THE WORDSWORTH TRUST

Registered charity 1066184 · accounts filings on the Charity Commission register

Our charitable activities fall into two categories.(1) Custodianship: of Dove Cottage; of our collection of manuscripts, books & fine art; and of the historic environment of Town End, Grasmere(2) Access and learning: visitor operations; exhibitions and publications; education; and contemporary literature.

Causes: Education/training · Arts/culture/heritage/science · website · Get email alerts

Latest income
£2.2m
Latest spending
£1.9m
Registered
1997
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity ended the year with a surplus of £130,000, a significant improvement from the previous year's deficit. Per the trustees' report, total funds stood at £21,451,000, with unrestricted reserves of £12,112,000, providing a buffer against the challenging trading conditions and reduced visitor numbers noted in the filing.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Highest-paid employee band: £60,001 - £70,000 — below the median for charities its size (£70k)
“In the band £60,001 - £70,000 1”
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: three to six months' budgeted expenditure (held: £12.1m)
“the Trustees believe a free reserve (funds not tied to fixed assets, designated or restricted funds) of relatively liquid assets equivalent to the external income required to fund between three and six months' budgeted expenditure is appropriate.”
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Armstrong Watson Audit Limited. Discloses 5 of 6 completeness components.

Year-over-year changes

Comparing this charity’s FY2024 and FY2025 accounts as analysed by this site.

Public fundraising profile: JustGiving — Wordsworth Grasmere (matched by registered charity number).

Property (HM Land Registry)

20 registered titles in England and Wales held by the charity’s company or corporate body (20 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 31/03/2025)

Total income
£2.0m
Total spending
£1.9m
Cost of raising funds
£294k
Reserves (reported)
£667k
Employees
29

Reported reserves equal ~4.2 months of spending — below the median for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (64% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 14.5% of total income — above the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/03/2025£2.2m£1.9m
31/03/2024£1.5m£1.9m
31/03/2023£1.4m£1.9m
31/03/2022£2.9m£2.1m
31/03/2021£2.9m£1.4m

Common questions

Is THE WORDSWORTH TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity ended the year with a surplus of £130,000, a significant improvement from the previous year's deficit. Per the trustees' report, total funds stood at £21,451,000, with unrestricted reserves of £12,112,000, providing a buffer against the challenging trading conditions and reduced visitor numbers noted in the filing. Its FY2025 accounts were audited by Armstrong Watson Audit Limited.

What does the highest-paid employee of THE WORDSWORTH TRUST earn?

Per its FY2025 accounts, the highest-paid employee was in the £60,001 - £70,000 band.

Who funds THE WORDSWORTH TRUST?

Funders whose own accounts filings name THE WORDSWORTH TRUST as a grant recipient include THE JULIA RAUSING TRUST, THE JOHN R. MURRAY CHARITABLE TRUST, THE MICHAEL MARKS CHARITABLE TRUST, THE T. S. ELIOT FOUNDATION, THE ROTHERMERE FOUNDATION.

Known funders

Grants to this charity found in funders’ own accounts filings.

FunderYearAmountPurpose (as stated by the funder)
THE JULIA RAUSING TRUSTFY2025£2.5mSaving Rydal Mount
THE JOHN R. MURRAY CHARITABLE TRUSTFY2023£1.0mAdvancement of the arts, culture, heritage and science
THE MICHAEL MARKS CHARITABLE TRUSTFY2022£26k
THE JOHN R. MURRAY CHARITABLE TRUSTFY2022£20kAdvancement of the arts, culture, heritage and science
THE T. S. ELIOT FOUNDATIONFY2022£16k
THE JOHN R. MURRAY CHARITABLE TRUSTFY2024£14kAdvancement of the arts, culture, heritage and science
THE JOHN R. MURRAY CHARITABLE TRUSTFY2021£10kAdvancement of the arts, culture, heritage and science
THE ROTHERMERE FOUNDATIONFY2024£10kOther charitable donations
THE ROTHERMERE FOUNDATIONFY2023£10kOther charitable donations
THE MICHAEL MARKS CHARITABLE TRUSTFY2025£10k
OLD POSSUM'S PRACTICAL TRUSTFY2025£10k
Friends of the Nations' LibrariesFY2024£6kCollection of manuscripts relating to Peter Crosthwaite’s Museum

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

FunderDateAmountPurpose
The National Lottery Heritage Fund02/11/2023£89k"'Serve the Future Hour': the Wordsworth Trust's resilience plan"
The National Lottery Heritage Fund19/01/2016£5.1m"'Reimagining Wordsworth': the Wordsworth Trust masterplan"
Northern Rock Foundation08/12/2008£150kGrant awarded to The Wordsworth Trust (Cumbria)
Northern Rock Foundation13/12/2005£150kGrant awarded to The Wordsworth Trust (Cumbria)
The National Lottery Heritage Fund14/09/2004£566k"Acquisition of Collection of books"
The National Lottery Heritage Fund28/05/2003£1.6m"Wordsworth Trust Development Fund"
Northern Rock Foundation13/05/2003£53kGrant awarded to The Wordsworth Trust (Cumbria)
The National Lottery Heritage Fund31/03/2003£30k"Acquisition of the Greta Hall Collection"
Northern Rock Foundation11/12/2001£20kGrant awarded to The Wordsworth Trust (Cumbria)
The National Lottery Heritage Fund19/09/2001£675k"Wordsworth Trust Collections Centre"
The National Lottery Heritage Fund26/05/2000£90k"Ecclesiastical Sketches, Wordsworth manuscript"
The National Lottery Heritage Fund13/11/1996£20k"Centre for British Romanticism"
South Lakeland District Council—£30kStrategic Cultural Partnerships
South Lakeland District Council—£30kStrategic Cultural Partnership
South Lakeland District Council—£42kCapital Grant
South Lakeland District Council—£30kStrategic Cultural Partnerships
South Lakeland District Council—£30kStrategic Cultural Partnerships

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE GREGYNOG TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE WORDSWORTH TRUST£2.2m£60,001 - £70,000—unclear—no doubt
THE GREGYNOG TRUST FY2025£1.1m£60,001 - £70,0001unclear—noted
BRANTWOOD (JOHN RUSKIN MEMORIAL TRUST) FY2024£832k—0unclear—no doubt
THE NOSTELL TRUST FY2025£156k—0unclear—no doubt
HAREWOOD HOUSE TRUST LIMITED FY2025£6.0m——below—noted
NORTH CRAVEN BUILDING PRESERVATION TRUST FY2025£1.1m—0unclear—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.