Finance Score: -5

Governance Score: -6

Support Score: 6

Spending falling: -1
but now stabilising: +1
Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2
No conflicts policy: -1
All male board: -3

Large volunteers +3
Grant maker support: +3

Overall GiG Score: -5

MV BALMORAL FUND LIMITED

For the public benefit to preserve and exhibit in sailing condition the historic vessel MV Balmoral and to advance the education of the public through the provision of educational material relating to the industrial and maritime historic period represented by MV Balmoral and the architecture of the surrounding coastline.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from several prominent grant makers recently

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy
One or more trustees receive payments or benefits from the charity for providing services to the charity
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
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
Income has been volatile and on several occasions in recent years 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	Volun- teers
31/10/22		£77	£99	£-22	n/a	n/a	n/a	n/a	n/a	42
31/10/21		£77	£77	£0	n/a	n/a	n/a	n/a	n/a	25
31/10/20		£29	£69	£-41	n/a	n/a	n/a	n/a	n/a	49
31/10/19		£38	£87	£-48	n/a	n/a	n/a	n/a	n/a	61
31/10/18		£275	£140	£136	£0	£0	£0	n/a	0	102
31/10/17		£1,036	£1,147	£-111	£23	£69	£66	0.7	4	0
31/10/16?	*	£1,772	£1,812	£-41	£2	£386	£383	2.5	6	0
30/06/15		£813	£398	£415	£17	£423	£420	12.7	0	0

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Highest pay bracket: less than £60,000

Established: 10 years

https://mvbalmoral.org.uk

enquiries@mvbalmoral.org.uk

0117 325 6100

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science

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 works here?

Unknown number of employees
42 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

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

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to Charity MV Balmoral Fund Ltd
£2,500	09/03/2023	To extend the reach of the Crossing Coasts project so that people impacted by the Windrush Scandal are made aware of the support offered and how to access it.
Quartet Community Foundation - Grant to Charity MV Balmoral Fund Ltd
£1,500	11/11/2021	‘Young Shipwrights’. Children explore maritime heritage and their future by building and sailing model boat in the Bristol Harbour supported by site tours of the modern Bristol Ports and ....more ‘Young Shipwrights’. Children explore maritime heritage and their future by building and sailing model boat in the Bristol Harbour supported by site tours of the modern Bristol Ports and volunteers from Bristol businesses.
DCMS - CRF20 MV Balmoral Fund Ltd
£15,600	14/10/2020	Culture Recovery Fund for Heritage 2020-21
Quartet Community Foundation - Intergenerational Windrush Celebrations
£3,500	24/06/2019 6	To fund schoolchildren's visits and workshops on this historic boat to learn about Windrush and ships.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 54-77

ROBERT JOHN SKUES Appointed: 2021

ANDREW DAVID WESTMORE Appointed: 2019, Occupation: Marine Engineer

DAVID GWYN BASSETT Appointed: 2014, Occupation: None, Other trusteeships: CARDIFF ARCHAEOLOGICAL SOCIETY, THE GREAT WESTERN COLLIERY PRESERVATION TRUST,

JOHN ROBERT THOMAS Appointed: 2017, Occupation: Retired

STEPHEN PAUL COLLEDGE Appointed: 2019, Occupation: Marine Pilot

Legal constitution

Charitable company registered in England & Wales on 15/01/2014, number: 1155339
Registered at Companies House on 04/06/2013, number: 08555385

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

8 returns made; AR16: 34 days late,

Recent reorganisation events:

Asset transfer in from THE PRIDE OF BRISTOL TRUST on 22/02/2023

Main office

70 PRINCE STREET
BRISTOL
BS1 4QD

Objectives

FOR THE PUBLIC BENEFIT TO PRESERVE AND EXHIBIT IN SAILING CONDITION THE HISTORIC VESSEL MV BALMORAL AND TO ADVANCE THE EDUCATION OF THE PUBLIC THROUGH THE PROVISION OF EDUCATIONAL MATERIAL RELATING TO THE INDUSTRIAL AND MARITIME HISTORIC PERIOD REPRESENTED BY MV BALMORAL AND THE ARCHITECTURE OF THE SURROUNDING COASTLINE

Data Sources