Charity Details

Balcarres Heritage Trust

SC039480Registered charity from 02 April 2008

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Charity Information:

Address CHARLES RUSSELL SPEECHLYS LLP
COMPASS HOUSE
LYPIATT ROAD
CHELTENHAM

Postcode GL502QJ

Website No Link Provided

Regulatory Type Cross-Border

Link to Companies House https://beta.companieshouse.gov.uk/

Object:

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.

Operations:

Charity Status: Active

Constitutional Form: Company (the charity is registered with Companies House)

Constitutional Form Date: 02 Apr 2008

Main Operating Location: Outwith Scotland

Number of Staff: 2

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"

Types Of Activity Undertaken: "It carries out activities or services itself"

Annual Submissions:

Year End	Income	Expenditure	Annual Return Received	Accounts Received	Latest Annual Reports and Accounts
05 Apr 2021	£169,399	£292,147	07 Jan 2022	Yes
05 Apr 2022	£199,226	£245,989	05 Jan 2023	Yes
05 Apr 2023	£252,669	£432,979	20 Dec 2023	Yes
05 Apr 2024	£408,759	£403,754	23 Dec 2024	Yes
05 Apr 2025	£260,522	£380,059	04 Dec 2025	Yes	Published accounts can be found on the Charity Commission website
If an annual return has been received on time (within nine months of the Year End Date), the 'Annual Return Received' box is green . If an annual return is late, the box is red .

Income and Expenditure:

Charity Trustees:

First Name	Last Name
William	Zachs
Anthony Robert	Lindsay
Simon	Woolton
Nicolas	Barker
Richard	Elliott
Simon Patrick	Weil
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