PEAK DISTRICT NATIONAL PARK FOUNDATION

Charity Number: 1182136
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Peak District National Park Foundation seeks to grow support and raise funds for the Peak District for everyone to enjoy forever. Our ambition is more land managed for wildlife, more rare habitats protected and more people able to access and enjoy the National Park. We will do this by raising funds and working in partnership to deliver projects which care for the Peak District.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£588,824

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Donations and legacies £447.82k
Charitable activities £141.00k
Other trading activities £0
Investments £0
Other £0

Total expenditure:
£490,494

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Raising funds £3.64k
Charitable activities £486.86k
Other £0

£0 investments gains (losses)

Total income includes £136,613 from 1 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £3.64k
Charitable expenditure £486.86k
Retained for future use £98.33k

People

3 Employee(s)

7 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
  • Recreation
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 20 February 2019: CIO registration
  • 10 November 2023: Funds received from 1155675 ACCESSIBLE DERBYSHIRE
Organisation type:
CIO
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Jenny Louise Lowthrop Chair 23 October 2018
None on record
Ruth Dorothy Swetnam Trustee 05 July 2024
None on record
JAMES WHISTLER BERRESFORD Trustee 13 July 2023
None on record
ANDREW GREGORY Trustee 13 July 2023
None on record
Andrew William Robinson Trustee 29 July 2021
THE INSTITUTE FOR OUTDOOR LEARNING
Received: On time
James Alexander Waddington Trustee 23 October 2018
None on record
STEPHEN TURNER Trustee 23 October 2018
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £88.68k £54.65k £159.90k £115.75k £588.82k
Total expenditure £15.62k £78.08k £138.77k £27.38k £490.49k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £5.00k N/A N/A N/A £136.61k
Income - Donations and legacies N/A N/A N/A N/A £447.82k
Income - Other trading activities N/A N/A N/A N/A £0
Income - Charitable activities N/A N/A N/A N/A £141.00k
Income - Endowments N/A N/A N/A N/A £0
Income - Investment N/A N/A N/A N/A £0
Income - Other N/A N/A N/A N/A £0
Income - Legacies N/A N/A N/A N/A £0
Expenditure - Charitable activities N/A N/A N/A N/A £486.86k
Expenditure - Raising funds N/A N/A N/A N/A £3.64k
Expenditure - Governance N/A N/A N/A N/A £358
Expenditure - Grants institution N/A N/A N/A N/A £430.80k
Expenditure - Investment management N/A N/A N/A N/A £0
Expenditure - Other N/A N/A N/A N/A £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets N/A N/A N/A N/A £0
Long-term investments N/A N/A N/A N/A £0
Other assets N/A N/A N/A N/A £267.11k
Defined benefit pension scheme asset or liability N/A N/A N/A N/A £0
Total liabilities N/A N/A N/A N/A £9.64k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 18 December 2024 On Time
Accounts and TAR 31 March 2024 18 December 2024 On Time Download Open in new window
Annual return 31 March 2023 29 January 2024 On Time
Accounts and TAR 31 March 2023

(These accounts
have been qualified)

29 January 2024 On Time Download Open in new window
Annual return 31 March 2022 23 January 2023 On Time
Accounts and TAR 31 March 2022 23 January 2023 On Time Download Open in new window
Annual return 31 March 2021 24 January 2022 On Time
Accounts and TAR 31 March 2021 24 January 2022 On Time Download Open in new window
Annual return 31 March 2020 14 August 2020 On Time
Accounts and TAR 31 March 2020 14 August 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CIO - FOUNDATION Registered 20 Feb 2019

Charitable objects

FOR THE PUBLIC BENEFIT: (A) TO PROMOTE THE CONSERVATION, PROTECTION AND ENHANCEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT OF THE PEAK DISTRICT NATIONAL PARK (“THE NATIONAL PARK”) AND SURROUNDING AREA, INCLUDING BUT NOT LIMITED TO LANDSCAPES, HABITAT, WILDLIFE AND CULTURAL HERITAGE. (B) TO PROMOTE THE CONSERVATION AND PRESERVATION OF ARCHAEOLOGICAL SITES, MONUMENTS, ARCHITECTURE AND HISTORIC BUILDINGS WITHIN THE NATIONAL PARK. (C) TO ADVANCE THE EDUCATION OF THE GENERAL PUBLIC IN: (I) THE PHYSICAL AND NATURAL ENVIRONMENT OF THE NATIONAL PARK AND ITS IMPORTANCE, INCLUDING THE LANDSCAPES, HABITAT, WILDLIFE AND SPECIAL QUALITIES; AND (II) THE HISTORY, BUILT AND NATURAL HERITAGE OF THE NATIONAL PARK AND THE ARTISTIC AND CULTURAL TRADITIONS OF ITS COMMUNITIES. (D) TO ADVANCE THE PHYSICAL AND MENTAL HEALTH OF THE GENERAL PUBLIC, INCLUDING BUT NOT EXCLUSIVELY BY FACILITATING OPPORTUNITIES FOR ACCESS, RECREATIONAL ACTIVITIES, PHYSICAL EXERCISE AND THROUGH THE PROVISION OF EDUCATION AND PRACTICAL ADVICE ON THE BENEFITS OF TAKING REGULAR EXERCISE WITHIN THE NATURAL ENVIRONMENT ON MENTAL AND PHYSICAL HEALTH. (E) TO PROMOTE THE PROVISION OF FACILITIES FOR RECREATION OR OTHER LEISURE TIME OCCUPATION AND ENJOYMENT OF THE NATIONAL PARK FOR MEMBERS OF THE PUBLIC AT LARGE, IN THE INTERESTS OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE OF THOSE PEOPLE.

Contact information

Address:
PEAK DISTRICT NATIONAL PARK FND
ALDERN HOUSE
BASLOW ROAD
BAKEWELL
DERBYSHIRE
DE45 1AE
Phone:
01629 700606
Email:
hello@peakdistrictfoundation.org.uk
Website:

www.peakdistrictfoundation.org.uk Open in new window