THE EXCELSIOR TRUST

Registered charity 285899 · accounts filings on the Charity Commission register

Acquiring, maintaining and restoring the Lowestoft Smack "Excelsior" LT472 and providing facilities for young people to sail thereby maintaining their maritime heritage

Objects

(A) TO ACQUIRE, RESTORE, RE-RIG AND MAINTAIN THE LOWESTOFT SMACK "EXCELSIOR", (EX "SVINOR", EX "EXCELSIOR" LT 472) AND OTHER VESSELS USING AS FAR AS IS REASONABLY PRACTICAL, SIMILAR MATERIALS AND TECHNIQUES TO THOSE USED IN ORIGINAL CONSTRUCTION SO THAT THEY MAY BE PRESERVED AND OPENED TO INSPECTION BY THE PUBLIC AS PART OF BRITAIN'S MARITIME HERITAGE FOR FUTURE GENERATIONS AND FULFIL THE OTHER AIMS AND OBJECTIVES OF THE TRUST. (B) TO PROVIDE FACILITIES FOR PEOPLE TO SAIL, AND WORK ABOARD HISTORIC VESSELS THEREBY KEEPING ALIVE MARITIME HERITAGE FOR ALL. (C) TO PROVIDE SAILING AND TRAINING FACILITIES TO SAIL AT SEA AS MEMBERS OF AN INTEGRATED TEAM ALONGSIDE EXPERIENCED AND ABLE-BODIED CREW, THEREBY INCULCATING A SENSE OF RESPONSIBILITY IN EACH AND EVERY MEMBER OF THE TEAM WHATEVER THEIR ABILITIES AND SOCIAL BACKGROUNDS.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · Environment/conservation/heritage · website · Get email alerts

Registered contact address: East Suffolk, East of England, England (from the postcode on the register)

Latest income
£341k
Latest spending
£349k
Registered
1983
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity recorded a net expenditure of £8,443 for the year, resulting in unrestricted net current liabilities exceeding current assets by £63,467. The trustees acknowledge the Trust is reliant on grant income and donations to survive, noting that without the 'overwhelming generosity of many charitable donors, the Trust could not survive.'

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves position: below the charity's own stated reserves policy
“As at 30 November 2025 the charity had no free reserves. Unrestricted net current liabilities exceeded current assets by £63,467” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Going concern: noted by the trustees or auditor
“The accounts have been prepared on a going concern basis as although the trustees recognise that the Trust is reliant on grant income to help meet their operational costs, they are confident that planned fundraising activities together with investment in sales and marketing activities will be sufficient to generate funds to meet those needs in the next 12 months.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 30/11/2025

  • Volunteers: 20
  • Government income: £20,000 — grants £20,000 (2); 6% of the £340,567 total gross income on the same return

Self-declared on the annual return for the financial year ending 30/11/2024

  • Volunteers: 20
  • Government income: £15,000 — grants £15,000 (1); 5% of the £310,921 total gross income on the same return
  • Has a trading subsidiary

Self-declared on the annual return for the financial year ending 30/11/2023

  • Volunteers: 20
  • Has a trading subsidiary

Source: this charity’s annual returns on the Charity Commission register.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 30/11/2022 (received 05/10/2023, 5 days after the 30/09/2023 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Corporate structure

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

Official officers record.

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook · instagram

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Essex · Norfolk · Suffolk

Income and spending

Financial year endIncomeSpending
30/11/2025£341k£349k
30/11/2024£311k£299k
30/11/2023£177k£232k
30/11/2022£94k£35k
30/11/2021£115k£110k

Common questions

Is THE EXCELSIOR TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity recorded a net expenditure of £8,443 for the year, resulting in unrestricted net current liabilities exceeding current assets by £63,467. The trustees acknowledge the Trust is reliant on grant income and donations to survive, noting that without the 'overwhelming generosity of many charitable donors, the Trust could not survive.' Its FY2025 accounts were independently examined.

Who funds THE EXCELSIOR TRUST?

Funders whose own accounts filings name THE EXCELSIOR TRUST as a grant recipient include THE RANWORTH TRUST 1985, THE ASSOCIATION OF SAIL TRAINING ORGANISATIONS, THE HEADLEY TRUST, The Belstead Ganzoni Charitable Settlement, THE SHIPWRIGHTS CHARITABLE FUND.

Known funders

Grants to this charity found in funders’ own accounts filings.

FunderYearAmountPurpose (as stated by the funder)
THE RANWORTH TRUST 1985FY2022£15kSocial and Welfare
THE RANWORTH TRUST 1985FY2024£8kSocial and Welfare
THE RANWORTH TRUST 1985FY2025£8kSocial and Welfare
THE ASSOCIATION OF SAIL TRAINING ORGANISATIONSFY2022£7kLifeboat grants
THE ASSOCIATION OF SAIL TRAINING ORGANISATIONSFY2021£7kLifeboat grants
THE HEADLEY TRUSTFY2022£5kTowards the recommissioning of the vessel Horace and Hannah.
THE RANWORTH TRUST 1985FY2023£5kSocial and Welfare
The Belstead Ganzoni Charitable SettlementFY2023£5k
THE SHIPWRIGHTS CHARITABLE FUNDFY2024£4kResponsive Donation
THE GOLDCREST CHARITABLE TRUSTFY2022£3k
THE ASSOCIATION OF SAIL TRAINING ORGANISATIONSFY2025£2kHammond Innes Bursaries
THE LESLIE MARY CARTER CHARITABLE TRUSTFY2025£2k
THE LESLIE MARY CARTER CHARITABLE TRUSTFY2023£2k
The Belstead Ganzoni Charitable SettlementFY2022£2kGeneral charitable donations
THE SHIPWRIGHTS CHARITABLE FUNDFY2023£2kResponsive Donation
THE S M B TRUSTFY2023£2k
THE ASSOCIATION OF SAIL TRAINING ORGANISATIONSFY2022£1kHammond Innes Bursaries
THE ASSOCIATION OF SAIL TRAINING ORGANISATIONSFY2021£1kHI Bursaries
LILIAN FRANCES HIND BEQUEST (TRUSTEES OF LADY HIND)FY2025£1k
THE ANNIE TRANMER CHARITABLE TRUSTFY2025£1k
THE ASTOR FOUNDATIONFY2023£1k
LILIAN FRANCES HIND BEQUEST (TRUSTEES OF LADY HIND)FY2021£1kHeritage
THE S M B TRUSTFY2024£1k
THE ANNIE TRANMER CHARITABLE TRUSTFY2024£1k
LILIAN FRANCES HIND BEQUEST (TRUSTEES OF LADY HIND)FY2022£1kHeritage
THE ANNIE TRANMER CHARITABLE TRUSTFY2023£1k
THE ANNIE TRANMER CHARITABLE TRUSTFY2022£1k
THE SHIPWRIGHTS CHARITABLE FUNDFY2021£1kGeneral Charitable Donations - Responsive
THE SHIPWRIGHTS CHARITABLE FUNDFY2022£750
The Belstead Ganzoni Charitable SettlementFY2021£500
THE RANWORTH TRUST 1985FY2021amount not statedSocial and Welfare

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

FunderDateAmountPurpose
Foundation Scotland23/04/2024£2kHarbouring Potential
Sport England03/06/2020£4kCOVID-19 CEF
The National Lottery Community Fund11/02/2015£4kExcelsior Experience Welcome Pack
The National Lottery Community Fund01/02/2012£10kLandsea Life Skills Training
The National Lottery Heritage Fund12/10/2000£5k"Charity to use award to encourage community and educative interest in their historic smack sailing trawler (built 1921) by raising awareness"

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE NORFOLK HERITAGE FLEET TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE EXCELSIOR TRUST£341k—0below—noted
THE NORFOLK HERITAGE FLEET TRUST FY2025£479k—0above—no doubt
THE LADYBIRD BOAT TRUST FY2025£26k—0unclear—no doubt
THE NORFOLK CHARITABLE TRUST FY2026£80k—0unclear—no doubt
OLD ETONIAN TRUST(THE) FY2025£422k——unclear—no doubt
ROYAL SOUTHERN YACHT CLUB TRUST FY2025£61k—0unclear—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.