Finance Score: -5

Governance Score: 4

Support Score: 8

Accounts filed more than 5 days late: -2 times
Strong growth: +2
Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2
Good trustee age range: +3
Gender balanced board: +3

Grant maker 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:

There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management 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
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
Income has been volatile and on several occasions in recent years less than spending

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

Established: 39 years

http://castlebromwichhallgardens.org.uk/

cbhallgardens@gmail.com

0121 749 4100

Charity Commission for England and Wales

Tweets

How you can help

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		£254	£337	£-82	n/a	n/a	n/a	n/a	n/a	40
31/12/21		£365	£364	£1	n/a	n/a	n/a	n/a	n/a	60
31/12/20	*	£313	£230	£83	n/a	n/a	n/a	n/a	n/a	95
31/12/19	*	£188	£188	£0	n/a	n/a	n/a	n/a	n/a	125
31/12/18		£155	£195	£-40	£0	£0	£0	n/a	0	120
31/12/17	*	£350	£153	£198	£0	£0	£0	n/a	0	0
31/12/16		£166	£150	£17	£0	£0	£0	n/a	0	0
31/12/15		£129	£134	£-4	£0	£0	£0	n/a	0	0
31/12/14		£124	£138	£-13	£0	£0	£0	n/a	0	0
31/12/13		£140	£137	£3	£0	£0	£0	n/a	0	0
31/12/12	*	£122	£125	£-4	£0	£0	£0	n/a	0	0
31/12/11		£119	£116	£3	£0	£0	£0	n/a	0	0
31/12/10		£134	£165	£-31	£0	£0	£0	n/a	0	0
31/12/09	*	£136	£159	£-23	£0	£0	£0	n/a	0	0
31/12/08		£156	£148	£8	£0	£0	£0	n/a	0	0
31/12/07		£134	£138	£-5	£0	£0	£0	n/a	0	0
31/12/06		£117	£110	£7	£0	£0	£0	n/a	0	0
31/12/05		£150	£94	£56	£0	£0	£0	n/a	0	0
31/12/04	*	£112	£151	£-39	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

What it does

Preservation of a Historic Garden

Listed activities

Environment/Conservation/Heritage

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 works here?

Unknown number of employees
40 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.

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 ....more 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 ....more 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 (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 29-84

ALAN JAMES FEENEY Appointed: 2024, Occupation: Prison Employee

COUNCILLOR MARJORIE BRIDLE Appointed: 2022, Occupation: Retired/Local Authority Councillor

MARTIN HENRY MCCARTHY Appointed: 2021, Occupation: Councillor Solihull Mbc

COUNCILLOR DIANE DONALDSON Appointed: 2016, Occupation: Personal Assistant/Local Councillor

GEORGE EDWARD RICHARDS, Occupation: Retired, Other trusteeships: THE MARY BRIDGEMAN EDUCATIONAL FOUNDATION, MARY BRIDGEMAN NON-ECCLESIASTICAL CHARITY, MARY BRIDGEMAN ECCLESIASTICAL CHARITY,

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

THE EARL OF BRADFORD RICHARD THOMAS ORLANDO BRIDGEMAN, Other trusteeships: THE UNITED NON-ECCLESIASTICAL CHARITIES, THE MARY BRIDGEMAN EDUCATIONAL FOUNDATION, MARY BRIDGEMAN NON-ECCLESIASTICAL CHARITY, MARY BRIDGEMAN ECCLESIASTICAL CHARITY,

COUNCILLOR PAULINE SYLVIA ALLEN, Occupation: Sewing Machinist, Other trusteeships: THE MARY BRIDGEMAN EDUCATIONAL FOUNDATION, MARY BRIDGEMAN NON-ECCLESIASTICAL CHARITY, MARY BRIDGEMAN ECCLESIASTICAL CHARITY,

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
Paying staff
Safeguarding vulnerable beneficiaries

Filing Record

19 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