Finance Score: 2

Governance Score: 6

Support Score: 6

Liabilities <10%: +3
Excess liquidity: -1

Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +6

Overall GiG Score: 14

THE BRADGATE PARK AND SWITHLAND WOOD CHARITY

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.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£2,004	£1,672	£332	£0	£2,442	£2,213	15.9	52	200
31/03/22	£1,839	£1,601	£238	£30	£1,449	£1,226	9.2	46	219
31/03/21	£1,859	£1,431	£427	£0	£926	£701	5.9	50	278
31/03/20	£1,666	£1,700	£-34	£0	£735	£494	3.5	64	210
31/03/19	£1,764	£1,790	£-26	£0	£624	£366	2.5	67	201
31/03/18	£1,667	£1,696	£-29	£0	£1,417	£1,171	8.3	68	0
31/03/17	£1,708	£1,635	£73	£0	£698	£407	3	56	0
31/03/16	£1,523	£1,503	£20	£0	£815	£676	5.4	31	0
31/03/15	£1,354	£1,288	£66	£4	£1,337	£1,227	11.4	28	0
31/03/14	£1,334	£1,174	£160	£4	£1,102	£992	10.1	28	0
31/03/13	£1,065	£1,089	£-24	£4	£941	£941	10.4	20	0
31/03/12	£1,064	£1,131	£-67	£10	£966	£966	10.2	20	0
31/03/11	£1,030	£962	£68	£10	£1,002	£997	12.4	20	0
31/03/10	£1,064	£978	£86	£9	£935	£929	11.4	18	0
31/03/09	£1,003	£927	£76	£6	£849	£846	11	6	0
31/03/08	£1,036	£864	£172	£4	£813	£810	11.3	6	0
31/03/07	£798	£780	£18	£1	£640	£638	9.8	6	0
31/03/06	£713	£682	£31	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	£711	£687	£24	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	£661	£648	£13	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 7%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 91%
Reserves/Spending: 15.9 months
Net Current Assets/Spending: 10 months
Quick Ratio: 8.2

Asset Split ?

Balance Sheet History

Established: 61 years

www.bradgatepark.org

estate-office@bradgatepark.org

01162362713

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage
Recreation

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Leicestershire,

Who it helps

The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
DCMS - Bradgate House
£18,580	01/04/2022	A project development grant to assess the condition of the ruins of Lady Jane Grey's ancestral home, now the centrepiece of a public park, and to identify costed repair priorities. Localised areas of ....more A project development grant to assess the condition of the ruins of Lady Jane Grey's ancestral home, now the centrepiece of a public park, and to identify costed repair priorities. Localised areas of structural concern may need propping and or temporary holding repairs.
Department for Environment, Food and Rural Affairs - RPA Simplified Countryside Stewardship
£1,200	01/04/2022	The main priority for Countryside Stewardship is to protect and enhance the natural environment, in particular: increased biodiversity; improved habitat and expanded woodland areas; improved water ....more The main priority for Countryside Stewardship is to protect and enhance the natural environment, in particular: increased biodiversity; improved habitat and expanded woodland areas; improved water quality; improved air quality. Other outcomes supported are: protection against flooding and coastal erosion; maintaining the historic environment; improved landscape character; climate change adaptation and mitigation. Countryside Stewardship supports Defras 25 Year Environment Plan for our country to be the healthiest, most beautiful place in the world to live, work and bring up a family. It also supports Defras Strategic Objective of a cleaner, healthier environment, benefitting people and the economy. Countryside Stewardship gives incentives for land managers to look after the environment and is made up of the following elements: Higher Tier agreements for land that requires more complex management tailored to the individual site and now includes woodland maintenance; Mid Tier agreements that provide a range of options and capital items that together help to deliver a broad range of environmental benefits; four Wildlife Offers that provide a simpler set of options to help improve the wildlife on farms; Capital Grants that provide grants for boundaries, trees and orchards, water quality and air quality; Woodland Management Plan grant to help create a UK Forestry Standard (UKFS) compliant 10-year woodland management plan; Woodland Tree Health grant to help restore and improve tree health; Facilitation Fund which supports individuals who bring together groups of farmers, foresters and land managers to improve the environmental outcomes in their area; Protection and Infrastructure grant which provides grants for woodland infrastructure.
Department for Environment, Food and Rural Affairs - RPA Simplified Countryside Stewardship
£408	01/04/2022	The main priority for Countryside Stewardship is to protect and enhance the natural environment, in particular: increased biodiversity; improved habitat and expanded woodland areas; improved water ....more The main priority for Countryside Stewardship is to protect and enhance the natural environment, in particular: increased biodiversity; improved habitat and expanded woodland areas; improved water quality; improved air quality. Other outcomes supported are: protection against flooding and coastal erosion; maintaining the historic environment; improved landscape character; climate change adaptation and mitigation. Countryside Stewardship supports Defras 25 Year Environment Plan for our country to be the healthiest, most beautiful place in the world to live, work and bring up a family. It also supports Defras Strategic Objective of a cleaner, healthier environment, benefitting people and the economy. Countryside Stewardship gives incentives for land managers to look after the environment and is made up of the following elements: Higher Tier agreements for land that requires more complex management tailored to the individual site and now includes woodland maintenance; Mid Tier agreements that provide a range of options and capital items that together help to deliver a broad range of environmental benefits; four Wildlife Offers that provide a simpler set of options to help improve the wildlife on farms; Capital Grants that provide grants for boundaries, trees and orchards, water quality and air quality; Woodland Management Plan grant to help create a UK Forestry Standard (UKFS) compliant 10-year woodland management plan; Woodland Tree Health grant to help restore and improve tree health; Facilitation Fund which supports individuals who bring together groups of farmers, foresters and land managers to improve the environmental outcomes in their area; Protection and Infrastructure grant which provides grants for woodland infrastructure.
Department for Environment, Food and Rural Affairs - RPA Simplified Countryside Stewardship
£12,110	01/04/2022	The main priority for Countryside Stewardship is to protect and enhance the natural environment, in particular: increased biodiversity; improved habitat and expanded woodland areas; improved water ....more The main priority for Countryside Stewardship is to protect and enhance the natural environment, in particular: increased biodiversity; improved habitat and expanded woodland areas; improved water quality; improved air quality. Other outcomes supported are: protection against flooding and coastal erosion; maintaining the historic environment; improved landscape character; climate change adaptation and mitigation. Countryside Stewardship supports Defras 25 Year Environment Plan for our country to be the healthiest, most beautiful place in the world to live, work and bring up a family. It also supports Defras Strategic Objective of a cleaner, healthier environment, benefitting people and the economy. Countryside Stewardship gives incentives for land managers to look after the environment and is made up of the following elements: Higher Tier agreements for land that requires more complex management tailored to the individual site and now includes woodland maintenance; Mid Tier agreements that provide a range of options and capital items that together help to deliver a broad range of environmental benefits; four Wildlife Offers that provide a simpler set of options to help improve the wildlife on farms; Capital Grants that provide grants for boundaries, trees and orchards, water quality and air quality; Woodland Management Plan grant to help create a UK Forestry Standard (UKFS) compliant 10-year woodland management plan; Woodland Tree Health grant to help restore and improve tree health; Facilitation Fund which supports individuals who bring together groups of farmers, foresters and land managers to improve the environmental outcomes in their area; Protection and Infrastructure grant which provides grants for woodland infrastructure.
Department for Environment, Food and Rural Affairs - M15 - Forest environmental and climate services and forest conservation Exchq funded NSA P2
£12,110	01/04/2021	This measure covers grants for Co-operation under Countryside Productivity, Countryside Stewardship and ESIF Growth Programme to micro and small enterprises, farmers and foresters engaged in ....more This measure covers grants for Co-operation under Countryside Productivity, Countryside Stewardship and ESIF Growth Programme to micro and small enterprises, farmers and foresters engaged in cooperative activities. This measure encourages and promotes a range of cooperative activity which encourages farmers, forest holders, private businesses and public bodies, or participants in supply chains to work together to take forward priorities for investment and overcome disadvantages of fragmentation. The measure develops priorities in environment, climate change and biodiversity; supporting farmers and foresters to improve supply chains or develop short supply chains; develop initiatives to tackle animal health and welfare issues; as well as cooperation between public bodies and private businesses to develop the rural economy. Local co-operation in tourism activities are supported that improve the attractiveness of the overall destination, help develop the supply chain in the visitor economy and encourage collaborative activity or pilot projects developing agri-food hubs or clusters in particular geographic areas. This measure will be used to implement the European Innovation Partnership for agricultural productivity and sustainability. RPA administers for measures in England
National Lottery Heritage Fund - Grant to Bradgate Park Trust
£39,000	15/03/2018	Bradgate: Exploring, Inspiring and Sharing (a programme for formal and informal life-long learning)
National Lottery Heritage Fund - Grant to Bradgate Park Trust
£62,700	22/09/2016	Bradgate Park Trust - Strengthening our Foundations

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

DAVID LINDLEY QPM Appointed: 2016

DEBORAH TAYLOR Appointed: 2017

ELLY CUTKELVIN Appointed: 2024

JUDITH RUTH SPENCE Appointed: 2020

LOUISE RANSBERRY Appointed: 2021

NICHOLAS JAMES RUSHTON (Chair) Appointed: 2018

PHILIP BITTNER Appointed: 2023

SIR PETER SOULSBY Appointed: 2018

SAM MARCUS LATTAWAY Appointed: 2018

SEAN ATTERBURY Appointed: 2022

Legal constitution

Charity registered in England & Wales on 30/07/1963, number: 521476

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

ESTATE OFFICE
DEER BARN BUILDINGS
BRADGATE PARK
NEWTOWN LINFORD
LEICESTER
LE6 0HE

Objectives

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).

Defined Area of Benefit:

COUNTY OF LEICESTERSHIRE