INSOLE COURT TRUST/YMDDIRIEDOLAETH CWRT INSOLE

Charity number: 1145649
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Charity's objectives are: to restore, preserve, and protect Insole Court and its gardens for the public benefit; to provide education in its conservation and history; and to benefit the residents of the community by providing community facilities for social welfare and recreation.

Income and expenditure

Data for financial year ending 31 October 2024

Total income: £472,675
Total expenditure: £529,705

Fundraising

No information available

Trading

This charity has one or more 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
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
  • Economic/community Development/employment
  • Recreation
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Cardiff

Governance

Registration history:
  • 26 January 2012: Standard registration
Organisation type:
Charitable company
Other names:
  • INSOLE COURT TRUST (Working name)
Company number:
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity 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
  • 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
  • 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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Valerie Mitchell BA, PGCE Chair 17 December 2015
None on record
William Tregaskes Trustee 13 December 2025
None on record
John ap Steffan Trustee 14 September 2024
None on record
Rebecca Ball Trustee 14 September 2024
None on record
Michael Macdonald Trustee 14 September 2024
None on record
Mathew Ashcroft Trustee 19 September 2023
None on record
Jonathan James Nicholson Ashcroft Trustee 19 September 2023
None on record
Caryl Thomas Trustee 30 April 2022
None on record
Neil Richardson Trustee 30 April 2022
None on record
Katrina Rohman Trustee 30 April 2022
None on record
Elaine Marilyn Davey Trustee 29 August 2011
RUPERRA CASTLE PRESERVATION TRUST
Received: On time
FRIENDS OF THE NEWPORT SHIP
Received: On time

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 £463.24k £346.71k £359.32k £417.52k £472.68k
Total expenditure £371.32k £389.65k £476.45k £512.38k £529.71k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £25.00k £141.54k £4.00k N/A N/A

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 29 August 2025 On time
Accounts and TAR 31 October 2024 29 August 2025 On time Download Open in new window
Annual return 31 October 2023 13 August 2024 On time
Accounts and TAR 31 October 2023 13 August 2024 On time Download Open in new window
Annual return 31 October 2022 18 August 2023 On time
Accounts and TAR 31 October 2022 20 June 2023 On time Download Open in new window
Annual return 31 October 2021 18 August 2022 On time
Accounts and TAR 31 October 2021 08 April 2022 On time Download Open in new window
Annual return 31 October 2020 22 September 2021 22 days late
Accounts and TAR 31 October 2020 15 April 2021 On time Download Open in new window
Submit annual return Open in new window

Contact information

Address:
Insole Court
Fairwater Road
CARDIFF
CF5 2LN
Phone:
02921167920