Balcarres Heritage Trust Limited
Analysis
Balcarres Heritage Trust Limited is a registered charity in England and Wales, based in Gloucestershire. It was registered in May 1987, 39 years ago. Its declared purposes cover environment/conservation/heritage, which this site groups under environment and conservation. Legally it is a charitable company (Companies House number 02101229). It says it provides buildings/facilities/open space.
In the financial year ending April 2025, Balcarres Heritage Trust Limited reported income of £261k and spending of £380k, spending 146% of what it took in. Across the 5 years on record, from April 2021 to April 2025, income grew from £169k to £261k (+54%), an average of +11% a year. The sharpest change came in the year to April 2024, when income rose by 62%. Over the whole period it spent 136% of the income it received.
Among 4,574 England and Wales charities whose main cause is environment and conservation and that reported income, Balcarres Heritage Trust Limited sits at the 87th percentile: it is larger than about 86% of them. Against every charity in England and Wales with reported income it ranks in the 84th percentile. Charities of a similar size with the same main cause include The Midlands Air Museum Limited (£259k), Final Straw Foundation (£261k) and Penn & Tylers Green Residents Society (£259k).
Income and spending
Where the income comes from
- Other 100%
In the charity's own words
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.
Similar-sized charities, same cause
| Charity | Location | Income |
|---|---|---|
| The Midlands Air Museum Limited | Coventry | £259k |
| Final Straw Foundation | Hampshire | £261k |
| Penn & Tylers Green Residents Society | Buckinghamshire | £259k |
| Southwell and District Agricultural Society | Nottinghamshire | £262k |