MV BALMORAL FUND LIMITED — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 15 January 2014
Removed: Not supplied
Company number supplied: 08555385
Financial period: 1 November 2024 – 31 October 2025
Latest income: £131,746
Latest expenditure: £144,403
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 70 PRINCE STREET, BRISTOL, BS1 4QD

Website recorded by the regulator: https://mvbalmoral.org.uk (displayed as text)

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 November 2024
Fin Period End Date: 31 October 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 August 2026
Date Annual Return Received: 1 August 2026
Date Accounts Received: 1 August 2026
Total Gross Income: £131,746
Total Gross Expenditure: £144,403

Fin Period Start Date: 1 November 2023
Fin Period End Date: 31 October 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 August 2025
Date Annual Return Received: 28 July 2025
Date Accounts Received: 28 July 2025
Total Gross Income: £353,535
Total Gross Expenditure: £128,281

Fin Period Start Date: 1 November 2022
Fin Period End Date: 31 October 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 August 2024
Date Annual Return Received: 21 August 2024
Date Accounts Received: 21 August 2024
Total Gross Income: £93,167
Total Gross Expenditure: £130,987

Fin Period Start Date: 1 November 2021
Fin Period End Date: 31 October 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 August 2023
Date Annual Return Received: 30 August 2023
Date Accounts Received: 30 August 2023
Total Gross Income: £76,905
Total Gross Expenditure: £99,054

Fin Period Start Date: 1 November 2020
Fin Period End Date: 31 October 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 August 2022
Date Annual Return Received: 17 August 2022
Date Accounts Received: 17 August 2022
Total Gross Income: £76,989
Total Gross Expenditure: £77,215

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: 1 November 2024
Fin Period End Date: 31 October 2025
Ar Due Date: 31 August 2026
Ar Received Date: 1 August 2026
Total Gross Income: £131,746
Total Gross Expenditure: £144,403
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
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: 57

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 November 2023
Fin Period End Date: 31 October 2024
Ar Due Date: 31 August 2025
Ar Received Date: 28 July 2025
Total Gross Income: £353,535
Total Gross Expenditure: £128,281
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 47

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 November 2022
Fin Period End Date: 31 October 2023
Ar Due Date: 31 August 2024
Ar Received Date: 21 August 2024
Total Gross Income: £93,167
Total Gross Expenditure: £130,987
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 53

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 November 2021
Fin Period End Date: 31 October 2022
Ar Due Date: 31 August 2023
Ar Received Date: 30 August 2023
Total Gross Income: £76,905
Total Gross Expenditure: £99,054
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 42

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 November 2020
Fin Period End Date: 31 October 2021
Ar Due Date: 31 August 2022
Ar Received Date: 17 August 2022
Total Gross Income: £76,989
Total Gross Expenditure: £77,215
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: Yes
Trustee Also Director Of Subsidiary: Yes
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 25

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: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

07 Official extract

Charity Event History

Charity Name: MV BALMORAL FUND LIMITED
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2023-02-22T00:00:00
Reason: Ceased to exist
Assoc Organisation Number: 1041351
Assoc Registered Charity Number: 1041351
Assoc Charity Name: THE PRIDE OF BRISTOL TRUST

Charity Name: MV BALMORAL FUND LIMITED
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2014-01-15T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES INCORPORATED 04 JUN 2013AS 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

09 Official extract

Charity Policy

Policy Name: Serious incident reporting policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Bullying and harassment policy and procedures