Finance Score: 2

Governance Score: -1

Support Score: 6

Strong growth: +2
No PartB

Mainly female board: -1

Large volunteers +3
Grant maker support: +3

Overall GiG Score: 7

SHY LOWEN HORSE AND PONY SANCTUARY

We provide safe haven, care and rehabilitation for equines in need. Horses and ponies are rehomed on a permanent loan basis when health is restored and their rehabilitation is complete. Those who don't reach a level fitness to be rehomed are cared for by us and are available to the public for sponsorship. We have a strong focus on education and incorporate a team of young people aged from 11.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest 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

Regulatory & Governance issues to consider:

The Board is predominantly female

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		£206	£212	£-7	n/a	n/a	n/a	n/a	n/a	45
31/03/22		£165	£181	£-16	n/a	n/a	n/a	n/a	n/a	12
31/03/21		£165	£147	£18	n/a	n/a	n/a	n/a	n/a	32
31/03/20		£149	£144	£5	n/a	n/a	n/a	n/a	n/a	60
31/03/19		£126	£125	£0	n/a	n/a	n/a	n/a	n/a	60
31/03/18	*	£105	£105	£0	£0	£0	£0	n/a	0	0
31/03/17	*	£107	£113	£-6	£0	£0	£0	n/a	0	0
31/03/16	*	£113	£109	£4	£0	£0	£0	n/a	0	0
31/03/15	*	£108	£112	£-5	£0	£0	£0	n/a	0	0
31/03/14	*	£103	£97	£6	£0	£0	£0	n/a	0	0
31/03/13	*	£92	£92	£0	£0	£0	£0	n/a	0	0
31/03/12		£73	£73	£-1	£0	£0	£0	n/a	0	0
31/03/11	*	£72	£71	£2	£0	£0	£0	n/a	0	0
31/03/10	*	£29	£29	£0	£0	£0	£0	n/a	0	0
31/03/09		£27	£28	£-1	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 16 years

www.shylowen.com

shylowen@aol.com

07960230548

Charity Commission for England and Wales

Listed activities

Amateur Sport
Animals
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Animal sanctuaries and shelters

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Throughout England,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
45 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.

Specific Donations

Amount	When Months	To be used for
Community Foundations for Lancashire & Merseyside - Shy Lowen Equine Therapy Project
£5,000	06/06/2022	To deliver a six-week equine therapy programme.
Ministry of Defence - Covenant Fund
£16,282	12/02/2021	For community projects that reduce isolation and promote integration
National Lottery Community Fund - Site Safety at Shy Lowen
£10,000	22/01/2014 12	_x000B_This is a project by a registered charity in Liverpool. The organisation will use funding to install perimeter safety fencing and a pathway, along with purchasing lightweight tools, for their ....more _x000B_This is a project by a registered charity in Liverpool. The organisation will use funding to install perimeter safety fencing and a pathway, along with purchasing lightweight tools, for their horse and pony sanctuary. This will provide young people with a safe environment in which to work with livestock and enable them to work more effectively in the garden areas of the premises._x000B_

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Gender Split

Based on 6/7 persons

ELOUISE JONES Appointed: 2016

BERNADETTE LANGFIELD (Chair)

ERIC LANGFIELD

KELLIE O'SHEA Appointed: 2012

MICHELLE IRVING

NANETTE COX Appointed: 2014

PATRICIA SHERIDAN

Legal constitution

Charity registered in England & Wales on 20/02/2008, number: 1122891

Gift Aid

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
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

15 returns made; AR18: 1 days late, AR17: 2 days late, AR16: 1 days late, AR15: 1 days late, AR14: 2 days late, AR13: 1 days late, AR11: 2 days late, AR10: 2 days late,

Main office

18 BACK LANE
THORNTON
LIVERPOOL
L29 7WD

Objectives

1. FOR THE BENEFIT OF THE PUBLIC TO RELIEVE THE SUFFERING OF ANIMALS (IN PARTICULAR EQUINES) IN NEED OF CARE AND ATTENTION AND TO PROVIDE AND MAINTAIN RESCUE HOMES OR OTHER FACILITIES FOR THE RECEPTION, CARE AND TREATMENT OF SUCH ANIMALS.2.TO PROMOTE HUMANE BEHAVIOUR TOWARDS ANIMALS BY PROVIDING APPROPRIATE CARE, PROTECTION, TREATMENT AND SECURITY FOR ANIMALS WHICH ARE IN NEED OF CARE AND ATTENTION BY REASON OF SICKNESS, MALTREATMENT, POOR CIRCUMSTANCES OR ILL USAGE.3. TO EDUCATE THE PUBLIC IN MATTERS PERTAINING TO ANIMAL WELFARE IN GENERAL AND THE PREVENTION OF CRUELTY AND SUFFERING AMONG ANIMALS.4. TO PROVIDE OPEN SPACE FOR PEOPLE OF ALL AGES AND ABILITIES TO ENJOY AND RESPECT NATURE AND WILDLIFE.5. TO PROVIDE MENTAL HEALTH SUPPORT FOR PEOPLE WITH THE USE OF HOLISTIC THERAPIES.6. TO PROVIDE INCLUSIVE AND AFFORDABLE ETHICAL EQUESTRIAN RECREATIONAL AND LEISURE PURSUITS FOR THE COMMUNITY.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, NATIONAL.

Data Sources