Finance Score: 0

Governance Score: -2

Support Score: 0

No PartB

No volunteer policy: -2
Dynamic board: +3
All male board: -3

Large volunteers +3

Overall GiG Score: 1

EAST MIDLANDS RAILWAY TRUST

To preserve,operate and exhibit for the public benefit, for educational and instructional purposes, and to stimulate and encourage interest in all kinds of railway transportation systems, vehicles and equipment to foster and support railway preservation and to raise funds for and to acquire or to assist in acquiring railway engines, rolling stock, ancillary and other equipment, and buildings.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
The Board is completely male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently and was substantially in excess of spending in the latest year

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
31/01/23	£51	£26	£24	n/a	n/a	n/a	n/a	n/a	10
31/01/22	£33	£31	£2	n/a	n/a	n/a	n/a	n/a	10
31/01/21	£29	£51	£-22	n/a	n/a	n/a	n/a	n/a	2
31/01/20	£151	£19	£132	n/a	n/a	n/a	n/a	n/a	8
31/01/19	£175	£22	£153	n/a	n/a	n/a	n/a	n/a	1
31/01/18	£32	£40	£-9	£0	£0	£0	n/a	0	0
31/01/17	£24	£46	£-21	£0	£0	£0	n/a	0	0
31/01/16	£24	£47	£-24	£0	£0	£0	n/a	0	0
31/01/15	£24	£21	£3	£0	£0	£0	n/a	0	0
31/01/14	£39	£46	£-7	£0	£0	£0	n/a	0	0
31/01/13	£56	£16	£40	£0	£0	£0	n/a	0	0
31/01/12	£36	£54	£-17	£0	£0	£0	n/a	0	0
31/01/11	£99	£47	£52	£0	£0	£0	n/a	0	0
31/01/10	£139	£1	£138	£0	£0	£0	n/a	0	0
31/01/09	£48	£1	£47	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 16 years
(34 years as a company)

https://emrtrust.co.uk/

01159405705

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Provides buildings/facilities/open space

Where it operates

Nottingham City, Nottinghamshire,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 56-76

CLIVE IAN BAINES Appointed: 2021, Occupation: Trustee

DAVID JOHN MORRIS Appointed: 2002, Occupation: Lecturer

DAVID GEOFFREY REGINALD SLACK Appointed: 2020

MALCOLM FRECKELTON Appointed: 2011, Occupation: Director, Other trusteeships: THE ROBERT MOSS CHARITY, THE SHUTTLEWOOD CLARKE FOUNDATION, THE DAVID CLARKE RAILWAY TRUST,

PETER THOMAS MORLEY Appointed: 2021, Occupation: Accountant, Other trusteeship: THE PADDLE STEAMER PRESERVATION SOCIETY,

PROFESSOR DAVID CAMERON RAE (Chair) Appointed: 2021, Occupation: Professor Of Enterprise

Legal constitution

Charitable company registered in England & Wales on 03/07/2008, number: 1124830
Registered at Companies House on 14/03/1990, number: 02481338

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Social media policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

15 returns made; all on time

Main office

Harrison Beale & Owen
Highdown House
11 Highdown Road
Leamington Spa
CV31 1XT

Objectives

THE CHARITY'S OBJECTS ( THE OBJECTS ) ARE;THE ADVANCEMENT OF EDUCATION OF THE PUBLIC IN THE HISTORY AND DEVELOPMENT OF RAILWAY TRANSPORT SYSTEMS IN PARTICULAR, BUT NOT EXCLUSIVELY, BY;A) THE PRESERVATION, OPERATION AND EXHIBITING OF RAILWAY VEHICLE SYSTEMS, EQUIPMENT AND ARTEFACTS; ANDB) EDUCATION AND TRAINING IN THE MAINTENANCE, RESTORATION AND OPERATION OF HISTORIC RAILWAY AND ROAD VEHICLES.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, NATIONAL

Data Sources