THE EXCELSIOR TRUST

Charity number: 285899
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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

Income and expenditure

Data for financial year ending 30 November 2023

Total income: £176,694
Total expenditure: £232,476

People

5 Trustee(s)

20 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity has one or more trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Environment/conservation/heritage
Who the charity helps:
  • Children/young People
  • People With Disabilities
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Essex
  • Norfolk
  • Suffolk

Governance

Registration history:
  • 02 February 1983: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
01670772 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Gerald Skews Trustee 01 January 2025
None on record
Alice-Ann Taylor Trustee 15 April 2021
None on record
JOHN DEREK HUNTER IRVING Trustee 15 October 2020
None on record
JOHN CHRISTOPHER SPENCER WYLSON Trustee 03 September 2015
None on record
James Oliver Campbell Trustee 19 August 2007
None on record

Financial history

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Financial period end date

Income / Expenditure 30/11/2019 30/11/2020 30/11/2021 30/11/2022 30/11/2023
Total gross income £200.63k £114.83k £114.83k £93.84k £176.69k
Total expenditure £157.52k £110.14k £110.14k £34.97k £232.48k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £25.00k £3.17k N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 30 November 2023 24 September 2024 On Time
Accounts and TAR 30 November 2023 24 September 2024 On Time Download Open in new window
Annual return 30 November 2022 05 October 2023 5 days late
Accounts and TAR 30 November 2022 05 October 2023 5 days late Download Open in new window
Annual return 30 November 2021 26 September 2022 On Time
Accounts and TAR 30 November 2021 10 August 2022 On Time Download Open in new window
Annual return 30 November 2020 12 October 2021 12 days late
Accounts and TAR 30 November 2020 18 August 2021 On Time Download Open in new window
Annual return 30 November 2019 28 September 2020 On Time
Accounts and TAR 30 November 2019 24 September 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 8TH OCTOBER 1982

Charitable objects

(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.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
Ventulus
Cross Lane
Brancaster
KING'S LYNN
PE31 8AE
Phone:
01485 210756
Email:
jcamp93857@aol.com
Website:

www.excelsiortrust.co.uk Open in new window