BERKHAMSTED CASTLE TRUST
Berkhamsted Castle Trust provides education about, promotes and maintains, Berkhamsted Castle, Hertfordshire. It fosters use and enjoyment of the Castle by the public, and undertakes historical research or archaeological investigation into the Castle and people or events of historical significance connected to it.
Objects
THE OBJECT OF THE CIO IS THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC BY:(1) PROMOTING OR ASSISTING IN THE PROMOTION OF IMPROVEMENTS IN THE ORGANISATION AND PROVISION OF INFORMATION AND OTHER SERVICES AND FACILITIES FOR VISITORS BY THE HISTORIC BUILDINGS AND MONUMENTS COMMISSION FOR ENGLAND (ALSO KNOWN AS HISTORIC ENGLAND) AND THE ENGLISH HERITAGE TRUST (REGISTERED CHARITY NO: 1140351) OR THEIR SUCCESSORS IN RESPECT OF BERKHAMSTED MOTTE AND BAILEY CASTLE, HERTFORDSHIRE (A SCHEDULED ANCIENT MONUMENT, LIST ENTRY NUMBER: 1010756) (“THE CASTLE”) AND GENERALLY IN THE PRESERVATION AND UPKEEP OF THE CASTLE AND BY FOSTERING THE USE AND ENJOYMENT OF THE CASTLE BY THE PUBLIC;(2) CONDUCTING, FINANCING OR OTHERWISE COMMISSIONING HISTORICAL RESEARCH OR ARCHAEOLOGICAL INVESTIGATION INTO THE CASTLE (AND PEOPLE OR EVENTS OF HISTORICAL SIGNIFICANCE CONNECTED TO IT) AND MAKING PUBLIC THE RESULTS OF SUCH RESEARCH OR INVESTIGATION (BY MEANS OF PUBLICATIONS, EXHIBITIONS, LECTURES, MEETINGS, EVENTS, DISCUSSIONS, GUIDED VISITS OR OTHERWISE);(3) TAKING INTO OWNERSHIP OR USE IN ORDER TO FURTHER THE ABOVE OBJECT ANY LAND OR BUILDING FORMING PART OF, OR FORMERLY PART OF, THE CASTLE (WHETHER BY PURCHASE, LEASE, RECEIPT AS A GIFT OR OTHERWISE).
Financial health, per its FY2025 accounts
The accounts state that the charity maintains a liquid balance of funds with no illiquid investments, and unrestricted reserves cover day-to-day activities. The trustees report no significant financial risks to continued operations and confirm the accounts are prepared on a going concern basis.
What the accounts disclose
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity 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
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/12/2025
- Volunteers: 50
Self-declared on the annual return for the financial year ending 31/12/2024
- Volunteers: 45
- Government income: £26,000 — grants £26,000 (1); 77% of the £33,838 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/12/2023
- Volunteers: 45
Property (HM Land Registry)
Trustees
- Adrian Antony Barhamchair
- Dr James Maxwell Guthrie Moir FIPM
- MR KEN WALLIS
- PAUL JESS CROSLAND BSC MRICS
- Peter Brian Matthews
- Professor Jonathan Morris
- Richard James North
- Wendy Jane Conian
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £69k | £2k |
| 31/12/2024 | £34k | £44k |
| 31/12/2023 | £11k | £1k |
| 31/12/2022 | £6k | £490 |
| 31/12/2021 | £7k | £5k |
Common questions
Is BERKHAMSTED CASTLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity maintains a liquid balance of funds with no illiquid investments, and unrestricted reserves cover day-to-day activities. The trustees report no significant financial risks to continued operations and confirm the accounts are prepared on a going concern basis. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| PETER STORMONTH DARLING CHARITABLE TRUST | 1 | £15k |
| THE JOYCE FLETCHER CHARITABLE TRUST | 1 | £5k |
Charities like this
- PENGERSICK HISTORIC & EDUCATION TRUST
- FARNHAM CASTLE
- ARUNDEL CASTLE TRUSTEES LIMITED
- GRIMSTHORPE AND DRUMMOND CASTLE TRUST LIMITED
- PEMBROKE CASTLE TRUST
- THE BECKFORD TOWER TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| BERKHAMSTED CASTLE TRUST | £69k | — | 0 | unclear | — | no doubt |
| PENGERSICK HISTORIC & EDUCATION TRUST | £108k | — | 0 | unclear | — | no doubt |
| FARNHAM CASTLE | £32k | — | 0 | above | — | no doubt |
| ARUNDEL CASTLE TRUSTEES LIMITED | £5.9m | £100,001 - £110,000 | — | unclear | — | no doubt |
| GRIMSTHORPE AND DRUMMOND CASTLE TRUST LIMITED | £4.3m | £80,001 - £90,000 | — | unclear | — | no doubt |
| PEMBROKE CASTLE TRUST | £1.5m | — | 0 | above | — | no doubt |