Finance Score: 0

Governance Score: 3

Support Score: 7

No PartB

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

Large volunteers +3
Overall weighted support: +4

Overall GiG Score: 10

WEST LANCASHIRE LIGHT RAILWAY TRUST

Preservation, Restoration, display and operation of item of Industrial Narrow Gauge Railway equipment and associated items

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
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:

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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/22		£106	£95	£11	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21		£139	£71	£69	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	*	£67	£50	£18	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19		£60	£50	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18		£67	£57	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17	*	£59	£67	£-8	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£75	£55	£19	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15		£37	£38	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14		£27	£30	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13		£32	£34	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12		£25	£25	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11		£27	£25	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10		£23	£25	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09		£25	£23	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08		£25	£22	£2	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 17 years

www.westlancsrailway.org

westlancsrlysecretary@gmail.com

01772815881

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training

GiG Classification

Museums, parks, historical sites

How it operates

Other charitable activities

Where it operates

Lancashire,

Who it helps

The General Public/Mankind

Who supports 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.

Major supporters in last 5 years

DCMS	£18,900
National Lottery Heritage Fund	£10,000
Co-Operative Group	£6,766

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to West Lancashire Light Railway Trust
£2,375	21/10/2023	We would like to provide local school visits to our heritage railway, to get a behind the scenes experience of the history of railways and engineering, including a steam train ride.
Co-Operative Group - Grant to West Lancashire Light Railway Education Facility
£4,391	23/10/2021	We wish to buy an interactive display screen to improve our communication, using child-friendly educational material, when local schools, children's groups, cubs and brownies, etc, visit the railway.
National Lottery Heritage Fund - Grant to West Lancashire Light Railway Trust
£10,000	29/04/2021	West Lancashire Light Railway Trust Resilience and Inclusion Project
DCMS - CRF21 West Lancashire Light Railway Trust
£18,900	08/03/2021	Culture Recovery Fund for Heritage 2020-21
National Lottery Heritage Fund - Grant to West Lancashire Light Railway
£10,000	03/12/2015	Foundation Project for Development of the Railway in conjunction with the River Douglas Park

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 34-79

ALAN FRODSHAM Appointed: 2006, Occupation: Patternmaker

ALAN LLEWELYN JONES Appointed: 2006, Occupation: Electrical Engineer

DAVID RAYMOND GEERING Appointed: 2006, Occupation: Engineering Manager

DEREK BRIAN PRATT Appointed: 2022, Occupation: Retired

GLENN BARRY CLARKSON Appointed: 2022, Occupation: Retired

KEITH ROGER NICHOLLS Appointed: 2016, Occupation: Retired

MICHAEL TERENCE SPALL (Chair) Appointed: 2014, Occupation: Commissioning Manager

PAUL WILLIAM SMITH Appointed: 2006, Occupation: Process Engineer

RICHARD GEORGE PETER MARSTON Appointed: 2023, Occupation: Retired

SIMON LAWRENCE MOORE Appointed: 2022, Occupation: Paralegal

Legal constitution

Charitable company registered in England & Wales on 11/10/2007, number: 1121149
Registered at Companies House on 04/07/2006, number: 05866375

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

15 returns made; AR20: 15 days late, AR17: 35 days late,

Recent reorganisation events:

Asset transfer in from HAMPSHIRE NARROW GAUGE RAILWAY TRUST on 23/06/2020

Main office

West Lancashire Light Railway
Station Road
Hesketh Bank
PRESTON
PR4 6SP

Objectives

TO ADVANCE THE EDUCATION OF THE PUBLIC BY THE ACQUISITION, RESTORATION, PRESERVATION, EXHIBITION AND OPERATION OF NARROW GAUGE RAILWAY LOCOMOTIVES, ROLLING STOCK, EQUIPMENT AND ARTEFACTS, DOCUMENTS AND RECORDS.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE LANCASHIRE