Charity Details

Charity Details:

Balcarres Heritage Trust

SC039480Registered charity from 02 April 2008

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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.

Details of the charity's operations

Charity Status: Active

Last Updated: 05 Apr 2025

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

Constitutional Form Date: 02 Apr 2008

Geographical Spread: A specific local point, community or neighbourhood

Main Operating Location: Outwith Scotland

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 Information Submission History

Year End	Income	Expenditure	Annual Return Received	Accounts Received	Latest 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	Published accounts can be found on the Charity Commission website
05 Apr 2025			No	Annual Information due by 05 Jan 2026
*Due to the COVID-19 pandemic, OSCR allowed an additional 9 months grace period for charities that were overdue/late when their annual information due by date fell between 01 March 2020 and 31 March 2021. 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 .

Information on details of charity trustees

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Charity accounts and constitution – what information do we publish?

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When a charity publishes its accounts on its website and has supplied us with a link, we have made this available. From late 2017, where the charity is a company, a registered social landlord or is also registered with the Charity Commission for England and Wales, a link is provided to the relevant regulator’s website where the accounts are made available. We accept no responsibility for the functionality, accuracy, or content of external websites – if you experience a technical issue with an external link, you should contact the charity directly.

You have the right to the following information under section 23 (1)(a) and (b) of the Charities and Trustee Investment (Scotland) Act 2005, from the charity direct:

a copy of the charity’s latest statement of accounts
a copy of the charity’s constitution.

In addition to the above, a charity may also be able to provide you with previous years’ accounts and constitutions, although it is not obliged to do so. You can contact the charity to request this information using the contact details on the charity’s Register entry.

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