MV BALMORAL FUND LIMITED

Charity number: 1155339
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 31 October 2023

Total income: £93,167
Total expenditure: £130,987

People

7 Trustee(s)

53 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

What the charity does:
  • Arts/culture/heritage/science
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Throughout England And Wales
  • Scotland

Governance

Registration history:
  • 15 January 2014: Standard registration
  • 22 February 2023: Funds received from 1041351 THE PRIDE OF BRISTOL TRUST
Organisation type:
Charitable company
Other names:

No other names

Company number:
08555385 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
No policies declared
Land and property:
This charity does not own and/or lease 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
William Benjamin Boult Chair 12 September 2024
None on record
Robert John Skues Trustee 04 October 2021
None on record
Stephen Paul Colledge Trustee 11 January 2019
None on record
Andrew David Westmore Trustee 11 January 2019
None on record
John Robert Thomas Trustee 23 January 2017
None on record
Dominic James Mc Call Trustee 22 March 2015
None on record
DAVID GWYN BASSETT Trustee 14 January 2014
THE GREAT WESTERN COLLIERY PRESERVATION TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/10/2019 31/10/2020 31/10/2021 31/10/2022 31/10/2023
Total gross income £38.43k £28.57k £76.99k £76.91k £93.17k
Total expenditure £86.60k £69.28k £77.22k £99.05k £130.99k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A 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 31 October 2023 21 August 2024 On Time
Accounts and TAR 31 October 2023 21 August 2024 On Time Download Open in new window
Annual return 31 October 2022 30 August 2023 On Time
Accounts and TAR 31 October 2022 30 August 2023 On Time Download Open in new window
Annual return 31 October 2021 17 August 2022 On Time
Accounts and TAR 31 October 2021 17 August 2022 On Time Download Open in new window
Annual return 31 October 2020 19 August 2021 On Time
Accounts and TAR 31 October 2020 19 August 2021 On Time Download Open in new window
Annual return 31 October 2019 02 August 2020 On Time
Accounts and TAR 31 October 2019 03 August 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 INCORPORATED 04 JUN 2013 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 15/01/2014 as amended on 11 Dec 2021

Charitable objects

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

Contact information

Address:
70 PRINCE STREET
BRISTOL
BS1 4QD
Phone:
0117 325 6100
Email:
enquiries@mvbalmoral.org.uk
Website:

https://mvbalmoral.org.uk Open in new window