OSCR Scottish charity profile

Balcarres Heritage Trust

ActiveCharity number SC039480
Registered2 April 2008
Main locationOutwith Scotland
Legal formCompany (the charity is registered with Companies House)

01 Identity

Scottish charity record

Snapshot 25 August 2026
OSCR charity number
SC039480
Status
Active
Regulatory type
Cross Border
Designated religious body
No
Geographical spread
A specific local point, community or neighbourhood
Volunteers
Not supplied
Staff
2
Postcode
GL502QJ

02 Purpose and work

What the charity exists to do

Charitable purposes

  • the advancement of education
  • the advancement of the arts, heritage, culture or science

Beneficiaries

  • No specific group, or for the benefit of the community
  • Other charities or voluntary bodies

Activities

  • It carries out activities or services itself

Constitutional objectives

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 & other papers in the ownership of the Right Honourable Mary Katherine Lindsay Dowager Countess of Crawford & Balcarres (all of which as are situate at Balcarres House are hereinafter together referred to as 'the library') or such part thereof as shall be acquired by the company for any interest (whether on loan or on lease or by way of gift or purchase or otherwise). To preserve for the public benefit such pictures states furniture plate an other articles (herein-after referred to as 'the art collection') as the interest (whether on loan or on lease or by way of gift or purchase or otherwise and whether or not the same have in recent years been kept at Balcarres House aforesais or elsewhere) & to promote for the public benefit the study and appreciation of the art collection as works of art or objects of historic or artistic interest. to preseve for the public benefit the mansion house known as Balcarres House aforesais together with its ancillary buildings gardens parkland and other adjacent land or such part or parts thereof as shall from time be held for any interest by the company *which premises as from time to time held by the company are hereinafter referred to as 'Balcarres') and to promote for the public benefit the study and appreciation of balcarres as a place of historic & architectural interest & natural beauty. to advance the education of the public in the arts ans sciences in such other manner as thereafter appears. to use any other part of the grounds of Balcarres for providing in the interests of social welfare facilities for physical recreation. to facilitate & encourage the use, occupation and enjoyment of the whole or any part of Balcarres & the library and the art collection for such other exclusively charitable purposes as the company from time to time considers appropriate.

03 Annual returns

Income and expenditure history

5 periods
Year endIncomeExpenditureStaffReturn received
5 April 2025£260,522£380,05924 December 2025
5 April 2024£408,759£403,754223 December 2024
5 April 2023£252,669£432,979220 December 2023
5 April 2022£199,226£245,98925 January 2023
5 April 2021£169,399£292,14727 January 2022

Figures are those reported by the charity and supplied in the OSCR bulk download. Blank facts remain distinct from zero.

04 Contact record

Principal office or trustees address

Address supplied to OSCR
CHARLES RUSSELL SPEECHLYS LLP, COMPASS HOUSE, LYPIATT ROAD, CHELTENHAM
Website supplied to OSCR
Not supplied
Parent charity
Not supplied

No direct external links on this profile. The official OSCR record and source documentation are available through BritDB’s dedicated source page.

05 Provenance

Source for this profile

© Crown Copyright and database right 2026. Contains information from the Scottish Charity Register supplied by the Office of the Scottish Charity Regulator and licensed under the Open Government Licence v.3.0. BritDB is an independent service and does not claim to be the Scottish Charity Register.