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home >> charity search >> middleton hall trust
Finance Score: 0
Governance Score: 9
Support Score: 11
  • Strong growth: +2
  • Multiple Deficits: -2
  • No PartB
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Large volunteer base +3
  • Overall weighted support: +8
Overall GiG Score: 20 ?

MIDDLETON HALL TRUST

Environment/Conservation/Heritage
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • There has been strong growth in spending over the last 5 years, despite a decline more recently
  • A significant proportion of recent income was derived from major grant makers
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

Financial issues to consider:

  • On several occasions in recent years income has been less than spending
  • A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k		 Spending
£k		 Surplus/
Deficit £k		 Fundraising
Cost £k		 Total
Funds £k		 Unrestricted
Funds £k		 Mths
Rsrvs		 Staff Volun-
teers
31/03/23£206£239£-34n/an/an/an/an/an/a
31/03/22£247£237£11n/an/an/an/an/an/a
31/03/21£312£236£76n/an/an/an/an/an/a
31/03/20£229£262£-33n/an/an/an/an/an/a
31/03/19£204£156£48n/an/an/an/an/an/a
31/03/18£106£117£-11n/an/an/an/an/an/a
31/03/17£140£103£38n/an/an/an/an/an/a
31/03/16*£124£120£5n/an/an/an/an/an/a
31/03/15£107£144£-37n/an/an/an/an/an/a
31/03/14£94£145£-51n/an/an/an/an/an/a
31/03/13£85£120£-35n/an/an/an/an/an/a
31/03/12*£89£106£-17n/an/an/an/an/an/a
31/03/11*£143£129£14n/an/an/an/an/an/a
31/03/10£170£123£46n/an/an/an/an/an/a
31/03/09*£133£149£-15n/an/an/an/an/an/a
31/03/08£144£125£19n/an/an/an/an/an/a
31/03/07£111£110£1n/an/an/an/an/an/a
31/03/06£108£104£4n/an/an/an/an/an/a
31/03/05£67£132£-65n/an/an/an/an/an/a
Show more rows -->

Download accounts
Highest pay bracket: less than £60,000
Established: 21 years

www.middleton-hall.co.uk

enquiries@middleton-hall.co.uk

01827283095

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Environment/Conservation/Heritage
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Museums, parks, historical sites
How it operates
  • Provides buildings/facilities/open space
Where it operates
  • Birmingham City, Coventry City, Dudley, Sandwell, Solihull, Staffordshire, Walsall, Warwickshire, Wolverhampton,
Who it helps
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
DCMS£165,657
National Lottery Heritage Fund£59,700
Garfield Weston Foundation£30,000
Architectural Heritage Fund£22,734
The Pilgrim Trust£18,000
Specific Donations
Amount When
Months		 To be used for
The Pilgrim Trust - Grant to Middleton Hall Trust
£18,000 04/10/2023
Middleton Great Hall Roof Repair - (Urgent repair work to the historic roof structure to prevent further water ingress)
Garfield Weston Foundation - Main Grants award
£30,000 24/04/2023
Great Hall Roof Repair - Middleton Hall
DCMS - Middleton Hall, Tamworth
£12,965 01/04/2022
The repair and reconstruction of the flat roofs adjacent to the Great Hall hipped roof and adjoining lengths of eaves guttering.
DCMS - CRF21: Middleton Hall Trust
£45,200 08/03/2021
Culture Recovery Fund for Heritage 2020-21
Architectural Heritage Fund - Grant to Middleton Hall Trust
£22,734 08/12/2020
Middleton Hall & Gardens
DCMS - Tudor Barn at Middleton Hall, Middleton
£16,792 27/10/2020
Emergency work to stabilise and repair stone chimney stack
DCMS - CRF20: Middleton Hall Trust
£90,700 14/10/2020
Culture Recovery Fund for Heritage 2020-21
National Lottery Heritage Fund - Grant to Middleton Hall Trust
£59,700 03/07/2020
COVID19: Middleton Hall Trust
National Lottery Heritage Fund - Grant to Middleton Hall Trust
£135,500 15/01/2019
Middleton Hall: Master Plan
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)
Current Trustees appointed
Gender Split

Age Range of Trustees: 28-77
  • AMY EVANS Appointed: 2024, Occupation: Project Coordinator
  • CHRISTOPHER WATSON Appointed: 2022, Occupation: Retired
  • GARETH ROBERTS Appointed: 2023, Occupation: Retired
  • PATRICIA COLLINS Appointed: 2017, Occupation: Retired
  • PAUL RAYMOND ANDERSON Appointed: 2022, Occupation: Chartered Quantity Surveyor
Legal constitution
  • Charitable company registered in England & Wales on 22/12/2003, number: 1101315
  • Registered at Companies House on 16/06/2003, number: 04800047
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
19 returns made; AR16: 2 days late, AR12: 185 days late, AR11: 15 days late, AR09: 210 days late,
Main office

GLENYS DARTNELL
MIDDLETON
TAMWORTH
STAFFORDSHIRE
B78 2AE

Objectives

exclusively charitable object of restoring and maintaining Middleton Hall, Warwickshire, and its grounds, for the benefit of the public as a building of special and historic interest and as a centre for study for public education including studies and skills in the conservation and restoration of buildings and land and its natural resources.

Defined Area of Benefit:

MIDDLETON HALL WARWICKSHIRE AND ITS GROUNDS

Data Sources

Charity Commission for England and Wales
360 Giving

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