THE GREAT DIXTER CHARITABLE TRUST

Charity number: 1134948
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The primary aim of the Great Dixter Charitable Trust is to ensure the conservation of the Great Dixter estate and public access to the house and gardens as developed by the Lloyd family over the 20th and 21st centuries. The approach will be driven by Christopher Lloyd's belief in challenging and experimenting while striving for horticultural excellence.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£2,220,563

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Donations and legacies £442.62k
Charitable activities £668.49k
Other trading activities £1.09m
Investments £22.44k
Other £2

Total expenditure:
£2,166,601

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Raising funds £842.29k
Charitable activities £1.32m
Other £0

£26,491 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.

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Raising funds and other expenditure £842.29k
Charitable expenditure £1.32m
Retained for future use £53.96k

People

56 Employee(s)

13 Trustee(s)

65 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£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
  • Environment/conservation/heritage
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • East Sussex

Governance

Registration history:
  • 15 March 2010: Standard registration
  • 14 February 2024: Funds received from 1106592 HIGH WEALD LANDSCAPE TRUST
Organisation type:
Charitable company
Other names:

No other names

Company number:
07181964 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 policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Paying staff
  • 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
  • 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

13 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
GEOFFREY DYER Chair
THE GREAT DIXTER CHARITABLE TRUST
Received: On time
Jonathon Charles Ringer Trustee 28 March 2023
THE GREAT DIXTER CHARITABLE TRUST
Received: On time
Adrian James Colin Cooper Trustee 08 November 2022
THE GREAT DIXTER CHARITABLE TRUST
Received: On time
Judith Anne Felicity Cligman Trustee 08 November 2022
THE GREAT DIXTER CHARITABLE TRUST
Received: On time
Pascal Garbe Trustee 05 July 2019
THE GREAT DIXTER CHARITABLE TRUST
Received: On time
JOHN PRIER WOTTON Trustee 08 February 2019
None on record
OLIVIA ELLER Trustee 11 November 2014
THE GREAT DIXTER CHARITABLE TRUST
Received: On time
GYR KING Trustee 11 November 2014
THE GREAT DIXTER CHARITABLE TRUST
Received: On time
TOWNER
Received: On time
Henrietta Norman Trustee 09 July 2013
THE GREAT DIXTER CHARITABLE TRUST
Received: On time
JOHN MASSEY Trustee 14 December 2012
THE GREAT DIXTER CHARITABLE TRUST
Received: On time
THOMAS COOPER Trustee 18 January 2012
None on record
CHARLES HIND Trustee 18 January 2012
HESTERCOMBE GARDENS TRUST LIMITED
Received: On time
MR J FRENCH Trustee
THE GREAT DIXTER CHARITABLE TRUST
Received: On time

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 £1.77m £1.71m £1.80m £2.07m £2.22m
Total expenditure £1.75m £1.53m £1.77m £2.00m £2.17m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £432.16k £315.89k N/A N/A
Income - Donations and legacies £392.53k £585.68k £352.77k £537.37k £442.62k
Income - Other trading activities £809.18k £472.62k £722.34k £804.41k £1.09m
Income - Charitable activities £570.33k £412.83k £649.72k £680.67k £668.49k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £1.77k £323 £86 £3.39k £22.44k
Income - Other £0 £238.87k £74.95k £40.07k £2
Income - Legacies £0 £29.40k £344 £13.76k £0
Expenditure - Charitable activities £1.02m £1.05m £1.13m £1.32m £1.32m
Expenditure - Raising funds £731.63k £479.59k £637.31k £682.69k £842.29k
Expenditure - Governance £14.70k £11.52k £12.86k £12.09k £26.15k
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 £7.28m £7.32m £7.36m £7.50m £7.41m
Long-term investments £0 £0 £0 £0 £228.53k
Other assets £1.15m £1.47m £1.50m £1.35m £1.33m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £83.14k £262.66k £305.53k £232.31k £273.43k

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 23 December 2024 On Time
Accounts and TAR 31 March 2024 23 December 2024 On Time Download Open in new window
Annual return 31 March 2023 10 January 2024 On Time
Accounts and TAR 31 March 2023 10 January 2024 On Time Download Open in new window
Annual return 31 March 2022 24 January 2023 On Time
Accounts and TAR 31 March 2022 24 January 2023 On Time Download Open in new window
Annual return 31 March 2021 16 December 2021 On Time
Accounts and TAR 31 March 2021 16 December 2021 On Time Download Open in new window
Annual return 31 March 2020 21 January 2021 On Time
Accounts and TAR 31 March 2020 21 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.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED ON 9 MARCH 2010

Charitable objects

2.1 TO CONSERVE, MAINTAIN, AND ENRICH THE GARDEN (IN ACCORDANCE WITH THE LONG HONOURED GARDENING SPIRIT AND TRADITION OF THE SETTLOR AS EVIDENCED IN THE CONSIDERABLE BODY OF HORTICULTURAL LITERATURE PRODUCED AND PUBLISHED BY THE SETTLOR THROUGHOUT HIS WORKING LIFE) FOR THE BENEFIT OF THE GENERAL PUBLIC; 2.2 TO CONSERVE, MAINTAIN AND RESTORE THE HOUSE (IN ACCORDANCE WITH THE CONSERVATION PRINCIPLES AND POLICIES APPLICABLE THERETO AS A GRADE I LISTED AND REGISTERED HERITAGE PROPERTY), AND WHERE APPLICABLE GREAT DIXTER IN ITS ENTIRETY FOR THE BENEFIT OF THE GENERAL PUBLIC; 2.3 TO MANAGE THE WOODLANDS, MEADOWS AND FIELDS IN A MANNER THAT ENCOURAGES THEIR BIODIVERSITY AND SERVES THE OBJECTS IN CLAUSES 2.1 AND 2.2 ABOVE; 2.4 TO ADVANCE EDUCATION IN HORTICULTURE AND BIO-DIVERSITY, IN PARTICULAR BUT NOT EXCLUSIVELY BY CONSERVING, CATALOGUING, MAINTAINING AND MAKING ACCESSIBLE TO THE PUBLIC THE EXTENSIVE ARCHIVAL MATERIAL IN THE HOUSE RELATING TO THE HOUSE, THE GARDEN AND THE SETTLOR'S FAMILY FOR ITS HERITAGE AND HISTORICAL VALUE.

Area of benefit

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

EAST SUSSEX

Contact information

Address:
The Great Dixter Charitable Trust
Great Dixter House and Gardens
Northiam
Rye
East Sussex
TN31 6PH
Phone:
01797254048
Email:
office@greatdixter.co.uk
Website:

www.greatdixter.co.uk Open in new window