LOWTHER CASTLE AND GARDENS TRUST
Restoring and conserving Lowther Castle and gardens, promoting public access to this nationally significant building and offering access to high quality information about the site, covering history, conservation, economics and culture.
Objects
3.1.1 TO MANAGE, RESTORE AND PRESERVE FOR THE PUBLIC BENEFIT LOWTHER CASTLE IN CUMBRIA TOGETHER WITH ITS ANCILLARY BUILDINGS AND ITS GARDENS ARBORETA WOODLANDS AND PARK OR SUCH PART OR PARTS THEREOF AS SHALL FROM TIME TO TIME BE HELD BY THE CHARITY (WHICH PREMISES AS FROM TIME TO TIME HELD BY THE CHARITY ARE HEREINAFTER REFERRED TO AS "LOWTHER") AND TO PROMOTE FOR THE PUBLIC BENEFIT THE STUDY AND APPRECIATION OF LOWTHER AS A PLACE OF HISTORIC ARCHITECTURAL AND HORTICULTURAL INTEREST AND NATURAL BEAUTY;3.1.2 TO PRESERVE FOR THE PUBLIC BENEFIT SUCH PICTURES STATUES FURNITURE BOOKS SILVERWARE ARCHIVES AND OTHER CHATTELS BEING OF HISTORIC OR ARTISTIC INTEREST AS THE CHARITY CONSIDERS IT APPROPRIATE TO ACQUIRE (WHETHER ON LEASE OR LOAN OR BY WAY OF GIFT OR PURCHASE OR OTHERWISE) AND TO KEEP AT LOWTHER OR ELSEWHERE (ALL SUCH CHATTELS BEING HERINAFTER REFERRED TO AS "THE CHARITY'S CHATTELS") AND TO PROMOTE FOR THE PUBLIC BENEFIT THE STUDY AND APPRECIATION OF THE CHARITY'S CHATTELS AS FEATURES OF HISTORIC OR ARTISTIC INTEREST;3.1.3 TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE ARTS AND SCIENCES PARTICULARLY BY THE ESTABLISHMENT AND MAINTENANCE OF A MUSEUM OR GALLERY;3.1.4 TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE CONSERVATION, PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT OF LOWTHER;3.1.5 TO FACILITATE AND ENCOURAGE THE USE OCCUPATION AND ENJOYMENT OF THE WHOLE OR ANY PART OF LOWTHER AND THE CHARITY'S CHATTELS FOR SUCH OTHER EXCLUSIVELY CHARITABLE PURPOSES AS THE CHARITY FROM TIME TO TIME CONSIDERS APPROPRIATE.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a surplus of £68,550 for the year ended 31 May 2025, increasing its unrestricted reserves to £127,187. The trustees confirm that the financial statements are prepared on a going concern basis, with no material uncertainties identified regarding the charity's ability to continue operations. The majority of these reserves are intended for use within the next three years to support local archaeological exploration and the renovation of Lowther Church.
What the accounts disclose
“The Charity had a surplus for the year of £68,550 (2024 £6,996) and had reserves at the end of the year of £127,187 (2024 £58,637) all of which were unrestricted. Free reserves at the yearend were £127,187.” — page 5
“Oversee the ongoing Castle and Gardens restoration and development project through a 46 year sub-lease dated 11 March 2016 and other arrangements entered into with Lowther Castle Limited (“LCL"), a related non-charitable company of Lowther Estate Trust formed to manage the activities undertaken at the Castle and Gardens.” — page 5
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Engaging external speakers at charity events 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
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
Property (HM Land Registry)
Trustees
- Dr Bryan Gray CBE DLchair
- ANDREW JONATHAN SMITH
- Dr SOPHIE THERESE AMBLER
- Esme Charles Harlowe Lowe
- JOHN TURNER
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/05/2025 | £72k | £4k |
| 31/05/2024 | £8k | £1k |
| 31/05/2023 | £8k | £1k |
| 31/05/2022 | £7k | £2k |
| 31/05/2021 | £17k | £4k |
Common questions
Is LOWTHER CASTLE AND GARDENS TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a surplus of £68,550 for the year ended 31 May 2025, increasing its unrestricted reserves to £127,187. The trustees confirm that the financial statements are prepared on a going concern basis, with no material uncertainties identified regarding the charity's ability to continue operations. The majority of these reserves are intended for use within the next three years to support local archaeological exploration and the renovation of Lowther Church. Its FY2025 accounts were independently examined.