PEMBROKE CASTLE TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 14 January 1969
Removed: Not supplied
Financial period: 1 February 2024 – 31 January 2025
Latest income: £1,487,951
Latest expenditure: £1,285,692
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Pembroke Castle, Castle Terrace, Pembroke, Pembrokeshire, SA71 4LA

Website recorded by the regulator: www.pembrokecastle.co.uk (displayed as text)

02 Activities

What the charity does

The charitable trust owns and maintains a substantially restored medieval castle. This facility which is open to the public all year round includes a gift shop, heraldry centre and a cafe. Various daytime and evening events take place, particularly during the summer months. Regular guided tours are offered during the summer as well as pre-booked tours which are popular with school groups

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: £1,487,951
Total Gross Expenditure: £1,285,692

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: 28 November 2024
Date Accounts Received: 28 November 2024
Total Gross Income: £1,466,369
Total Gross Expenditure: £1,279,779

Fin Period Start Date: 1 November 2021
Fin Period End Date: 31 January 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 November 2023
Date Annual Return Received: 29 November 2023
Date Accounts Received: 29 November 2023
Total Gross Income: £1,338,354
Total Gross Expenditure: £1,369,900

Fin Period Start Date: 1 November 2020
Fin Period End Date: 31 October 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 August 2022
Date Annual Return Received: 23 August 2022
Date Accounts Received: 23 August 2022
Total Gross Income: £615,255
Total Gross Expenditure: £413,994

Fin Period Start Date: 1 November 2019
Fin Period End Date: 31 October 2020
Ar Cycle Reference: AR20
Reporting Due Date: 31 August 2021
Date Annual Return Received: 19 August 2021
Date Accounts Received: 19 August 2021
Total Gross Income: £396,741
Total Gross Expenditure: £489,329

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: £1,487,951
Total Gross Expenditure: £1,285,692
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: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 70001 80000: 1
Count Volunteers: 0

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: 28 November 2024
Total Gross Income: £1,466,369
Total Gross Expenditure: £1,279,779
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: Yes
Count Salary Band 60001 70000: 1
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 November 2021
Fin Period End Date: 31 January 2023
Ar Due Date: 30 November 2023
Ar Received Date: 29 November 2023
Total Gross Income: £1,338,354
Total Gross Expenditure: £1,369,900
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £2
Income From Government Grants: £6,000
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: Yes
Count Salary Band 80001 90000: 1
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR21
Fin Period Start Date: 1 November 2020
Fin Period End Date: 31 October 2021
Ar Due Date: 31 August 2022
Ar Received Date: 23 August 2022
Total Gross Income: £615,255
Total Gross Expenditure: £413,994
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £3
Income From Government Grants: £100,630
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: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR20
Fin Period Start Date: 1 November 2019
Fin Period End Date: 31 October 2020
Ar Due Date: 31 August 2021
Ar Received Date: 19 August 2021
Total Gross Income: £396,741
Total Gross Expenditure: £489,329
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £4
Income From Government Grants: £84,687
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: 1

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: 97325
Income Other Trading Activities: 619495
Income Charitable Activities: 737591
Income Investments: 33540
Income Other: 0
Income Total Income And Endowments: 1487951
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £21,059
Expenditure Charitable Expenditure: £225,244
Expenditure Other: 1039389
Expenditure Total: 1285692
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 12333
Expenditure Support Costs: 40594
Expenditure Depreciation: 80585
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £989,812
Assets Total Fixed: 887743
Assets Own Use: 887743
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,173,987
Assets Total Liabilities: £111,102
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,950,628
Creditors One Year Total Current: 100369
Creditors Falling Due After One Year: 10733
Assets Cash: £1,015,596
Funds Endowment: 0
Funds Unrestricted: 1924844
Funds Restricted: 25784
Funds Total: 1950628
Count Employees: 39
Consolidated 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: 28 November 2024
Income Donations And Legacies: 8573
Income Other Trading Activities: 686748
Income Charitable Activities: 748239
Income Investments: 22359
Income Other: 450
Income Total Income And Endowments: 1466369
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £1,079,576
Expenditure Other: 200203
Expenditure Total: 1279779
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 32108
Expenditure Support Costs: 270075
Expenditure Depreciation: 82301
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £958,266
Assets Total Fixed: 759769
Assets Own Use: 759769
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,103,109
Assets Total Liabilities: £114,509
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,748,369
Creditors One Year Total Current: 83622
Creditors Falling Due After One Year: 30887
Assets Cash: £1,013,621
Funds Endowment: 0
Funds Unrestricted: 1718035
Funds Restricted: 30334
Funds Total: 1748369
Count Employees: 46
Consolidated Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 November 2021
Fin Period End Date: 31 January 2023
Ar Due Date: 30 November 2023
Ar Received Date: 29 November 2023
Income Donations And Legacies: 71837
Income Other Trading Activities: 1253819
Income Charitable Activities: 0
Income Investments: 5152
Income Other: 7546
Income Total Income And Endowments: 1338354
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £54,985
Expenditure Charitable Expenditure: £260,306
Expenditure Other: 1054609
Expenditure Total: 1369900
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 53819
Expenditure Depreciation: 114643
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £918,612
Assets Total Fixed: 812973
Assets Own Use: 812972
Assets Long Term Investment: 1
Defined Benefit Pension Scheme: 0
Assets Other Assets: £918,612
Assets Total Liabilities: £205,492
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,526,093
Creditors One Year Total Current: 119257
Creditors Falling Due After One Year: 86235
Assets Cash: £754,001
Funds Endowment: 0
Funds Unrestricted: 1526093
Funds Restricted: 0
Funds Total: 1526093
Count Employees: 43
Consolidated Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR21
Fin Period Start Date: 1 November 2020
Fin Period End Date: 31 October 2021
Ar Due Date: 31 August 2022
Ar Received Date: 23 August 2022
Income Donations And Legacies: 26570
Income Other Trading Activities: 483219
Income Charitable Activities: 0
Income Investments: 4069
Income Other: 101397
Income Total Income And Endowments: 615255
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £43,397
Expenditure Charitable Expenditure: £370,597
Expenditure Other: 0
Expenditure Total: 413994
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 146590
Expenditure Depreciation: 96423
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £600,479
Assets Total Fixed: 854462
Assets Own Use: 854461
Assets Long Term Investment: 1
Defined Benefit Pension Scheme: 0
Assets Other Assets: £865,550
Assets Total Liabilities: £143,176
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,576,836
Creditors One Year Total Current: 50444
Creditors Falling Due After One Year: 92732
Assets Cash: £600,479
Funds Endowment: 0
Funds Unrestricted: 1576836
Funds Restricted: 0
Funds Total: 1576836
Count Employees: 20
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Pembrokeshire
Welsh Ind: Yes

07 Official extract

Charity Classification

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

08 Official extract

Charity Event History

Charity Name: PEMBROKE CASTLE TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1969-01-14T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 3 FEBRURY 1959 as amended on 01 May 2026
Charitable Objects: CASTLE FOR THE BENEFIT OF THE GENERAL PULIC AND THE INHABITANTS OF THE BOROUGH OF PEMBROKE IN PARTICULAR.
Area Of Benefit: PEMBROKE

10 Official extract

Charity Policy

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Complaints handling

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Paying staff

Policy Name: Conflicting interests

Policy Name: Social media policy and procedures

Policy Name: Investment

Policy Name: Bullying and harassment policy and procedures

Policy Name: Risk management