Finance Score: -8

Governance Score: 0

Support Score: 3

Accounts filed more than 5 days late: -2 times
Spending falling: -1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Narrow trustee age band: -2
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: -5

LUNE VALLEY TRANSPORT ENTERPRISE LIMITED

To provide for charitable purposes only, transport for the benefit of the people of the Lancashire Lune Valley and South Cumbria areas who are in specific need by reason of their age, youth, poverty, illness or disability.

Analysis by Giving is Great

Positives:

The charity has received income from Government contracts
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/03/23		£4	£4	£0	n/a	n/a	n/a	n/a	n/a
31/03/22		£3	£4	£0	n/a	n/a	n/a	n/a	n/a
31/03/21	*	£0	£12	£-12	n/a	n/a	n/a	n/a	n/a
31/03/20	*	£69	£143	£-74	n/a	n/a	n/a	n/a	n/a
31/03/19		£326	£323	£2	n/a	n/a	n/a	n/a	n/a
31/03/18		£311	£313	£-3	£0	£0	£0	n/a	0
31/03/17		£337	£334	£4	£0	£0	£0	n/a	0
31/03/16		£261	£252	£9	£0	£0	£0	n/a	0
31/03/15		£217	£223	£-7	£0	£0	£0	n/a	0
31/03/14		£185	£198	£-13	£0	£0	£0	n/a	0
31/03/13		£147	£206	£-59	£0	£0	£0	n/a	0
31/03/12		£252	£327	£-75	£0	£0	£0	n/a	0
31/03/11		£477	£462	£15	£0	£0	£0	n/a	0
31/03/10		£477	£462	£15	£0	£0	£0	n/a	0
31/03/09		£572	£537	£35	£4	£228	£228	5.1	21
31/03/08		£500	£502	£-2	£0	£0	£0	n/a	0
31/03/07		£443	£423	£20	£0	£0	£0	n/a	0
31/03/06		£447	£410	£37	£0	£0	£0	n/a	0
31/03/05		£448	£390	£58	£0	£0	£0	n/a	0
31/03/04		£404	£354	£50	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 30 years
(34 years as a company)

lunevalleytransport@hotmail.co.uk

07970339025

Charity Commission for England and Wales

Listed activities

Disability

GiG Classification

Transportation and storage activities

How it operates

Provides services

Where it operates

Blackpool, Cumbria, Lancashire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

Age Range of Trustees: 74-84

GORDON SAMUEL JOSEPH WESTERN Appointed: 2007, Occupation: Retired

KEITH BUDDEN (Chair), Other trusteeships: LANCASTER CHARITY, PLATTEN AND BENSON ALMSHOUSE CHARITY, BOLTON LE SANDS FREE GRAMMAR SCHOOL,

MICHAEL TOBIAS Appointed: 2012, Occupation: Retired

WENDY THOMPSON, Occupation: Retired

DIANE CROMPTON Appointed: 2005, Occupation: Retired, Other trusteeship: THE LANCASTER DISTRICT MOBILITY TRUST,

Legal constitution

Charitable company registered in England & Wales on 10/03/1994, number: 1034716
Registered at Companies House on 12/12/1989, number: 02451487

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Risk management
Safeguarding vulnerable beneficiaries

Filing Record

20 returns made; AR21: 44 days late, AR20: 51 days late,

Main office

Lune Valley Transport
Unit 5
Vickers Industrial Estate
Mellishaw Lane
MORECAMBE
LA3 3EN

Objectives

TO PROVIDE FOR CHARITABLE PURPOSES ONLY TRANSPORT FOR THE BENEFIT OF THE PEOPLE OF THE LANCASHIRE AND LUNE VALLEY AREAS WHO ARE IN SPECIFIC NEED BY REASON OF THEIR AGE YOUTH POVERTY ILLNESS OR DISABILITY

Defined Area of Benefit:

LANCASHIRE AND THE LUNE VALLEY

Data Sources