Finance Score: 0

Governance Score: 3

Support Score: 4

No PartB

Good trustee age range: +3
Dynamic board: +3
All male board: -3

Large volunteers +3
Grant maker support: +1

Overall GiG Score: 7

THE SOMERSET AND DORSET RAILWAY TRUST LTD.

The Trust aims to keep alive the history and importance of the Somerset & Dorset Railway and its predecessor companies, through the preservation, custodianship, display and interpretation of material evidence. Furthermore to promote and facilitate public understanding of the significance of the Somerset & Dorset Railway as a major cross country rail route.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

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

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
31/12/22	£201	£47	£154	n/a	n/a	n/a	n/a	n/a	45
31/12/21	£85	£72	£12	n/a	n/a	n/a	n/a	n/a	50
31/12/20	£82	£35	£47	n/a	n/a	n/a	n/a	n/a	50
31/12/19	£59	£51	£8	n/a	n/a	n/a	n/a	n/a	40
31/12/18	£54	£45	£9	£0	£0	£0	n/a	0	40
31/12/17	£43	£54	£-10	£0	£0	£0	n/a	0	0
31/12/16	£70	£142	£-73	£0	£0	£0	n/a	0	0
31/12/15	£76	£68	£8	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 10 years

www.sdrt.org

info@sdrt.org

01308 422131

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Museums, parks, historical sites

How it operates

Other charitable activities

Where it operates

Bath And North East Somerset, Bournemouth, Dorset, Hampshire, North Somerset, Poole, Somerset,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
45 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
National Lottery Heritage Fund - Grant to Somerset and Dorset Railway Trust
£4,300	02/09/2020	Covid Shutdown Emergency Funding
National Lottery Heritage Fund - Grant to Somerset and Dorset Railway Trust
£14,700	13/06/2018	Somerset and Dorset Railway Trust, a review of opportunities and resources to continue activities
National Lottery Heritage Fund - Grant to Somerset & Dorset Railway Trust
£58,000	16/09/2015	S&D 50: Commemorating the 50th Anniversary of Closure of the Somerset & Dorset Railway

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 24-74

ANTHONY NIGEL DAVIES Appointed: 2014, Occupation: Retired

MARK STANISTREET Appointed: 2021, Occupation: Consultant

ROBERT BENTLEY Appointed: 2023, Occupation: Museum Operations Manager

ROGER HARDINGHAM Appointed: 2017, Occupation: Author/Film Maker

RODERICK DAVID WILLIAM ORMSTON Appointed: 2016, Occupation: Electrical Engineer

Legal constitution

Charitable company registered in England & Wales on 14/10/2014, number: 1158865
Registered at Companies House on 18/03/2014, number: 08945535

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

8 returns made; all on time

Main office

2 Victoria Grove
BRIDPORT
Dorset
DT6 3AA

Objectives

1) TO ADVANCE THE EDUCATION OF THE PUBLIC ABOUT THE HISTORY AND SOCIAL AND ECONOMIC IMPACT OF THE SOMERSET & DORSET RAILWAY, ITS ANTECEDENTS AND ITS SUCCESSORS, ON LOCAL COMMUNITIES, IN THE CONTEXT OF BRITAIN?S RAILWAY HERITAGE.2) TO ESTABLISH AND MAINTAIN A MUSEUM FOR THE BENEFIT OF THE PUBLIC RELATING TO THE SOMERSET & DORSET RAILWAY AND RAILWAY HERITAGE GENERALLY, AND TO PRESERVE OR RESTORE HISTORIC RAILWAY ITEMS FOR PUBLIC DISPLAY AND DEMONSTRATION.3) TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION OR OTHER LEISURE TIME OCCUPATION OF ALL INDIVIDUALS, INCLUDING THOSE WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABILITY, FINANCIAL HARDSHIP OR SOCIAL CIRCUMSTANCES, WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.

Data Sources