CHARITY COMMISSION FOR ENGLAND AND WALES Truste•s' Annual Report for the poriod Aprll 2022 Period •tart d•ts To P•rtod •nd dat• 31It March 2023 Chartty n•m•: GOWRIE Lo¢¢)mo¢tve TnrJt CIO Charlty r•glstrntion numb•r. 1185962 ObjKtives and Activities Summary of the purFA)ses ol ,' Ihe chwty as set ￿J1 In rts ' To &Jvance the educa1￿ of the publ￿ in , the hist￿ and herrtage of. In ￿KuL81 bul I nol exclusNely the narru4V gav9e steam , KxornotNe GOWRIE. the onginal ol whth was buim in 1g)6 ty the Hunslel Engine , C￿mpanY of Leeds I￿￿)rkS number 9791 f the Nollh Waks Gauge RaI￿aY ¢0 ' Fairhe's Patent Desgn ty ¢xJnstructing a eplta and displaying an(1 ¢)perating rf f Summ¥y ofthe ma act￿rte$ In reth)n to tlThe purposes lor tl% benefrt, In part￿V￿. Ihe Pnl17• , ¢JesKJn of new to take ￿10 ￿Unt Ihe anwwjnwts wuired to Coryect the i ryerfedm￿s In the orYJinal desvjn ancl ', al80 to the tsaking $y$iem to l ak4v k￿rTh)t￿e to cprale on a WKler ,. vwy of herrtaye ￿￿s. PrC#JuCtk￿ of . pallem$ WKJ castings DeVekV￿t of the str￿￿ ￿ the eXhtst￿ sI￿d and wjucts lor sa Consiwtrn olthe repl￿a has ' prc*Jiessed during thLS FerKé The main publK tenefrt W711 con* when synffjicanl parts and evenlualty Ihe vthole kxomotNe a¢counts Statenwt confirrir wheiher the trustees have had regard lo the guthrK* issued by the Charty ber*fil Addltlonal loFthn•ll You chrAxe to w￿l￿Je fw1her siatenwrts re*vant at*xrt.' P•JiJ• P**i31 related ieslment P••• c￿nbul￿ mode ¥￿unte￿5 Therg has teen a $wJnrfunt conlnbulKJn Vdunteers dealwy wrth tho machining #J a55emW ol Parfs mwje by specialisl conlrxlors One ol Ihe trusteos has been l TesrKm$ible ILY mamsng Ihe neCeSS￿Y ', arr*[￿Men1$ to Ihe dr?￿n95 whKh ￿11 make Ihe kKLVTr)tNe work to Ihe bv51 of rts ablrty and alkn¥ rt lo run 10 n￿￿eM safety $landard5 aThJ Irertwls (Xher Achiovoments and P•rfornianca I p￿parat￿ and a55embty ol the ptr*ftr ' frarres Machining offerrous and rthlerrws parts AH &Jne by volunteers We have attraded ¥olunieers b young and okj to help wrth the construth(*l and M￿ttin1￿j of parts In all cases the nteers have Ublsed their existing sknlL8. tMJt have a150 t*n al)* to pass on thwr skills to (thr5 and ne* ones frNn other v￿unteerS .' We have ctsisulted and taken frorn l ts Ffe51ino3 Ra**ay over the | ofthe firebox and wrth CTL . Seat regardiNJ the constnKIKJn of the I w44er PNOt Summary of thè mam a¢h*¥erronts ofthe chanty, ! enttying the dillerence Ihe I charty's work ha5 made to Ihe Circurnstances of rts benekiar*s and any wthr benefrts to srK*ty as P•712ts inltym the publ￿ ofwr ¥ogres5 lnir0d￿tk￿ of a Wet lor handiro (4rt any events attend. 9Ning the history L the wjinal thyTritrve and explains ways whth can help prqect. We have e￿th￿ed the Invrtes to the pub , to bec(￿ Fr￿dS of GOWRIE ty Ihe allend*￿ at events around the ' country artK*s in ihe varws rai l As a Fr￿￿1 ofGo￿lE at a cost ￿ £20 | FW year. r￿eNe 4 quartefy magaz¥￿ detailing the prOgr￿s of , and an mrte 10 wsit us at Ihe I to kwress. Frx those . ¥fdftl 10 SUPF#Xt the projea further for a cffie oft gjbxnpkn of £SLK) or 24 payrrents of ,' £25 they ￿11 r￿eNe the rnè¥zines, Invrtes , , to ihe wrrtshw. an ex￿uS￿e Davbj of GOMIE In thè Aberglassyn Pass and a t￿kst to nde tehind Ihe LL￿n￿liVe at rts laU￿h event. To raise ww8reness of the project we attended events at ststfobd 8am Raiw. Threlkeld Mining Museum and BaLo Lake RaiKvay wrth the display and sales stand. rtems for sale were lotalty revarnped and the ran9e extended xl that rn0￿ mon coukl raised for the project. We aL80 tcx)k out 8nd rafj the 5. gauge rrndel of GOWiIE cMne(I by one of the Trustees. to | Promote the project at events hekl by SlatfO￿ Bam Raikny and the Burton on T￿nt Mc*Jel EThJineering Soc•. Addrbonal infomi*tion loptionall You chc*)5e to Include fvrther stst•ments ¥¥he￿ r•kvant abo P¥•141 Performm of fundra$iNJ 1 ￿741 P*•141 Financial Review Rèv*w tslthe ch¥Ws rinancial p051t*Jn at the énd gf the per Pw•121 Opening balance 01104r22 £19,730 58 Ck)sing balan￿ 3110￿ £33,115.60 Slatemenl explaining the IKY lor holding ￿serveS Stalin￿WhY IheLare hek Amunt of reserves held Re8sons for hokYin9 zero feser¥e$ DetaiL8 of fund materialty in defKit ExPFan3t￿n of any uncertainl*s aboul the charty continuing as a wng concem P¥•122 , We airn to hc4J a balance 01 £2.5CKI in ' reserve at all to Cover any enprgerLy ex ndrtu £2.500 P¥•122 P4rn122 124 P**ITJ Addltlonal Iwrfonnation loptlonall You may. choose to Include further $latem8nlS where re*vant abjut. We have raised Th?ney Irom Friends of GOWRIE subs¢npik)ns. akng regular subscnbe¢s, v folk>R￿ one off or reguLar c￿t￿bUt￿>Tr$ Sale5 m•Je from our stand at oTr)tv)nal events The charty'5 prinupal sources of lunds Iincludi any bjndraisingl Pw•147 Inveslment and obie£lwes Includin9 ary scKial In¥eslment wlKy adopted A descriptKx ol the wnc nsks facing the ch P¥•141 Struclure. Governance and Management Descnptbjn of cw's trusts". TY￿ ol g)vwnry ' P*• 1 2$ Hrrt4 1$ Ihe charty constituted? P¥a12J cio Tty5tee se*tK)n rrthxts . P•• 1 25 luding details of any conslrtulK)nal w0vy6￿5 e.g t￿t￿)n to posi or narr* ol any person or W entrt to appoint one LY trustees Ne44 Trustee5 we selected ty exstiThJ Trustees but xbng as members as detaiknj th the t￿$1￿Ul￿¥) Addth"on•l infonnotwn loption￿l You Polt*s and w￿)UreS *Jopled for and traintng ol InJ$tees P•1 1.51 The charivs OrganwI￿ Structure and any ne￿￿rk wrth wh*ch the charty *vrks Pwaisi Rela1￿nS￿.p ¥&ith ary rekbj ' Pw• i 31 parties her Reference and Administrative details I GOWRIE LctLYWNe Tnjst CIO Other the cha ReAlSt8red charfy number Charty's pnrwal address 1185962 6 Shipley R I Carll Ncllingham ', NG4 1BN N*mo• 01 th• ch•rlty tru•t••• t••tho manag• th• ch•rlty D•ty• 4¢l•d 11 not lorwhol• Tru•t•• P4•rnw of p•rton lor bodyl•nlltl•d trUII•• Alan Freebury Marion Al*n Chaiman Hon Trea8urerlSe¢￿tary Truslee Andrew Mattyll Geoffrey A5hworth David Hatland Srnith Tw$lee Paul Stock John Taylor J050ph Evans Nigel Freobury Trusle8 TtU51ee Trusle rruslee io 12 13 14 15 16 17 18 19 20 Co rate trustee8- names of the directors at the dale the re wasa Oir•¢l(br n•rn• Name of trustees holdin9 tit18 to property bek•nging to the ¢harity O•t•• rfmt lorwho TN*ts• Funds held ag Custodian tru8tèO8 on behalf of others 5cription of the ass81S I hekl in Ihis Cap￿lty Name and objects olthè charity on whose behalf Ihe 8sseis are heW and how this fa115 Wlthin the ¢usl¢xJi811 chanty's objects Details of arrangements for S81e custody and segregation of such 45Sét8 from the ¢harity'S own asststi Additional Inlonnatlon loptlonall N•m•s •nd addro•8•1 of advlsgrs Ioptlonal Infonnatlonl Yype ol Nam• Addr•58 adviser Nam• of chief •x•¢utlve or names of g•nlor staff member8 (Optional Infomi•tlonl Exemptions from disclosur Reason for non-discl)sure of ke rsonnel delails Other o tional infomiation Declarations Th• Iru•t••• d•¢lar• that th•y havo approv•d th• tru•¢g••' r•port abov•. 81gtwd ¢)n ￿h¥ll ol th• ch*rlty'• tru•tM• Slgnitur•<•l Full nim•l¥l |Alan Freebury PoJlllon l•9 S•cret•ry. Chhirman Ch*lr. •t¢l,_ Oat• //J M8rion Al￿n Hon TfeasurerlS8cretary ## **GOWRIE LOCOMOTVE TRUST CHARITY NUMBER 1185962** Accounts 1[st] April 2022 to 31[st] March 2023 |**Income**
Merchandise Sales
Miscellaneous Income
Individual Donations
Gift Aid
Bank Interest
Unknown
**Total Income**
**Expenditure**
Motor Expenses
Directs
Merchandise
Computer Software
Advertisement/Website
Printing Postage & Stationary
Insurance
Bank Charges
Business Rates
Accountancy
**Total Expenditure**|**2023**| |---|---| ||**£**
2,669.8
1
2,258.0
0
79,313.
13
10,334.
81
229.85
753.07| ||95,558.
67| ||51.44
67,925.
99
2,440.7
7
108.00
220.99
735.46
4,484.1
6
84.88
60.00
375| ||76,486.
69| **Excess of Income over Expenditure** 19,071. 98 ## **GOWRIE LOCOMOTIVE TRUST CHARITY NUMBER 1185962** ## **Balance sheet** ## **Current Assets** |VAT
Current Account
Nat West Account
Savings Account
PayPal
Petty Cash
HMRC|**2023**
**£**
3,261.34
1,770.90
26.36
30,845.84
423.50
49
5,000.00| |---|---| ||41,376.94| ## **Current Liabilities** |Discrepancies|2,274.38| |---|---| |Accruals|300.00| ||2574.38| |Net Current|38,802.56| |Assets/Liabilities|| |Balance Brought Forward
Net Proft/Loss for the year|19,730.58
19,071.98| 38,802.56 Examiner's unqualified report (for a non-cornpany charity preparing receipts and payments accounts) with a gross income of £250.000 or less in the relevant financial year. Independent examiner's report to the trustees of Gowrie Locomotive Trust I report to the trustees on my examination of the account5 of the Gowrie Locomotr"ve Trust for the year ended 31 March 2023 Responsibilities and basis of report. As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 20111'the Act'l. I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 14515llbl of the Act. Independent examiner's ststement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examirbation giving me cause to believe that in any materiol respect.. accounting records were not kept in respect of the Trust as ￿qUired by section 130 of the Act,. or 2. the accounts do not accord with those record5. I have no concerns and have come across no other matter5 in connectton with the eXamina￿0Th to which attentlon should be drawn in this report to enable a proper understanding of the accounts to be reached. 558ned.. Name.. Shirley Barnett MAAT Address.. Avalon Accountancy Dishley Grange Loughborough Leics LEII 5SF Date.. 30 January 2024