CCEW Charity Commission profile

CASTLE HOWARD ARBORETUM TRUST

Registered charity 1044931 · organisation 1044931

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
13 March 1995
Removed
Not supplied
Company number supplied
03006258
Financial period
1 February 2024 – 31 January 2025
Latest income
£590,289
Latest expenditure
£523,455
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Castle Howard Arboretum Trust, Castle Howard, YORK, YO60 7BY

Website recorded by the regulator: yorkshirearboretum.org (displayed as text)

02 Activities

What the charity does

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

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 February 2024
Fin Period End Date
31 January 2025
Ar Cycle Reference
AR25
Reporting Due Date
30 November 2025
Date Annual Return Received
22 October 2025
Date Accounts Received
22 October 2025
Total Gross Income
£590,289
Total Gross Expenditure
£523,455
Fin Period Start Date
1 February 2023
Fin Period End Date
31 January 2024
Ar Cycle Reference
AR24
Reporting Due Date
30 November 2024
Date Annual Return Received
20 October 2024
Date Accounts Received
20 October 2024
Total Gross Income
£535,913
Total Gross Expenditure
£515,463
Fin Period Start Date
1 February 2022
Fin Period End Date
31 January 2023
Ar Cycle Reference
AR23
Reporting Due Date
30 November 2023
Date Annual Return Received
15 January 2024
Date Accounts Received
15 January 2024
Total Gross Income
£280,386
Total Gross Expenditure
£429,222
Fin Period Start Date
1 February 2021
Fin Period End Date
31 January 2022
Ar Cycle Reference
AR22
Reporting Due Date
30 November 2022
Date Annual Return Received
2 February 2023
Date Accounts Received
2 February 2023
Total Gross Income
£426,359
Total Gross Expenditure
£362,743
Fin Period Start Date
1 February 2020
Fin Period End Date
31 January 2021
Ar Cycle Reference
AR21
Reporting Due Date
30 November 2021
Date Annual Return Received
28 January 2022
Date Accounts Received
28 January 2022
Total Gross Income
£675,721
Total Gross Expenditure
£360,623

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 February 2024
Fin Period End Date
31 January 2025
Ar Due Date
30 November 2025
Ar Received Date
22 October 2025
Total Gross Income
£590,289
Total Gross Expenditure
£523,455
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
100
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 February 2023
Fin Period End Date
31 January 2024
Ar Due Date
30 November 2024
Ar Received Date
20 October 2024
Total Gross Income
£535,913
Total Gross Expenditure
£515,463
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
80
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 February 2022
Fin Period End Date
31 January 2023
Ar Due Date
30 November 2023
Ar Received Date
15 January 2024
Total Gross Income
£280,386
Total Gross Expenditure
£429,222
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
83
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 February 2021
Fin Period End Date
31 January 2022
Ar Due Date
30 November 2022
Ar Received Date
2 February 2023
Total Gross Income
£426,359
Total Gross Expenditure
£362,743
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£1
Income From Government Grants
£22,459
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
67
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 February 2020
Fin Period End Date
31 January 2021
Ar Due Date
30 November 2021
Ar Received Date
28 January 2022
Total Gross Income
£675,721
Total Gross Expenditure
£360,623
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£1
Income From Government Grants
£260,252
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
78

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 February 2024
Fin Period End Date
31 January 2025
Ar Due Date
30 November 2025
Ar Received Date
22 October 2025
Income Donations And Legacies
360614
Income Other Trading Activities
0
Income Charitable Activities
209891
Income Investments
18537
Income Other
1247
Income Total Income And Endowments
590289
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£3,363
Expenditure Charitable Expenditure
£520,092
Expenditure Other
0
Expenditure Total
523455
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
1500
Expenditure Support Costs
178816
Expenditure Depreciation
38796
Gain Loss Investment
4078
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
-128175
Gain Loss Other
70912
Reserves
£515,679
Assets Total Fixed
1400823
Assets Own Use
1338098
Assets Long Term Investment
62725
Defined Benefit Pension Scheme
0
Assets Other Assets
£405,532
Assets Total Liabilities
£53,060
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,753,295
Creditors One Year Total Current
40824
Creditors Falling Due After One Year
12236
Assets Cash
£319,104
Funds Endowment
0
Funds Unrestricted
1738295
Funds Restricted
15000
Funds Total
1753295
Count Employees
14
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 February 2023
Fin Period End Date
31 January 2024
Ar Due Date
30 November 2024
Ar Received Date
20 October 2024
Income Donations And Legacies
329777
Income Other Trading Activities
0
Income Charitable Activities
194308
Income Investments
11828
Income Other
0
Income Total Income And Endowments
535913
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£6,102
Expenditure Charitable Expenditure
£509,361
Expenditure Other
0
Expenditure Total
515463
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
1551
Expenditure Support Costs
515463
Expenditure Depreciation
41250
Gain Loss Investment
-3816
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£198,281
Assets Total Fixed
1528998
Assets Own Use
1332919
Assets Long Term Investment
196079
Defined Benefit Pension Scheme
0
Assets Other Assets
£225,688
Assets Total Liabilities
£72,303
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,682,383
Creditors One Year Total Current
50079
Creditors Falling Due After One Year
22224
Assets Cash
£81,287
Funds Endowment
137433
Funds Unrestricted
1531200
Funds Restricted
13750
Funds Total
1682383
Count Employees
13
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 February 2020
Fin Period End Date
31 January 2021
Ar Due Date
30 November 2021
Ar Received Date
28 January 2022
Income Donations And Legacies
560566
Income Other Trading Activities
0
Income Charitable Activities
78925
Income Investments
9078
Income Other
27152
Income Total Income And Endowments
675721
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£4,029
Expenditure Charitable Expenditure
£356,594
Expenditure Other
0
Expenditure Total
360623
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
1109
Expenditure Support Costs
70335
Expenditure Depreciation
26647
Gain Loss Investment
-2807
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,501,233
Assets Total Fixed
1478255
Assets Own Use
1158625
Assets Long Term Investment
319630
Defined Benefit Pension Scheme
0
Assets Other Assets
£258,026
Assets Total Liabilities
£15,577
Assets Current Investment
0
Assets Total Assets And Liabilities
£1,720,704
Creditors One Year Total Current
15577
Creditors Falling Due After One Year
0
Assets Cash
£191,075
Funds Endowment
132157
Funds Unrestricted
1501506
Funds Restricted
87041
Funds Total
1720704
Count Employees
12
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
North Yorkshire
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
112
Classification Type
What
Classification Description
Environment/conservation/heritage
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
102
Classification Type
What
Classification Description
Education/training

08 Official extract

Charity Event History

Charity Name
CASTLE HOWARD ARBORETUM TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1995-03-13T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED ON 5 JANUARY 1995 AS AMENDED BY SPECIAL RESOLUTION DATED 19 OCTOBER 2009
Charitable Objects
(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
Area Of Benefit
NOT DEFINED

10 Official extract

Charity Other Names

Charity Name Id
222497
Charity Name Type
Working name
Charity Name
C H A T
Charity Name Id
222540
Charity Name Type
Working name
Charity Name
CHAT
Charity Name Id
222549
Charity Name Type
Working name
Charity Name
WILD ABOUT WOOD

11 Official extract

Charity Policy

Policy Name
Paying staff
Policy Name
Conflicting interests
Policy Name
Investment
Policy Name
Investing charity funds policy and procedures
Policy Name
Complaints handling
Policy Name
Financial reserves policy and procedures
Policy Name
Risk management
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Safeguarding policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Volunteer management
Policy Name
Bullying and harassment policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Serious incident reporting policy and procedures