BRIDGEWATER SCHOOL

Charity Number: 1105547
Charity reporting is up to date (61 days late)

Charity overview

Activities - how the charity spends its money

Bridgewater School is a charity whose main objective is to advance education and training. This is currently provided by a school which provides education for boys and girls aged 3 - 18, in Manchester.

Income and expenditure

Data for financial year ending 31 August 2023

Total income:
£5,032,644

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Donations and legacies £13.16k
Charitable activities £4.99m
Other trading activities £28.92k
Investments £0
Other £0

Total expenditure:
£4,916,527

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Raising funds £0
Charitable activities £4.92m
Other £0

£0 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 £0
Charitable expenditure £4.92m
Retained for future use £116.12k

People

98 Employee(s)

13 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 5
£70k to £80k 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
Who the charity helps:
  • Children/young People
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Manchester City

Governance

Registration history:
  • 19 August 2004: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
05190072 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • 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 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

13 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Kathryn Mort Chair 22 May 2013
None on record
Danielle McIvor Trustee 25 May 2023
None on record
Dr John Fleming Trustee 25 May 2023
None on record
Karen O'Brien MBE Trustee 25 May 2023
None on record
Carol Smith Trustee 06 September 2021
None on record
Pauline Byrne Trustee 16 October 2019
THE JOSHUA TREE - SUPPORTING FAMILIES AFFECTED BY CHILDHOOD CANCERS
Received: On time
Simon Harrison Trustee 02 September 2019
None on record
Ian David Bamford Trustee 23 January 2019
None on record
Amanda Dagg Trustee 18 May 2016
None on record
Nicholas Robin Beesley Trustee 21 May 2014
None on record
Christopher Edmund HAIGHTON Trustee 17 December 2013
MANCHESTER AND DISTRICT BEEKEEPERS ASSOCIATION
Received: On time
RIVINGTON PRESBYTERIAN CHAPEL (TRUST PROPERTY HELD IN CONNECTION WITH)
Received: On time
Martin Christopher Moss Trustee 17 December 2013
None on record
Kirstie Simpson Trustee 22 May 2013
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2019 31/08/2020 31/08/2021 31/08/2022 31/08/2023
Total gross income £4.22m £4.28m £4.45m £4.56m £5.03m
Total expenditure £4.03m £4.15m £4.32m £4.44m £4.92m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £6.90k £227.24k £91.22k £1.55k £13.16k
Income - Other trading activities £34.12k £17.52k £15.07k £28.31k £28.92k
Income - Charitable activities £4.18m £4.04m £4.34m £4.53m £4.99m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £0 £0 £0 £0 £0
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £4.03m £4.15m £4.32m £4.44m £4.92m
Expenditure - Raising funds £0 £0 £0 £0 £0
Expenditure - Governance £0 £5.94k £10.59k £0 £12.42k
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 31/08/2019 31/08/2020 31/08/2021 31/08/2022 31/08/2023
Own use assets £5.90m £5.72m £5.57m £5.44m £5.35m
Long-term investments £0 £0 £0 £0 £0
Other assets £1.23m £1.10m £1.54m £1.87m £1.99m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £3.50m £3.07m £3.23m £3.33m £3.23m

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 August 2023 30 August 2024 61 days late
Accounts and TAR 31 August 2023 30 August 2024 61 days late
Annual return 31 August 2022 21 July 2023 21 days late
Accounts and TAR 31 August 2022 21 July 2023 21 days late
Annual return 31 August 2021 10 November 2022 133 days late
Accounts and TAR 31 August 2021 10 November 2022 133 days late
Annual return 31 August 2020 25 March 2022 268 days late
Accounts and TAR 31 August 2020 25 March 2022 268 days late
Annual return 31 August 2019 16 June 2020 On Time
Accounts and TAR 31 August 2019 16 June 2020 On Time
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 27 JULY 2004.

Charitable objects

TO ADVANCE EDUCATION AND TRAINING, BY THE PROVISION AND CONDUCT, OF A DAY AND/OR BOARDING SCHOOL OR SCHOOLS OR COLLEGE OR COLLEGES FOR CHILDREN AND STUDENTS AND, INSOFAR AS IT IS INCIDENTAL OR ANCILLARY TO THE ADVANCEMENT OF EDUCATION, SUCH OTHER PURPOSES FOR THE BENEFIT OF THE LOCAL COMMUNITY AS SHALL BE EXCLUSIVELY CHARITABLE ("THE OBJECTS").

Area of benefit

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

NOT DEFINED. IN PRACTICE WORSLEY

Contact information

Address:
BRIDGEWATER SCHOOL
WORSLEY ROAD
WORSLEY
MANCHESTER
M28 2WQ
Phone:
01617941463
Email:
bursar@bwslive.co.uk
Website:

www.bridgewater-school.co.uk Open in new window