HARTLEBURY CASTLE PRESERVATION TRUST

Charity Number: 1127871
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Trust has been formed with the aim of acquiring Hartlebury Castle from its current owners, the Church Commissioners as the property is no longer required and they wish to dispose of it. We intend to acquire the property and grounds for the use and enjoyment of the community, and to allow the nationally important Hurd Library to remain intact and located within the Castle.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £294,156
Total expenditure: £378,911

People

9 Trustee(s)

144 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • Education/training
  • Arts/culture/heritage/science
  • Amateur Sport
  • Environment/conservation/heritage
  • Economic/community Development/employment
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Worcestershire

Governance

Registration history:
  • 04 February 2009: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
06779241 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Conflicting interests
  • Internal risk management policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Richard Amphlett Chair 14 February 2023
None on record
Lois Maguire-Cox Trustee 12 December 2023
None on record
PETER BRUCE GRAHAM STICKLAND Trustee 14 February 2023
None on record
Douglas Harold Smith Trustee 14 February 2023
None on record
Stuart Kim Munday Mr Trustee 30 March 2020
None on record
Richard John Earl Mr Trustee 30 March 2020
None on record
Paul West Trustee 13 February 2018
None on record
Jane Finch Trustee 18 November 2017
None on record
ROBERT GREENWOOD Trustee 30 June 2013
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £280.95k £382.11k £381.37k £204.76k £294.16k
Total expenditure £290.07k £342.03k £403.84k £293.66k £378.91k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £162.98k £18.82k £275.00k £1.09k N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 24 January 2025 On Time
Accounts and TAR 31 March 2024 24 January 2025 On Time Download Open in new window
Annual return 31 March 2023 31 October 2023 On Time
Accounts and TAR 31 March 2023 31 October 2023 On Time Download Open in new window
Annual return 31 March 2022 19 December 2022 On Time
Accounts and TAR 31 March 2022 19 December 2022 On Time Download Open in new window
Annual return 31 March 2021 22 December 2021 On Time
Accounts and TAR 31 March 2021 22 December 2021 On Time Download Open in new window
Annual return 31 March 2020 04 January 2021 On Time
Accounts and TAR 31 March 2020 04 January 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 23 DECEMBER 2008, AS AMENDED BY SPECIAL RESOLUTION DATED 4 FEBRUARY 2009

Charitable objects

1. TO PROMOTE THE EDUCATION OF THE PUBLIC BY PRESERVING, FOR THE BENEFIT OF THE PEOPLE OF WORCESTERSHIRE AND OF THE NATION, HARTLEBURY CASTLE, ITS ARCHITECTURAL HERITAGE, GARDENS, GROUNDS, PARKLAND AND HISTORIC CONTENTS, INCLUDING THE HURD LIBRARY; AND 2. TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE LOCAL HISTORY AND ARCHITECTURE OF WORCESTERSHIRE AND THE SURROUNDING AREAS. ("THE OBJECTS")

Area of benefit

The area the charity can operate in, as set out in its governing document.

HARTLEBURY CASTLE, WORCESTERSHIRE

Contact information

Address:
Hartlebury Castle
KIDDERMINSTER
DY11 7XZ
Phone:
01299250797
Email:
director@hartleburycastle.com
Website:

www.hartleburycastle.com Open in new window