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home >> charity search >> the excelsior trust
Finance Score: -2
Governance Score: -3
Support Score: 5
  • Deficit latest year: -2
  • No PartB
  • Only 4 Trustees: -1
  • Narrow trustee age band: -2
  • Overall weighted support: +5
Overall GiG Score: 0 ?

THE EXCELSIOR TRUST

Acquiring, maintaining and restoring the Lowestoft Smack "Excelsior" LT472 and providing facilities for young people to sail thereby maintaining their maritime heritage
Analysis by Giving is Great

Positives:

  • A significant proportion of recent income was derived from major grant makers

Regulatory & Governance issues to consider:

  • Why are there only 4 trustees?
  • The Board has little diversity in terms of age

Financial issues to consider:

  • Income was significantly lower than spending in the latest year
  • A PartB annual return has not been required and so detailed financial information is not available from the online data
Find similar charities within: miles

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k		 Spending
£k		 Surplus/
Deficit £k		 Fundraising
Cost £k		 Total
Funds £k		 Unrestricted
Funds £k		 Mths
Rsrvs		 Staff Volun-
teers
30/11/23£177£232£-56n/an/an/an/an/an/a
30/11/22*£94£35£59n/an/an/an/an/an/a
30/11/21£115£110£5n/an/an/an/an/an/a
30/11/20*£115£110£5n/an/an/an/an/an/a
30/11/19£201£158£43n/an/an/an/an/an/a
30/11/18*£173£171£2n/an/an/an/an/an/a
30/11/17£131£144£-13n/an/an/an/an/an/a
30/11/16£132£134£-3n/an/an/an/an/an/a
30/11/15£105£139£-34n/an/an/an/an/an/a
30/11/14£152£150£2n/an/an/an/an/an/a
30/11/13£96£75£21n/an/an/an/an/an/a
30/11/12£66£47£18n/an/an/an/an/an/a
30/11/11£38£52£-14n/an/an/an/an/an/a
30/11/10£41£14£27n/an/an/an/an/an/a
30/11/09£35£17£17n/an/an/an/an/an/a
30/11/08£28£22£6n/an/an/an/an/an/a
30/11/07£33£17£16n/an/an/an/an/an/a
30/11/06*£36£26£10n/an/an/an/an/an/a
30/11/05*£130£149£-19n/an/an/an/an/an/a
30/11/04*£115£154£-39n/an/an/an/an/an/a
Show more rows -->

Download accounts
Highest pay bracket: less than £60,000
Established: 42 years

www.excelsiortrust.co.uk

jcamp93857@aol.com

01485 210756

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Education/Training
  • Environment/Conservation/Heritage
GiG Classification
  • Museums, parks, historical sites
How it operates
  • Provides buildings/facilities/open space
Where it operates
  • Essex, Norfolk, Suffolk,
Who it helps
  • Children/Young People
  • People With Disabilities
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
DCMS£146,200
Garfield Weston Foundation£30,000
Sport England£4,450
Foundation Scotland£2,000
Specific Donations
Amount When
Months		 To be used for
Foundation Scotland - Harbouring Potential
£2,000 23/04/2024
1
To contribute towards the berth fees and travel expenses for a group from Kirkcaldy High School to develop life skills and improve employability prospects through a voyage with the Excelsior Trust.
Garfield Weston Foundation - Main Grants award
£15,000 16/12/2022
Core costs
Garfield Weston Foundation - Main Grants award
£15,000 14/05/2021
Core costs
DCMS - CRF21 The EXCELSIOR Trust
£80,800 08/03/2021
Culture Recovery Fund for Heritage 2020-21
DCMS - CRF21 The EXCELSIOR Trust
£65,400 08/03/2021
Culture Recovery Fund for Heritage 2020-21
Sport England - COVID-19 CEF
£4,450 03/06/2020
4
Funding under Sport England's COVID-19 Community Emergency Fund funding programme for a Revenue project titled COVID-19 CEF. This project lists its main activity as Sailing & Yachting
Garfield Weston Foundation - Main Grants award
£10,000 22/11/2019
Core costs
National Lottery Community Fund - Oceans of Waste project
£7,782 07/02/2018
12
This project will help build the skills and confidence of disadvantaged young people.
Garfield Weston Foundation - Main Grants award
£7,500 06/02/2018
The Excelsior Trust
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)
Current Trustees appointed
Gender Split

Age Range of Trustees: 66-76
  • ALICE-ANN TAYLOR Appointed: 2021, Occupation: Director
  • JOHN CHRISTOPHER SPENCER WYLSON Appointed: 2015, Occupation: Retired
  • JOHN DEREK HUNTER IRVING Appointed: 2020, Occupation: Yachtsman And Company Director
  • JAMES OLIVER CAMPBELL Appointed: 2007, Occupation: Company Director
Legal constitution
  • Charitable company registered in England & Wales on 02/02/1983, number: 285899
  • Registered at Companies House on 08/10/1982, number: 01670772
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • 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
  • Volunteer management
Filing Record
20 returns made; AR22: 5 days late, AR20: 12 days late, AR18: 30 days late, AR06: 44 days late, AR05: 194 days late, AR04: 5 days late,
Main office

Ventulus
Cross Lane
Brancaster
KING'S LYNN
PE31 8AE

Objectives

(A) TO ACQUIRE, RESTORE, RE-RIG AND MAINTAIN THE LOWESTOFT SMACK EXCELSIOR, (EX SVINOR, EX EXCELSIOR LT 472) USING AS FAR AS IS REASONABLY PRACTICAL, SIMILAR MATERIALS AND TECHNIQUES TO THOSE USED IN HER ORIGINAL CONSTRUCTION SO THAT SHE MAY BE PRESERVED AND OPENED TO INSPECTION BY THE PUBLIC AS PART OF BRITAIN'S MARITIME HERITAGE FOR FUTURE GENERATIONS AND FULFIL THE OTHER AIMS AND OBJECTIVES OF THE TRUST. (B) TO PROVIDE FACILITIES FOR YOUNG PEOPLE TO SAIL, AN WORK AN HISTORIC VESSEL AT SEA THEREBY KEEPING ALIVE THEIR MARITIME HERITAGE. (C) TO PROVIDE FACILITIES FOR DISABLED PEOPLE TO SAIL AT SEA AS FULL MEMBERS OF AN INTEGRATED TEAM ALONGSIDE THE ABLE BODIED, THEREBY INCULCATING A SENSE OF RESPONSIBILITY IN EACH AND EVERY MEMBER OF THE TEAM WHATEVER THEIR ABILITIES.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving

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