Finance Score: -3
Governance Score: 9
Support Score: 7
  • Liabilities <10%: +3
  • Excess liquidity: -1
  • Fundraising costs high: -5
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +7
Overall GiG Score: 13 ?

WHIRLOW HALL FARM TRUST LIMITED

An education and environmental charity based on a working upland farm on the outskirts of Sheffield. It exists to nurture, inspire and expand horizons for children and young people. Farming, horticulture and the countryside are used to enhance and underpin existing educational and vocational provision, or to re-engage those who have been excluded from mainstream education.
Analysis by Giving is Great

Positives:

  • The charity has received backing from multiple prominent grant makers recently
  • This charity has a robust balance sheet
  • Spending has increased over the last 3 years relative to the previous period
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

  • Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
  • 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
31/07/23£1,752£1,430£322£797£2,237£2,18718.45150
31/07/22*£1,570£1,349£221£881£1,915£1,75415.64825
31/07/21£1,394£1,067£327£741£1,693£1,50216.93720
31/07/20£1,383£1,117£267£697£1,367£1,20012.958100
31/07/19£1,187£1,136£51£118£1,100£96010.155150
31/07/18?*£1,337£1,459£-122£215£1,049£1,0098.3320
31/03/17*£1,451£1,086£364£185£1,171£1,04211.5360
31/03/16£1,103£994£109£178£806£2963.6340
31/03/15*£906£949£-43£611£685£2593.3170
31/03/14£975£932£42£594£733£3154.1250
31/03/13£879£1,007£-128£690£698£2613.1320
31/03/12*£869£891£-22£599£826£3544.8290
31/03/11£880£846£33£584£848£3635.2190
31/03/10£942£798£144£556£815£4276.4180
31/03/09£687£717£-30£187£671£2904.9200
31/03/08£731£593£138£386£700£3036.1170
31/03/07*£569£503£66£342£563£2506120
31/03/06*£530£620£-90n/an/an/an/an/an/a
31/03/05£593£565£28n/an/an/an/an/an/a
31/03/04*£528£499£29n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 83.2%
Fundraising Costs/Total Spending: 55.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 6%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 18.4 months
Net Current Assets/Spending: 4 months
Quick Ratio: 3.3
Asset Split ?
Balance Sheet History
Established: 45 years

www.whirlowhallfarm.org

admin@whirlowhallfarm.org

01142250165

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Animals
  • Arts/Culture/Heritage/Science
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
  • Environment/Conservation/Heritage
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Land or water management
How it operates
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Sheffield City,
Who it helps
  • Children/Young People
  • Other Charities Or Voluntary Bodies
  • 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
Garfield Weston Foundation£75,000
Masonic Trust£54,229
DCMS£15,000
National Lottery Community Fund£10,000
Specific Donations
Amount When
Months
To be used for
Masonic Trust - MCF Large Grant
£54,229 18/05/2023
Whirlow LIFE (Learning In a Farming Environment)
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£50,000 24/02/2023
24
Core Funding
Co-Operative Group - Grant to Whirlow Hall Farm Trust
£3,316 22/10/2022
We wish to provide activities on our working farm for vulnerable children and young people to support them to engage with education, make friends, reduce their isolation and reach their potential.
Garfield Weston Foundation - Main Grants award - COVID19 response
£25,000 12/02/2021
Whirlow Core costs
National Lottery Community Fund - Whirlow LIFE (Learning In a Farming Environment)
£10,000 05/02/2021
4
The funding will be used to deliver educational farming activities for children and young people who are at risk of being permanently excluded from education. Participants will gain knowledge through practical skills development with the aim of ....more
Co-Operative Group - Grant to Whirlow Hall Farm Trust
£3,788 24/10/2020
We plan to fund a proportion of farm costs to provide education for children and ensure the farm is ready for weekend and event visitors.
DCMS - VSCE CMC Fund
£5,000 04/09/2020
NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an ....more
DCMS - Coronavirus Community Support Fund
£10,000 11/08/2020
"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
Sport England - COVID-19 Pony Riding
£10,000 23/03/2020
11
Funding under Sport England's Small Grants funding programme for a Revenue project titled COVID-19 Pony Riding. This project is a Equestrian project, with a focus on beneficiaries with a disability.
Co-Operative Group - Grant to Whirlow Hall Farm Trust
£3,876 29/11/2017
We would like the Co-op to sponsor three schools from the most deprived areas of Sheffield to come to the farm as part of our 480 scheme.
Masonic Trust - Education Tutor
£12,030 18/10/2017
Education sessions for young people with multiple disabilities and additional needs.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split
Based on 9/10 persons

Age Range of Trustees: 48-79
  • COLIN ARTHUR ROSS Appointed: 2024, Occupation: Retired
  • HUGH FACEY Appointed: 2015, Occupation: Company Chairman
  • JOANNE MILLS Appointed: 2024, Occupation: Certified Accountant
  • KATE LOUISE GEMMELL Appointed: 2023, Occupation: Head Teacher
  • MARTIN MCKERVEY Appointed: 2017
  • MARTIN ZEIDLER Appointed: 2024, Occupation: University Lecturer
  • NORMAN FARMER, Occupation: Education Adviser Sheffield Mdl
  • OLUBUKOLA OSHIN Appointed: 2016, Occupation: Accountant
  • PETER EDWARDS (Chair) Appointed: 2018, Occupation: Manager
  • TANYA HOLT Appointed: 2022, Occupation: Director
Legal constitution
  • Charitable company registered in England & Wales on 10/07/1979, number: 508910
  • Registered at Companies House on 21/06/1979, number: 01432126
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
  • 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
20 returns made; AR22: 8 days late, AR18: 25 days late, AR17: 0 days late, AR15: 27 days late, AR12: 31 days late, AR07: 2 days late, AR06: 2 days late, AR04: 1 days late,
Main office

WHIRLOW HALL FARM TRUST
WHIRLOW LANE
SHEFFIELD
S11 9QF

Objectives

A. TO ADVANCE THE EDUCATION OF THE PUBLIC, PARTICULARLY INHABITANTS OF SHEFFIELD AND SOUTH YORKSHIRE, AND PARTICULARLY YOUNG MEMBERS OF THE PUBLIC (WITH AN EMPHASIS ON THOSE WHO ARE FROM SOCIALLY AND ECONOMICALLY DEPRIVED AREAS OR WITH ADDITIONAL NEEDS), IN AGRICULTURE, HORTICULTURE, COUNTRY LIFE, ENVIRONMENTAL CONSERVATION AND RELATED SUBJECTS SO THAT THEY DEVELOP THEIR PHYSICAL, MENTAL AND SPIRITUAL CAPACITIES AND GROW TO FULL MATURITY AS INDIVIDUALS AND MEMBERS OF SOCIETY, AND THEIR CONDITIONS OF LIFE MAY BE IMPROVED.B. TO RELIEVE MENTALLY AND PHYSICALLY HANDICAPPED CHILDREN, YOUNG PERSONS AND ADULTS LIVING IN OR NEAR THE CITY OF SHEFFIELD AND ELSEWHERE BY THE PROVISION OF FACILITIES FOR THERAPEUTIC ACTIVITY AND/OR VOCATIONAL TRAINING AND/OR EMPLOYMENT.C. TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT BY PROVIDING ACCESS AND OPPORTUNITIES FOR ALL TO INCREASE THEIR UNDERSTANDING ABOUT SUSTAINABILITY, FARMING AND THE ENVIRONMENT.D. TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE CONSERVATION, PROTECTION AND IMPROVEMENT OF A PHYSICAL AND NATURAL ENVIRONMENT.

Defined Area of Benefit:

CITY OF SHEFFIELD

Data Sources

Charity Commission for England and Wales
360 Giving

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