Finance Score: -5

Governance Score: 2

Support Score: 10

Volatile income & significant deficit in latest year: -5
No PartB

Dynamic board: +3
Mainly male board: -1

Large volunteers +3
Grant maker support: +7

Overall GiG Score: 7

HARTLEBURY CASTLE PRESERVATION TRUST

The Trust has been formed with the aim of acquiring Hartlebury Castle from its current owners, the Church Commissioners as the property is no longer required and they wish to dispose of it. We intend to acquire the property and grounds for the use and enjoyment of the community, and to allow the nationally important Hurd Library to remain intact and located within the Castle.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently and was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£205	£294	£-89	n/a	n/a	n/a	n/a	n/a	106
31/03/22		£381	£404	£-22	n/a	n/a	n/a	n/a	n/a	106
31/03/21		£382	£342	£40	n/a	n/a	n/a	n/a	n/a	150
31/03/20		£281	£290	£-9	n/a	n/a	n/a	n/a	n/a	150
31/03/19		£524	£431	£92	£3	£4,685	£104	2.9	8	150
31/03/18		£2,563	£369	£2,193	£14	£4,592	£25	0.8	3	0
31/03/17		£199	£369	£-171	£0	£0	£0	n/a	0	0
31/03/16?	*	£2,730	£187	£2,542	£16	£2,570	£53	3.4	0	0
31/12/14	*	£362	£421	£-59	£0	£0	£0	n/a	0	0
31/12/13		£114	£35	£79	£0	£0	£0	n/a	0	0
31/12/12		£16	£28	£-12	£0	£0	£0	n/a	0	0
31/12/11	*	£36	£29	£8	£0	£0	£0	n/a	0	0
31/12/10		£19	£10	£9	£0	£0	£0	n/a	0	0
31/12/09	*	£7	£1	£6	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 15 years

www.hartleburycastle.com

director@hartleburycastle.com

01299250797

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Worcestershire,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
106 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

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

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Hartlebury Castle Preservation Trust
£249,852	22/06/2023	Hartlebury Castle recovery and resilience
DCMS - CRF21 Hartlebury Castle Preservation Trust
£123,500	08/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - CRF21 Hartlebury Castle Preservation Trust
£61,200	08/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - CRF20: Hartlebury Castle Preservation Trust
£166,500	14/10/2020	Culture Recovery Fund for Heritage 2020-21
National Lottery Heritage Fund - Grant to Hartlebury Castle Preservation Trust
£99,500	15/01/2019	Hartlebury Castle: A Sustainable Future

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees:

DOUGLAS HAROLD SMITH Appointed: 2023, Occupation: Retired

RICHARD AMPHLETT (Chair) Appointed: 2023, Occupation: Company Director

RICHARD JOHN EARL MR Appointed: 2020

STEVEN LEE ELLIS MR Appointed: 2020

STUART KIM MUNDAY MR Appointed: 2020

JANE FINCH Appointed: 2017, Occupation: Educationalist

PAUL WEST Appointed: 2018, Occupation: Director

ROBERT GREENWOOD Appointed: 2013, Occupation: Retired

PETER BRUCE GRAHAM STICKLAND Appointed: 2023, Occupation: Business Consultant, Other trusteeship: THE PALACE TRUST,

Legal constitution

Charitable company registered in England & Wales on 04/02/2009, number: 1127871
Registered at Companies House on 23/12/2008, number: 06779241

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

14 returns made; AR16: 1 days late, AR14: 39 days late, AR11: 1 days late, AR09: 15 days late,

Main office

Hartlebury Castle
KIDDERMINSTER
DY11 7XZ

Objectives

1. TO PROMOTE THE EDUCATION OF THE PUBLIC BY PRESERVING, FOR THE BENEFIT OF THE PEOPLE OF WORCESTERSHIRE AND OF THE NATION, HARTLEBURY CASTLE, ITS ARCHITECTURAL HERITAGE, GARDENS, GROUNDS, PARKLAND AND HISTORIC CONTENTS, INCLUDING THE HURD LIBRARY; AND 2. TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE LOCAL HISTORY AND ARCHITECTURE OF WORCESTERSHIRE AND THE SURROUNDING AREAS. (THE OBJECTS)

Defined Area of Benefit:

HARTLEBURY CASTLE, WORCESTERSHIRE

Data Sources