INSOLE COURT TRUST/YMDDIRIEDOLAETH CWRT INSOLE — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 26 January 2012
Removed: Not supplied
Company number supplied: 07705519
Financial period: 1 November 2024 – 31 October 2025
Latest income: £1,144,395
Latest expenditure: £1,068,250
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: Insole Court, Fairwater Road, CARDIFF, CF5 2LN

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

02 Activities

What the charity does

The Charity's objectives are: to restore, preserve, and protect Insole Court and its gardens for the public benefit; to provide education in its conservation and history; and to benefit the residents of the community by providing community facilities for social welfare and recreation.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 November 2024
Fin Period End Date: 31 October 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 August 2026
Date Annual Return Received: 27 August 2026
Date Accounts Received: 27 August 2026
Total Gross Income: £1,144,395
Total Gross Expenditure: £1,068,250

Fin Period Start Date: 1 November 2023
Fin Period End Date: 31 October 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 August 2025
Date Annual Return Received: 29 August 2025
Date Accounts Received: 29 August 2025
Total Gross Income: £472,675
Total Gross Expenditure: £529,705

Fin Period Start Date: 1 November 2022
Fin Period End Date: 31 October 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 August 2024
Date Annual Return Received: 13 August 2024
Date Accounts Received: 13 August 2024
Total Gross Income: £417,520
Total Gross Expenditure: £512,376

Fin Period Start Date: 1 November 2021
Fin Period End Date: 31 October 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 August 2023
Date Annual Return Received: 18 August 2023
Date Accounts Received: 20 June 2023
Total Gross Income: £359,317
Total Gross Expenditure: £476,454

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: 18 August 2022
Date Accounts Received: 8 April 2022
Total Gross Income: £346,714
Total Gross Expenditure: £389,652

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 November 2024
Fin Period End Date: 31 October 2025
Ar Due Date: 31 August 2026
Ar Received Date: 27 August 2026
Total Gross Income: £1,144,395
Total Gross Expenditure: £1,068,250
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £12,050
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of 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
Employees Salary Over 60k: No
Count Volunteers: 120

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 November 2023
Fin Period End Date: 31 October 2024
Ar Due Date: 31 August 2025
Ar Received Date: 29 August 2025
Total Gross Income: £472,675
Total Gross Expenditure: £529,705
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of 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
Employees Salary Over 60k: No
Count Volunteers: 117

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 November 2022
Fin Period End Date: 31 October 2023
Ar Due Date: 31 August 2024
Ar Received Date: 13 August 2024
Total Gross Income: £417,520
Total Gross Expenditure: £512,376
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: 125

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 November 2021
Fin Period End Date: 31 October 2022
Ar Due Date: 31 August 2023
Ar Received Date: 18 August 2023
Total Gross Income: £359,317
Total Gross Expenditure: £476,454
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: £4,000
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: 65

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
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: 18 August 2022
Total Gross Income: £346,714
Total Gross Expenditure: £389,652
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: £3
Income From Government Grants: £141,536
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: 50

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 November 2024
Fin Period End Date: 31 October 2025
Ar Due Date: 31 August 2026
Ar Received Date: 27 August 2026
Income Donations And Legacies: 227210
Income Other Trading Activities: 868401
Income Charitable Activities: 29131
Income Investments: 0
Income Other: 19653
Income Total Income And Endowments: 1144395
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £597,725
Expenditure Charitable Expenditure: £470,525
Expenditure Other: 0
Expenditure Total: 1068250
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 7993
Expenditure Support Costs: 116415
Expenditure Depreciation: 46270
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £1,163,066
Assets Total Fixed: 1187356
Assets Own Use: 1187356
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £523,288
Assets Total Liabilities: £547,578
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,163,066
Creditors One Year Total Current: 535298
Creditors Falling Due After One Year: 12280
Assets Cash: £466,020
Funds Endowment: 0
Funds Unrestricted: 1156202
Funds Restricted: 6864
Funds Total: 1163066
Count Employees: 37
Consolidated Accounts: Yes

06 Official extract

Charity Area Of Operation

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

07 Official extract

Charity Classification

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

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

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

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

Classification Code: 116
Classification Type: What
Classification Description: Recreation

Classification Code: 113
Classification Type: What
Classification Description: Economic/community Development/employment

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

Classification Code: 304
Classification Type: How
Classification Description: Provides Human Resources

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

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

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

08 Official extract

Charity Event History

Charity Name: INSOLE COURT TRUST/YMDDIRIEDOLAETH CWRT INSOLE
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2012-01-26T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 14/07/2011AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 24/01/2012AS REGISTERED AT COMPANIES HOUSE ON 10 SEP 2020 as amended on 02 Oct 2025
Charitable Objects: 4.1 TO PRESERVE AND PROTECT THE BUILDINGS KNOWN AS INSOLE COURT INCLUDING THE RESTORATION OF THE INTERIOR AND GARDENS FOR THE PUBLIC BENEFIT; 4.2 TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE HISTORY AND CONSERVATION OF INSOLE COURT AND GARDENS; AND 4.3 TO FURTHER OR BENEFIT THE RESIDENTS OF THE COMMUNITY, WITHOUT DISTINCTION OF SEX, SEXUAL ORIENTATION, RACE OR OF POLITICAL, RELIGIOUS OR OTHER OPINIONS BY ASSOCIATING TOGETHER THE SAID RESIDENTS AND THE LOCAL AUTHORITIES, VOLUNTARY AND OTHER ORGANISATIONS IN A COMMON EFFORT TO ADVANCE EDUCATION, ARTS AND CULTURE, AND PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION LEISURE TIME OCCUPATION WITH THE OBJECTIVE OF IMPROVING THE CONDITIONS OF LIFE FOR THE RESIDENTS AND IN PARTICULAR TO ESTABLISH OR SECURE THE ESTABLISHMENT OF A COMMUNITY FACILITY AND TO MAINTAIN OR MANAGE OR CO-OPERATE WITH ANY STATUTORY OR OTHER AUTHORITY OR ORGANISATION IN THE MAINTENANCE AND MANAGEMENT OF SUCH A CENTRE

10 Official extract

Charity Other Names

Charity Name Id: 512055
Charity Name Type: Working name
Charity Name: INSOLE COURT TRUST

11 Official extract

Charity Policy

Policy Name: Paying staff

Policy Name: Financial reserves policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Complaints policy and procedures

Policy Name: Campaigns and political activity policy and procedures

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

Policy Name: Bullying and harassment policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Risk management

Policy Name: Internal risk management policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Complaints handling

Policy Name: Social media policy and procedures

Policy Name: Volunteer management

Policy Name: Trustee expenses policy and procedures

Policy Name: Safeguarding policy and procedures