THE NORFOLK HERITAGE FLEET TRUST
To education of the public by the provision of facilities for sail training and to maintain, promote, restore, conserve, and develop historic and traditional sailing craft.
Objects
TO ADVANCE THE EDUCATION OF THE PUBLIC BY THE PROVISION OF FACILITIES FOR SAIL TRAINING AND TO MAINTAIN, PROMOTE, RESTORE, CONSERVE, IMPROVE AND DEVELOP HISTORIC AND TRADITIONAL SAILING AND OTHER CRAFT RELATING TO THE NORFOLK AND SUFFOLK BROADS FOR THE PUBLIC BENEFIT
Financial health, per its FY2025 accounts
The accounts state that the charity ended the year with total unrestricted funds of £480,460, which is above its stated reserves policy target of approximately £225,000. The net gain for the year was £28,317, and the directors confirmed that the charity has adequate resources to continue in operational existence for the foreseeable future.
What the accounts disclose
“It is the long term intention of the Directors to build up the reserves within the General Fund and the Repair Fund to a level equivalent to 6 months expenditure, which amounts to approximately £225,000.” — page 6
“P M Bray - Winter storage & mooring fees 2,961”
“R Long - Mooring fees 1,364”
“P M Bray - Winter storage & mooring fees 2,961”
“R Long - Mooring fees 1,364”
“P M Bray - Winter storage & mooring fees 2,961”
“R Long - Mooring fees 1,364”
“P M Bray - Winter storage & mooring fees 2,961”
“R Long - Mooring fees 1,364”
“P M Bray - Winter storage & mooring fees 2,961”
“R Long - Mooring fees 1,364”
“The Trust's wholly owned subsidiary Hunter's Fleet Limited carried out non-charitable trading activities for the Trust and was incorporated on 12 February 1996.” — page 7
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/12/2025
- Volunteers: 30
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/12/2024
- Volunteers: 25
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/12/2023
- Volunteers: 10
- Has a trading subsidiary
Property (HM Land Registry)
Trustees
- REVEREND NEVILLE HOLBERY KHAMBATTAchair
- Dr Richard James Allen Cadman
- James Edward Jack
- REBECCA ELIZABETH SMITH
- Robert Neate
- Roger Brian Long
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £479k | £451k |
| 31/12/2024 | £436k | £433k |
| 31/12/2023 | £378k | £345k |
| 31/12/2022 | £319k | £373k |
| 31/12/2021 | £345k | £287k |
Common questions
Is THE NORFOLK HERITAGE FLEET TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity ended the year with total unrestricted funds of £480,460, which is above its stated reserves policy target of approximately £225,000. The net gain for the year was £28,317, and the directors confirmed that the charity has adequate resources to continue in operational existence for the foreseeable future. Its FY2025 accounts were independently examined.
Who funds THE NORFOLK HERITAGE FLEET TRUST?
Funders whose own accounts filings name THE NORFOLK HERITAGE FLEET TRUST as a grant recipient include Norwich Freemen's Charity, THE GEOFFREY WATLING CHARITY, ALAN BOSWELL GROUP CHARITABLE TRUST, THE COMMUNITY OF ALL HALLOWS.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| Norwich Freemen's Charity | FY2026 | £25k | The provision of sailing experiences for young people |
| THE GEOFFREY WATLING CHARITY | FY2025 | £10k | |
| ALAN BOSWELL GROUP CHARITABLE TRUST | FY2024 | £10k | |
| THE COMMUNITY OF ALL HALLOWS | FY2026 | £5k | project Starfish, proving water activities on the Norfolk Broads for disadvantaged children |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 15/12/2023 | £154k | "Starfish - Making a difference" |
| The National Lottery Heritage Fund | 06/07/2020 | £75k | "COVID19 Norfolk Heritage Fleet Trust" |
| The National Lottery Heritage Fund | 06/03/1996 | £200k | "Norfolk Heritage Fleet, Ludham" |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE PILGRIM TRUST | 1 | £25k |
| SIR ROBERT GEFFERY'S ALMSHOUSE TRUST | 1 | £4k |
| THE RED SOCKS CHARITABLE TRUST | 1 | £2k |
Charities like this
- HERITAGE MARINE FOUNDATION
- THE NORFOLK CHARITABLE TRUST
- WHERRY YACHT CHARTER CHARITABLE TRUST
- BRIGHTON SEAFRONT HERITAGE TRUST
- THE NORFOLK BOAT (SAIL TRAINING) LIMITED
- THE CORNISH MARITIME TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE NORFOLK HERITAGE FLEET TRUST | £479k | — | 0 | above | — | no doubt |
| HERITAGE MARINE FOUNDATION | £47k | — | 0 | below | — | no doubt |
| THE NORFOLK CHARITABLE TRUST | £80k | — | 0 | unclear | — | no doubt |
| WHERRY YACHT CHARTER CHARITABLE TRUST | £136k | — | 0 | unclear | — | no doubt |
| BRIGHTON SEAFRONT HERITAGE TRUST | £67k | — | 0 | unclear | — | no doubt |
| THE NORFOLK BOAT (SAIL TRAINING) LIMITED | £75k | — | — | unclear | — | no doubt |