Finance Score: -8
Governance Score: 1
Support Score: 1
  • Accounts filed more than 5 days late: -3 times
  • Multiple Deficits and declines: -5
  • No PartB
  • Narrow trustee age band: -2
  • Gender balanced board: +3
  • Grant maker support: +1
Overall GiG Score: -6 ?

CASTLE HOWARD ARBORETUM TRUST 

To maintain and extend plant collections, make them available to the public, ensure scientific integrity of records and develop educational and information services
Analysis by Giving is Great

Positives:

  • 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

Regulatory & Governance issues to consider:

  • The Board has little diversity in terms of age

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
  • Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/01/23*£280£429£-149n/an/an/an/an/a83
31/01/22*£426£363£64n/an/an/an/an/a67
31/01/21*£676£361£315£4£1,721£1,502501278
31/01/20£480£390£90n/an/an/an/an/a83
31/01/19£305£479£-174n/an/an/an/an/a91
31/01/18£449£325£123£0£0£0n/a00
31/01/17£237£222£15£0£0£0n/a00
31/01/16£195£382£-187£0£0£0n/a00
31/01/15£211£246£-36£0£0£0n/a00
31/01/14£196£271£-75£0£0£0n/a00
31/01/13£225£231£-5£0£0£0n/a00
31/01/12*£267£285£-18£0£0£0n/a00
31/01/11£235£196£39£0£0£0n/a00
31/01/10£240£172£68£0£0£0n/a00
31/01/09£188£353£-165£0£0£0n/a00
31/01/08£1,443£272£1,171£36£1,629£1,31057.820
31/01/07£161£107£54£0£0£0n/a00
31/01/06£267£108£159£0£0£0n/a00
31/01/05£124£93£31£0£0£0n/a00
31/01/04£106£97£9£0£0£0n/a00

Highest pay bracket: less than £60,000
Established: 29 years

yorkshirearboretum.org

administrator@yorkshirearboretum.org

01653648598

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Education/Training
  • Environment/Conservation/Heritage
GiG Classification
  • Museums, parks, historical sites
How it operates
  • Provides buildings/facilities/open space
Where it operates
  • North Yorkshire,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • People With Disabilities
  • The General Public/Mankind

Who's supporting 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
Sir George Martin Trust - Grant to Yorkshire Arboretum
£3,000 28/06/2019
Capital costs for Environment/Conservation/Heritage

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split
Based on 9/10 persons

Age Range of Trustees: 60-77
Legal constitution
  • Charitable company registered in England & Wales on 13/03/1995, number: 1044931
  • Registered at Companies House on 05/01/1995, number: 03006258
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • 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
  • Investment
  • 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
Filing Record
20 returns made; AR23: 46 days late, AR22: 64 days late, AR21: 59 days late, AR12: 18 days late,
Main office

Castle Howard Arboretum Trust
Castle Howard
YORK
YO60 7BY

Objectives

(1) THE ADVANCEMENT OF EDUCATION AND SCIENCE BY THE STUDY OF AND RESEARCH INTO THE CULTIVATION PRESERVATION PROPAGATION AND CONSERVATION OF TREES PLANTS AND PLANT MATERIAL AND FORESTRY AND MATTERS RELATING THERETO (2) THE PRESERVATION AND CONSERVATION FOR THE PUBLIC BENEFIT OF TREES PLANTS AND PLANTS MATERIAL AND THE RENDERING OF ADVICE ASSISTANCE AND CONSULTANCY SERVICES IN RELATION THERETO (3) THE ESTABLISHMENT PROVISION MANAGEMENT AND MAINTENANCE FOR THE PUBLIC BENEFIT OF ANY ARBORETUM GARDENS RESEARCH STATIONS OR FORESTRY ARBORICULTURAL OR HORTICULTURAL CENTRES OR TRIAL GROUNDS AND THE PROVISION OF PUBLIC ACCESS THERETO (4) THE PROVISION OF EDUCATIONAL FACILITIES AND COURSES IN RELATION TO THE CULTIVATION PRESERVATION PROPAGATION AND CONSERVATION OF TREES PLANTS PLANT MATERIAL AND FORESTRY AND MATTERS RELATED THERETO (5) THE ESTABLISHMENT AND MAINTENANCE FOR THE PUBLIC BENEFIT OF RECORDS DATABASES AND DATA IN RELATION TO THE OBJECTS SET OUT IN SUB-CLAUSES (1) TO (4) ABOVE

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great