BALCARRES HERITAGE TRUST LIMITED
Charity number: 296766
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
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.
Income and expenditure
Data for financial year ending 05 April 2025
Total income: £260,522
Total expenditure: £380,059
Total income includes £14,959 from 1 government grant(s)
People
6 Trustee(s)
Employees with total benefits over £60,000
No employees have total benefits over £60k for this charityFundraising
No information available
Trading
This charity does not have any trading subsidiaries.
Trustee payments
No trustees receive any remuneration, payments or benefits from the charity.
What, who, how, where
What the charity does:
- Environment/conservation/heritage
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:
- 06 May 1987: Standard registration
Organisation type:
Charitable company
Other names:
No other names
Company number:
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Trustee conflicts of interest policy and procedures
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
6 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||||||||||||||||||||||||
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| LORD BALNIEL | Chair |
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| Dr William Zachs | Trustee | 31 October 2017 |
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| NICOLAS BARKER | Trustee |
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| RICHARD ELLIOTT | Trustee |
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| SIMON PATRICK WEIL | Trustee |
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| THE EARL OF WOOLTON | Trustee |
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Financial history
Financial period end date
| Income / Expenditure | 05/04/2021 | 05/04/2022 | 05/04/2023 | 05/04/2024 | 05/04/2025 | ||
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Total gross income | £169.40k | £199.23k | £252.67k | £408.76k | £260.52k | |
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Total expenditure | £292.15k | £245.99k | £432.98k | £403.75k | £380.06k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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Income from government grants | N/A | £14.66k | £14.92k | £14.77k | £14.96k |
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 | 05 April 2025 | 04 December 2025 | On time | |
| Accounts and TAR | 05 April 2025 | 04 December 2025 | On time | Download Open in new window |
| Annual return | 05 April 2024 | 04 February 2025 | On time | |
| Accounts and TAR | 05 April 2024 | 04 February 2025 | On time | Download Open in new window |
| Annual return | 05 April 2023 | 05 February 2024 | On time | |
| Accounts and TAR | 05 April 2023 | 05 February 2024 | On time | Download Open in new window |
| Annual return | 05 April 2022 | 03 February 2023 | On time | |
| Accounts and TAR | 05 April 2022 | 03 February 2023 | On time | Download Open in new window |
| Annual return | 05 April 2021 | 03 February 2022 | On time | |
| Accounts and TAR | 05 April 2021 | 03 February 2022 | On time | Download Open in new window |