The Magdalen Environmental Trust
Annual Report and Accounts 2022
Charity Information
DIRECTORS / TRUSTEES Gill Spence Sarah Gleadell Caroline Walker William Davies Robert Shearer Martin Biss Stephen Miller Hilary Habberfield Rupert Farthing
COMPANY SECRETARY Gillian Rowe TREASURER William Davies EXECUTIVE DIRECTOR Giles Aspinall (Non-Trustee) PRINCIPAL ADDRESS The Magdalen Environmental Trust Magdalen Farm Winsham Somerset TA20 4PA Tel: 01460 30144
REGISTERED OFFICE The Magdalen Environmental Trust The Magdalen Project Magdalen Farm Winsham TA20 4PA REGISTERED CHARITY NUMBER 1002373 REGISTERED COMPANY NUMBER 2502427
BANKERS Triodos Bank NV Deanery Road Bristol BA1 5AS SOLICITORS McPhersons The Long Barn Winchester Road King’s Somborne Hampshire, SO20 6NZ
The trustees are pleased to present their report together with the financial statements of the charity for the year ended 31 December 2022.
1
Structure, Governance and Management
The Magdalen Environmental Trust is a company limited by guarantee governed by its Memorandum and Articles of Association dated 16 May 1990 and amended by special resolutions dated 12 June 1990, 22 June 1990 and 22 March 1991, as amended by certificate of incorporation on change of name dated 19/07/2011. It is a registered charity with the Charity Commission.
The directors of the charitable company are its trustees for the purposes of charity law and throughout this report are collectively referred to as trustees. The trustees serving during the year and since the year end are set out on page 1. The liability of the members in the event of the charity being wound up is limited to £1.
The charity’s overall strategic direction and policy decisions are determined by the board of trustees, who meet quarterly. The board delegates the translation of the strategic goals into the achievements of operational aims to the Chief Executive, Giles Aspinall, and staff team, who manage the charity’s resources to achieve its goals most effectively. The Chief Executive reports directly to the board at their meetings, providing up to date reports for the trustees’ scrutiny and query.
Two sub committees, the Finance Advisory Group and the Farm & Land Advisory Group, each including a mixture of trustees and staff, make recommendations and report directly to the board at their meetings.
Legal company structure:
The Magdalen Environmental Trust is a registered charity and a company limited by guarantee. It is the sole owner of two trading subsidiaries, Magdalen Farm Ltd and Magdalen Events Ltd.
Governance:
In 2022 we have:
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Continued to deliver the charity’s aims and extended our offer to various groups
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• Made considerable investments on the estate at Magdalen Farm, for the greater long term benefit of wildlife
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Successfully negotiated with DEFRA agencies sets of funded objectives for biodiversity gain on site and in the surrounding landscape.
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Re-costed all our operations and adjusted pricing (up and down) to assure full cost recovery, and not-for-profit operations.
2
Appointment of trustees, induction and training
New trustees can put themselves forward for election, or can be proposed by any member of the existing board or by the Chief Executive. If the board accepts the nomination, a potential trustee is invited to attend one of their quarterly meetings as a guest, prior to accepting appointment to it. At the end of the meeting, if the board and candidate are in agreement, the potential candidate is formally appointed as a trustee.
Trustees are chosen for their professional abilities and experience and commitment to the Trust’s aims.
The Trust’s DEED provides for a minimum of three trustees, but there is no maximum. One third of the trustees shall retire by rotation annually at the annual general meeting, being those who have held office the longest since their last appointment or reappointment, but they can apply for re-election. The chairman is appointed by the board and serves for a period of one year, after which they may put themselves forward for re-election.
The Chief Executive oversees the management of the Trust, supported by the Senior Management Team.
Objectives and activities
Aims
Our visitors feel the connection between their wellbeing and nature We all consider and understand our environmental choices The recovery of wildlife
Inclusion and inspiration for all
Through our 132 acres of diverse habitats, residential accommodation, interpretation materials, workshops and courses, the foundation offers visitors the opportunity to develop an understanding of sustainability, their environment and a greater responsibility towards it. The charity aims to make learning an adventure, through hands-on inspirational activities and imaginative teaching styles and resources. We take an holistic approach to our work, integrating ideas about education and sustainability and supporting best environmental practice at all times.
In pursuance of its charitable objectives the charity provides a range of residential and one-day educational activities, courses and services aimed at school groups, other children and adults seeking environmental education, and people whose wellbeing can be improved by spending productive time in nature. The 132 acre farm with its diverse environment provides the setting for many of our activities and courses.
These services can be grouped together as:
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Environmental education for children and adults
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Care Farming - improved quality of life and personal development
3
Risk Management
In line with our health and safety policy, risks stemming from project activities, management and facilities are subjected to risk assessments, updated annually. This is overseen by our Health & Safety Officer (Centre Manager), with the support of the Chief Executive. Trained staff update the risk assessments relevant to their roles.
All our activity risk assessments and health and safety procedures are documented and discussed at regular staff and trustees meetings.
To manage financial risks, our Treasurer chairs the Finance Advisory Group, analysing data which we have restructured for maximum transparency. Financial risks beyond the immediate control of the charity are covered by Contingent Liability Insurance policies.
Volunteers
The charity greatly benefits from the ongoing involvement and commitment by volunteers, whose contribution is hugely appreciated. We would like to thank
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Volunteers from the local community, who have tirelessly given their time and effort for the improvement of the quality of service we provide.
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Volunteers from across the world who have stayed in our accommodation for weeks or months, contributing both skills and strong backs to work on site
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Employee Volunteers from the private sector, who contribute enormous volumes of work condensed into single, very exciting days.
Without all of these volunteers, Magdalen would not be so able to meet the needs of schools and communities, or support so many wild plants and animals.
Public Benefit
It can be seen from our achievements detailed in this report that the charity has complied with section 17(5) of the 2011 Charities Act to have due regard to guidance published by the Charity Commission in respect of public benefit.
As well as being a leading provider of environmental education, Magdalen is a prominent member of Social Farms and Gardens, and is one of the foremost care farms in Britain.
4
Environmental Education Outcomes
This has been our biggest ever year.
5,950 people engaged with Magdalen this year 30% more than last year
4,436 of them came to us for environmental education. 70% more than last year
95 schools worked with us this year 45% more than last year
5
It has been another epic year for school visits to Magdalen…
…1810 children have benefitted from environmental learning, on 49 fabulous day visits - much the same as last year…
… but Magdalen’s core offer, (its USP if you like), is overnight stays. Groups of children and adults stay in our facilities converted from old farm buildings in order to immerse themselves in environmental learning.
1,916 children benefitted from the residential school trips at Magdalen this year.
That’s over 3 times more than last year
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People learning about the Schools working with us
environment 100
5000 90
4500 80
4000 70
3500 60
3000
50
2500
40
2000
30
1500
1000 20
500 10
0 0
2019 (before Last year This year 2019 (before Last year This year
Covid) Covid)
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Outdoor Learning for some of England’s most deprived children
If there is one big theme for the year, then this is it.
in 2021, we started delivering outdoor learning to some of England’s most financially deprived children through the Ernest Cook Trust’s excellent OWL programme (OWL stands for Outdoor Weeks of Learning).
This year, we have massively expanded this work, delivering a range of options to schools. It has been a staggering success, and enormously rewarding work that has become a core part of Magdalen’s offer. We are delighted with the outcomes in all the key areas of personal development, confidence and environmental awareness:
We have fully or partially funded visits from schools serving deprived communities from Birmingham to the south coast:
Half-week stays for children living in acutely deprived communities:
404 children
Full week stays for children living in acutely deprived communities:
173 children (nearly twice as many as last year)
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Children love planting trees. It’s their chance to save the world, just a little bit.
Experiential learning for pupils who need to learn outside the classroom
We are pleased to maintain our relationship with Holyrood Academy, for whose students we provide weekly outdoor learning. These are students who typically struggle in the traditional education setting, but whose learning we can enhance with practical skills, personal development and embedded key skills.
We have also been proud to work with Dorset Council on the needs of other individual children, providing weekly sessions for individuals who need a learning environment not available in the classroom.
Forest School Transitions is an initiative which is unique to Magdalen. It helps vulnerable children to engage more successfully with their new school, despite psychological and emotional barriers which make the move up to secondary education all the more difficult. In 2022 we delivered the service to 4 schools, and 24 children.
We use Forest School techniques with small groups of children throughout a school term. The children are all in their transition year – that is, their first year in secondary education – and have been identified as those who may need help settling into their new environment. There are many reasons why a child may need this help, but without it, these are the children most likely to become truant in later years, with poor attendance leading to poor attainment and reduced future prospects.
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Care Farming Outcomes
2072 people with disabilities or living in significant disadvantage came to Magdalen this year…
That is a 30% increase on pre-covid numbers, and a 300% increase on last year.
Children with disabilities, and their families
Once again, we have been very pleased to host children with disabilities visiting with their schools, and with their families.
We have continued our full 5-year programme of Sleepover weekends and one-day Short Breaks, supported by the National Lottery Community Fund. This remains a very popular programme, and as its reputation has grown, we have attracted families living 200 miles away and more, travelling 4 hours each way to get to us – a considerable undertaking for many families, let alone those whose children have disabilities.
We also ran the new Growing Independence programme again; a 3-day course aiming to help young people with disabilities learn some of the skills they will need to live independently, such as cooking, vacuuming, cleaning their bathrooms etc. We did, of course, add a healthy dollop of Magdalen Farm activities into the mix, but the real triumph was the young people’s eagerness to engage in some of life’s less glamourous pursuits.
It’s easier to learn this stuff from someone who’s not your mum or dad.
Trafficked children and unaccompanied refugees
Magdalen's role is as a provider of meaningful interventions through which children can express themselves, feel valued and useful, and can forge friendships and a peersupport network. Unaccompanied trafficked children feel welcome here, and feel accepted, which can have a profound psychological value to them.
Our work has yielded some remarkable results, and some surprising, touching events which have helped the young people to work through emotional and psychological trauma associated with their desperate situations and the violence from which they have fled.
We are very pleased to have continued our partnerships with both ICN and the British Refugee Council.
9
Adults recovering from mental illness
In January we were delighted to welcome members of the Mosaic Clubhouse to Magdalen once more.
Clubhouse members join us for the best part of a week, bringing enthusiasm in bucketloads, eager to try new experiences and pushing themselves physically. This is remarkable as conditions such as anxiety and clinical depression can make farm-life very difficult. Surviving all the mud and chaos with OCD must be quite a challenge. People who knowingly choose to put themselves through that challenge deserve our greatest respect.
Families overcoming their problems
We have been very happy to work with Dorset Council to help parents give their children opportunities that would otherwise be very difficult to provide.
We are provider for Dorset’s Holidays and Food programme, running activities and providing good square meals for referred families at Easter, Summer and in the Winter, and we have had a strong year delivering positive activities and respite stays for Dorset Families Matter.
It has been good fun for everyone involved, and we look forward to contributing again next year.
10
Young Carers and children growing up in care.
This year we have supported 110 young carers…
…and 30 children growing up in local authority care
These two groups different sets of problems, with different causes, but they face similar challenges as they grow into adulthood.
Young carers are children with inappropriate caring responsibilities at home. Children growing up in local authority care all have to manage the emotional transition away from a “normal” family life. We provide both groups with opportunities for personal growth and respite from daily challenges where they live.
They come to us to improve:
• Social skills and communication with others: Severely curtailed opportunities for play can stop young carers developing good interpersonal skills, particularly with their own age group.
• Emotional resilience: Spending time with other young carers, especially over periods of several days, enable them to share their stories with each other, realise they are not alone in their experiences and to develop a supporting camaraderie.
• Physical health: Magdalen activities are typically outdoors and active, giving young people an excellent introduction into a more healthy and active lifestyle.
If you go down to the woods today… environmental art.
11
Outcomes for Nature
Land management for nature conservation
Magdalen Farm is an oasis of unimproved neutral grassland (now one of England’s rarest habitats), interspersed with a mosaic of woodland, wetland, hedgerows and scrub. This diversity makes it a fabulous resource for wildlife. Part of the site is designated as a Site of Nature Conservation Interest – the grasslands and scrub of slopes 1, 2 and 3 and Bennetts Hill. These are our traditional focus-areas, and continue to thrive under existing management regimes. Maypole Close, the wildflowerrich meadow taken into conservation management in 2016, continues to delight us with its increase in biodiversity.
100 acres are now managed with the recovery of wildlife as the overriding objective. We have made great progress this year:
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Planting over 2000 trees (largely on the riverbank in order to stabilise eroding soil, but also elsewhere on site),
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Purchasing a small herd of 10 Devon Red steers as conservation grazers,
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Breeding a huge herd of pigs and introducing them temporarily to the wider fields in order that they break up the sward and allow nature a foothold
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Scattering tree seed harvested on site and locally into the bare soil
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Sowing huge volumes (several cubic metres) of wildflower seed grown and harvested locally,
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Changing fence lines and infrastructure to favour the priority of wildlife recovery over agriculture.
Scattering seeds where the pigs have turned over the soil
12
Just some of the wildflower seeds scattered on Magdalen Farm this year.
We have also carried out and commissioned extensive surveys to determine the baselines of key species on Magdalen Farm.
We are disappointed that there remains no sign of water voles returning to the site (due to their ongoing national decline), but there are also fascinating and encouraging fundings:
The population of rare hazel dormice on site appears to be very healthy, and spread throughout the site, rather than confined to pockets of habitat.
At least 9 species of bat were recorded on site this year, including Greater Horseshoe, Barbastelle and Long Eared bats. There is no known roost of barbastelle bats anywhere near here, which shows that the species is doing better than expected locally, and there are roosts out there to be found.
13
Down by the River
The River Axe runs through Magdalen Farm. Despite a raft of official designations, it is in very poor condition, and has been described as the #1 priority river in the south west because, despite its woeful condition, it is still save-able.
It has SSSIs and an Special Area of Conservation downstream of us, but it suffers from very poor water quality, high turbidity and agricultural runoff. It has also become deeply incised into the earth, with too much vertical erosion, meaning all the energy when the river is in spate stays within the channel, rather than dissipating as floodwater, leading to severe bankside erosion and increased turbidity. The Axe is in a state of vicious cycle – it is now undercutting its bed, collapsing its banks, and choking itself on the eroded silt.
We hope to change this in our 1.7 km section of the river, restoring the natural cycles of flooding and the link with the floodplain (which now remains bone dry throughout the year).
The matrices of large woody debris we installed last year have held up well, despite some very heavy rainfall events. Plans are now in place for next year to carry out an independent assessment of water quality improvements, and also to start planning a second phase of river restoration on site, upstream of the 2021 works. Support from both Natural England and the Environment Agency will be pivotal in making this happen, and making it a success.
In the summer this year, we carried out a unique and fascinating experiment. With an EA Geomorphological adviser overseeing the works and interpreting the findings, we dug trenches through the paleochannel, (dried up ox-bow lakes), on the floodplain. We did this because we expected to find a much shallower river channel, with a significantly rockier bed, than where the river currently flows, with the ultimate intention of reintroducing the river to the channel.
To our surprise, we found the paleochannel was a metre deeper than we expected, almost as deep as the current channel. In places, we found the rocky riverbed you might expect, but elsewhere, the subterranean riverbed had been robbed of its rocky floor by people sometime after 1880, when the river was last mapped in the paleochannel.
14
An exploratory trench in the paleochannel, and large woody debris in the river.
This was a mixed bag – our findings showed that our plan to reintroduce the river to the paleochannel were pointless – there would be very little environmental gain, but plenty of potential environmental damage through the course of the works.
However, what we found in the trenches is fascinating, and calls into question what we all thought we knew about the river’s history and geomorphology. It has opened a theory that the Axe may be particularly susceptible to the vertical incision in the earth, and the poor water quality and habitat paucity that causes. We know the problem in the river is getting worse, so we know that humans are responsible through diffuse agricultural pollution, and removal of stone and woody debris, but we now think much of the rocky riverbed may not have tumbled downstream from the headwaters, but may be periglacial moraine, effectively determining the depth of the river throughout its history.
The Axe’s problems are not to be underestimated, so one of the achievements this year has been securing a Defra Landscape Recovery project (one of the 22 pilot projects) on the river Axe and its tributaries. In this project we will work with other landowners in the valley to address the needs of wildlife, and water quality on a landscape scale.
The project starts in early 2023.
15
Investment powers and policy
Under the Memorandum and Articles of Association, the charity has the power to invest in any way consistent with the aims and objects of the charity.
Trustees’ responsibilities
The trustees (who are also directors of The Magdalen Environmental Trust for the purposes of company law) are responsible for preparing the trustees' report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).
Company Law requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charitable company and the group and of the incoming resources and application of resources, including the income and expenditure, of the charitable company and group for that period. In preparing these financial statements the trustees are required to:
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a) select suitable accounting policies and then apply them consistently;
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b) observe the methods and principles in the Charities SORP;
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c) make judgements and estimates that are reasonable and prudent;
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d) state whether applicable UK Accounting Standards have been followed, subject to any material departures disclosed and explained in the financial statements;
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e) prepare the financial statements on the ‘going concern’ basis unless it is inappropriate to presume that the charitable company will continue in operation.
The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the company and enable them to ensure the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
In so far as the trustees are aware:
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there is no relevant audit information of which the company’s auditors are unaware; and
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the trustees have taken all the steps that we ought to have taken in order to make ourselves aware of any relevant audit information and to establish that the charity’s auditors are aware of that information.
Approved by the board of trustees
Signed: Print Name: (Chair) Date: I 22 :J 7'/
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The Magdalen Environmental Trust
Independent Examiner's Report to the trustees of The Magdalen Environmental Trust
I report to the charity trustees on my examination of the accounts of the charity for the year ended 31 December 2022 which are set out on the pages attached.
Respective responsibilities of trustees and examiner
As the charity’s trustees of The Magdalen Environmental Trust (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 (‘the 2006 Act’).
Having satisfied myself that the accounts of The Magdalen Environmental Trust are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity’s accounts as carried out under section 145 of the Charities Act 2011 (‘the 2011 Act’). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.
Independent examiner’s statement
Since The Magdalen Environmental Trust's gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I am a member of The Association of Chartered Certified Accountants, which is one of the listed bodies.
I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:
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accounting records were not kept in respect of The Magdalen Environmental Trust as required by section 386 of the 2006 Act; or
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the accounts do not accord with those records; or
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the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a ‘true and fair view' which is not a matter considered as part of an independent examination; or
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the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities [applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)].
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. ...................................... Dave Tucker FCCA =-==-----=�
...................................... Dave Tucker FCCA The Association of Chartered Certified Accountants
Thompson Jenner LLP 1 Colleton Crescent Exeter Devon EX2 4DG
Date:……………….
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