Finance Score: -2

Governance Score: 1

Support Score: 8

Multiple Deficits: -2
No PartB

No volunteer policy: -2
Only 4 Trustees: -1
Good trustee age range: +3
Gender balanced board: +3
Multiple returns filed late: -2

Overall weighted support: +8

Overall GiG Score: 7

CASTLE BROMWICH HALL AND GARDENS TRUST

Mission:

An inclusive, welcoming & sustainable heritage garden for the benefit of everyone

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
Why are there only 4 trustees?
Returns have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

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

Comment by the Charity:
The Trust is undergoing a comprehensive Governance refresh and will be looking for more and new trustees to help move us forward to greater long term sustainability. We are growing and diversifying our income streams and making a greater impact with both local and regional users and visitors. Our volunteer policy is internally shared. Our annual accounts are avaialble on Companies House website

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
31/12/23		£280	£343	£-63	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22		£254	£337	£-82	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21		£365	£364	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	*	£313	£230	£83	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19	*	£188	£188	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18		£155	£195	£-40	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17	*	£350	£153	£198	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£166	£150	£17	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15		£129	£134	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14		£124	£138	£-13	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13		£140	£137	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12	*	£122	£125	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11		£119	£116	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10		£134	£165	£-31	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09	*	£136	£159	£-23	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08		£156	£148	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07		£134	£138	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06		£117	£110	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£150	£94	£56	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04	*	£112	£151	£-39	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 39 years

http://castlebromwichhallgardens.org.uk/

cbhallgardens@gmail.com

0121 749 4100

Charity Commission for England and Wales

Tweets

How you can help

What it does

Preservation of a Historic Garden

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Solihull,

Who it helps

Children/Young People
People With Disabilities
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	£166,800
National Lottery Heritage Fund	£59,400
The Foyle Foundation	£30,000
National Lottery Community Fund	£9,900

Specific Donations

Amount	When Months	To be used for
The Foyle Foundation - Arts
£30,000	28/04/2023	towards core costs to maintain a stable base for the growth of the artistic and public facing programmes
DCMS - CRF21 Castle Bromwich Hall and Gardens Trust
£47,200	08/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - The 'Music Room' at Castle Bromwich Hall and Gardens, Birmingham
£21,825	20/01/2021	The Music Room: The scale of damage internally and externally arising from stolen flashings, failed fibreglass gutter and slipped tiles is clearly evident and repairs are urgently required to prevent further damage.
DCMS - The 'Music Room' at Castle Bromwich Hall and Gardens, Birmingham
£7,275	20/01/2021	The Music Room: The scale of damage internally and externally arising from stolen flashings, failed fibreglass gutter and slipped tiles is clearly evident and repairs are urgently required to prevent further damage.
DCMS - CRF20:Castle Bromwich Hall and Gardens Trust
£90,500	14/10/2020	Culture Recovery Fund for Heritage 2020-21
National Lottery Heritage Fund - Grant to Castle Bromwich Hall and Gardens Trust
£59,400	24/06/2020	COVID19: Castle Bromwich Hall and Gardens Trust
National Lottery Community Fund - Celebrating 35 years of volunteering
£9,900	02/03/2020 7	The funding will be used to run a series of celebratory events for past and current volunteers. The project aims to bring people together to build relationships and encourage new volunteers.
National Lottery Heritage Fund - Grant to Castle Bromwich Hall and Gardens Trust
£70,100	13/03/2019	Delivering Sustainability Through Earned Income
Garfield Weston Foundation - Main Grants award
£20,000	12/12/2017	Core support for sustainability
National Lottery Heritage Fund - Grant to Castle Bromwich Hall and Gardens Trust
£51,200	29/02/2016	Building sustainable marketing and fundraising practices to help maintain and share these glorious Grade II* gardens

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 29-84

BETHAN COLLERTON Appointed: 2024, Occupation: Horticulturalist

GEORGE EDWARD RICHARDS, Occupation: Retired

HELEN CATHERINE JOHNSON Appointed: 2019, Occupation: Museum Development Officer

SEBASTIAN WALTER LOVELL-HUCKLE Appointed: 2024, Occupation: Marketing Manager

Legal constitution

Charitable company registered in England & Wales on 22/10/1985, number: 516855
Registered at Companies House on 04/09/1985, number: 01944650

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Paying staff
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

Filing Record

20 returns made; AR20: 6 days late, AR19: 13 days late, AR17: 5 days late, AR12: 6 days late, AR09: 3 days late, AR04: 14 days late,

Main office

CASTLE BROMWICH HALL GARDENS
CHESTER ROAD
BIRMINGHAM
B369BT

Objectives

(A) TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE PERMANENT PRESERVATION AND RESTORATION OF THAT PART OF THE GARDENS ADJOINING CASTLE BROMWICH HALL IN THE COUNTY OF WEST MIDLANDS WHICH WERE CONVEYED TO THE TRUST BY A CONVEYANCE DATED 31 DECEMBER 1986 BETWEEN THE RIGHT HONOURABLE RICHARD THOMAS ORLANDO (SEVENTH) EARL OF BRADFORD THE RIGHT HONOURABLE JOANNE ELIZABETH COUNTESS OF BRADFORD AND DAVID JAMES CHALLENGER WESTON.(B) TO ACQUIRE OTHER LAND ADJOINING THE GARDENS REFERRED TO IN PARAGRAPH (A) ABOVE WHICH AT ONE TIME FORMED PART OF THE CASTLE BROMWICH HALL ESTATE IN THE COUNTY OF WEST MIDLANDS INCLUDING CASTLE BROMWICH HALL, ITS GARDENS AND THE PARKLAND ADJOINING, ALL SUCH LAND BEING SHOWN FOR THE PURPOSE OF IDENTIFICATION EDGED RED ON THE ATTACHED PLAN.(C) TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE PERMANENT PRESERVATION, RESTORATION OR IMPROVEMENT OF ALL LAND ACQUIRED BY THE TRUST UNDER PARAGRAPH (B) ABOVE

Defined Area of Benefit:

CASTLE BROMWICH, WEST MIDLANDS

Data Sources

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