01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 4 July 1986
- Removed
- Not supplied
- Company number supplied
- 02004021
- Financial period
- 1 January 2025 – 31 December 2025
- Latest income
- £6,020,464
- Latest expenditure
- £5,638,099
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: HAREWOOD HOUSE TRUST, HAREWOOD HOUSE, HAREWOOD, LEEDS, LS17 9LG
Website recorded by the regulator: www.harewood.org (displayed as text)
02 Activities
What the charity does
Preserving, for the public benefit, Harewood House, its grounds and collections. Promoting the study and appreciation of Harewood as a place of historic and cultural interest and natural beauty, including through events and exhibitions. Providing facilities for recreation, leisure and educational activities. Seeking sponsorship and undertaking fundraising activities to support the charity's work.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 October 2026
- Date Annual Return Received
- 31 July 2026
- Date Accounts Received
- 31 July 2026
- Total Gross Income
- £6,020,464
- Total Gross Expenditure
- £5,638,099
- 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
- 2 October 2025
- Date Accounts Received
- 2 October 2025
- Total Gross Income
- £5,188,325
- Total Gross Expenditure
- £5,291,731
- 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
- 31 October 2024
- Date Accounts Received
- 31 October 2024
- Total Gross Income
- £4,910,584
- Total Gross Expenditure
- £4,858,442
- 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
- 30 October 2023
- Date Accounts Received
- 30 October 2023
- Total Gross Income
- £4,497,724
- Total Gross Expenditure
- £4,493,117
- 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
- 28 October 2022
- Date Accounts Received
- 28 October 2022
- Total Gross Income
- £4,166,255
- Total Gross Expenditure
- £4,009,753
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 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Due Date
- 31 October 2026
- Ar Received Date
- 31 July 2026
- Total Gross Income
- £6,020,464
- Total Gross Expenditure
- £5,638,099
- 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
- 1
- Count Salary Band 90001 100000
- 1
- Count Volunteers
- 239
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- 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
- 2 October 2025
- Total Gross Income
- £5,188,325
- Total Gross Expenditure
- £5,291,731
- 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
- 1
- Count Salary Band 90001 100000
- 1
- Count Volunteers
- 211
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- 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
- 31 October 2024
- Total Gross Income
- £4,910,584
- Total Gross Expenditure
- £4,858,442
- 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 80001 90000
- 1
- Count Volunteers
- 200
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- 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
- 30 October 2023
- Total Gross Income
- £4,497,724
- Total Gross Expenditure
- £4,493,117
- 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
- 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 60001 70000
- 3
- Count Salary Band 110001 120000
- 1
- Count Volunteers
- 212
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- 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
- 28 October 2022
- Total Gross Income
- £4,166,255
- Total Gross Expenditure
- £4,009,753
- 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
- £19,297
- 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 100001 110000
- 1
- Count Volunteers
- 350
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 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Due Date
- 31 October 2026
- Ar Received Date
- 31 July 2026
- Income Donations And Legacies
- 1677591
- Income Other Trading Activities
- 2152023
- Income Charitable Activities
- 2141869
- Income Investments
- 48981
- Income Other
- 0
- Income Total Income And Endowments
- 6020464
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £3,971,653
- Expenditure Charitable Expenditure
- £1,666,446
- Expenditure Other
- 0
- Expenditure Total
- 5638099
- Expenditure Investment Management
- 4846
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 29812
- Expenditure Support Costs
- 1800569
- Expenditure Depreciation
- 363418
- Gain Loss Investment
- 102348
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 1083
- Reserves
- £5,117,693
- Assets Total Fixed
- 18202767
- Assets Own Use
- 16298426
- Assets Long Term Investment
- 1904341
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £776,426
- Assets Total Liabilities
- £541,081
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £18,438,112
- Creditors One Year Total Current
- 541081
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £448,795
- Funds Endowment
- 11194975
- Funds Unrestricted
- 5359081
- Funds Restricted
- 1884056
- Funds Total
- 18438112
- Count Employees
- 128
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- 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
- 2 October 2025
- Income Donations And Legacies
- 2204977
- Income Other Trading Activities
- 1719560
- Income Charitable Activities
- 1186475
- Income Investments
- 77313
- Income Other
- 0
- Income Total Income And Endowments
- 5188325
- Income Legacies
- 0
- Income Endowments
- 250000
- Expenditure Raising Funds
- £3,603,542
- Expenditure Charitable Expenditure
- £1,688,189
- Expenditure Other
- 0
- Expenditure Total
- 5291731
- Expenditure Investment Management
- 5607
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 44555
- Expenditure Support Costs
- 1536834
- Expenditure Depreciation
- 327686
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 105149
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 1403
- Reserves
- £3,794,716
- Assets Total Fixed
- 18260612
- Assets Own Use
- 15958619
- Assets Long Term Investment
- 2301993
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £451,284
- Assets Total Liabilities
- £758,497
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £17,953,399
- Creditors One Year Total Current
- 758497
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £21,703
- Funds Endowment
- 11738312
- Funds Unrestricted
- 4183913
- Funds Restricted
- 2031174
- Funds Total
- 17953399
- Count Employees
- 132
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- 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
- 31 October 2024
- Income Donations And Legacies
- 2334910
- Income Other Trading Activities
- 1370427
- Income Charitable Activities
- 1104163
- Income Investments
- 101084
- Income Other
- 0
- Income Total Income And Endowments
- 4910584
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £2,713,367
- Expenditure Charitable Expenditure
- £2,145,075
- Expenditure Other
- 0
- Expenditure Total
- 4858442
- Expenditure Investment Management
- 5005
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 72098
- Expenditure Support Costs
- 2058696
- Expenditure Depreciation
- 323145
- Gain Loss Investment
- 18946
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £40,582,926
- Assets Total Fixed
- 17692462
- Assets Own Use
- 15245618
- Assets Long Term Investment
- 2446844
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,057,844
- Assets Total Liabilities
- £798,650
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £17,951,656
- Creditors One Year Total Current
- 798650
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £554,657
- Funds Endowment
- 11883163
- Funds Unrestricted
- 4058296
- Funds Restricted
- 2010197
- Funds Total
- 17951656
- Count Employees
- 59
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- 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
- 30 October 2023
- Income Donations And Legacies
- 1704318
- Income Other Trading Activities
- 1318536
- Income Charitable Activities
- 1368128
- Income Investments
- 106742
- Income Other
- 0
- Income Total Income And Endowments
- 4497724
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £2,415,961
- Expenditure Charitable Expenditure
- £2,077,156
- Expenditure Other
- 0
- Expenditure Total
- 4493117
- Expenditure Investment Management
- 6810
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 11241
- Expenditure Support Costs
- 2172678
- Expenditure Depreciation
- 331071
- Gain Loss Investment
- -237099
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 18304489
- Assets Own Use
- 14870291
- Assets Long Term Investment
- 3434198
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £454,865
- Assets Total Liabilities
- £878,786
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £17,880,568
- Creditors One Year Total Current
- 878786
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £0
- Funds Endowment
- 12853114
- Funds Unrestricted
- 4062620
- Funds Restricted
- 964834
- Funds Total
- 17880568
- Count Employees
- 95
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- 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
- 28 October 2022
- Income Donations And Legacies
- 1012561
- Income Other Trading Activities
- 1049811
- Income Charitable Activities
- 1278386
- Income Investments
- 86130
- Income Other
- 739367
- Income Total Income And Endowments
- 4166255
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £2,314,773
- Expenditure Charitable Expenditure
- £1,694,980
- Expenditure Other
- 0
- Expenditure Total
- 4009753
- Expenditure Investment Management
- 9899
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 19403
- Expenditure Support Costs
- 1792538
- Expenditure Depreciation
- 340992
- Gain Loss Investment
- -258471
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 17814175
- Assets Own Use
- 14812778
- Assets Long Term Investment
- 3001397
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £528,488
- Assets Total Liabilities
- £259,954
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £18,082,709
- Creditors One Year Total Current
- 259954
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £357,312
- Funds Endowment
- 13090213
- Funds Unrestricted
- 4429311
- Funds Restricted
- 563185
- Funds Total
- 18082709
- Count Employees
- 82
- Consolidated Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Leeds City
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- West Yorkshire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 116
- Classification Type
- What
- Classification Description
- Recreation
- Classification Code
- 109
- Classification Type
- What
- Classification Description
- Arts/culture/heritage/science
- 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
- HAREWOOD HOUSE TRUST LIMITED
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1986-07-04T00:00:00
- Charity Name
- HAREWOOD HOUSE TRUST LIMITED
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2024-10-23T00:00:00
- Reason
- Transfer of funds
- Assoc Organisation Number
- 5090352
- Assoc Registered Charity Number
- 1170249
- Assoc Charity Name
- THE PATRICIA HAREWOOD TRUST
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 25/03/1986AS AMENDED BY SPECIAL RESOLUTION(S) DATED 04/06/1986AS AMENDED BY SPECIAL RESOLUTION(S) DATED 22/09/1987AS AMENDED BY SPECIAL RESOLUTION(S) DATED 03/12/1989AS AMENDED BY SPECIAL RESOLUTION(S) DATED 05/01/2005AS AMENDED BY SPECIAL RESOLUTION(S) DATED 30/06/2005AS AMENDED BY SPECIAL RESOLUTION(S) DATED 04/07/2009AS AMENDED BY SPECIAL RESOLUTION(S) DATED 27/01/2012AS AMENDED BY SPECIAL RESOLUTION(S) DATED 15 JAN 2018
- Charitable Objects
- TO PRESERVE FOR THE PUBLIC BENEFIT THE MANSION HOUSE KNOWN AS HAREWOOD HOUSE IN YORKSHIRE TOGETHER WITH ITS ANCILLARY BUILDINGS, GARDENS, ARBORETA, WOODLANDS AND PARK OR SUCH PARTS THEREOF AS SHALL FROM TIME TO TIME BE HELD BY THE COMPANY, AND TO PROMOTE, FOR THE PUBLIC BENEFIT THE STUDY AND APPRECIATION OF HAREWOOD AS A PLACE OF HISTORIC AND ARCHITECTURAL INTEREST AND NATURAL BEAUTY. (FOR FURTHER DETAILS SEE CLAUSE 3A OF THE MEMORANDUM.)
- Area Of Benefit
- NOT DEFINED
10 Official extract
Charity Policy
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Volunteer management
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Complaints policy and procedures
- Policy Name
- Risk management
- Policy Name
- Conflicting interests
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Investment
- Policy Name
- Paying staff