CASTLE BROMWICH HALL AND GARDENS TRUST
Preservation of a Historic Garden
Objects
(A) TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE PERMANENT PRESERVATION AND RESTORATION OF THAT PART OF THE GARDENS ADJOINING CASTLE BROMWICH HALL IN THE COUNTY OF WEST MIDLANDS WHICH WERE CONVEYED TO THE TRUST BY A CONVEYANCE DATED 31 DECEMBER 1986 BETWEEN THE RIGHT HONOURABLE RICHARD THOMAS ORLANDO (SEVENTH) EARL OF BRADFORD THE RIGHT HONOURABLE JOANNE ELIZABETH COUNTESS OF BRADFORD AND DAVID JAMES CHALLENGER WESTON.(B) TO ACQUIRE OTHER LAND ADJOINING THE GARDENS REFERRED TO IN PARAGRAPH (A) ABOVE WHICH AT ONE TIME FORMED PART OF THE CASTLE BROMWICH HALL ESTATE IN THE COUNTY OF WEST MIDLANDS INCLUDING CASTLE BROMWICH HALL, ITS GARDENS AND THE PARKLAND ADJOINING, ALL SUCH LAND BEING SHOWN FOR THE PURPOSE OF IDENTIFICATION EDGED RED ON THE ATTACHED PLAN.(C) TO PROMOTE FOR THE BENEFIT OF THE PUBLIC THE PERMANENT PRESERVATION, RESTORATION OR IMPROVEMENT OF ALL LAND ACQUIRED BY THE TRUST UNDER PARAGRAPH (B) ABOVE
Financial health, per its FY2025 accounts
The accounts state that the charity ended the year with unrestricted reserves of £109,726 and restricted reserves of £179,994. However, the trustees report a precarious financial position, noting an annual funding gap of around £140,000 and that the charity has returned accounting deficits for a number of years. Despite these challenges, the trustees confirm the financial statements are prepared on a going concern basis.
What the accounts disclose
Policies the charity declares
- 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
- Investing charity funds policy and procedures
- Paying staff
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- 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: 60
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/12/2024
- Volunteers: 60
Self-declared on the annual return for the financial year ending 31/12/2023
- Volunteers: 50
- Government income: £22,937 — grants £22,937 (1); 8% of the £280,430 total gross income on the same return
Property (HM Land Registry)
Trustees
- Angela Ruth Wolferstan
- Bethan Collerton
- Eleanor Mary Lovell
- George Edward Richards
- Michael Harry Ruff
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £287k | £352k |
| 31/12/2024 | £298k | £319k |
| 31/12/2023 | £280k | £343k |
| 31/12/2022 | £254k | £337k |
| 31/12/2021 | £365k | £364k |
Common questions
Is CASTLE BROMWICH HALL AND GARDENS TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity ended the year with unrestricted reserves of £109,726 and restricted reserves of £179,994. However, the trustees report a precarious financial position, noting an annual funding gap of around £140,000 and that the charity has returned accounting deficits for a number of years. Despite these challenges, the trustees confirm the financial statements are prepared on a going concern basis. Its FY2025 accounts were independently examined.
Who funds CASTLE BROMWICH HALL AND GARDENS TRUST?
Funders whose own accounts filings name CASTLE BROMWICH HALL AND GARDENS TRUST as a grant recipient include ASSOCIATION OF INDEPENDENT MUSEUMS, THE FINNIS SCOTT FOUNDATION, THE EDWARD AND DOROTHY CADBURY TRUST, DUMBRECK CHARITY.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| ASSOCIATION OF INDEPENDENT MUSEUMS | FY2022 | £5k | Out of the Cupboard |
| THE FINNIS SCOTT FOUNDATION | FY2023 | £4k | |
| THE EDWARD AND DOROTHY CADBURY TRUST | FY2025 | £1k | Community Inclusion and Engagement |
| DUMBRECK CHARITY | FY2026 | £1k | Miscellaneous |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 13/11/2025 | £19k | Unplug and Play |
| The National Lottery Heritage Fund | 15/06/2020 | £59k | "COVID19: Castle Bromwich Hall and Gardens Trust" |
| The National Lottery Community Fund | 02/03/2020 | £10k | Celebrating 35 years of volunteering |
| The National Lottery Heritage Fund | 13/03/2019 | £70k | "Delivering sustainability through earned income" |
| The National Lottery Heritage Fund | 29/02/2016 | £51k | "Building sustainable marketing and fundraising practices to help maintain and share these glorious Grade II* gardens" |
| The National Lottery Community Fund | 11/04/2013 | £10k | Mirror Pond and Wildlife & Meadow Garden Project |
| The National Lottery Heritage Fund | 13/02/2001 | £203k | "Castle Bromwich Hall, Phase I - Staff Accommodation" |
| The National Lottery Heritage Fund | 07/10/1997 | £29k | "Birmingham, Castle Bromwich Hall and Gardens, Restoration Plan" |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| WILLIAM ADLINGTON CADBURY CHARITABLE TRUST | 1 | £20k |
| THE PILGRIM TRUST | 1 | £20k |
| COMMUNITY & VOLUNTARY SUPPORT CONWY | 1 | £10k |
| THE EDWARD CADBURY CHARITABLE TRUST | 1 | £5k |
| THE SAINTBURY TRUST | 1 | £4k |
| THE GRIMMITT TRUST | 1 | £3k |
| MR AND MRS J A PYE'S CHARITABLE SETTLEMENT | 1 | £3k |
Charities like this
- GWRYCH CASTLE PRESERVATION TRUST LIMITED
- WHITTINGTON CASTLE PRESERVATION TRUST
- FRIENDS OF THE SWISS GARDEN
- BARRACKS LANE COMMUNITY GARDEN
- HAMPSHIRE GARDENS TRUST
- MOTHECOMBE PRESERVATION TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| CASTLE BROMWICH HALL AND GARDENS TRUST | £287k | — | 0 | unclear | — | no doubt |
| GWRYCH CASTLE PRESERVATION TRUST LIMITED | £980k | — | 0 | unclear | — | no doubt |
| WHITTINGTON CASTLE PRESERVATION TRUST | £223k | — | 0 | unclear | — | no doubt |
| FRIENDS OF THE SWISS GARDEN | £32k | — | 0 | above | — | no doubt |
| BARRACKS LANE COMMUNITY GARDEN | £33k | — | 0 | unclear | — | no doubt |
| HAMPSHIRE GARDENS TRUST | £67k | — | 0 | above | — | no doubt |