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

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

Latest income
£311k
Latest spending
£299k
Registered
1983
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that the charity requires continued financial support through grants to maintain its going concern status, with trustees actively applying for such funding. The independent examiner confirmed that no material matters were identified during the examination of the financial statements for the year ended 30 November 2024.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Going concern: noted by the trustees or auditor
“During my examination I have considered the adequacy of the disclosure in note 2(m) to the financial statements concerning the charity's ability to continue as a going concern. The results for the year ended 30 November 2024 indicate a need for the charity to continue to receive financial support through grants, which the Trustees are actively applying for.” — page 7
Per its FY2024 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 3 of 6 completeness components.

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
30/11/2024£311k£299k
30/11/2023£177k£232k
30/11/2022£94k£35k
30/11/2021£115k£110k
30/11/2020£115k£110k

Common questions

Is THE EXCELSIOR TRUST financially healthy?

Per its FY2024 accounts: The accounts state that the charity requires continued financial support through grants to maintain its going concern status, with trustees actively applying for such funding. The independent examiner confirmed that no material matters were identified during the examination of the financial statements for the year ended 30 November 2024. Its FY2024 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 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 TRUSTFY2023£2k
THE SHIPWRIGHTS CHARITABLE FUNDFY2023£2kResponsive Donation
The Belstead Ganzoni Charitable SettlementFY2022£2kGeneral charitable donations
THE S M B TRUSTFY2023£2k
THE ASSOCIATION OF SAIL TRAINING ORGANISATIONSFY2022£1kHammond Innes Bursaries
THE ASTOR FOUNDATIONFY2023£1k
THE ANNIE TRANMER CHARITABLE TRUSTFY2023£1k
THE S M B TRUSTFY2024£1k
THE ANNIE TRANMER CHARITABLE TRUSTFY2024£1k
LILIAN FRANCES HIND BEQUEST (TRUSTEES OF LADY HIND)FY2021£1kHeritage
LILIAN FRANCES HIND BEQUEST (TRUSTEES OF LADY HIND)FY2025£1k
LILIAN FRANCES HIND BEQUEST (TRUSTEES OF LADY HIND)FY2022£1kHeritage
THE ANNIE TRANMER CHARITABLE TRUSTFY2025£1k
THE SHIPWRIGHTS CHARITABLE FUNDFY2022£750

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 EXAIREO TRUST LIMITED.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE EXCELSIOR TRUST£311k——unclear—noted
THE EXAIREO TRUST LIMITED FY2025£1.2m—0unclear—no doubt
THE MASTER PILOTS AND SEAMEN OF THE CORPORATION OF THE TRINITY HOUSE, NEWCASTLE UPON TYNE FY2024£189k—0above—no doubt
Vigilance of Brixham FY2025£688k—0above—noted
THE PORTISHEAD NAUTICAL TRUST FY2025£118k—0unclear—no doubt
THE CONWAY MERCHANT NAVY TRUST FY2025£132k—0unclear—no doubt

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