The Longleat Charitable Trust
TRUSTEII S, REI PORT AND UNAUDITED
FINANCIAL.STATIMf,NTS
FC)R THE PIRIOD ENI)ED
31 MARCH 2U24
Chcll'ity Flcgistei'¢d No: 1057715

The Longleat Chai'itable Ti-ust
CON-fEN'rs
Page
Ti'LlStees' Repoi'l
Indepeiidenl Exic In inei. s Report
Statement of financial activities
Sl£11einent ot" caslifloilis
BalL1nce Slieet
AcLOLiiiling Pol icies
Notes lo tlie Fiiitincial Statemenls
P¢iyL)

The Loiigleat Chai'itable Ti"ust
TRUSTEES. REPORT
The ti-iistees piEsenl Ilieir IEport and financial stateineiits for ilie ￿l'lod ended 31 Mai-cli 2024.
I'lie fiii<iliC ial slaleineii15 lic1ve been i)IEP¢l1'ed in aLCOI-d¢1nce ii'iili Ilie 11CCOlllltiiiu policies sel oiil 011 Pc?ge 7
(incl coiiipl)i ivitli tlie cliarily's goveriiiiig docliineiil. <1pplicable laiii and 11)e I'eqiiiremLnls of tlie Slaleiiieiil or
Recoiiiineiicle(I Pi'<1Llice, "Accoiiiiling aiid Rei)orliiig l)), Cliarities"
Sli"iictiii'e? goi'ei'nii lice nil ll4q%eilleiit
Tlie Li)iig) leiil Cliai-ilable Ti-lisl ii'c1S eslc?blished b), ti'iisi deed on 15 Aiigiiisl 1996 and is Irgistei-ed iii Eii&yland
ancl Wclle.8 iiiidei. cliai'iiy llLiinbei' 1057715. Tlie pi-ii)Lipal dddi'ess is Tlie Cslale orriLe. Loiig?ILal, Wai'iii iiislei-,
Willsliii'e. BA12 7NW
Tlie Ii'LlStees who sei'ved dLlI'ing the yeai. Ni'ere:
"rhe Most Honoiii'able Ceaiyliii Tliyiin
Aii(Ii'eii, LoLk¥%'ood
Jai)el Liicy Gibson
Tlie poiiier of cippoinling neiv or additional Ii'lislees is vested in the SLirviving 01. contiiiiiiiig Ii'iistees foi. tlie
liii)L' l)eiiig (exLlti(liiib clll)I I'elii'iiigp Ii'ii.slee) cliid if and ivlieiiever Ilie nLiiiibei' ol. Ii'iistees is less Ili<1n Ilii'ce Ilieii
oiic oi. Inoi'e neil, ti'iislees is clppoiiiled to briiib) tlie iiiiinber of ti'iistees lip lo ai least tliree.
Tliei'e aiE no staff einployed by 11)e cliarily and Inanageineiil is iiiidei'laLen b), Ilie Ti'Lislees.
()Ipjectii'c% iin(l activities
Tlie cliai'ity s ol)jecls a￿ .
Ilie I'e l ief of i)overty oi. iiifirinit), by Ilie pi'ovisioii of finc111Lial assi51cinLe to Iliose ivlio I'e iii iiccd oi.
ii'e SLI l-lei'iiigr Ii<ll'i18hip Iliid iii P<l1'1iLLil<l1' 1110se livi11￿7 iii ilie i)ei&liboiii-l)ood ot. Ilie Lonbleiil Lsl£ile c)ii(I
ils111-opei.lie5 ill Clieddar oi. elseiYlieiT:
tl)e cldvanLeinent of ediicaiion ol" tlie gei)eral piiblic in and the proinolioii of
Ilie cll'ls: and
mallei's ol. liisloric airhitectiiral aestl)eli¢ or scienti fic inleiEsI; aiid
SLicli olliei. cli<ll'ilable PLlI'poses 1( 5 Ilie Ii'lislees Inciy fi'oin tiiiie lo liiiie decide.
Tlie Ii'ii%tees Ii<ive considei'ed the L?Iiidance froi)) Ilie Cl)ai'it)' Coininission rebariling piibl ic beiiefil, and al'e
Scilisfied Ilicll Ilie aclivilies tindei'laken diii'ing Ilie year fiilly Ineel Iliese IEqiiiIEinents.
ALliicvements hnd i>ei'f()i'inrfiiice
I li the I'espoiise lo Ilie plight of Aniie the eleplianl. Ihe cliarily. iii conjiinclioii M'itli tlie Diii l), Miiil, laiiiiLlied
cl piil)l IL cippeyc l jii ?0 I I lo rc1ise fiinds for tlie consei'villioii of Aniie and lo assisi Ilie biii Iding of an elepliaiil
S£lllLliic11')' lo lioiisc Anne ic lid (]iiy olliei- I'esciied elepl)anls.
The coiisli'LlCtion and til oiit ot" the sancliiary is noiv complete and Anne resides liere.
In ecll'ly ?O•O in response to tlie dev1( Station Cc111sed by the biishfires in ALlStralia. the chai'ity laLinched ils
Aiisli'c li<1 s Siift"Ll'ilib> Wildlife C(iM￿li￿111 lo lielp fiiiid the rescLie and I'ehabililcilioii ofaiiiinals a17ecled by tlie
bL15hfiiES. A JLisIGiving page was ciei11ed and fiinds have tren Irceived since tlien ii'itli don1( lions lo Ilie
calises.
Finnneial Rei'ieiv
A d0111c lioii ot- Lfj68.0?6 ivas Irceived froin the Lon¥leal Enterprises Einployinent Beiiefil Ti'iist. Sinallei-
doiii1tions NveiE ieceive(I diiriiigy the )iear from tlie JLlSt Givin¥ campaigyn as mentioned above, and donations
fi-oin individlliils. A doncltion Iroin the chai-ily m.as paid to Horiiiiigshain Vil lage School.
Puge 2

Tlie Longleat Chai'itable Ti'ust
TRUS"I"EES' REPORJ.
P141ns foi. fiiliire pei'iods
'riie Ii'iistees iiiteiid lo conliniie to t"olloiv tlie existing objeclives and ievieii, poteiilial caiises to donate lo as
,11id ivl)¢n tliey ai'ise.
Ti'iistees, J'espoiisibilities
"I'lie Ii'iislees at'e I'espoiisible for pirparing the Ti'Lislees Repoit and the financial stateinents iii accoi-daiice
'itli cll)pI iCi1ble Iclll. ciiid I'e&iLilc)lioiis.
Tlie laiv applicable lo charilies in England aiid Wale5 reqiiiies lh¢ triistees lo pi'epai'e clCCOLinls loi. eaLII
Iiii<illL11£ l yeai. in accoi'il<iiice ii'iili United KinL7doin Geiiei'ally Accepiecl Accoliiiling Prc1clice (ljiiiled
K iiig(loin Accoiinlin&y Slandai'd.s aiid applicable Irgjiilalioiis). Uiidei- Ilial laiv Il)e Ii'iislees IM iisl iiol ap)pi-ove
Ilie accoiiiils iiiiless Iliej. cll'e satisf led tlic1t tliey giive cl Iriie iiiid lic ii. vieii, of Ilie stale ol. I117aii's ol" Ilie cliai'it),
¢ l)d of Ilie incoiiiiiigj Irsoiii'Les and clpplication of reSOLlI'ces ol. Ilie chcl1'11)' foi. Iliic i yeai..
Iii pi'epai'iiigy Iliese finaiicial slaleinenls. the Ii'LlStees are iyqiiii'ed to:
select SLiil<1ble acLoiiiilinb policies aiid ilieii apply ihein consisleiilly.
oIIsL'rve Ilie nietliod% aii(I pi'iiiciples in ihe Cliai'ilies SORP.
niake.jiidgTeinenls aiid eslimales Il)at air Itasonable and priidei)I,
< l)i)I icic ble accoiiiiliiig? slandai-ds l)ave ken folloived, siibjecl lo any Inalei'ial
dei)IirtLiies disclose(l ¢iiid expl<iined iii the accoiinls: Iiiid
Pl'LI)c11'L' Ilie fiiiclllLiIl1 $11( teii)eiils oli a bboiiiby Loiicerii basis iinless tlial basis is (leeined to l)e
'riie ti'ii.stee8 Ic I'e I'espoiisible foi. eiisiirinby Iliai pIDpei' accoLiiilingF I'LCOI'ds air kepi ii,liicli air Sil￿1¢1¢1]I lo 511011,
aiicl c.xi?Icllll Ilic clicll'ily, s Ii'<qiisactioiis aiid di%L105¢ 11.iili I'ecl%Ollcible c1LLill•Cy at cl11)' liine Ilie f Ilicll)Cl<il i)o%ilioii
ol. Ilie Llicll'ily cl11(l eii¢1ble ilieiii lo eiisiii'e Iliic I tlie fiii¢lllCicil slcil¢ineiils Loinply ii'ill) 11)e Cliill'ilie5 ALI ?0 I I
the Clicll'ilies (Accoiiiils ciiid Reports) Regiiilalions ?007 aiid 11)e provisioiis of tlie Iriisl deed. I'liey al'e also
I'espoiisililc foi- 5afegpiiarcliiiLI tl)e asseis ofthe Cl￿rI1)i and liei)ce t"oi' lakiii&i IEasoiiiible steps loi. Ilie PlEveiilioii
,Iiid cleleclioii ot fraLid and olliei. iiitgiilic rities.
Oli l)eli<?If- ol. tlie Ii'iislees
A Lockivood
29 JcinLiary 2025
P(IxLJ

The Longleat Chai"itable Ti'ust
INDEPLNDLNT EXAMINER'S RLPORI-_ TO THE TRUSTEES OF TI.IE LONGLEAT
CHARITABLE TRIJST
I I'eport to the Lharity Iriislees on n)y exaiii inalion of the financial slaleilienls ofihe Longleat Chai-illc ble Ti'LisI foi.
the pei-io(l elided i l Mairh ?0?4 Il'hicli compi'ise the slaleinent of financial activities, the balance %heel aiid Ilie
i-elated notes.
RespeLtiVL I'LSponsibilities of tlle ch&ll'it) s triistees aii(l inclepeiident e_i?& l)iiner
A.5 Ilie c111( I'll), s Ii'iislees yoii are I'esponsible for Ilie pi'eparalioii of tlie fiii¢iiicial slaleiiienls. Yoii Loiisiclei.
tli£il clll Eiiidil IS 1101 I'eLILliI'ed foi. this year Linder Section 144 of Ilie Cl)ai'ities Act 2011 (Ilie 201 l Act) aiid tlial
ali iiiclepeiidLnl eN1c111 iiialion is needed.
11 is Iny I'esponsil)ility lo examine the financial slateiiients iindei- seclioii 145 of tlie 2011 Acl. t"olloii' Ilie
pi'ocLIILlI'es laid (lo¥i'ii iii tlie gyenei?l Diirctioiis giveii b}, Ihe Cliai'il!, Coiiiinissioii Lindei. Seclioii 145(5) 01"
tlie 201 I ALI, tiiid lo slale th'lietliei. pai'liLLilai' Inattei's liave coine lo iiiy alleiilioii.
Siiice (lie cli<ll'ity's s)I'oss iIKoine exceeded £?50.000 your exaiminei. Iniist be a nieiiiber of a body lisle(l iii
section 145 ot. the 201 l Act. I confirin Iliai l ain qLialified io iiiideilake Ilie exaiiiiniilioii becaiisc l aiii a
Ineinliei. ol. Ilie InslilLlte ot" Cliarlered Accoliniaiiis in England aiid Wales. whicli is one ot" Ilie listed l)odies
Biisis of in(IL'pciidei)t eiiiijiinci s i'eporl
My L'XI111) Illc)Iioi) Il'ils Lai'i'ic(l oiil iii clCLOI-diince iiyitli tlie geiieiil Dii'eclions g7iven by tlie Cliiii'ily Coiiiiiiissioii.
Ali e,xaiiii111c Iloii illLI Lides 1¢ I'eviei%' ot. Ilie c1CCOLiiiliiiby iecoi'ds kept by Ilie cliai-ily and a coiiii)ai'isoii of Ilie
IiiiclllCic11 stcilLinLiils pi'eseiiled ii'iili Iliose I'ecoi'ds. li also incllides coiisidL'I'cqlioii ol" ai)y 111i11siial iteii)% oi.
di%LI()5Lllt iii Il)I I IiiEIiic 1<11 slaleinei)Is. aiid seeking explaiialioiis li'oin jioii as ti'iistees coiicei-iiiiig7 any SLILI)
Ini111LI'S. J'l)e pi'OLe(liiiYs iiiiderlakeii do iiol pi'ovide ¢111 Ilie cvideiice Ilial IllOLild be ieqiiiied iii ali aiiilil 1( 11(1
coiiseqiieiitly iio opiiiion is g)iven as to ivliether Ilie finaiicial slaleineiits PlEseiil a 'li'iie aiid tc)ii' vieii, 1¢ 11(1
Ilie iepoi't is liinite(I to those mtillers set OLIt ii) tlie staleineiil below.
lii(lepen(leiit eiiiiniiiL'i s stMteinen¢
li¢lVL Lolli IIILle(I Iny ex<llllillI11ioii. I confii'in Ihal no IM<ilei'ial Inatleis liave coiiie lo iiiy alleiitioii in
coniieLlion iviih Ilie exain inalion iiihicli Liives ine caiise to believe Ihal iii, any Inaterial ie%i)eLI'.
tlie c1LLOLinlinbi I'Lcoi'd5 11.ere iiol kepi in accordance ii'itli seclion 130 of Ilie Clic)I'ities Act: oi.
IIIL. ¢iLcoiinls (lill iiol clCCOI'd iyiili Ilie accoliiiliiig? records; oi.
Ilie c)CCOLiiIIs cl ill iiol coinply iyill) il)e cipplicclble reqiiii'eiiienls coiicei'i)iiig tlie foi'in aii(l Lonleiit of
CLOLiiils set OLII in Ilie Cli<11'ilies (Accoiints aiicl Reporls) Ilegiilic lioiis 2008 oiliei. Iliaii aiiy Irqiiir¢ineiii Ilicll
Ilie c?CCOLints gyive a 'ti'iie and fLllI' vieN%' wliicl) is i)ot 11)alter coiisidered as pai'l oran iiidepeiideiit
exaimiiiation.
Nei l Dc1vies
Sal'lery L LP
Sl Ciiilieriiie s Coiii-l.
Bei'kelej, Pl<lLe. Bi-istol
30 JclllLiaiy 2025
P(i¥c, 4

The Longleat Chai"itable Ti"ust
s"rA-I'EMfN'f c)F FINANCIAL ACTIVITIFS
FOR THE PERIOD ENDED JI MARC14 2024
Notes
Unrestricted Reslricted
fliiids
Fiiiids
Total
2024
Total
2023
Incomin
'esoiirces froiii
Reii11c I I iicoinc
Donations
enei'i)led fund.s
950
568,440
950
568,982
950
528
Iiilei'est I'eceived
60,267
60,267
Totlll iiieomiilg i'esoiii'ces
62(),657
542
630,199
1.478
Resoii ree8 c
eii(Ic(I
C lii)i'it411)IL' Illtii'iliL's
Doiialioiis
9,000
9,000
9000
Depi'eLi¢ilion of leaseliold iinproveinents
A(Iiiiiiiisli'cltiOll LOS15
21,Ci23
1,180
21,623
43,24CI
1,180
43.246
1.180
Tot>il Lli:) I'itnble eipeii(litiii"e
31,803
21,623
.53.426
CJ(Pl'L'I'nniicc costs
275
275
600
Ti)liil goirei'iiniice costs
275
600
Totiil i'esoiij'ces eipen(leil
32,078
21,898
.$3,Y76
Net iiioveinenl in fiiiids
597,579 {21,35C))
576,222
(52,-548)
F lind balaiice5 at l April 20?3
293.985
214?37
508.??2
560,770
Fiin(I 1)I1:Ince5 nt 31 m￿l'ch 2024
891,563
192.881 1,084,444
-508,?22

The Longleat Chai"itable Ti'ust
BALANCE SIIEE-I.
31 MARCF12024
N()le.¥
2024
ri iNecl rfissets
"I'c111&1 ible I Ixed assets
Inveslii)eiils
472,708
628,293
515.9SS
I,ioi,ooi
515,955
Ciii'i'eiil assets
Debli)1's
Casti at bank and in liand
12
17,442
?6,769
26,775
Ci'eilitoi's: Aiiiniiiits I'&illin2 diie ii'itliiD one yefii.
34,011
Net cli i'i'elit Assets
-16,557
-7.733
Iyel iisyets
1,084,444
508 ?2?
IIiL()IllL. tiiii(l.%
192,881
214,237
Ui)Itsti'icted I'iiiids
8I)1,563
293,985
1,084,444
508 ?22
Wc appi'ove the fin<illc i1( l $1111emenls t.or Ihe )recil' ended 31 M<?Irli ?0?4 11,hicli coimpi'ise tlie sli11eineiit of
liii<11icial clLlivilies, tlie biilc)IILe sliecl and Ilie I'elated iioles. We acknoiiiledg)e OLII. Irspoiisibilil), t"oi- Ilie%e
rinilllcicil slcilenieiils. iiiclLidiiig the appropriateiiess of Ilie accoiiiiliiiby Ikisis.
Tliese fincincial 51ic leinents ivere appi'oveil by ihe Ii-lislees 011 29 Janiiaiy 20?5 and iyere sigsned 011 Ilieii.
behalt" by
A Lock-lvood
TrLlStee
Pa&Jg 6

The Longleat Chai'itable Ti'ust
STATE￿[[NT OF CA%HFLOIVS
FOR"fHE PERIOD ENDED J l MARCH 2024
Nole.%
2024
2023
C:Isli floii's fi'oni operiiting ¥4Ctii'ities
Casli geneiate(I from opercilions
558,700
(8.643)
Iiii'estiiig actii'ities
Piii'Lhase of inveslinenls
(568,02C?)
C'linnge li) Cli sli fiiiil casli eqiiivlllents iii tlie i'epoi'liDg periijil
(9,326)
(8.()43)
C.a.sli ii 11(1 e:Isli eqii ivaleiits llt tlie l)egiiining of tlie I'epi)i"ting
PL'I'iO(I
26,761)
35,412
Ciisli &iiiil Lllsl) eqiiiirnlents at tlic en(1 of tlie i'epol'liiig period
17,442
?(),769
Pcige 7

The Longleat Chai'itable Ti"ust
ACCOUNTING POLICIES
BA15iS of pi'epiii'iition
Tlie fiiiilllc l<?1 slaleiiieiits liave been prepaird Linder ilie Iiistorical cosl convention aiid in accordaiice iiiitli
,11)pIici1bSe accoiinling staiidai-d5. tlie Stateinenl ot" Recoiniiiended Piaclice, 'AccoLlllting aiid Repoi'tiiigv l)),
Cliarities aiid Ilie Cliai'ilies Acl 2011.
Iiicoiiiiiig resoiii'ces
Iiicoine fi-oin donalions is ci'edited in the period in iyhich il is Irceivable.
Re%oii rees eipeii(le(I
Cli¢ll'ilcil)IL aclivilies iiicliide &yi'aiits payable ivliicli air payments Inade to tliii'd pai-lies iii fLlI'ilierance of tlie
c111( I'itcil)le oL)jects of tlie cliaril),.
(iovei'iiciiice costs Lonsisl ofcosls not dii'ecily 1( Ili'ibiil<l1)IL lo dii'ecl cliai'ilal)le expeiidiliii-e. bill are in I'e£i)ecl
ot Ilie uieiiei'al adiiiinisliilioii of Ilie cli¢lrily. overall Incl1111 &FeiMeiit of fiii)ds kiiid ii.'liicli ligive bL'en iiiciii'i'e(l iii
eoinpl)ii iigy iviil) tlie Llicll-ily's consliliilioiial aiid Irgiili11ory oblibi¢11ioiis.
Fiiiiils neloiiiiliiig
Cjeiiei'al fLinds <ll'e Lini'esli'iclecl fiiii(Is ii,liicli c11'e available for Lise al Ilie Iliscielioii of Ilie Ii'LlSlees iii
t"Iii'lliei-aiiLe of the &)eiieial objeclives ol" the cliarily and ii,liicl) liave not beeii desibiiialL(I loi. olliei. piii'poses.
Tiiiixible Fiie(l Assets
Taiigiible I Ixed ass¢ls al'e slated at cosl less acciiniiilaled depirciatioii.
Depi'ecialioii 18 pi'ovided so as lo iiirite off11)e cosl of tlie asset. less ils estiinaled residiial valLie, ovei- ils
IiIIIL11)¢11eil Lisel'iil life oli Ilie l()Ilo¥iiiiib) ￿7$1%.
Leaseliol(l iinpi'oveineiils- over 20 yeais
Pcige 8

The Longleat Cliai'itable Ti'ust
NO"I'LS"ro THE FINANCIAL STATEMEN"rs
roR THE PERIOD ENDING il MARCH 2024
Cli:ii'itable &ietiiiities
c)nts ivere Inade to ilie ivelfare nd educalion sectors diii'ingF Ilie
ye<11'.
Einployees iin(l Ti'iistee's Reinunerq& lion
There were no einployees diiring Ihe )iear.
None of tlie Ii'LlStees ieceived any ieiniineiilioii diii'inb) tlie yeai.. The I"I'iisl paid Evelyn
Pai'liiers, ali LLP of i%,liicli A Lockiwood is a partner. £550 foi. pi'ofessioiial accoiinlancji advice
and sei'vices diiriiib) Ilie yeai. (2023 £600).
TAiigible Fiie(l Assels
Leaseliold
Iinpi'oveineiits
Al l April 2023
Addili0115
864,994
Al 31 Mai'cli 2024
864,924
Dcpi'eciiition
Al l April ti023
CliargTe loi. Ihe year
348.969
43,246
At 31 M(Ircli 2024
391.215
Nct bo()Ii V&iliie
A5 ¢lt 31 Wlai'LI) 2023
515,95%
As al 31 MarLh 2024
472.708
The lea%ehold improveinenls represenl costs inciirred in Ilie
Lonsli'iiclion c)iid fil oiil of an clepli<iiil sancliiai'y.
511 geiier4)ted from oper1& tiDns
2024
2023
I ncome l Expenditliir in Ilie repoi'ting period
Depi'eciation
(Gains) I losses on inveslinenls
( Inci-ease) / decrease in debiors
Increase l (decrease) in creditors
576.992
(52,548)
43.246
(60.?67)
(6)
(496)
6)6
Net cash genei2led by opei-aling activilies
558,700
(8,643)
P(Ige 9