Changes

The Trust is a [[Severn Valley Railway (Holdings) PLC#Notable_shareholdings|minor shareholder in SVR(H)]] by way of donated or bequeathed shares. In the 2012 Share Offer existing shareholders with small numbers of shares who did not want to increase their holding were invited to donate their shares to the Trust. In 2020 2021 the market value was £24,435<ref name=accounts20accounts21>Report and Financial Statements to 30 June 20202021, via Companies House</ref>.

| 2020 || style="text-align:right;" | £2,141,254 || Includes £691k Falling Sands Viaduct renovation and £503k bequest allocated to 4930 Hagley Hall.<ref name=accounts20>Report and Financial Statements to 30 June 2020, via Companies House</ref>

| 2021 || style="text-align:right;" | £690,171 |||-|}

The Trust set up an endowment Future Fund, the income from which is intended to allow sustainable investment on the Railway in years to come. It has aspirations to grow the Fund eventually to £10 million.<ref>SVRLive Charitable Trust page, 26 April 2017</ref> It appointed professional investment managers, Brewin Dolphin, to manage the investment. Donations to the Future Fund were matched, pound for pound, by a [[:Category:Lottery funding#National_Lottery_Heritage_Fund|Heritage Lottery Fund]] Catalyst programme grant of up to £500,000 which was awarded in 2013 and reached on 26 May 2017, giving a total fund value of over £1 million. By June 2020 2021 it had grown to £1.48 42 million<ref name=accounts20accounts21/>.

The Trust's website lists its current appeals (11 as at 2021) and the annual report and accounts details funds restricted by the donor to particular items or projects (16 19 as at 20202021)<ref name=accounts20accounts21/>.