01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 6 May 1987
- Removed
- Not supplied
- Company number supplied
- 02101229
- Financial period
- 6 April 2024 – 5 April 2025
- Latest income
- £260,522
- Latest expenditure
- £380,059
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Charles Russell Speechlys Llp, Compass House, Lypiatt Road, CHELTENHAM, Gloucestershire, GL50 2QJ
02 Activities
What the charity does
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.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 6 April 2024
- Fin Period End Date
- 5 April 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 5 February 2026
- Date Annual Return Received
- 4 December 2025
- Date Accounts Received
- 4 December 2025
- Total Gross Income
- £260,522
- Total Gross Expenditure
- £380,059
- Fin Period Start Date
- 6 April 2023
- Fin Period End Date
- 5 April 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 5 February 2025
- Date Annual Return Received
- 4 February 2025
- Date Accounts Received
- 4 February 2025
- Total Gross Income
- £408,759
- Total Gross Expenditure
- £403,754
- Fin Period Start Date
- 6 April 2022
- Fin Period End Date
- 5 April 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 5 February 2024
- Date Annual Return Received
- 5 February 2024
- Date Accounts Received
- 5 February 2024
- Total Gross Income
- £252,669
- Total Gross Expenditure
- £432,979
- Fin Period Start Date
- 6 April 2021
- Fin Period End Date
- 5 April 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 5 February 2023
- Date Annual Return Received
- 3 February 2023
- Date Accounts Received
- 3 February 2023
- Total Gross Income
- £199,226
- Total Gross Expenditure
- £245,989
- Fin Period Start Date
- 6 April 2020
- Fin Period End Date
- 5 April 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 5 February 2022
- Date Annual Return Received
- 3 February 2022
- Date Accounts Received
- 3 February 2022
- Total Gross Income
- £169,399
- Total Gross Expenditure
- £292,147
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 6 April 2024
- Fin Period End Date
- 5 April 2025
- Ar Due Date
- 5 February 2026
- Ar Received Date
- 4 December 2025
- Total Gross Income
- £260,522
- Total Gross Expenditure
- £380,059
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £1
- Income From Government Grants
- £14,959
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 6 April 2023
- Fin Period End Date
- 5 April 2024
- Ar Due Date
- 5 February 2025
- Ar Received Date
- 4 February 2025
- Total Gross Income
- £408,759
- Total Gross Expenditure
- £403,754
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £1
- Income From Government Grants
- £14,769
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 6 April 2022
- Fin Period End Date
- 5 April 2023
- Ar Due Date
- 5 February 2024
- Ar Received Date
- 5 February 2024
- Total Gross Income
- £252,669
- Total Gross Expenditure
- £432,979
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £1
- Income From Government Grants
- £14,919
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 6 April 2021
- Fin Period End Date
- 5 April 2022
- Ar Due Date
- 5 February 2023
- Ar Received Date
- 3 February 2023
- Total Gross Income
- £199,226
- Total Gross Expenditure
- £245,989
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £1
- Income From Government Grants
- £14,663
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 6 April 2020
- Fin Period End Date
- 5 April 2021
- Ar Due Date
- 5 February 2022
- Ar Received Date
- 3 February 2022
- Total Gross Income
- £169,399
- Total Gross Expenditure
- £292,147
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
05 Official extract
Charity Area Of Operation
- Geographic Area Type
- Country
- Geographic Area Description
- Scotland
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
- Geographic Area Type
- Region
- Geographic Area Description
- Throughout England And Wales
- Welsh Ind
- No
06 Official extract
Charity Classification
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 112
- Classification Type
- What
- Classification Description
- Environment/conservation/heritage
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
07 Official extract
Charity Event History
- Charity Name
- BALCARRES HERITAGE TRUST LIMITED
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1987-05-06T00:00:00
08 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 18TH FEBRUARY 1987 AS AMENDED BY SPECIAL RESOLUTIONS DATED 27 MARCH 2008 AND 22 DECEMBER 2009 as amended on 23 Nov 2023
- Charitable Objects
- TO PRESERVE FOR THE PUBLIC BENEFIT (AND FOR STUDY BY SUCH SCHOLARS AND OTHER PERSONS AS THE COMPANY SHALL THINK APPROPRIATE) THE COLLECTION OF BOOKS INCUNABULA MANUSCRIPTS AND OTHER PAPERS IN THE OWNERSHIP OF THE RIGHT HONOURABLE MARY KATHERINE LINDSAY DOWAGER.
- Area Of Benefit
- NOT DEFINED
09 Official extract
Charity Policy
- Policy Name
- Investment
- Policy Name
- Risk management
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures