MIDDLETON HALL TRUST
Registered charity 1101315 · accounts filings on the Charity Commission register
Environment/Conservation/Heritage
Causes: The Advancement Of Health Or Saving Of Lives · Arts/culture/heritage/science · Environment/conservation/heritage · website · Get email alerts
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net expenditure of £17,724 for the year, largely driven by restricted grants and major roof repair costs, while unrestricted income improved to £234,028. Total reserves stood at £206,322, with £164,828 in free reserves, which the trustees confirm meets their policy of covering three to six months of operational costs. The trustees have a reasonable expectation 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
Reserves policy: three to six months operational costs (held: £165k)
“The trustees have established a policy whereby the unrestricted funds not committed or invested in fixed assets, which are the free reserves of the charity, should cover between three and six months operational costs. A minimum of fifty thousand pounds has been deemed necessary for this purpose.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Rents receivable includes £12,432 from subsidiary company Middleton Hall Trading Limited and there are normal trading balances of £67 due from subsidiary company Middleton Hall Trading Limited.
“In addition rents receivable includes £12,432 (last year £9,411) from subsidiary company Middleton Hall Trading Limited and there are normal trading balances of £67 due from subsidiary company Middleton Hall Trading Limited.”
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: Middleton Hall Trading Limited
“The only investment held by the Trust is its 100% shareholding in Middleton Hall Trading Limited.”
Per its FY2025 accounts as filed with the Charity Commission.
Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.
Property (HM Land Registry)
1 registered title in England and Wales held by the charity’s company or corporate body (0 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.
Structured financials (annual return, FY ending 31/03/2024)
Reported reserves equal ~3.5 months of spending — below the median for charities its size (median 7.0 months; benchmarks).
- Colin Matthew Carter
- Debra Amos
- Emily Peat
- Ian Wallis
- Paul Raymond Anderson
Trustee list from the Charity Commission register (current, not historical).
Operates in: Birmingham City · Coventry City · Dudley · Sandwell · Solihull · Staffordshire · Walsall · Warwickshire · Wolverhampton
Income and spending
Common questions
Is MIDDLETON HALL TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net expenditure of £17,724 for the year, largely driven by restricted grants and major roof repair costs, while unrestricted income improved to £234,028. Total reserves stood at £206,322, with £164,828 in free reserves, which the trustees confirm meets their policy of covering three to six months of operational costs. The trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. Its FY2025 accounts were independently examined.
Government & lottery funding
Grants to this charity published as open data by government and lottery funders (360Giving).
Funders of similar charities
Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.
Charities like this
Semantically similar by activities and financial character, from our analysed corpus. Compare with YAD VEACHISOMOCH L'CHAIM.
Side by side with its peers
Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.