Finance Score: 0

Governance Score: -4

Support Score: 0

Liabilities <10%: +3
Excess reserves: -3
Large legacies income: +1
Spending falling: -1
Volatile income: -3
Fundraising costs low: +3

Only 4 Trustees: -1
All male board: -3

No supporters identified

Overall GiG Score: -4

THE DAVID CLARKE RAILWAY TRUST

The trust was established to contribute to the education of the public in railway transportation systems e.g. the preservation and operation of locomotives, rolling stock, signalling systems, buildings and the production of educational material and the promotion of events. The trust will continue to focus its attention particularly on the Great Central Railway and groups based there.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
This charity has received considerable income from legacies in recent years
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

There are only 4 trustees
The Board is completely male

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £2,784,636 available, equivalent to 37 months of spending and so may not be able to utilise additional funding
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

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
30/09/22		£1,036	£909	£126	£10	£5,206	£2,785	36.7
30/09/21		£1,939	£196	£1,743	£9	£5,053	£3,149	192.4
30/09/20		£881	£950	£-69	£8	£3,445	£2,237	28.3
30/09/19		£1,463	£1,390	£74	£10	£3,486	£2,215	19.1
30/09/18		£2,232	£1,205	£1,028	£11	£3,374	£2,502	24.9
30/09/17		£544	£1,922	£-1,378	£8	£2,326	£1,816	11.3
30/09/16		£955	£347	£608	£11	£3,543	£2,021	69.8
30/09/15		£1,245	£870	£375	£17	£2,871	£1,598	22
30/09/14?		£1,620	£945	£675	£16	£2,473	£1,362	17.3
31/07/13		£582	£387	£195	£6	£1,772	£1,326	41.1
31/07/12		£750	£465	£285	£6	£1,613	£1,428	36.9
31/07/11	*	£475	£543	£-68	£0	£0	£0	n/a
31/07/10		£306	£139	£167	£0	£0	£0	n/a
31/07/09		£594	£297	£297	£9	£1,433	£1,235	49.8
31/07/08	*	£437	£314	£124	£0	£0	£0	n/a
31/07/07		£141	£102	£39	£0	£0	£0	n/a
31/07/06		£83	£33	£50	£0	£0	£0	n/a
31/07/05		£561	£15	£546	£0	£0	£0	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 1%
Fundraising Costs/Total Spending: 1.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 53%
Reserves/Spending: 36.7 months
Net Current Assets/Spending: 47 months
Quick Ratio: 60.4

Asset Split ?

Established: 20 years

www.gcrailway.co.uk/dcrt

malcfreckelton@aol.com

01509214564

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Makes Grants to Organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

CLIVE IAN BAINES (Chair)

KEITH MARTIN LLOYD

MALCOLM FRECKELTON, Other trusteeships: THE ROBERT MOSS CHARITY, THE SHUTTLEWOOD CLARKE FOUNDATION, EAST MIDLANDS RAILWAY TRUST,

ROBERT STEPHENS

Legal constitution

Charity registered in England & Wales on 12/07/2004, number: 1104839

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Risk management

Filing Record

18 returns made; AR11: 1 days late, AR08: 5 days late,

Recent reorganisation events:

Asset transfer in from THE KEITH ROBEY CHARITABLE TRUST on 22/01/2021

Main office

3 Wharncliffe Road
Loughborough
LE11 1SL

Objectives

TO ADVANCE THE EDUCATION FOR THE PUBLIC BENEFIT IN ALL KINDS OF RAILWAY TRANSPORTATION SYSTEMS, FIXTURES, SIGNALLING AND OTHER MEANS OF EDUCATIONAL DISPLAY RELATING THERETO.

Defined Area of Benefit:

NOT DEFINED.

Data Sources