Finance Score: 0

Governance Score: 1

Support Score: 8

Pension deficit: -1
Multiple Deficits: -2
Fundraising costs low: +3

Narrow trustee age band: -2
Gender balanced board: +3

Grant maker support: +8

Overall GiG Score: 9

THE DARTINGTON HALL TRUST

Dartington is a place of learning and experiment. We work locally, nationally and internationally to achive change in three crucial areas: the arts, the promotion of a fairer society and the future of our planet. Working with pioneering thinkers, teachers, artists and social entrepreneurs. Dartington helps people to address some of the significant issues of our time.

Analysis by Giving is Great

Positives:

Fundraising costs are unusually low relative to funds raised
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

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

There is a pension deficit of £166,000
There has been a change of accounting period recently, so trends may be hard to determine
On several occasions in recent years income has been less than spending

Established: 44 years

www.dartington.org

trust@dartington.org

01803847009

Charity Commission for England and Wales

Tweets

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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
31/08/22		£14,965	£19,516	£-4,551	£45	£32,664	£12,565	7.7	320	290
31/08/21		£12,324	£13,802	£-1,478	£26	£36,483	£34,125	29.7	181	266
31/08/20?	*	£20,057	£24,326	£-4,269	£140	£34,100	£31,358	15.5	247	50
31/03/19		£16,887	£20,536	£-3,649	£6,243	£36,575	£34,148	20	270	202
31/03/18		£14,104	£17,711	£-3,608	£5,817	£31,109	£30,757	20.8	244	306
31/03/17		£13,301	£14,756	£-1,455	£5,263	£28,145	£27,775	22.6	222	0
31/03/16		£12,587	£14,507	£-1,920	£106	£30,521	£30,206	25	272	0
31/03/15		£12,813	£14,695	£-1,882	£5,052	£30,666	£29,945	24.5	270	0
31/03/14		£12,030	£14,076	£-2,046	£5,174	£32,251	£31,978	27.3	232	0
31/03/13		£12,140	£14,527	£-2,387	£5,615	£31,277	£30,814	25.5	246	0
31/03/12		£12,353	£15,040	£-2,687	£5,485	£32,996	£32,535	26	251	0
31/03/11		£15,092	£17,136	£-2,044	£6,236	£33,641	£32,619	22.8	269	0
31/03/10		£15,607	£16,843	£-1,236	£7,793	£34,614	£32,885	23.4	272	0
31/03/09		£14,171	£15,119	£-949	£7,109	£45,517	£43,218	34.3	254	0
31/03/08		£14,280	£14,384	£-105	£6,943	£48,332	£46,023	38.4	262	0
31/03/07		£13,428	£13,700	£-272	£6,026	£48,760	£46,874	41.1	250	0
31/03/06		£7,118	£7,493	£-375	£0	£0	£0	n/a	0	0
31/03/05		£5,914	£6,413	£-499	£0	£0	£0	n/a	0	0
31/03/04		£4,352	£5,395	£-1,043	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.5%
Fundraising Costs/Total Spending: 0.2%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 19%
Liabilities/Income: 53%
Unrestricted Funds/Total Funds: 38%
Reserves/Spending: 7.7 months
Net Current Assets/Spending: 2 months
Quick Ratio: 0.9

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes

How it operates

Acts as an umbrella or resource body
Other charitable activities
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who works here?

320 employees
290 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

The Segelman Trust	£60,000
Department for Environment, Food and Rural Affairs	£21,493
National Lottery Community Fund	£8,085
Esmee Fairbairn	£5,000

Specific Donations

Amount	When Months	To be used for
Esmee Fairbairn - Grant to The Dartington Hall Trust
£5,000	30/01/2023	Towards unrestricted core costs as a Cost of Living Uplift
Department for Environment, Food and Rural Affairs - Environmental Stewardship Transferred to DEFRA NSA P2
£20,833	01/04/2022	This measure covers farm and business development grants made under Countryside Productivity and ESIF Growth Programme. Grants are made in two instalments 80% of the total paid following confirmation ....more This measure covers farm and business development grants made under Countryside Productivity and ESIF Growth Programme. Grants are made in two instalments 80% of the total paid following confirmation of a successful bid and remainder paid during final year of implementing the business plan. Payment is subject to correct implementation of the business plan. This measure supports development and creation of rural micro / small businesses and farm diversification activity where the investments benefit the wider rural economy. RPA administers for measures in England.
The Segelman Trust - Grant to a Community of Practice for Services for parents who have experienced recurrent care prioceedings
£60,000	13/07/2021 24	To support the core costs of running a Community of Practice for services for parents who have experienced recurrent care proceedings
Department for Environment, Food and Rural Affairs - ALB - Rural Payments Agency - State Aid Funded (RD Measure 08) SA
£660	01/04/2021	This measure covers grants for investments in forest area development and improvement of the viability of forests under Countryside Productivity and ESIF Growth Programme. Forest areas supported ....more This measure covers grants for investments in forest area development and improvement of the viability of forests under Countryside Productivity and ESIF Growth Programme. Forest areas supported under this Measure must be managed in accordance with the UKFS. All holdings over 10 ha must have an approved woodland management plan in place. The measure supports investments in modernising forestry technologies; improving resilience, environmental value and mitigation potential of forest ecosystems; achieving nature, biodiversity and wider ecosystem services objectives; adapting to climate change; forest protection; and creating new woodland and forested areas (except short rotation coppice, Christmas trees and fast growing trees for energy production). State or publicly owned land is not eligible for maintenance payments even if the holder is a private body or individual. RPA administers for measures in England.
Tedworth Charitable Trust - Costs connected to major fundraising appeal
£5,000	03/02/2020	Towards costs connected to a major fundraising appeal.
National Lottery Community Fund - DRAMA 16-25 - Self, Place & Other
£8,085	12/09/2019 12	DRAMA 16-25 - Self, Place & Other
Tedworth Charitable Trust - Pre-refurbishment survey of Old Postern building - Dartington Hall
£30,000	14/03/2019	Towards a pre-refurbishment survey of the Old Postern building on the Dartington Hall estate.
Tedworth Charitable Trust - Towards a gardener
£40,000	13/03/2018	Towards a gardener.
Barrow Cadbury Trust - Equality Impact Investing
£29,525	12/12/2017 12	To increase diversity in impact investing
Tedworth Charitable Trust - Employment of a gardener
£20,000	14/08/2017	Towards the employment of a gardener.
Esmee Fairbairn - Grant to The Dartington Hall Trust
£148,081	26/07/2017 48	Towards the salary of the Gardens, Conservation and Land Manager, who is leading the Trust's transition of its agricultural estate from conventional to sustainable production.
Tedworth Charitable Trust - Development of productive garden
£10,000	10/11/2016	Towards development of the productive garden at Schumacher College.
National Lottery Heritage Fund - Grant to The Dartington Hall Trust
£688,900	02/06/2015	Heritage Revealed: Accessing Dartington’s Historic Landscape
National Lottery Community Fund - Dartington LandWorks
£330,455	14/11/2014 36	Not Available
Esmee Fairbairn - Grant to The Dartington Hall Trust
£138,159	02/04/2014	Towards the costs of Unlocking the Land, a project to maximise the sustainability of approaches to food and farming at Dartington Hall.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 62-80

AMANDA JANET JORDAN Appointed: 2020, Occupation: Company Director

CHRISTOPHER MAW Appointed: 2019, Occupation: Chartered Accountant, Other trusteeships: JOHN INNES CENTRE, THE FORUM TRUST LIMITED, ROTARY CLUB OF WROXHAM BURE VALLEY CHARITABLE TRUST FUND,

PETER GOLDSBROUGH Appointed: 2020, Occupation: Consultant

RACHEL CRESSIDA WATSON Appointed: 2020, Occupation: Director

RT HON LORD DAVID TRIESMAN (Chair) Appointed: 2023, Occupation: Merchant Banker

SYLVIE PIERCE MBE Appointed: 2014, Occupation: Company Director, Other trusteeships: LONDON GAY MENS CHORUS (LGMC), MOSSBOURNE CHARITABLE TRUST CIO,

Legal constitution

Charitable company registered in England & Wales on 21/07/1980, number: 279756
Registered at Companies House on 14/03/1980, number: 01485560

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR20: 62 days late,

Main office

The Dartington Hall Trust
The Elmhirst Centre
Dartington Hall
Totnes
TQ9 6EL

Objectives

THE TRUST IS ESTABLISHED FOR ALL OR SUCH PURPOSE OR PURPOSES AS ARE RECOGNISED AS CHARITABLE BY ENGLISH LAW.

Defined Area of Benefit:

NOT DEFINED

Data Sources