Finance Score: -8

Governance Score: 3

Support Score: 1

Accounts filed more than 5 days late: -3 times
Multiple Deficits and declines: -5
No PartB

Gender balanced board: +3

Grant maker support: +1

Overall GiG Score: -4

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

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	£-149	n/a	n/a	n/a	n/a	n/a	83
31/01/22	*	£426	£363	£64	n/a	n/a	n/a	n/a	n/a	67
31/01/21	*	£676	£361	£315	£4	£1,721	£1,502	50	12	78
31/01/20		£480	£390	£90	n/a	n/a	n/a	n/a	n/a	83
31/01/19		£305	£479	£-174	n/a	n/a	n/a	n/a	n/a	91
31/01/18		£449	£325	£123	£0	£0	£0	n/a	0	0
31/01/17		£237	£222	£15	£0	£0	£0	n/a	0	0
31/01/16		£195	£382	£-187	£0	£0	£0	n/a	0	0
31/01/15		£211	£246	£-36	£0	£0	£0	n/a	0	0
31/01/14		£196	£271	£-75	£0	£0	£0	n/a	0	0
31/01/13		£225	£231	£-5	£0	£0	£0	n/a	0	0
31/01/12	*	£267	£285	£-18	£0	£0	£0	n/a	0	0
31/01/11		£235	£196	£39	£0	£0	£0	n/a	0	0
31/01/10		£240	£172	£68	£0	£0	£0	n/a	0	0
31/01/09		£188	£353	£-165	£0	£0	£0	n/a	0	0
31/01/08		£1,443	£272	£1,171	£36	£1,629	£1,310	57.8	2	0
31/01/07		£161	£107	£54	£0	£0	£0	n/a	0	0
31/01/06		£267	£108	£159	£0	£0	£0	n/a	0	0
31/01/05		£124	£93	£31	£0	£0	£0	n/a	0	0
31/01/04		£106	£97	£9	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 29 years

yorkshirearboretum.org

administrator@yorkshirearboretum.org

01653648598

Charity Commission for England and Wales

Tweets

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 works here?

Unknown number of employees
83 volunteers

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 (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

Age Range of Trustees: 60-80

GREVILLE THOMAS WORTHINGTON (Chair) Appointed: 2020, Occupation: Director

IAN GRAHAM Appointed: 2022, Occupation: Academic

JULIA WILLISON Appointed: 2022, Occupation: Head Of Learning

THE HONOURABLE NICHOLAS PAUL GEOFFREY HOWARD, Other trusteeship: GEORGE HOWARD'S CHARITABLE SETTLEMENT,

CHRISTOPHER BRIDGE Appointed: 2016, Occupation: Retired

DR ALAN SUGGETT Appointed: 2014, Occupation: Director

DR HELEN CREWS Appointed: 2016, Occupation: Director

MICHAEL STURGE Appointed: 2014, Occupation: Retired, Other trusteeships: STURGE FLATS CHARITABLE TRUST, THE MICHAEL AND LOTTI STURGE CHARITABLE TRUST, COBER HILL CHARITABLE TRUST,

PROFESSOR NICOLA SPENCE Appointed: 2014, Occupation: Professor Of Horticulture

RICHARD HALLAM BARLEY Appointed: 2014, Occupation: Horticulturist

VICTORIA HOWARD Appointed: 2016, Occupation: Company Director

JANE BARBARA INGHAM Appointed: 2005, Occupation: None, Other trusteeship: THE CALMCOTT TRUST,

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