THE COWDRAY HERITAGE TRUST

Registered charity 1071069 · accounts filings on the Charity Commission register

The restoration and opening to the public of a Tudor mansion house in Midhurst West Sussex

Causes: Environment/conservation/heritage · Get email alerts

Latest income
£1.2m
Latest spending
£273k
Registered
1998
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a surplus of £880,818 for the year, resulting in accumulated unrestricted reserves of £885,918. The trustees indicate these reserves are being accumulated to fund emergency management, property maintenance, and the design of a project to reopen the ruins. The auditor confirmed that the going concern basis of accounting is appropriate with no material uncertainties identified.

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

What the accounts disclose

Reserves policy: sufficient annual reserves for the effective management of emergencies and the funding of annual property maintenance requirements (held: £886k)
“As part of creating a sustainable business plan the Trust aims to accumulate sufficient annual reserves for the effective management of emergencies and the funding of annual property maintenance requirements of Cowdray Ruins.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Note 22
“Included in unrestricted income for the year is £10,000 (2024: £0) received from The Viscount Cowdray, a trustee of the charity. Included in trade creditors at the balance sheet date is an amount of £12,945 (2024: £7,270) owed to the Cowdray Estate (Viscount Cowdray trading as Cowdray Estate), arising from various Trust expenses recharged at cost from the Estate.” — page 19
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Affinia. Discloses 4 of 6 completeness components.

Corporate structure

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

Official officers record.

Property (HM Land Registry)

2 registered titles in England and Wales held by the charity’s company or corporate body (0 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
£1.2m
Total spending
£273k
Cost of raising funds
£8k
Reserves (reported)
£886k
Employees
6

Reported reserves equal ~39.0 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (95% 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: 0.7% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

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

Operates in: West Sussex

Income and spending

Financial year endIncomeSpending
31/03/2025£1.2m£273k
31/03/2024£71k£97k
31/03/2023£112k£146k
31/03/2022£66k£85k
31/03/2021£81k£59k

Common questions

Is THE COWDRAY HERITAGE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a surplus of £880,818 for the year, resulting in accumulated unrestricted reserves of £885,918. The trustees indicate these reserves are being accumulated to fund emergency management, property maintenance, and the design of a project to reopen the ruins. The auditor confirmed that the going concern basis of accounting is appropriate with no material uncertainties identified. Its FY2025 accounts were audited by Affinia.

Who funds THE COWDRAY HERITAGE TRUST?

Funders whose own accounts filings name THE COWDRAY HERITAGE TRUST as a grant recipient include MIDHURST PENSIONS TRUST, BIRTHDAY HOUSE TRUST, ASSOCIATION OF INDEPENDENT MUSEUMS.

Known funders

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

FunderYearAmountPurpose (as stated by the funder)
MIDHURST PENSIONS TRUSTFY2025£990kAny other charitable purposes
BIRTHDAY HOUSE TRUSTFY2025£50kPrevention or relief of poverty
ASSOCIATION OF INDEPENDENT MUSEUMSFY2025£10AIM National Conference Bursaries

Government & lottery funding

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

FunderDateAmountPurpose
The National Lottery Heritage Fund05/02/2020£45k"Planning for the Future of Cowdray Ruins"
The National Lottery Heritage Fund11/03/2010£50k"Education Officer, Cowdray Heritage Trust"
The National Lottery Heritage Fund23/09/1999£2.8m"Cowdray & Midhurst Heritage Project"

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 MIDHURST PENSIONS TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE COWDRAY HERITAGE TRUST£1.2m—0unclear—no doubt
MIDHURST PENSIONS TRUST FY2025£121k—0unclear—no doubt
PEARSONS AND ST ELIZABETHS COTTAGE HOMES FY2025£511k—0unclear—no doubt
MID SUSSEX DISTRICT SCOUTS FY2025£133k—0above—no doubt
THE SUSSEX HISTORIC CHURCHES TRUST FY2025£123k—0unclear—no doubt
THE STOWE HOUSE PRESERVATION TRUST FY2025£515k—0above—no doubt

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