THE CAISTER CASTLE TRUST

Registered charity 1067178 · accounts filings on the Charity Commission register

The activities of the charity are for the advancement of education including the exhibiting of motor vehicles to the general public.

Objects

THE ADVANCEMENT OF EDUCATION BY THE FOLLOWING:[A] THE PRESERVATION OF CAISTER CASTLE FOR THE PUBLIC BENEFIT.[B] THE EXHIBITION TO THE PUBLIC AND THE PRESERVATION OF HISTORIC VEHICLES AND MOTORING ITEMS.[C] BY ACQUIRING PRESERVING AND EXHIBITING TO THE PUBLIC LAND AND CHATTELS OF HISTORIC AND SCIENTIFIC INTEREST.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · Environment/conservation/heritage · Get email alerts

Latest income

£909k

Latest spending

£779k

Registered

1998

Accounts read

FY2024

Financial health, per its FY2024 accounts

The accounts state that total income decreased to £909,452 while total expenditure increased to £778,763, resulting in a net increase in funds of £473,255 driven largely by investment gains. The charity maintains unrestricted funds of £30,786,202, with free reserves of £699,594, which the trustees consider sufficient to cover at least twelve months of operating costs. The auditor confirmed that the charity is a going concern with no material uncertainties identified.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: twelve months of the Charity’s operating costs (held: £700k)

“The Trustees aim to retain sufficient free reserves to cover at least twelve months of the Charity’s operating costs.” — page 5

Per its FY2024 accounts as filed with the Charity Commission.

Payments to trustees: Three trustees received remuneration from companies in which the charity has a participating interest: PJSR Hill (£23,077), TR Hill (£14,587), MDR Randall (£14,587). Total £52,251.

“Three of the trustees are also directors of certain companies in which the charity has a non-controlling participating interest. During the year these trustees received remuneration totalling £52,251 (2023: £21,414) from these companies as permitted by the relevant company's Articles of Association. Remuneration was received in their capacity as directors of those companies and not as trustees of the charity.” — page 19

Per its FY2024 accounts as filed with the Charity Commission.

Related-party transaction: Trustees received remuneration from subsidiary/associated companies

“Three of the trustees are also directors of certain companies in which the charity has a non-controlling participating interest. During the year these trustees received remuneration totalling £52,251 (2023: £21,414) from these companies as permitted by the relevant company's Articles of Association. Remuneration was received in their capacity as directors of those companies and not as trustees of the charity.” — page 19

“During the year, the charity bought services from Caister Castle Limited totalling £256,123 (2023 £146,199).” — page 26

Per its FY2024 accounts as filed with the Charity Commission.

Related-party transaction: Charity bought services from Caister Castle Limited

“Three of the trustees are also directors of certain companies in which the charity has a non-controlling participating interest. During the year these trustees received remuneration totalling £52,251 (2023: £21,414) from these companies as permitted by the relevant company's Articles of Association. Remuneration was received in their capacity as directors of those companies and not as trustees of the charity.” — page 19

“During the year, the charity bought services from Caister Castle Limited totalling £256,123 (2023 £146,199).” — page 26

Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Newby Castleman LLP. Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Bullying and harassment policy and procedures
Complaints policy and procedures
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
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Structured financials (annual return, FY ending 31/12/2024)

Total income

£909k

Total spending

£779k

Cost of raising funds

£232k

Reserves (reported)

£700k

Employees

Reported reserves equal ~10.8 months of spending — above the median for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Investments (49% 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: 25.5% of total income — in the top quarter for charities its size (median 4.9%) (benchmarks).

Trustees · trustee networks

PETER JOHN SHERWIN ROWLAND HILLchair
MARGARET DIANA ROWLAND RANDALL
PETER WOOD
THOMAS ROWLAND HILL · trustee of 1 other charity

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

Operates in: Norfolk

Income and spending

Financial year end	Income	Spending
31/12/2024	£909k	£779k
31/12/2023	£1.5m	£670k
31/12/2022	£712k	£624k
31/12/2021	£661k	£591k
31/12/2020	£846k	£557k

Common questions

Is THE CAISTER CASTLE TRUST financially healthy?

Per its FY2024 accounts: The accounts state that total income decreased to £909,452 while total expenditure increased to £778,763, resulting in a net increase in funds of £473,255 driven largely by investment gains. The charity maintains unrestricted funds of £30,786,202, with free reserves of £699,594, which the trustees consider sufficient to cover at least twelve months of operating costs. The auditor confirmed that the charity is a going concern with no material uncertainties identified. Its FY2024 accounts were audited by Newby Castleman LLP.

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.

Funder	Similar charities funded	Amount to them
THE FOOTBALL FOUNDATION	1	£1.6m
THE BRITISH DIABETIC ASSOCIATION	1	£1.2m
BRITISH HEART FOUNDATION	1	£600k
Arthritis UK	1	£316k
THE NUFFIELD FOUNDATION	1	£246k
BEIS MENACHEM CHABAD LUBAVITCH	1	£183k
Vivensa Foundation	1	£114k
THE HEALTH FOUNDATION	1	£100k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with YAD VEACHISOMOCH L'CHAIM.

YAD VEACHISOMOCH L'CHAIM income £834k
THE CASCIA TRUST income £312k
ACADEMY OF MEDICAL SCIENCES income £23.0m
PEMBROKE CASTLE TRUST income £1.5m
THE I S A CHARITY income £1.2m
ASTON VILLA FOUNDATION income £2.9m

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
THE CAISTER CASTLE TRUST	£909k	—	0	unclear	—	no doubt
YAD VEACHISOMOCH L'CHAIM FY2025	£834k	—	0	unclear	—	no doubt
THE CASCIA TRUST FY2024	£312k	—	0	unclear	—	no doubt
ACADEMY OF MEDICAL SCIENCES FY2026	£23.0m	£110,001 - £120,000	22	above	—	no doubt
PEMBROKE CASTLE TRUST FY2025	£1.5m	—	0	above	—	no doubt
THE I S A CHARITY FY2025	£1.2m	—	0	unclear	—	no doubt

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