Finance Score: -3
Governance Score: 2
Support Score: 3
  • Volatile income: -3
  • No PartB
  • Good trustee age range: +3
  • Mainly male board: -1
  • Grant maker support: +3
Overall GiG Score: 2 ?

LOWTHER CASTLE AND GARDENS TRUST 

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.
Analysis by Giving is Great

Positives:

  • There have been no material income shortfalls in recent years
  • A significant proportion of recent income was derived from major grant makers
  • The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

  • The Board is predominantly male

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • Income has been volatile recently

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
31/05/23£8£1£7n/an/an/an/an/a0
31/05/22£7£2£5n/an/an/an/an/a0
31/05/21£17£4£13n/an/an/an/an/a0
31/05/20£20£14£6n/an/an/an/an/a0
31/05/19£13£2£11n/an/an/an/an/a20
31/05/18£7£2£5£0£0£0n/a00
31/05/17£8£8£-1£0£0£0n/a00
31/05/16£1,038£629£408£0£4£40.1240
31/05/15£1,027£10,079£-9,052£42£-404£-404-0.5210
31/05/14£877£674£203£45£8,648£8,648154.1210
31/05/13£1,948£429£1,519£35£8,444£8,444236160
31/05/12*£5,931£161£5,770£11£6,926£6,926516.9100
31/05/11£1,135£158£977£0£0£0n/a00
31/05/10£186£63£123£0£0£0n/a00
31/05/09£511£446£65£19£56£561.510

Highest pay bracket: less than £60,000
Established: 16 years

www.lowthercastle.org

suzanne.sharp@lowther.co.uk

01931712912

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Education/Training
  • Environment/Conservation/Heritage
GiG Classification
  • Museums, parks, historical sites
How it operates
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Cumbria,
Who it helps
  • 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
DCMS - CRF21: Lowther Castle Ltd
£45,500 08/03/2021
Culture Recovery Fund for Heritage 2020-21
DCMS - CRF20: Lowther Castle Ltd
£200,200 14/10/2020
Culture Recovery Fund for Heritage 2020-21

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split

Age Range of Trustees: 39-71
Legal constitution
  • Charitable company registered in England & Wales on 21/07/2008, number: 1125075
  • Registered at Companies House on 31/05/2007, number: 06265298
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
15 returns made; AR12: 29 days late,
Main office

ESTATE OFFICE
Lowther Castle & Gardens
Old Walled Garden
Lowther
PENRITH
CA10 2HH

Objectives

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.

Defined Area of Benefit:

LOCAL

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

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