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2026-03-31-accounts

Company Registration No. 2499006 Registered Charity No. 803428

The Foundation and Friends of the Royal Botanic Gardens, Kew

Trustees’ Report and Financial Statements

31 March 2026

The Foundation and Friends of the Royal Botanic Gardens, Kew Year ended 31 March 2026

Trustees’ Report and Financial Statements 2026

Contents Page
Reference and administrative details 1
Strategic report 2
Trustees’ responsibilities statement 7
Independent auditors' report 8
Statement of financial activities 11
Summary income and expenditure account 13
Balance sheet 14
Statement of cash flows 15
Notes to the financial statements 16

The Foundation and Friends of the Royal Botanic Gardens, Kew Year ended 31 March 2026

Reference and administrative details

Trustees :

Jan Pethick – Chair Kristina Kenworthy Jane Reeves Jantiene Klein Roseboom van der Veer Steve Almond

Company registered No.

Charity registered No.

2499006

803428

Key Management Personnel

The key management personnel are the Foundation’s Trustees.

Registered & principal office The Herbarium Kew Green Richmond TW9 3AE

Bankers

Lloyds Bank PLC 3[rd] Floor 10 Gresham Street London EC2V 7AE

CAF (Charities Aid Foundation) 25 Kings Hill Avenue Kings Hill West Malling Kent ME19 4TA

Legal advisers

Farrer & Co LLP 66 Lincoln’s Inn Fields London WC2A 3LA

Auditor

HaysMac LLP Statutory Auditor 10 Queen Street Place London EC4R 1AG

Investment managers

Cazenove Capital Management 1 London Wall Place London EC2Y 5AU

1

The Foundation and Friends of the Royal Botanic Gardens, Kew Year ended 31 March 2026

Strategic report

Objectives and activities

The Trustees, who are also Directors of the Foundation and Friends of the Royal Botanic Gardens, Kew (the “Foundation”) for the purposes of the Companies Act, submit their Trustees’ Report, which includes the Directors’ Report and Strategic Report for Companies Act purposes and the audited Financial Statements of the Foundation for the year ended 31 March 2026.

Object

The Foundation’s object, set out in its Articles of Association, is to support the purposes of Royal Botanic Gardens, Kew (“RBG Kew”) in such manner as the Foundation shall think fit. The Foundation is a Public Benefit Entity.

Public benefit

RBG Kew’s general functions are set out in the National Heritage Act 1983 and are to:

The Trustees have reviewed the activities of RBG Kew against the public benefit principles outlined in the guidance issued by the Charity Commission and the Trustees believe that, as these meet the public benefit charitable aims, the Foundation in turn meets the public benefit requirements.

Strategic aims and activities

The Foundation fundraised for RBG Kew, focusing on legacy fundraising and the management of investments up until 28 February 2026. It also held historic funds to support the work of RBG Kew through the provision of grants. In February 2026, a decision was made by the Trustees of the Foundation and the Board of Trustees of RBG Kew to merge the charities to streamline governance. Assets and liabilities of the Kew Foundation charity were transferred from the Foundation to RBG Kew on 1 March 2026. The value of net assets transferred by the Foundation of £20.2M has been recognised as a gift to RBG Kew. In addition to this gift, the Foundation transferred its legal responsibility as corporate trustee of the £3M Orchid Fund permanent endowment to the Board of Trustees of RBG Kew.

The Foundation will formally be wound up during 2026/27 and will be entered on to the Charity Commission Mergers Register. Its activities will continue to be undertaken by RBG Kew.

Grant-making

Prior to the transfer of assets, the Trustees decided to make a final £5M foundational grant to the Seeds Future Fund, a Fund launched in 2025. This £5m specific purpose grant was the only pre-condition of the Foundation trustees to agreeing to the transfer of its remaining assets as a gift to RBG Kew and accordingly was paid prior the transfer of assets and undertaking to RBG Kew.

The Foundation has a long-standing history in supporting Kew’s seed collection and seeds-related science. The Foundation was established in 1990 and its very first appeal, in 1993, was for seed collecting with a target of £30k, which was exceeded within one year. Its next appeal was for the Millenium Seedbank, construction of which was completed in 2000. The Millenium Seedbank is widely considered to be one of the most significant global partnership-based conservation projects Kew has ever undertaken, and according to

2

The Foundation and Friends of the Royal Botanic Gardens, Kew Year ended 31 March 2026

Strategic report

Sir David Attenborough “perhaps the most significant conservation initiative ever.” The current RBG Kew appeal for the Seeds Future Fund seeks to raise £30m by 2030, an ambition 1,000 times greater than the target for the first appeal for funding for seed collecting a mere 30 years ago.

The Foundation’s £5M gift will allow a vital leap forward in scaling the mission of the Millenium Seed Bank by investing in cutting-edge research and in the capacity of global partners; by pioneering new, rigorous conservation methods to bank seeds and to reintroduce species into decimated ecosystems; and by developing nature-based solutions to secure global food and environmental stability.

No other grants were paid to RBG Kew to support its activities in 2025/26 (2024/25: £3.6M).

Fundraising approach and performance

From 1 April 2025 the Foundation transferred fundraising activities to RBG Kew. The Foundation has not worked with professional fundraising agents in the year.

The Foundation continued to engage RBG Kew Enterprises Limited to provide services to support the management of legacies held by the Foundation to the date of transfer.

Achievements and performance

In 2025/26, in collaboration with the staff and supporters of RBG Kew, the Foundation raised legacy income of £2.7M (2024/25: £1.9M) and gave grants totalling £5.0M (2024/25: £3.6M) to RBG Kew.

Investment income was £0.6M (2024/25: £0.8M).

Investments recorded net gains of £1.8M for the 2025/26 financial year (2024/25: net losses of £0.3M).

Structure, governance and management

The Foundation is a Registered Charity (number 803428) and a Company limited by guarantee (number 2499006). It is governed by its Articles of Association (revised in October 2022).

Trustees and Directors

The Trustees who held office during and at the end of the year are listed on page 1.

During 2025/26, the Foundation Board of Trustees held three board meetings. A merger sub-committee established by the main board held numerous meetings throughout the year to advance the merger. The merger sub-committee provided frequent updates to the main board and actively sought its approval in respect to key decisions, before the final decision to merge was made by the Board on 24 February 2026.

In accordance with section 177 of the Companies Act 2006 and Article 54 of the Articles, Steve Almond, on the basis of his role as trustee of RBG Kew which represented a conflict of loyalty and a conflict of interest, did not participate in the decision to transfer the Foundation's assets and undertaking to RBG Kew.

Following the transfer of activities, assets and liabilities to RBG Kew the Trustees have agreed to remain in post until the accounts for the year to 31 March 2026 have been signed. Subsequently Jan Pethick, Kristina Kenworthy, Jane Reeves and Jantiene Klein Roseboom van der Veer will step down and appoint new Trustees in their place who will be responsible for the winding up of the charity, as detailed in the transfer agreement.

Organisational structure

The Foundation has no employees, and the Trustees are considered the Key Management Personnel. Services and support to manage legacy and grant income were provided by RBG Kew and RBG Kew Enterprises Limited.

3

The Foundation and Friends of the Royal Botanic Gardens, Kew Year ended 31 March 2026

Strategic report

Pay and remuneration arrangements

The Trustees are not remunerated for their role.

Related parties

The Foundation Board has a maximum of six Trustees; up to up to four Trustees are independent and up to two Trustees can be recommended for appointment by RBG Kew. Steve Almond was a Trustee of both RBG Kew and the Foundation during 2025/26.

The Foundation is fully consolidated into the RBG Kew group accounts reflecting the nature of activities undertaken by the Foundation, which are for the benefit of RBG Kew. As RBG Kew did not have the ability to utilise the funds of the Foundation, which were subject to decision-making by the Foundation’s Board of Trustees, these funds were shown as restricted funds in RBG Kew’s financial statements until the transfer. Following the transfer, these funds were allocated to the appropriate RBG Kew restricted and unrestricted reserve.

The Foundation had related party transactions with RBG Kew and with RBG Kew Enterprises Limited (a wholly owned subsidiary of RBG Kew). RBG Kew Enterprises Limited provided legacy fundraising services (to 31 March 2025) and administrative services to support the management of grants to the date of transfer. RBG Kew provided back-office support services to the Foundation including accounting services.

Two Kew Foundation Trustees (Jan Pethick and Steve Almond) were also members of RBG Kew’s Development Council, an advisory committee of RBG Kew’s Executive Board, in the year. The Council promotes and supports RBG Kew’s fundraising and provides advice on all aspects of RBG Kew’s fundraising activities.

Systems of internal control

The systems of internal control operated during the year were designed to provide reasonable, but not absolute, assurance against material misstatement or loss. They included:

Risk management for the Foundation is outlined on page 6.

Going concern

The expectation following the transfer of the activities, assets and liabilities to RBG Kew in March 2026, is that the Foundation will be wound up during 2026/27. Accordingly, the Trustees have adopted a breakup basis in preparing the Trustees’ Report and Financial Statements.

Financial review

Results for 2025/26

The results for the year are set out in the Statement of Financial Activities (SOFA).

Total income received in the year ended 31 March 2026 was £3.4M (2025: £2.3M).

Legacy income increased to £2.7M (2025: £1.9M), in line with expectations based on notifications. Legacy income includes legacies where income is expected but has yet to be received. No grants or donations were received in the year (2024: £nil).

Net income for the year amounted to £28K net profit (2025: £1.9M net deficit) after grants to RBG Kew of £5.0M (2025: £3.6M).

Reserves

The Foundation had no net funds as of 31 March 2026, following transfer of net assets of £20.2M to RBG Kew on 1 March 2026 (see note 16).

4

The Foundation and Friends of the Royal Botanic Gardens, Kew Year ended 31 March 2026

Strategic report

Investment Policy and Statement of Investment Principles

The Foundation held sufficient funds to ensure liquidity and to meet the requirements for specific projects and purposes. These funds were invested in short and medium-term deposits and other short and medium-term instruments according to the guidelines set out by the Board.

The Trustees delegated management of its investment portfolio to discretionary fund managers Cazenove Capital. Invested funds included the Sainsbury Orchid Fund endowment, other endowment funds and unspent legacy funds.

Funds invested by Cazenove Capital were invested primarily in the Sustainable Charity Multi-Asset Fund, with some lower risk holdings of bonds and cash investments. The target return was CPI plus 3% per annum.

Funds invested with Cazenove returned a gain for 2025/26 of 11.8% to the date of transfer (2024/25: gain of 1.7%).

These investments were transferred to RBG Kew as part of the transfer agreement and continue to be held by Cazenove Capital.

Fundraising

The Trustees thank the following for their generous support of our vital work:

Legacies:

Gillian Adams, Jean Anderson, Jeffery Bowman, Christine Bryce, Stella Chance, Brian Drage, Elisabeth Drummond-Hay, Charles Easmon, John Farr, Valerie Hamblen, Anthony Hardy, Johanna Harrison, Rosemary Hickman, Michael Hoban, Margaret Hunt, Karin Jamieson, Valerie Jennings, John Layton, Hugh and Jacqueline Linnell, Geoffrey Denham Lloyd, Margaret Lobo, Susan Loosley, Margaret Loraine, Betty Miller, Angela Moran, Frances Wills O’Neil, Robert Peacock, Cecil Pocock, Barbara Purvis, Margaret Read, Olive Saunders, Ann Voller, Kevin Whiston, David Williams

And all other supporters, including those who have chosen to remain anonymous.

Risk management

The Foundation had a robust risk management framework which was updated, presented to, and reviewed by Trustees once a year. Each risk was assigned risk owner who coordinated actions to mitigate the risk and record progress made and actions completed.

Plans for future periods

The Foundation will formally be wound up during 2026/27 and will be entered on to the Charity Commission Mergers Register.

5

The Foundation and Friends of the Royal Botanic Gardens, Kew Year ended 31 March 2026

Trustees’ responsibilities statement

The Trustees (who are also Directors of the Foundation for the purposes of company law) are responsible for preparing the Trustees' Annual Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice) including FRS 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland".

Company law requires the Trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for that period. In preparing these financial statements, the Trustees are required to:

The Trustees are responsible for keeping adequate accounting records that disclose with reasonable accuracy at any time the financial position of the charitable company and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

In so far as the trustees are aware:

The Trustees are responsible for the maintenance and integrity of the corporate and financial information. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

The Trustees’ Report and the Strategic Report were approved by the Trustees and signed on their behalf by:

Jan Pethick Chair

26 June 2026

6

Independent auditor’s report to the Members and Trustees of The Foundation and Friends of the Royal Botanic Gardens, Kew

Opinion

We have audited the financial statements of The Foundation and Friends of the Royal Botanic Gardens, Kew for the year ended 31 March 2026 which comprise the Statement of Financial Activities, the Balance Sheet, the Summary Income and Expenditure Account, the Statement of Cash Flows and notes to the financial statements, including a summary of significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice).

In our opinion, the financial statements:

give a true and fair view of the state of the charitable company’s affairs as at 31 March 2026 and of the charitable company’s net movement in funds, including the income and expenditure, for the year then ended; have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice; and, have been prepared in accordance with the requirements of the Companies Act 2006.

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditor’s responsibilities for the audit of the financial statements section of our report. We are independent of the charity in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC’s Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Emphasis of matter - non-going concern basis

In forming our opinion on the financial statements, which is not modified, we have considered the adequacy of the disclosure in note 1 of the financial statements, which explains that the Company’s financial statements have been prepared on a basis other than the going concern basis because the directors have taken the decision to cease trading.

Emphasis of matter - financial statements prepared on a basis other than going concern

We draw attention to Note 1 to the financial statements which explains that the trustees have taken the decision to cease activities in the Foundation and therefore do not consider it to be appropriate to adopt the going concern basis of accounting in preparing the financial statements. Accordingly, the financial statements have been prepared on a basis other than going concern.

Our opinion is not modified in respect of this matter.

Other information

The trustees are responsible for other information. The other information comprises the information included in the Trustees’ Report. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon.

In connection with our audit of the financial statements, our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether there is a material misstatement in the financial statements or a material misstatement of the other information. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact. We have nothing to report in this regard.

Opinions on other matters prescribed by the Companies Act 2006

In our opinion, based on the work undertaken in the course of the audit:

• the information given in the Trustees’ Report (which includes the strategic report and the directors’ report prepared for the purposes of company law) for the financial year for which the financial statements are prepared is consistent with the financial statements; and

• the strategic report and the directors’ report included within the Trustees’ Report have been prepared in accordance with applicable legal requirements

7

Independent auditor’s report to the Members and Trustees of The Foundation and Friends of the Royal Botanic Gardens, Kew (cont.)

Matters on which we are required to report by exception

In the light of the knowledge and understanding of the charitable company and its environment obtained in the course of the audit, we have not identified material misstatements in the Trustees’ Report (which incorporates the strategic report and the directors’ report).

We have nothing to report in respect of the following matters in relation to which the Companies Act 2006 requires us to report to you if, in our opinion:

adequate accounting records have not been kept by the charitable company; or

the charitable company financial statements are not in agreement with the accounting records and returns; or certain disclosures of trustees’ remuneration specified by law are not made; or

we have not received all the information and explanations we require for our audit; or

the trustees were not entitled to prepare the financial statements in accordance with the small companies’ regime and take advantage of the small companies’ exemptions in preparing the trustees’ report and from the requirement to prepare a strategic report.

Responsibilities of trustees for the financial statements

As explained more fully in the trustees’ responsibilities statement set out on page 6 , the trustees (who are also the directors of the charitable company for the purposes of company law) are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the trustees are responsible for assessing the charitable company’s ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the trustees either intend to liquidate the charitable company or to cease operations, or have no realistic alternative but to do so.

Auditor’s responsibilities for the audit of the financial statements

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with out responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below:

Based on our understanding of the company and the environment in which it operates, we identified that the principal risks of non-compliance with laws and regulations related to regulatory requirements for the charitable company, and we considered the extent to which non-compliance might have a material effect on the financial statements. We also considered those laws and regulations that have a direct impact on the preparation of the financial statements such as the Companies Act 2006 and the Charities Act 2011, and consider other factors such as the taxation environment.

We evaluated management’s incentives and opportunities for fraudulent manipulation of the financial statements (including the risk of override of controls), and determined that the principal risks were related to posting inappropriate journal entries to revenue and management bias in accounting estimates. Audit procedures performed by the engagement team included:

8

Independent auditor’s report to the Members and Trustees of The Foundation and Friends of the Royal Botanic Gardens, Kew (cont.)

Because of the inherent limitations of an audit, there is a risk that we will not detect all irregularities, including those leading to a material misstatement in the financial statements or non-compliance with regulation. This risk increases the more that compliance with a law or regulation is removed from the events and transactions reflected in the financial statements, as we will be less likely to become aware of instances of non-compliance. The risk is also greater regarding irregularities occurring due to fraud rather than error, as fraud involves intentional concealment, forgery, collusion, omission or misrepresentation.

A further description of our responsibilities for the audit of the financial statements is located on the Financial Reporting Council’s website at: www.frc.org.uk/auditorsresponsibilities. This description forms part of our auditor’s report.

Use of our report

This report is made solely to the charitable company's members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006. Our audit work has been undertaken so that we might state to the charitable company's members those matters we are required to state to them in an Auditor's report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charitable company and the charitable company's members as a body, for our audit work, for this report, or for the opinions we have formed.

Richard Weaver (Senior Statutory Auditor) For and on behalf of HaysMac LLP, Statutory Auditors

10 Queen Street Place London EC4R 1AG

Date: 29 June 2026

9

The Foundation and Friends of the Royal Botanic Gardens, Kew

Statement of Financial Activities Year ended 31 March 2026

Statement of Financial Activities
Year ended 31 March 2026
Notes
Income and endowments from:
Donations, grants and legacies
2
Investments
3
Total income
Expenditure on:
Raising funds
4
Charitable activities
4
Total expenditure
Net gains on investments
7
Net income / (expenditure) for
the year
Transfers between funds
10
Transfer of assets
16
Transfer of trusteeship
16
Net movement in funds
Funds brought forward
10
Funds carried forward
10
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds
£’000
£’000
£’000
£’000
1,964
766
-
2,730
462
-
185
647
2025/26
2,426
766
185
3,377
(143)
-
(12)
(155)
-
(5,000)
-
(5,000)
(143)
(5,000)
(12)
(5,155)
1,216
-
590
1,806
3,499
(4,234)
763
28
(4,321)
6,754
(2,433)
-
(11,865)
(8,257)
(68)
(20,190)
-
-
(3,015)
(3,015)
(12,687)
(5,737)
(4,753)
(23,177)
12,687
5,737
4,753
23,177
-
-
-
-

All gains and losses recognised for the year are included above. All restricted funds received and expended relate to income funds. Notes 1 to 16 form part of these accounts.

10

The Foundation and Friends of the Royal Botanic Gardens, Kew

Statement of Financial Activities Year ended 31 March 2026

Statement of Financial Activities
Year ended 31 March 2026
Notes
Income and endowments from:
Donations, grants and legacies
2
Investments
3
Total income
Expenditure on:
Raising funds
4
Charitable activities
4
Total expenditure
Net losses on investments
7
Net income / (expenditure) for
the year
Transfers between funds
10
Net movement in funds
Funds brought forward
10
Funds carried forward
10
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds
£’000
£’000
£’000
£’000
1,705
188
-
1,893
559
-
196
755
2024/25
2,264
188
196
2,648
(597)
(1)
(12)
(610)
(3,048)
(563)
-
(3,611)
(3,645)
(564)
(12)
(4,221)
(203)
-
(99)
(302)
(1,584)
(376)
85
(1,875)
(9)
245
(236)
-
(1,593)
(131)
(151)
(1,875)
14,280
5,868
4,904
25,052
12,687
5,737
4,753
23,177

All gains and losses recognised for the year are included above. All restricted funds received and expended relate to income funds. Notes 1 to 16 form part of these accounts.

11

The Foundation and Friends of the Royal Botanic Gardens, Kew

Summary income and expenditure account Year ended 31 March 2026

Income
Donations and legacies
Interest and investment income
Gains/(losses) on investments
Gross income in the reporting period
Total expenditure in the reporting period
Net income / (expenditure) for the reporting period
2025/26
2024/25
£’000
£’000
2,730
1,893
462
559
1,216
(203)
4,408
2,249
(5,143)
(4,209)
(735)
(1,960)

As required by the Companies Act 2006, this statement presents the movements on income and expenditure excluding endowment funds.

12

The Foundation and Friends of the Royal Botanic Gardens, Kew

Balance Sheet as at 31 March 2026

Notes
Fixed assets
Investments
7
Total fixed assets
Current assets
Debtors
8
Cash at bank and in hand
Total current assets
Creditors:amounts falling due within one year
9
Net current assets
Total assets less current liabilities
NET ASSETS
The funds of the charity:
Restricted income funds
10
Permanent endowment funds
10
Expendable endowment funds
10
Unrestricted funds – designated
10
Unrestricted funds – expressed wishes
10
Unrestricted funds – general
10
TOTAL FUNDS
2026
2025
£’000
£’000
-
14,553
-
14,553
-
3,136
-
6,473
-
9,609
-
(985)
-
8,624
-
23,177
-
23,177
-
5,737
-
2,729
-
2,024
-
9,330
-
-
-
3,357
-
23,177

Notes 1 to 16 form part of these accounts.

These financial statements of The Foundation and Friends of the Royal Botanic Gardens, Kew (registered number 2499006) were approved and authorised for issue by the Board of Trustees and signed on their behalf by:

Jan Pethick Chair 26 June 2026

13

The Foundation and Friends of the Royal Botanic Gardens, Kew

Statement of cash flows Year ended 31 March 2026

Note
Net cash flows from operating activities
14
Cash flows from investing activities:
Dividends and interest from investments
Proceeds from the sale of investments
Purchase of investments
Income not re-invested
Distributions (for charitable expenditure)
Investment management costs
Net cash flows from investing activities
Tranfers of cash to RBG Kew
Change in cash in the reporting period
Cash at the beginning of the reporting period
Cash at the end of the reporting period
2025/26
2024/25
£’000
£’000
(2,490)
(2,519)
566
605
-
157
-
(247)
(566)
(515)
449
912
37
36
486
948
(4,469)
-
(6,473)
(1,571)
6,473
8,044
-
6,473

Notes 1 to 16 form part of these accounts.

All cash and cash equivalents are included in cash at bank and in hand

14

The Foundation and Friends of the Royal Botanic Gardens, Kew

Notes to the accounts Year ended 31 March 2026

1. Statement of accounting policies

The principal accounting policies are summarised below. All have been applied consistently throughout the year.

Basis of preparation

The financial statements have been prepared under the historical cost convention, with the exception of investments which are included at fair value. The financial statements have been prepared in accordance with the Statement of Recommended Practice (SORP 2019): Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued on 16 July 2014, the Charities Act 2011 and in compliance with the Companies Act 2006. The financial statements present information for The Foundation and Friends of the Royal Botanic Gardens Kew (“Kew Foundation” or “the Foundation”).

Foundation status

The Foundation is a private company limited by guarantee, incorporated in England and Wales and is a charity registered in England and Wales. It is a Public Benefit Entity. The members of the Foundation are the Trustees. When the Foundation is wound up, the liability in respect of the guarantee is limited to £1 per member of the Foundation.

Going concern

The Foundation ceased trading on 28 February 2026. The expectation following the transfer of the activities, assets and liabilities to RBG Kew on 2 March 2026, is that the Foundation will be wound up during 2026/27. Accordingly, the Trustees have adopted a break up basis in preparing the Trustees’ Report and Financial Statements.

Reserves

The Foundation reserves were transferred to corresponding RBG Kew reserves in March 2026. As part of the transfer agreement designated reserves were released into unrestricted general reserves or where they represented non obligatory legacies to an unrestricted expressed wish fund. In addition expendable endowments were released to restricted funds, and following a review of will wording funds were also transferred between restricted and expressed wish funds.

Fund accounting

General or unrestricted funds were available for use at the discretion of the Trustees in furtherance of the objectives of the Foundation up until the transfer date and are now available to RBG Kew.

Restricted funds are funds which have been raised by the Foundation for particular purposes and are to be used in accordance with specific restrictions imposed by donors. The aim and use of each material restricted fund are set out in the notes to the financial statements.

Endowment funds were a mix of expendable and permanent funds, the expendable endowments were released as part of the transfer. Permanent endowment funds were held by the Foundation as a corporate trustee and do not form part of the corporate property of the charitable company, these were transferred as permanent endowments to RBG Kew.

Investment income, gains and losses are allocated to the appropriate fund.

Income

Until the transfer date all income has been included in the Statement of Financial Activities (SOFA) when the Foundation was legally entitled to the income, receipt was probable, and the amount could be measured with sufficient reliability. For pecuniary legacies, this was upon notification (probate). Residuary legacies were recognised when probate is granted and there is sufficient information to value them (usually receipt of estate accounts). Where legacies include the transfer of property, this is included at valuation.

No amounts are included in the financial statements for services donated by volunteers.

Income tax recoverable in relation to investment income was recognised at the time the investment income was receivable.

15

The Foundation and Friends of the Royal Botanic Gardens, Kew

Notes to the accounts Year ended 31 March 2026

Expenditure

Until the transfer date expenditure was accounted for on an accruals basis. Where costs could not be directly attributed to particular activities, they have been allocated on a basis consistent with the use of resources.

Unrestricted grants to RBG Kew were recognised when approved and formally communicated with the recipient. Restricted grants to RBG Kew were recognised and awarded to RBG Kew on approval of a valid claim.

Grant making

Until the transfer date, the Foundation raised monies for RBG Kew and requests for payment for various projects proposed by RBG Kew were made to the Foundation Trustees. When applications were received, the Foundation gave independent due consideration to granting such funds, considering the strategy and wishes of the donor and, if approved by the Trustees, payment was made. Proper evidence of expenditure was always required, to the satisfaction of the Trustees. Due to discussions regarding transfer of activities and assets to RBG Kew, no payments were made to RBG Kew for expenditure incurred in 2025-26 on grants approved by the Foundation in prior years. As part of the transfer a restricted grant of £5m was made to RBG Kew for work on seed conservation.

Investments

Investments were transferred to RBG Kew in March 2026 at fair value. The SOFA includes the net gains and losses arising on revaluations and disposals throughout the year to the date of transfer. Investment movements as disclosed in the Statement of Cash Flows reflect additions to and withdrawals from the investment portfolio to the date of transfer.

Taxation accounting

The Foundation is a registered charity and has no liability to corporation tax on its charitable activities under the Corporation Tax Act 2010 (chapters 2 and 3 of part ii, section 466 onwards) or Section 256 of the Taxation for Chargeable Gains Act 1992, to the extent surpluses are applied to its charitable purposes. No tax charge has arisen in the years ended 31 March 2026 or 31 March 2025.

Financial instruments

Treatment was as follows to the date of transfer to RBG Kew:

Critical accounting judgements and key sources of estimation uncertainty

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

The estimates and underlying assumptions are reviewed periodically. Revisions to accounting estimates during the year were recognised in balances prior to the transfer to RBG Kew.

Residuary legacies to the date of transfer were estimated based on information provided by executors, and judgement made on whether there is sufficient information to value them.

16

The Foundation and Friends of the Royal Botanic Gardens, Kew

Notes to the accounts Year ended 31 March 2026

The Trustees do not consider there are any other critical judgements or sources of estimation uncertainty requiring disclosure.

  1. Income and endowments from donations, grants and legacies
Grants and donations
Legacies
Unrestricted
Restricted
Endowment Total
£’000
£’000
£’000
£’000
-
-
-
-
1,964
766
-
2,730
2025/26
1,964
766
-
2,730
Grants and donations
Legacies
Unrestricted
Restricted
Endowment Total
£’000
£’000
£’000
£’000
-
-
-
-
1,705
188
-
1,893
2024/25
1,705
188
-
1,893

As at date of transfer, the Foundation had been notified of 48 (2025: 45) legacies, estimated to be worth £6.42M (2025: £3.05M), £3.72M (2025: £2.91M) of which was recognised as receipt was probable and the amount could be measured with sufficient reliability.

Of these, the Foundation had been notified of 37 (2025: 33) residuary legacies estimated to be worth £6.26M (2025: £2.98M) and of which £3.45M (2025: £2.87M) was recognised.

17

The Foundation and Friends of the Royal Botanic Gardens, Kew

Notes to the accounts

Year ended 31 March 2026

3. Income from investments

3.
Income from investments
Bank interest
Dividends & other distributions
Unrestricted
Restricted
Endowment Total
£’000
£’000
£’000
£’000
81
-
-
81
381
-
185
566
2025/26
462
-
185
647
Bank interest
Dividends & other distributions
Unrestricted
Restricted
Endowment Total
£’000
£’000
£’000
£’000
150
-
-
150
409
-
196
605
2024/25
559
-
196
755

4. Expenditure

4.
Expenditure
2025/26
Marketing
and other
direct costs
Grant
funding of
activities
Support and
governance
costs
Total
Raising funds – donations and legacies
Raising funds – investment income
Total Raising funds
Charitable activities
-Science
-Horticulture and Learning
-Other support to RBG Kew
Total Charitable activities
Total Support costs
Total
£’000
£’000s
£’000
£’000
-
-
118
118
37
-
-
37
37
-
118
155
-
5,000
-
5,000
-
-
-
-
-
-
-
-
-
5,000
-
5,000
118
-
(118)
-
155
5,000
-
5,155

18

The Foundation and Friends of the Royal Botanic Gardens, Kew

Notes to the accounts Year ended 31 March 2026

4. Expenditure (continued)

Raising funds – donations and legacies
Raising funds – investment income
Total Raising funds
Charitable activities
-Science
-Horticulture and Learning
-Other support to RBG Kew
Total Charitable activities
Total Support costs
Total
Marketing
and other
direct costs
Grant
funding of
activities
Support and
governance
costs
Total
£’000
£’000s
£’000
£’000
339
-
235
574
36
-
-
36
2024/25
375
-
235
610
-
337
-
337
-
49
-
49
-
3,225
-
3,225
-
3,611
-
3,611
235
-
(235)
-
610
3,611
-
4,221

5. Support and governance costs

5.
Support and governance costs
Costs incurred
Governance
Office administration and other support
2025/26
2024/25
Total
Total
£’000
£’000
28
18
90
216
118
234

19

The Foundation and Friends of the Royal Botanic Gardens, Kew

Notes to the accounts Year ended 31 March 2026

6. Net (expenditure)/income

This is stated after charging:

This is stated after charging:
2025/26 2024/25
Total Total
£’000 £’000
Auditor’s remuneration:
Fees payable to the company’s auditor for the audit of the Foundation’s annual accounts 28 18

7. Fixed asset investments

7.
Fixed asset investments
Endowment Other Total
Investments Investments
£’000 £’000 £’000
At 1 April 2025 4,753 9,800 14,553
Sales proceeds - - -
Purchases - - -
Income not re-invested 185 381 566
Realised and unrealised gains / (losses) 590 1,216 1,806
Distribution (for charitable expenditure) (146) (303) (449)
Investment management costs (12) (25) (37)
Transfer of investment (5,370) (11,069) (16,439)
At 31 March 2026 - - -
Endowment Other Total
Investments Investments
£’000 £’000 £’000
At 1 April 2024 4,904 10,294 15,198
Sales proceeds (50) (107) (157)
Purchases 100 147 247
Income not re-invested 146 369 515
Realised and unrealised gains / (losses) (99) (203) (302)
Distribution (for charitable expenditure) (236) (676) (912)
Investment management costs (12) (24) (36)
At 31 March 2025 4,753 9,800 14,553

20

The Foundation and Friends of the Royal Botanic Gardens, Kew

Notes to the accounts Year ended 31 March 2026

Investment at fair value comprise:
Bonds
Liquidity funds (including cash and cash equivalents)
Charity Multi Asset Funds
At 31 March
All fixed asset investments are held in the UK.
Investments at historical cost
2026
2025
£’000
£’000
-
807
-
905
-
13,486
-
15,198
-
10,455

All investments were transferred to RBG Kew see note 16 for details

  1. Debtors: amounts due within one year
Accrued income 2025/26
2024/25
Total
Total
£’000
£’000
-
3,136

All debtors were transferred to RBG Kew see note 16 for details

  1. Creditors: amounts falling due within one year
Costs incurred
Payable to related undertakings
Accruals
2025/26
2024/25
Total
Total
£’000
£’000
-
969
-
16
-
985

All creditors were transferred to RBG Kew see note 16 for details

21

The Foundation and Friends of the Royal Botanic Gardens, Kew

Notes to the accounts

Year ended 31 March 2026

10. Statement of funds

10.
Statement of funds
Balance 1
April 2025
Income Expenditure Recognised
gains/
(losses)
Transfers
between
funds
Deed of
transfer to
RBG Kew
Balance
31 March
2026
£’000 £’000 £’000 £’000 £’000 £’000
Restricted Income Funds 5,737 766 (5,000) - 6,754 (8,257) -
Endowment funds
Sainsbury Orchid Fund 2,669 104 (7) 331 (82) (3,015) -
Shawdon Fund 60 2 - 8 (2) (68) -
Expendable endowments
Smythies Fund 191 7 (1) 24 (221) -
Lennox Boyd Fund 688 27 (2) 85 (798) -
Bewsey Fund 1,145 45 (3) 142 (1,329) -
Total endowment funds 4,753 185 (13) 590 (2,432) (3,083) -
Total restricted and
endowment funds
10,490 951 (5,013) 590 4,322 (11,340) -
Unrestricted designated
funds
Director of Science Research 381 - - - (381) - -
Kew Learning Centre 4,370 - - - (4,370) - -
Outreach Strategy 2,407 - - - (2,407) - -
Other 2,172 420 - - (2,592) - -
9,330 420 - - (9,750) - -
Unrestricted expressed wishes
Science and research - - - - 2,989 (2,989) -
Horticulture and gardens - - - - 92 (92) -
Wakehurst - - - - 98 (98) -
- - - - 3,179 (3,179) -
Unrestricted funds
General Fund 3,357 2,006 (143) 1,216 2,249 (8,685) -
Total unrestricted funds 12,687 2,426 (143) 1,216 (4,322) (11,864) -
Total funds 23,177 3,377 (5,156) 1,806 - (23,204) -

22

The Foundation and Friends of the Royal Botanic Gardens, Kew

Notes to the accounts Year ended 31 March 2026

10. Statement of funds (continued)

Restricted Income Funds
Endowment funds
Sainsbury Orchid Fund
Shawdon Fund
Expendable endowments
Smythies Fund
Lennox Boyd Fund
Bewsey Fund
Total endowment funds
Total restricted and endowment
funds
Unrestricted designated funds
Property Fund
Director of Science Research
Kew Learning Centre
Outreach Strategy
Other
Unrestricted funds
General Fund
Total unrestricted funds
Total funds
Balance 1
April 2024
Income
Expenditure
Recognised
gains/
(losses)
Transfers
Balance
31 March
2025
£’000
£’000
£’000
£’000
£’000
£’000
5,868
188
(564)
-
245
5,737
2,731
109
(7)
(55)
(109)
2,669
63
2
-
(1)
(4)
60
199
8
-
(4)
(12)
191
717
29
(2)
(14)
(42)
688
1,194
48
(3)
(25)
(69)
1,145
4,904
196
(12)
(99)
(236)
4,753
10,772
384
(576)
(99)
9
10,490
800
-
-
-
(800)
-
594
-
(213)
-
-
381
4,370
-
-
-
-
4,370
408
-
(539)
-
2,538
2,407
2,783
44
(496)
-
(159)
2,172
8,955
44
(1,248)
-
1,579
9,330
5,325
2,220
(2,397)
(203)
(1,588)
3,357
14,280
2,264
(3,645)
(203)
(9)
12,687
25,052
2,648
(4,221)
(302)
-
23,177

See Note 15 for details of general support to RBG Kew.

23

The Foundation and Friends of the Royal Botanic Gardens, Kew

Notes to the accounts Year ended 31 March 2026

10. Statement of funds (continued)

Funds information

Restrictions on the endowment funds are as follows:

As part of the transfer agreement, the Trustees agreed for the expendable endowments (Smythies, Lennox Boyd and Bewsey) to be released to restricted funds. The following funds were transferred to restricted funds to be utilised in line with restrictions noted above.

utilised in line with restrictions noted above.
Smythies
Lennox Boyd
Bewsey
Transferred to restricted
£’000
215
777
1,293
2,285

The designated unrestricted funds were also released as part of the transfer agreement either to the unrestricted general fund, or where they related to legacies with expressed wishes but without any obligations to the unrestricted expressed wishes fund.

24

The Foundation and Friends of the Royal Botanic Gardens, Kew

Notes to the accounts Year ended 31 March 2026

10. Statement of funds (continued)

Balance 1
April 2025
Income Expenditure Transfers
between
funds
Deed of
transfer to
RBG Kew
Balance
31 March
2026
£'000 £'000 £'000 £'000 £'000
Restricted Funds
Science
Seed conservation 2,021 320 (5,000) 4,976 (2,317) -
Science PhD programme and other science edu 456 326 - 48 (830) -
Orchid Fellow 268 - - 82 (350) -
Other scientific research and associated activity 1,119 19 - 2,137 (3,275) -
Horticulture and botanic gardens
Horticultural education and apprentices 600 - - (503) (97) -
Wakehurst Place 283 - - (87) (196) -
Other horticultural activity 472 106 - (91) (487) -
Other
Other education and outreach activity 483 (5) - (30) (448) -
Other activity in support of RBG Kew 35 - - 222 (257) -
Grand Total 5,737 766 (5,000) 6,754 (8,257) -

25

The Foundation and Friends of the Royal Botanic Gardens, Kew

Notes to the accounts Year ended 31 March 2026

Restricted Funds
Science
Seed conservation
Science PhD programme and other science education
Orchid Fellow
Other scientific research and associated activity
Horticulture and botanic gardens
Horticultural education and apprentices
Wakehurst Place
Other horticultural activity
Other
Other education and outreach activity
Other activity in support of RBG Kew
Grand Total
Balance 1
April 2024
Income
Expenditure
Transfers
between
funds
Balance
31 March
2025
£'000
£'000
£'000
£'000
£'000
1,856
54
(110)
221
2,021
123
-
(42)
375
456
237
-
(78)
109
268
1,387
75
(89)
(254)
1,119
601
-
(1)
-
600
452
-
(169)
-
283
308
59
(49)
154
472
881
-
(24)
(374)
483
23
-
(2)
14
35
5,868
188
(564)
245
5,737

Within restricted funds there are various levels of restriction. Transfers between funds are made as appropriate and reflect allocation to specific activity as confirmed with the donor. Following review of legacies funds were transferred between unrestricted and restricted funds.

11. Analysis of net assets between funds

The Foundation had no net assets at 31 March 2026.

Fund balances at 31 March 2025 are represented by:

Long-term investments
Cash at bank
Debtors
Creditors
Unrestricted
Restricted
Endowment
Total
£’000
£’000
£’000
£’000
6,618
3,182
4,753
14,553
4,588
1,885
-
6,473
2,159
977
-
3,136
(678)
(307)
-
(985)
2025
12,687
5,737
4,753
23,177

12. Salary and staff costs

No staff are employed by the Foundation. The total remuneration (including pension contributions) of the key management personnel for the year was £nil (2025: £nil).

During the year Trustees received no remuneration or benefits in kind (2025: £nil). No Trustees were reimbursed expenses for travel, subsistence or donor meetings (2025: £nil).

26

The Foundation and Friends of the Royal Botanic Gardens, Kew

Notes to the accounts

Year ended 31 March 2026

13. Related party transactions

No donations were received from the Trustees in the year (2025: £nil). There were no other related party transactions with Trustees in either year.

The Foundation has related party transactions with RBG Kew and also with RBG Kew Enterprises Ltd.

Expenditure includes an amount of £5,000K (2025: £3,610K) and creditors for the year ending 31 March 2026 included an amount of £nil (2025: £969K) relating to RBG Kew and RBG Kew Enterprises Ltd.

Income includes an amount of £nil (2025: £nil) and debtors for the year ending 31 March 2026 included an amount of £nil (2025: £nil) relating to RBG Kew and RBG Kew Enterprises Ltd.

No other related party transactions are noted.

The Foundation is consolidated into RBG Kew’s accounts which are publicly available and can be obtained from the same registered address. RBG Kew group includes the Foundation, RBG Kew Enterprises Ltd and RBG Kew, and is a world-leading plant science institute committed to understanding and protecting plants and fungi, for the wellbeing of people and the future of all life on Earth. It is also a leading visitor attraction, welcoming over 2.7 million visitors to the world-class gardens at Kew and Wakehurst.

27

The Foundation and Friends of the Royal Botanic Gardens, Kew

Notes to the accounts

Year ended 31 March 2026

  1. Reconciliation of net income to net cash flow from operating activities
14.
Reconciliation of net income to net cash flow from operating activities
Net expenditure for the reporting period (as per the statement of financial activities)
Adjustments for:
(Gains) / losses on investments
Dividends and interest from investments
Operating cash flow before movement in working capital
(Increase)/Decrease in debtors
Increase / (decrease) in creditors
Net cash provided by operating activities
2025/26
2024/25
£’000
£’000
28
(1,875)
(1,806)
302
(566)
(605)
(2,344)
(2,178)
(580)
2,527
434
(2,868)
(2,490)
(2,519)

15. Grants awarded to RBG Kew

15.
Grants awarded to RBG Kew
RBG Kew Support
Specific purpose grants
Grants awarded
Unrestricted
Restricted
2025/26
£’000
£’000
£’000
-
-
-
-
5,000
5,000
-
5,000
5,000
Unrestricted
Restricted
2024/25
RBG Kew Support
Specific purpose grants
Grants awarded
£’000
£’000
£’000
1,800
-
1,800
1,247
563
1,810
3,047
563
3,610
2026
2025
£’000
£’000
-
1,700
-
1,800
-
(3,500)
-
-
Reconciliation of unrestricted grants payable
Commitments as at 1 April
Commitments made in the year
Grants paid during the year
Commitments as at 31 March

28

The Foundation and Friends of the Royal Botanic Gardens, Kew

Notes to the accounts Year ended 31 March 2026

16. Transfer of net assets to RBG Kew/change in trusteeship

In February 2026, a decision was made by the Trustees for the activities, assets and liabilities of the Foundation to be transferred to RBG Kew on 1 March 2026.

The combination was undertaken to improve operational efficiency as legacy administration, and finance and governance support were provided by RBG Kew and recharged to the Foundation.

No consideration was received and in accordance with FRS 102 Section 34 and the Charities SORP, the combination has been accounted for by RBG Kew as a public benefit entity combination that is, in substance, a gift.

For the Orchid endowment fund the corporate trusteeship was changed from the Foundation to RBG Kew.

Assets transferred and gift of assets

All assets and liabilities were transferred at their fair values as at the date of transfer. Fair values were determined using market value for investments, estimated values for legacies to be received and actual value for cash.

Fair value of identifiable assets and liabilities transferred £000
Cash and cash equivalents 4,469
Investments 13,424
Debtors 3,716
Creditors and accruals (1,419)
Net assets transferred to RBG Kew 20,190

As no consideration was received, the fair value of the net assets transferred has been recognised as a gift of assets in the SOFA

£000
Fair value of net assets transferred 20,190
Consideration transferred –
Transfer of assets recognised in SOFA 20,190

This income represents a non-exchange transfer intended to further charitable purposes. As the Foundation charity is fully consolidated, this income is removed on consolidation and therefore does not appear in the SOFA

Fund Structure – Restricted, Unrestricted and Endowment Funds The funds transferred were classified as follows at the transfer date:

£000
Restricted funds 8,257
Unrestricted funds 11,865
Endowment fund 68
Total funds transferred to RBG Kew 20,190

Restrictions relate to legacy funds where donors have restricted the funds for a particular use. Endowment funds restriction is:

29

The Foundation and Friends of the Royal Botanic Gardens, Kew

Notes to the accounts

Year ended 31 March 2026

Change in trusteeship

The Orchid fund was not a transfer of funds to RBG Kew, but a change in corporate trusteeship from the Foundation to RBG Kew. The fund was added to the endowments held by RBG Kew with the following restriction:

Governance and Operational Effects

Following the combination there have been no changes to the Board of Trustees of the Foundation, the existing Trustees will remain in post until the signing of these accounts following which some Trustees will resign and appoint in their place new Trustees who will be responsible for the winding up of the charity, in line with the transfer agreement. The transfer has been communicated to existing Executors.

30