Finance Score: 5

Governance Score: -2

Support Score: 10

Future income +5
No PartB

No volunteer policy: -2

Large volunteers +5
Overall weighted support: +5

Overall GiG Score: 13

HOPWOOD FOUNDATION FOR HERITAGE, ARTS, EDUCATION & INSPIRATION

For the public benefit, the preservation and conservation of Hopwood Hall Estate and to advance education and engagement of the public by supporting it as an international arts, cultural and heritage destination for individual visitors, group events, and school gatherings.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
The charity has received backing from a grant maker and there are significant future grants due to be received

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

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income	Spending	Surplus/ Deficit	Volun- teers
31/03/23	*	£10,648	£6,183	£4,465
31/03/22		£6,605	£15,369	£-8,764

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 4 years

office@hopwoodhallestate.co.uk

01516003000

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
General Charitable Purposes

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information

Where it operates

Bury, Manchester City, Oldham, Rochdale, Salford City, Stockport, Tameside, Trafford,

Who it helps

The General Public/Mankind

Who supports 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 HOPWOOD FOUNDATION FOR HERITAGE, ARTS, EDUCATION & INSPIRATION
£249,930	02/11/2023	Hopwood Hall Estate: The Next Level of Community Engagement
Forever Manchester - Hopwood Hall Estate Volunteer Garden Project
£1,000	26/08/2021	Gardening equipment for maintenance of Hall.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

CHARLES HOWARD GREENALL Appointed: 2022

DESMOND GUY STYLES Appointed: 2021

HOPWOOD DEPREE XIV (Chair) Appointed: 2020

LADY ALEXANDRA TOLLEMACHE Appointed: 2021

Legal constitution

Charity registered in England & Wales on 14/12/2020, number: 1192774

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

2 returns made; AR23: 12 days late,

Main office

HOPWOOD HALL ESTATE
C/O BRABNERS LLP
HORTON HOUSE
EXCHANGE FLAGS
LIVERPOOL
L2 3YL

Objectives

THE OBJECTS OF THE CIO ARE, FOR THE PUBLIC BENEFIT:-1.1 THE PRESERVATION AND CONSERVATION OF HOPWOOD HALL ESTATE AND TO PROMOTE, MAINTAIN, IMPROVE, DEVELOP AND ADVANCE EDUCATION AND ENGAGEMENT OF THE PUBLIC BY SUPPORTING:A. THE PROVISION AND MAINTENANCE OF FACILITIES AS AN INTERNATIONAL ARTS, CULTURAL AND HERITAGE DESTINATION FOR INDIVIDUAL VISITORS, GROUP EVENTS, AND SCHOOL GATHERINGS.B. THE EDUCATION AND TRAINING OF PEOPLE IN ORDER THAT THEY MAY FURTHER THE HISTORIC AND AESTHETIC EDUCATION OF VISITORS TO HOPWOOD HALL ESTATE.C. THE CONTRIBUTIONS TOWARDS THE CONSERVATION AND PRESERVATION OF THE STRUCTURE, CONTENTS AND GROUNDS OF HOPWOOD HALL ESTATE. 1.2 ANY OTHER EXCLUSIVELY CHARITABLE PURPOSE OR PURPOSES (ACCORDING TO THE LAW IN ENGLAND AND WALES) WHICH THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION DETERMINE FROM TIME TO TIME.