BALA LAKE RAILWAY TRUST

Charity number: 1151841
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To advance enjoyment, education and learning and to promote regional public benefit through the restoration, maintenance and exhibition by operation steam locomotives, rolling stock and other railway artefacts directly associated with the slate industry of north Wales and in particular those regions of Dinorwic and Penrhyn.

Income and expenditure

Data for financial year ending 30 April 2024

Total income: £75,286
Total expenditure: £84,761

People

4 Trustee(s)

10 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Arts/culture/heritage/science
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Gwynedd

Governance

Registration history:
  • 30 April 2013: Standard registration
  • 23 June 2020: Funds received from 1166251 HAMPSHIRE NARROW GAUGE RAILWAY TRUST
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Safeguarding policy and procedures
  • Trustee conflicts of interest policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
JULIAN PETER CHARLES BIRLEY Chair 18 February 2013
THE LOCOMOTIVE CONSERVATION AND LEARNING TRUST
Received: On time
ROGER HINE Trustee 04 December 2014
None on record
SQUADRON LEADER TOBY KENNETH WATKINS Trustee 30 April 2013
None on record
CHRISTINA KENNEDY Trustee 30 April 2013
CARYMOOR ENVIRONMENTAL TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 30/04/2020 30/04/2021 30/04/2022 30/04/2023 30/04/2024
Total gross income £128.06k £150.80k £84.04k £110.65k £75.29k
Total expenditure £67.73k £102.99k £112.28k £235.47k £84.76k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A £23.00k £77.00k N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 30 April 2024 09 October 2024 On time
Accounts and TAR 30 April 2024 09 October 2024 On time Download Open in new window
Annual return 30 April 2023 14 December 2023 On time
Accounts and TAR 30 April 2023 14 December 2023 On time Download Open in new window
Annual return 30 April 2022 10 October 2022 On time
Accounts and TAR 30 April 2022 10 October 2022 On time Download Open in new window
Annual return 30 April 2021 20 December 2021 On time
Accounts and TAR 30 April 2021 20 December 2021 On time Download Open in new window
Annual return 30 April 2020 31 December 2020 On time
Accounts and TAR 30 April 2020 31 December 2020 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED DATED 12 FEB 2013

Charitable objects

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 FACILITIES 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 DIRECTLY ASSOCIATED WITH THE SLATE INDUSTRY OF NORTH WALES AND IN PARTICULAR THOSE REGIONS OF DINORWIC AND PENRHYN. IT IS TO ESTABLISH FACILITIES FOR THE SUSTAINABLE SAFE KEEPING AND EXHIBITION OF THEM AND THE PROVISION OF INFORMATION FOR EDUCATION AND LEARNING ABOUT THE HISTORY OF SUCH LOCOMOTIVES, ROLLING STOCK AND ASSOCIATED ARTEFACTS OF THE SLATE INDUSTRY.

Contact information

Address:
Allways
West Shepton
Shepton Mallet
BA4 5UH
Phone:
01749342529
Email:
info@balalakerailwaytrust.org.uk
Website:

www.balalakerailwaytrust.org.uk Open in new window