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Somerset and Dorset Railway Heritage Trust

Charity rating & review

59/100 Clarity Score · 2 stars · Charity Commission filings · How we score

Verified · Charity Commission data
59 /100

Clarity score

Poor

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Quick answer

Is Somerset and Dorset Railway Heritage Trust a good charity?

Somerset and Dorset Railway Heritage Trust scores 59/100 (2 stars, Poor) on CharityCompare's Clarity Score, calculated from its UK regulator filings. Its latest accounts year is 2025 (£666k total income, cause-spend split not disclosed). This reflects financial transparency and stewardship on paper — not the real-world impact of its programmes. See the full breakdown.

Bath · BA15 1UY Reg 1045547 Registered charity Official website Charity Commission register

What does Somerset and Dorset Railway Heritage Trust do?

Somerset and Dorset Railway Heritage Trust is a registered charity (no. 1045547) working in heritage in Bath · BA15 1UY. Its latest Charity Commission filing does not disclose a charitable-activities spend split in recent filings, though its recent accounts were filed late. Reported income changed sharply in 2025 (likely a merger, transfer or reporting change) — year-on-year trend labels are not meaningful across that step. CharityCompare's Clarity Score rates the organisation only from public Charity Commission accounts — accountability, financial health, efficiency and community support — not the quality or impact of its programmes.

Summarised from public filings — Somerset and Dorset Railway Heritage Trust hasn't added its own description yet. Work here? Add it free →

In short: SOMERSET AND DORSET RAILWAY HERITAGE TRUST scores 59 out of 100 (2 stars). Cause-spend split not disclosed in recent filings. Review the pillar breakdown below.

What is Somerset and Dorset Railway Heritage Trust?

Somerset and Dorset Railway Heritage Trust has a Clarity Score of 59 out of 100 on CharityCompare (2 stars, Poor). Charity Commission registration number 1045547. Status: Registered. Primary cause area: Heritage. Latest accounts year 2025: total income £666k, cause-spend split not disclosed in that filing. Accounts filing: late. 1 filing concern(s) noted on this profile. Scores are independent and based on official filings — not a donation recommendation.

Data from Charity Commission register, last updated .

Overall score

59/100

2★ · Poor

Cause spend

N/D

Not disclosed in filings

Accountability

75/100

Finance beacon

Income

£666k

Latest year 2025

Reserves

Months of running costs

Accounts filing

Late

Check register

Fundraising efficiency not stated · Overhead not disclosed · Website on register · Confidence: medium

How does SOMERSET AND DORSET RAILWAY HERITAGE TRUST compare?

Clarity Score percentile against similar UK charities — the share of peers SOMERSET AND DORSET RAILWAY HERITAGE TRUST scores higher than.

Income band (£500k–£1m)10thpercentile

Scores higher than 10% of 2,187 charities in its income band · 59/100 vs 79 peer average (marker).

Heritage charities9thpercentile

Scores higher than 9% of 151 charities in this cause · 59/100 vs 77 peer average (marker).

How reliable is Somerset and Dorset Railway Heritage Trust's data?

Source
Charity Commission (England & Wales)
Accounts year
2025
Filing date
Profile reviewed

Medium confidence — some data missing or late

Scores reflect the latest annual accounts on the register. Clarity Score measures how clearly the charity accounts for money in those filings — not programme impact.

Contains public sector information licensed under the Open Government Licence v3.0. Sources: Charity Commission for England and Wales, Office of the Scottish Charity Regulator and Charity Commission for Northern Ireland. Open Government Licence v3.0 .

What is Somerset and Dorset Railway Heritage Trust's Beacon report?

Detailed accountability and finance metrics from UK regulator filings — structured for transparency in our four-beacon report.

Accountability & Transparency

Baseline trust from filing discipline, board oversight, and declared governance policies.

75/100

Accountability & Transparency metrics for SOMERSET AND DORSET RAILWAY HERITAGE TRUST
Metric Score Value
Filing history (5 years)

100% on-time over five years = 15 pts · one late filing = 5 pts · two or more = 0 pts.

33% 5/15 pts
Trustee oversight

Three or more trustees on the register = 15 pts, scaled down for fewer (governance red flag below three).

100% 9 trustees · 15/15 pts
Declared policies

Safeguarding (4) · conflict of interest (3) · volunteer management (3) — from Charity Commission annual return.

100% 10/10 pts

Financial Health

Stability and solvency — reserves, revenue trend, and debt from Charity Commission accounts.

47/100

Financial Health metrics for SOMERSET AND DORSET RAILWAY HERITAGE TRUST
Metric Score Value
Reserves (months of cash)

3–24 months = full marks, tapering on both sides · 0 months or 4+ years (hoarding) = 0 pts.

0% Not stated · 0/15 pts
Income stability / growth

+20% or more over the window = 10 pts · flat = 5 pts · −20% or worse = 0 pts, scaled between.

100% 10/10 pts · 3-year average
Liabilities to assets

0% liabilities-to-assets = 5 pts, scaling down to 0 pts at 60%+ debt.

80% 6% · 4/5 pts

Financial Efficiency

How efficiently funds reach the cause — program spend and fundraising cost ratios.

50/100

Financial Efficiency metrics for SOMERSET AND DORSET RAILWAY HERITAGE TRUST
Metric Score Value
Program expense ratio

90%+ on charitable activities = full marks, scaling down to 0 pts at 50% or below.

0% Not stated · 0/10 pts
Fundraising efficiency

≤10p to raise £1 = full marks, scaling down to 0 pts at 40p or above (fundraising cost ÷ income).

100% 0p per £1 income · 10/10 pts (3-year average)

Community Support

Grassroots backing from Charity Commission workforce data — volunteers vs paid staff.

50/100

Community Support metrics for SOMERSET AND DORSET RAILWAY HERITAGE TRUST
Metric Score Value
Volunteer-to-staff ratio

Volunteers at 2x staff or more = full marks · no volunteers = 0 pts, scaled between.

50% 50 volunteers · 5/10 pts

How we calculate beacon scores →

What is Somerset and Dorset Railway Heritage Trust's Clarity Score?

59/100 total · Poor · 2 of 5 stars

Four pillars (40 + 30 + 20 + 10 points) from Charity Commission filings — see methodology for full weightings.

75/100
Accountability & Transparency
47/100
Financial Health
50/100
Financial Efficiency
50/100
Community Support

Accountability & Transparency

Baseline trust from filing discipline, board oversight, and declared governance policies.

75/100

Filing history (5 years)5/15 pts
Trustee oversight9 trustees · 15/15 pts
Declared policies10/10 pts

Financial Health

Stability and solvency — reserves, revenue trend, and debt from Charity Commission accounts.

47/100

Reserves (months of cash)Not stated · 0/15 pts
Income stability / growth10/10 pts · 3-year average
Liabilities to assets6% · 4/5 pts

Financial Efficiency

How efficiently funds reach the cause — program spend and fundraising cost ratios.

50/100

Program expense ratioNot stated · 0/10 pts
Fundraising efficiency0p per £1 income · 10/10 pts (3-year average)

Community Support

Grassroots backing from Charity Commission workforce data — volunteers vs paid staff.

50/100

Volunteer-to-staff ratio50 volunteers · 5/10 pts

How much does Somerset and Dorset Railway Heritage Trust raise and spend?

Latest filed year 2025 · Source: Charity Commission filings

SOMERSET AND DORSET RAILWAY HERITAGE TRUST revenue and expenses for 2025
Category Amount % of spend
Total income £666k
Total expenditure £588k
Charitable activities Not disclosed

Where does the money go?

Latest accounts (2025) · £588k spent. Not disclosed in this filing — the Charity Commission return omits the charitable-activities split.

What trust indicators does Somerset and Dorset Railway Heritage Trust have?

Pulled from the Charity Commission register — filing behaviour, board size, and workforce where reported.

  • Accounts filed on time

    Filing status: late

  • Trustee board size (3–12)

    9 trustees on the Charity Commission register

Fundraising Regulator

Status not yet checked

Separate from our financial scores — shows whether the charity follows the Code of Fundraising Practice.

Check Fundraising Regulator →

Official register

Reg 1045547

Full trustee list, accounts, and regulatory history on the Charity Commission.

View on Charity Commission →

Trustees & officers

  • JOHN RONALD BAXTER
  • PHILIP HOWARD JONES since 2014
  • STEPHEN LACEY Chair · since 2016
  • Barrie Papworth since 2018
  • Roger Burfitt since 2018
  • Brian Litherland since 2018
  • Malcolm Barton since 2020
  • Joseph Cosgrave since 2020
  • Christopher Ruddick since 2022
How we score charities +

The Clarity Score is a 100-point rating from UK regulator filings (Charity Commission for England and Wales, OSCR and CCNI). Four pillars — Accountability & Transparency (40), Financial Health (30), Financial Efficiency (20), and Community Support (10) — each scored on a continuous scale, not pass/fail cutoffs. A statutory inquiry sets the score to 0 automatically.

Full methodology →

Accountability & Transparency

Scored from filings

40 points — filing history (15), trustee oversight (15, scaling up to a board of three or more), declared policies (10).

Financial Health

Scored from filings

30 points — reserves (15, full marks 3–24 months, tapering on both sides), income stability (10), liabilities to assets (5, scaling down as debt rises).

Financial Efficiency

Scored from filings

20 points — program expense ratio and fundraising cost, each on a graduated scale (not a single cutoff). Kept at 20% of the total: financial-ratio scoring alone is not a reliable effectiveness signal (see "why not just an overhead ratio?" below).

Community Support

Scored from filings

10 points — volunteer-to-staff ratio from Charity Commission workforce data, scaling continuously up to a 2:1 ratio.

Overall score

Sum of all pillar points. Display stars use the same bands as the labels: 90–100 → 5★ Exceptional; 75–89 → 4★ Good; 60–74 → 3★ Needs improvement; 1–59 → 2★ Poor; 0 → not rated.

How have Somerset and Dorset Railway Heritage Trust's finances changed over five years?

£0k £200k £400k £600k £800k 2021 2022 2023 2024 2025 Income 2021: £107k Spending 2021: £81k Cause spend 2021: £0k Income 2022: £114k Spending 2022: £75k Cause spend 2022: £0k Income 2023: £106k Spending 2023: £86k Cause spend 2023: £0k Income 2024: £127k Spending 2024: £51k Cause spend 2024: £0k Income 2025: £666k Spending 2025: £588k Cause spend 2025: £0k
  • Income
  • Spending
  • Cause spend

Values in £ thousands · Cause spend plotted only when the filing discloses a split · Source: Charity Commission accounts

What are the key facts about Somerset and Dorset Railway Heritage Trust?

Overall score
59/100 (2★)
Income
£666k
Cause spend
Not disclosed
Reg number
1045547
Scope
Local (bath)
Reserves
Trustees
9
Accounts year
2025
Filing
late

Where SOMERSET AND DORSET RAILWAY HERITAGE TRUST sits

The causes this charity is classified under, and other charities working nearby.

Similar heritage charities

Top-rated peers by CharityCompare score

How can you share Somerset and Dorset Railway Heritage Trust's rating?

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How do you add Somerset and Dorset Railway Heritage Trust's rating to your site?

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What red flags does Somerset and Dorset Railway Heritage Trust have?

Frequently asked questions

Common questions about Somerset and Dorset Railway Heritage Trust's rating, finances, and Charity Commission status.

Is Somerset and Dorset Railway Heritage Trust a good charity? +

Somerset and Dorset Railway Heritage Trust scores 59 out of 100 (2 stars — Poor) on CharityCompare's Clarity Score, our independent read of its UK regulator filings. Its recent filings do not disclose a charitable-activities spend split and its accounts are late. That reflects how transparent and financially healthy it looks on paper — it does not measure the real-world impact of its work, so treat it as one factor alongside the cause you care about. CharityCompare never tells you where to donate.

Is Somerset and Dorset Railway Heritage Trust a legitimate charity? +

Yes — Somerset and Dorset Railway Heritage Trust is a legitimate registered charity (charity number 1045547). Verify it on the official register: https://register-of-charities.charitycommission.gov.uk/en/charity-search/-/charity-details/1045547. Registration proves status; Clarity Score then summarises filing transparency on paper, not programme impact.

What is Somerset and Dorset Railway Heritage Trust's charity number? +

Somerset and Dorset Railway Heritage Trust's charity number is 1045547. Check that number on the official register (Charity Commission, OSCR or CCNI) or this CharityCompare profile before you donate — scammers sometimes reuse real numbers on fake appeals.

What is Somerset and Dorset Railway Heritage Trust's charity rating? +

Somerset and Dorset Railway Heritage Trust scores 59 out of 100 on CharityCompare (2 stars — Poor). The Clarity Score V1 sums four pillars from UK regulator filings: Accountability & Transparency (40 pts), Financial Health (30), Financial Efficiency (20), and Community Support (10). Stars use the same bands as those labels — 90+ is 5★ Exceptional. It is not an impact ranking.

Does Somerset and Dorset Railway Heritage Trust have reviews and complaints? +

CharityCompare does not host public user reviews for Somerset and Dorset Railway Heritage Trust. Instead you get a filing-based Clarity Score, cause spend, reserves and red flags such as late accounts (1 filing concern(s) noted on this profile). For formal complaints about a charity, contact the Charity Commission, OSCR, CCNI or the Fundraising Regulator as appropriate.

How much of my donation reaches Somerset and Dorset Railway Heritage Trust? +

Somerset and Dorset Railway Heritage Trust does not disclose a charitable-activities spend split in its recent UK regulator filings, so there is no official figure for how much of a donation reaches the cause. CharityCompare reports this as "not disclosed" rather than assuming a number.

What are Somerset and Dorset Railway Heritage Trust's overheads? +

Somerset and Dorset Railway Heritage Trust's recent UK regulator filings do not disclose a fundraising or governance cost split, so no official overhead percentage is available. The filings CharityCompare uses do not publish CEO or senior-staff pay, so we cannot say what Somerset and Dorset Railway Heritage Trust's chief executive is paid — where disclosure rules apply, senior pay appears in the trustees' annual report on the Charity Commission register.

How much income does Somerset and Dorset Railway Heritage Trust receive? +

Somerset and Dorset Railway Heritage Trust reported £666k total income in its 2025 accounts, based on UK regulator filings. Five-year trend: restructured.

Are Somerset and Dorset Railway Heritage Trust's accounts up to date? +

Filing status: late (last filing 2026-06-24). CharityCompare flags late or missing accounts separately from the financial score.

Where is Somerset and Dorset Railway Heritage Trust based? +

Somerset and Dorset Railway Heritage Trust is listed at Bath · BA15 1UY, focused on heritage.

How does CharityCompare score Somerset and Dorset Railway Heritage Trust? +

We calculate a Clarity Score of 0–100 from four pillars in Somerset and Dorset Railway Heritage Trust's regulator filings: Accountability & Transparency (40 points — filing history, trustees, policies), Financial Health (30 — reserves, income trend, debt), Financial Efficiency (20 — cause spend and fundraising cost, on a graduated scale) and Community Support (10 — volunteer-to-staff ratio). An open statutory inquiry scores 0. The score measures reporting on paper, not programme impact. CharityCompare is free for donors, takes no commission on donations, and scores cannot be bought.

How often is this page updated? +

This profile was last updated on 17 July 2026 from the latest UK regulator data available to CharityCompare, and Somerset and Dorset Railway Heritage Trust's most recent accounts cover 2025. Scores and figures refresh whenever we re-ingest the register, so the page reflects our latest data pull rather than a one-off review.