01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received Late
- Charity type
- Charitable company
- Registered
- 27 January 1977
- Removed
- Not supplied
- Company number supplied
- 01293608
- Financial period
- 6 April 2024 – 5 April 2025
- Latest income
- £762,332
- Latest expenditure
- £785,682
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: THE ESTATE OFFICE, BURTON AGNES, DRIFFIELD, NORTH HUMBERSIDE, YO25 4NB
Website recorded by the regulator: www.burtonagnes.com (displayed as text)
02 Activities
What the charity does
Opening Burton Agnes Hall to the general public; promoting Burton Agnes Hall as a destination for school parties, individual visitors and group parties; furthering the historic and aesthetic education of visitors to Burton Agnes Hall; maintaining and improving the structure and contents of the Hall; raising funds to support these activities.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 6 April 2024
- Fin Period End Date
- 5 April 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 5 February 2026
- Date Annual Return Received
- 24 March 2026
- Date Accounts Received
- 24 March 2026
- Total Gross Income
- £762,332
- Total Gross Expenditure
- £785,682
- Fin Period Start Date
- 6 April 2023
- Fin Period End Date
- 5 April 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 5 February 2025
- Date Annual Return Received
- 7 February 2025
- Date Accounts Received
- 7 February 2025
- Total Gross Income
- £815,372
- Total Gross Expenditure
- £817,478
- Fin Period Start Date
- 6 April 2022
- Fin Period End Date
- 5 April 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 5 February 2024
- Date Annual Return Received
- 7 February 2024
- Date Accounts Received
- 24 June 2024
- Total Gross Income
- £755,194
- Total Gross Expenditure
- £884,568
- Fin Period Start Date
- 6 April 2021
- Fin Period End Date
- 5 April 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 5 February 2023
- Date Annual Return Received
- 31 January 2023
- Date Accounts Received
- 31 January 2023
- Total Gross Income
- £783,815
- Total Gross Expenditure
- £766,481
- Fin Period Start Date
- 6 April 2020
- Fin Period End Date
- 5 April 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 5 February 2022
- Date Annual Return Received
- 31 January 2022
- Date Accounts Received
- 31 January 2022
- Total Gross Income
- £612,344
- Total Gross Expenditure
- £582,613
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
- 6 April 2024
- Fin Period End Date
- 5 April 2025
- Ar Due Date
- 5 February 2026
- Ar Received Date
- 24 March 2026
- Total Gross Income
- £762,332
- Total Gross Expenditure
- £785,682
- 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
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 6 April 2023
- Fin Period End Date
- 5 April 2024
- Ar Due Date
- 5 February 2025
- Ar Received Date
- 7 February 2025
- Total Gross Income
- £815,372
- Total Gross Expenditure
- £817,478
- 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
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 6 April 2022
- Fin Period End Date
- 5 April 2023
- Ar Due Date
- 5 February 2024
- Ar Received Date
- 7 February 2024
- Total Gross Income
- £755,194
- Total Gross Expenditure
- £884,568
- 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
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 6 April 2021
- Fin Period End Date
- 5 April 2022
- Ar Due Date
- 5 February 2023
- Ar Received Date
- 31 January 2023
- Total Gross Income
- £783,815
- Total Gross Expenditure
- £766,481
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £1
- Income From Government Grants
- £7,090
- 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
- AR21
- Fin Period Start Date
- 6 April 2020
- Fin Period End Date
- 5 April 2021
- Ar Due Date
- 5 February 2022
- Ar Received Date
- 31 January 2022
- Total Gross Income
- £612,344
- Total Gross Expenditure
- £582,613
- 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
- £175,295
- 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
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
- 6 April 2024
- Fin Period End Date
- 5 April 2025
- Ar Due Date
- 5 February 2026
- Ar Received Date
- 24 March 2026
- Income Donations And Legacies
- 38498
- Income Other Trading Activities
- 269624
- Income Charitable Activities
- 350951
- Income Investments
- 103259
- Income Other
- 0
- Income Total Income And Endowments
- 762332
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £339,594
- Expenditure Charitable Expenditure
- £446,088
- Expenditure Other
- 0
- Expenditure Total
- 785682
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 97907
- Expenditure Depreciation
- 44775
- Gain Loss Investment
- -8083
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £485,391
- Assets Total Fixed
- 9009584
- Assets Own Use
- 2788601
- Assets Long Term Investment
- 6220983
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £138,054
- Assets Total Liabilities
- £828,992
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £8,318,646
- Creditors One Year Total Current
- 828992
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £12,887
- Funds Endowment
- 0
- Funds Unrestricted
- 1770043
- Funds Restricted
- 6548603
- Funds Total
- 8318646
- Count Employees
- 33
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 6 April 2023
- Fin Period End Date
- 5 April 2024
- Ar Due Date
- 5 February 2025
- Ar Received Date
- 7 February 2025
- Income Donations And Legacies
- 27050
- Income Other Trading Activities
- 318601
- Income Charitable Activities
- 367441
- Income Investments
- 102280
- Income Other
- 0
- Income Total Income And Endowments
- 815372
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £377,276
- Expenditure Charitable Expenditure
- £440,202
- Expenditure Other
- 0
- Expenditure Total
- 817478
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 15051
- Expenditure Depreciation
- 26485
- Gain Loss Investment
- 655420
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £485,391
- Assets Total Fixed
- 8193301
- Assets Own Use
- 1961068
- Assets Long Term Investment
- 6232233
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £459,790
- Assets Total Liabilities
- £303,012
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £8,350,079
- Creditors One Year Total Current
- 303012
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £309,287
- Funds Endowment
- 0
- Funds Unrestricted
- 1730333
- Funds Restricted
- 6619746
- Funds Total
- 8350079
- Count Employees
- 32
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 6 April 2022
- Fin Period End Date
- 5 April 2023
- Ar Due Date
- 5 February 2024
- Ar Received Date
- 7 February 2024
- Income Donations And Legacies
- 22844
- Income Other Trading Activities
- 280864
- Income Charitable Activities
- 354196
- Income Investments
- 97290
- Income Other
- 0
- Income Total Income And Endowments
- 755194
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £353,129
- Expenditure Charitable Expenditure
- £531,439
- Expenditure Other
- 0
- Expenditure Total
- 884568
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 28292
- Expenditure Support Costs
- 183580
- Expenditure Depreciation
- 18863
- Gain Loss Investment
- -2666
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £416,794
- Assets Total Fixed
- 7546343
- Assets Own Use
- 1030345
- Assets Long Term Investment
- 6515998
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £361,761
- Assets Total Liabilities
- £211,339
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £7,696,765
- Creditors One Year Total Current
- 211339
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £223,388
- Funds Endowment
- 0
- Funds Unrestricted
- 1731112
- Funds Restricted
- 5965653
- Funds Total
- 7696765
- Count Employees
- 29
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 6 April 2021
- Fin Period End Date
- 5 April 2022
- Ar Due Date
- 5 February 2023
- Ar Received Date
- 31 January 2023
- Income Donations And Legacies
- 40231
- Income Other Trading Activities
- 310486
- Income Charitable Activities
- 339442
- Income Investments
- 93656
- Income Other
- 0
- Income Total Income And Endowments
- 783815
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £298,049
- Expenditure Charitable Expenditure
- £468,432
- Expenditure Other
- 0
- Expenditure Total
- 766481
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 23349
- Expenditure Support Costs
- 159438
- Expenditure Depreciation
- 20869
- Gain Loss Investment
- 54759
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £560,777
- Assets Total Fixed
- 7426126
- Assets Own Use
- 914559
- Assets Long Term Investment
- 6511567
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £564,167
- Assets Total Liabilities
- £161,485
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £7,828,808
- Creditors One Year Total Current
- 161485
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £441,455
- Funds Endowment
- 0
- Funds Unrestricted
- 1754877
- Funds Restricted
- 6073931
- Funds Total
- 7828808
- Count Employees
- 27
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 6 April 2020
- Fin Period End Date
- 5 April 2021
- Ar Due Date
- 5 February 2022
- Ar Received Date
- 31 January 2022
- Income Donations And Legacies
- 195979
- Income Other Trading Activities
- 167170
- Income Charitable Activities
- 158120
- Income Investments
- 91075
- Income Other
- 0
- Income Total Income And Endowments
- 612344
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £179,077
- Expenditure Charitable Expenditure
- £403,536
- Expenditure Other
- 0
- Expenditure Total
- 582613
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 19458
- Expenditure Support Costs
- 172130
- Expenditure Depreciation
- 22424
- Gain Loss Investment
- 364201
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £392,971
- Assets Total Fixed
- 7458130
- Assets Own Use
- 935429
- Assets Long Term Investment
- 6522701
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £448,281
- Assets Total Liabilities
- £149,696
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £7,756,715
- Creditors One Year Total Current
- 149696
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £288,855
- Funds Endowment
- 0
- Funds Unrestricted
- 1619075
- Funds Restricted
- 6137640
- Funds Total
- 7756715
- Count Employees
- 31
- Consolidated Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Region
- Geographic Area Description
- Throughout England And Wales
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 310
- Classification Type
- How
- Classification Description
- Other Charitable Activities
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 112
- Classification Type
- What
- Classification Description
- Environment/conservation/heritage
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
08 Official extract
Charity Event History
- Charity Name
- BURTON AGNES HALL PRESERVATION TRUST LIMITED
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1977-01-27T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 7TH JANUARY 1977
- Charitable Objects
- THE ADVANCE OF HISTORIC AND AESTHETIC EDUCATION.
- Area Of Benefit
- BURTON AGNES, DRIFFIELD, NORTH HUMBERSIDE
10 Official extract
Charity Policy
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Investment
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Complaints policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Risk management
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Financial reserves policy and procedures