Finance Score: 2

Governance Score: 6

Support Score: 6

Strong growth: +2
No PartB

Good trustee age range: +3
Dynamic board: +3

Grant maker support: +6

Overall GiG Score: 14

THE SHALLOWFORD TRUST

The charity runs a farm in the heart of Dartmoor to which it organises visits, historically disadvantaged children from London, but increasingly youth from Devon and the South West to experience life and work on a farm. The trustees hope their visitors will gain greater knowledge of the wider created order and a Christian understanding of it, responsibility and care for the environment.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£335	£301	£34	n/a	n/a	n/a	n/a	n/a	30
31/03/22		£388	£191	£197	n/a	n/a	n/a	n/a	n/a	80
31/03/21		£281	£98	£184	n/a	n/a	n/a	n/a	n/a	40
31/03/20		£419	£130	£289	n/a	n/a	n/a	n/a	n/a	70
31/03/19		£83	£115	£-32	n/a	n/a	n/a	n/a	n/a	25
31/03/18		£68	£131	£-63	£0	£0	£0	n/a	0	0
31/03/17		£90	£205	£-115	£0	£0	£0	n/a	0	0
31/03/16		£72	£125	£-54	£0	£0	£0	n/a	0	0
31/03/15		£1,815	£114	£1,702	£1	£2,192	£2,192	231.7	2	0
31/03/14		£15	£35	£-20	£0	£0	£0	n/a	0	0
31/03/13		£8	£34	£-26	£0	£0	£0	n/a	0	0
31/03/12		£23	£23	£0	£0	£0	£0	n/a	0	0
31/03/11		£171	£16	£155	£0	£0	£0	n/a	0	0
31/03/10		£15	£16	£-1	£0	£0	£0	n/a	0	0
31/03/09		£382	£63	£318	£0	£0	£0	n/a	0	0
31/03/08	*	£36	£67	£-31	£0	£0	£0	n/a	0	0
31/03/07		£46	£72	£-26	£0	£0	£0	n/a	0	0
31/03/06?		£58	£54	£4	£0	£0	£0	n/a	0	0
31/05/05		£43	£49	£-6	£0	£0	£0	n/a	0	0

Show more rows -->

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Download accounts

Highest pay bracket: less than £60,000

Established: 20 years
(22 years as a company)

www.shallowfordfarm.co.uk

info@shallowfordfarm.co.uk

01364621392

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage
Religious Activities

GiG Classification

Poverty relief

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space

Where it operates

Devon,

Who it helps

Children/Young People

Who works here?

Unknown number of employees
30 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years

Garfield Weston Foundation	£100,000
DCMS	£95,150
Department for Environment, Food and Rural Affairs	£7,720

Specific Donations

Amount	When Months	To be used for
DCMS - GRCF2021: Green Recovery of the Marsh Fritillary Butterfly
£95,150	21/06/2021	The project will contribute to Nature, Conservation and Restoration and Connecting People with Natureproviding one new full-time role and supporting three existing roles.New audiences will be engaged ....more The project will contribute to Nature, Conservation and Restoration and Connecting People with Natureproviding one new full-time role and supporting three existing roles.New audiences will be engaged in restoring species rich grassland on Dartmoor and safeguard priority speciesincluding the Marsh Fritillary butterfly by combining - the people skills of the Shallowford Trust with theenvironmental expertise of Butterfly Conservation and Dartmoor Hill Farm Project. Working with harder to reachgroups, local communities and key landowners the partnership will deliver a range of outcomes to improve theresilience and diversity of the areas Rhos pasture systems aiming:To provide education and hands on engagement for harder to reach groups, volunteers and the localcommunity in habitat restoration and enhancementProvide targeted advice and support for landowners managing Rhos pasture systemsDevelop skills and confidence amongst participants to monitor grasslands and the Marsh FritillarybutterflySupport the national monitoring programme of the Marsh Fritillary butterfly across Dartmoor and providedata to the UK Butterfly Monitoring SchemeThe employment of a specialist Conservation Officer to coordinate activity and work with different audiences willenable hands on engagement from seed collection and propagation to habitat restoration coordinated fromShallowford Farm.
Department for Environment, Food and Rural Affairs - M10 - Agri-environment- Climate Exchq
£7,720	01/04/2020	This measure is the primary Agri-environment-climate funding for England in delivering the Rural Development programme environmental land management priorities and builds on the agri-environment ....more This measure is the primary Agri-environment-climate funding for England in delivering the Rural Development programme environmental land management priorities and builds on the agri-environment Countryside Stewardship and Environmental Stewardship schemes offered under the previous RD programme. The measure funds activities intended to deliver environmental land management priorities contributing to Englands Biodiversity 2020 goals and legal obligations under the Habitats, Birds and Water Framework Directives and soil commitments made in the Natural Environment White Paper and increase resilience of wildlife, habitats and ecosystems to climate change. Funding is paid according to the payment rate for each option included in the individual agreement, and the area/length/number of the commitment selected and is based on income foregone and additional costs. Agreements can be 5 year multi annual commitments with the option of annual extensions for a further two years. 10 year commitments or longer will be offered in cases where an exception is clearly justified. RPA administers for measures in England.
Garfield Weston Foundation - Major Grants award
£100,000	07/02/2020	The East Shallowford Farm Development Project

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Age Range of Trustees: 38-75

ALISON KOHLER Appointed: 2023, Occupation: Retired

STEPHEN RICHARD FAWCETT Appointed: 2023, Occupation: Retired Teacher

ALISON ADLAM (Chair) Appointed: 2021, Occupation: Retired, Other trusteeship: Friends of Somerset Young Carers,

ANDREW ROBERT HERON WALKER Appointed: 2018, Occupation: County Court Manager

ANITA DOWMAN Appointed: 2021, Occupation: Barrister

JOHN ROBINSON DRACUP Appointed: 2015, Occupation: Farmer, Consultant, Other trusteeships: THE ROYAL SMITHFIELD CLUB, WIDECOMBE-IN-THE-MOOR CHURCH HOUSE AND LANDS CHARITY,

ROBERT GEORGE MUSGRAVE MBE, Other trusteeships: THE PROVIDENCE HOUSE TRUST, WASTE NOT WANT NOT BATTERSEA,

SUE ADAMS Appointed: 2013, Occupation: Retired Headteacher

Legal constitution

Charitable company registered in England & Wales on 29/07/2004, number: 1105186
Registered at Companies House on 03/05/2002, number: 04430825

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

19 returns made; AR08: 1 days late,

Main office

East Shallowford Farm
Widecombe-in-The-Moor
NEWTON ABBOT
TQ13 7PW

Objectives

1. TO ADVANCE THE EDUCATION OF CHILDREN AND YOUNG PEOPLE BY PROVIDING THEM WITH AN EXPERIENCE OF LIFE AND WORK ON A FARM AND IN THE COUNTRYSIDE; AND2. TO ADVANCE THE CHRISTIAN RELIGION AND IN PARTICULAR BUT NOT EXCLUSIVELY BY INTRODUCING THEM TO:(A) THE WIDER CREATED ORDER AND A CHRISTIAN UNDERSTANDING OF IT;(B) AN EXPERIENCE OF HUMAN LIFE AND WORK WITHIN THE CREATED ORDER;(C) THE BIBLE'S REVELATION OF HUMAN RELATIONSHIPS WITHIN CREATION, WITH EACH OTHER AND WITH GOD AND JESUS CHRIST AS CREATOR AND RESCUER.THE WORK OF THE CHARITY IS BASED ON CHRISTIAN UNDERSTANDING OF THE CREATED ORDER AND OF HUMAN RELATIONSHIPS AND IS TO BE CONSISTENT WITH THE BASIS OF FAITH AS SET OUT IN THIS MEMORANDUM (THE BASIS OF FAITH).

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE DEVON.

Data Sources