Finance Score: 0

Governance Score: 8

Support Score: 0

No PartB

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 8

NATIONAL TRACTION ENGINE TRUST

To encourage and promote public interest in the preservation of historical steam powered road vehicles, fairground and agricultural equipment and to promote safe operation, maintenance, repair and exhibition of such equipment by organising training programmes, publication of books and codes of practice and by supporting skills development programmes for youngsters and adults.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive benefits from the charity
There are 16 trustees whereas the Charities Commission recommends a maximum of 12

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
31/03/23	*	£139	£94	£45	n/a	n/a	n/a	n/a	n/a	0
31/03/22		£66	£56	£10	n/a	n/a	n/a	n/a	n/a	89
31/03/21		£62	£57	£5	n/a	n/a	n/a	n/a	n/a	89
31/03/20		£86	£99	£-13	n/a	n/a	n/a	n/a	n/a	89
31/03/19		£109	£103	£6	n/a	n/a	n/a	n/a	n/a	93
31/03/18		£99	£109	£-10	£0	£0	£0	n/a	0	0
31/03/17		£110	£105	£4	£0	£0	£0	n/a	0	0
31/03/16		£104	£105	£-1	£0	£0	£0	n/a	0	0
31/03/15		£126	£139	£-14	£0	£0	£0	n/a	0	0
31/03/14		£116	£105	£11	£0	£0	£0	n/a	0	0
31/03/13		£122	£99	£23	£0	£0	£0	n/a	0	0
31/03/12		£123	£112	£11	£0	£0	£0	n/a	0	0
31/03/11		£161	£129	£32	£0	£0	£0	n/a	0	0
31/03/10		£118	£125	£-7	£0	£0	£0	n/a	0	0
31/03/09		£125	£125	£0	£0	£0	£0	n/a	0	0
31/03/08		£120	£115	£5	£0	£0	£0	n/a	0	0
31/03/07		£120	£119	£1	£0	£0	£0	n/a	0	0
31/03/06		£120	£114	£6	£0	£0	£0	n/a	0	0
31/03/05		£127	£142	£-15	£0	£0	£0	n/a	0	0
31/03/04		£103	£94	£9	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 39 years
(47 years as a company)

www.ntet.co.uk

ntet@ntet.co.uk

01527 62345

Charity Commission for England and Wales

Listed activities

Amateur Sport
Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides human resources

Where it operates

Throughout England And Wales,

Who it helps

Other Defined Groups
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (16)

Current Trustees appointed

Gender Split

Age Range of Trustees: 30-79

AMY REYNOLDS Appointed: 2022, Occupation: Company Director

ANNE WHITTINGSTALL Appointed: 2022, Occupation: Company Director

CHARLOTTE EMILY GARBETT Appointed: 2023, Occupation: Solicitor

JOHN EDWARD WYE Appointed: 2023, Occupation: Trustee

LOUISE ELISABETH MAUNDER Appointed: 2020, Occupation: Housewife

THOMAS ATTWOOD Appointed: 2022, Occupation: Company Director

ANTONY SEDDON Appointed: 2007, Occupation: Specialist Training Adviser

CHRISTOPHER BOSWORTH Appointed: 2013, Occupation: Computer Programmer

DENISE JOYCE SEARLE Appointed: 2019, Occupation: Company Director

JAMES RICHARD PHILIP HUNTLEY Appointed: 2019, Occupation: Design Engineer

JOHN DURLING Appointed: 2016, Occupation: Railway Support Engineer

KATHRYN MARIE SMITH Appointed: 2014, Occupation: Medical Secretarial Assistant

MARK ANTHONY WAITE Appointed: 2014, Occupation: Hgv Recovery Technician

JOSEPH ANDREW BLACK Appointed: 2019, Occupation: Consultant, Other trusteeship: NO FALLS FOUNDATION,

ROBERT GUY SIDDALL Appointed: 2005, Occupation: Mining Consultant, Other trusteeship: YORKSHIRE MINERS' WELFARE TRUST FUND SCHEME,

ROBERT DAVID CLIFFORD-WING Appointed: 2019, Occupation: Mining Consultant, Other trusteeships: THE NATIONAL LOBSTER HATCHERY, FRIENDS OF THE CHURCH OF ST. PHILLEIGH,

Legal constitution

Charitable company registered in England & Wales on 09/09/1985, number: 291578
Registered at Companies House on 11/03/1977, number: 01302197

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR23: 16 days late,

Main office

Virginia Cottage
Upper Vobster
RADSTOCK
BA3 5SA

Objectives

A) TO SECURE FOR THE PUBLIC BENEFIT THE PRESERVATION RESTORATION IMPROVEMENT ENHANCEMENT AND MAINTENANCE OF STEAM TRACTION ENGINES AND OTHER STEAM ROAD VEHICLES, INCLUDING PORTABLE STEAM ENGINES OF HISTORIC AND EDUCATIONAL VAULE. B) TO FURTHER THE EDUCATION OF THE PUBLIC IN THE HISTORICAL AND GENERAL DEVELOPMENT OF STEAM TRACTION ENGINES AND OTHER STEAM ROAD VIHICLES.

Defined Area of Benefit:

NOT DEFINED

Data Sources