Finance Score: -3

Governance Score: -3

Support Score: 8

Volatile income: -3
No PartB

No volunteer policy: -2
No conflicts policy: -1

Large volunteers +5
Gov Income
Grant maker support: +3

Overall GiG Score: 2

BERKHAMSTED CASTLE TRUST

Berkhamsted Castle Trust provides education about, promotes and maintains, Berkhamsted Castle, Hertfordshire. It fosters use and enjoyment of the Castle by the public, and undertakes historical research or archaeological investigation into the Castle and people or events of historical significance connected to it.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received Government grants
There have been no income shortfalls in recent years

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy

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

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
31/12/22	£6	£0	£5	n/a	n/a	n/a	n/a	n/a	45
31/12/21	£7	£5	£2	n/a	n/a	n/a	n/a	n/a	45
31/12/20	£7	£7	£0	n/a	n/a	n/a	n/a	n/a	40
31/12/19	£24	£22	£2	n/a	n/a	n/a	n/a	n/a	50
31/12/18	£51	£1	£50	£0	£0	£0	n/a	0	44

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 6 years

www.berkhamstedcastle.org.uk

enquiries@berkhamstedcastle.org.uk

07834163065

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Hertfordshire,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

Unknown number of employees
45 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

BARRY MICHAEL - KNOWN AS BILL WILLETT Appointed: 2017

LOUISE GARROD Appointed: 2018

PROFESSOR JONATHAN MORRIS Appointed: 2019

RICHARD CHARLES THOMPSON Appointed: 2018

SARAH LUNDELL CARADEC Appointed: 2018

ADRIAN ANTONY BARHAM (Chair) Appointed: 2017, Other trusteeships: BERKHAMSTED LOCAL HISTORY AND MUSEUM SOCIETY, DACORUM HERITAGE TRUST LTD,

MR KEN WALLIS Appointed: 2017, Other trusteeship: BERKHAMSTED ARTS TRUST,

PETER BRIAN MATTHEWS Appointed: 2019, Other trusteeship: THE FRIENDS OF ST PETER'S GREAT BERKHAMSTED,

RICHARD JAMES NORTH Appointed: 2022, Other trusteeships: CHARITY OF DR SMOULT, BERKHAMSTED LOCAL HISTORY AND MUSEUM SOCIETY,

SUSAN CAROL GRACE JOHNSON Appointed: 2018, Other trusteeships: SALTER EDUCATIONAL FOUNDATION, GRAHAM GREENE BIRTHPLACE TRUST,

DR JAMES MAXWELL GUTHRIE MOIR FIPM Appointed: 2019, Occupation: Historic Buildings Consultant, Other trusteeships: THE BUCKINGHAMSHIRE HISTORIC BUILDINGS TRUST, BERKHAMSTED LOCAL HISTORY AND MUSEUM SOCIETY,

Legal constitution

Charity registered in England & Wales on 14/12/2017, number: 1176286

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

5 returns made; all on time

Main office

Hilltop House
Gravel Path
Berkhamsted
HP4 2PJ

Objectives

THE OBJECT OF THE CIO IS THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC BY:(1) PROMOTING OR ASSISTING IN THE PROMOTION OF IMPROVEMENTS IN THE ORGANISATION AND PROVISION OF INFORMATION AND OTHER SERVICES AND FACILITIES FOR VISITORS BY THE HISTORIC BUILDINGS AND MONUMENTS COMMISSION FOR ENGLAND (ALSO KNOWN AS HISTORIC ENGLAND) AND THE ENGLISH HERITAGE TRUST (REGISTERED CHARITY NO: 1140351) OR THEIR SUCCESSORS IN RESPECT OF BERKHAMSTED MOTTE AND BAILEY CASTLE, HERTFORDSHIRE (A SCHEDULED ANCIENT MONUMENT, LIST ENTRY NUMBER: 1010756) (“THE CASTLE”) AND GENERALLY IN THE PRESERVATION AND UPKEEP OF THE CASTLE AND BY FOSTERING THE USE AND ENJOYMENT OF THE CASTLE BY THE PUBLIC;(2) CONDUCTING, FINANCING OR OTHERWISE COMMISSIONING HISTORICAL RESEARCH OR ARCHAEOLOGICAL INVESTIGATION INTO THE CASTLE (AND PEOPLE OR EVENTS OF HISTORICAL SIGNIFICANCE CONNECTED TO IT) AND MAKING PUBLIC THE RESULTS OF SUCH RESEARCH OR INVESTIGATION (BY MEANS OF PUBLICATIONS, EXHIBITIONS, LECTURES, MEETINGS, EVENTS, DISCUSSIONS, GUIDED VISITS OR OTHERWISE);(3) TAKING INTO OWNERSHIP OR USE IN ORDER TO FURTHER THE ABOVE OBJECT ANY LAND OR BUILDING FORMING PART OF, OR FORMERLY PART OF, THE CASTLE (WHETHER BY PURCHASE, LEASE, RECEIPT AS A GIFT OR OTHERWISE).

Data Sources