THE ROBEY TRUST LIMITED
To advance public STEM education in all aspects of the design, building, function, maintenance and operation of heritage engineering items, including steam engines, plant, apparatus and equipment and in particular engines made by Robey of Lincoln, and to this end acquire, restore, operate, preserve and display them for the benefit of the public.
Objects
TO ADVANCE PUBLIC EDUCATION IN ALL RESPECTS OF THE DESIGN, BUILDING, FUNCTION MAINTENANCE AND OPERATION OF STEAM AND OTHER ENGINES, PLANT APPARATUS AND EQUIPMENT AND IN PARTICULAR ENGINES MADE BY ROBEY OF LINCOLN, AND TO THIS END TO ACQUIRE, RESTORE, OPERATE, PRESERVE AND DISPLAY FOR THE BENEFIT OF THE PUBLIC, STEAM VEHICLES AND OTHER HISTORIC ENGINES, ESPECIALLY ITEMS OF THE ROBEY MANUFACTURE.
Financial health, per its FY2025 accounts
The accounts state that the charity held unrestricted reserves of £42,103.31 at the end of the financial year, representing a net cash inflow of £15,535.02. The trustees note that these reserves are held to cover irregular but significant outlays for steam vehicle boiler repairs and ongoing building maintenance.
What the accounts disclose
“Steam vehicles require periodic repair works to boilers, which can be an irregular but significant outlay. The building requires ongoing maintenance works. Both of these require money to be held in reserve for the occasions that significant spending is required.”
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 28/11/2025
- Volunteers: 57
- Government income: £825 — grants £825 (2); 2% of the £46,300 total gross income on the same return
Self-declared on the annual return for the financial year ending 28/11/2024
- Volunteers: 25
- Trustee benefits, answered Yes to: any trustee benefit; other trustee benefit
Self-declared on the annual return for the financial year ending 28/11/2023
- Volunteers: 50
Annual return filing dates (Charity Commission record)
Of its last 5 annual returns with a recorded received date, 3 were received after the due date: year ending 28/11/2025 (received 06/10/2026, 8 days after the 28/09/2026 due date); year ending 28/11/2024 (received 05/11/2025, 38 days after the 28/09/2025 due date); year ending 28/11/2022 (received 30/07/2024, 306 days after the 28/09/2023 due date).
Corporate structure
- Registered company of the charity Companies House 04225304
Company officers (Companies House)
- AYLAND, Jack Benjamin on trustee list
- EDWARDS, Hywel Roger on trustee list
- MASTERS, Alexander on trustee list
- EDWARDS, Bryan on trustee list
- AYLAND, Jack Benjamin
Property (HM Land Registry)
Trustees
- Alexander C F Masterschair
- BRYAN EDWARDS
- Hywel Roger Edwards
- Jack Ayland
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 28/11/2025 | £46k | £31k |
| 28/11/2024 | £28k | £19k |
| 28/11/2023 | £25k | £18k |
| 28/11/2022 | £27k | £23k |
| 28/11/2021 | £34k | £40k |
Common questions
Is THE ROBEY TRUST LIMITED financially healthy?
Per its FY2025 accounts: The accounts state that the charity held unrestricted reserves of £42,103.31 at the end of the financial year, representing a net cash inflow of £15,535.02. The trustees note that these reserves are held to cover irregular but significant outlays for steam vehicle boiler repairs and ongoing building maintenance. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 03/02/2010 | £50k | "Robey & Co.: A significant contributor to England's Industrial Heritage." |
| The National Lottery Heritage Fund | 24/10/1995 | £85k | "Steam Restoration and Maintenance Centre, Tavistock" |
Charities like this
- THE BANBURY STEAM SOCIETY
- ROYAL SCOT LOCOMOTIVE & GENERAL TRUST
- THE CHARITABLE AND EDUCATIONAL TRUST OF THE COMPANY OF SCIENTIFIC INSTRUMENT MAKERS
- HENHAM STEAM RALLY LIMITED
- NATIONAL TRACTION ENGINE TRUST
- RHYL STEAM PRESERVATION TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE ROBEY TRUST LIMITED | £46k | — | — | unclear | — | no doubt |
| THE BANBURY STEAM SOCIETY | £25k | — | 0 | unclear | — | no doubt |
| ROYAL SCOT LOCOMOTIVE & GENERAL TRUST | £8.7m | — | 0 | unclear | — | no doubt |
| THE CHARITABLE AND EDUCATIONAL TRUST OF THE COMPANY OF SCIENTIFIC INSTRUMENT MAKERS | £156k | — | 0 | above | — | no doubt |
| HENHAM STEAM RALLY LIMITED | £199k | — | 0 | unclear | — | no doubt |
| NATIONAL TRACTION ENGINE TRUST | £105k | — | 0 | above | — | no doubt |