Finance Score: -3

Governance Score: 5

Support Score: 5

Liabilities <10%: +3
Excess liquidity: -1
Multiple Deficits: -2
Fundraising costs high: -3

Good trustee age range: +3
Dynamic board: +3
Mainly male board: -1

Grant maker support: +5

Overall GiG Score: 7

THE TRAMWAY MUSEUM SOCIETY

The charity owns and maintains the Crich Tramway Village, home of the National Tramway Museum at Crich Derbyshire, which is devoted to tramways and allied interests.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has a robust balance sheet
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 predominantly male

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end
On several occasions in recent years income has been less than spending
Fundraising costs are extremely high relative to funds raised

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		£1,876	£2,113	£-236	£490	£5,918	£2,956	16.8	44	230
31/03/22		£1,880	£2,029	£-149	£446	£5,963	£2,924	17.3	39	230
31/03/21		£1,486	£1,643	£-158	£359	£5,939	£2,826	20.6	39	279
31/03/20		£3,095	£2,543	£552	£577	£6,234	£3,139	14.8	54	248
31/03/19		£2,310	£2,290	£21	£575	£5,558	£2,319	12.2	46	620
31/03/18		£2,263	£2,173	£90	£597	£5,601	£2,660	14.7	65	0
31/03/17		£2,444	£2,279	£165	£600	£5,476	£2,607	13.7	49	0
31/03/16		£2,287	£2,007	£280	£563	£5,352	£2,428	14.5	49	0
31/03/15		£1,782	£2,045	£-264	£560	£4,976	£2,321	13.6	30	0
31/03/14		£1,844	£1,839	£5	£52	£5,326	£2,586	16.9	30	0
31/03/13		£1,786	£1,823	£-37	£49	£5,237	£2,474	16.3	31	0
31/03/12		£2,411	£1,897	£515	£60	£5,332	£2,613	16.5	33	0
31/03/11		£2,215	£1,859	£356	£37	£4,878	£2,545	16.4	33	0
31/03/10		£2,120	£1,782	£337	£42	£4,445	£2,489	16.8	34	0
31/03/09		£1,764	£1,600	£164	£32	£4,192	£2,573	19.3	32	0
31/03/08		£1,690	£1,516	£173	£37	£3,998	£2,418	19.1	28	0
31/03/07		£1,572	£1,410	£162	£35	£3,863	£2,304	19.6	28	0
31/03/06?	*	£1,851	£2,003	£-152	£0	£0	£0	n/a	0	0
31/10/04		£1,928	£1,310	£618	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 34.8%
Fundraising Costs/Total Spending: 23.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 4%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 50%
Reserves/Spending: 16.8 months
Net Current Assets/Spending: 16 months
Quick Ratio: 11.9

Asset Split ?

Established: 61 years

www.tramway.co.uk

enquiry@tramway.co.uk

01773 854 321

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Other charitable activities

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
The General Public/Mankind

Who works here?

44 employees
230 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 National Tramway Museum
£250,000	16/07/2020	COVID19: National Tramway Museum
DCMS - Crich Tramway Village 2021
£204,746	01/04/2020	To support Arts and Culture throughout England
National Lottery Heritage Fund - Grant to National Tramway Museum
£84,800	15/03/2018	Exploring the historic landscape of Crich Tramway Village
The Pilgrim Trust - Grant to Tramway Museum Society
£10,000	14/02/2018 5	Restoring a 19th century Tram Cabmen's Shelter at the National Tramway Museum
National Lottery Heritage Fund - Grant to National Tramway Museum
£7,600	13/04/2017	Conversations and Memories, a commemoration of tramway families through the First World War
DCMS - DCMS/Wolfson Museums and Galleries Improvement Fund
£100,000	01/04/2017	The DCMS/Wolfson Museums and Galleries Improvement Fund has four objectives: to increase the number of artefacts on display, to improve physical access to collections, to improve access for disabled ....more The DCMS/Wolfson Museums and Galleries Improvement Fund has four objectives: to increase the number of artefacts on display, to improve physical access to collections, to improve access for disabled visitors, and to improve the quality of interpretation. The scheme is open to four categories of museums and galleries.
National Lottery Heritage Fund - Grant to National Tramway Museum
£73,900	22/09/2016	Tramsformation: Making a resilient and sustainable Tramway Museum

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 35-74

GRAEME PAUL WIGGLESWORTH Appointed: 2024, Occupation: Engineering Manager

JAMES ALEXANDER BLYTHE Appointed: 2021, Occupation: Transport Planner

NICHOLAS JAMES STURGESS Appointed: 2023, Occupation: Library Manager

PETER MILTON Appointed: 2021, Occupation: Retired

ANDREW MARK PENDLETON Appointed: 2016, Occupation: Crown Court Clerk

DAVID FRODSHAM Appointed: 2016, Occupation: Retired

DAVID WEBB Appointed: 2019, Occupation: Nuclear Engineer

IAN DAVID PLEACE Appointed: 2020, Occupation: Chartered Accountant, Other trusteeship: RELATE,

PHILIP MARTIN BENHAM Appointed: 2021, Occupation: Retired, Other trusteeships: THE FRIENDS OF THE NATIONAL RAILWAY MUSEUM, THE GRESLEY SOCIETY TRUST,

KAREN RITA RIGG (Chair) Appointed: 2015, Occupation: None, Other trusteeship: HIGH PEAK CVS,

Legal constitution

Charitable company registered in England & Wales on 02/04/1963, number: 313615
Registered at Companies House on 17/12/1962, number: 00744229

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

19 returns made; AR06: 16 days late,

Main office

National Tramway Museum
Matlock Road
Crich
MATLOCK
DE4 5DP

Objectives

4 The Society’s objects (‘Objects’) are specifically restricted to the following:For the public benefit to advance education and to promote the preservation of tramways, light railways, and other historical vehicles, buildings and equipment, and items of general transport interest of scientific importance or educational value, in particular but not exclusively by:(a) Maintaining an operating tramway museum; (b) Arranging exhibitions to demonstrate the working of tramway and light railway carriages and other historical vehicles; and(c) Promoting study and research into the historical, scientific, and social aspects of tramways, light railways and other historical vehicles by maintaining a library and archive of books, photographs, films, videos and electronic data.

Defined Area of Benefit:

NOT DEFINED

Data Sources