HARTLEBURY CASTLE PRESERVATION TRUST
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.
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.
What the accounts disclose
“The charity's trading aspect sits within subsidiary, Hartlebury Castle Company Limited. At the year end it owed £11,163 to its subsidiary (2024: owed from the subsidiary £1,489). The subsidiary company made donations totalling £84,527 (2024: £58,449) to the charity in the year.” — page 26
“The charity's trading aspect sits within subsidiary, Hartlebury Castle Company Limited.” — page 26
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- Richard Amphlettchair
- Douglas Harold Smith
- PETER BRUCE GRAHAM STICKLAND
- Paul West
- ROBERT GREENWOOD
- Richard John Earl Mr
- Richard John Venner
- Stuart Kim Munday Mr
- Susan Jane Finch
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £612k | £399k |
| 31/03/2024 | £294k | £379k |
| 31/03/2023 | £205k | £294k |
| 31/03/2022 | £381k | £404k |
| 31/03/2021 | £382k | £342k |
Common questions
Is HARTLEBURY CASTLE PRESERVATION TRUST financially healthy?
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. Its FY2025 accounts were audited by Ormerod Rutter Limited.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 22/06/2023 | £250k | "Hartlebury Castle recovery and resilience" |
| The National Lottery Heritage Fund | 15/01/2019 | £100k | "Hartlebury Castle: A Sustainable Future" |
| The National Lottery Heritage Fund | 26/03/2013 | £5.4m | "Hartlebury" |