THE BRADGATE PARK AND SWITHLAND WOOD CHARITY

Charity number: 521476
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To conserve, manage and maintain The Bradgate Park & Swithland Wood Country Park Estate - Leicestershire's Premier Country Park - for the enjoyment, education, recreation and appreciation of visitors.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£2,310,200

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Donations and legacies £177.30k
Charitable activities £1.95m
Other trading activities £0
Investments £166.04k
Other £15.68k

Total expenditure:
£2,114,066

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Raising funds £39.10k
Charitable activities £2.07m
Other £0

£0 investments gains (losses)

Total income includes £130,171 from 6 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 £39.10k
Charitable expenditure £2.07m
Retained for future use £196.13k

People

62 Employee(s)

8 Trustee(s)

208 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1

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

What the charity does:
  • Education/training
  • Environment/conservation/heritage
  • Recreation
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Leicestershire

Governance

Registration history:
  • 30 July 1963: Standard registration
Organisation type:
Other
Other names:
  • BRADGATE COUNTRY PARK (Working name)
  • BRADGATE PARK & SWITHLAND WOOD COUNTRY PARK ESTATE INCLUDING LEICESTERSHIRE YEOMANRY WAR MEMORIAL (Working name)
  • BRADGATE PARK AND SWITCHLAND WOOD COUNTRY PARK INC (Working name)
  • BRADGATE PARK AND SWITHLAND WOOD COUNTRY PARK INCL LEICS YEOMANRY WAR MEMORIAL (Working name)
  • BRADGATE PARK TRUST (Working name)
  • BRADGATE PARK (Previous name)
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
  • Risk management
  • Safeguarding policy and procedures
  • 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
Land and property:
This charity owns and/or leases 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
NICHOLAS JAMES RUSHTON Chair 10 December 2018
None on record
Simone Hines Trustee 09 December 2024
None on record
Elly Cutkelvin Trustee 11 March 2024
None on record
Philip Bittner Trustee 14 March 2023
None on record
Sean Atterbury Trustee 03 October 2022
None on record
Louise Ransberry Trustee 07 June 2021
COVENTRY CATHEDRAL CHORUS
Received: On time
Sam Marcus Lattaway Trustee 10 December 2018
None on record
Deborah Taylor Trustee 25 May 2017
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 £1.67m £1.86m £1.84m £2.00m £2.31m
Total expenditure £1.70m £1.43m £1.60m £1.67m £2.11m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £237.14k £268.85k £180.79k £129.65k £130.17k
Income - Donations and legacies £99.23k £151.18k £142.48k £166.65k £177.30k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £1.49m £1.63m £1.56m £1.67m £1.95m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £76.25k £76.83k £106.45k £137.27k £166.04k
Income - Other £4.80k £4.89k £25.90k £31.20k £15.68k
Income - Legacies £0 £50.00k £0 £0 £153.30k
Expenditure - Charitable activities £1.70m £1.43m £1.57m £1.67m £2.07m
Expenditure - Raising funds £0 £0 £30.25k £0 £39.10k
Expenditure - Governance £19.63k £3.12k £6.24k £6.41k £6.81k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £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 £601.62k £571.13k £643.08k £735.04k £776.35k
Long-term investments £510.00k £510.00k £275.00k £275.00k £379.00k
Other assets £341.38k £804.82k £1.23m £1.53m £1.86m
Defined benefit pension scheme asset or liability -£622.00k -£853.00k -£582.00k £73.00k £0
Total liabilities £95.78k £107.31k £112.56k £172.68k £161.81k

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 19 December 2024 On Time
Accounts and TAR 31 March 2024 19 December 2024 On Time Download Open in new window
Annual return 31 March 2023 08 January 2024 On Time
Accounts and TAR 31 March 2023 08 January 2024 On Time Download Open in new window
Annual return 31 March 2022 16 December 2022 On Time
Accounts and TAR 31 March 2022 16 December 2022 On Time Download Open in new window
Annual return 31 March 2021 18 January 2022 On Time
Accounts and TAR 31 March 2021 18 January 2022 On Time Download Open in new window
Annual return 31 March 2020 28 January 2021 On Time
Accounts and TAR 31 March 2020 28 January 2021 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.

SCHEME DATED 04 SEP 1980 AS AMENDED ON 08 DEC 2008 AS AMENDED ON 08 SEP 2014 AS AMENDED ON 19 JAN 2018 AS AMENDED ON 28 SEP 2020 as amended on 10 Jun 2024

Charitable objects

A) THE PROVISION OF A PUBLIC PARK AND RECREATION GROUND AND THE MAINTENANCE AND IMPROVEMENT THEREOF FOR THE BENEFIT OF THE INHABITANTS OF THE COUNTY OF LEICESTERSHIRE AND OF VISITORS THERETO, WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR SUCH PERSONS AND B) TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE CARE AND APPRECIATION OF THE ENVIRONMENT. (FOR FURTHER DETAILS SEE SCHEME).

Area of benefit

The area the charity can operate in, as set out in its governing document.

COUNTY OF LEICESTERSHIRE

Contact information

Address:
ESTATE OFFICE
DEER BARN BUILDINGS
BRADGATE PARK
NEWTOWN LINFORD
LEICESTER
LE6 0HE
Phone:
01162362713
Email:
estate-office@bradgatepark.org
Website:

www.bradgatepark.org Open in new window