REGISTERED COMPANY NUMBER: 09069349 {England and Wales)
REGISTERED CHARITY NUMBER: 1159058
Report of the Trustees and
Unaudlted Flnancial Statements for the Year Ended 31st March 2025
for
Gilbert White & The Oates Collections
Sheen Stickland
Chartered Accountants
2 Oriel Court
Omega Park
Alton
Hampshire
GU34 2YT

Gilbert White & The Oates Collections
Contents of the Financial Statements
for the Year Ended 31st March 2025
Page
Report of the Trustees
I to 16
Independent Examiner's Report
17
Statement of Financial Activities
18
Balance Sheet
19
Cash Flow Statement
20
Notes to the Cash Flow Statement
21
Notes to the Flnanclal Statements
22 to 32
Detalled Statement of Financial Activities
33 to 34

Gilbert White & The Oates Collections
Report of the Trustees
for the Year Ended 31st March 2025
The trustee5 who are also directors of the charity for the purp05e5 of the Companies Act 2006, present their report
with the financial statements of the charity for the year ended 31st March 2025. The trustees have adopted the
provisions of 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 IFRS 1021 (effective l January 20191.
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Gilbert White & The Oates Collections
Report of the Trustees
for the Year Ended 31st March 2025
OBJECTIVES AND ACTIVITIE5
Our Vislon
To inspire journeys of discovery in the natural world to make better lives for people and the planet.
Mlsslon
To create a place where everyone can connect with nature and learn from explorers of the natural world, showing the
way to a sustainable future, collaborating widely and, following in the footsteps of Gilbert White, sharing our
passion to observe and record nature.
Purpose
In furtherance of our mission, our purpose is to create a stimulating environment where people can discover and learn
about the natural world. We do this by offering a wide range of activities that appeal to all kinds of visitors
from
exhibitions, our historic house, gardens and estate, to Inspirational museum displays, rare artefacts and books, and
learning experiences for students of all ages. We aim to inspire people to become explorers of the natural
environment and, through thls, to lead better lives.
We deliver this public benefit by..
Opening the house and garden to the public and providing an outstanding vi51tor experience
Caring for the land, buildings and collections in accordance with proper professional standards
Providing educational courses for schools, colleges and the general public
Delivering a programme of events and activities
Facilitating courses for special interest groups
Working with like-minded organisations to emphasise the importance of the study of the natural world, both
in terms of heritage and the present day
Admission and activlty fees are benchmarked to remain accessible and compare favourably with other re8ional
museums. The trustees have paid due regard to Charity Commission guidance on public benefit and charitable
purpose when determining the scope and direction of our work.
Ourvalues
Our work is underpinned by a clear set of values that shape our practice, guide our decisions, and define our
contribution as a heritage and nature-based learning charity. These values reflect both our historic legacy and future
ambitions.
Our Values that lead our practice are..
Inclusive - Being inclusive and welcoming to all.
We believe nature and herita£e are for everyone. We are committed to creating welcoming, accessible
experiences that reflect the diversity of our visitors, volunteers, and communities. We seek to remove barriers
to engagement and reach groups underrepresented in the heritage and environmental sectors.
Connected - Connecting with those that joumey in the natural world.
We foster deep connections between people and place, history and ecology. science and imagination. Our
approach is rooted in the idea of "Nature Connectedness": using senses, emotion, beauty, meaning and
compassion to build lasting bonds with the natural world.
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Gilbert White & The Oates Collections
Report of the Trustees
for the Year Ended 31st March 2025
Educational - Educaticinal in what we share with tsthers.
We are a learning charity. Whether through a school visit, a volunteer opportunity, a public lecture, or a
museum exhibition, we aim to spark curiosity and share knowledge. Inspired by the example of Gilbert White
a pioneer of observational science - we champion exploration, interdisciplinary thinking, and citizen
engagement in learning.
sustainable - Seeking a sustainable way of doing our work.
We aim to lead by example in managing our site, collections a nd programmes in ways that are environmentally
and financially 5USt2 inable. From nature-friendly gardening to climate-conscious events, we are embedding
sustainability in all that we do.
These values are not simply statements they inform our education programmes, collections care, garden
management, governance, and vi51tor experience. They define how we act, what we prioritise, and the kind of
organisation we aspire to be.
Looking Forward I"Growing Stronger")
In July 2025, trustees and staff adopted a new
forward strategy titled Growing Stronger,
developed through a cross-organisational strategic
process and supported by specialist consultants
Charity Spark. This work was made p055ible
through a development grant from the National
Lottery Heritage Fund, forming the foundation of a
comprehensive organisational review, engagement
exercise, and implementation plan for 2025- 2027.
The Growing Stronger Strategy sets a clear path to
resilience and renewal, enabling Gilbert White &
The Oates Collections to grow its income, reach
and impact, while remaining grounded in our values, collections, and place. It establishes five strategic pillars which
now underpin all charitable and trading activity..
Place and Purpose
We will care for and 'bring to life, our historic house, collections, and landscape to preserve and share the stories of
Gilbert White and the Oates family for current and future generations.
VlsStor Engagement
We will deepen and diversify our relationship with visitors through more compel ling storytelling, clearer wayfinding,
and an improved welcome. Our aim is to create a more inclusive and accessible experience, with repeat visitation and
participation at it5 core.
Education ond the Natural World
We will expand our educational reach across all age groups, focusing on the urgent relevance of natural science,
climate awareness, nature as a part of well ness, and citizen exploration. Our commitment to 'Nature Connectedness"
and the 'Be More Gilbert" philosophy will guide how we equip future generations with curiosity, empathy, and
insight.
Revenue to Achieve Our Aims
We will strengthen financial sustainability by developing commercial and philanthropic income streams that Support
our mission. This includes enhancing membership, building strategic partnerships, and diversifying trading activities
while remaining mission led.
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Gilbert White & The Oates Collections
Report of the Trustees
for the Year Ended 31st March 2025
Working Sustainably
We will lead by exarnple in sustainable operations and behaviou rs in how we manage our site, curate our collections,
through our trading and events to the best of our ability as a Grade I heritage slte in a National Park.
Public benefit
In setting its plans and priorities for areas of work, the Trustees of Gilbert White & The Oates Collections have had
regard to the guidance of the Charity Commission on public benefit and confirm they have complied with
section 17 of the Charities Act 2011.
A principle of equity of access to the charity's services is upheld to any member of the pu blic who needs
them irrespective of cap2Clty, ethnicity, faith or social economic activity.
Volunteers
Our volunteers continued to play an essential role in the life of the charity during 2024-25. We had around 90
volunteers this year many of whom contribute regular weekly hour5 to their area of support in the garden and the
house in particular. Their contribution plays a role in almost every aspect of our work, from welcoming visitors at
reception and supporting daily operations in the house, gardens and galleries, to as515ting with the delivery of major
events such as the Book Festival, and the Eco Light Festival IELFI. Their dedication, skills and generosity of time
Sl8nificantly enhance the quality of the visitor experience, extend our capacity, and help ensure that the organisation
remains an inspiring and accessible place for all. We are deeply grateful to our volunteer community for their ongoing
commitment and enthusiasm.
Case Study
'I've been volunteerin8 at Gilbert White's House since September last year. I live in
Selborne and volunteer every Monday and Friday morning. I work in the Garden Team
and look after the bird feeders and the bird hide. I do lots of different things
depending on the season.. hedging, weedin8, clearing leaves, moving snowdrops and
even building a path in the Naturalist Garden. l enjoy looking at the birds and our 11
o'clock break with the Garden Team where we have hot chocolate and biscuits.
Volunteering here makes me feel useful and happy. I'd tell 50rneone who is thinking
about volunteerin8 to come and try it, it's great fun I"
Federica- Gardenlng Volunteer
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Gilbert White & The Oates Collections
Report of the Trustees
for the Year Ended 31st March 2025
STRATEGIC REPORT
Achievement5 and performance
Charitable activities
Operational Review
2024 - 25 marked a critical year in the charity's strategic renewal. Against a backdrop of ongoing economic volatility
and sector-wide pressure, Gilbert White & The Oates Collections successfully delivered core charitable activities whilst
establishing a new strategic plan, Growing Stronger. This work sets out the foundations for long-term resilience,
supported by greater operational discipline and a clearer articulation of purpose.
Operationally, the charity went through a period of change, with the co-directors departing and the role being re-
provisioned with a General Manager (via an internal appointment). This change then informed aspects of the
strategic direction for the 'Growing Stronger project including winning funding to support change from the National
Lottery Heritage Fund.
To strengthen the day-to-day operations of the organisation, the charity also began a recruitment process for a Visitor
Engagement and Operations Manager. This new role will play a pivotal part in shaping the visitor journey from the
quality of welcome and interpretation to on-site service standards and volunteer support. The role has been designed
to ensure operational consistency, improve responsiveness to visitor needs, and ernbed a culture of 'walking the
visitor journey" to continually refine and elevate the experience.
We are pleased to say that we welcomed over 21,866 visitors to site this year, we also supported a further 6,061
children through our education department including on-site school workshops, home education events, holiday
activities and outreach. As such the charity supported 27,947 people to engage with heritage, nature and exploration.
Heritage
Heritage sits at the heart of our charitable purpose. As stewards of The Wakes the Grade I listed former home of
Reverend Gilbert White - we are responsible for preserving and interpretin8 one of Britain's most Sl8nificant sites of
natural history and environmental thought. This is the place where White wrote The Natural History and Antiquities of
Selborne, a foundational text in the development of ecology, observation science, and nature writing. It is also home
to the nationally important Oate5 Collections, which explore
the lives and legacies of Frank and Lawrence Oates, kev
figures in British exploration and natural science.
The house, gardens, and collections offer a unique platform
for public engagement with the natural world, combining
literary, scientific, and expeditionary heritage in a single
immersive experience. This layered significance gives u5
dual responsibility.. to conserve the physical fabric of the site
to high standards, and to interpret it in ways that connect
past to present - particularly aroLJnd the themes of nature
connection, climate, and sustainability.
In 2024-25, we focused on improving the visitor journey, refreshing interpretation, and investing in essential
infrastructure. This included both visible enhancements to the visitor experience and behind-the-scenes work to
protect the collections and landscape for future generations. Through events, partnerships, and reimagined
storytelling, we continued to make heritage an 2Ctive tool for education, wellbeing and engagement.
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Gilbert White & The Oates Collections
Report of the Trustees
for the Year Ended 31st March 2025
The Wake5
The Wakes, the Grade I listed home of Gilbert White, remained a central focus of our heritage stewardship during
2024-25. As both a historic building of national si8nific2nce and the heart of our visitor experience, its care and long-
term resilience are essential to the charity's mission.
ajor milestone this year was the completion of the
quinquennial review, providing a comprehensive 355essment of the building's condition and identifying maintenance
and conservation priorities across short, medium and long-term horizons. This review has given the charity a clear
roadmap for safeguarding the fabric of the house, addre55ing structural needs, and planning for future investment. It
will form the ba515 of fundraising, maintenance scheduling and strategic planning over the next five years.
In support of environmental sustainability, a full energy audit of the house and wider site was conducted, funded bv
the South Downs National Park Authority. This audit provides an evidence-based assessment of current energy use
and identifies opportunities for cost reduction, decarbonisation and improved energy independence. It also
establishes a baseline dataset to inform future f unding applications and track progress over time. The findings will
help guide decisions on heating, insulation, renewable technologies and resource rnanagement, as part of the
charity's commitment to working sustainably.
Collectively, these activities have strengthened stewardship of The Wakes, setting a clear direction for preserving its
heritage val ue while improving environmental performance a nd enhancing the quality of the visitor experience.
Collections
Our collections are central of the charity's mission and day-to-day activity.. safeguarding both physic31 artefacts and
stories, while making them accessible through interpretation, galleries and public engagement. In 2024-25, the
Collections team concentrated on two interlinked objectives.. care and conservation, and dynamic, inclusive
presentation through exhibitions and outreach.
We delivered MigrontJourney5, a Royal Society Places of Science-
funded project exploring the movement of insects, birds and
people. Working with The Rural Refugee Network, we welcomed a
group of young migrants frorn Sudan, Eritrea and Vietnam for a
day connecting their personal journeys with those found in the
natural world. The kites reflect journeys.
Participants examined moths from an on-site Moth Night, learned
about butterfly and insect migration in the meadow, explored
global specimens in the museum, and took part in a creative
workshop decorating kites inspired by long-distance insect
travellers. The programme was designed to support wellbeing,
foster a 5en5e of belonging, and offer a welcoming introduction to
the English countryside.
The project also highlighted the often-overlooked phenornenon of insect migration, marking 250 years since Gilbert
White's 1774 paper on bird migration to the Royal Society. Throu8h ongoing moth and butterfly recording and public
Moth Nights, we continued White's tradition of citizen science and encouraged visitors to engage directly with
ecological change.
This year we won grant funding to acquire the 'Loveday Letter"
historically signif icant item which returned to
Gilbert White's home to go on public display at the site,. obtained with the support of Friends of the Nations, Libraries.
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Gilbert White & The Oates Collections
Report of the Trustees
for the Year Ended 31st March 2025
Throughout 2024 we h05ted a number of temporary exhibitlOn5. Biophilia which followed local artist Jackie Aimes in
her studies of the nature in and around Selborne. The installation included an intricate display of small items which
V151tors were encouraged to focus on and observe closely. Presented in old technology boxes there was an interesting
juxtaposition on natural objects Inuts, berries, feathers) with litter picked up by the artist on her walks (hair ties,
bottle caps, etc.). We also hosted print rnaker Kate Dicker, who ran print making workshops as part of her exhibition.
And we marked the 150th anniversary of Frank Oates, reaching Victoria Falls and his death shortly after, with an
exhibition, which coincided with the publication of The Ndebele, Frank Oates, ond Knowledge Production in the 1870s.'
Encounters ot the Edge of Empire by Professor Christopher Prior and Dr Joseph Higgins whose primary research was
conducted using our archives.
During the year, the Collections team continued to uphold professional standa rds in conservation and docLJmentation.
Preventive conservation remained a priority, supported by environmental monitoring and improved storage
protocols. Work continued on our ongoing project to accurately catalogue, archive and digitise our collection, so it is
easily managed and accessible to all.
In summary, 2024-25 was a year in which our collections were not only preserved but activated. Through targeted
exhibition5, renewed curation and a commitment to conservation, the charity reaffirmed its role as a living heritage
organisation.. one that honours the past while engaging deeply with present-day issues of environment, identity and
comrnunity.
Garden
We are proud that 2024 was our first year as an RHS Partner garden, We organised monthly garden themed events to
demonstrate seasonal gardening activities. Held on weekday5 when RHS visltors were entitled to free admission they
included Rose Pruning Day, Meadow Day and Heritage Gardening Day, and included tours, talks and demonstrations.
A key part of our work is of course to maintain and manage our grounds with regard to best practice and heritage
techniques. Two projects that evidence that this year were:
The implementation of the Selborne Small Meadows and Grassland Network Project supported the South
Downs National Park Trust ISDN PTI.
This summer was the first year that we were able to use our mini baler funded by South Downs National Park
through the FIPL (Farming in Protected Landscapes) fund and our hay mower funded by South Downs National
Park Trust. Meaning that we are able to time cutting and baling hay from our traditional meadow to produce
good quality hay while aiming for optimum wildflower growth. The hay is used by two local horse riding
charities and individual local horse owners, and the equipment is also Used to produce hay in other local small
meadows as per the conditions of the grants.
A highlight from our Garden team this year includes the continued
contribution of our 45 volunteers who make what we do possi ble.
In particular they contributed to work on making the garden more
accessible supported by a generous donation by a local building
firm Coomers. We laid a permanent brick path through the Six
Quarters and a gravel path through the Naturalist's Garden giving a
solid path surface for the inaugural Eco Light Festival in autumn
2024 and providing greater accessibility for these parts of the
garden more generally.
The garden has also continued to offer work experience
placements in coordination with Sparsholt College. Twice a year we
welcome a group of Level 2 Horticultural students for the week
who contribute to work across the site, including this year the work on the paths.
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Gilbert White & The Oates Collection5
Report of the Trustee5
for the Year Ended 31st March 2025
Events
Events continued to play a central role in activating the 51te, attracting diverse audiences, and reinforcing the charity's
mission to inspire connections with the natural world. In 2024-25, the programme continued to evolve to focus on
seasonal resilience, thematic coherence, and high-quality experience5. Key examples are..
The Eco Llght Festival IELFI was piloted during the 2024 winter season a5 a new creative engagement initiative.
Designed to counteract off-peak visitor drop-off, it used low-impact lighting and storytelling to bring the garden and
heritage spaces to life after dark. Most importantly it is designed to have a minimal impact on the natural world, using
renewable energy, solar power, UV (among others) to power its lights. The trail takes light pollution into account and
does not up-light trees and keeps tight hours to ensure our wildlife is as undisturbed a5 possible. Where possible
reusable or natural materials are used. ELF attracted over 1,500 attendees over 15 evenings, Eenerated positive press
coverage, and helped broaden the charity's demographic reach. The event will continue in winter 2025, and will be
reviewed for future expansion, supported by feedback from audiences and partners.
A major milestone in 2024-25 was the launch of Watchlng
Narrowly., A Natural History Book Day in Selborne, also described
internally as the 8ook Fair, in March 2025. This inaugural one-day
event brought together leading voices in nature writing, including
Richard Mabey and Chloe Dalton IRaising Harel, and attracted
widespread attention from visitors, cultural peer5, and the press,
Framed around themes of observation, nature, and narrative, the
event reflected the intellectual legacy of Gilbert White while
offering a platform for contemporary environmental voices.
Attendance exceeded expectations at around 100, which matched
the capacity for the venue, and plans are now in place to develop
the format into an annual highlight.
The Plant Fair continued as a signature calendar fixture timed around the summer solstice in June. A celebration of
horticultural diversity, it provided visitors with the opportunity to purchase unusual specimen plant5 from curated
growers. In addition to supporting earned income and footfall, the Plant Fair reinforced the charity's commitment to
biodiversity, sustainable gardening, and public engagement with botany & horticulture. Circa 20 stallholder5 and over
I,SOO visitors attended over the two-day event, with strong return custom noted.
Alongside regular exhibitions, Nature Day, Christmas Fair, music events etc collectively, these events strengthened the
charity's ability to engage the public in dynamic and mission-aligned ways, while contributing to financial sustainability
and long-term vi5ibilitv.
Education
Education remained at the heart of our charitable activity throughout 2024-25. The Field Studies Centre IFSCI
continued to deliver a distinctive, nature-based learni ng offer, bui It around the principles of 'Be More Gilbert and
'Nature Connectedness" Our programme spanned Schools, families, community groups, home-educated learners and
adult audiences, and was explicitly aligned to curriculum priorities, wellbeing outcomes, and environmental
awareness.
Across the year, the FSC welcomed approximately 4800 school pupils from roughly 100 schools, covering Key Stages l-
4 and a growing number of home educated, and post-16 learners. Session5 were designed to link classroom science
and humanities to the lived experience of nature and heritage, using the museum, gardens and surrounding landscape
as an outdoor classroom.
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Gilbert White & The Oates Collections
Report of the Trustees
for the Year Ended 31st March 2025
Our Home Education offer expanded Significantly, with regular sessions now fully embedded and attracting a
committed group of families. Outreach sessions and loan boxes have been developed to bring Opportunities out into
the community for those unable to come to our site.
We have a range of educational opportunities acros5 the site..
Informal and family learning also featured strongly in our programme. Seasonal trails, activity days, and co-produced
events drew in intergenerational audiences, helping embed our role as a community resource. The Legacy Room and
Gardens offered additional platforms for storytelling and reflective learning, linking historical narratives to
contemporary ecological themes.
Looking ahead, we aim to scale impact through new partnerships & targeted funding bid5. In 2024-25, education
remained not just a delivery strand, but a strategic driver positioning Gilbert White & The Oates Collections as a
voice in heritage-linked environmental learning.
GWOC Trading
We have a separate trading activity which continues to play an essential role in diversifying the charity's income base
during 2024-25. Through GWOC Trading Ltd, the charity operated retail, hospitality, venue hire and a programme of
commercial events, all of which contributed directly to the sustainability of the organi5ation and supported
reinvestment in our charitable aims.
Trading activities generated a positive contribution of £96,000 by way of a gift to the Charity. While still sensitive to
economic conditions and seascinal volatility, trading activitie5 provided a critical cornplement to admissions income,
grant funding, and donations, helping to reduce reliance on any single income stream.
Thus, trading activity made a meaningful contribution to organisational sustainability in 2024-25. Challenges remain in
off-peak & winter trading- it will be critical that we continue to build resilience over the coming years through a
diversity of trading and non-trading activities.
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Gilbert White & The Oates Collections
Report of the Trustees
for the Year Ended 31st March 2025
Stableyard Cottage
The self-contained holiday let I'stableyard Cottage") has provided a steady income through wedding attendees,
visitors, and corporate contracts. Through 74 bookings across 325 nights, It hosted 295 people.
Cottage Hospitality & Retail
Hospitality & Retail performa nce remained steady across the year. with footfall driven
by strong summer visitation and the continued popularity of the Café & jubilee Tap
Room.
The Tap Room contributed both financial return 2nd a stronger sense of place linking
in with Gilbert White's brewing h istory enhancing year-round appeal. The brewery
and bottled ranges continued to perform well, with increased interest from returning
visitors and local customers.
Operational improvements included..
Café.. Reduced opening hours and improved rota management to control cost5. Maintained simplified menu,
to reduce labour and material cost5.
Gift Shop.. Streamlined product lines, focusing on higher margin goods and favourable supplier terms.
Optimised, and regularly refreshed, merchandising, aligning to seasonal trends and footfall patterns.
Events
Alongside core charitable events, the charity delivered a range of commercial and partnership events that generated
additional income and broadened engagement. These incl uded a corporate family fun day, live music performances,
and outdoor theatre. Such events provided a flexible mean5 of activating the site during quieter periods, supporting
both financial return and local community use.
Venue Hire & Weddings
Venue hire and weddings continued to diversify income and attract new audiences to
the site. The house, grounds and hospitality spaces hosted 14 private events across
the year, includi ng weddings, celebrations and corporate f unctions.
Weddings remained a reliable contributor to income despite sector-wide c05t
pressures. Positive feedback highlighted the uniqueness of the heritage setting, the
quality of guest experience, and the personal service provided by the team.
The site also provided space for a number of regular community and wellbeing
activitie5', including yoga, a craft club, and a friendship cafe.
During 2024-25, work began to refine packages, strengthen marketing rnaterials and
improve operational processes to increase conversion rates and enhance profitability. The Board recognises the
importance of this income stream for long-term resilience and will continue to develop it in line with staffing capacity
and infrastructure constraints.
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Gilbert White & The Oates Collections
Report of the Trustees
for the Year Ended 31st March 2025
Supporters
We are very grateful to all of our supporters, both individual giver5, our members and our grant funders all of whom
allow us to maintain, curate, educate and provide a visitor attraction of unique importance.
This financial year we have benefited from the support of..
The Linbury Trust
National Lottery Heritage Fund
Arts Council England
East Hampshire District Council
Friends of the Nation's Libraries
Museum Development South West
Adrian Swire Charit2ble Trust
The Worshipful Company of Gardeners
Hampshire Country Council Reaching Out
Goldman Sachs
Coomers Ltd
We would particularly like to thank The Linbury Trust for their support in providin8 a core 8rant towards our
campaign 'Building a Resilient Future,. This follows on from their generous support for our 2017 capital
building project. We were also able to welcome visits from both The Linbury Trust and their sister Aurora Trust
through 2025 taking the opportunity to discuss shared values for the future.
The end of this financial year we were able to secure grant Support from National Lottery Heritage Fund for 2025-26
which shows an ongoing commitment to Growin8 Stronger.
We also had the opportunity to take part in the Big Give Green Match Fund in Aprll 2024 whlch raised nearly £10,500.
Our Fund for the Future campaign continues with £27,836 raised at the end of the financial year to ensure that our
valuable work can continue for the future.
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Gilbert White & The Oates Collections
Report of the Trustees
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STRATEGIC REPORT
Factor5 Affecting Performance
The financial performance of the charity in 2024-25 reflected a combination of external economic pressures and
internal restructuring activity. Visitor numbers remained broadly in line with expectations during the peak season, but
discretionary spend in retail, hospitality and events continued to be affected by the national cost-of-living
environment. Inflation in energy, food, and staffing costs also contributed to higher expenditure across the charity and
trading subsidiary.
This year saw a surplus of £28,78812024'. £143,668 deficit). Total Income this year was £551,015 12024.. £546,064)
holding steady, whilst our total expenditure was £522,22812024.. £689,731) a decrease of 24% through bold action bv
trustees and management. These result5 allow us to look forward, but the charity remains in a challenging
Inancial position.
The mid-year restructure, which reduced payroll expenditure and refocused le3dership capacity, resulted in one-off
transition costs which were offset in part by increased efficiency in service delivery and improved coordination
between charitable and commercial functions later in the year.
Fundraising and grant income remained strong in targeted areas. Support from the Linbury Trust, South Downs
National Park Authority, Arts Council England and other partners allowed us to progress key education, heritage and
environmental projects. However, reliance on restricted project funding continues to constrain the flexibility of the
charity's financial position.
The 8oard remains alert to the wider challenges facing the non-profit sector nationally, including rising labour costs,
macro-economic pressures and legacy building maintenance costs.
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Gilbert White & The Oates Collections
Report of the Trustees
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Reserves policy
It is our policy to endeavour to maintain Unrestricted General Funds at a level which represents at least three months.
operational expenditure. Reflecting on the experience of expenditure in recent years and future budgets. this equates
to approximately £135,000. During the thinner winter months, this target was not maintained. In deciding on holding
three months, Unrestricted General Fund Re5erve5, we have regard to the costs that would be involved in closing the
Museum and Field Studies Centre, should the financial position become untenable.
Total reserves held are £1,904,794 of which £82,313 are restricted whilst £1,837,413 are designated as tangible assets
and heritage assets, resulting in a unrestricted reserves deficit totalling £14,932.
The board recognises that unrestricted funds have fallen below the reserves policy as a result of weaker trading and
higher costs over a sustained period. However, we have over a number of years implemented strategies to build
financial sustainability for example=
2017 Towards Sustainability
support financi31 resilience,
a capital project aimed at developing the trading elements of the charity to
2024 Building a Resilient Future a core grant to support the charity through the lean period of the winter
months following the impact of the pandemic and cost-of-living crisis,
2025 Growin8 Stronger a grant to provide key roles and systems for a year to support the organisation grow
stronger for the future.
These initiatives are showing positive returns, but the current economic climate still remains a challenge, as does the
cost of maintaining a historic building and its upkeep.
We are currently implementin8 the following mea5ure5 to rebuild our reserves:
A 8overnance and operational structural review of the charity to ensure effective and efficient management,
Appointment of external Financial accountants and upgrading of financial system5 from Sage to Xero.
Appointment of new trustees including finance and a review of banking and financial processes,
A detailed review of our operations to ensure that the correct skills to support future development are in place
within a sustainable staffing scenario with regards to our current income,
A renewed effort to identify ways in which to create income from our site so that we can maintain our heritage
and collections for the long term,
A substantial National Lottery Heritage grant was secured to support us grow stronger in fundraising,
marketing, volunteering for the financial year 2025-26.
A renewed effort to work with grant funders to plan ahead proactively so moving from a period of 'survival' to
'development for the future,.
Investment Policy
The current investment policy is to hold all funds on bank deposit $0 as to be available to meet needs as they arise.
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Gilbert White & The Oates Collections
Report of the Trustees
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Going concern
The trustees have assessed the charitws ability to continue as a going concern for a period of at least twelve month5
from the date of approving the financial statements. This assessment takes into account current cashflow forecasts,
the level of unrestricted reserve5, expected trading performance, committed grant income, and the wider economic
environment.
While, at 31" March 2025 year end, unrestricted reserves were well below the desired level of £135,000, trustees
consider that the organisation has sufficient liquid resources, Confirmed funding commitments for 2025-26, and a
realistic financial plan under the Growing Stronger strategy to support its operations.
Key assumptions underpinning the going concern assessment include..
Projected visitor income of £151,000 based on 2024-25 trends and planned programme enhancements
Secured grant from the National Lottery Heritage Fund to support key staff roles and systems development
over 2025-26 to support the charity to Grow Stronger
Delivery of planned cost controls and efficiency measures
Continued trading performance across hospitality, retail, venue hire and events
No material adverse events affecting the site, collections or operations
The trustees reco8nise the ongoing pressures facing the heritage and envlronmental education sector but are sat15fied
that, with the measures in place, the charity has adequate financial resources to continue its activities for the
foreseeable future. Accordingly, the financial statements have been prepared on a going concern basis.
Princlpal rlsk5 and uncertainties
The trustees have assessed the major risks to which the charitable company is exposed, and are satisfied that
systems are in place to mitigate exposure to those major risks. Risks are reviewed quarterly by the Finance Committee
and reported to the board which assesses the implications at board meetings. The principal risks and uncertainties
facing the trust are..
Financial resilience ongoing pressure on unrestricted reseNes, volatility in visitor and trading income, and
inflationary cost increases affecting utilities, Staffing and maintenance. Mitigations included tighter budget
management, revised pricing strategies, and the prioritisation of higher-mar8in activities.
Workforce capacity - the need to maintain adequate staffing and volunteer levels, particularly in education,
visitor services and trading. Actions included a restructure earlier in the year, targeted recruitment, and
improved coordination of volunteer deployment.
Operational continuity - primarily, ageing infrastructure. Preventive conservation, environmental monitoring,
and planned maintenance programmes were used to manage these risks.
Governance and compliance - the organisation's growth and diver5ification has created new requirements for
robust oversight. Trustees are responding by undertaking a governance review and strengthening reporting
procedures.
Reputatlonal risk- the importance of maintaining high standards of interpretation, safeguarding, visitor care
and financial stewardship. These are addressed through staff training, poliry updates, and quality assurance
measures.
The trustees consider that appropriate controls and mitigations are in place, and that ongoing monitoring will remain
essential given the external environment and the charity's current stage of development.
STRUCTURE. GOVERNANCE AND MANAGEMENT
Governing document
The charity is contrtslled by its governing document, a deed of trust, and constitutes a limited company, limited by
guarantee, as defined by the Companies Act 2006.
Page 14

Gilbert White & The Oates Collections
Report of the Trustees
for the Year Ended 31st March 2025
STRUCTURE, GOVERNANCE AND MANAGEMENT
Recruitment and appointment of new trustees
The charity has a policy to replace trustees who are recruited generally through existing Trustee and organisational
professional contact5. New Trustee5 are invited to meet with current members of the Board to explore skill areas and
are then invited to attend a meeting before making a firm decision.
An initial inductlon 15 given to new Trustees and further training is given if required.
None of the trustees has any beneficial interest in the company. All of the trustees are members of the company and
guarantee to contribute £10 in the event of a winding up.
Organisational structure
The Trustees of Gilbert White & The Oates Collections (Trustees) are responsible for agreeing the policies and
strategic direction of the organisation. Trustees delegate, the day-to-day management to the Senior Management
Team under the immediate oversight of the Board.
An Income Generatlon and Fundraising Group14 Trustees and staffl meets to guide development and
fundraising,.
A Finance sub-committee13 Trustees and staff) meets to oversee financial reporting and governance monthly.
From time to time, task and finish sub-groups are convened to deal with specific matters.
No trustees joined in this financial year,. Co-Directors left the organisation (Judith Ann Bowles, Stephen Atwood
Greenl. The total number of trustees is now 12. Judith Ann Bowles resigned as Company Secretary.
Three Trustees make up the board of GWOC ITradin81 Limited.
Governance Review
At the time of writing this Annual Report we are undertaking an internal review of our trustee board size and skills,
governance processes and delegated operational structure to ensure that we meet best practice and increase
effective and efficient work across the charity.
Thanks
The Trustees are grateful to everyone who has sUPPOrted our work during the year, the staff, volunteers and
members, whose commitment, enthusiasrn and many skills have been indispensable.
REFERENCE AND ADMINISTRATIVE DETAILS
Registered Company number
09069349 (England and Walesl
Reglstered Charity number
1159058
Registered office
Gilbert Whites House
High Street
Selborne
Hampshire
GU34 3JH
Page 15

liii the Ye'41. Fiidiid 3151 Nfjrircl) ?.025
Independent Examinef
41:reo ￿1￿co,JQ10n15
Jilp. Co;,'r:
Senior Management Team
orèting a sir alegir. reroii, arJpiLTrVL?Ll by orilei. ul the board ol tri1￿l￿e9, ¢..> th.) rli¢l', l
rid si¥ne(J 01) tlie l)03rd'.
bLhAII bv..

Independent Examiner's Report to the Trustees of
Gilbert White & The Oates Collections
Independent examiner's report to the trustees of Gilbert White & The Oates Collections {'the Company'l
report to the charity trustees on my examination of the accounts of the Company for the year ended
31st March 2025.
Responsibilities and basis of report
As the charity's trustees of the Company land a150 It5 directors for the purposes of company lawl you are responsible
for the preparation of the accounts in accordance with the requirements of the Companies Art 20061'the 2006 Act'l.
Having satisfied myself th2t the accounts of the Company are not required to be audited under Part 16 of the 2006 Act
and are eligible for independent examination, I report in respect of my examination of your charity's accounts as
carried out under Section 145 of the Charities Act 2011 I'the 2011 Act'l. In carrying out my examination I have
followed the Directions given by the Charity Commission under Section 145151 Ibl of the 2011 Act.
Independent examlner's statement
Since your charity's gross income exceeded £250,000 your examiner must be a member of a listed body. I can confirm
that l am qualified to undertake the examination because l am a member of the Institute of Chartered Accountants in
England and Wales, which is one of the listed bodies.
I have completed my examination. I confirm that no matters have come to my attention in connection with the
examination giving me cause to believe..
accounting records were not kept In respect of the Company a5 required by Section 386 of the 2006 Act,. or
the accounts do not accord with those records,. or
the accounts do not comply with the accounting requirements of Section 396 of the 2006 Act other than anv
requirement that the accounts give 3 true and fair view which is not a matter considered as part of an
independent examination,. or
the accounts have not been prepared in accordance with the methods and principles of the Statement of
Recommended Practice for accounting and reporting by charities (applicable to charities preparing their
accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS
10211.
I have no concerns and have come across no other matter5 in connection with the examination to which attention
should be drawn in thi5 report in order to enable a proper understanding of the accounts to be reached.
D A Sanders FCA
Sheen Stickland
Chartered Accountants
2 Oriel Court
Omega Park
Alton
Hampshire
GU34 2YT
Date:
Page 17

Gilbert White & The Oates Collections
Statement of Financial Activities
for the Year Ended 31st March 2025
2025
Total
funds
2024
Total
fund5
Unrestricted Restricted
fund
funds
Notes
INCOME AND ENDOWMENTS FROM
Donations and legacies
132,856
158,904
291,760
272.465
Other trading activities
Investment income
259,030
225
259,030
225
273,599
Total
392,111
158,904
551,015
546,064
EXPENDITURE ON
Charitable actlvltSes
Charitable Activities
424,094
98,133
522,227
689,732
NET INCOME/IEXPENDITUREI
131,9831
60,771
28,788
1143,6681
Net movement In funds
131,9831
60,771
28,788
1143,6681
RECONCILIATION OF FUNDS
Total funds brought forward
1,854,464
21,542
1,876,006
2,019,674
TOTAL FUNDS CARRIED FORWARD
1,822,481
82,313
1,904,794
1,876,006
Page 18

31KI Nl,11-I1) 2l)?.r
IXID A55ETS
CURRENT ASSI.TS
1.3 13
68,6ild
AA.311
CREDITORS
IX3,58Ql
NET CURRENT ASSETS
114,932.1
82,313
61,381
TOT AL ASSETS LES5 CURRENT LIABILITIES
1,822,481
82,313
1,9U-q, 19.4
NET ASSETS
1,822.481
82,313
1.904,71J4
1,87v.110
FUNDS
17
1,822.Ll,¥l
82.313
TOTAL FUNDS
1.90-1,794
1,87b.OG
Icr Il.,e yLJar endt d 3151 NlJrch 2025 111 41:iurdance ￿with Section il IT) ol t4a C.tslTipaiiiATri fvlct 20at".
Co)mi)aiiie5 Kic.. ?.VOo oncl

Gilbert White & The Oates Collettions
Cash Flow Statement
for the Year Ended 31st March 2025
2025
2024
Notes
Cash flows from operating activlties
Cash generated from operations
90,081
34,267
Net cash provided by operating activities
90,081
34,267
Cash flows from investing octivitie5
Purchase of tangible fixed assets
Interest received
15591
225
18,8981
Net cash used in investing activities
13341
18,8981
Change In cash and cash equlvalents In the
reporting period
Cash and cash equivalents at the beginning
of the reportln8 perlod
89,747
25,369
25,369
Cash and cash equivalents at the end of
the reporting period
115,116
25,369
The notes form part of these financial statements
Page 20

Gilbert White & The Oates Collections
Notes to the Cash Flow Statement
for the Year Ended 31st March 2025
RECONCILIATION OF NET INCOMEIIEXPENDITUREI TO NET CASH FLOW FROM OPERATING ACTIVITIES
2025
2024
Net income/lexpendlture} for the reporting period las per the
Statement of Flnanclal ActivStle5}
Adjustments for:
Depreciation charges
Interest received
Increase in debtors
IDecreasel/increase in creditors
28,787
1143,6681
62,676
12251
18,714
119,8711
64,219
115,1041
128,820
Net cash provlded by operation5
90,081
34,267
ANALYSIS OF CHANGES IN NET {DEBT)IFUNDS
At 1.4.24
Cash flow
At 31.3.25
Net cash
Cash at bank
25,369
89,747
115,116
25,369
89,747
115,116
Debt
Debts falling due within l year
151,8011
15,223
136,5781
151,8011
15,223
136,5781
Total
126,4321
104,970
78,538
The notes form part of these financial statements
Page 21

Gilbert White & The Oates Collections
Notes to the Financial Statements
for the Year Ended 31st March 2025
ATEMENT OF COMPLIANCE
Gilbert White & The Oates Collection 15 an incorporated charity registered in England, charity number 1159058
and company number 09069349. The registered office is Gilbert White's House, High Street, Selborne, GU34
3JH.
The financial statements are presented in Sterling which is the functional currency of the charity and rounded
to the nearest pound.
The financial statements have been prepared in compliance with FRS 102 as it applied to the financial
statements for the year ended 31st March 2025.
The significant accounting policies applied in the preparation of these financial statements are Set out below.
These polices have been consistently applied to all years presented unless otherwise stated.
ACCOUNTING POLICIES
Basis of preparlng the flnanclal statements
The f inancial statements of the charity, which is a public benefit entity under FRS 102, have been prepared In
accordance with the Charities SORP IFRS 1021 '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 IFRS 1021 (effective l January 20191,, Financial
Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland, and the
Charities Act 2011.
The financial statements have been prepared under the historical cost convention.
At the time of approving the financial statements, the trustees have a reasonable expectation that the
charitable company has adequate resources to continue in operational existence for the foreseeable future.
Thus, the trustees continue to adopt the 80ing concern basis of accounting in preparin8 the financial
statements. Further details can be found in the Trustees Report under the Reserves Policy heading.
Critlcal accountlng judgements and key sources of estlmatlon uncertalnty
The following judgements (apart from those involving e5timatesl have been made in the process of applying
the above accounting policies that have had the most significant effect on amounts recognised in the financial
statements:
Useful life of fixed assets
TarTrgible a55ets are depreciated over their useful live5 taking into account residual values, where appropriate.
The useful lives of these assets are estimated based on historic experience and future considerations and these
are re-assessed annually.
Incorne
All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds,
it is probable that the income will be received and the amount can be measured reliably.
Page 22
continued...

Gilbert White & The Oates Collections
Notes to the Financial Statements - continued
for the Year Ended 31st March 2025
ACCOUNTING POLICIES- continued
Expendlture
Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the
charity to that expenditure, it 15 probable that a transfer of economic benefits will be required in settlement
and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis
and has been classified under headings that aggregate all cost related to the category. Where costs cannot be
directly attributed to particular headings they have been allocated to activitie5 on a basis consistent with the
Use of resource5.
Charitable artivities
Charitable expenditure comprises those cost5 incurred by the charity in the delivery of its activities and
services for its beneficiaries. It includes both costs that can be allocated directly to such activities and those
costs of an indirect nature nece55ary to 5UPPOrt them.
Support costs
Support Costs are those functions that assist th e work of the charity but do not directly undertake charitable
activities. Support costs include back office costs, finance, payroll and governance costs which support the
Trust's artistic programmes and activities. These costs have been allocated a5 charitable activities. The
breakdown of support costs are set out in note 7.
Allocatlon and apportSonment of Costs
The majority of costs are directly attributable to specific activities and are allocated on this basls. Overheads
are apportioned to direct and other expenditure on a basis aimed to reflect use.
Tangible fixed assets
Depreciation is provided at the following annual rates in order to write off each asset over it5 estimated useful
Freehold property
Plant and machinery
Fixtures and fittings
2% on cost or revalued amount
20% on cost
20% on cost
Tangible fixed assets are stated at cost less depreciation, which is provided in equal annual instalments over
the estimated useful lives of the assets, and any provision for impairment. Individual assets over a cost of
£1,000 are capitalised.
Any gain or loss on disposal of an item of fixtures and fittings are determined by comparing the proceeds from
disposal with the carrying amount of fixtures and fittings, and are recognised within other income/expense5 in
profit or loss.
Heritage assets
All Heritage asset5 acquired prior to 1st April 2016, (which were purchased in the Oates Memorial Library and
Gilbert White Museum prior to 1st January 20131, are excluded from the balance sheet on the basls that
significant costs would be incurred in obtaining a valuation of the items acquired in previous periods as a
collection, compared with the benefit that would be derived from including them. This cost would also have to
be incurred following a subsequent addition to the collection on the b351S that each addition becomes part of
the whole collection and cannot be seen as a standalone item. With effect from the 1st April 2016, Heritage
assets acquired are included in the balance sheet where the cost or valuation of the assets are readily
available.
Page 23
continued...

Gilbert White & The Oates Collections
Notes to the Financial Statements - continued
for the Year Ended 31st March 2025
ACCOUNTING POLICIES- contlnued
Taxatlon
The charity is exempt from corporation tax on its charitable activities.
Fund accountlng
Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.
Restricted funds can only be used for particular restricted purposes Wlthin the objects of the charity.
Restrictions arise when Specified by the donor or when funds are raised for particular restricted purposes.
Further explanation of the nature and purpose of each fund is included in the notes to the financial
statement5.
Pension costs and other post-retirement beneflts
The charitable company operates a defined contribution pension scheme. Contributions payable to the
charitable company's pension scheme are charged to the Statement of Financial Activities in the period to
which they relate.
Flnanclal Instruments
Cash and cash equivalents
Cash and cash equivalents include cash in hand and cash at bank.
Debtors
Short term debtor5 are stated at the settlement amount due after any trade discount offered. Appropriate
allowances for estimated irrecoverable amounts are recogni5ed in the Statement of Financial Activities when
there is objective evidence that the asset is impaired.
Creditors
Creditors and provisions are measured at their settlement value.
Page 24
continued..-

Gilbert White & The Oates Collections
Notes to the Financial Statements - continued
for the Year Ended 31st March 2025
DONATIONS AND LEGACIES
2025
2024
Donations
Gift aid
Grants (see note 171
127,442
6,128
158,190
190,140
13,394
68,930
291,760
272,464
OTHER TRADING ACTIVITIES
2025
2024
Memberships
Admissions
Field Study Centre
Exhibitions and events
Rental income
3,743
144,627
58,943
51,225
492
5,815
144,489
64,160
58,260
875
259,030
273,599
INVESTMENT INCOME
2025
2024
Deposit account interest
225
CHARITABLE ACTIVITIES COSTS
Support
costs (see
note 7)
Direct
Costs
Totals
Charitable Activities
498,840
23,388
522,228
Page 25
continued...

Gilbert White & The Oates Collections
Notes to the Financial Statements - continued
for the Year Ended 31st March 2025
SUPPORT COSTS
Governance
costs
Independent Examinations Fee
Accountancy & Legal Fees
Consultancy Fees
3,860
18,580
948
23,388
TRUSTEES. REMUNERATION AND BENEFITS
There were no trustees, remuneration or other benefits for the year ended 31st March 2025 nor for the year
ended 31st March 2024.
Trustees, expenses
There were no trustees, expenses paid for the year ended 31st March 2025 nor for the year ended
31st March 2024.
STAFF COSTS
2025
2024
Wages and salaries
Social security costs
Other pension cost5
202,285
13,112
3,706
335,646
21,235
6,794
219,103
363,675
The average monthly number of employees during the year was as follows..
2025
18
2024
33
Staff
No employees received emoluments in excess of £60,000.
Page 26
continued...

Gilbert White & The Oates Collections
Notes to the Financial Statements - continued
for the Year Ended 31st March 2025
io.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted Restricted
fund
funds
Total
funds
INCOME AND ENDOWMENTS FROM
Donations and legacies
272,465
272,465
Other trading activities
273,599
273,599
Total
546,064
546,064
EXPENDITURE ON
Charitable activitie5
Charitable Activities
634,971
54,761
689,732
NET INCOMEIIEXPENDITURE)
188,9071
154,7611
1143,6681
RECONCILIATION OF FUNDS
Total funds brought forward
1,943,371
76,303
2,019,674
TOTAL FUNDS CARRIED FORWARD
1,854,464
21,542
1,876,006
Page 27
ontinued...

Gilbert White & The Oates Collections
Notes to the Financial Statements - continued
for the Year Ended 31st March 2025
ii.
TANGIBLE FIXED ASSETS
Fixtures
and
fittings
Freehold
property
Plant and
machinery
Totals
COST
At 1st April 2024
Additions
Disposals
2,081,749
49,865
167.764
559
133,6751
2,299,378
559
140,6001
16,9251
At 31st March 2025
2,081,749
42,940
134,648
2,259,337
DEPRECIATION
At 1st April 2024
Charge for year
Eliminated on disposal
235,189
41,678
36,990
4,363
16,9251
136,590
16,635
133,6751
408,769
62,676
140,6001
At 31st March 2025
276,867
34,428
119,550
430,845
NEf BOOK VALUE
At 31st March 2025
1,804,882
8,512
15,098
1,828,492
At 31st March 2024
1,846,560
12,875
31,174
1,890,609
12.
HERITAGE ASSETS
Total
MARKET VALUE
At 1st April 2024 and 31st March 2025
8,921
NET BOOK VALUE
At 31st March 2025
8,921
At 31st March 2024
8,921
13.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2025
2024
Trade debtors
Other debtors
VAT
Prepayments
9,225
3,668
20,840
2,112
16,058
18,594
19,787
120
35,845
54,559
Page 28
continued.

Gilbert White & The Oates Collections
Notes to the Financial Statements - continued
for the Year Ended 31st March 2025
14.
CREDITORS: AMOUNT5 FALLING DUE WITHIN ONE YEAR
2025
2024
Other loans (see note 161
Trade creditors
Social security and other taxes
Other creditors
Accrued expenses
36,578
32,450
6,606
354
7,592
51,801
24,969
11,291
495
14,896
83,580
103,452
15.
LOANS
An analysis of the maturity of loans is given below..
2025
2024
Amounts falling due within one year on demand:
Related party loans (see note 191
36,578
51,801
16. LEASING AGREEMENTS
Minimum lease payments under non-cancellable operating leases fall due as follows..
2025
2024
Within oneyear
Between one and five year
1, 145
1,145
1,145
2,569
2,290
3,714
17.
MOVEMENT IN FUNDS
Net
movement
in f unds
Transfers
between
funds
At
31.3.25
At 1.4.24
Unrestricted fund5
General fund
1,854,464
131,9831
1.822,481
Restricted funds
Adrian Swire Charitable Trust
National Lottery Heritage Fund
Fund for the Future
Hampshire County Council Reaching out
Grant
14,000
38,161
6,294
14,000
38.161
27,836
21,542
2,316
2,316
21.542
60,771
82,313
TOTAL FUNDS
1,876,006
28,788
1,904,794
Page 29
continued...

Gilbert White & The Oates Collections
Notes to the Financial Statements - continued
for the Year Ended 31st March 2025
17.
MOVEMENT IN FUNDS- continued
Net movement in funds, included in the above are as follows-
Incoming
resources
Resources
expended
Movement
in funds
Unrestricted funds
General fund
392,111
1424,0941
131,9831
Restricted funds
The Linbury Trust
Small grants
Adrian Swire Charitable Trust
Friends of the Nation's Libraries
The James Tuttiett Charitable Trust
The Worshipful Company of Gardeners
Arts Council England
National Lottery Heritage Fund
Fund for the Future
Hampshire County Council - Reaching out
Grant
75,000
1,399
14,000
3,1
1,450
2,500
7,000
38,161
6,294
175,0001
11,3991
14,000
13,1001
11,4501
12,5001
17,0001
38,161
6,294
10,000
17,6841
2,316
158,904
198,1331
60,771
TOTAL FUND5
551,015
1522,2281
28,788
Comparatlves for movement In funds
Net
movement
in funds
At
31.3.24
At 1.4.23
Unrestricted funds
General fund
1,943,371
188,9071
1,854,464
Restritted funds
Restricted
Fund for the Future
54,761
21,542
154,7611
21,542
76,303
154,7611
21,542
TOTAL FUNDS
2,019,674
1143,6681
1,876,006
Page 30
continued..-

Gilbert White & The Oates Collections
Notes to the Financial Statements - continued
for the Year Ended 31st March 2025
17.
MOVEMENT IN FUNDS- continued
Comparative net movement in funds. included in the above are as follows=
Incoming
resources
Resources
expended
Movement
in funds
Unre5trirted funds
General fund
546,064
1634,9711
188,9071
Restrlrted funds
Restricted
154,7611
154,7611
TOTAL FUNDS
546 064
689 7321
1143,6681
A current year 12 months and prior year 12 months combined position is as follows..
Net
movement
in funds
Transfers
between
funds
At
31.3.25
At 1.4.23
Unrestricted funds
General fund
1,943,371
1120,890
1,822,481
Restricted funds
Restricted
Adrian Swire Charitable Trust
National Lottery Heritage Fund
Fund for the Future
Hampshire County Council Reaching out
Grant
54,761
154,7611
14,IXIO
38,161
6,294
14,000
38,161
27,836
21,542
2,316
2,316
76,303
6,010
82,313
TOTAL FUNDS
2,019,674
1114,8801
1,904,794
Page 31
continued...

Gilbert White & The Oates Collections
Notes to the Financial Statements - continued
for the Year Ended 31st March 2025
17.
MOVEMENT IN FUNDS- continued
A current year 12 months and prior year 12 months combined net movement in funds, included in the above
are as follows..
Incoming
resources
Resources
expended
Movement
in funds
Unrestrlcted funds
General fund
938,175
11,059,0651
1120,8901
Restrlcted funds
Restricted
The Linbury Trust
Small grants
Adrian Swire Charitable Trust
Friends of the Nation's Libraries
The James Tuttiett Charitable Trust
The Worshipful Company of Gardeners
Arts Council England
National Lottery Heritage Fund
Fund for the Future
Hampshire County Council - Reaching out
Grant
154,7611
175,0001
11,3991
154,7611
75,000
1,399
14,000
3,100
1,450
2,500
7,000
38,161
6,294
14,000
13,1001
11,4501
12,5001
17,0001
38,161
6,294
10,000
17,6841
2,316
158,904
1152,8941
6,010
TOTAL FUNDS
1097 079
112119591
1114,8801
18.
RELATED PARTY DISCLOSURES
GWOC {Tradingl Ltd
(Related by common control.)
During the year the charity recharged costs totalling £138,29212024: £66,000) to GWOC ITradingl Ltd, and
GWOC (Trading) Ltd made a donation of £96,00012024.. £166,243) to the charity. At the balance sheet
date, within other loans the amount due from GWOC (Trading) Ltd was £7,52912024..1£47,69411.
Oates Memorial Library and The Gilbert Whlte Museum
IA charity related by common control.)
At the balance sheet date, within other loans the amount due to the Oates Memorial Library and The Gilbert
White Museum was £44,10712024..1£4,10711
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## **Gilbert White & The Oates Collections** 

## **Detailed Statement of Financial Activities for the Year Ended 31st March 2025** 

||2025|2024|
|---|---|---|
||£|£|
|**INCOME AND ENDOWMENTS**|||
|**Donations and legacies**|||
|Donations|127,442|190,140|
|Gift aid|6,128|13,394|
|Grants|158,190|68,930|
||291,760|272,465|
|**Other trading activities**|||
|Memberships|3,743|5,815|
|Admissions|144,627|144,489|
|Field Study Centre|58,943|64,160|
|Exhibitions and events|51,225|58,260|
|Rental income|492|875|
||259,030|273,599|
|**Investment income**|||
|Deposit account interest|225||
|**Total incoming resources**|551,015|546,063|
|**EXPENDITURE**|||
|**Charitable activities**|||
|Wages|202,285|335,646|
|Social security|13,112|21,235|
|Pensions|3,706|6,794|
|Rates and water|6,535|6,822|
|Insurance|28,544|27,128|
|Light and heat|30,446|18,357|
|Telephone|9,622|9,418|
|Postage and stationery|1,981|2,875|
|Advertising|18,515|23,676|
|Sundries|14,653|14,507|
|Repairs & Maintenance|54,882|75,599|
|Computer & IT|1,068|1,858|
|Staff Training|1,686|83|
|Travel & Subsistence|483|365|
|Professional Fees|1,035|218|
|Subscriptions|7,567|3,425|
|Carried forward|396,120|548,006|



This page does not form part of the statutory financial statements 

Page 33 



## **Gilbert White & The Oates Collections** 

## **Detailed Statement of Financial Activities for the Year Ended 31st March 2025** 

||2025|2024|
|---|---|---|
||£|£|
|**Charitable activities**|||
|Brought forward|396,120|548,006|
|Bank Charges|1,079|1,339|
|Fundraising Costs|40,917|53,120|
|Plant and machinery|60,724|64,219|
||498,840|666,684|
|**Governance costs**|||
|Accountancy and legal fees|19,440|18,212|
|Consultancy|3,948|4,088|
||23,388|22,300|
|Total resources expended|522,228|689,731|
|**Net income/(expenditure}**|28,787|(143,668)|



This page does not form part of the statutory financial statements 

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