LOWTHER CASTLE AND GARDENS TRUST

Registered charity 1125075 · accounts filings on the Charity Commission register

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.

Area of benefit: LOCAL

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

Causes: Education/training · Arts/culture/heritage/science · Environment/conservation/heritage · website · Get email alerts

Latest income
£72k
Latest spending
£4k
Registered
2008
Accounts read
FY2025

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.

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

What the accounts disclose

Fundraising cost ratio: 127187.0% of fundraised income, as disclosed
“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
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: The charity has a sub-lease arrangement with Lowther Castle Limited (LCL), a related non-charitable company of Lowther Estate Trust, which manages the day-to-day running of the project.
“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
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). 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.

Property (HM Land Registry)

1 registered title 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.

Public profiles (found on the charity’s own website): facebook · instagram

Trustees · trustee networks

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

Operates in: Cumbria

Income and spending

Financial year endIncomeSpending
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.