THE FORTESCUE GARDEN TRUST
The laying out, planting, improvement, maintenance and upkeep of the trust land as a garden for the enjoyment of the public and also for the purposes of experimentation and research (by the growth and propagation of trees and plants of any kind and in any manner) with a view to the futherance of the study and science of botany and the increase of knowledge in respect thereof.
Objects
THE LAYING OUT PLANTING IMPROVEMENT MAINTENANCE AND UPKEEP OF THE TRUST LAND AS A GARDEN FOR THE ENJOYMENT OF THE PUBLIC AND ALSO FOR THE PURPOSES OF EXPERIMENTATION AND RESEARCH (BY THE GROWTH AND PROPAGATION OF TREES AND PLANTS OF ANY KIND AND IN ANY MANNER) WITH A VIEW TO THE FURTHERANCE OF THE STUDY AND SCIENCE OF BOTANY AND THE INCREASE OF KNOWLEDGE IN RESPECT THEREOF AND THE IMPROVEMENT OF THE METHODS AND PRACTICE OF HORTICULTURE.
Financial health, per its FY2026 accounts
The accounts state that the charity ended the year with a net surplus of £85,369 and total unrestricted reserves of £779,091, which the trustees consider adequate to meet contractual obligations and cushion against fluctuations. The trustees note that a substantial part of revenue came from non-recurring grants and legacies, and long-term success is dependent on increasing visitor numbers. The charity is prepared on a going concern basis with adequate resources for the foreseeable future.
What the accounts disclose
“The limited company is intended to generate income for the charity by the running of an onsite café, plant sales, shop sales and garden events.” — page 27
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/01/2026
- Volunteers: 25
- Government income: £9,500 — grants £9,500 (1); 2% of the £400,971 total gross income on the same return
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/01/2025
- Volunteers: 30
- Government income: £10,500 — grants £10,500 (2); 2% of the £496,984 total gross income on the same return
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/01/2024
- Volunteers: 15
- Government income: £517 — grants £517 (1); under 1% of the £272,808 total gross income on the same return
- Has a trading subsidiary
Funders the charity credits
- Finnis Scott Foundation
- Devon County Council – Devon Elevation Fund Community Renewal Fund
Trustees
- Mark Brunsdonchair
- Ian Whitfield Smith
- Jonathan Robert Webster
- Nicholas John Lewis
- Rachel Watson
- Susan Mary Allen
- Tim David Price
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/01/2026 | £401k | £327k |
| 31/01/2025 | £497k | £282k |
| 31/01/2024 | £273k | £259k |
| 31/01/2023 | £282k | £283k |
| 31/01/2022 | £300k | £260k |
Common questions
Is THE FORTESCUE GARDEN TRUST financially healthy?
Per its FY2026 accounts: The accounts state that the charity ended the year with a net surplus of £85,369 and total unrestricted reserves of £779,091, which the trustees consider adequate to meet contractual obligations and cushion against fluctuations. The trustees note that a substantial part of revenue came from non-recurring grants and legacies, and long-term success is dependent on increasing visitor numbers. The charity is prepared on a going concern basis with adequate resources for the foreseeable future. Its FY2026 accounts were independently examined.
Who funds THE FORTESCUE GARDEN TRUST?
Funders whose own accounts filings name THE FORTESCUE GARDEN TRUST as a grant recipient include THE FINNIS SCOTT FOUNDATION, THE GREATER MANCHESTER HIGH SHERIFF'S POLICE TRUST, DUCHY OF LANCASTER BENEVOLENT FUND, DEVON GARDENS TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE FINNIS SCOTT FOUNDATION | FY2025 | £10k | |
| THE GREATER MANCHESTER HIGH SHERIFF'S POLICE TRUST | FY2023 | £8k | |
| THE FINNIS SCOTT FOUNDATION | FY2022 | £5k | |
| THE GREATER MANCHESTER HIGH SHERIFF'S POLICE TRUST | FY2022 | £5k | Crime Reduction Grants |
| THE GREATER MANCHESTER HIGH SHERIFF'S POLICE TRUST | FY2024 | £3k | Crime Reduction Grants |
| THE FINNIS SCOTT FOUNDATION | FY2023 | £2k | |
| DUCHY OF LANCASTER BENEVOLENT FUND | FY2025 | £2k | |
| THE FINNIS SCOTT FOUNDATION | FY2024 | £2k | |
| DEVON GARDENS TRUST | FY2026 | £2k | replacement of windows in the old stable |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| UK government | 14/10/2020 | £36k | CRF20: The Fortescue Garden Trust |
| UK government | 14/10/2020 | £98k | CRF20: The Fortescue Garden Trust |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE GEOFFREY WATLING CHARITY | 1 | £15k |
| THE SANDERSON FOUNDATION | 1 | £10k |
| The Parochial Church Council of Godalming Minster | 1 | £995 |
Charities like this
- THE FAIRHAVEN GARDEN TRUST
- THE HIGH BEECHES GARDENS CONSERVATION TRUST
- DEVON GARDENS TRUST
- STANLEY SMITH UK HORTICULTURAL TRUST
- THE GARDENS TRUST
- FARNCOMBE COMMUNITY GARDEN
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE FORTESCUE GARDEN TRUST | £401k | — | 0 | unclear | — | no doubt |
| THE FAIRHAVEN GARDEN TRUST | £633k | — | 0 | unclear | — | no doubt |
| THE HIGH BEECHES GARDENS CONSERVATION TRUST | £112k | — | 0 | unclear | — | no doubt |
| DEVON GARDENS TRUST | £229k | — | 0 | above | — | no doubt |
| STANLEY SMITH UK HORTICULTURAL TRUST | £159k | — | 0 | below | — | no doubt |
| THE GARDENS TRUST | £337k | — | 0 | unclear | — | no doubt |