Finance Score: -4

Governance Score: -3

Support Score: 5

Poor Liquidity: -1
Positive trading contribution: +2;Strong growth: +2
Multiple Deficits: -2
Fundraising costs high: -5

All male board: -3

Grant maker support: +5

Overall GiG Score: -2

VINTAGE TRAINS CHARITABLE TRUST

The principal activity and object is to encourage and promote public interest in the preservation of steam and other railway locomotives and rolling stock of historical importance. The company continues with the restoration of locomotives and rolling stock.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
More than half of total income was derived from trading and fees in the latest year
There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

The Board is completely male

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
On several occasions in recent years income has been less than spending
Fundraising costs are extremely high relative to funds raised

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	*	£4,025	£3,987	£38	£3,833	£277	£165	0.5	44	70
31/03/22		£1,596	£1,871	£-274	£0	£240	£126	0.8	33	150
31/03/21		£1,300	£1,604	£-305	£0	£514	£379	2.8	35	450
31/03/20?		£3,462	£4,178	£-715	£0	£819	£557	1.6	56	80
31/12/18		£2,541	£2,305	£235	£2,105	£1,080	£573	3	29	80
31/12/17		£1,922	£2,522	£-600	£0	£276	£274	1.3	20	0
31/12/16		£1,362	£1,384	£-22	£0	£876	£876	7.6	20	0
31/12/15		£1,430	£1,411	£19	£10	£898	£898	7.6	20	0
31/12/14		£1,535	£1,427	£108	£9	£879	£879	7.4	20	0
31/12/13		£1,472	£1,334	£138	£8	£771	£771	6.9	20	0
31/12/12		£1,317	£1,176	£141	£8	£633	£633	6.5	15	0
31/12/11		£1,266	£1,185	£81	£6	£492	£492	5	15	0
31/12/10		£1,082	£1,121	£-39	£1,057	£281	£273	2.9	14	0
31/12/09		£1,173	£983	£190	£4	£310	£302	3.7	13	0
31/12/08?		£134	£426	£-293	£0	£0	£0	n/a	0	0
31/12/05?		£65	£31	£34	£0	£0	£0	n/a	0	0
31/03/04		£32	£71	£-39	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 6535.2%
Fundraising Costs/Total Spending: 96.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 82%
Liabilities/Income: 31%
Unrestricted Funds/Total Funds: 59%
Reserves/Spending: 0.5 months
Net Current Assets/Spending: 0 months
Quick Ratio: 0.3

Asset Split ?

Established: 30 years

www.vintagetrains.co.uk

phil.sturgeon@vintagetrains.co.uk

07903103743

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides services

Where it operates

Birmingham City,

Who it helps

The General Public/Mankind

Who works here?

44 employees
70 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
DCMS - CRF21: Vintage Trains Charitable Trust
£97,400	08/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - CRF20 Vintage Trains Charitable Trust
£194,800	14/10/2020	Culture Recovery Fund for Heritage 2020-21
National Lottery Heritage Fund - Grant to Vintage Trains Charitable Trust
£49,900	30/07/2020	COVID19: Vintage Trains Charitable Trust
National Lottery Heritage Fund - Grant to Vintage Trains
£90,000	24/07/2017	Vintage Trains: Engineering the future

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 51-79

IAN JOSEPH BERTRAM Appointed: 2022, Occupation: Director And Principal Consultant

MICHAEL GEORGE GILBERT BSC FCA

MR VIC MICHEL, Occupation: Chartered Surveyor

CHRISTOPHER MICHAEL WHITEHOUSE (Chair) Appointed: 1993, Occupation: Solicitor, Other trusteeship: 7029 CLUN CASTLE LIMITED,

DAVID WILLIAM KEAY Appointed: 2020, Occupation: Engineering Consultant, Other trusteeships: 7029 CLUN CASTLE LIMITED, ROTHER VALLEY RAILWAY HERITAGE TRUST, MODERN ELECTRIC TRAMWAYS LIMITED,

RICHARD GRAHAM THORNE Appointed: 2022, Occupation: Chartered Surveyor, Other trusteeship: 7029 CLUN CASTLE LIMITED,

RICHARD JOHN CADGE Appointed: 2021, Occupation: Consulting Engineer, Other trusteeship: 6880 BETTON GRANGE (SOCIETY) LIMITED,

Legal constitution

Charitable company registered in England & Wales on 19/09/1994, number: 1040904
Registered at Companies House on 27/08/1993, number: 02848449

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment 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
Risk management
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

Filing Record

17 returns made; AR23: 1 days late,

Main office

Vintage Trains
670 Warwick Road
Tyseley
BIRMINGHAM
B11 2HL

Objectives

TO ENCOURAGE AND TO PROMOTE PUBLIC INTEREST IN THE PRESERVATION OF STEAM AND OTHER RAILWAY LOCOMOTIVES AND ROLLING STOCK, MACHINERY AND EQUIPMENT OF HISTORICAL INTEREST, AND IN RAILWAYS, LOCOMOTIVES, ROLLING STOCK AND RAILWAY MACHINERY AND EQUIPMENT GENERALLY.

Defined Area of Benefit:

NOT DEFINED

Data Sources