Finance Score: -6
Governance Score: 8
Support Score: 9
  • Excess reserves: -3
  • Strong growth: +2
  • Fundraising costs high: -5
  • No conflicts policy: -1
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +9
Overall GiG Score: 11 ?

THE MAGDALEN ENVIRONMENTAL TRUST

A sustainable-living charity, working in the community and operating a residential centre at the heart of a 132 acre organic farm, where a diverse range of managed and natural habitats provide the setting for a wide range of courses, bespoke workshops and eco-adventures.Children & adults learn new skills, develop a deeper understanding of the countryside and a more sustainable approach to life.
Analysis by Giving is Great

Positives:

  • There has been strong growth in spending over the last 5 years
  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • This charity does not have a Conflict of Interests policy

Financial issues to consider:

  • This charity has substantial assets and unrestricted reserves of £2,704,617 available, equivalent to 31 months of spending and so may not be able to utilise additional funding
  • Fundraising costs are extremely high relative to funds raised

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/12/23£1,279£1,041£238£402£2,974£2,70531.22050
31/12/22£631£615£16£49£1,619£1,61931.61555
31/12/21£500£454£46n/an/an/an/an/an/a
31/12/20£520£474£46£26£1,508£1,50838.21325
31/12/19£515£471£43£21£1,462£1,46237.21625
31/12/18£515£490£24£75£1,419£1,41934.7160
31/12/17£510£465£45£75£1,394£1,39436150
31/12/16£507£490£18£16£1,331£1,33132.6160
31/12/15£482£459£23n/an/an/an/an/an/a
31/12/14£459£414£45n/an/an/an/an/an/a
31/12/13£419£409£10n/an/an/an/an/an/a
31/12/12£395£388£6n/an/an/an/an/an/a
31/12/11£501£492£9£43£1,219£1,19629.2100
31/12/10?£573£683£-110£69£1,168£1,16220.4110
31/07/09£434£439£-5n/an/an/an/an/an/a
31/07/08£436£400£36n/an/an/an/an/an/a
31/07/07£435£367£68n/an/an/an/an/an/a
31/07/06£329£353£-24n/an/an/an/an/an/a
31/07/05£308£314£-6n/an/an/an/an/an/a
31/07/04£277£305£-29n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 49%
Fundraising Costs/Total Spending: 38.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 20%
Liabilities/Income: 57%
Unrestricted Funds/Total Funds: 91%
Reserves/Spending: 31.2 months
Net Current Assets/Spending: 7 months
Quick Ratio: 1.8
Asset Split ?
Balance Sheet History
Established: 34 years

www.magdalenfarm.org.uk

info@magdalenfarm.org.uk

0146030144

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
  • Environment/Conservation/Heritage
  • Other Charitable Purposes
GiG Classification
  • Other facilities management and maintenance
How it operates
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Throughout England And Wales,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Defined Groups
  • People With Disabilities
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
DCMS£128,913
Somerset Community Foundation£99,336
Power to Change£49,940
National Lottery Heritage Fund£40,500
National Lottery Community Fund£28,756
Specific Donations
Amount When
Months
To be used for
National Lottery Community Fund - Food and Enrichment support for low income families in financial crisis
£9,630 21/04/2023
The funding will be used to provide food parcels and overnight respite stays for families affected by the cost of living crisis. The project aims to support their essential needs and wellbeing.
Somerset Community Foundation - Contribution towards the overheads of an environmental charity near Chard, which have risen due to the cost-of-living crisis
£3,000 06/02/2023
Grant to Magdalen Environmental Trust
Somerset Community Foundation - Running a residential stay for Ukrainian refugee families at a therapeutic green space
£2,900 12/12/2022
Running a residential stay for Ukrainian refugee families at a therapeutic green space
BBC Children in Need - Grant to Magdalen Environmental Trust
£500 20/10/2022
0
‘Cost of Living uplift: £500 to help projects meet their rising costs and respond to increased demand 31/10/2022’
Dorset Community Foundation - Residential Stay for Young Unaccompanied Asylum Seekers
£4,000 25/08/2022
Residential visits to the Farm for young refugees and their families, to support mental health & social connections, and to learn new skills
Somerset Community Foundation - Delivering forest school and outdoor activities to schools in Bridgwater
£48,630 26/05/2022
Delivering forest school and outdoor activities to schools in Bridgwater
Somerset Community Foundation - Therapeutic residential breaks for Somerset Young Carers
£9,946 04/03/2022
Therapeutic residential breaks for Somerset Young Carers
Co-Operative Group - Grant to Magdalen
£843 23/10/2021
We would like to provide well-deserved family weekend breaks for key workers who have put the community first, while staying away from their own families who have missed them so badly.
Somerset Community Foundation - Growing Independence
£5,620 23/08/2021
Project teaching independent living skills to teenagers with autism and other learning disabilities
DCMS - GRCF2021 The Axe Valley Oasis: bioresilience and environmental engagement
£74,900 21/06/2021
We will contribute to all three objectives:1. Nature conservation and restorationCurrently, 10% of the site supports a huge diversity of wildlife, including 28 Natural England 's41' Priority Species and 25 Dorset Notable Species. We will transform ....more
National Lottery Community Fund - Post-pandemic wellbeing for trafficked children
£9,200 21/05/2021
The organisation will use the funding to run respite activities events and residential breaks for children who have been trafficked into the UK unaccompanied by family members with a view to improving their psychological wellbeing.
Somerset Community Foundation - Therapeutic residential breaks for Somerset Young Carers
£23,240 18/05/2021
Residential breaks for young carers across Somerset
Department for Work and Pensions - THE MAGDALEN ENVIRONMENTAL TRUST
£3,382 01/04/2021
The Kickstart Scheme provides funding to create new jobs for 16 to 24 year olds on Universal Credit who are at risk of long term unemployment.
DCMS - Coronavirus Community Support Fund
£49,213 22/09/2020
"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public ....more
Power to Change - C-19 CCLORS - The Magdalen Environmental Trust
£49,940 16/09/2020
Grant to C-19 CCLORS - The Magdalen Environmental Trust
Somerset Community Foundation - COVID19 Food production and donations for South Somerset residents
£2,000 11/09/2020
2
Grant to Magdalen Environmental Trust
National Lottery Heritage Fund - Grant to The Magdalen Environmental Trust
£40,500 14/05/2020
COVID 19: The Magdalen Environmental Trust
Somerset Community Foundation - COVID19 Fresh food supplies to food parcel providers for distribution
£4,000 31/03/2020
2
Fresh food supplies to food parcel providers for distribution during coronavirus
DCMS - UK Youth Fund YAF
£4,800 28/02/2020
Translating Young Leaders - a residential intervention for young people who have been trafficked into the UK
National Lottery Community Fund - Growing Accessibility
£9,926 10/01/2020
12
The project will use the funding to improve accessibility at its farm site by installing new polytunnels, wheelchair accessible paths, teaching spaces and raised beds. The project aims to provide an enhanced learning experience for visitors and ....more
BBC Children in Need - Grant to Magdalen Environmental Trust
£23,662 21/05/2019
36
This project will provide residential activities for children and young people in or at the edge of care. The activities will help to improve their social and communication skills, emotional resilience and physical health.
National Lottery Heritage Fund - Grant to The Magdalen Environmental Trust
£43,500 13/12/2018
This Is Your Land
National Lottery Community Fund - Natural Respite for families with children with disabilities
£90,807 31/10/2018
60
Magdalen Farm will provide short breaks of single days progressing to residential stays for whole families with a child with a physical or learning disability.
National Lottery Community Fund - Respite breaks for children in care at magdalen
£9,838 05/10/2018
12
The funding will be used to residential courses for children in the care system. The project aims to improve wellbeing and to develop social skills.
Garfield Weston Foundation - Main Grants award
£10,000 19/04/2018
Adventure Playground at Magdalen Farm
National Lottery Community Fund - TPP2 - Family breaks for children with autism
£42,900 13/04/2017
12
The group will deliver a series of respite weekends for children and young people with autistic spectrum disorders and their families, to strengthen relationships with each other and their local communities. Families will spend time together on the ....more
National Lottery Community Fund - Adventurous Play at Magdalen Farm
£9,944 22/03/2017
12
This is a project by a charity in Chard, Somerset serving people across the South. They will use the funding to create an accessible and safe outdoor adventure play facility for vulnerable and disadvantaged children, many with complex needs. This ....more
Dulverton Trust - Forest School Transitions
£93,510 25/10/2016
Forest School Transitions
Henry Smith Charity - Grant to Magdalen (The Magdalen Environment Trust)
£35,100 04/12/2014
36
towards three years' running costs of a project providing personal development opportunities for young carers in the South West of England
Dulverton Trust - core funding
£28,000 22/10/2014
core funding
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)
Current Trustees appointed
Gender Split
Based on 7/8 persons

Age Range of Trustees: 44-80
  • CAROLINE WALKER Appointed: 2017, Occupation: Retired Teacher
  • HILARY HABBERFIELD Appointed: 2021, Occupation: Environmental Conservation
  • MRS G SPENCE, Occupation: Trustee
  • MARTIN JOHN BISS Appointed: 2019, Occupation: Business Executive
  • RUPERT FARTHING Appointed: 2021, Occupation: Ceo
  • SARAH GLEADELL Appointed: 2017, Occupation: Retired Fundraiser And Publisher
  • STEPHEN MILLER QC Appointed: 2021
  • WILLIAM DAVIES Appointed: 2020, Occupation: Business Executive
Legal constitution
  • Charitable company registered in England & Wales on 26/03/1991, number: 1002373
  • Registered at Companies House on 16/05/1990, number: 02502427
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Volunteer management
Filing Record
20 returns made; all on time
Main office

THE MAGDALEN ENVIRONMENTAL TRUST
MAGDALEN FARM
MAUDLIN
WINSHAM
CHARD
TA20 4PA

Objectives

(A)TO ADVANCE THE EDUCATION OF YOUNG PEOPLE BY THE PROVISION OF EDUCATIONAL FACILITIES IN PARTICULAR FOR PRACTICAL LEARNING AND WORK EXPERIENCE IN THE CONTEXT OF FARM WORK AND CRAFTMANSHIP DESIGNED TO DEVELOP THE PHYSICAL, MENTAL AND MORAL CAPACITIES OF THOSE WHO BY REASON OF THEIR SOCIAL, ECONOMIC OR EDUCATIONAL CIRCUMSTANCES HAVE NEED OF SUCH FACILITIES SO AS TO REALISE THEIR POTENTIAL AS FULL MEMBERS OF SOCIETY; (B)TO ADVANCE PUBLIC EDUCATION AND PROMOTE RESEARCH INTO METHODS OF ORGANIC FARMING CONSERVATION AND ENVIRONMENTALLY SOUND LAND USE AND TO PUBLISH THE USEFUL RESULTS OF THAT RESEARCH; (C)TO RELIEVE SICKNESS AND TO PROMOTE THE PRESERVATION AND PROTECTION OF HEALTH FOR THE PUBLIC BENEFIT; (D)TO PROMOTE ALL OF ANY OTHER PURPOSES WHICH ARE CHARITABLE ACCORDING TO ENGLISH LAW.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving

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