01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 22 December 2003
- Removed
- Not supplied
- Company number supplied
- 04800047
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £258,236
- Latest expenditure
- £275,960
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Middleton Hall Trust, MIDDLETON Hall, TAMWORTH, STAFFORDSHIRE, B78 2AE
Website recorded by the regulator: www.middleton-hall.co.uk (displayed as text)
02 Activities
What the charity does
Environment/Conservation/Heritage
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 January 2026
- Date Annual Return Received
- 13 November 2025
- Date Accounts Received
- 13 November 2025
- Total Gross Income
- £258,236
- Total Gross Expenditure
- £275,960
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 January 2025
- Date Annual Return Received
- 12 December 2024
- Date Accounts Received
- 12 December 2024
- Total Gross Income
- £530,914
- Total Gross Expenditure
- £460,925
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 January 2024
- Date Annual Return Received
- 26 January 2024
- Date Accounts Received
- 26 January 2024
- Total Gross Income
- £205,595
- Total Gross Expenditure
- £239,142
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 January 2023
- Date Annual Return Received
- 12 January 2023
- Date Accounts Received
- 12 January 2023
- Total Gross Income
- £247,284
- Total Gross Expenditure
- £236,619
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 January 2022
- Date Annual Return Received
- 27 January 2022
- Date Accounts Received
- 27 January 2022
- Total Gross Income
- £311,631
- Total Gross Expenditure
- £235,888
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 13 November 2025
- Total Gross Income
- £258,236
- Total Gross Expenditure
- £275,960
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 100
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 12 December 2024
- Total Gross Income
- £530,914
- Total Gross Expenditure
- £460,925
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 80
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 26 January 2024
- Total Gross Income
- £205,595
- Total Gross Expenditure
- £239,142
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £1
- Income From Government Grants
- £1,000
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 70
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 12 January 2023
- Total Gross Income
- £247,284
- Total Gross Expenditure
- £236,619
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £2
- Income From Government Grants
- £14,000
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 70
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 27 January 2022
- Total Gross Income
- £311,631
- Total Gross Expenditure
- £235,888
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £3
- Income From Government Grants
- £28,000
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 71
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 12 December 2024
- Income Donations And Legacies
- 397011
- Income Other Trading Activities
- 1200
- Income Charitable Activities
- 130092
- Income Investments
- 2611
- Income Other
- 0
- Income Total Income And Endowments
- 530914
- Income Legacies
- 0
- Income Endowments
- 397011
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £460,925
- Expenditure Other
- 0
- Expenditure Total
- 460925
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 4252
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £134,643
- Assets Total Fixed
- 1
- Assets Own Use
- 0
- Assets Long Term Investment
- 1
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £253,468
- Assets Total Liabilities
- £29,423
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £224,046
- Creditors One Year Total Current
- 29423
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £216,690
- Funds Endowment
- 0
- Funds Unrestricted
- 134643
- Funds Restricted
- 89403
- Funds Total
- 224046
- Count Employees
- 4
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Dudley
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- West Midlands
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Walsall
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- West Midlands
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Wolverhampton
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- West Midlands
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Solihull
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- West Midlands
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Warwickshire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Coventry City
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- West Midlands
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Sandwell
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- West Midlands
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Birmingham City
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- West Midlands
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Staffordshire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
- Classification Code
- 109
- Classification Type
- What
- Classification Description
- Arts/culture/heritage/science
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 112
- Classification Type
- What
- Classification Description
- Environment/conservation/heritage
08 Official extract
Charity Event History
- Charity Name
- MIDDLETON HALL TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2003-12-22T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 16 JUNE 2003 as amended on 16 Feb 2023 as amended on 29 Mar 2023
- Charitable 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.
- Area Of Benefit
- MIDDLETON HALL WARWICKSHIRE AND ITS GROUNDS
10 Official extract
Charity Policy
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Volunteer management
- Policy Name
- Paying staff
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Conflicting interests
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Risk management
- Policy Name
- Trustee conflicts of interest policy and procedures