LOWTHER CASTLE AND GARDENS TRUST

Charity number: 1125075
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Restoring and conserving Lowther Castle and gardens, promoting public access to this nationally significant building and offering access to high quality information about the site, covering history, conservation, economics and culture.

Income and expenditure

Data for financial year ending 31 May 2024

Total income: £8,405
Total expenditure: £1,409

People

6 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • Education/training
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Cumbria

Governance

Registration history:
  • 21 July 2008: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
06265298 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints handling
  • Conflicting interests
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Dr Bryan Gray CBE DL Chair
HUNSONBY COMMUNITY CENTRE
Received: On time
THE SETTLE AND CARLISLE RAILWAY TRUST
Received: On time
THE HELM AT CROGLIN
Received: On time
ADDINGHAM POORS LAND
Received: On time
PRESTON NORTH END COMMUNITY AND EDUCATION TRUST
Received: On time
RESTORE (CUMBRIA)
Received: On time
THE MIDLAND RAILWAY SOCIETY
Received: On time
CUMBRIA BUILDING PRESERVATION TRUST LIMITED
Received: On time
Esme Charles Harlowe Lowe Trustee 22 March 2022
None on record
Dr SOPHIE THERESE AMBLER Trustee 13 December 2018
CUMBERLAND AND WESTMORLAND ANTIQUARIAN AND ARCHAEOLOGICAL SOCIETY
Received: On time
Sir WILLIAM ROLAND CEDRIC JACKSON Trustee 10 November 2014
CUMBRIA COUNTY HISTORY TRUST
Received: On time
JOHN TURNER Trustee 04 April 2013
BAMPTON ENDOWED SCHOOLS
Received: On time
THE ASKHAM SCHOOL
Received: On time
ANDREW JONATHAN SMITH Trustee 09 October 2012
TULLIE HOUSE MUSEUM AND ART GALLERY TRUST
Received: On time
LONDON TRANSPORT MUSEUM LIMITED
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/05/2020 31/05/2021 31/05/2022 31/05/2023 31/05/2024
Total gross income £19.81k £16.85k £6.51k £8.10k £8.40k
Total expenditure £13.63k £3.96k £1.80k £1.34k £1.41k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £10.00k N/A N/A 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 May 2024 14 November 2024 On time
Accounts and TAR 31 May 2024 Not required
Annual return 31 May 2023 30 January 2024 On time
Accounts and TAR 31 May 2023 Not required
Annual return 31 May 2022 25 January 2023 On time
Accounts and TAR 31 May 2022 Not required
Annual return 31 May 2021 28 January 2022 On time
Accounts and TAR 31 May 2021 Not required
Annual return 31 May 2020 14 February 2021 On time
Accounts and TAR 31 May 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 31 MAY 2007 AS AMENDED 15 JUNE 2007 AS AMENDED BY SPECIAL RESOLUTION DATED 9 APRIL 2010

Charitable objects

3.1.1 TO MANAGE, RESTORE AND PRESERVE FOR THE PUBLIC BENEFIT LOWTHER CASTLE IN CUMBRIA TOGETHER WITH ITS ANCILLARY BUILDINGS AND ITS GARDENS ARBORETA WOODLANDS AND PARK OR SUCH PART OR PARTS THEREOF AS SHALL FROM TIME TO TIME BE HELD BY THE CHARITY (WHICH PREMISES AS FROM TIME TO TIME HELD BY THE CHARITY ARE HEREINAFTER REFERRED TO AS "LOWTHER") AND TO PROMOTE FOR THE PUBLIC BENEFIT THE STUDY AND APPRECIATION OF LOWTHER AS A PLACE OF HISTORIC ARCHITECTURAL AND HORTICULTURAL INTEREST AND NATURAL BEAUTY; 3.1.2 TO PRESERVE FOR THE PUBLIC BENEFIT SUCH PICTURES STATUES FURNITURE BOOKS SILVERWARE ARCHIVES AND OTHER CHATTELS BEING OF HISTORIC OR ARTISTIC INTEREST AS THE CHARITY CONSIDERS IT APPROPRIATE TO ACQUIRE (WHETHER ON LEASE OR LOAN OR BY WAY OF GIFT OR PURCHASE OR OTHERWISE) AND TO KEEP AT LOWTHER OR ELSEWHERE (ALL SUCH CHATTELS BEING HERINAFTER REFERRED TO AS "THE CHARITY'S CHATTELS") AND TO PROMOTE FOR THE PUBLIC BENEFIT THE STUDY AND APPRECIATION OF THE CHARITY'S CHATTELS AS FEATURES OF HISTORIC OR ARTISTIC INTEREST; 3.1.3 TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE ARTS AND SCIENCES PARTICULARLY BY THE ESTABLISHMENT AND MAINTENANCE OF A MUSEUM OR GALLERY; 3.1.4 TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT OF LOWTHER; 3.1.5 TO FACILITATE AND ENCOURAGE THE USE OCCUPATION AND ENJOYMENT OF THE WHOLE OR ANY PART OF LOWTHER AND THE CHARITY'S CHATTELS FOR SUCH OTHER EXCLUSIVELY CHARITABLE PURPOSES AS THE CHARITY FROM TIME TO TIME CONSIDERS APPROPRIATE.

Area of benefit

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

LOCAL

Contact information

Address:
ESTATE OFFICE
Lowther Castle & Gardens
Old Walled Garden
Lowther
PENRITH
CA10 2HH
Phone:
01931712912
Email:
suzanne.sharp@lowther.co.uk
Website:

www.lowthercastle.org Open in new window