THE SHAMROCK TRUST

Charity number: 1136535
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Shamrock steamed for a total of 18 days during 2023 to 2024 during which she was on display on the lake and around Windermere Jetty Museum. It took part in the Coronation Steam. A booklet The Story of Shamrock sold about 550 copies, surplus after printing cost going to the Trust. A comprehensive risk assessment was prepared. There now fifty friends who contribute to maintaining the vessel. .

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £5,468
Total expenditure: £2,405

People

7 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • Arts/culture/heritage/science
  • Environment/conservation/heritage
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Other Charitable Activities
Where the charity operates:
  • Cumbria

Governance

Registration history:
  • 22 June 2010: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
07217476 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Risk management
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
Robert Thomas Beale Mr Trustee 21 June 2024
None on record
Austin Peter Hammond Mr Trustee 21 June 2024
None on record
Gregory Philip Simpson Trustee 19 October 2017
None on record
DOROTHY ANN BULLOUGH Trustee
None on record
JOHN GRIFFITHS Trustee
None on record
ROGER MALLINSON Trustee
None on record
MARTYN BLACKBURN Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £5.20k £1.85k £4.27k £5.52k £5.47k
Total expenditure £3.20k £7.18k £3.75k £4.40k £2.40k
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 March 2024 02 August 2024 On Time
Accounts and TAR 31 March 2024 Not Required
Annual return 31 March 2023 15 May 2024 105 days late
Accounts and TAR 31 March 2023 Not Required
Annual return 31 March 2022 14 November 2022 On Time
Accounts and TAR 31 March 2022 Not Required
Annual return 31 March 2021 23 November 2021 On Time
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 28 December 2020 On Time
Accounts and TAR 31 March 2020 Not Required
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 8 APRIL 2010 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 03 AUG 2020

Charitable objects

1 THE RESTORATION, PRESERVATION AND OPERATION OF THE HISTORIC WINDERMERE STEAM POWERED SALOON LAUNCH 'SHAMROCK' 2 ENABLING 'SHAMROCK' TO CONTINUE, AS IT HAS SINCE 1906, AS A QUINTESSENTIAL PART OF WINDERMERE CULTURE DELIGHTING VISITORS TO THE LAKE 3 THE USE OF THE VESSEL TO SHOW TO THE PUBLIC THE HISTORICAL EVOLUTION AND DEVELOPMENT OF MECHANICAL POWER IN SMALL BOATS 4 THE ACQUISITION AND PRESERVATION OF BOOKS, DRAWINGS, RECORDS, PHOTOGRAPHS, FILMS, AND ANY ARTIFICATS RELATING TO 'SHAMROCK' AND HER SISTER VESSELS 5 THE PROVISION OF EXHIBITIONS, DISPLAYS AND PUBLICATIONS IN A VARIETY OF FORMATS TO INFORM AND EDUCATE THE PUBLIC 6 THE TRAINING IN THE TRADITIONAL BOAT BUILDING, ENGINEERING AND OTHER SKILLS REQUIRED FOR BUILDING, MAINTAINING AND OPERATING SMALL STEAM POWERED VESSELS

Area of benefit

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

WINDERMERE

Contact information

Address:
24a Egerton Park
Birkenhead
CH42 4QZ
Phone:
01516440186
Email:
secretary@shamrocktrust.org.uk
Website:

www.shamrocktrustuk.org Open in new window