Finance Score: 0

Governance Score: -6

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

No volunteer policy: -2
Static board: -3
Mainly male board: -1

No supporters identified

Overall GiG Score: -6

BALA LAKE RAILWAY TRUST

To advance enjoyment, education and learning and to promote regional public benefit through the restoration, maintenance and exhibition by operation steam locomotives, rolling stock and other railway artefacts directly associated with the slate industry of north Wales and in particular those regions of Dinorwic and Penrhyn.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
The Board is predominantly male
The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

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
30/04/23	£111	£235	£-125	n/a	n/a	n/a	n/a	n/a	10
30/04/22	£84	£112	£-28	n/a	n/a	n/a	n/a	n/a	10
30/04/21	£151	£103	£48	n/a	n/a	n/a	n/a	n/a	10
30/04/20	£128	£68	£60	n/a	n/a	n/a	n/a	n/a	10
30/04/19	£73	£28	£46	n/a	n/a	n/a	n/a	n/a	50
30/04/18	£34	£32	£2	£0	£0	£0	n/a	0	0
30/04/17	£109	£9	£101	£0	£0	£0	n/a	0	0
30/04/16	£36	£8	£28	£0	£0	£0	n/a	0	0
30/04/15	£18	£0	£17	£0	£0	£0	n/a	0	0
30/04/14	£1	£0	£1	£0	£0	£0	NAN	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 11 years

www.balalakerailwaytrust.org.uk

info@balalakerailwaytrust.org.uk

01749342529

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations

Where it operates

Gwynedd,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

Unknown number of employees
10 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

ROGER HINE Appointed: 2014

SQUADRON LEADER TOBY KENNETH WATKINS Appointed: 2013

STEVE VALENTINE Appointed: 2018

JULIAN PETER CHARLES BIRLEY (Chair) Appointed: 2013, Other trusteeship: THE LOCOMOTIVE CONSERVATION AND LEARNING TRUST,

STEVE DAVIES Appointed: 2017, Other trusteeships: THE A1 STEAM LOCOMOTIVE TRUST, THE FRIENDS OF THE SIERRA LEONE NATIONAL RAILWAY MUSEUM, THE ARMY MUSEUMS OGILBY CIO,

CHRISTINA LILLIAN KENNEDY Appointed: 2013, Occupation: Non Executive Director, Other trusteeship: CARYMOOR ENVIRONMENTAL TRUST,

Legal constitution

Charity registered in England & Wales on 30/04/2013, number: 1151841

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

10 returns made; all on time

Recent reorganisation events:

Asset transfer in from HAMPSHIRE NARROW GAUGE RAILWAY TRUST on 23/06/2020

Main office

Allways
West Shepton
Shepton Mallet
BA4 5UH

Objectives

THE OBJECTS OF THE CHARITY ARE TO ADVANCE EDUCATION AND LEARNING AND TO PROMOTE PUBLIC BENEFIT THROUGH THE PRESERVATION, RESTORATION, MAINTENANCE AND EXHIBITION OF STEAM RAILWAY LOCOMOTIVES AND OTHER RAILWAY ARTEFACTS, ESTABLISHING FACILITIES FOR THE SAFE-KEEPING AND EXHIBITION OF THEM AND THE PROVISION OF INFORMATION AND EDUCATION ABOUT THE HISTORY OF SUCH LOCOMOTIVES AND OTHER RAILWAY ARTEFACTS DIRECTLY ASSOCIATED WITH THE SLATE INDUSTRY OF NORTH WALES AND IN PARTICULAR THOSE REGIONS OF DINORWIC AND PENRHYN. IT IS TO ESTABLISH FACILITIES FOR THE SUSTAINABLE SAFE KEEPING AND EXHIBITION OF THEM AND THE PROVISION OF INFORMATION FOR EDUCATION AND LEARNING ABOUT THE HISTORY OF SUCH LOCOMOTIVES, ROLLING STOCK AND ASSOCIATED ARTEFACTS OF THE SLATE INDUSTRY.

Data Sources