01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 12 May 1969
- Removed
- Not supplied
- Company number supplied
- 00951524
- Financial period
- 1 February 2025 – 31 January 2026
- Latest income
- £17,731,040
- Latest expenditure
- £16,508,640
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: BURGHLEY ESTATE OFFICE, 61 HIGH STREET, ST. MARTINS, STAMFORD, PE9 2LQ
Website recorded by the regulator: www.burghley.co.uk (displayed as text)
02 Activities
What the charity does
The Charity is established for the advancement of historic and aesthetic education which shall include the preservation of buildings of national importance, and in particular the preservation and showing of Burghley House, Stamford. The Governing Body is permitted to carry out its activities with a view to conserving the environment of land and buildings owned by the Charity.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 February 2025
- Fin Period End Date
- 31 January 2026
- Ar Cycle Reference
- AR26
- Reporting Due Date
- 30 November 2026
- Date Annual Return Received
- 16 September 2026
- Date Accounts Received
- 16 September 2026
- Total Gross Income
- £17,731,040
- Total Gross Expenditure
- £16,508,640
- 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
- 30 October 2025
- Date Accounts Received
- 30 October 2025
- Total Gross Income
- £16,035,165
- Total Gross Expenditure
- £15,601,080
- 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
- 4 October 2024
- Date Accounts Received
- 4 October 2024
- Total Gross Income
- £15,157,422
- Total Gross Expenditure
- £14,478,464
- 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
- 20 November 2023
- Date Accounts Received
- 20 November 2023
- Total Gross Income
- £13,711,475
- Total Gross Expenditure
- £13,346,153
- 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
- 13 September 2022
- Date Accounts Received
- 13 September 2022
- Total Gross Income
- £9,056,540
- Total Gross Expenditure
- £8,337,392
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR26
- Fin Period Start Date
- 1 February 2025
- Fin Period End Date
- 31 January 2026
- Ar Due Date
- 30 November 2026
- Ar Received Date
- 16 September 2026
- Total Gross Income
- £17,731,040
- Total Gross Expenditure
- £16,508,640
- Grant Making Is Main Activity
- No
- 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
- 2
- Count Salary Band 70001 80000
- 4
- Count Salary Band 80001 90000
- 1
- Count Salary Band 110001 120000
- 1
- Count Salary Band 130001 140000
- 1
- Count Salary Band 150001 200000
- 1
- Count Volunteers
- 15
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- 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
- 30 October 2025
- Total Gross Income
- £16,035,165
- Total Gross Expenditure
- £15,601,080
- 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
- 2
- Count Salary Band 70001 80000
- 5
- Count Salary Band 80001 90000
- 0
- Count Salary Band 90001 100000
- 0
- Count Salary Band 100001 110000
- 0
- Count Salary Band 110001 120000
- 0
- Count Salary Band 120001 130000
- 0
- Count Salary Band 130001 140000
- 1
- Count Salary Band 140001 150000
- 1
- Count Salary Band 150001 200000
- 1
- Count Salary Band 200001 250000
- 0
- Count Salary Band 250001 300000
- 0
- Count Salary Band 300001 350000
- 0
- Count Salary Band 350001 400000
- 0
- Count Salary Band 400001 450000
- 0
- Count Salary Band 450001 500000
- 0
- Count Salary Band Over 500000
- 0
- Count Volunteers
- 15
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- 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
- 4 October 2024
- Total Gross Income
- £15,157,422
- Total Gross Expenditure
- £14,478,464
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £1
- Income From Government Grants
- £147,809
- 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
- 2
- Count Salary Band 70001 80000
- 3
- Count Salary Band 80001 90000
- 2
- Count Salary Band 130001 140000
- 1
- Count Salary Band 140001 150000
- 1
- Count Salary Band 150001 200000
- 1
- Count Volunteers
- 18
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- 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
- 20 November 2023
- Total Gross Income
- £13,711,475
- Total Gross Expenditure
- £13,346,153
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £3
- Income From Government Grants
- £150,689
- 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
- 4
- Count Salary Band 70001 80000
- 1
- Count Salary Band 110001 120000
- 1
- Count Salary Band 120001 130000
- 1
- Count Salary Band 150001 200000
- 1
- Count Volunteers
- 18
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- 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
- 13 September 2022
- Total Gross Income
- £9,056,540
- Total Gross Expenditure
- £8,337,392
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- 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
- Yes
- Count Salary Band 70001 80000
- 1
- Count Salary Band 80001 90000
- 1
- Count Salary Band 110001 120000
- 1
- Count Salary Band 140001 150000
- 2
- Count Volunteers
- 18
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR26
- Fin Period Start Date
- 1 February 2025
- Fin Period End Date
- 31 January 2026
- Ar Due Date
- 30 November 2026
- Ar Received Date
- 16 September 2026
- Income Donations And Legacies
- 788641
- Income Other Trading Activities
- 10112615
- Income Charitable Activities
- 1476255
- Income Investments
- 5353529
- Income Other
- 0
- Income Total Income And Endowments
- 17731040
- Income Legacies
- 550380
- Income Endowments
- 0
- Expenditure Raising Funds
- £11,818,647
- Expenditure Charitable Expenditure
- £4,689,993
- Expenditure Other
- 0
- Expenditure Total
- 16508640
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 2440911
- Expenditure Depreciation
- 388211
- Gain Loss Investment
- 59602339
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £156,757,525
- Assets Total Fixed
- 140095198
- Assets Own Use
- 14018347
- Assets Long Term Investment
- 126076851
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £35,155,546
- Assets Total Liabilities
- £18,493,219
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £156,757,525
- Creditors One Year Total Current
- 5293219
- Creditors Falling Due After One Year
- 13200000
- Assets Cash
- £2,710,238
- Funds Endowment
- 138363083
- Funds Unrestricted
- 16784799
- Funds Restricted
- 1609643
- Funds Total
- 156757525
- Count Employees
- 115
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- 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
- 30 October 2025
- Income Donations And Legacies
- 87111
- Income Other Trading Activities
- 9313395
- Income Charitable Activities
- 1390356
- Income Investments
- 5244303
- Income Other
- 0
- Income Total Income And Endowments
- 16035165
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £11,134,527
- Expenditure Charitable Expenditure
- £4,466,553
- Expenditure Other
- 0
- Expenditure Total
- 15601080
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 1960017
- Expenditure Depreciation
- 367302
- Gain Loss Investment
- 8538827
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £95,932,786
- Assets Total Fixed
- 86355084
- Assets Own Use
- 13855968
- Assets Long Term Investment
- 72499116
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £26,059,759
- Assets Total Liabilities
- £16,482,057
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £95,932,786
- Creditors One Year Total Current
- 1832057
- Creditors Falling Due After One Year
- 14650000
- Assets Cash
- £3,793,557
- Funds Endowment
- 83654664
- Funds Unrestricted
- 11188402
- Funds Restricted
- 1089720
- Funds Total
- 95932786
- Count Employees
- 116
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- 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
- 4 October 2024
- Income Donations And Legacies
- 161079
- Income Other Trading Activities
- 8496581
- Income Charitable Activities
- 1339381
- Income Investments
- 5159162
- Income Other
- 1219
- Income Total Income And Endowments
- 15157422
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £10,427,748
- Expenditure Charitable Expenditure
- £4,050,716
- Expenditure Other
- 0
- Expenditure Total
- 14478464
- Expenditure Investment Management
- 1934026
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 51700
- Expenditure Support Costs
- 1974711
- Expenditure Depreciation
- 367006
- Gain Loss Investment
- 346919
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 2000000
- Gain Loss Other
- 0
- Reserves
- £86,959,874
- Assets Total Fixed
- 91251636
- Assets Own Use
- 14013059
- Assets Long Term Investment
- 77238577
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £11,454,685
- Assets Total Liabilities
- £15,746,447
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £86,959,874
- Creditors One Year Total Current
- 1546447
- Creditors Falling Due After One Year
- 14200000
- Assets Cash
- £3,797,545
- Funds Endowment
- 75611710
- Funds Unrestricted
- 10253684
- Funds Restricted
- 1094480
- Funds Total
- 86959874
- Count Employees
- 116
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- 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
- 20 November 2023
- Income Donations And Legacies
- 177101
- Income Other Trading Activities
- 7622201
- Income Charitable Activities
- 857301
- Income Investments
- 5052472
- Income Other
- 2400
- Income Total Income And Endowments
- 13711475
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £9,101,140
- Expenditure Charitable Expenditure
- £4,245,013
- Expenditure Other
- 0
- Expenditure Total
- 13346153
- Expenditure Investment Management
- 1846397
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 49800
- Expenditure Support Costs
- 1925587
- Expenditure Depreciation
- 206854
- Gain Loss Investment
- -14282
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 2962220
- Gain Loss Other
- 0
- Reserves
- £83,933,997
- Assets Total Fixed
- 88950018
- Assets Own Use
- 12602332
- Assets Long Term Investment
- 76347686
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £10,508,732
- Assets Total Liabilities
- £15,524,753
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £83,933,997
- Creditors One Year Total Current
- 1824753
- Creditors Falling Due After One Year
- 13700000
- Assets Cash
- £3,494,736
- Funds Endowment
- 87544119
- Funds Unrestricted
- -4709362
- Funds Restricted
- 1099240
- Funds Total
- 83933997
- Count Employees
- 106
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- 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
- 13 September 2022
- Income Donations And Legacies
- 702905
- Income Other Trading Activities
- 2760718
- Income Charitable Activities
- 665901
- Income Investments
- 4927016
- Income Other
- 0
- Income Total Income And Endowments
- 9056540
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £5,052,531
- Expenditure Charitable Expenditure
- £3,284,861
- Expenditure Other
- 0
- Expenditure Total
- 8337392
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 1496867
- Expenditure Depreciation
- 173091
- Gain Loss Investment
- 211955
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 4000000
- Gain Loss Other
- -7979
- Reserves
- £79,516,737
- Assets Total Fixed
- 80295280
- Assets Own Use
- 11206083
- Assets Long Term Investment
- 69089197
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £10,043,713
- Assets Total Liabilities
- £9,718,256
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £80,620,737
- Creditors One Year Total Current
- 1403475
- Creditors Falling Due After One Year
- 8314781
- Assets Cash
- £3,870,132
- Funds Endowment
- 78973678
- Funds Unrestricted
- 543059
- Funds Restricted
- 1104000
- Funds Total
- 80620737
- Count Employees
- 136
- Consolidated Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Northamptonshire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Cambridgeshire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Lincolnshire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Leicestershire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 112
- Classification Type
- What
- Classification Description
- Environment/conservation/heritage
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
08 Official extract
Charity Event History
- Charity Name
- BURGHLEY HOUSE PRESERVATION TRUST LIMITED
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2025-08-19T00:00:00
- Reason
- Transfer of funds
- Assoc Organisation Number
- 5129437
- Assoc Registered Charity Number
- 1181557
- Assoc Charity Name
- THE LORD BURGHLEY 500 FOUNDATION
- Charity Name
- BURGHLEY HOUSE PRESERVATION TRUST LIMITED
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1969-05-12T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 03/04/1969AS AMENDED BY SPECIAL RESOLUTION(S) DATED 02/05/1986AS AMENDED BY SPECIAL RESOLUTION(S) DATED 02/12/1987AS AMENDED BY SPECIAL RESOLUTION(S) DATED 03/07/1998NOW ARTICLES ADOPTED BY SPECIAL RESOLUTION DATED 01/07/2011 as amended on 22 Dec 2022 as amended on 16 May 2023
- Charitable Objects
- THE ADVANCEMENT OF HISTORIC AND AESTHETIC EDUCATION AND IN PARTICULAR THE PRESERVATION OF BUILDINGS AS NATIONAL MONUMENTS.
- Area Of Benefit
- NOT DEFINED
10 Official extract
Charity Policy
- Policy Name
- Risk management
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Investment
- Policy Name
- Campaigns and political activity policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures