THE SOMERSET AND DORSET RAILWAY TRUST LTD.

Charity number: 1158865
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Trust aims to keep alive the history and importance of the Somerset & Dorset Railway and its predecessor companies, through the preservation, custodianship, display and interpretation of material evidence. Furthermore to promote and facilitate public understanding of the significance of the Somerset & Dorset Railway as a major cross country rail route.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £94,834
Total expenditure: £52,183

People

6 Trustee(s)

30 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

What the charity does:
  • Arts/culture/heritage/science
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Other Charitable Activities
Where the charity operates:
  • Bath And North East Somerset
  • Bournemouth
  • Dorset
  • Hampshire
  • North Somerset
  • Poole
  • Somerset

Governance

Registration history:
  • 14 October 2014: Standard registration
  • 04 March 2015: Funds received from 265098 THE SOMERSET AND DORSET RAILWAY TRUST
Organisation type:
Charitable company
Other names:

No other names

Company number:
08945535 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Investment
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases 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

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Melvyn Stuart Marshman Trustee 20 April 2024
None on record
Robert Bentley Trustee 22 April 2023
None on record
Mark Stanistreet Trustee 01 May 2021
None on record
ROGER HARDINGHAM Trustee 22 April 2017
None on record
Roderick David William Ormston Trustee 18 June 2016
None on record
Anthony Nigel Davies Trustee 17 October 2014
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £58.80k £81.76k £84.63k £201.07k £94.83k
Total expenditure £51.09k £35.02k £72.43k £47.29k £52.18k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A 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 31 December 2023 27 August 2024 On Time
Accounts and TAR 31 December 2023 27 August 2024 On Time Download Open in new window
Annual return 31 December 2022 12 June 2023 On Time
Accounts and TAR 31 December 2022 12 June 2023 On Time Download Open in new window
Annual return 31 December 2021 06 June 2022 On Time
Accounts and TAR 31 December 2021 06 June 2022 On Time Download Open in new window
Annual return 31 December 2020 08 July 2021 On Time
Accounts and TAR 31 December 2020 08 July 2021 On Time Download Open in new window
Annual return 31 December 2019 07 August 2020 On Time
Accounts and TAR 31 December 2019 07 August 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.

MEMORANDUM AND ARTICLES INCORPORATED 18 MAR 2014

Charitable objects

1) TO ADVANCE THE EDUCATION OF THE PUBLIC ABOUT THE HISTORY AND SOCIAL AND ECONOMIC IMPACT OF THE SOMERSET & DORSET RAILWAY, ITS ANTECEDENTS AND ITS SUCCESSORS, ON LOCAL COMMUNITIES, IN THE CONTEXT OF BRITAIN?S RAILWAY HERITAGE. 2) TO ESTABLISH AND MAINTAIN A MUSEUM FOR THE BENEFIT OF THE PUBLIC RELATING TO THE SOMERSET & DORSET RAILWAY AND RAILWAY HERITAGE GENERALLY, AND TO PRESERVE OR RESTORE HISTORIC RAILWAY ITEMS FOR PUBLIC DISPLAY AND DEMONSTRATION. 3) TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION OR OTHER LEISURE TIME OCCUPATION OF ALL INDIVIDUALS, INCLUDING THOSE WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABILITY, FINANCIAL HARDSHIP OR SOCIAL CIRCUMSTANCES, WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.

Contact information

Address:
2 Victoria Grove
BRIDPORT
Dorset
DT6 3AA
Phone:
01308 422131
Email:
info@sdrt.org
Website:

www.sdrt.org Open in new window