THE FRIENDS OF OXFORD BOTANIC GARDEN & ARBORETUM COMPANY LIMITED BY GUARANTEE FINANCIAL STATEMENTS 28 FEBRUARY 2021 Registered Charity No. 1111939 Registered Company No.. 05547805 THE FRIENDS OF OXFORD BOTANIC GARDEN & ARBORETiIM COMPANY LIMITED BY GUARANTEE DIRECTORS. ANNUAL REPORT FOR THE YEAR ENDEO 28 FEBRUARY 2021 The Directors have pleasure in p￿senting their report and the unaudited financial statements of Tha Friends of Oxford Bol8nic Garden and ArbO￿t￿M I'The Fri@nds'l. a company limited by guarantee and registered tharrty. for the year endgd 28 February 2021. LEGAL AND ADMINISTRATIVE INFORMATION Registered charity name: The Friends of Oxford BolaniG Garden and ￿￿Ore1￿M Charity number. 1111939 Patron: Hi5 Royal Highness. Princa of Walas Presldonl.. Lord Patten of Bames Conslilulion: Memorandum and AJticles of Association Company reglstrallon number: 05547805 Reglstèrèd and admini5tratiYe office: Oxford Botanic Gar(18n Rose Lane Oxford OXI 4AZ Tolephone: 01865 286690 Emall.. friends.administrator ob .ox.ac.uk Web.. wvrw.botanlc-gardgn.ox.ac.uk Secrgtary.. Mrs Anna Nasmyth Acxountants: Critthlgys Audit LLP, Oxford Bankers CAF Bank Ltd. West Malling. Kent HSBC. Oxford DIRECTORS The Directors who served on Ihe Board of the company during the year were as follows: Mrs Jane Annett Mrs Anna Nasmyth, Secretary Mrs Sarah Taylor. Chair Dr Jennie Tumer- resSgned 3 October 2019 Mrs Hemlata Bountr8, Treasurer Mrs Maura Allen- resvJned * October 2020 Dr Rebecca Mather Mrs Harriet Brelherton Professor Simon Hiscock Mrs Helen Potts Mrs Seonaid Danziger- appointed 25 January 2021 The admini51rator to the Directors of The Frignds of Oxford Botanic Garden & Harcourt Arboreknm is Isabella Raebum. THE FRIENDS OF OXFORD BOTANIC GARDEN & ARBORETUM COMPANY LIMITED BY GUARANTEE DIRECTORS. ANNUAL REPORT (continued) FOR THE YEAR ENDED 28 FEBRUARY 2021 Details of the Directors of The Friends aro set out below. M8ura Allen. appointed 2014 Is responsible for fundraising events. Maura trained as an art teacher at ihe University of Tasmanla. Hobart and tsught in both state and private sectors in Tasmania before mo￿ng first to N8w York thèn to London, whère she ran a small business for erght years. She retumed lo teaching when her Children were older and laught al The Dragon School for nine years. She recently retired to pursue her first love of botanical illustration and gard8ning. Maura also works for th8 ch8rtties Ernmaus. Fawnily Link8 and the Story Museum. Jane Annett. appolnted 2011. Is respun$ibl8 for organising a prcoramme of fund-raising visits to gardens thin reasonable reach of Oxford and has been dolng thls for th8 Fdends slncg 21105. Jane tralned as 8 tsacher in Cambridge sp8cialising in BiologylBotany and has taught 3 yaar olds to 90 yaar olds in her time. Her final role wa¥ heading a Field Study Centre in Headinglon Quarry. In 1995 the Study Centre brought students to th8 Botanlc Gardens forjoint lectures on plants and the environment and they still visit to this day. Hemlata Bountra, appointed May 2013, Is r8sponslblè for flnanclal 8dministralion as Treasurer. She is a Chartered Accountant and eurrenlly work3 al St Hilda's College, Oxford. Before coming to Oxford, she had similar rol8 at Murray Eoknrds College in Cambridge. Previous fin8nc8 roles included stints in th8 hospitalTrty, e-commerce ￿ manufactudng industy. She is also a trustee of Donvilte Hall. Harri&t Brethorton. appointed Othber 2017, is responsible for organising garden visits and Ihe Forum. For most of her worktng Ilfe. Harrfet was a Probation Offi￿r in London. On rnoving to Oxford in 1993. as monager. she rnoved to the Family C¢Mrt Service, which Iri 2001 became the Children arKI Family Court Advisory and Support Service. Harri￿ ènded hèr car88r as the CAFCASS Resear<* Officer. Sin¢x her reUrem8nt. hor rnaln Interest has been with the FOBGA. She is also a Trustee of Flexicare. a charity which provides babysitting for skk and dlsabled chlldren. Simon Hiscock, appointed in 2018. is Director of the Oxford Botanic Garden and Arboretum. Simon read Botsny at w0￿518r College Oxford and gained his DPhil at Oxford in 1993. In 2000 he moved lo the unlvers￿ of Brtstol a8 a lecturer In Plant Sclences. He was subsequently promoted to Reader {20031 and Professor of Botsny in 2007 and served as Direcior of the Bristol Botsnk Garden from 2000-2015. He retumed to Oxford in July 2015 to takè up his currnnt post and a F<owship at Christ Church. Simon ts a twstee and Scien*ffic Secretsry of the Linnean Society of London and a trustee of the New Phytologi5t Trust. He Is Edttor In Chlgf of P18nts, People. Planef. 8n opgn-access interdlsciplinary plant sri8nca journal. Rabacca Mather, apwjintèd in 2016, is responsible for membership r8cruitmenL She has lived and worked in Oxford since 1971 where she train8d as a doctor and was Consultant Psychiatrist for 23 years. reliiing from cllnical practlce in 2013. She was Assoclale Dean at Oxford Deanery for Postgraduate Medical and Dental education until 2016 and is a Trustae for Rose HIH Junior Youth Club. She gardens in Oxford and Comwall. Anna Nasmyth, appointed 2009. is Company Secretsry. After a career in publishing in the UK and USA, Anna moved wlth her family to Vlenn8 and became involved In thg Mendgl Centre In Bmo, Czech Republic. first as Project Manager and then as the Chlef Executtve 0ffi¢6r. The Mendel Centre established the Mendel Museurn of Ganatics in Bmo and sèt up an annual lecture sories. The Mendal Lactures. She is also a trustee of Mda. Sarah Taylor. appointed 2005. helps wlth actwittes lor the Bobarts Patron Group and is a membèr of the Vlsilors. She studied biochemlsty at Oxford then worked as a fijnd manager for Philllps and Drew and Unlon Bank of Switz8Fland. She retFred in 1991 to become a mother. Since 2000 sh8 and h8r htjsband have r8Stored the Tudor house at Rycote. nèar Thamè, and have created a new garden there. Her other charity involvements include the League of Friends of Thame Communty Hospital and Sylva Foundation, wh￿h she chairs, The Oxfordshire Victoria County History Trust and Oxford Lieder festlval of which she is a trLtstee. She wos High Sheriff of Oxfordshire 2016-2017. THE FRIENDS OF OXFORD BOTANIC GARDEN & ARBORETUM COMPANY LIMITED BY GUARANTEE DIRECTORS, ANNUAL REPORT (continued) FOR THE YEAR ENDED 28 FEBRUARY 2021 Jennlo Tumer appolnted in 2006, (resigned 3 October 2019) was Company seC￿lary trun 2006-2013. She is rasponslble lor the activlUes of the Bobarts Patron Group of members, which she establlshed In 2004 to provide extra funds for the OBGHA. She worktrd as an immunologist in the field of allergic lung disease in London, Harvard and Oxford and sinca retirement h8$ been involved V+ilh the Oxford University Newcomers. Club and 18 an Associate Fellow of Green Templeton Coll¢ge. Helen Potts. appointed in 2019. is responsible for the Bobarts Palron Group. She moved to Oxford in 2007 and has been a tnjstee ol the Rose Hill Advrce Centre and Chaimian of the Friends of St Mary's. 1ffl8y. She k)ined the Worshipfijl Company of Gardeners in 2014. taking Llvery In 2015. As a Court Assistsnt, she sits on Iwo commlttees- Cornmunicalions & External Affairs and Electlon & Membershlp AffalT5. She has opened her garEl¥n as part of lffley Villagg'5 NGS day each year since 2009. Seonaid Danziger. appointed in 2020. Is a mathemaliclan and keen photographer who moved frorn teaching maths. chemisty and ￿mpUter sclence lo working in IT for the NHS. She served for 20 years as a lay Magtslrale on the Oxford bench with a specialist role in YoLrth Courts. When she retired from the benth. she was appointed a School Govemor, and subs8quenUy became a trustee of the Northem House Schools Academy Board. She was for many years edltor of the Frtends. e-bullefjn. She ha5 now taken on the role of managlng the voluntsers for the Frfends. recruitlng and organlstng and matchlng voluntsgfs to roles for evants. THE FRIENDS OF OXFORD BOTANIC GARDEN & ARBORETUM COMPANY LIMITED BY GUARANTEE DIRECTORS. ANNUAL REPORT {¢ontlnu•d) FOR THE YEAR ENDED 28 FEBRUARY 2021 Prbr lo the Incorporation as a company limited by guarantee in August 2005. The Friends was a registered charity and its affairs w8ra managed by a Councrl. Sarah Taylor119971. Jennie Tumer119991. Mary Isaac 12000) and Richard Mayou {20021 were appointed to the Council of The Friend5 in the years 5hr)wn. AIMS The aims of The Friends of Oxford Botanic Garden 8nd Arbrxetum are to support and assist Ihe work of Ihe Oxford Botanic Garden and Afboretum (￿e Garden'l. The Garden, part of Oxfor(l Unlversoty, has obpctive8 which benefit both the University and the general publio These are to make th9 plant colloctions: a focus for rèsearch, tèachlng and collection based scholarship wilhin the University. a research rèsource for a vAde range of extemal scholarfy users. nationally and int8mationally'. a f3cility for communicalion and interaction be￿een the University and the public., an educational resource for sGhools an(f for tsrtiary educational institutions.. a catalyst lor lifelong leaming arKI ¢ullur31 recreation in the immediate region. and for national and international visitors.. and an actrve contributor to the cultural and ￿OnOmiC development of the regi)n. Thg Gardgn was fomied in 1621 and Is the oldesl botanlc garden in the UK. It has a long history of serving both the University and the publtc with consetvation. educational and recreational themes. The Garden participates In a global stratsgy for plant o)nservatbn wtth other leadlng botanic g8rdens around the worfd. through a programme of propagatlon and dlstrfbu(ion of ￿re plants. Al the Arboreknm, the wO￿landS and wtld flower meadows are managed to ensure these habitats arn conserved for fu￿re generalions. Through its staff trainee s¢heme the Garden makes a major conlribulion to the ￿eation of the next generation of horticulturalists for the UK and ovèrseas. In addition, both the 8olanic Garden and Ihe boretum provide recreational facilities f￿ the publi¢ to enJoy throughout the year. Durfng the yaar there were 129,036 {2020..216.6841 visitors to the faciliti&s. of which 21,355 12020= 21.050) were children. Vi%tor number5 were down as both the Garden and Arb¢xetum were closed for part of the year due to Cowd restrictions and visitor numbers were restricted due to social distancing measures in place. The Trustges are mlndfijl of their duly to ensure that the Charity's a¢tivibes a￿$t for the public ban•fiL Thay have constdered Charity Commission guidance in section 17{51 of the 2011 Charities Act. and are satisfied that the performance aThJ achievements of the charity during the year. as outlined below. are consistent with this duty. STRUCTURE. GOVERNANCE AND RISK MANAGEMENT The Friends of the Oxford Botanic Garden and Arboretum is 8 reglsterod (*arfty and 8 company Ilmtted (by guarantee. The Friends are govemed by a Memorandurn and Articles of Association and ts managed by Board of Directors. The Directors are charity trustees as defined by Section 177 of the Chartuès Act 2011. The Dire¢tors 8re elected for three years by m8mbers of The F￿9ndS at the Annual Gener81 Meeting. A third of the Q)Irg¢lors musl retlrg 9a¢h year. but may stan¢Y for rg-elgctlon. Separat8Jy, the Universty of Oxford is entifjed to appoint an additional Director for a three-year term of office. Since Septembar 2018. this post is held by Mr Simon His¢o¢k' Diiertor of the Universty of Oxford Botanic Garden and Arboretum. THE FRIENDS OF OXFORD BOTANIC GARDEN & ARBORETUAI COMPANY LIMITED BY GUARANTEE DIRECTORS, ANNUAL REPORT (contlnuedl FOR THE YEAR ENDED 28 FEBRUARY 2021 The Directors have the power to CO-OPI members during the year. Board meetings are held at least three Ilrnes each year. Manag8ment of mèmbership recTuitment and publicity, special wents and visits to privat8 gardens is delegated to small groups of volunleers. Durfng the year all the members of these small groups met three t￿eS with the Directors as the Forum ofThe FI￿nds. An administrator wh) 1$ a University employee supp)rts The Frtends on a part tima basis. The accounts are examlned each year by an Independenl flmi of charte￿d accountants. The major risks to which the charity Is èxposèd have been reviewed. Tho Directors aru sallsfigd Ihat procedwes arg in place lo Mitigate the Fisks so far as is posslble. ACHIEVEMENTS AND PERFORMANCE It was B difficult year for the Friends, as for many charltles. du& to the p¥ndemic. M05t of the normal actiwty, whether garden visits or fund-raislng events. had lo be can￿lled or poslponed. In addition, both th8 G8r(lèn and Arboretum were closed for part of the year in Ilne with govémment restrtcllons. When reth￿On$ were eased. numbers of visilors wgrè rgslrrcted due to social distancing rule. There was as a result a small dedine in membership from 3.402 to 3,296 which w8s disappointing, however there has been an Increase in numbers as restrlctions have eased and we af8 hop8fiJl for a swift ratum to pre- Covid levels. We look forward to cglgbraling thg 30 anniversary ol the founding of the Friends and the 400 of the Garden. The Frtends contlnued to provide financial and volunteer SLVPQrt to the Garden. They bengfft from dose relatlonshlps with Garden and ArtK)retum st8ff and from enthusiastic help from many membeTS. Durfng the year. a new database has b8an Install￿ whlch makes compliance wth GDPR easier. gives far mofe llexlbllity in communication with and administration of members and allows the purchase of membershlp online. It will in due course also allow for bcoking garden visits Drdine. Morer)ver, sgtting it up has invofve(l a welcome dean-up of our records. Fund ralslng". The Friends raise ftjnds from membership subscriptions. vtsits to thlrd paty gard8ns, sp8Gial evènts. legacy donations and from occasional appeals for specific Garden Projects for which altematlve frjnding is not availabl8. During 2019. Ihe Friends launched an appèal to tmprove the paths at the Aiboretum to make this rnore accessible for all. This appeal was kunched to matk the 400, anniveTsary of the Botanic G8rden. which wlll be celebrated in 2021. The appeal also supports the Garden and Arborotum wid81 strategy for a vlsitor centre. To dale the appeal has ratsed £226,866. The target is £750.000. As well as asknng Friends for donations. applications are being made lo grant making trusts for bJnd5. The Directors Con￿nUe lo make increasing subscription Incorne a priority. Efforts to recruit at Garden events and to •ncouragè Friends to introduce new members. either diredy or by gift subscriptions. are being irtcreased. Most visits lo other gardens by Membe￿ of The Friends and by the Bobarts Patron Grotsp Wa￿ postponed or ncelled due to corona virus restriclions, as was th8 May moming and New Colleg8 Opera. Overthe last 10 yaars. The Friends have raised £2.02m and made grants to the Garden totslling £1.65m. THE FRIENDS OF OXFORD BOTANIC GARDEN & ARBORETUM COMPANY UMITED BY GUARANTEE DIRECTORS, ANNUAL REPORT (¢ontlnu•d) FOR THE YEAR ENDED 28 FEBRUARY 2021 Grant maklng Funds gen9rated, net of costs. are transferred to the Botanlc Garden to support the strategiès and prioribes of the Dirèctor of thg Garden and the Visitors. The exact purpose and limlng of Ihe transfer of fvnds is 8gre8d be1w￿n the Directors of The Friends and the Garden representatives from tsme lo time. Subscfiplion Income, net of administration costs, is allocated to minor projed5 and funding needs ol the Garden. During the year. a total of £119,571 (2020: £132.5091 was commslted to the Garden for the following pu￿0$¥$. 2021 2020 Improvernent of facilities Staff development 50,661 20,000 34.021 28,750 Plant collection management Pub5ic educational programmes Equlpment & Other items 10.000 63,215 3.523 3.000 38,910 The main grants wgre for the continuing enhancoment of the plant collections for research, staff professional development. emergEn¢y paths repairs and iaising awareness about the Arborgtum as well as a programme of new much admired interpretation at the Botanic Garden and al Ihe Ats)rglum. In addition, a grant was glven lo fund the costs of the digllal content officar. Volunteers In addttlon to the considerable voluntary input to the work of the Friends, volunteers play an Incrgasingty large role at bolh th8 Garden and ArbO￿t￿M in gardening and other tssks. Admlnistratlon and Communleatlon: We have a very happy arKI frLFitfiJl Working relationshsp With the Director, Professor Simon Hisco¢k and have been pleased and exclled to have been able to support the first stages of his ambitious plans for both the Botanic Gardgn and Artjoretum. We are planning con￿derable support lor numerous projects in the years to and beyond the 400 anniversary. To help r8du¢e costs Friends are encouraged to pay by Dlrect Debit and to receive communications. Including the Newsletters. by email rather than post. Over 82% of Frtends now pay by Direct Debit and 86% have aulhorised o)mmunication by 8mall, IncludSng the e-bulletin. and have elected to receive the New$18tters by email. The Friends contlnue tr) benefft from the very considerable voluntary work of members of Forum and other Friends. Bonellts to Frtènds: Friends benefft from the opportunity to join speclalty ￿anISed vlslts. as well as PFiority booking for spedal ovents and Garden adult edui%tion progiammes. Three Newsletters are sent lo the Friends each year. Whilst these Newsletters are produced primarily for the Friends, they are also available to the public in hard copy at the Garden shop and through The Friends, website. Those Frienijs who have registered their email address with the Garden office receive e-bullelins three limes a year b8twe8n Issues of the Newsletters. The Friends, website 15 part of the Garden website and continues lo ￿ enhanced. The Frfends also have reciprocal visiting rigms at certain other UK gardens. The monthly Coffee Momings with Gardèn tours are very popular bul sadly have had to be susp8nded this year. THE FRIENDS OF OXFORD BOTANIC GARDEN & ARBORETUM COMPANY LIMITED BY GUARANTEE DIRECTORS. ANNUAL REPORT (continued) FOR THE YEAR ENDED 28 FEBRUARY 2021 FINANCIAL REVIEW In¢ome.' Subscription ineome, èxchjdlng Gift Aid tsx refiJrKfs was £131,460 (2020-. £119.5271. up on the prevKJu5 year due in the main to inctease In membershlp fge. The contribution from garden visits and spedal events was £552 {2020.' £32,4641- This decrease ￿ due to most events being postPDned. Othor income. included donations of £94.496 (2020= £81.875} £63,594 of these donations were for the paths appeal. In addition, there was investment income of £26012020-. £601}. Expgnditure.. Grants totalling £119,571 12020: £132.5091 were made to the Gar(ten. Governance and communication costs were £43,837 12020: £34.9911. The costs were hSgher as a new datsbase was introduced to manage thè membership and streamline the administrative pro￿sses. Most of Ihe costs of The Frtends relate to the production and circulation ofthe Garden Newsletter to Frfends three tknes a year and admlnlstralive supporL Cash: Th& total (x$h held al 28 February 2021 was £458.521 {2020'. £456.4691. Of this amount £148.967 has been committed to the Gardons and will be spenl in the coming year. In addition. a minimum of £30.000 is maintained undor the ros9rv8s policy as set out In the next parag¢aph. Resorv•s pollcy: It is th8 policy of The Friends lo maintain unreslricled general funds. whlch are the free reserves of the cvmpany, in exces5 of £30.000 at a51 times. The minimum level of theso reseNes should be available as accessble cash deposits. This allows The Friends to be able to rospond immediately lo requests by the Garden for grants in order that the Garden may secure third paty matching fijnds. This minimum level of unréstsicted funds should also allow all commitments lo be mel in the unlikely event of The Frfend8 ¢easlng lo exlst. Unrestricted fijnds were malntalned abovè thls level thrwghout the y88r. HISTORICAL RECORD The growth In membershlp and finandal record of Th8 Frfends over the18st flva years 1$ sd out below= Membership Funds raised (net of event costs) Appeals Other £000 £000 Grants rnade Total £000 £000 2016 2017 2018 2019 2020 2021 3.164 3.247 3.317 3,537 3,402 3.296 200 202 220 199 200 202 220 199 299 183 164 228 176 192 133 120 163 64 119 FUTURE PLANS The Directors were pleased with the fijndraising appeal for the paths at Ihe Arboretum to support the Gardens 400 anntversary. Wigorous efforts will continue lo be made to increase wnembership incotnè. The Director of the BotsnS¢ Gafden & ￿b0[et￿rn is very kggn to extend (x)118bor8tion wlth Thè Fri9nd$. Wa believe that the r8811saUon of present plans and a highef public profite provide opportunities to increase our membership and incom8. We ar8 working very Closely wtth the Garden staff on ideas to ￿¢rea$9 income from all sources at)d to gbV¢ Cost effective support lo the evolving stratsgies the Garden and Arborelum. THE FRIENDS OF OXFORD BOTANIC GARDEN & ARBORETUM COMPANY LIMITED 8Y GUARANTEE DIRECTORS. ANNUAL REPORT leontlnued) FOR THE YEAR ENDED 28 FEBRUARY 2021 GOING CONCERN The Directors are not aware of ary rèasons that ¢harilable company will not continue in its aclivi118s during the next 12 months. FRIENDS AND VOLUNTEERS The Friènds depen4Js upon the continuing financial generosty of its rnernbe￿. That support is appreciated grea￿Y and allows The Friends to help Ihè Garden to continue to develop for the benefft of the University and the general public. The FrTends also relies on the tlmg and effort given by its many voluntsry helpers. The response to the request for new volunteers has been very posilive and we are most grateful to those who have stepped forward. The Directors of The Frlends and the Garden management and staff are indebted to all those who glve Iheirtime freely in support oftho activllles of Th& Friends. THE FRIENDS OF OXFORD BOTANIC GARDEN & ARBORETUM COMPANY UMITED 8Y GUARANTEE DIRECTORS, ANNUAL REPORT (contlnued) FOR THE YEAR ENDED 28 FEBRUARY 2021 STATEMENT OF DIRECTORS. RESPONSIBILITIES The Dlreclors are resF(*nsible for preparlng the Dlrectors. Report and the financial ststements in a￿(￿dance with applir%ble l¥w and regulations. CownpaTry law Tequire5 the Directors lo prepare ffnandal statsments for eac* flnandal year. Under that law they have elected to pwepare the ffnancial statements ￿ accordanc8 with thè Flnancial Reporting Stsndard for Smaller Enttties and applicable law IUK Generally AcLepled Accounting PraCt￿e appIl￿ble to Smaller Entstiesl. Under company law thè Directors musl not approve the financial statements unless they Are satisfied that th8y gwe a true and fair view of the state of affalrs of the comp8ny ar￿ of the profit or loss of th8 company for that period. In preparing these financial staternents. the Directors are required lo.. select suitable arminllng poloctes and then apply them consistently.. make Judgments and estimates that are reasonable and prudent; and prepare the financial ststements on the golng concem basis unless rt is inapproprtale to presume that the company will continue in business. The Dlrectors are responsible for keeplng adequate accounting records that are sufficient to show and èxplaln thg coThpany's transactions and disclose with reasonabl8 ac(￿raCY at any lime the finandal positlon of the company and enable them to ensure that the financial statsments compty with the Companies Act 2006. They are also responsible for safeguarding the assets of the company and hence for taknng reasonable steps for prevention and detedlon of fraud and othw irregularities. REPORTING ACCOUNTANTS Al the Annual Genèral Moeling held on 25 January 2021 Ciilchleys ALFdit LLP were appointed to act as reporting accountants for th8 accounts to 28 February 2021. SMALL COMPANY PROVISIONS Thi5 ieport has been prepared in accofdance with the provisions applicable to companigs subject to Ihg srnall companies regime under the Companies Act 2006. Registered office: Oxfoid Botanic Garden artd Athrelum Rose Lane Oxlord OX1 4AZ Slgn8d by order of th8 Dlrectors CLI Anna Nasmyth Company Secretary Date.. 14 THE FRIEIIDS OF OXFORD BOTANIC GARDEN & ARBOREfuM INDEPENDENT ￿MINER's REPORTTO THE FRIENDS OF OXFORD BOTANIC GARDEN I report on my ex8mlnatton of the accounts of The Frfends of Oxford 8otsnlc Garden & Arboretum (the company} for the yoar ondad 28 Febn*ry 2021. Responslbllltles and basls of report As the charity trust*s of the Company {and also its directors for the purposes of company lawl you are resw)nsible for the preparatTon of the accounts in accordance with the requirements of Companies Act 20111'th9 2006 Adl. HavSng satisfied myselfthat the accounts of Ihe company are r￿t ￿qUIred to be audlted under Part 16 ofthe 2006 Act and a￿ eligible for independent examinalion. l ￿port in respect of my examination of your charitys acwunts as C8Triéd out under section 145 ofthe Charities Act 2011 Ilhe'2011 Act'}. In carying out wny examlnation I have foifowed the Dlr8¢tions given by the Char￿ty commissi￿ under section 14515llbl of the 2011 Act. Indapgndent axaminerf$ report I ￿nfirffl that l am qualffied lo undertake the examination because l am a member of the Institute of Chartered Accountants In England 8nd W8108. which Is ono of tha118ted bodles. I have completed my examination. I confirm that no matters have come lo my attentiork in connection with the exemin¥lion giving me cause to believe= 11 accounting records were rtot kept in respect of the Company as r8quir8d by sectton 386 of the 2006 Act.. or 21 the accounts do not accord wllh those 8ccounling records., or 3) the accounts do not comply with the accounting requirements of sectton 396 of the 2006 Act other than any Tequir9Tnent that the acC￿nts give a 'true and fairf view which is r￿t a matter considerod as part of an independent examinaliDn- or 41 the accounts have not been prepared in accordance wilh the methods and princ4Ptes of th6 Ststsment of Recornmended practtce for accL>unling and reporting by chariknes applicable lo thallties preparing their acwullts in accordance with the Fillancial RewrUng StsndaTd applit￿ble in the UK and Rapublic of Ireland {FRS 102). I have no concems and have come acr05S other matters in connedion wtth thè examinalon to which attention should be drawn in Ihis report in ￿der to en8ble a propel understanding of the accoLbnts lo be reached. Name of examiner. Katherine Wilkes Name of firni: Critchleys Audit LLP Rèlavant professional body: Institute of Chartered Accountsnts in England and Wales Address: Beaver House. 23-38 Hythe Bridge StreeL Oxford, OX12EP Date: 16th June 2021 10 TheFhBntsofOxlord Bolanlc G&rd4M & Art￿retUrn statsm•nt of FIn￿¢[al AcllvllhB ForthFyearor>dBd 2B Fgbruary 1021 [fid￿lI In¢omgand nd1bjr9A￿OUDt l￿￿5￿Cted Fle5trfGted Fund5 Fund5 Totsi 20 2D21 In¢omo An(kJ4wn8ntsfrom.' Dorollons and subs￿p￿0DS charitab￿ In*sbn8nl incfjrne 162.362 3.487 26D 225,956 3,487 260 1.402 T+)tal I￿orn• 166.ICQ 229,703 360,914 EYpBTrJttureon: Rawry fvr charikab￿ g¢tMd•$ 12.9351 12.436 126h471 1132.5091 134.991Tr 143.83n 143M371 Tolal 66.$431 1193,947 N2t In¢om•l IDxp•ndWyrel b•thv•r•f• 12341 6?￿60 166.967 Nst15Komelleywndknro1 forth? pBrtod 12341 S3￿60 166,967 Notmovomwrt InfLmts 63.594 65￿6￿ 166,551 P•coft¢lllotlgn oFFui FundsbrougMfor*Atd 8t 1 Morch 2020 79N 163.27Z 76.7 Futyds cwrlthl fo￿rd#t28 F•btU•ry 2D11 Offi￿￿￿al indudesalgainsand k)s6&9 rBctynW In tho￿ar. JI iTKcqr* expenditured2nYe5 from conlinuing acthitie5. Th• Frf*ndsof Oxford &)ianiG G•rdgns &AA¥tyrntL Shèèt At 28 Ffjb￿ary Z021 CompAry num*.. OS547605 2021 2020 ¢urtentasSBts io 26.983 34,3B7 456,469 4WJ,666 Cash atbarl( In haNJ 4a5.504 ablW*B Cr•JkN$'. Ajmuntsfalthg dLthI Wiln year 167.49 1225J3 F4t£urtent 35Egts 266.024 To1￿ 3SE•ts * curtsnt lia1x1￿8 328.0 264024 ttor% knounls fal￿9 dL*after more Ihw one 72 lJ.9 14331} Nota8sBIA•x¢ludlw pDnJlon Ilablllty 306,0SJ nn8d t*rrtfii ￿nSIOnSchw￿le￿ 30S.053 242.613 Funts.. Reslri(led fun63 Unr05tricied frjnds 13 221.010 79.tJ7 163,2T2 Total lund¥ 241 Ihe tireL*crnaFe Ih•tlhtruxr￿d￿Y WAS ¢DlWto 8xwfVt￿n ￿￿*se￿[0n477of1I¢ Compw*g p%t￿o6 and IhotmBrnbws not rnwiTrdai authtin accordan￿ %thlh sed￿n476<*the ¢onpanksAct 20rts. finandal st*lrrrt￿rQ ap￿%￿d by the trL￿1&and qllthorlwforlssth o behaNb nd are Jill￿d ￿ tyr LLrty &IAh Taylor thair Artna knrnyth Companyseuetary 12 Th•Frlond5 of Oxford aotanlc Oarden5 & Arborolun Fortlwyo8r•ndBd 28 Fwbruary 2021 1 SlatomBnt of Accou￿n9 Pollcl88 8as15 of accounting ThB finanGial 51atamBfjts h** pt8pa￿d in iJiit8d Kingdom ACCO￿vn9 star￿ardS, fft parliwlar'FRS 101. The Finanu81 Repor￿rg StaThgRFd applicab￿ in the UKand Repub5icof Ir*and' IFRS 1021. The Ffien&s Is a Public benefji•niityforiheputposes otFRS 102 a registered cnarity and ha$the￿I0￿ alsoprnpared tr*flnanciql statvnents pi accordaD2ewkth'Th8 StsteThnl of R¢uJmn*nrted Prtho to rharilieswBpar4ny IfKkfinan¢4al stai*npnts in athxrdancewrth FRS 102, IThB Ch8Fiiy SORP IFRS 102)). Ihefnan¢wl #tatt￿ts Iwn prtpa¥ed on # 90ing ¢ortc￿ 8twJon hK8t¢rical o)stba¥4 the prirwal accountiw pC4￿￿S •ted are5et rMJthehsw havè bEen apphBdGir￿sler￿ty Ihfoughwtthèytar. Cash Flow Statemènt The Trustees hAve tAken thBntaJe DflheeAemptitin in Se￿0￿ 7 ofFRS 102fr¢m indudlng acHsh ffrthstaterrenl finanrkilslaternents onthe yrDund5 Ihal thech4￿ty ￿ sma Incomlny rBsourcqg IncornirvJ resource5 8re indLkled ID ihe$l•tement of1kn2nrial arthilies %¥hen thefth8fityi4 le9a1￿enbt￿d to Ihetr£crfn? an the ¥rnouDttan ts9 quanlrf￿d with reasonab19 accurxy. No ￿n￿U￿￿ arg indudBd in th8fit1an￿aI st*E￿w￿l￿f￿raeN donated by VLqunie8rG ordonal&d fa0rrt￿&. Pees re￿Ned lor life membersh4?are r8ka59J in 4ual amDunts to uKomino SOUT￿ ￿r2Q years. in Iheyoar of re¢elpl oflh?8ubspwii Ottrnr mBwbw5htpfees are recoww Inthe yearcff8c¥* and0vr￿rtUrti rtlated tufi￿d adlyth8$8re rtt(gntsed ffi lheyear1hat￿ IntÉrBsI iecèlvab1&fDfi*8 rjn bank dwts ￿ based on inlÈffjsl durin9lhe yeor adlu5tedforlhe arKountof 18fvst rècÈiyBd af¢prlh&yearend that related lo me ￿ar1￿$t¢￿￿B￿. Tax Trfund& are Ind￿ded on the bas& 011￿￿￿]rn guhDrtt8d aftgrthegnd ofthe yearfor*thth ￿l￿g wfjpaiod. Re8OUr￿ expended Al expendilwe f￿fjn 8n a*A¥￿Il￿SSI8 ond has beeTh¢l8sgthd heodingsthat 4gwate *1 COSL8 rdatedto Ihtr catewy. Flxed 888018 and depreclallo The Chwity ha5 fflo [￿ed assets. Taxatson Tho Fil￿d* & * r896*rtd cthathy8Md e%Mptfromt￿ on InDJrneand gan5. N ￿￿t￿￿￿￿r8d for V84u8AddedT (VAT). Fund8 aceounllNg G8neT81 funds *e un￿1cl￿d fu￿5. whKh ¥VaIlab￿ fw use atthe dwetTon ofthe lurtheran*dthe general objedvesof the charty andY4hich have nrt beeThthslgnat￿ fw otbprpv￿tsses D2spJnated fimds cornpn5e resirthd fundslhatha* asthby DKoGt¢fs for part￿U￿rpUrpQ$e5. Tho arn and use ofany lur* ￿ sel ouilll the ncée51o the ￿arK￿ryI slaterneD15. ResiriL*ed fLmd$ 8￿fU￿rdS￿hleh areto be used in ar£Ordan￿ oreslriolltyis hwosed by donoT8 orwhttt raw tythe thailiyforp3rtku&i puws. 13 Th&Fr¥gnts of OxfordBotwty¢ Gard￿￿ &Arbwtw Notès kn th&fir￿￿¢￿I slatsmerds For yearendR021 Fer￿ry 2021 2 Incom• trom and ￿93¢1•8 Lknr•$l￿tl￿ R•stdetod 2021 2021 Toi41 2DZi Total 202 Donation$ MemberSh*>sU￿￿1￿Kl￿S I￿￿19h7 ah51 Gttt8kl 5.646 131.460 Z5.256 62,067 67.7t3 131A60 28,713 15t.793 119.$27 082 1.527 162.362 63,594 3 MBmbw5hlp Yotsl 20 Yotsl )20 1254 1.75D IA22 1,7 Jcinl Ibartsing Ooban JDlhl Lhfè Sln9 Danby Danby Joirt 10 3A02 3.296 Unmtrithd Rostrfcted ¥2t Jzf Total 2020 2021 10 oa¥d8n5 Concerts. opera (6371 4,094 16371 40Y4 31A34 lo￿56 1191 14390 E¥eniry olddhjhts Totsi 20 20 Bank inlwl 601 Ralsingfund 2021 2021 2021 2020 Sil$ io g8rd8n$ rxbnc8rts. ¢wra Other Evernl￿ of deJ￿ht# P81hs app2al 2,936 l3.W48 1,494 26.447 2,535 14 Th? Fr¢wwjs￿orftsnl BDianic Gard￿ &AFbDrnllm tlotsytoihe ftnanclAlststements FoTtlw year trn(IBd 20 February 3JZI 7 IW¥r•xpondlu (knnts toOxto¥d Fotsnl¢ Gwd•R ••xbor•tum 2021 2021 2021 2D20 nwovewtoftsr41itie5 G1155hou5e propagation fa￿1113$ Jbofebjrn Aw4rgngSs& Signagè InterprelatiDn gr(¥ect Palh5 repair bjlb pknithg ,221 16,034 10,595 17.398 16,D34 10,595 11,398 19MOD StAII profess￿￿ 8UPPOrt ft*$taff ceots Plarti ¢4Mtiebon manageTh?nt Enhartthg Ce4￿&￿$ 28.750 20,QOO 10.wo 64216 Pub￿CedUCat￿n and Commun￿al￿n EducatioTrWr4rarrrf￿ support Small e4uifftnt 40othAnnwe￿rySLWort Danbyknds 4.400 16.(JlO 18.510 119.571 3MIIO 16,DOO 18.510 119,sr1 132,SD Clhercos Tolal Total •)20 202f N￿￿1•r& rwBI p￿tsJe Prirtin9 and Solh¥are fee5 aTrJ IT S￿PpDrt Admhii51r4tion & otherw5ts Go¥em￿￿- irdependerdexamirraton lee 10,82S 10,825 12.898 1.261 391 354 18.6D8 1.SBD 10.672 17,597 10,672 17￿7 15 Frtondg of Oxfrjrd Boianle Guderns&A*bov•thJn ForthDyear•nd•d 20 F•brw 2•21 S141FCa$16 Thelru5tees n￿￿er ¥yr8rnun8rniion during the yew12020.. £01. Ew?M¢> relaUn9 pthAllyto and b￿lIr￿ £0￿￿re EoknburEqd to fDwTru¥tee¥durfn9th8 ￿￿rr2020.. £5.1641. 10 DJbtor¥ 2020 ftalddeblor Ottr*rdBbtrrfs 2$￿$1 3Q082 11 Cr•dlt¢rs: amourtsfalllngduA wAlhln on•￿ar 2020 e*aits payab 212,3 m$mLWs￿P 5th8c￿1￿)nS 15T.4B5 12 Crgdii•rs'. arnourt¥f￿Il￿g￿u• In or￿tarth￿ wv4r Jzi 2D20 Ufo momber¥h* sthctipb'¢ns 21.956 21331 A31 16 Tha Frf•)d$ ofoxford eo1•￿¢ Gard￿ &Arbornt¢ith No*•s tothoffinan¢l•l stat4m8rt9 Forthpyeor￿¢tsd 28 February >)21 13 BèkJnc•at I March anc•at 28￿eb zo21 Incomo Expondltwg andtranslgrs P4strf¢¢ed f￿￿5 orewm Paths 16J,272 16&2T2 .594 I26￿￿& 226816 fvr UnB￿ricted furtd5 79.421 7%421 166,1C 166.109 1166.343) 1766.34Jl ,187 79.187 Tolal fur 24U93 T49.7 166A43 306.053 Compsr4tlv•knd• Balanc•8t Zg Feb l Mar¢h 2019 Galn4 losses l105lrktsdf￿d5 Fh)tts¢tslturaiirainea fthd* bo¢iurn P¥lk 28.7SO (2B.7501 (s,7￿) 134,4711 169,fp)) 169.Dty) 163272 1fj3272 28.70 Un￿8]￿￿￿ fu￿￿¥ 191,914 191,914 1159.470) 159.4 79A21 46.977 Total fund9 76,727 0,914 193.948 242.693 Horbcullute fijnd donations wete fc