BALA LAKE RAILWAY TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 30 April 2013
Removed: Not supplied
Financial period: 1 May 2024 – 30 April 2025
Latest income: £71,610
Latest expenditure: £34,727
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Allways, West Shepton, Shepton Mallet, BA4 5UH

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

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 May 2024
Fin Period End Date: 30 April 2025
Ar Cycle Reference: AR25
Reporting Due Date: 28 February 2026
Date Annual Return Received: 18 December 2025
Date Accounts Received: 18 December 2025
Total Gross Income: £71,610
Total Gross Expenditure: £34,727

Fin Period Start Date: 1 May 2023
Fin Period End Date: 30 April 2024
Ar Cycle Reference: AR24
Reporting Due Date: 28 February 2025
Date Annual Return Received: 9 October 2024
Date Accounts Received: 9 October 2024
Total Gross Income: £75,286
Total Gross Expenditure: £84,761

Fin Period Start Date: 1 May 2022
Fin Period End Date: 30 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 29 February 2024
Date Annual Return Received: 14 December 2023
Date Accounts Received: 14 December 2023
Total Gross Income: £110,654
Total Gross Expenditure: £235,468

Fin Period Start Date: 1 May 2021
Fin Period End Date: 30 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 28 February 2023
Date Annual Return Received: 10 October 2022
Date Accounts Received: 10 October 2022
Total Gross Income: £84,040
Total Gross Expenditure: £112,283

Fin Period Start Date: 1 May 2020
Fin Period End Date: 30 April 2021
Ar Cycle Reference: AR21
Reporting Due Date: 28 February 2022
Date Annual Return Received: 20 December 2021
Date Accounts Received: 20 December 2021
Total Gross Income: £150,796
Total Gross Expenditure: £102,993

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 May 2024
Fin Period End Date: 30 April 2025
Ar Due Date: 28 February 2026
Ar Received Date: 18 December 2025
Total Gross Income: £71,610
Total Gross Expenditure: £34,727
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
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: 8

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 May 2023
Fin Period End Date: 30 April 2024
Ar Due Date: 28 February 2025
Ar Received Date: 9 October 2024
Total Gross Income: £75,286
Total Gross Expenditure: £84,761
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
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: 10

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 May 2022
Fin Period End Date: 30 April 2023
Ar Due Date: 29 February 2024
Ar Received Date: 14 December 2023
Total Gross Income: £110,654
Total Gross Expenditure: £235,468
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £77,000
Charity Has Trading Subsidiary: No
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: 10

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 May 2021
Fin Period End Date: 30 April 2022
Ar Due Date: 28 February 2023
Ar Received Date: 10 October 2022
Total Gross Income: £84,040
Total Gross Expenditure: £112,283
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £1
Income From Government Grants: £23,000
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 10

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 May 2020
Fin Period End Date: 30 April 2021
Ar Due Date: 28 February 2022
Ar Received Date: 20 December 2021
Total Gross Income: £150,796
Total Gross Expenditure: £102,993
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 10

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Gwynedd
Welsh Ind: Yes

06 Official extract

Charity Classification

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 309
Classification Type: How
Classification Description: Acts As An Umbrella Or Resource Body

07 Official extract

Charity Event History

Charity Name: BALA LAKE RAILWAY TRUST
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2020-06-23T00:00:00
Reason: Does not operate
Assoc Organisation Number: 5067045
Assoc Registered Charity Number: 1166251
Assoc Charity Name: HAMPSHIRE NARROW GAUGE RAILWAY TRUST

Charity Name: BALA LAKE RAILWAY TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2013-04-30T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: 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.

09 Official extract

Charity Policy

Policy Name: Financial reserves policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures