THE WORDSWORTH TRUST
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.
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.
What the accounts disclose
“In the band £60,001 - £70,000 1”
“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.”
Year-over-year changes
- Top pay band moved from more than £60,000 (FY2024) to £60,001 - £70,000 (FY2025).
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Anne Elizabeth Young
- Clare Adams
- Donna Chambers
- Dr Alexandra Whitfield
- Dr Amy Elizabeth Concannon
- Dr Paul John Davies
- Gesa Renate Blackmore
- Jonathan Bate
- PROFESSOR DAVID JOHN MCKITTERICK
- Professor Simon John Julian Bainbridge
- Rishi Dastidar
- Timothy John Robertson
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE JULIA RAUSING TRUST | FY2025 | £2.5m | Saving Rydal Mount |
| THE JOHN R. MURRAY CHARITABLE TRUST | FY2023 | £1.0m | Advancement of the arts, culture, heritage and science |
| THE MICHAEL MARKS CHARITABLE TRUST | FY2022 | £26k | |
| THE JOHN R. MURRAY CHARITABLE TRUST | FY2022 | £20k | Advancement of the arts, culture, heritage and science |
| THE T. S. ELIOT FOUNDATION | FY2022 | £16k | |
| THE JOHN R. MURRAY CHARITABLE TRUST | FY2024 | £14k | Advancement of the arts, culture, heritage and science |
| THE JOHN R. MURRAY CHARITABLE TRUST | FY2021 | £10k | Advancement of the arts, culture, heritage and science |
| THE ROTHERMERE FOUNDATION | FY2024 | £10k | Other charitable donations |
| THE ROTHERMERE FOUNDATION | FY2023 | £10k | Other charitable donations |
| THE MICHAEL MARKS CHARITABLE TRUST | FY2025 | £10k | |
| OLD POSSUM'S PRACTICAL TRUST | FY2025 | £10k | |
| Friends of the Nations' Libraries | FY2024 | £6k | Collection of manuscripts relating to Peter Crosthwaite’s Museum |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 02/11/2023 | £89k | "'Serve the Future Hour': the Wordsworth Trust's resilience plan" |
| The National Lottery Heritage Fund | 19/01/2016 | £5.1m | "'Reimagining Wordsworth': the Wordsworth Trust masterplan" |
| Northern Rock Foundation | 08/12/2008 | £150k | Grant awarded to The Wordsworth Trust (Cumbria) |
| Northern Rock Foundation | 13/12/2005 | £150k | Grant awarded to The Wordsworth Trust (Cumbria) |
| The National Lottery Heritage Fund | 14/09/2004 | £566k | "Acquisition of Collection of books" |
| The National Lottery Heritage Fund | 28/05/2003 | £1.6m | "Wordsworth Trust Development Fund" |
| Northern Rock Foundation | 13/05/2003 | £53k | Grant awarded to The Wordsworth Trust (Cumbria) |
| The National Lottery Heritage Fund | 31/03/2003 | £30k | "Acquisition of the Greta Hall Collection" |
| Northern Rock Foundation | 11/12/2001 | £20k | Grant awarded to The Wordsworth Trust (Cumbria) |
| The National Lottery Heritage Fund | 19/09/2001 | £675k | "Wordsworth Trust Collections Centre" |
| The National Lottery Heritage Fund | 26/05/2000 | £90k | "Ecclesiastical Sketches, Wordsworth manuscript" |
| The National Lottery Heritage Fund | 13/11/1996 | £20k | "Centre for British Romanticism" |
| South Lakeland District Council | — | £30k | Strategic Cultural Partnerships |
| South Lakeland District Council | — | £30k | Strategic Cultural Partnership |
| South Lakeland District Council | — | £42k | Capital Grant |
| South Lakeland District Council | — | £30k | Strategic Cultural Partnerships |
| South Lakeland District Council | — | £30k | Strategic Cultural Partnerships |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE MASTER CHARITABLE TRUST | 1 | £275k |
| THE ELIZABETH CAYZER CHARITABLE TRUST | 1 | £95k |
| THE ADRIAN SWIRE CHARITABLE TRUST | 1 | £74k |
| THE EARL FITZWILLIAM CHARITABLE TRUST | 1 | £53k |
| THE LORD FARINGDON CHARITABLE TRUST | 1 | £25k |
| THE DERBYSHIRE ENVIRONMENTAL TRUST LIMITED | 1 | £21k |
| THE PILGRIM TRUST | 1 | £10k |
| The Goldsmiths' Foundation | 1 | £5k |
Charities like this
- THE GREGYNOG TRUST
- BRANTWOOD (JOHN RUSKIN MEMORIAL TRUST)
- THE NOSTELL TRUST
- HAREWOOD HOUSE TRUST LIMITED
- NORTH CRAVEN BUILDING PRESERVATION TRUST
- THE DUNCAN WORDSWORTH FOUNDATION
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE WORDSWORTH TRUST | £2.2m | £60,001 - £70,000 | — | unclear | — | no doubt |
| THE GREGYNOG TRUST | £1.1m | £60,001 - £70,000 | 1 | unclear | — | noted |
| BRANTWOOD (JOHN RUSKIN MEMORIAL TRUST) | £832k | — | 0 | unclear | — | no doubt |
| THE NOSTELL TRUST | £156k | — | 0 | unclear | — | no doubt |
| HAREWOOD HOUSE TRUST LIMITED | £6.0m | — | — | below | — | noted |
| NORTH CRAVEN BUILDING PRESERVATION TRUST | £1.1m | — | 0 | unclear | — | no doubt |