CCEW Charity Commission profile

ROYAL SCOT LOCOMOTIVE & GENERAL TRUST

Registered charity 1139588 · organisation 4050951

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
30 December 2010
Removed
Not supplied
Company number supplied
06952089
Financial period
1 April 2024 – 31 March 2025
Latest income
£8,745,305
Latest expenditure
£7,025,713
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: 2 Whiteheads Lane, Bradford-on-Avon, BA15 1JU

Website recorded by the regulator: www.royalscot.org.uk (displayed as text)

02 Activities

What the charity does

To advance the education of the public by the acquisition, restoration, preservation, exhibition or operation of LMS Steam Locomotive 6100 'Royal Scot' and other steam locomotives, rolling stock, equipment and artefacts, relics, documents and records of historic interest as the trustees may from time to time decide.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
5 January 2026
Date Accounts Received
5 January 2026
Total Gross Income
£8,745,305
Total Gross Expenditure
£7,025,713
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
7 January 2025
Date Accounts Received
7 January 2025
Total Gross Income
£13,868,403
Total Gross Expenditure
£7,385,127
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
28 December 2023
Date Accounts Received
28 December 2023
Total Gross Income
£6,074,580
Total Gross Expenditure
£11,193,747
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
31 January 2023
Date Accounts Received
31 January 2023
Total Gross Income
£10,023,482
Total Gross Expenditure
£13,501,026
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
27 January 2022
Date Accounts Received
27 January 2022
Total Gross Income
£8,583,258
Total Gross Expenditure
£4,469,888

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
5 January 2026
Total Gross Income
£8,745,305
Total Gross Expenditure
£7,025,713
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
25
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
7 January 2025
Total Gross Income
£13,868,403
Total Gross Expenditure
£7,385,127
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
30
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
28 December 2023
Total Gross Income
£6,074,580
Total Gross Expenditure
£11,193,747
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
15
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
31 January 2023
Total Gross Income
£10,023,482
Total Gross Expenditure
£13,501,026
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
15
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
27 January 2022
Total Gross Income
£8,583,258
Total Gross Expenditure
£4,469,888
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
Yes
Trustee Also Director Of Subsidiary
Yes
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
15

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
5 January 2026
Income Donations And Legacies
2501710
Income Other Trading Activities
4716549
Income Charitable Activities
0
Income Investments
970878
Income Other
0
Income Total Income And Endowments
8189137
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£22,971
Expenditure Charitable Expenditure
£7,002,742
Expenditure Other
0
Expenditure Total
7025713
Expenditure Investment Management
22971
Expenditure Grants Institution
0
Expenditure Governance
29410
Expenditure Support Costs
18750
Expenditure Depreciation
881093
Gain Loss Investment
556168
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£5,857,066
Assets Total Fixed
30038932
Assets Own Use
11003236
Assets Long Term Investment
19035696
Defined Benefit Pension Scheme
0
Assets Other Assets
£6,736,107
Assets Total Liabilities
£634,914
Assets Current Investment
0
Assets Total Assets And Liabilities
£36,140,125
Creditors One Year Total Current
634914
Creditors Falling Due After One Year
0
Assets Cash
£224,121
Funds Endowment
0
Funds Unrestricted
35895998
Funds Restricted
244127
Funds Total
36140125
Count Employees
43
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
7 January 2025
Income Donations And Legacies
6240695
Income Other Trading Activities
4122885
Income Charitable Activities
0
Income Investments
790793
Income Other
2714030
Income Total Income And Endowments
13868403
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£16,710
Expenditure Charitable Expenditure
£7,368,417
Expenditure Other
0
Expenditure Total
7385127
Expenditure Investment Management
16710
Expenditure Grants Institution
0
Expenditure Governance
34680
Expenditure Support Costs
16710
Expenditure Depreciation
623848
Gain Loss Investment
2714030
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£1,537,780
Assets Total Fixed
36660306
Assets Own Use
12676224
Assets Long Term Investment
23984082
Defined Benefit Pension Scheme
0
Assets Other Assets
£396,753
Assets Total Liabilities
£978,229
Assets Current Investment
0
Assets Total Assets And Liabilities
£36,078,830
Creditors One Year Total Current
978229
Creditors Falling Due After One Year
0
Assets Cash
£90,258
Funds Endowment
0
Funds Unrestricted
35451744
Funds Restricted
627086
Funds Total
36078830
Count Employees
44
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
28 December 2023
Income Donations And Legacies
1295568
Income Other Trading Activities
4289493
Income Charitable Activities
0
Income Investments
489519
Income Other
0
Income Total Income And Endowments
6074580
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£31,496
Expenditure Charitable Expenditure
£7,862,932
Expenditure Other
3299319
Expenditure Total
11193747
Expenditure Investment Management
18983
Expenditure Grants Institution
0
Expenditure Governance
23946
Expenditure Support Costs
31496
Expenditure Depreciation
711640
Gain Loss Investment
3299319
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£2,080,301
Assets Total Fixed
26782463
Assets Own Use
10619833
Assets Long Term Investment
16162630
Defined Benefit Pension Scheme
0
Assets Other Assets
£2,371,528
Assets Total Liabilities
£1,216,734
Assets Current Investment
0
Assets Total Assets And Liabilities
£27,937,257
Creditors One Year Total Current
1216734
Creditors Falling Due After One Year
0
Assets Cash
£1,041,489
Funds Endowment
0
Funds Unrestricted
27693130
Funds Restricted
244127
Funds Total
27937257
Count Employees
50
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
31 January 2023
Income Donations And Legacies
2717786
Income Other Trading Activities
3891922
Income Charitable Activities
0
Income Investments
309346
Income Other
3104428
Income Total Income And Endowments
10023482
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£52,079
Expenditure Charitable Expenditure
£13,419,164
Expenditure Other
29783
Expenditure Total
13501026
Expenditure Investment Management
17925
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
52079
Expenditure Depreciation
8848742
Gain Loss Investment
3104428
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
-8647916
Gain Loss Other
0
Reserves
£1,602,414
Assets Total Fixed
31890457
Assets Own Use
10267224
Assets Long Term Investment
21623233
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,932,109
Assets Total Liabilities
£766,142
Assets Current Investment
0
Assets Total Assets And Liabilities
£33,056,424
Creditors One Year Total Current
766142
Creditors Falling Due After One Year
0
Assets Cash
£574,288
Funds Endowment
0
Funds Unrestricted
32812297
Funds Restricted
244127
Funds Total
33056424
Count Employees
42
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
27 January 2022
Income Donations And Legacies
4835643
Income Other Trading Activities
3425448
Income Charitable Activities
0
Income Investments
322167
Income Other
0
Income Total Income And Endowments
8583258
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£34,434
Expenditure Charitable Expenditure
£4,405,671
Expenditure Other
29783
Expenditure Total
4469888
Expenditure Investment Management
34434
Expenditure Grants Institution
0
Expenditure Governance
0
Expenditure Support Costs
0
Expenditure Depreciation
195304
Gain Loss Investment
6973418
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£37,318,927
Assets Total Fixed
33950847
Assets Own Use
13878594
Assets Long Term Investment
20072253
Defined Benefit Pension Scheme
0
Assets Other Assets
£3,316,809
Assets Total Liabilities
£733,688
Assets Current Investment
0
Assets Total Assets And Liabilities
£36,533,968
Creditors One Year Total Current
733688
Creditors Falling Due After One Year
0
Assets Cash
£668,450
Funds Endowment
0
Funds Unrestricted
36260058
Funds Restricted
273910
Funds Total
36533968
Count Employees
42
Consolidated Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Country
Geographic Area Description
Scotland
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Europe
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
310
Classification Type
How
Classification Description
Other Charitable Activities
Classification Code
112
Classification Type
What
Classification Description
Environment/conservation/heritage
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind

08 Official extract

Charity Event History

Charity Name
ROYAL SCOT LOCOMOTIVE & GENERAL TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2010-12-30T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 3 JULY 2009 AS AMENDED BY SPECIAL RESOLUTION 7 NOVEMBER 2009
Charitable Objects
TO ADVANCE THE EDUCATION OF THE PUBLIC BY THE ACQUISITION, RESTORATION,PRESERVATION, EXHIBITION OR OPERATION OF LMS STEAM LOCOMOTIVE 6100 (THE "ROYALSCOT") AND OTHER STEAM LOCOMOTIVES, ROLLING STOCK, EQUIPMENT AND ARTEFACTS, RELICS,DOCUMENTS AND RECORDS OF HISTORIC INTEREST AS THE TRUSTEES MAY FROM TIME TO TIMEDECIDE.
Area Of Benefit
UNDEFINED. IN PRACTICE, NATIONAL

10 Official extract

Charity Policy

Policy Name
Serious incident reporting policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Investment
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Conflicting interests
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Risk management