

Treasurer’s Financial Review

The year has been one of transition as the impact of COVID-19 slowly recedes. Plant Heritage has again demonstrated financial resilience with overall income of £410,095 (£400,213 in 2020) and expenditure of £341,747 (£347,870 in 2020). The net surplus for the year was therefore £68,348 compared to a net surplus of £52,343 in 2020.

Incoming resources

Income from Donations and Legacies held up well in 2021 with income of £156,312 compared with £177,879 in 2020 which was an exceptional year including income from legacies of £71,603, 17% higher than the £61,000 in 2020. With continued uncertainty in the light of the COVID-19 pandemic during the first part of the year, income from charitable activities (Membership, Shows, Educational Meetings and Events) increased to £237,796 which is a 17% increase on the prior year total of £203,782 but down on 2019.

Resources expended

Plant Heritage spent a total of £341,747 (£347,870 in 2020) on Charitable Activities, Fundraising and Governance in 2021. Charitable expenditure, including on plant conservation was £299,657 (2020: £303,426). The costs of generating funds was £42,090 (£44,444 in 2020).

Intangible fixed assets

Intangible fixed assets include the cost of website development work as well as the costs of development of Persephone 2.0. These amounted to £41,490 during the year.

Reserves policy

It is the policy of the Charity that unrestricted funds which have not been designated for a specific use, should be maintained at a level equivalent to six months general operating costs, including salaries. The Trustees consider that reserves at this level will ensure that, in the event of a significant drop in funding, they will be able to continue the charity’s current activities while consideration is given to ways in which additional funds may be raised. This level of reserves has been maintained throughout the year and there are a further £284,291 of reserves designated towards specific purposes. These funds include £30,000 towards the development of a new CRM and other necessary IT expenditure, £15,000 towards the costs of a future office move, and a £60,000 risk reserve to provide a cushion against possible future sudden changes in the Charity’s operating environment similar to that presented by the COVID-19 pandemic. After these designations, the Charity has free reserves in the General Fund of £244,590 representing nearly 8 months of total annual expenditure.

Going Concern

COVID-19 has had a significant impact on the wider economy during 2020 and 2021 and has impacted on the Charity’s operations with more remote working, limited ability to have and attend Shows and with Events being limited to virtual channels for much of the time however, the result for this financial year and last demonstrated the Charity’s adaptability, and financial strength. Given this we consider our operations to be sustainable and that there is an optimistic outlook with no material uncertainty.

18

PLANT HERITAGE Annual Report and Financial Statements for the year ended 31 October 2021

The Charity has a healthy reserves position and has met its free reserves target and has also put aside designated funds to mitigate the risks of any similar sudden future change to the Charity’s operating environment. The Charity also carefully manages its working capital position and maintains a healthy cash position.

The Trustees have also considered the Charity's plans including investment in Persephone 2.0 for 2022 and are of the view that the level of net current assets and liquid funds are sufficient to ensure future operations and that the Charity is a going concern.

19

PLANT HERITAGE Annual Report and Financial Statements for the year ended 31 October 2021

Fundraising Activities

Donations and Sponsorships

Plant Heritage is indebted to its supporters, sponsors and advertisers – we thank them all for their generous support and in particular:

Griffin Glasshouses Johnsons Seeds Burpee Europe Ltd Melcourt Industries Ltd

Plant Heritage gratefully acknowledges grants and donations from the following charitable trusts and foundations, which help to support our core conservation work as well as the Threatened Plants Programme, National Collection Holder and membership workshops, the Plant Guardians scheme and our Persephone development work.

Sir Jeremiah Colman Gift Trust William Dean Trust Esmée Fairbairn Foundation PF Charitable Trust Hawthorne Charitable Trust Tanner Trust Topinambour Trust Anson Charitable Trust Goulburn Charitable Trust Mrs A A Clutterbuck’s Charitable Trust

Donation from the Heather Society as the society closed, to help further work with heathers and to support plant conservation

Income from legacies

We received income from three legacies this year, from members. We would like to express our gratitude to Rosemary Day, Gillian Barwick and the estate of Joan Tolley for helping us to save our cultivated plants for future generations.

Corporate Members

We are grateful for the continued support of our Gold Corporate Members in 2021: Barton Grange Garden Centre

Candide Ltd Shanly Homes

We are also grateful for the continued support of our Bronze Corporate supporters:

Arboricultural Association Floral Tours Bayntun Flowers Griffin Glasshouses Broadband UK Johnsons Seeds Brother UK Melcourt Industries Ltd Canonteign Falls National Trust Middlethorpe Hall Capital Gardens Ltd Prickly Fish Farm Crafty Plants Serenata Flowers Doddington Place Gardens Todd’s Botanics

20

PLANT HERITAGE Annual Report and Financial Statements for the year ended 31 October 2021

Transfers from Groups

Despite another very challenging year, we remain very grateful for the generosity and creativity of our groups who, despite the continued challenges of the pandemic in the financial year, remained focused on engaging with Plant Heritage members and raising funds for our work.

The charity recognises the commitment and hard work put in by the members of the area groups who fundraise throughout the year and generously pass these contributions on to support the core work of the charity. In all, Groups transferred £21,026 (2020: £66,591) to Central Office. In another challenging year, the Groups made a profit of £30,254 (2020: loss of £227). Plant Heritage is also grateful to its affiliated groups in Guernsey and Manx, and the Wiltshire Gardens Trust who provide financial support.

21

PLANT HERITAGE Annual Report and Financial Statements for the year ended 31 October 2021

Structure, Governance and Management

Plant Heritage is a company limited by guarantee and is governed by its Memorandum and Articles of Association, adopted on 2 February 1988, amended in April 2004, April 2010 and July 2018

Directors and Trustees

The Board of Trustees are responsible for the overall governance of the charity. The Trustees are also the Directors of the Limited Company. Trustees are appointed by the membership at the Annual General Meeting (AGM). At each AGM, one-third of the directors must retire from office. The directors to retire by rotation must be those who have been longest in office since their last appointment. A director must retire after serving a total of eight years, consecutive or otherwise.

The following served during the year 2020-2021:

Mrs Cecilia Bufton Chairman
Appointed 5thOctober 2017, re-appointed 4thMay 2019
Mr James Muir Marshall Vice-Chairman
Appointed 18 April 2018, re-appointed 2ndMay 2020
Mr Gareth Morgan Treasurer
Appointed 10thJuly 2020, confirmed 17thApril 2021
Mrs Catherine Penny Appointed 5 October 2017,re-appointed 2ndMay2020
Mrs Emma Crawforth Appointed 26thJuly2018,re-appointed 17thApril 2021
Mrs SallyNex Appointed 26thJuly2018,re-appointed 17thApril 2021
Ms Helen Triggs Appointed 4thMay2019,re-appointed 17thApril 2021
Ms Emma Fontaine Appointed 2ndMay2020 resigned 22ndFebruary2022
Mr Adrian Stones Appointed 16thDecember 2020,confirmed 17thApril 2021
Ms Phoebe Bracken Appointed 17thApril 2021
Mrs MandyLloyd Appointed 17thAugust 2021

The Board met formally on four occasions to discuss the management of the charity.

Governance changes

Plant Heritage held its 2021 AGM virtually and plans to do so again in 2022. Members are able to vote either in person during the meeting, by mail (email or post) or by proxy.

Risk Management

Plant Heritage Trustees have given consideration to the major risks to which the charity is exposed and review these at least annually through a documented risk register. Trustees are satisfied that established procedures are sufficient to manage and mitigate those risks.

Public benefit

Plant Heritage conserves cultivated plants. Trustees have paid due regard to the Charity Commission guidance on public benefit in deciding how to pursue our objectives. Our strategy details how we carry out our work and how we engage with the public.

22

PLANT HERITAGE

Annual Report and Financial Statements for the year ended 31 October 2021

Committees and Working Groups

Finance Committee (FC) Meetings every two months Responsible for finance

Finance Committee (FC) Conservation Committee (CC) Meetings every two months Meetings three times a year Responsible for finance Development of Conservation Strategy • Helen Moorcraft (Chair) and delivery of associated programmes • Gareth Morgan and activities • Cecilia Bufton • Jim Marshall (Chair) • Philip Eastell (Corporate Sponsorship) • Emma Crawforth (Vice Chair) • Simon Toomer Membership & Supporters Committee • Tim Upson (MSC ) • Anne Tweddle Meetings two-three times a year • Rosie Yeomans Development of membership strategies and • Catrina Fenton delivery of advice, support and guidance to • Chris Clennett Groups • Catherine Penny (Chair) Plant Collections Committee (PCC) • Penny Ross Meetings four times a year • Rosemary Buisseret Accreditation of National Plant Collections • Maddy Ward • Tim Upson (Chair) • Linda Eggins • Jonathan Webster (Vice-Chairman) • Rhona Frayne • Chris Clennett • Kevin Hobbs Persephone Working Group (PWG) • Ross Kerby Meetings up to four times a year • Rosie Yeomans • Doug Smith (Chair) • Gary Firth • David Ross • Matthew Biggs • Penny Ross • Chris Trimmer • Barry Clarke • Chris Bird • Gary Firth • Dawn Edwards Governance & People Committee (GPC) Governance, compliance, processes, policies and guidelines. Trustee appointments & HR issues Meetings four times a year • Margaret Headen • Helen Triggs • Adrian Stones • Jim Marshall

23

PLANT HERITAGE Annual Report and Financial Statements for the year ended 31 October 2021

Staffing

The headcount at the end of October 2021 was 5.03 full time posts. The Board of Trustees wish to thank all the members of staff for their expertise, loyalty, resourcefulness and commitment to Saving Garden Plants.

Business Plan 2022

Conservation

  1. Increase the number of cultivated plants conserved

  2. Develop and maintain good standards of curation

  3. Inform and engage others with our conservation work

  4. Influence global thinking on issues related to plant conservation

Membership & Supporters

  1. Grow the membership of Plant Heritage

  2. Develop programmes to raise funds from supporters

  3. Improve and expand internal communication channels

Finance & Fundraising

  1. Oversee financial management

  2. Develop a fundraising strategy to ensure Plant Heritage has sufficient income to achieve its charitable aims

Governance and People

  1. Oversee the appointment of Trustees and the operation of committees and working groups

  2. Ensure that Plant Heritage systems, processes and data management are maintained to a good standard

  3. Advise on governance, appointments and operation of national office and local groups

External Communications

  1. Inform and engage audiences with our work, with a view to increasing membership, donations and support by providing information across a wide range of media

24

PLANT HERITAGE Annual Report and Financial Statements for the year ended 31 October 2021

Statement of Trustees’ Responsibilities

Company law requires the Trustees to prepare financial statements for each financial year, which give a true and fair view of the state of affairs of the charity and of the surplus or deficit for that period. In preparing these financial statements, the Trustees have in their opinion:

The Trustees have been responsible for keeping proper accounting records which disclose, with reasonable accuracy at any time, the financial position of the charity and which have enabled them to ensure that the financial statements comply with the Companies Act 2006. They have also been responsible for the safeguarding of the assets of the charity and for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Statement of Disclosure of Information to Independent Examiner

So far as the Trustees are aware, there is no relevant information of which the Charity’s Independent Examiner has not been informed.

Approved by the Board of Trustees on 29[th] March 2022 and signed on their behalf by:

Trustee and Chairman Mrs Cecilia Bufton

Trustee and Treasurer Mr Gareth Morgan

25

PLANT HERITAGE INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF PLANT HERITAGE l Teport to th• tru$t¢•s on my exanknakn of th• fmancaal 8tat8ments of Planl Hsrflage (th• thathyl for the year endod 31 Octobw 2021. Ro•pon•lbllltlo• and of rnport A8 the tW8tees of th8 ¢harity land also Its dlreetors frtr the purposes of company law) you are responslble for thè prepa1at￿ of tha flnandol Statements in accordanc8 vthh the requirements of the Charlties and Trustee Inv•$bnenl IScoUandl Act 2005 (the 2005 Act). the Charlts"￿ Aecounts Iscolkndl R8gulatlons 2006 las amendadl 8nd tho Companles Act 2(h)8 {th 2(tyJ6 Act). You are sallsfl•il that th• finandal 8tstem8nts of the ¢hanty are not reg￿led ty chaiity or conyny to b• a￿lIted and havg ch06•n th8tead lo have an Ind8p8ndent examlnatlon. Havlng salsfi•d mysem that the accounts of the ar• not wuored to bo audW undar Part 16 of the 20C6 Act and arg fjlgSbl• for independent ex8rrinatvJn, l Tem in resp8cl of ry eXa￿natIOn of th8 charftyfj a¢¢ounts ￿rrIed out under sedon 4411} I cl of thg 2005Ad and 88cllon 145 of Ihe Charttlès Act 2011 Itha 2011 A¢tl. In carrylng OLrt rry •x•nlnallon I follow￿ tho requlreThnts of Regula￿On 11 of the Charllle8 Account8 IS¢ollandl Regulalon8 2006 la8 am8ndedl and ou th• applkabl8 Directlons glvgn by th• Charity Comml3Blon undw sffllon 14515llbl Oft￿ 2011 A¢t. Indepond•nt •xamln•¢• •t•t•m•nt Slnce the chpthty 1$ requlred by company law to Fxepwe Ils accounts on an accrualB bB818 ond t8 r8918ter8d a$ * charty In SeoU8nd your examlner muit bo • member ol a body 1ts1gd In Regulauon 11121 of tho Chartll•sA¢counts ISuJll)dl R•gulaUon8 2Cth las am&ndedl. I corrfkni that l am quollfled lo undertake the 8xamlnatSon becau88 l am 8 member of the Assodallon of Chrterod Cwufiod Accoynlants, whlch IB one of the118tod bodkn•. I have complatsd my examlnatlon. I confimi that nts matter8 hav• com• to my attenuon In Conne￿On vAlh the examlnatlon 9￿Ing me ¢au8e to bell￿ tho1 In any malw181 resp8cl'. accountlThJ r8cord8 were nol kept In r•$pe¢l of the as rnqutr•d by Sothon 386 of th• 20C A and ReguLgtlon 4 oftho 2CQ8 Attounts Rogylglbns., or the ffinanclal stat?￿nts do not a¢¢ord vhth those records: or tho finand￿ State￿ntS do not compty v•th tha accountkng w9u1reff￿nt8 01 R•gulaUon 8 of the Charftte8 Accounts Iscouandl R•gulalon$ 2006 {as am8ndad) •nd do not fA)rnply wlth tho aco)untlng requlremenlB of ￿¢1￿On 396 of th8 20C6 Act other than any requir¢m•nt thal the ac£0￿￿ glv• a true and lalr vlew vthich18 not • matter con8lder8d 0$ part of an kndepand•nl •xamlnation,' or the financlal 8t8tem•nt8 t￿¥8 not bg•n pr•p•red In ar£Ord8n￿ with the methods and prfne1pl￿ of the Slatomonl of Recomm8ndod Prndce for aceounling and reporllng ty charities applScabb8 to ¢harlUè8 prepgrfng Ihelr account8 In accordarKe wmh tha Flnanclal Repordng Stsndard 4)Olcabl8 In tho UK and Ropublk ol Irèland IFRS 1021. I have no ¢oncem8 and hav• comg no oth8r matteTr In connectlon the ex8￿n910n to which attentlon should bo drawn In Ihls r•port In ortler to anabb a pwppr undorstandlng of Ihtr finandot sts19m•nl8 lo b• mched. Francas Wlde FCCA DCIKA Charter8tl cthtir￿ A¢>￿Untant$ 4 MarwJohd Drive 8uFrey. GU24 9SF

PLANT HERITAGE

STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 31 OCTOBER 2021

Current financial year
Unrestricted Unrestricted
Restricted
funds
funds
funds
general d esignated
2021
2021
2021
Notes
£
£
£
Income from:
Donations and legacies
3
98,002
4,024
54,286
Charitable activities
4
175,264
62,532
-
Advertising, publications,
sponsorship and trading
5
12,611
1,385
-
Investments
6
1,974
17
-
Total income
287,851
67,958
54,286
Expenditure on:
Raising funds
Costs of generating donations and
legacies
7
42,090
-
-
Trading costs
7
-
-
-
42,090
-
-
Charitable activities
Membership and Shows
8
32,624
-
6,210
Educational Activities
8
73,903
33,241
496
Plant Conservation
8
101,691
4,463
47,029
Total charitable expenditure
208,218
37,704
53,735
Total resources expended
250,308
37,704
53,735
Gross transfers between funds
(3,974)
3,974
-
Net income for the year/
Net movement in funds
33,569
34,228
551
Fund balances at 1 November 2020
211,021
250,063
30,134
Fund balances at 31 October 2021
244,590
284,291
30,685		 Total
2021
£
156,312
237,796
13,996
1,991
410,095
42,090
-
42,090
38,834
107,640
153,183
299,657
341,747
-
68,348
491,218
559,566		 Total
2020
£
177,889
203,782
15,974
2,568
400,213
43,678
766
44,444
38,533
99,251
165,642
303,426
347,870
-
52,343
438,875
491,218

The statement of financial activities includes all gains and losses recognised in the year.

All income and expenditure derive from continuing activities.

The statement of financial activities also complies with the requirements for an income and expenditure account under the Companies Act 2006.

PLANT HERITAGE

STATEMENT OF FINANCIAL ACTIVITIES (CONTINUED) INCLUDING INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 31 OCTOBER 2021

Prior financial year

Unrestricted Unrestricted
Restricted
funds
funds
funds
general d esignated
2020
2020
2020
Notes
£
£
£
Income from:
Donations and legacies
3
110,801
3,588
63,500
Charitable activities
4
164,396
39,386
-
Advertising, publications, sponsorship and
trading
5
12,613
3,361
-
Investments
6
2,450
118
-
Total income
290,260
46,453
63,500
Expenditure on:
Raising funds
Costs of generating donations and legacies
7
43,678
-
-
Trading costs
7
766
-
-
44,444
-
-
Charitable activities
Membership and Shows
8
29,248
-
9,285
Educational Activities
8
58,830
40,421
-
Plant Conservation
8
107,749
6,259
51,634
Total charitable expenditure
195,827
46,680
60,919
Total resources expended
240,271
46,680
60,919
Net incoming resources before transfers
49,989
(227)
2,581
Gross transfers between funds
66,591
(66,591)
-
Net income for the year/
Net movement in funds
116,580
(66,818)
2,581
Fund balances at 1 November 2019
94,441
316,881
27,553
Fund balances at 31 October 2020
211,021
250,063
30,134		 Total
2020
£
177,889
203,782
15,974
2,568
400,213
43,678
766
44,444
38,533
99,251
165,642
303,426
347,870
52,343
-
52,343
438,875
491,218

The statement of financial activities includes all gains and losses recognised in the year.

All income and expenditure derive from continuing activities.

The statement of financial activities also complies with the requirements for an income and expenditure account under the Companies Act 2006.

PLANT HERITAGE

BALANCE SHEET

AS AT 31 OCTOBER 2021

Notes
Fixed assets
Intangible assets
13
Tangible assets
14
Current assets
Debtors
15
Cash at bank and in hand
Creditors: amounts falling due within
one year
16
Net current assets
Total assets less current liabilities
Creditors: amounts falling due after
more than one year
Deferred income
17
Net assets
Income funds
Restricted funds
19
Unrestricted funds
Designated funds
20
General unrestricted funds		 2021
£
16,593
494,336
510,929
(29,443)
7,342
284,291
244,590		 £
77,930
7,492
85,422
481,486
566,908
(7,342)
559,566
30,685
528,881
559,566		 2020
£
14,470
456,107
470,577
(30,480)
7,716
250,063
211,021		 £
48,726
10,111
58,837
440,097
498,934
(7,716)
491,218
30,134
461,084
491,218

PLANT HERITAGE

BALANCE SHEET (CONTINUED)

AS AT 31 OCTOBER 2021

The company is entitled to the exemption from the audit requirement contained in section 477 of the Companies Act 2006, for the year ended 31 October 2021.

The directors acknowledge their responsibilities for complying with the requirements of the Companies Act 2006 with respect to accounting records and the preparation of financial statements.

The members have not required the company to obtain an audit of its financial statements for the year in question in accordance with section 476.

These financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies regime.

The financial statements were approved by the Trustees on 29 March 2022

Mr G Morgan

Trustee

Company Registration No. 2222953

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 OCTOBER 2021

PLANT HERITAGE

1 Accounting policies

Charity information

Plant Heritage is a private company limited by guarantee incorporated in England and Wales. The registered office is 12 Home Farm, Loseley Park, Guildford, Surrey, GU3 1HS.

1.1 Accounting convention

The financial statements have been prepared in accordance with the charity's governing document, the Companies Act 2006, the Charities and Trustee Investment (Scotland) Act 2005, the Charities Accounts (Scotland) Regulations 2006 (as amended) and "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)". The charity is a Public Benefit Entity as defined by FRS 102.

The charity has taken advantage of the provisions in the SORP for charities applying FRS 102 Update Bulletin 1 not to prepare a Statement of Cash Flows.

The financial statements are prepared in sterling , which is the functional currency of the charity . Monetary a mounts in these financial statements are rounded to the nearest £.

The financial statements have been prepared under the historical cost convention, modified to include the revaluation of freehold properties and to include investment properties and certain financial instruments at fair value. The principal accounting policies adopted are set out below.

1.2 Going concern

At the time of approving the financial statements, the trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. Thus the trustees continue to adopt the going concern basis of accounting in preparing the financial statements.

1.3 Charitable funds

Unrestricted funds are available for use at the discretion of the trustees in furtherance of their charitable objectives.

Restricted funds are subject to specific conditions by donors as to how they may be used. The purposes and uses of the restricted funds are set out in the notes to the financial statements.

Endowment funds are subject to specific conditions by donors that the capital must be maintained by the charity.

1.4 Income

Income is recognised when the charity is legally entitled to it after any performance conditions have been met, the amounts can be measured reliably, and it is probable that income will be received.

Cash donations are recognised on receipt. Other donations are recognised once the charity has been notified of the donation, unless performance conditions require deferral of the amount. Income tax recoverable in relation to donations received under Gift Aid or deeds of covenant is recognised at the time of the donation.

Legacies are recognised on receipt or otherwise if the charity has been notified of an impending distribution, the amount is known, and receipt is expected. If the amount is not known, the legacy is treated as a contingent asset.

PLANT HERITAGE

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 OCTOBER 2021

1 Accounting policies

(Continued)

1.5 Expenditure

A liability is recognised when either a constructive or legal obligation is identified. Central costs are apportioned between costs of generating funds and charitable activities on the basis of the specific activities of members of staff. Irrecoverable VAT is allocated to the same expenditure heading as the cost to which it relates. Basic financial liabilities are recognised at transaction cost.

1.6 Intangible fixed assets other than goodwill

Intangible assets acquired separately from a business are recognised at cost and are subsequently measured at cost less accumulated amortisation and accumulated impairment losses.

Intangible assets acquired on business combinations are recognised separately from goodwill at the acquisition date where it is probable that the expected future economic benefits that are attributable to the asset will flow to the entity and the fair value of the asset can be measured reliably; the intangible asset arises from contractual or other legal rights; and the intangible asset is separable from the entity.

Amortisation is recognised so as to write off the cost or valuation of assets less their residual values over their useful lives on the following bases:

Website 8 Years Straight Line Persephone intangibles 4 years straight line

1.7 Tangible fixed assets

Tangible fixed assets are initially measured at cost and subsequently measured at cost or valuation, net of depreciation and any impairment losses.

Depreciation is recognised so as to write off the cost or valuation of assets less their residual values over their useful lives on the following bases:

Plant and machinery 4 Years Straight Line Computers 4 Years Straight Line

The gain or loss arising on the disposal of an asset is determined as the difference between the sale proceeds and the carrying value of the asset, and is recognised in the statement of financial activities .

1.8 Impairment of fixed assets

At each reporting end date, the charity reviews the carrying amounts of its tangible and intangible assets to determine whether there is any indication that those assets have suffered an impairment loss. If any such indication exists, the recoverable amount of the asset is estimated in order to determine the extent of the impairment loss (if any ) .

1.9 Cash and cash equivalents

Cash and cash equivalents include cash in hand, deposits held at call with banks, other short-term liquid investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities.

PLANT HERITAGE

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 OCTOBER 2021

1 Accounting policies

(Continued)

1.10 Financial instruments

The charity has elected to apply the provisions of Section 11 ‘Basic Financial Instruments’ and Section 12 ‘Other Financial Instruments Issues’ of FRS 102 to all of its financial instruments.

Financial instruments are recognised in the charity 's balance sheet when the charity becomes party to the contractual provisions of the instrument.

Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to set off the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

Basic financial assets

Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest. Financial assets classified as receivable within one year are not amortised.

Basic financial liabilities

Basic financial liabilities, including creditors and bank loans are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future p aymen ts discounted at a market rate of interest. Financial liabilities classified as payable within one year are not amortised.

Debt instruments are subsequently carried at amortised cost, using the effective interest rate method.

Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of operations from suppliers. Amounts payable are classified as current liabilities if payment is due within one year or less. If not, they are presented as non-current liabilities. Trade creditors are recognised initially at transaction price and subsequently measured at amortised cost using the effective interest method.

Derecognition of financial liabilities

Financial liabilities are derecognised when the charity ’s contractual obligations expire or are discharged or cancelled.

1.11 Employee benefits

The cost of any unused holiday entitlement is recognised in the period in which the employee’s services are received.

Termination benefits are recognised immediately as an expense when the charity is demonstrably committed to terminate the employment of an employee or to provide termination benefits.

1.12 Retirement benefits

Payments to defined contribution retirement benefit schemes are charged as an expense as they fall due.

PLANT HERITAGE

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 OCTOBER 2021

2 Critical accounting estimates and judgements

In the application of the charity’s accounting policies, the trustees are required to make judgements, estimates and assumptions about the carrying amount of assets and liabilities that are not readily apparent from other sources. The estimates and associated assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates.

The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised where the revision affects only that period, or in the period of the revision and future periods where the revision affects both current and future periods.

PLANT HERITAGE

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 OCTOBER 2021

3 Donations and legacies

Unrestricted Unrestricted
Restricted
funds
funds
funds
general d esignated
2021
2021
2021
£
£
£
Donations and gifts
26,399
4,024
54,286
Legacies receivable
71,603
-
-
Coronavirus Job Retention Scheme
-
-
-
98,002
4,024
54,286		 TotalUnrestricted Unrestricted
Restricted
funds
funds
funds
general
d esignated
2021
2020
2020
2020
£
£
£
£
84,709
38,488
3,588
63,500
71,603
61,000
-
-
-
11,313
-
-
156,312
110,801
3,588
63,500		 Total
2020
£
105,576
61,000
11,313
177,889

PLANT HERITAGE

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 OCTOBER 2021

4 Charitable activities

Membership
and Shows
Educational
Meetings and
Events held by
Area Groups
2021
2021
£
£
Sales within charitable
activities
150,101
87,695
Analysis by fund
Unrestricted funds -
general
150,101
25,163
Unrestricted funds -
designated
-
62,532
150,101
87,695
Advertising, publications, sponsorship and trading
Unrestricted Unrestricted
funds
funds
general d esignated
2021
2021
£
£
Advertising, publications,
sponsorship and trading
income
12,611
-
Fundraising events
-
1,385
Advertising, publications,
sponsorship and trading
12,611
1,385
Investments
Unrestricted Unrestricted
funds
funds
general d esignated
2021
2021
£
£
Interest receivable
1,974
17		 Total
2021
Membership
and Shows
Educational
Meetings and
Events held by
Area Groups
2020
2020
£
£
£
237,796
156,388
47,394
175,264
156,388
8,008
62,532
-
39,386
237,796
156,388
47,394
TotalUnrestricted Unrestricted
funds
funds
general
d esignated
2021
2020
2020
£
£
£
12,611
12,613
-
1,385
-
3,361
13,996
12,613
3,361
TotalUnrestricted Unrestricted
funds
funds
general
d esignated
2021
2020
2020
£
£
£
1,991
2,450
118		 Total
2020
£
203,782
164,396
39,386
203,782
Total
2020
£
12,613
3,361
15,974
Total
2020
£
2,568

5 Advertising, publications, sponsorship and trading

6 Investments

PLANT HERITAGE

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 OCTOBER 2021

7 Raising funds

Unrestricted Unrestricted
funds funds
general general
2021 2020
£ £
Costs of generating donations and legacies
Staging fundraising events 69 189
Staff costs 23,023 29,610
Depreciation and impairment 3,466 1,588
Support costs 15,532 12,291
Costs of generating donations and legacies 42,090 43,678
Trading costs
Support costs - 766
42,090 44,444

PLANT HERITAGE

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 OCTOBER 2021

8 Charitable activities

Membership
and Shows
Educational
Activities
Plant
Conservation
2021
2021
2021
£
£
£
Staff costs
20,150
20,150
84,562
Depreciation and impairment
3,029
3,029
6,041
Other charitable expenditure
775
69,102
24,635
23,954
92,281
115,238
Grant funding of activities (see note 9)
-
365
8,040
Share of support costs (see note 10)
13,359
13,473
26,872
Share of governance costs (see note 10)
1,521
1,521
3,033
38,834
107,640
153,183
Analysis by fund
Unrestricted funds - general
32,624
73,903
101,691
Unrestricted funds - designated
-
33,241
4,463
Restricted funds
6,210
496
47,029
38,834
107,640
153,183		 Total
2021
Membership
and Shows
Educational
Activities
Plant
Conservation
2020
2020
2020
£
£
£
£
124,862
20,135
15,677
84,398
12,099
1,215
1,215
5,325
94,512
913
71,673
10,824
231,473
22,263
88,565
100,547
8,405
-
701
10,815
53,704
15,684
9,399
51,710
6,075
586
586
2,570
299,657
38,533
99,251
165,642
208,218
29,248
58,830
107,749
37,704
-
40,421
6,259
53,735
9,285
-
51,634
299,657
38,533
99,251
165,642		 Total
2020
£
120,210
7,755
83,410
211,375
11,516
76,793
3,742
303,426
195,827
46,680
60,919
303,426

PLANT HERITAGE

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 OCTOBER 2021

9 Grants payable

Educational
Activities
Plant
Conservation
2021
2021
£
£
Grants to institutions:
Other
-
8,040
Grants to individuals
365
-
365
8,040
Support costs
Support
costs
Governance
costs
£
£
Office running costs
69,236
-
Independent
Examination and
Accounts Preparation
-
3,859
Other governance costs
including meetings and
travelling
-
2,216
69,236
6,075
Analysed between
Fundraising
15,532
-
Trading
-
-
Charitable activities
53,704
6,075
69,236
6,075		 Total
2021
Educational
Activities
Plant
Conservation
2020
2020
£
£
£
8,040
-
10,815
365
701
-
8,405
701
10,815
2021
Support
costs
Governance
costs
£
£
£
69,236
89,083
-
3,859
-
3,797
2,216
-
712
75,311
89,083
4,509
15,532
12,291
-
-
-
766
59,779
76,793
3,742
75,311
89,084
4,508		 Total
2020
£
10,815
701
11,516
2020
£
89,083
3,797
712
93,592
12,291
766
80,535
93,592

10 Support costs

Support costs 'office running costs' includes administrative staff costs.

11 Trustees

None of the trustees (or any persons connected with them) received any remuneration during the year, but none (2020: two) of them incurred £nil (2020: £486) travelling expenses.

PLANT HERITAGE

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 OCTOBER 2021

12 Employees

Number of employees

The average monthly number of employees during the year was:

Fundraising
Plant Conservation
Membership
Finance and admin
Employment costs
Wages and salaries
Social security costs
Other pension costs		 2021
Number
1
3
1
1
6
2021
£
155,172
7,689
7,711
170,572		 2020
Number
1
3
1
1
6
2020
£
152,732
7,687
7,637
168,056

8 (2020: 8) part time employees equate to 5.5 (2020: 5.5) full time staff.

There were no employees whose annual remuneration was £60,000 or more.

13 Intangible fixed assets

Cost
At 1 November 2020
Additions - internally developed
At 31 October 2021
Amortisation and impairment
At 1 November 2020
Amortisation charged for the year
At 31 October 2021
Carrying amount
At 31 October 2021
At 31 October 2020		 Website
Persephone
intangibles
£
£
59,338
-
-
41,490
59,338
41,490
10,612
-
7,417
4,869
18,029
4,869
41,309
36,621
48,726
-		 Total
£
59,338
41,490
100,828
10,612
12,286
22,898
77,930
48,726

PLANT HERITAGE

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 OCTOBER 2021

14
Tangible fixed assets
Plant and
machinery
Computers
£
£
Cost
At 1 November 2020
-
13,233
Additions
659
-
At 31 October 2021
659
13,233
Depreciation and impairment
At 1 November 2020
-
3,122
Depreciation charged in the year
71
3,207
At 31 October 2021
71
6,329
Carrying amount
At 31 October 2021
588
6,904
At 31 October 2020
-
10,111
15
Debtors
2021
Amounts falling due within one year:
£
Trade debtors
4,946
Other debtors
3,806
Prepayments and accrued income
7,841
16,593
16
Creditors: amounts falling due within one year
2021
Notes
£
Other taxation and social security
2,766
Deferred income
17
14,831
Trade creditors
5,907
Other creditors
887
Accruals
5,052
29,443		 Total
£
13,233
659
13,892
3,122
3,278
6,400
7,492
10,111
2020
£
5,740
3,527
5,203
14,470
2020
£
2,766
14,690
6,599
931
5,494
30,480

PLANT HERITAGE

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 OCTOBER 2021

17 Deferred income

Other deferred income
Deferred income is included in the financial statements as follows:
Current liabilities
Non-current liabilities		 2021
£
22,173
2021
£
14,831
7,342
22,173		 2020
£
22,406
2020
£
14,690
7,716
22,406

18 Retirement benefit schemes

Defined contribution schemes

The charity operates a defined contribution pension scheme for all qualifying employees. The assets of the scheme are held separately from those of the charity in an independently administered fund.

The charge to profit or loss in respect of defined contribution schemes was £7,759 (2020: £7637).

PLANT HERITAGE

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 OCTOBER 2021

19 Restricted funds

The income funds of the charity include restricted funds comprising the following unexpended balances of donations and grants held on trust for specific purposes:

Movement in funds Movement in funds Movement in funds Movement in funds
Balance at Incoming Resources Balance at Incoming Resources Balance at
1 November Resources Expended 1 November Resources Expended 31 October
2019 2020 2021
£ £ £ £ £ £ £
Esmee Fairbairn (Conservation Manager) 26,553 50,000 (47,419) 29,134 40,000 (47,235) 21,899
R Day (Finance Officer) - 3,000 (2,500) - - - -
Jack Paterson Charitable Trust (TPP) - 2,500 (2,500) - - - -
John and Ruth Howard Charitable Trust (TPP) - 2,000 (2,000) - - - -
Topinambour Trust - 4,000 (4,000) - 4,000 (4,000) -
Tanner Trust - 2,000 (2,000) - 2,000 (2,000) -
William Dean Countryside Educational Trust - - - - 500 (500) -
Heather Society - - - - 6,500 - 6,500
Persephone - - - - 1,286 - 1,286
West Midlands Shows Fund 1,000 - - 1,000 - - 1,000
27,553 63,500 (60,419) 30,134 54,286 (53,735) 30,685

PLANT HERITAGE

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 OCTOBER 2021

19 Restricted funds

(Continued)

Directory - annual publication of National Plant Collections, their locations, contact details and other useful information

Threatened Plants Project - assesses plants threatened in cultivation, at cultivar, not species, level. NCH Training - workshops and education materials for National Collection Holders Plant Guardians - records threatened plants conserved by Plant Heritage members in their own gardens Database - Updating the National Collections database.

PLANT HERITAGE

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 OCTOBER 2021

20 Designated funds

The income funds of the charity include the following designated funds which have been set aside out of unrestricted funds by the trustees for specific purposes:

Movement in funds
Balance at
1 November
2019
Incoming
Resources
Resources
Expended
£
£
£
Area Groups
236,881
46,453
(46,680)
Project fund
80,000
-
-
Office Move
-
-
-
CRM
-
-
-
Risk Reserve
-
-
-
316,881
46,453
(46,680)		 Movement in funds
Transfers
Balance at
1 November
2020
Incoming
Resources
Resources
Expended
£
£
£
£
(66,591)
170,063
67,958
(37,704)
-
80,000
-
-
-
-
-
-
-
-
-
-
-
-
-
-
(66,591)
250,063
67,958
(37,704)		 Transfers
Balance at
31 October
2021
£
£
(21,026)
179,291
(80,000)
-
15,000
15,000
30,000
30,000
60,000
60,000
3,974
284,291

PLANT HERITAGE

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 OCTOBER 2021

(Continued)

Area Groups

Area Groups carry out activities throughout the year in accordance with the charity's objectives whilst remaining sympathetic and relevant to each group as defined by its members and geographical location. The Designated Fund represents the income and expenditure from group activities and the value retained in bank accounts as at the period end.

Project Fund

The Project Fund provides for spending on specific projects planned for the short to medium term.

Office Move

To fund the relocation costs associated with changing office.

CRM

To fund a new customer relationship management system.

Risk Reserve

For future operational shocks such as COVID.

PLANT HERITAGE

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 OCTOBER 2021

21
Analysis of net assets between funds
National
Office
Area
Groups and
Project
Fund
Restricted
Funds
2021
2021
2021
£
£
£
Fund balances at 31 October 2021 are represented
by:
Intangible fixed assets
77,930
-
-
Tangible assets
7,492
-
-
Current assets/(liabilities)
166,510
284,291
30,685
Long term liabilities
(7,342)
-
-
244,590
284,291
30,685		 Total
2021
£
77,930
7,492
481,486
(7,342)
559,566		 National
Office
Area Groups
and Project
Fund
Restricted
Funds
2020
2020
2020
£
£
£
48,726
-
-
10,111
-
-
159,900
250,063
30,134
(7,716)
-
-
211,021
250,063
30,134		 Total
2020
£
48,726
10,111
440,097
(7,716)
491,218