Finance Score: 1

Governance Score: 6

Support Score: 3

Excess reserves: -2
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3

Grant maker support: +3

Overall GiG Score: 10

NORTH YORKSHIRE MOORS RAILWAY TRUST

A living museum providing educational experiences of operating UK railway heritage, preservation and access to historic steam and diesel locomotives, carriages, structures, artefacts and archives, with the welfare benefits of volunteering opportunities and conservation of its species rich lineside environment in a National Park.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £16,974,610 available, equivalent to 24 months of spending and so may not be able to utilise additional funding

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
28/02/23		£7,868	£8,387	£-519	£307	£17,998	£16,975	24.3	134	1,018
28/02/22		£9,611	£7,200	£2,411	£231	£18,518	£12,536	20.9	101	1,147
28/02/21		£9,906	£5,539	£4,368	£246	£16,107	£11,617	25.2	98	1,147
29/02/20		£8,855	£7,605	£1,250	£1,838	£11,739	£8,039	12.7	105	750
28/02/19		£7,791	£6,922	£869	£298	£10,489	£6,714	11.6	106	750
28/02/18		£7,711	£6,110	£1,601	£322	£8,763	£5,929	11.6	111	0
28/02/17		£7,202	£6,251	£951	£116	£8,019	£5,277	10.1	130	0
29/02/16?		£6,758	£6,926	£-169	£1,830	£6,211	£3,604	6.2	126	0
31/12/14		£8,483	£7,825	£658	£3,425	£6,637	£3,873	5.9	120	0
31/12/13		£6,395	£5,654	£741	£1,461	£5,979	£3,236	6.9	117	0
31/12/12		£5,450	£5,468	£-18	£1,345	£5,238	£2,483	5.4	119	0
31/12/11		£5,998	£5,698	£300	£1,514	£5,256	£2,540	5.3	126	0
31/12/10		£6,013	£5,479	£534	£1,405	£4,957	£2,576	5.6	127	0
31/12/09		£6,158	£5,304	£854	£1,347	£4,423	£2,667	6	130	0
31/12/08		£5,135	£5,213	£-79	£1,533	£3,569	£2,600	6	134	0
31/12/07	*	£4,898	£4,916	£-18	£1,416	£3,648	£2,720	6.6	138	0
31/12/06		£4,435	£4,862	£-427	£0	£0	£0	n/a	0	0
31/12/05		£4,776	£4,515	£261	£0	£0	£0	n/a	0	0
31/12/04		£2,805	£2,768	£38	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 5.9%
Fundraising Costs/Total Spending: 3.7%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 12%
Liabilities/Income: 32%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 24.3 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.7

Asset Split ?

Established: 52 years

www.nymr.co.uk

admin@nymr.co.uk

01751 473799

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Other charitable activities
Provides buildings/facilities/open space

Where it operates

North Yorkshire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

134 employees
1,018 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
DCMS - Yorkshires Magnificent Journey:- equal access, wider engagement, greater sustainability for Englands most dramatic steam railway (KickstartGIA2020)
£148,050	29/09/2020	Yorkshires Magnificent Journey:- equal access, wider engagement, greater sustainability for Englands most dramatic steam railway (KickstartGIA2020)
DCMS - Onwards on Yorkshire's Magnificent Journey
£1,904,902	01/04/2020	To support Arts and Culture throughout England
DCMS - Onwards on Yorkshire's Magnificent Journey
£578,000	01/04/2020	To support Arts and Culture throughout England

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 9/11 persons

Age Range of Trustees: 23-79

TAMMIE MCGEE Appointed: 2023, Occupation: Retired

TUUKKA LAAKSO Appointed: 2022, Occupation: Manager

COLIN MARTIN Appointed: 2023, Occupation: Retired

KATHERINE FRANCES AURELIE DODDS Appointed: 2022, Occupation: Student

MICHAEL ANTHONY JOHNSON Appointed: 2022, Occupation: Retired

VIVIENNE HOLMES Appointed: 2021, Occupation: Auditor

DAVID JAMES SLACK Appointed: 2023, Occupation: Director, Other trusteeship: ROTHER VALLEY RAILWAY HERITAGE TRUST,

JOHN BRUCE, Occupation: Retired Railway Supervisor

JOHN PHILIP CURETON BAILEY Appointed: 2014, Occupation: Retired

ANDREW JOHN SCOTT Appointed: 2010, Occupation: Retired, Other trusteeship: YORK CIVIC TRUST,

JEREMY SWIFT (Chair) Appointed: 2020, Occupation: Consultant, Other trusteeships: National Transport Trust, NATIONAL RAILWAY HERITAGE AWARDS,

Legal constitution

Charitable company registered in England & Wales on 14/02/1972, number: 501388
Registered at Companies House on 31/12/1971, number: 01036704

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
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; AR07: 1 days late,

Main office

North Yorkshire Moors Railway Trust
12 Park Street
PICKERING
North Yorkshire
YO18 7AJ

Objectives

2.1 The Charity's objects are.(a) The education of people of all backgrounds through the operation of a living museum demonstrating the impact of the coal-powered steam railway as a catalyst for the rapid expansion of the Industrial Revolution and a foundation of modern societies and economies.(b) The advancement of heritage by the preservation and operation for the public benefit of the historical railway line across the North York Moors between Grosmont and Pickering, North Yorkshire including the preservation, conservation, maintenance, repair and demonstration of:(i) heritage locomotives and rolling stock;(ii) heritage railway buildings, bridges and other historic railway structures; (iii) heritage signalling systems; and(iv) railway archives historical records and artefacts and the operation of heritage steam and diesel trains over the railway and other third party owned or controlled lines.(c) The advancement of citizenship, community development and individual wellbeing for all ages, backgrounds and ethnicities through the promotion of volunteering, learning and training including training and development in at-risk heritage skills.(d) The advancement of conservation of the flora, fauna and species within the Charity’s lineside estate, adjacent to and within the North York Moors National Park, including designated areas of special scientific interest forming part of that estate.

Defined Area of Benefit:

NOT DEFINED

Data Sources