Finance Score: 0

Governance Score: 6

Support Score: 5

Excess liquidity: -1
Multiple Deficits: -2
Fundraising costs low: +3

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

Grant maker support: +5

Overall GiG Score: 11

THE SWANAGE RAILWAY TRUST

The Trust's principal objectives are:1) To preserve and restore for the public benefit items of historical, architectural, engineering or scientific value in connection with railways; and2) To advance the education of the public in the history and development of railway transportation.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
More than half of total income was derived from trading and fees in the latest year
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
On several occasions in recent years income has been less than spending

Established: 23 years

www.swanagerailwaytrust.org.uk

info@swanagerailwaytrust.org.uk

01929425800

Charity Commission for England and Wales

Tweets

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
31/01/23	£3,411	£3,635	£-225	£6	£6,396	£5,501	18.2	39	450
31/01/22	£3,378	£2,729	£649	£9	£6,514	£5,740	25.2	37	450
31/01/21	£2,108	£3,313	£-1,205	£24	£6,006	£5,433	19.7	36	450
31/01/20	£3,819	£3,528	£290	£3,274	£7,214	£6,837	23.3	43	450
31/01/19	£3,425	£3,473	£-48	£3,232	£6,924	£6,540	22.6	43	400
31/01/18?	£3,321	£3,527	£-206	£3,218	£2,175	£1,737	5.9	39	0
31/12/16	£3,758	£2,936	£822	£75	£7,181	£4,358	17.8	49	0
31/12/15	£4,886	£2,889	£1,997	£2,701	£6,361	£3,929	16.3	45	0
31/12/14	£3,173	£2,636	£538	£2,466	£3,954	£2,476	11.3	45	0
31/12/13	£2,935	£2,431	£504	£2,286	£3,511	£2,842	14	37	0
31/12/12	£2,840	£2,315	£525	£2,168	£2,996	£2,428	12.6	44	0
31/12/11	£261	£115	£146	£0	£0	£0	n/a	0	0
31/12/10	£240	£185	£55	£0	£0	£0	n/a	0	0
31/12/09	£302	£181	£121	£0	£0	£0	n/a	0	0
31/12/08	£244	£125	£118	£0	£0	£0	n/a	0	0
31/12/07	£192	£114	£78	£0	£0	£0	n/a	0	0
31/12/06	£214	£125	£90	£0	£0	£0	n/a	0	0
31/12/05	£194	£171	£22	£0	£0	£0	n/a	0	0
31/12/04	£233	£238	£-5	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1.1%
Fundraising Costs/Total Spending: 0.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 16%
Liabilities/Income: 35%
Unrestricted Funds/Total Funds: 86%
Reserves/Spending: 18.2 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.7

Asset Split ?

Listed activities

Environment/Conservation/Heritage

How it operates

Provides buildings/facilities/open space

Where it operates

Dorset,

Who it helps

The General Public/Mankind

Who works here?

39 employees
450 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 Swanage Railway Trust
£23,700	14/10/2021	Transforming Swanage Railway Corfe Museum for the 2020's - Phase 1
DCMS - CRF21 Swanage Railway Company
£189,200	08/03/2021	Culture Recovery Fund for Heritage 2020-21
DCMS - CRF20
£223,200	14/10/2020	Culture Recovery Fund for Heritage 2020-21
Co-Operative Group - Grant to Swanage Railway Trust
£14,764	19/11/2018	We wish to redesign and rebuild the public toilets at Swanage Station so they are fully accessible to all including wheelchair users.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 29-80

BENJAMIN JACK FORD Appointed: 2022, Occupation: Manager

CLARE COLLINS Appointed: 2022, Occupation: Manager

ELIZABETH MAUREEN SELLEN Appointed: 2002, Occupation: Retired

FRANK ROBERTS Appointed: 2022, Occupation: Retired

GAVIN CHRISTOPHER JOHNS (Chair) Appointed: 2012, Occupation: Retired, Other trusteeship: NATIONAL RAILWAY HERITAGE AWARDS,

MICHAEL ALAN WHITWAM Appointed: 2001, Occupation: Retired

PETER NICHOLAS SILLS Appointed: 2013, Occupation: Company Director

ROBERT PATTERSON Appointed: 2021, Occupation: Retired

TREVOR JOHN PARSONS Appointed: 2012, Occupation: Retired

WILLIAM IVAN ARMSTRON-SHERET Appointed: 2020, Occupation: Train Guard

Legal constitution

Charitable company registered in England & Wales on 03/07/2001, number: 1087318
Registered at Companies House on 27/11/2000, number: 04115126

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity 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
Investing charity funds 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; all on time

Main office

Swanage Railway Trust
Station House
Railway Station Approach
SWANAGE
BH19 1HB

Objectives

(I) TO PRESERVE AND RESTORE FOR THE PUBLIC BENEFIT ITEMS OF HISTORICAL, ARCHITECTURAL, ENGINEERING OR SCIENTIFIC VALUE IN CONNECTION WITH RAILWAYS; AND(II) TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE HISTORY AND DEVELOPMENT OF RAILWAY TRANSPORTATION.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE PURBECK, DORSET.

Data Sources