Ulster New Zealand Trust
Company Limited by Guarantee
Trustees, Annual Report (Incorporating the Director's Report)
Year ended 31 December 2023
The trustees, who are also Ihe directors for the purposes ol company law, present their report and the
unaudited financial slalements of the charity for the year ended 31 December 2023.
Reference and adminislrative details
Registered charity name
Ulster New Zealand Trust
Charity registralion number
100338
Company registration number N1024513
Principal office and registered The Ballance House
off ice
118a Lisburn Road
Glenavy
Co. Anlrim
BT29 4NY
Northern Ireland
The trustees
Mr A Eves
Mr F Hall
Prof S Stockman
Mrs H Baird
Mr B Bloomfield
Mr D Twigg
Mr T Hendry- Hone.',ary Treasurer
Mr P Hewitt - C.'iairperson
Mrs M Madden
{Resigned 3 February 20231
(Appointed 10 July 20231
Independent examiner
John Magee FCA
631 Lisburn Road
Bellasl
BT9 7GT
Structure, governance and management
The charity is a company limited by guarantee and is governed by its Memorandum and Articles ol
Association. The company is not for profit and limited by guarantee, the liability ol the members being
limited lo £Nil.
The organisation is governed by its Board of Directors who are also Trustees and who meet on a
regular basis.

Ulster New Zealand Trust
Company Limited by Guarantee
Trustees. Annual Report (Incorporating the Director's Report) {￿ntInued)
Year ended 31 December 2023
Oblectives and acllvities
The preservalion of The Ballance House and the furtherance of public education.
The charivs objectives and actFVities are to advance public education by the restoration and use of the
building known as Ballance House, birth place ol John Ballance. political reformer and Prime Minister
of New Zealand 1891-93, and to increase history of the part played by Ulster men and women in the
political, sociai and economic development of New Zealand during this time.
The Trustees confirm that they have complied with the requiremenls of the Charities Act to have due
regard to the public benefit guidance published by the Charity Commission for Northern Ireland.
Slrateglc report
The following sections for achievements and performance and financiai review fom) the strategic
report of the charity.
Achlevements and performance
In 2023 a full programme of events, Spring Fair. Strawberry Fayre. Autumn Fair and Christmas event
was held. These were well attended and successful occasions - we are grateful to our Volunteers
whose Work ensured that this was the case. Special Events: Wailangi Day Lunch, ANZAC Day service
of commemoration and a Coronation Celebration event (funded by a Grant from the Lisbum and
Castlereagh Cty Council). during which a commemorative bench was unveiled. were also held.
Organised Group bookings continued as did Sunday afternoon and Public Holiday openings (April to
September}. In the 2022 Report the Directors expressed concern about the post covid fall in the
number of Sunday afternoon visrtors that had been experienced.
This concern remains.
Nevertheless, the Directors are pleased to confirm that the Trust continues to enjoy sound financial
health.
Work continues to develop Ihe exhibition areas and to maintain the premises. In 2023 the
quinquennial inspection of the Ballance House fixed wiring installations was conducted and the minor
issues raised in the report were addressed. In addition. the Tea Barn was redecorated and recewed
new vinyl flooring. The Cottage Room was also redecorated and work on a revised display of
photographs commenced.
The Dir8¢tors are pleased to report that the Trust continues to enjoy strong financial health.
Flnanclal revlew
The company had net outgoing resources of £8.152 {2022: income £645) leaving unrestricted funds of
£59.668 {2022.- £63.765) and restricted funds of £5,669 (2022: £10,427}. Where resources permit, the
directors seek to carry forward sufficient income to meet anticipated future expenditure.

Ulster New Zealand Trust
Company Limited by Guarantee
Trustees. Annual Report (Incorporating the Director's Report) (￿ntInUed)
Year ended 31 December 2023
The trustees, annual report and the strategic report were approved on 4 July 2024 and signed on
behalf of the board of Irustees by=
Mr F Hall
Trustee
Mr D Twigg
Trustee