LOWTHER CASTLE AND GARDENS TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 21 July 2008
Removed: Not supplied
Company number supplied: 06265298
Financial period: 1 June 2025 – 31 May 2026
Latest income: £73,797
Latest expenditure: £16,660
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: ESTATE OFFICE, Lowther Castle & Gardens, Old Walled Garden, Lowther, PENRITH, CA10 2HH

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

02 Activities

What the charity does

Restoring and conserving Lowther Castle and gardens, promoting public access to this nationally significant building and offering access to high quality information about the site, covering history, conservation, economics and culture.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 June 2025
Fin Period End Date: 31 May 2026
Ar Cycle Reference: AR26
Reporting Due Date: 31 March 2027
Date Annual Return Received: 15 October 2026
Date Accounts Received: 15 October 2026
Total Gross Income: £73,797
Total Gross Expenditure: £16,660

Fin Period Start Date: 1 June 2024
Fin Period End Date: 31 May 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 March 2026
Date Annual Return Received: 23 January 2026
Date Accounts Received: 23 January 2026
Total Gross Income: £72,118
Total Gross Expenditure: £3,568

Fin Period Start Date: 1 June 2023
Fin Period End Date: 31 May 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 March 2025
Date Annual Return Received: 14 November 2024
Total Gross Income: £8,405
Total Gross Expenditure: £1,409

Fin Period Start Date: 1 June 2022
Fin Period End Date: 31 May 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 March 2024
Date Annual Return Received: 30 January 2024
Total Gross Income: £8,100
Total Gross Expenditure: £1,336

Fin Period Start Date: 1 June 2021
Fin Period End Date: 31 May 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 March 2023
Date Annual Return Received: 25 January 2023
Total Gross Income: £6,507
Total Gross Expenditure: £1,803

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 June 2025
Fin Period End Date: 31 May 2026
Ar Due Date: 31 March 2027
Ar Received Date: 15 October 2026
Total Gross Income: £73,797
Total Gross Expenditure: £16,660
Grant Making Is Main Activity: No
Charity Has Trading Subsidiary: No
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
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR25
Fin Period Start Date: 1 June 2024
Fin Period End Date: 31 May 2025
Ar Due Date: 31 March 2026
Ar Received Date: 23 January 2026
Total Gross Income: £72,118
Total Gross Expenditure: £3,568
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
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
Count Volunteers: 50

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Cumbria
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

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

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

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

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

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

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

07 Official extract

Charity Event History

Charity Name: LOWTHER CASTLE AND GARDENS TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2008-07-21T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 31 MAY 2007 AS AMENDED 15 JUNE 2007 AS AMENDED BY SPECIAL RESOLUTION DATED 9 APRIL 2010
Charitable Objects: 3.1.1 TO MANAGE, RESTORE AND PRESERVE FOR THE PUBLIC BENEFIT LOWTHER CASTLE IN CUMBRIA TOGETHER WITH ITS ANCILLARY BUILDINGS AND ITS GARDENS ARBORETA WOODLANDS AND PARK OR SUCH PART OR PARTS THEREOF AS SHALL FROM TIME TO TIME BE HELD BY THE CHARITY (WHICH PREMISES AS FROM TIME TO TIME HELD BY THE CHARITY ARE HEREINAFTER REFERRED TO AS "LOWTHER") AND TO PROMOTE FOR THE PUBLIC BENEFIT THE STUDY AND APPRECIATION OF LOWTHER AS A PLACE OF HISTORIC ARCHITECTURAL AND HORTICULTURAL INTEREST AND NATURAL BEAUTY;3.1.2 TO PRESERVE FOR THE PUBLIC BENEFIT SUCH PICTURES STATUES FURNITURE BOOKS SILVERWARE ARCHIVES AND OTHER CHATTELS BEING OF HISTORIC OR ARTISTIC INTEREST AS THE CHARITY CONSIDERS IT APPROPRIATE TO ACQUIRE (WHETHER ON LEASE OR LOAN OR BY WAY OF GIFT OR PURCHASE OR OTHERWISE) AND TO KEEP AT LOWTHER OR ELSEWHERE (ALL SUCH CHATTELS BEING HERINAFTER REFERRED TO AS "THE CHARITY'S CHATTELS") AND TO PROMOTE FOR THE PUBLIC BENEFIT THE STUDY AND APPRECIATION OF THE CHARITY'S CHATTELS AS FEATURES OF HISTORIC OR ARTISTIC INTEREST;3.1.3 TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE ARTS AND SCIENCES PARTICULARLY BY THE ESTABLISHMENT AND MAINTENANCE OF A MUSEUM OR GALLERY;3.1.4 TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT OF LOWTHER;3.1.5 TO FACILITATE AND ENCOURAGE THE USE OCCUPATION AND ENJOYMENT OF THE WHOLE OR ANY PART OF LOWTHER AND THE CHARITY'S CHATTELS FOR SUCH OTHER EXCLUSIVELY CHARITABLE PURPOSES AS THE CHARITY FROM TIME TO TIME CONSIDERS APPROPRIATE.
Area Of Benefit: LOCAL

09 Official extract

Charity Policy

Policy Name: Conflicting interests

Policy Name: Risk management

Policy Name: Complaints handling

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Volunteer management

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Financial reserves policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Paying staff

Policy Name: Internal risk management policy and procedures

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Campaigns and political activity policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Investing charity funds policy and procedures