RICHARD SHUTTLEWORTH TRUSTEES

Charity number: 1012224
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Sole Trustee of Richard Ormonde Shuttleworth Remembrance Trust (charity 307534)

Income and expenditure

Data for financial year ending 31 October 2024

Total income:
£6,084,000

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Donations and legacies £333.00k
Charitable activities £1.23m
Other trading activities £2.05m
Investments £2.47m
Other £0

Total expenditure:
£5,962,000

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Raising funds £2.51m
Charitable activities £3.45m
Other £0

£953,000 investments gains (losses)

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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £2.51m
Charitable expenditure £3.45m
Retained for future use £122.00k

People

45 Employee(s)

13 Trustee(s)

240 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1
£70k to £80k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the 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
  • Other Charitable Purposes
Who the charity helps:
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Other Charitable Activities
Where the charity operates:
  • Bedford
  • Central Bedfordshire

Governance

Registration history:
  • 01 July 1992: Standard registration
Organisation type:
Charitable company
Other names:
  • THE SHUTTLEWORTH COLLECTION (Previous name)
  • THE SHUTTLEWORTH TRUST (Previous name)
Company number:
02712981 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints 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
  • 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
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

13 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
TIMOTHY ROUTSIS Chair 09 July 2012
None on record
CHARLES BRUCE GRIFFITHS Trustee 12 July 2021
None on record
Jeremy John Brown Trustee 12 July 2021
None on record
Anthea Jayne Harries Trustee 12 July 2021
None on record
Michael Johnston Trustee 05 November 2019
KARIBUNI CHILDREN
Received: On time
EDWARD ANDREW DAVIES Trustee 13 November 2017
None on record
Simon Gardner Trustee 13 November 2017
None on record
Viscount Christopher Charles Cobham Trustee 25 October 2016
EMILY LYTTELTON AND UNITED CHARITIES
Received: On time
WORCESTERSHIRE COBHAM CRICKET TRUST
Received: On time
Roger Bailey Trustee 16 November 2015
None on record
CHARLES WHITBREAD Trustee 09 July 2012
CARDINGTON COPLE AND EASTCOTTS CHARITIES
Received: On time
PRINCESS XENIA HOHENLOHE Trustee 07 July 2011
None on record
PATRICK JOHN ASHLEY COOPER Trustee
None on record
RICHARD GRAF VON WALDBURG WOLFEGG Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/10/2020 31/10/2021 31/10/2022 31/10/2023 31/10/2024
Total gross income £0 £5.39m £5.88m £5.32m £6.08m
Total expenditure £0 £4.85m £5.99m £5.23m £5.96m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £700.00k £5.00k N/A N/A
Income - Donations and legacies N/A £332.00k £784.00k £256.00k £333.00k
Income - Other trading activities N/A £1.28m £1.71m £1.84m £2.05m
Income - Charitable activities N/A £671.00k £1.10m £934.00k £1.23m
Income - Endowments N/A £0 £0 £0 £0
Income - Investment N/A £2.40m £2.27m £2.29m £2.47m
Income - Other N/A £701.00k £5.00k £1.00k £0
Income - Legacies N/A £87.00k £54.00k £10.00k £35.25k
Expenditure - Charitable activities N/A £2.86m £3.34m £2.62m £3.45m
Expenditure - Raising funds N/A £1.99m £2.65m £2.61m £2.51m
Expenditure - Governance N/A £138.00k £131.00k £156.00k £217.00k
Expenditure - Grants institution N/A £255.00k £305.00k £0 £0
Expenditure - Investment management N/A £38.00k £40.00k £38.00k £6.00k
Expenditure - Other N/A £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 31/10/2020 31/10/2021 31/10/2022 31/10/2023 31/10/2024
Own use assets N/A £24.73m £25.25m £96.15m £97.83m
Long-term investments N/A £68.04m £74.99m £5.63m £6.59m
Other assets N/A £3.91m £3.26m £3.36m £3.09m
Defined benefit pension scheme asset or liability N/A £0 £0 £0 £0
Total liabilities N/A £2.64m £2.57m £2.44m £2.35m

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 October 2024 25 April 2025 On Time
Accounts and TAR 31 October 2024 25 April 2025 On Time Download Open in new window
Annual return 31 October 2023 23 April 2024 On Time
Accounts and TAR 31 October 2023 23 April 2024 On Time Download Open in new window
Annual return 31 October 2022 15 May 2023 On Time
Accounts and TAR 31 October 2022 15 May 2023 On Time Download Open in new window
Annual return 31 October 2021 02 April 2022 On Time
Accounts and TAR 31 October 2021 02 April 2022 On Time Download Open in new window
Annual return 31 October 2020 01 April 2021 On Time
Accounts and TAR 31 October 2020 Not Required
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.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 1/5/92 AND AMENDED BY SPECIAL RESOLUTION 29/5/92. AND 18/6/92.AS AMENDED 25TH OCTOBER 1993. AS AMENDED BY SPECIAL RESOLUTION(S) DATED 16 JUL 2017 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 18 JUL 2017

Charitable objects

THE OBJECTS FOR WHICH THE COMPANY IS ESTABLISHED ARE: 2.1 THE PROMOTION OF EDUCATION AND TRAINING IN THE SCIENCE AND PRACTICE AND HISTORY OF AVIATION AND AUTOMOTIVE TRANSPORT; AND 2.2 THE PROMOTION OF EDUCATION AND TRAINING IN THE SCIENCE AND PRACTICE OF AGRICULTURE AND IN SO FAR AS IT IS ANCILLARY THERETO EDUCATION AND TRAINING IN THE SCIENCE AND PRACTICE OF FOOD PRODUCTION AND THE MANAGEMENT OF RURAL RESOURCES BY THE PROVISION AND CONDUCT, OR BY ASSISTING IN OR MAKING ARRANGEMENTS FOR THE PROVISION AND CONDUCT OF A COLLEGE (?THE COLLEGE?); 2.3 TO SUPPORT AND ASSIST THE WORK OF THE CHARITY KNOWN AS THE RICHARD ORMONDE SHUTTLEWORTH REMEMBRANCE TRUST (THE ?TRUST?) (REGISTERED NUMBER 307534) IN THE FURTHERANCE OF ITS CHARITABLE OBJECTS.

Area of benefit

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

NOT DEFINED

Contact information

Address:
THE SHUTTLEWORTH TRUST
OLD WARDEN PARK
BIGGLESWADE
BEDFORDSHIRE
SG18 9EP
Phone:
01767627979
Email:
enquiries@shuttleworth.org
Website:

www.shuttleworth.org Open in new window