Finance Score: -2

Governance Score: 5

Support Score: 1

Deficit latest year: -2
No PartB

Good trustee age range: +3
Dynamic board: +3
Mainly female board: -1

Grant maker support: +1

Overall GiG Score: 4

MIDSOMER NORTON & RADSTOCK DIAL A RIDE

The Midsomer Norton, Radstock & District Dial-a-Ride is a non-profit organisation which provides a door-to-door Community Transport service to anyone who has difficulty accessing regular Public Transport. This includes the elderly, wheelchair users, young people living in rural areas, those suffering from disability and those with special needs.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly female

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income was lower than spending in the latest year

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	Volun- teers
31/03/23		£218	£243	£-25	n/a	n/a	n/a	n/a	n/a	0
31/03/22		£193	£182	£11	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£180	£140	£41	n/a	n/a	n/a	n/a	n/a	1
31/03/20		£200	£203	£-3	n/a	n/a	n/a	n/a	n/a	1
31/03/19		£173	£170	£3	n/a	n/a	n/a	n/a	n/a	1
31/03/18		£173	£170	£3	£0	£0	£0	n/a	0	0
31/03/17		£169	£164	£5	£0	£0	£0	n/a	0	0
31/03/16		£168	£161	£8	£0	£0	£0	n/a	0	0
31/03/15		£170	£174	£-4	£0	£0	£0	n/a	0	0
31/03/14		£176	£162	£14	£0	£0	£0	n/a	0	0
31/03/13		£174	£166	£8	£0	£0	£0	n/a	0	0
31/03/12	*	£189	£172	£17	£0	£0	£0	n/a	0	0
31/03/11		£148	£179	£-31	£0	£0	£0	n/a	0	0
31/03/10		£284	£169	£115	£0	£0	£0	n/a	0	0
31/03/09		£138	£131	£7	£0	£0	£0	n/a	0	0
31/03/08		£109	£106	£3	£0	£0	£0	n/a	0	0
31/03/07	*	£83	£88	£-4	£0	£0	£0	n/a	0	0
31/03/06	*	£61	£46	£14	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 19 years

info@dialaridemsn.co.uk

01761417504

Charity Commission for England and Wales

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Transportation and storage activities

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Bath And North East Somerset,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Replacement bus fund.
£10,000	06/11/2020 6	The funding will contribute towards the cost to buy a replacement minibus as the current bus may soon be unusable. The project aims to provide a reliable volunteer transport service to the older ....more The funding will contribute towards the cost to buy a replacement minibus as the current bus may soon be unusable. The project aims to provide a reliable volunteer transport service to the older community and those with mobility issues who might otherwise might not be able to access GP or hospital appointments.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 43-93

JADY FACKRELL Appointed: 2023, Occupation: Business Person

TIM JENNINGS Appointed: 2023, Occupation: Retired

JAYNE BOND Appointed: 2021, Occupation: Housewife, Other trusteeship: 2ND PAULTON SCOUT GROUP,

MARGARET ASHMAN Appointed: 2019, Occupation: Retired

PHYLLIS GAY (Chair) Appointed: 2004, Occupation: Retired Civil Servant, Other trusteeships: WRITHLINGTON VILLAGE HALL AND RECREATION GROUND, WHITELANDS SPRINGFIELD & TYNING COMMUNITY ASSOCIATION,

SHIRLEY JUNE STEEL BEM, Other trusteeship: RADSTOCK MIDSOMER NORTON AND DISTRICT MUSEUM SOCIETY,

Legal constitution

Charitable company registered in England & Wales on 04/05/2005, number: 1109319
Registered at Companies House on 18/11/2004, number: 05290277

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

18 returns made; AR12: 118 days late, AR07: 1 days late, AR06: 29 days late,

Main office

The Hollies
High Street
Midsomer Norton
BA3 2DP

Objectives

TO PROVIDE A COMMUNITY TRANSPORT SERVICE FOR SUCH OF THE INHABITANTS OF MIDSOMER NORTON AND RADSTOCK AND ITS ENVIRONS WHO ARE IN NEED OF SUCH A SERVICE BECAUSE OF AGE, SICKNESS OR DISABILITY (MENTAL OR PHYSICAL), OR POVERTY, OR BECAUSE OF A LACK OF AVAILABILITY OF ADEQUATE AND SAFE PUBLIC PASSENGER SERVICES.

Defined Area of Benefit:

MIDSOMER NORTON AND RADSTOCK AND ITS ENVIRONS

Data Sources