BERKHAMSTED CASTLE TRUST

Charity number: 1176286
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Berkhamsted Castle Trust provides education about, promotes and maintains, Berkhamsted Castle, Hertfordshire. It fosters use and enjoyment of the Castle by the public, and undertakes historical research or archaeological investigation into the Castle and people or events of historical significance connected to it.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £10,955
Total expenditure: £1,069

People

10 Trustee(s)

45 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

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

What, who, how, where

What the charity does:
  • Education/training
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Hertfordshire

Governance

Registration history:
  • 14 December 2017: CIO registration
Organisation type:
CIO
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Adrian Antony Barham Chair 14 December 2017
BERKHAMSTED LOCAL HISTORY AND MUSEUM SOCIETY
Received: On time
DACORUM HERITAGE TRUST LTD
Received: On time
BERKHAMSTED LOCAL HISTORY AND MUSEUM SOCIETY
Recently registered
Wendy Jane Conian Trustee 08 April 2025
None on record
PAUL JESS CROSLAND BSC MRICS Trustee 12 November 2024
THE FRIENDS OF ST PETER'S GREAT BERKHAMSTED
Received: On time
Richard James North Trustee 13 September 2022
CHARITY OF DR SMOULT
Received: On time
BERKHAMSTED LOCAL HISTORY AND MUSEUM SOCIETY
Received: On time
THE BEDFORDSHIRE AND HERTFORDSHIRE HISTORIC CHURCHES TRUST
Received: On time
BERKHAMSTED LOCAL HISTORY AND MUSEUM SOCIETY
Recently registered
Peter Brian Matthews Trustee 04 March 2019
THE FRIENDS OF ST PETER'S GREAT BERKHAMSTED
Received: On time
Dr James Maxwell Guthrie Moir FIPM Trustee 10 February 2019
BERKHAMSTED LOCAL HISTORY AND MUSEUM SOCIETY
Recently registered
BERKHAMSTED LOCAL HISTORY AND MUSEUM SOCIETY
Received: On time
Professor Jonathan Morris Trustee 12 January 2019
None on record
Sarah Lundell Caradec Trustee 12 November 2018
None on record
BARRY MICHAEL - KNOWN AS BILL WILLETT Trustee 14 December 2017
None on record
MR KEN WALLIS Trustee 14 December 2017
BERKHAMSTED ARTS TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £23.92k £7.30k £7.11k £5.72k £10.96k
Total expenditure £21.61k £6.95k £4.76k £490 £1.07k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £982 N/A N/A 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 December 2023 17 October 2024 On Time
Accounts and TAR 31 December 2023 17 October 2024 On Time Download Open in new window
Annual return 31 December 2022 19 September 2023 On Time
Accounts and TAR 31 December 2022 19 September 2023 On Time Download Open in new window
Annual return 31 December 2021 19 October 2022 On Time
Accounts and TAR 31 December 2021 19 October 2022 On Time Download Open in new window
Annual return 31 December 2020 27 October 2021 On Time
Accounts and TAR 31 December 2020 27 October 2021 On Time Download Open in new window
Annual return 31 December 2019 21 October 2020 On Time
Accounts and TAR 31 December 2019 21 October 2020 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.

CIO - FOUNDATION Registered 14 Dec 2017

Charitable objects

THE OBJECT OF THE CIO IS THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC BY: (1) PROMOTING OR ASSISTING IN THE PROMOTION OF IMPROVEMENTS IN THE ORGANISATION AND PROVISION OF INFORMATION AND OTHER SERVICES AND FACILITIES FOR VISITORS BY THE HISTORIC BUILDINGS AND MONUMENTS COMMISSION FOR ENGLAND (ALSO KNOWN AS HISTORIC ENGLAND) AND THE ENGLISH HERITAGE TRUST (REGISTERED CHARITY NO: 1140351) OR THEIR SUCCESSORS IN RESPECT OF BERKHAMSTED MOTTE AND BAILEY CASTLE, HERTFORDSHIRE (A SCHEDULED ANCIENT MONUMENT, LIST ENTRY NUMBER: 1010756) (“THE CASTLE”) AND GENERALLY IN THE PRESERVATION AND UPKEEP OF THE CASTLE AND BY FOSTERING THE USE AND ENJOYMENT OF THE CASTLE BY THE PUBLIC; (2) CONDUCTING, FINANCING OR OTHERWISE COMMISSIONING HISTORICAL RESEARCH OR ARCHAEOLOGICAL INVESTIGATION INTO THE CASTLE (AND PEOPLE OR EVENTS OF HISTORICAL SIGNIFICANCE CONNECTED TO IT) AND MAKING PUBLIC THE RESULTS OF SUCH RESEARCH OR INVESTIGATION (BY MEANS OF PUBLICATIONS, EXHIBITIONS, LECTURES, MEETINGS, EVENTS, DISCUSSIONS, GUIDED VISITS OR OTHERWISE); (3) TAKING INTO OWNERSHIP OR USE IN ORDER TO FURTHER THE ABOVE OBJECT ANY LAND OR BUILDING FORMING PART OF, OR FORMERLY PART OF, THE CASTLE (WHETHER BY PURCHASE, LEASE, RECEIPT AS A GIFT OR OTHERWISE).

Contact information

Address:
Hilltop House
Gravel Path
Berkhamsted
HP4 2PJ
Phone:
07834163065
Email:
enquiries@berkhamstedcastle.org.uk
Website:

www.berkhamstedcastle.org.uk Open in new window