Finance Score: -5

Governance Score: -9

Support Score: 6

Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Narrow trustee age band: -2
Static board: -3
All male board: -3

Large volunteers +3
Grant maker support: +3

Overall GiG Score: -8

THE STEAM TUG KERNE PRESERVATION SOCIETY LIMITED

To promote for the benefit of the public the preservation and maintenance of the historic steam tug KerneTo advance the education of the public in the science, technology and use of steam power in general and its application to marine in particular

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from a grant maker

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely male
The Board composition appears to be rather static and has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

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
31/12/22	£15	£20	£-5	n/a	n/a	n/a	n/a	n/a	20
31/12/21	£20	£13	£7	n/a	n/a	n/a	n/a	n/a	20
31/12/20	£28	£34	£-7	n/a	n/a	n/a	n/a	n/a	20
31/12/19	£16	£27	£-11	n/a	n/a	n/a	n/a	n/a	20
31/12/18	£24	£24	£0	£0	£0	£0	n/a	0	20
31/12/17	£22	£21	£1	£0	£0	£0	n/a	0	0
31/12/16	£16	£55	£-39	£0	£0	£0	n/a	0	0
31/12/15	£44	£59	£-15	£0	£0	£0	n/a	0	0
31/12/14	£10	£7	£4	£0	£0	£0	n/a	0	0
31/12/13	£16	£19	£-3	£0	£0	£0	n/a	0	0
31/12/12	£12	£15	£-3	£0	£0	£0	n/a	0	0
31/12/11	£19	£21	£-2	£0	£0	£0	n/a	0	0
31/12/10?	£15	£14	£1	£0	£0	£0	n/a	0	0
31/05/09	£13	£7	£6	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 16 years

www.tugkerne.co.uk

treasurer@tugkerne.co.uk

01270381968

Charity Commission for England and Wales

Listed activities

Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Other charitable activities

Where it operates

Blackpool, Cheshire East, Cheshire West & Chester, Cumbria, Isle Of Anglesey, Lancashire, Liverpool City, Manchester City, Trafford, Wigan,

Who it helps

The General Public/Mankind

Who works here?

Unknown number of employees
20 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
The Foyle Foundation - Small Grants
£5,000	28/04/2021	towards conservation rebuilding of Steam Tug Kerne's boiler smokebox and boiler room bulkhead (awarded grant in response to coronavirus)
National Lottery Heritage Fund - Grant to The Steam Tug Kerne Preservation Society Limited
£9,600	15/07/2020	COVID19 The Steam Tug Kerne Preservation Society
National Lottery Heritage Fund - Grant to The Steam Tug Kerne Preservation Society Limited
£9,300	04/10/2018	Steam Tug Kerne 1913: last of the line
The Pilgrim Trust - Grant to Steam Tug Kerne Preservation Society Ltd
£5,000	04/06/2018 6	Preservation and repair of the wheelhouse of Steam Tug Kerne
National Lottery Heritage Fund - Grant to The Steam Tug Kerne Preservation Society Limited
£85,200	03/06/2014	Repair of the hull of the steam tug Kerne

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 62-72

ALLAN FRASER HICKSON Appointed: 2017, Occupation: Retired

CHRISTOPHER JOHN HEYES Appointed: 2017, Occupation: Marine Engineer

CHRISTOPHER PAUL KIRKBRIDE Appointed: 2016, Occupation: None

JONATHAN COATES BREGAZZI Appointed: 2017, Occupation: Air Line Pilot, Other trusteeship: LANCASHIRE TRACTION ENGINE CLUB LIMITED,

MICHAEL PAUL OGDEN Appointed: 2017, Occupation: None, Other trusteeship: LANCASHIRE TRACTION ENGINE CLUB LIMITED,

Legal constitution

Charitable company registered in England & Wales on 16/10/2008, number: 1126323
Registered at Companies House on 10/05/2007, number: 06242623

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

14 returns made; all on time

Main office

131 Heath Road
SANDBACH
CW11 2LE

Objectives

TO PROMOTE FOR THE PUBLIC BENEFIT THE PRESERVATION OF THE HISTORIC STEAM TUG KERNETO ADVANCE THE EDUCATION OF THE PUBLIC IN THE SCIENCE, TECHNOLOGY AND USE OF STEAM POWER IN GENERAL AND TO MARINE USE IN PARTICULAR

Defined Area of Benefit:

UNDEFINED, IN PRACTICE

Data Sources