Finance Score: -1

Governance Score: -3

Support Score: 3

Reasonable growth: +1
Multiple Deficits: -2
No PartB

All male board: -3

Gov Income
Grant maker support: +3

Overall GiG Score: -1

BALCARRES HERITAGE TRUST LIMITED

Environment, conservation and heritage in respect of Balcarres House grounds and contents. In order to achieve its objects, the Charity is restoring and conserving the assets in its care, purchasing assets having a connection with Balcarres, lending works of art for exhibition, etc, and maintaining the house and gardens.

Analysis by Giving is Great

Positives:

The charity has received Government grants
There has been reasonable growth in spending over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

The Board is completely male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
05/04/23		£253	£433	£-180	n/a	n/a	n/a	n/a	n/a
05/04/22		£199	£246	£-47	n/a	n/a	n/a	n/a	n/a
05/04/21		£169	£292	£-123	n/a	n/a	n/a	n/a	n/a
05/04/20		£273	£250	£23	n/a	n/a	n/a	n/a	n/a
05/04/19		£212	£292	£-80	n/a	n/a	n/a	n/a	n/a
05/04/18		£227	£202	£25	£0	£0	£0	n/a	0
05/04/17		£194	£224	£-30	£0	£0	£0	n/a	0
05/04/16		£235	£232	£4	£0	£0	£0	n/a	0
05/04/15		£286	£256	£30	£0	£0	£0	n/a	0
05/04/14		£223	£230	£-7	£0	£0	£0	n/a	0
05/04/13	*	£256	£201	£55	£0	£0	£0	n/a	0
05/04/12		£282	£234	£47	£0	£0	£0	n/a	0
05/04/11		£337	£236	£102	£0	£0	£0	n/a	0
05/04/10		£130	£155	£-24	£0	£0	£0	n/a	0
05/04/09		£158	£164	£-6	£0	£0	£0	n/a	0
05/04/08	*	£211	£166	£45	£0	£0	£0	n/a	0
05/04/07	*	£135	£181	£-46	£0	£0	£0	n/a	0
05/04/06		£311	£121	£190	£0	£0	£0	n/a	0
05/04/05		£166	£69	£97	£0	£0	£0	n/a	0
05/04/04	*	£330	£145	£184	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 37 years

simon.weil@crsblaw.com

01242246311

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides buildings/facilities/open space

Where it operates

Scotland, Throughout England And Wales,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Gender Split

Based on 5/6 persons

Age Range of Trustees:

LORD BALNIEL (Chair)

DR WILLIAM ZACHS Appointed: 2017, Occupation: Director

RICHARD ELLIOTT Appointed: 2009, Occupation: Company Director

THE EARL OF WOOLTON, Other trusteeship: KEATS - SHELLEY MEMORIAL ASSOCIATION (INCORPORATED),

NICOLAS BARKER, Occupation: Librarian, Other trusteeship: THE TYPE MUSEUM TRUST,

SIMON PATRICK WEIL Appointed: 1998, Occupation: Solicitor, Other trusteeships: THE ENGLISH CONCERT, THE MICHAEL TIPPETT MUSICAL FOUNDATION, THE KATHLEEN HANNAY MEMORIAL CHARITY, THE HANDEL HOUSE TRUST LIMITED, THE FOUNDATION OF ST. BENEDICT OF NURSIA, ARIMATHEA CHARITABLE TRUST, THE FRIENDS OF SOLESMES, THE BRITISH MUSIC EXPERIENCE, MARIA BJORNSON MEMORIAL FUND, MAECENAS, THE NEW ENGLISH BALLET THEATRE, OUR LADY OF GOOD HELP FOUNDATION, THE FOUNDATION OF SAINT FRANÇOIS, THE ZITA MEMORIAL FOUNDATION,

Legal constitution

Charitable company registered in England & Wales on 06/05/1987, number: 296766
Registered at Companies House on 18/02/1987, number: 02101229

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Internal charity financial controls policy and procedures
Investment
Risk management
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR13: 70 days late, AR08: 27 days late, AR07: 38 days late, AR04: 20 days late,

Main office

Charles Russell Speechlys Llp
Compass House
Lypiatt Road
CHELTENHAM
Gloucestershire
GL50 2QJ

Objectives

TO PRESERVE FOR THE PUBLIC BENEFIT (AND FOR STUDY BY SUCH SCHOLARS AND OTHER PERSONS AS THE COMPANY SHALL THINK APPROPRIATE) THE COLLECTION OF BOOKS INCUNABULA MANUSCRIPTS AND OTHER PAPERS IN THE OWNERSHIP OF THE RIGHT HONOURABLE MARY KATHERINE LINDSAY DOWAGER.

Defined Area of Benefit:

NOT DEFINED

Data Sources