Finance Score: -3

Governance Score: 3

Support Score: 8

Strong growth: +2
Multiple Deficits and declines: -5
No PartB

Gender balanced board: +3

Large volunteers +3
Grant maker support: +5

Overall GiG Score: 8

THE TAM O'SHANTER COTTAGE URBAN FARM TRUST

Manage a city farm on the outskirts of Birkenhead, Wirral for public recreation and education. With a small collection of farm animals, cafe, nature trail, special events and gift shop the farm also provides opportunities for volunteers to be involved from maual tasks to fundraising.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
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 gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

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		£106	£137	£-31	n/a	n/a	n/a	n/a	n/a	60
31/03/22		£135	£104	£31	n/a	n/a	n/a	n/a	n/a	50
04/04/21		£136	£118	£18	n/a	n/a	n/a	n/a	n/a	10
04/04/20		£102	£123	£-21	n/a	n/a	n/a	n/a	n/a	12
04/04/19		£90	£93	£-2	n/a	n/a	n/a	n/a	n/a	20
04/04/18		£53	£55	£-2	£0	£0	£0	n/a	0	0
04/04/17		£30	£52	£-22	£0	£0	£0	n/a	0	0
04/04/16	*	£53	£63	£-10	£0	£0	£0	n/a	0	0
04/04/15		£32	£59	£-27	£0	£0	£0	n/a	0	0
04/04/14		£33	£33	£0	£0	£0	£0	n/a	0	0
04/04/13		£45	£53	£-8	£0	£0	£0	n/a	0	0
04/04/12		£36	£40	£-4	£0	£0	£0	n/a	0	0
04/04/11		£40	£37	£2	£0	£0	£0	n/a	0	0
04/04/10		£42	£45	£-3	£0	£0	£0	n/a	0	0
04/04/09		£44	£58	£-14	£0	£0	£0	n/a	0	0
04/04/08		£61	£61	£1	£0	£0	£0	n/a	0	0
04/04/07		£52	£68	£-15	£0	£0	£0	n/a	0	0
04/04/06		£57	£34	£23	£0	£0	£0	n/a	0	0
04/04/05		£45	£47	£-3	£0	£0	£0	n/a	0	0
04/04/04		£267	£278	£-11	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 48 years

www.tamoshanterfarm.org.uk

hello@tamoshanterfarm.org.uk

07775903462

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Poverty relief

How it operates

Provides buildings/facilities/open space
Provides human resources

Where it operates

Wirral,

Who it helps

Children/Young People
People With Disabilities

Who works here?

Unknown number of employees
60 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

National Lottery Community Fund	£58,542
John Moores Foundation	£7,505
CAF	£5,000
Co-Operative Group	£4,860

Specific Donations

Amount	When Months	To be used for
John Moores Foundation - Grant to Tam O'Shanter Cottage Urban Farm Trust
£7,505	03/05/2023	Towards the salary of the Volunteer Development Manager and running costs
National Lottery Community Fund - Team Tams
£9,900	05/08/2022	The funding will be used to develop the farms volunteer programme field centre and educational facility. The project aims to train up more volunteers to redevelop the farm for the community to visit ....more The funding will be used to develop the farms volunteer programme field centre and educational facility. The project aims to train up more volunteers to redevelop the farm for the community to visit and engage with nature and the animals again post Covid.
Co-Operative Group - Grant to Tam O'Shanter Urban Farm
£4,860	23/10/2021	We would like to buy a constant supply of compliant PPE, equipment and refreshments for our volunteers. This would enable us to remain open in a safe way, and continue to support our community.
CAF - Grant to Tam O'Shanter Cottage Urban Farm Trust
£5,000	17/06/2020 3	Grant to Tam O'Shanter Cottage Urban Farm Trust to support the organisation through COVID19
National Lottery Community Fund - Tam O' Shanter Urban Farm (Development Grant)
£48,642	20/03/2020 11	The group which runs a farm aims to give volunteers the opportunity of work placements on the farm. Funding will go towards staff.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

BRUCE BERRY Appointed: 2015

CAROLINE STANDRING Appointed: 2022

GEORGE DAVIES

GILLIAN WOOD Appointed: 2017

JOSEPHINE MARY WOOD MBE Appointed: 2020

KATHRYN MARIA PENNINGTON Appointed: 2023

PAULINE ELIZABETH HAYES Appointed: 2022

STEVE FOULKES

SHAUN BRADY Appointed: 2021

TOM SAULT (Chair) Appointed: 2019

Legal constitution

Charity registered in England & Wales on 31/08/1976, number: 505444

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events 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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR16: 62 days late,

Main office

15 Morpeth Close
Moreton
WIRRAL
CH46 6HQ

Objectives

1. TO PROMOTE THE PRESERVATION OF THE BUILDING ERECTED ON THE LAND SPECIFIED IN THE SCHEDULE HERETO AND KNOWN AS THE TAM O'SHANTER COTTAGE FOR USE AS A FIELD STUDY CENTRE FOR THE ADVANCEMENT OF EDUCATION IN THE BOROUGH OF WIRRAL; AND 2. TO PROVIDE AND MAINTAIN FACILITIES IN THE INTEREST OF SOCIAL WELFARE FOR RECREATION AN D LEISURE-TIME OCCUPATION FOR THE BENEFIT OF THE INHABITANTS OF THE SAID BOROUGH WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE

Defined Area of Benefit:

BOROUGH OF WIRRAL

Data Sources