CHARITY COMMISSION FOR ENGLAND AND WALES Frfxn l A￿11 2023 To 31 Marth 2024 Charity registrnkn number. 1196958 and operats(xi of the Scunttrffj£ Railway 9te by; (a) The acquigtion, reStDrati1￿, FYEser¥￿, and operation of heritsge rnilway I￿K rrAling ￿ equirMnenL artefacts and other associated henLa9e infra*￿tyre: And (b) Tr* estsblishment and rna1ntena￿e cé a mLse￿n. and at all times when maknThJ any delay￿6 c￿￿emIng the ￿￿tion of trt tharity. Trkive had ckE regard to the guidarKe. ACHIEVEMEiifs AND PERFORMANCE As this reF#Yt 6 written, Scuntrwe Steel vLYks Y4ill S(￿ ￿ tre UK steel manu￿rir￿j gte Us1￿j tradtti(xo1 blast furnaces. For thts reason, oper&bc￿ of rail t(￿rS remains very popular and continues to tE unique in the UK and alkm members of the public to gain benefft ￿n9 at frst hand iron and keel is manufactured. &ich t(MJr irKI￿Je$ an irHJepth commentsry by a memter of the tharity m(* c* whom are either fcKmer or current armd ar&￿￿$ at first many rf tr* q￿tiC￿6 trt px)5e. tXriTrJ the this rerth the charrty a(fvanced ed￿atIOn the tEr￿fft the wblic in the history, conStnKti￿1 engirieering, and oWat)c￿ c¢ the SojntlK￿ Railway ste try delrvering rail tr￿r$ ugrwj its brake vans. B￿aUse of tr* rtharéilalxlty of a steam IC￿￿n durirKJ the Seas￿ all 13 of tr£se diesel hauled using the charivs heritage di&. In ajdition, 'night pacerf rail t(NJrs V￿re delNued on 4 (￿Casi(*S ugry the chaiitys dass 144 pacer. The dass 144 was also Lsed to a knJr for k(al sch(K4 children alkm.ng them to see at first ha￿1 the C¥￿￿tion and histw of the steel ￿ as part of their curriculum sbjdies arKJ fty a Sants Swal wthry(kd to take the thildrn ￿ steel a twr of the site. cl 2 I￿￿r5 durirvJ the ￿r. &Jp8vtsed try an driver, members of ttE wblic are mitted to driver I￿ unit around tre ste. A totsl of 1,317 passerrfjets ￿e carried in 2023.24 [because last year5 truths rermyt Cry￿ed a perirjy (* 18 Thwths it s not wtssble to make direct wr to year c(Knpariws C￿ passew numte5J. In addition to rail twrs, arKI subprt to apkyorxiate safety measures, sernal guided t￿r5 were delivered to memtErs of pjblic alk￿ing them to see at first harKI ts W0￿shopS where locomotives arKi rolliry ￿ a￿ (p￿￿6ed and maintsined. In suppxxt of the wrp)ses of the charity a Ixfftt kxJrKJe arKI shc4) cmtsnue to be stsffed by vdunteer5 aTKJ wovides ￿-Ste catwing arKi sales. As hell as ValLk7t￿e 9j5tenan￿ fDr the W￿1C the bJffet and g￿￿ratts acklitional income in the charity. TrE charity ￿tinUeS to ddtver a h￿h txcfile marketing media SLth as F Gcogle and Tripa24. H(y4rn, decfy¢￿ to rerno￿ frcrfn the gte arKI lease them to ots heritage railways during seasm to hdp fund the rthiloing of arth stsam locomrthe kept here. Thts meant thaL once again, no steam ￿￿7)01)ve$ were wrfalable for the 2023.24 o￿atrn9 season. Wo continues to wivately (p•med steam I￿>m(￿ based at the site arKI it is IH¥)ed that when this th is ccvnplete {likely to be in 2025 ￿ 2026] lth will LE availatk to haul rail tour5. No progress has Lwi m* on the re&oration of the 9xieVs L P(4ish Railway steam k(c￿trI￿. earty 2024, the d￿rIty C(￿L￿ regotiati(Ys to lease a freshty ￿rt￿uled OFeralicmal knJrew Barday steam [No 54]. Th15 ill ￿ter Ser¥7￿ for the 2024-25 seas(m. The charitvs diesel kxomoti¥E Nol there￿ remarr6 the main stay of ovations. Th6 remains a series ssue and rf Nol became Unwvi￿b1e then SC￿ rail t￿r5 Y￿Uld have to be cancelled. Thankfijlty a &gnrficant acqutslts￿ duriThJ the FencKI of this rewt was tr requi￿ wie th to be carrbed wt arKI a repaint bth it can ￿ wt irto traffic. Tr trustees like to record tha"r appreuatI￿ to British Steel ￿ this generous cl this I￿￿OtiVe and for the C￿￿tinUed suprth ttrw to the charity. This indudes the use of the engine shed, the yard and access to the railway lires M the site tDJether with gjppmyt in S￿al other ways wrthtyrt which tr* charTty cwld rK)t (*ltbEr its obJecb"ves. As well as 1￿c￿￿e5, the charity is reliant ukK)n the ￿lIabIlty of rolling stoc* to d￿1Ver rail t￿rs. List year the charity agreed a rolling St￿ strate￿. A si9ntficant achievement dunNJ 2023.24 was the delivery of of the wThties within the strategy: ttE crrferhaul of the Shark. tyake van. This has been fitted with a t￿anthr￿ W and work has t￿1 undertak cn the repair of the chassis. As this rewt is written volunteers have j￿t completed w￿k ¢ paintiNJ and letteiing the van so that it can retum to traffic in the new season. Now that on the Shark is comFlete, the ftKus of thanty ¥*ill te utM)n delivery of secormj leg of the strategy whith is cOmFletic￿ of the repairs and repainting ￿ the officers, insFectb¢XI salcryb ￿￿1¢Y*led lry retum to traffK of the two DMU trailer car5. Lnteer capaaty. The tnkn are to reFxNt tr￿t this year c•aoty and capaknlty has been fourKi this th which has commenced with weparing the museum to receive its first wsit(Ys tryEfully in 2024-25. A ggnfficant amount of has LEen urKlertaken fitting cwt displays of material ind￿ing pctures, artefacts and memorabilia b*thich trace tr history (* ged rail the ste. Archival research has c￿tin[￿d with the c￿perati Ixth N¢￿th LI￿￿rGhire MLLsaJrrs and &rtish Steel. A F#Xwilial ohallerKJe is that ￿ amwnt material that has been may exceed trt capaoty to (W 1¢ aIttMX￿ the trustees that are sub-c￿tracted wt] tt relies entirely on the dediGatTron of volunteer members. The chaiity continues to be supwyted ty a core (* arourKI 15-20 vdurrteefs Underta￿'Th) WO￿ at the Ste mainty ￿ Wednesday arKJ Sabjrday. main areas (I ttr£r xbvitses are; restr*ing armd maintsining arKI rrAlir#J ￿ (watir¥J rail t(XWS: 9JwxKb"IYJ Cl￿atr￿S Fxovmding catering and retsil seNices; undertakirvj survrt as xKial media, marketirvj. finan￿. arKI secretarial furKbc Each volunteer day is Lsually 6￿ trKyJf5 I￿ and. [exceFt for Christmas arKI Ne•4 Year] rAunteers are Lsually on gte for 50 ￿eekS of ￿ year. UsirKJ these tyoad pardmeters, it is estimated that durirvj I2.m(￿th of this rekxjrt volunteers C￿tributed over 4,5(MJ tr￿￿rs of their thvn time to the chanty. UgrHJ ONS cakulator the Val￿ of that to the charity was around £51,51XJ. The trustees with to plxe on r￿(￿d their Since￿ thanks to all those vtho have vdunteffed in any capaaty during the1& 12 mcAths. Wrthout thwr ContntXrtb'￿ tr* charity ¥￿ild not be able to function. The tn&ee5 C[￿tinUe to be cmfident ts charity 6 in a Str￿ finarKial tMJgtN)n as it c(YKludes The charity did not reca4E ary gwnfftht ty local go¥EmrrEnt grants during the rwK#J of this repcrt. tknatKYs to the C￿1)nue to increase arrtj alx)ut 51% m(Ye than tYe#iO ar which reflects the strMg V￿tOr interest. AIttrKwh gross income this year appears to be around 25% less than kst year, this can ￿ explained ty the fact that last year was unlsual as r( was the first year the charity was in operaticn: rebent* in 2022.23 indLKJed tr Exp￿KIl￿re this year [£47.446] was wiftantty lity Ihan in 2022.23 [£17.￿7]. TY*re are serferal reas￿$ ts this. The most ggntficant of whid) was £17,(￿7 that was S￿ on the refurbishment of the STrkirL Thts Ind￿ £15,750 paid to contrart￿S and £1,317 for paint and sundries. ctxtractc* payment was made to Theaker JJ"nery Ltd. This is a conr￿ed paty (￿ganisation ty the fact [at time of the award] of the trustee5 were directors that company. The award of the c(rtrart was made stricty in accordan￿ ¥￿th gU￿ance is5￿d Because last year was a'part ￿arf aTrJ spanred ttE f￿MatKM of charity frcm) mi(K iety, ￿￿ne costs a￿ cc*nparable as last year tty pro rats. exam*. in5Jran￿ appears to have i￿eased significanty [£2,850 £8,190 this year] when in fKt £1,920 fv the trarw of the hired in steam kKMiotive No 54. It ts IKWI this W￿11 recovered ty means of a(klttional donation5 Secured through the njnning of the I￿ornOtiVe which it is anticipated ￿11 te w)pular the wblic. The charity was able to comFdete tt c(Mnpleb"on of the of the intwest free loan fty trE repair of the Sh￿ r(K)f that was made ty the Peckett FU￿￿. i ru%tees ¥Msh to place cm reccKd their thanks to the Fund ft f¥KMtirNJ the charity in this way. This mean5 creditLYs tre charity now has are tre payment of the mc¥)thly Ir&ran￿ w￿nIumS ac(Tuals the $Ytrpa￿7ert crf trPS ￿ foc* plate events. and staff wages and reduced passwr le¥Ets. The trustees ￿lIeVe this charity has been ft￿￿nate to experierKe a T￿saI of that w)ybon an increase in paSS￿r donatons. As menb.oned last year, trE profi￿ of many visrtors csmtinues to be towards the'rebred, sector vtho tradtti'(¥)alty have more d¥￿ble inccyne to (kThte than families. Howe4W, the trustees lEtie￿ it is irn¥KYtait to enc￿Jrage vistor participatiiNI fr(Mn all sect(Ys and ts tht5 rea9 continue to pr(r4ide ar￿ events such as tre'night pacerf v4hith generate le￿ of (k)nati￿, txrt ￿lch greater divergty arKI famity partKipation. Cwte the &gnificant irKre& in throt1(K￿. the tnstees are rKX c(xnplacent and reccwjnise this trwKI may rrtx r￿CeSSarity ccrtinue in an U￿rd traJ&tw. this reasm. (￿tinue to carefijlly mmity the rises in fud, materials and irsurantr aiming always to maintsin a surrAus Po￿tIL￿ ¥*￿ p￿Ible. The trustees are ccffttent tr£ tharity is sdvent remains a The of the (harity ￿ 2023.24 VRS cwKe ¥in to hdd Affioent in rese￿ to [a] Meet its obligati￿) to ary cre(kn; [b] Meet tAanned rna1rtwwn￿ aThJ costs arKI rdling Sti￿￿. aThd [c] PThide a reas￿bk fina￿la1 margin ts unplanned arxl unforeseen costs. s at 31 March 2024 tre charity held balan￿ cl £18,872 in its xc(MJnts ar#d cash. of ￿lch £ll,L￿) was eamarked as a reseTrE. The charity h(thts a bank accwnt on tthlf of ttE sharehdders of the Bagnall LcKcvnNi (Mners group. Tr Bagnall Lc(c#itr rhyners group are a group of vDlunteefS and memters of AFRR.S who have wrchased shares in a wnall diesd kKomfft whbch is being (￿ErhaUled at the l(Konkn)ti%e used ty AFR.S. AFR.S also s(xne thares in this I￿notiNe. The furrfls ￿e held in a separate b￿k accwrt in the name of the Bagnall Loc(Mnoti* C￿lP and administered ty trt Trea￿rer ￿ AFR.S ￿ their behalf. (1) At the first annual gwwal meeting rf the membws d the CIO all tre thority trustees all retire office. (2) At every annual general meetsThJ of the memlvs of CIO, mtrthird (¢ the c￿￿rity trustees shall retire from office. If the nurn￿r of charity trustees is not three or a mulb'ple of three, then the nurnbw nearest to ontrthird shall retire fr￿n offi￿, txrt if Ls (x)e charity trustee, he or she ￿￿11 retire; (3) The chaiity bi&ees to retire ty rotati￿ thall be tIKtse ¥*lK> ha¥E been IW in offi since their last apkNJntment CY reaprMintmenL If trustees ¥•￿ W aprxinted or reaptxmnted on the same day those to rets're shall (unless ty otherwise agree amorKJ themselves) be determir& ty k)L" (4) The vacancies so arising may LE filled ty the de0￿￿ on of the Mem1￿15 at the annual general ff*eting; any vaCar￿Je5 rM)t filbj at the annual ge￿ra1 meeting may be filled as tNth1 in Sub￿a￿ (5) of this dw" (5) The memt£rs ￿ the ctr•ity tntstees at any decide to atrKx'nt a rew charity accordan￿ with dause 15 (Retirement and rerrKNal of thaiity trust￿), ￿ as an additsorkil charity tr￿, wovided that tre limrt speafied in dause 12(3) ￿ the number {6) A person so apwnted lry the membtrs of the ao shall retire in accordan￿ with the pr￿￿6 of sulTrdauses (2) and (3) of tt¥s dause. A so appj'nted by chaiity triistees reti￿ at the cLw￿UslCffi ￿ tr* r£¥( annual general meeb"rwJ after the date of his or her appointsiient and shall Th)t be counted for the purpx>se of determinirwj which of the charity tru&ees is to rebre ty rrA3tkyi at that ffttting. ar)d any amendments m* to tt arKI a ccpy of the a(Ys latest trustees, annual rewt and statement of accwnts. In a(klitiC￿, 5e4Jetsry wThides thwn with coFxes of Charity c(xnmisS￿ gUIdar￿ imkKrtart matter5 [i.e. cryfflicts of intues¢ pawts to related parties etc]. The seuetsry rec￿￿5 upjates aThJ guidarKe from time to time the Charity Commissbon which ttw Fxovith to trustees as v￿1 as a briefing if necessary. Because it is a small tharity there is currenty no need tr any sub committees. The trustees usually meet every mnth and hold an annual generdl meets'ng eath autumn and dsgnate p)sts that are filled from v￿thin their number. The charity Cmtsnues to an active member of the *rrtage Railw￿ AsxKiatyM [HRA]. Tre charity has rer*wed its meM1￿rShip c* the kKal voluntsry actKKI umtrdla wisati(wi Vdtsntsry Act￿ Tthyth LirKolrthire' tVANL]. REFERENCE AND ADMINIsfRATIVE DEfAILS Chartty name Registued chartty numb 1196958 Charivs wincipal address N(xth Lirthnthire DN16 IBP NAMES OF THE CHARrrY TRiisfEES WHO MANAGE THE CHARrrY Name of person (or IM)dy) entitled to ap￿1￿ trustee (rf an (Thce (rf any) The meMbw￿1p The memtership The membership The membership membership Paul Cheeseman Christopher Childs Dunn coordinator Steam CCAXL1inatr Chairn￿n and Media & Andrew Humtree Micw Sugden Wi￿ Chairn￿n Frcffi 619123 Resgred 619123 memLwship The membership Theaker Simon Theaker Rolling stock CCAxrfinator memLvship memt*rship e trustees- names c* the directors at the date the Nan Pdul Cl*eseman Signature Signature ACCOUI(rs FOR YEAR ENDING 31 MARCH 2024 IPICOME Saks 765.9) 6,IfAI.IXi 267.01 10,110.17 1545.55 in 1.592.65 15,750.IJ) 117. 32,21&67 P4* Van Hire 170.(X) 81.75 31,841.67 Cr•¥ Teas 154.29 293.89 45.48 8.1￿.70 911.18 ioi.io 342.96 1,317.49 I,5￿. Trarqxyt 54 1.920AI 423. To 15.rKI 171.60 34250.17 47A46.n 3110312023 3110312024 1392.01 432.04 I,(M)5.38 166.19 28.5(￿. 18,440.93 £66,319.75 £66319.75 Rumry ird CL& £1,050a8 Lr£o i m.( Sip £1.363.63 APPLEBY FRcX)I￿HAm RAILWAY . scupmioRPE I have exarnir￿d the of the Appw Frcmyingham Raihvay.kunthorFe for tt endi￿ 31st Marth 2024 a￿1 fwr#J to be c(rt in acc￿dar￿e cash P W Evars 11, Tenters Green, Wcxslwh, Barn*y, 570 5JY 5th August 2024