ALFOXTON PARK TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 27 April 2020
Removed: Not supplied
Financial period: 1 January 2024 – 31 December 2024
Latest income: £227,072
Latest expenditure: £136,892
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: Yes

Public contact address: Alfoxton Park House, Holford, BRIDGWATER, Somerset, TA5 1SG

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

02 Activities

What the charity does

Alfoxton Park is a Grade II listed building of national importance to the arts as the home of William Wordsworth when he and Samuel Taylor Coleridge wrote the landmark 'Lyrical Ballads'. We are undertaking a major program of heritage restoration and environmentally-exemplary renovation works with a view to opening it as a heritage attraction, literary events venue and residential retreat centre.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 October 2025
Date Annual Return Received: 26 August 2025
Date Accounts Received: 26 August 2025
Total Gross Income: £227,072
Total Gross Expenditure: £136,892

Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 October 2024
Date Annual Return Received: 23 October 2024
Date Accounts Received: 23 October 2024
Total Gross Income: £120,402
Total Gross Expenditure: £133,803

Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 October 2023
Date Annual Return Received: 31 October 2023
Date Accounts Received: 31 October 2023
Total Gross Income: £79,751
Total Gross Expenditure: £128,798

Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 October 2022
Date Annual Return Received: 27 May 2022
Date Accounts Received: 23 June 2022
Total Gross Income: £53,123
Total Gross Expenditure: £103,577

Fin Period Start Date: 27 April 2020
Fin Period End Date: 31 December 2020
Ar Cycle Reference: AR20
Reporting Due Date: 31 October 2021
Date Annual Return Received: 30 October 2021
Date Accounts Received: 30 October 2021
Total Gross Income: £1,645,834
Total Gross Expenditure: £74,837

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 26 August 2025
Total Gross Income: £227,072
Total Gross Expenditure: £136,892
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
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: 250

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 23 October 2024
Total Gross Income: £120,402
Total Gross Expenditure: £133,803
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
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: 25

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 31 October 2023
Total Gross Income: £79,751
Total Gross Expenditure: £128,798
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: Yes
Charity Agreement Professional Fundraiser: Yes
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
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: No
Count Volunteers: 55

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 27 May 2022
Total Gross Income: £53,123
Total Gross Expenditure: £103,577
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: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: Yes
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 300

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR20
Fin Period Start Date: 27 April 2020
Fin Period End Date: 31 December 2020
Ar Due Date: 31 October 2021
Ar Received Date: 30 October 2021
Total Gross Income: £1,645,834
Total Gross Expenditure: £74,837
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
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: No
Count Volunteers: 300

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR20
Fin Period Start Date: 27 April 2020
Fin Period End Date: 31 December 2020
Ar Due Date: 31 October 2021
Ar Received Date: 30 October 2021
Income Donations And Legacies: 1641719
Income Other Trading Activities: 0
Income Charitable Activities: 4115
Income Investments: 0
Income Other: 0
Income Total Income And Endowments: 1645834
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £74,837
Expenditure Other: 0
Expenditure Total: 74837
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 5100
Expenditure Support Costs: 7653
Expenditure Depreciation: 21328
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £31,996
Assets Total Fixed: 1291784
Assets Own Use: 1291784
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £447,721
Assets Total Liabilities: £168,508
Assets Current Investment: 0
Assets Total Assets And Liabilities: £1,570,997
Creditors One Year Total Current: 168508
Creditors Falling Due After One Year: 0
Assets Cash: £92,068
Funds Endowment: 0
Funds Unrestricted: 1323780
Funds Restricted: 247217
Funds Total: 1570997
Count Employees: 4
Charity Only 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: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

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

Classification Code: 108
Classification Type: What
Classification Description: Religious Activities

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

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

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

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

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

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

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

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

08 Official extract

Charity Event History

Charity Name: ALFOXTON PARK TRUST
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2020-04-27T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: CIO - ASSOCIATION Registered 27 Apr 2020
Charitable Objects: THE ADVANCEMENT OF THE BUDDHIST RELIGION, IN PARTICULAR: (A) TO ENCOURAGE MEMBERS AND OTHERS TO LIVE ETHICAL LIVES IN ACCORDANCE WITH THE TEACHINGS OF THE BUDDHA, (B) TO SUPPORT ORDAINED MEMBERS OF THE TRIRATNA BUDDHIST ORDER AND OTHER DULY ORDAINED BUDDHISTS(C) TO MAINTAIN CLOSE COMMUNICATION WITH AND WORK UNDER THE GUIDANCE OF THE TRIRATNA BUDDHIST ORDER AND IN COOPERATION WITH OTHER GROUPS WITH THE SAME OBJECTS

10 Official extract

Charity Other Names

Charity Name Id: 626151
Charity Name Type: Working name
Charity Name: ISIPATANA

11 Official extract

Charity Policy

Policy Name: Internal risk management policy and procedures

Policy Name: Conflicting interests

Policy Name: Risk management

Policy Name: Paying staff

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Trustee expenses policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Volunteer management

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Complaints handling