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Balcarres Heritage Trust Limited

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.

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Activities & Mission

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.

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Financial Information

Latest Income
£260,522
Latest Expenditure
£380,059

Financial Efficiency

Overall Efficiency 145.9%
% of expenditure going to programs (vs overhead)
Expenditure Ratio 145.9%
Expenditure as % of income

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025
£260,522
£380,0590 / 0
2024
£408,759
£403,7540 / 0
2023
£252,669
£432,9790 / 0
2022
£199,226
£245,9890 / 0
2021
£169,399
£292,1470 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about Balcarres Heritage Trust Limited

What does Balcarres Heritage Trust Limited do?

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.

How much income did Balcarres Heritage Trust Limited report in 2025?

Balcarres Heritage Trust Limited reported total income of £261k and reported expenditure of £380k for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

When was Balcarres Heritage Trust Limited registered as a charity?

Balcarres Heritage Trust Limited was registered with the Charity Commission for England and Wales on 6 May 1987 as charity number 296766. It has been registered for 39 years.

Who runs Balcarres Heritage Trust Limited?

Balcarres Heritage Trust Limited is governed by a board of 6 trustees. The chair of trustees is LORD BALNIEL. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does Balcarres Heritage Trust Limited operate?

Balcarres Heritage Trust Limited operates across 2 areas: Scotland and England And Wales.

Is Balcarres Heritage Trust Limited a registered charity?

Yes — Balcarres Heritage Trust Limited is a registered charity in England and Wales, charity number 296766.

Details

Address
Charles Russell Speechlys Llp
Compass House
Lypiatt Road
CHELTENHAM
Gloucestershire
GL50 2QJ
Registration Date
6 May 1987
Status
Registered

Registry Information

Organisation Number
296766
Charity Number
296766

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Trustees

LORD BALNIEL Chair
Dr William Zachs
NICOLAS BARKER
RICHARD ELLIOTT
THE EARL OF WOOLTON
Also governs 1 other charity

Sectors & Classifications

Data & trust

Register data refreshed
14 May 2026
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