MIDDLETON HALL TRUST
Environment/Conservation/Heritage
Objects
exclusively charitable object of restoring and maintaining Middleton Hall, Warwickshire, and its grounds, for the benefit of the public as a building of special and historic interest and as a centre for study for public education including studies and skills in the conservation and restoration of buildings and land and its natural resources.
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.
What the accounts disclose
“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
“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.”
“The only investment held by the Trust is its 100% shareholding in Middleton Hall Trading Limited.”
Policies the charity declares
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2024)
Trustees
- Colin Matthew Carter
- Emily Peat
- Ian Wallis
- Paul Raymond Anderson
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £258k | £276k |
| 31/03/2024 | £531k | £461k |
| 31/03/2023 | £206k | £239k |
| 31/03/2022 | £247k | £237k |
| 31/03/2021 | £312k | £236k |
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.
Who funds MIDDLETON HALL TRUST?
Funders whose own accounts filings name MIDDLETON HALL TRUST as a grant recipient include THE EDWARD CADBURY CHARITABLE TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE EDWARD CADBURY CHARITABLE TRUST | FY2025 | £2k | Community Projects and Integration |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 29/06/2020 | £60k | "COVID19: Middleton Hall Trust" |
| The National Lottery Heritage Fund | 15/01/2019 | £136k | "Middleton Hall: Master Plan" |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| DEBMAR BENEVOLENT TRUST LIMITED | 1 | £314k |
| BEIS MENACHEM CHABAD LUBAVITCH | 1 | £183k |
| FOUNTAIN OF CHESSED LIMITED | 1 | £67k |
| YESHIVAS LUBAVITCH MANCHESTER | 1 | £20k |
| HAROFEH DONATIONS LIMITED | 1 | £16k |
| THE ALBERT GUBAY CHARITABLE FOUNDATION | 1 | £12k |
| DUCHY OF LANCASTER BENEVOLENT FUND | 1 | £5k |
Charities like this
- YAD VEACHISOMOCH L'CHAIM
- KOLLEL LEV EPHRAIM
- THE MIDDLETON FOUNDATION
- BNJC
- BEIS HAMEDRASH SHAAREI TEFILLAH
- FAIZAN-E-MADINA MOSQUE COMMITTEE (TRUST)
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| MIDDLETON HALL TRUST | £258k | — | 0 | unclear | — | no doubt |
| YAD VEACHISOMOCH L'CHAIM | £834k | — | 0 | unclear | — | no doubt |
| KOLLEL LEV EPHRAIM | £141k | — | 0 | unclear | — | no doubt |
| THE MIDDLETON FOUNDATION | £145k | — | 0 | within | — | no doubt |
| BNJC | £4.1m | — | — | unclear | — | no doubt |
| BEIS HAMEDRASH SHAAREI TEFILLAH | £133k | — | 0 | above | — | no doubt |