THE STOWE HOUSE PRESERVATION TRUST
The restoration and preservation of Stowe House in Buckinghamshire for the benefit of the public and the nation.
Objects
a. to protect and preserve for the benefit of the public and of the nation Stowe House and its historic collections in the county of Buckingham; and b. operating and maintaining the Stowe House museum for the benefit of the public.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £19,934,485, with a designated maintenance reserve of £325,000 and a general unrestricted fund of £638,180. The trustees consider £1.4 million to be a sufficient level of general unrestricted funds for the continued operation of the charity, supported by a Historic Building Condition Report. The net expenditure for the year was £223,838, driven by a reduction in donations and grants received.
What the accounts disclose
“Trustees consider £1.4 million to be a sufficient level of general unrestricted funds for the continued operation of the charity” — page 8
“SSL recharged costs to SHPT totalling £146,360 (2024: £128,845), with a net balance of £12,378 owing at 31 March 2025”
“SHEL has trading transactions with SEL amounting to sales of £117,647 (2024: £100,780) and purchases of £172 (2024: £628)”
“SSL recharged costs to SHPT totalling £146,360 (2024: £128,845), with a net balance of £12,378 owing at 31 March 2025”
“SHEL has trading transactions with SEL amounting to sales of £117,647 (2024: £100,780) and purchases of £172 (2024: £628)”
“SSL recharged costs to SHPT totalling £146,360 (2024: £128,845), with a net balance of £12,378 owing at 31 March 2025”
“SHEL has trading transactions with SEL amounting to sales of £117,647 (2024: £100,780) and purchases of £172 (2024: £628)”
“SSL recharged costs to SHPT totalling £146,360 (2024: £128,845), with a net balance of £12,378 owing at 31 March 2025”
“SHEL has trading transactions with SEL amounting to sales of £117,647 (2024: £100,780) and purchases of £172 (2024: £628)”
“The charity has a wholly owned subsidiary, Stowe House Enterprises Ltd (SHEL)” — page 20
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 57
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 59
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 52
- Has a trading subsidiary
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- ANDREW W M FANE MA FCA OBEchair
- Haydn Cole
- JEFFREY HAWORTH
- JOHN R C ARKWRIGHT
- James Percy Miller D.L.
- Jonathan Yarker
- MR ROB MORLEY
- Mark Herrod
- SIMON CHARLES CREEDY SMITH BA ACA
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £515k | £739k |
| 31/03/2024 | £710k | £770k |
| 31/03/2023 | £1.2m | £617k |
| 31/03/2022 | £656k | £649k |
| 31/03/2021 | £1.0m | £639k |
Common questions
Is THE STOWE HOUSE PRESERVATION TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £19,934,485, with a designated maintenance reserve of £325,000 and a general unrestricted fund of £638,180. The trustees consider £1.4 million to be a sufficient level of general unrestricted funds for the continued operation of the charity, supported by a Historic Building Condition Report. The net expenditure for the year was £223,838, driven by a reduction in donations and grants received. Its FY2025 accounts were audited by Saffery LLP.
Who funds THE STOWE HOUSE PRESERVATION TRUST?
Funders whose own accounts filings name THE STOWE HOUSE PRESERVATION TRUST as a grant recipient include THE BAND TRUST, THE LINBURY TRUST, SCHRODER CHARITY TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE BAND TRUST | FY2023 | £300k | Educational |
| THE LINBURY TRUST | FY2022 | £125k | Towards the conservation and restoration of the State Dining Room, Temple Room and Servery at Stowe House. Final payment of a £250,000 grant. |
| THE BAND TRUST | FY2022 | £25k | Specific grantee |
| SCHRODER CHARITY TRUST | FY2022 | £4k | |
| THE BAND TRUST | FY2024 | Unverified read£2k | Educational |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 30/11/2011 | £861k | "Enlightenment for All" |
| The National Lottery Heritage Fund | 15/09/2004 | £485k | "Marble Saloon Restoration" |
| The National Lottery Heritage Fund | 30/01/2002 | £5.5m | "Stowe House Preservation Plan - Phase II" |
| The National Lottery Heritage Fund | 10/09/1998 | £4.9m | "Stowe House Preservation Plan Phase 1" |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE PILGRIM TRUST | 2 | £40k |
| WILLIAM ADLINGTON CADBURY CHARITABLE TRUST | 1 | £20k |
| THE LEN PICK TRUST | 1 | £8k |
| THE EDWARD CADBURY CHARITABLE TRUST | 1 | £5k |
| THE SAINTBURY TRUST | 1 | £4k |
| THE GRIMMITT TRUST | 1 | £3k |
Charities like this
- STROUD PRESERVATION TRUST LIMITED
- STUART HOUSE TRUST
- BURY ST EDMUNDS TOWN TRUST
- MOTHECOMBE PRESERVATION TRUST
- BIRMINGHAM CONSERVATION TRUST
- THE BURTON CONSTABLE FOUNDATION
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE STOWE HOUSE PRESERVATION TRUST | £515k | — | 0 | above | — | no doubt |
| STROUD PRESERVATION TRUST LIMITED | £36k | — | 0 | above | — | no doubt |
| STUART HOUSE TRUST | £36k | — | 0 | unclear | — | no doubt |
| BURY ST EDMUNDS TOWN TRUST | £33k | — | 0 | unclear | — | no doubt |
| MOTHECOMBE PRESERVATION TRUST | £159k | — | 0 | above | — | no doubt |
| BIRMINGHAM CONSERVATION TRUST | £337k | — | 0 | unclear | — | no doubt |