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

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£-82n/an/an/an/an/a40
31/12/21£365£364£1n/an/an/an/an/a60
31/12/20*£313£230£83n/an/an/an/an/a95
31/12/19*£188£188£0n/an/an/an/an/a125
31/12/18£155£195£-40£0£0£0n/a0120
31/12/17*£350£153£198£0£0£0n/a00
31/12/16£166£150£17£0£0£0n/a00
31/12/15£129£134£-4£0£0£0n/a00
31/12/14£124£138£-13£0£0£0n/a00
31/12/13£140£137£3£0£0£0n/a00
31/12/12*£122£125£-4£0£0£0n/a00
31/12/11£119£116£3£0£0£0n/a00
31/12/10£134£165£-31£0£0£0n/a00
31/12/09*£136£159£-23£0£0£0n/a00
31/12/08£156£148£8£0£0£0n/a00
31/12/07£134£138£-5£0£0£0n/a00
31/12/06£117£110£7£0£0£0n/a00
31/12/05£150£94£56£0£0£0n/a00
31/12/04*£112£151£-39£0£0£0n/a00

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 WalesCompanies HouseFacebookInstagramX
UN SDGs
?
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'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
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
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
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)
Current Trustees appointed
Gender Split

Age Range of Trustees: 29-84
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

Charity Commission for England and Wales
360 Giving
CharityBase

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great