Finance Score: -5

Governance Score: -4

Support Score: 7

Accounts filed more than 5 days late: -3 times
Multiple Deficits: -2
No PartB

Only 4 Trustees: -1
All male board: -3

Large volunteers +3
Overall weighted support: +4

Overall GiG Score: -2

THE LOCOMOTIVE CONSERVATION AND LEARNING TRUST

to advance education and learning and to promote public benefit through the preservation, restoration, maintenance and exhibition of steam railway locomotives and other railway artefacts, establishing a facility for the safe-keeping and exhibition of them and the provision of information and education about the history of such locomotives and other railway artefacts.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity
There are only 4 trustees
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
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
On several occasions in recent years income has been less than spending

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
31/03/23	*	£264	£155	£110	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22	*	£232	£259	£-28	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21	*	£21	£481	£-460	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20		£74	£105	£-31	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19	*	£14	£14	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£42	£260	£-218	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17	*	£388	£166	£222	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16	*	£21	£18	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15	*	£2	£0	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14	*	£9	£0	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£3	£0	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£6	£2	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£7	£4	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£29	£4	£24	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: 15 years

www.lclt.org.uk

info@lclt.org.uk

07792556919

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Provides services

Where it operates

Throughout England And Wales,

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.

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to THE LOCOMOTIVE CONSERVATION AND LEARNING TRUST
£213,108	16/03/2023	West Side Story - The forgotten history of the Stockton & Darlington Railway in Cumberland, Westmorland & Furness
National Lottery Heritage Fund - Grant to The Locomotive Conservation and Learning Trust
£993,400	23/09/2014	The Cumbrian Victorian Locomotive Experience

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Gender Split

JULIAN PETER CHARLES BIRLEY (Chair)

MIKE THOMPSON Appointed: 2011

PAUL JARMAN BA HONS

TOBY WATKINS Appointed: 2013

Legal constitution

Charity registered in England & Wales on 29/05/2009, number: 1129893

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Risk management
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

14 returns made; AR23: 191 days late, AR22: 556 days late, AR21: 1 days late, AR19: 102 days late, AR18: 1 days late, AR17: 2 days late, AR16: 2 days late, AR15: 119 days late, AR14: 116 days late,

Recent reorganisation events:

Asset transfer in from 9F LOCOMOTIVE CHARITABLE TRUST COMPANY on 30/09/2022

Main office

Stone Flagged Cottage
Newbiggin
LEYBURN
North Yorkshire
DL8 3TD

Objectives

THE OBJECTS OF THE CHARITY ARE TO ADVANCE EDUCATION AND LEARNING AND TO PROMOTE PUBLIC BENEFIT THROUGH THE PRESERVATION, RESTORATION,' MAINTENANCE AND EXHIBITION OF STEAM RAILWAY LOCOMOTIVES AND OTHER RAILWAY ARTEFACTS, ESTABLISHING A FACILITY FOR THE SAFE-KEEPING AND EXHIBITION OF THEMAND THE PROVISION OF INFORMATION AND EDUCATION ABOUT THE HISTORY OF SUCH LOCOMOTIVES AND OTHERRAILWAY ARTEFACTS.

Defined Area of Benefit:

UNDEFINED. IN PRACTICE, LOCAL