
## **Trustees’ Annual Report for the period** 

**From 1[st] September 2024 to 31[st] August 2025** 

**Charity name: Friends of Priestfield Arboretum (FoPA)** 

## **Charity registration number: 1191183** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|**To protect, preserve and enhance the**<br>**collection of rare and interesting**<br>**specimen trees at the privately owned**<br>**Priestfield Arboretum, Stony Lane, Little**<br>**Kingshill, Bucks replacing and adding to**<br>**them as appropriate.**|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|**Work parties to maintain the site and**<br>**collection of trees.**<br>**Open days to enable members of the**<br>**public to enjoy and learn about the**<br>**collection of trees.**<br>**Produce a guidebook for members**<br>**describing the history of the arboretum**<br>**and listing the specimen trees.**<br>**Maintain a list of members.**<br>**Collect membership subscriptions to**<br>**support the work of the CIO.**<br>**Produce quarterly newsletters.**<br>**Maintain a web site.**<br>**Arrange liability insurance.**|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|**Yes**|



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment 

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Para 1.38 Contribution made by volunteers Other 

## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|**FoPA have continued to maintain the**<br>**site and collections of trees.**<br>**We held two open weekends with over**<br>**150 visitors attending each weekend.**<br>**Regular visits have been made to the**<br>**arboretum by the Little Kingshill Forest**<br>**Schools group.**<br>**Site maintenance has continued with**<br>**significant clearance of invasive Laurel**<br>**and Holly trees and removal of bramble.**<br>**Several specimens, mostly pines, have**<br>**died, due to disease or previous dry**<br>**summers. A number of new specimens**<br>**has been added to the collection.**|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

|<br>Achievements against<br>objectives set|<br>Para 1.41||
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||
|Other|||



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## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|**£12,961**|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|**Reserves are held in case needed for**<br>**tree felling or other urgent problems**|
|Amount of reserves held|Para 1.22|**£1,500**|
|Reasons for holding zero<br>reserves|Para 1.22|**Not applicable**|
|Details of fund materially in<br>deficit|Para 1.24|**None**|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|**None**|



**Additional information (optional)** You may choose to include further statements where relevant about: 

|<br>The charity’s principal<br>sources of funds (including<br>any fundraising)|<br>Para 1.47|<br>**Membership subscriptions**<br>**Open days and sale of guidebooks**<br>**Other organised visits**<br>**Donations**|
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46||
|A description of the principal<br>risks facing the charity|Para 1.46|**Weather, in particular wind, rain, and**<br>**drought, plus the risk of fire in dry**<br>**spells**|
|Other|||



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## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|**Constitution**|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|**CIO**|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|**Volunteers who are elected at the**<br>**annual general meeting**|



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

|<br>Policies and procedures<br>adopted for the induction<br>and training of trustees|<br>Para 1.51||
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>parties|Para 1.51||
|Other|||



## **Reference and Administrative details** 

|Charity name|**Friends of Priestfield Arboretum**|
|---|---|
|Other name the charity uses|None|
|Registered charity number|1191183|
|Charity’s principal address|Treguth<br>Windsor Lane<br>Little Kingshill<br>Bucks<br>HP16 0DP|



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## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Ian Brown|||AGM|
||Liz Murray-Leslie|||AGM|
||MaryWyatt|||AGM|
||Paul Heath|||AGM|
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## – Corporate trustees names of the directors at the date the report was approved 

## **Director name** 

Name of trustees holding title to property belonging to the charity 

**Trustee name Dates acted if not for whole year** 

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## **Funds held as custodian trustees on behalf of others** 

Description of the assets None held in this capacity 

Name and objects of the None charity on whose behalf the assets are held and how this falls within the custodian charity’s objects 

Details of arrangements for None safe custody and segregation of such assets from the charity’s own assets 

## **Additional information (optional)** 

## **Names and addresses of advisers (Optional information)** 

**Type of Name Address adviser** 

## **Name of chief executive or names of senior staff members (Optional information)** 

## **Exemptions from disclosure** 

Reason for non-disclosure of key personnel details 

## **Other optional information** 

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## **Declarations** 

**The trustees declare that they have approved the trustees’ report above.** 

**Signed on behalf of the charity’s trustees** 

**Signature(s)** 


**Full name(s)** Ian Phillip Brown 

**Position (eg Secretary,** Treasurer **Chair, etc)** 

**Date** 21/01/26 

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