HARTLEBURY CASTLE PRESERVATION TRUST

Registered charity 1127871 · accounts filings on the Charity Commission register

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.

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: HARTLEBURY CASTLE, WORCESTERSHIRE

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

Causes: General Charitable Purposes · Education/training · Arts/culture/heritage/science · Amateur Sport · Environment/conservation/heritage · Economic/community Development/employment · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity held unrestricted reserves of £225,501 at the year end, an increase from a deficit in the prior year, supported by significant grant income from the National Lottery Heritage Fund and The Sandys Trust. The trustees report that they are committed to growing unrestricted funds to ensure stability, noting that increased reserves are required to meet future needs. The charity holds substantial net assets of £4.73 million, largely comprised of heritage assets, with cash reserves of £150,309.

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

What the accounts disclose

Accounts audited by Ormerod Rutter Limited. Discloses 4 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
• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures
• Volunteer management

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

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

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

Reported reserves equal ~6.3 months of spending — above the median for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (86% 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: 2.7% of total income — below the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

• Richard Amphlettchair
• Douglas Harold Smith
• PETER BRUCE GRAHAM STICKLAND
• Paul West
• ROBERT GREENWOOD
• Richard John Earl Mr
• Richard John Venner · trustee of 1 other charity
• Stuart Kim Munday Mr
• Susan Jane Finch

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

Operates in: Worcestershire

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

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 SNODHILL CASTLE PRESERVATION TRUST.

• SNODHILL CASTLE PRESERVATION TRUST income £110k
• HAREWOOD HOUSE TRUST LIMITED income £6.0m
• ARUNDEL CASTLE TRUSTEES LIMITED income £5.7m
• CASTLE PARK TRUST income £164k
• PEMBROKE CASTLE TRUST income £1.5m
• WHITTINGTON CASTLE PRESERVATION TRUST income £223k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.