BERKELEY CASTLE CHARITABLE TRUST

Registered charity 1061062 · accounts filings on the Charity Commission register

900 year old Norman Castle and grounds open to the public and for educational purposes

Objects

1) THE MAINTENANCE, REPAIR AND PRESERVATION FOR THE BENEFIT OF THE PUBLIC OF THOSE PARTS OF BERKELEY CASTLE, BERKELEY, GLOUCESTERSHIRE WHICH ARE OPEN TO THE PUBLIC. 2) THE BENEFIT OF SUCH CHARITY OR CHARITIES OF FOR SUCH OTHER CHARITABLE PURPOSE OR CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION THINK FIT.

Area of benefit: BERKELEY CASTLE CASTLE, BERKELEY, GLOUCESTERSHIRE

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Environment/conservation/heritage · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the group reported a deficit of £195,387 for the year ended 31 March 2025, resulting in total unrestricted funds decreasing to £1,380,873. The trustees consider the level of unrestricted funds held to be suitable for covering management costs and unplanned repairs. The trustees confirm that the charity has adequate resources to continue in operational existence for the foreseeable future.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints 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
• Investment
• Risk management
• 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

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 31/03/2025)

Reported reserves equal ~4.5 months of spending — below the median for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Other trading activities (45% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.2% of total income — below the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

• Charles John Calcraft Wyldchair · trustee of 2 other charities
• HENRY JOHN MOWBRAY BERKELEY · trustee of 2 other charities
• Patrick Steven Downes · trustee of 1 other charity
• REGINALD PHILIP HEYWORTH · trustee of 2 other charities

Trustee list from the Charity Commission register (current, not historical).

Operates in: Gloucestershire

Income and spending

Common questions

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).