Finance Score: 0

Governance Score: -3

Support Score: 5

No PartB

Narrow trustee age band: -2
Mainly male board: -1

Grant maker support: +5

Overall GiG Score: 2

ACCESSIBLE TRANSPORT WEST SOMERSET

The object of the Company is to provide a Community Transport service for such of the inhabitants of West Somerset and surrounding areas who are in need of this service because of age, sickness, deprivation, disadvantage or disability (mental or physical), or poverty, or because of a lack of availability of adequate and safe public passenger services.

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

The Board is predominantly male
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

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		£419	£388	£32	n/a	n/a	n/a	n/a	n/a
31/03/22		£399	£391	£8	n/a	n/a	n/a	n/a	n/a
31/03/21		£494	£355	£140	n/a	n/a	n/a	n/a	n/a
31/03/20		£392	£357	£35	n/a	n/a	n/a	n/a	n/a
31/03/19		£379	£348	£31	n/a	n/a	n/a	n/a	n/a
31/03/18		£228	£396	£-168	£0	£0	£0	n/a	0
31/03/17		£419	£409	£10	£0	£0	£0	n/a	0
31/03/16		£413	£401	£13	£0	£0	£0	n/a	0
31/03/15	*	£403	£377	£26	£0	£0	£0	n/a	0
31/03/14		£385	£351	£34	£0	£0	£0	n/a	0
31/03/13		£300	£293	£7	£0	£0	£0	n/a	0
31/03/12		£361	£287	£74	£0	£0	£0	n/a	0
31/03/11		£344	£323	£21	£0	£0	£0	n/a	0
31/03/10		£339	£298	£41	£0	£0	£0	n/a	0
31/03/09		£415	£288	£127	£0	£0	£0	n/a	0
31/03/08		£277	£271	£6	£0	£0	£0	n/a	0
31/03/07		£186	£139	£47	£0	£0	£0	n/a	0
31/03/06		£128	£62	£66	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 19 years

www.atwest.org.uk

atwestoffice@aol.com

01643709701

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
Environment/Conservation/Heritage
General Charitable Purposes

GiG Classification

Transportation and storage activities

How it operates

Provides services

Where it operates

Somerset,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

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.

Major supporters in last 5 years

Somerset Community Foundation	£39,880
DCMS	£37,956
Co-Operative Group	£4,049

Specific Donations

Amount	When Months	To be used for
Somerset Community Foundation - COVID19 newsletter for bus passengers
£1,000	28/05/2021	COVID19 newsletter for bus passengers
DCMS - Coronavirus Community Support Fund
£37,956	29/09/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Somerset Community Foundation - A new minibus for ATWEST Community Transport
£36,000	04/08/2020 15	A new minibus for ATWEST Community Transport
Somerset Community Foundation - COVID19 Reintroducing shopping and community transport services for older people in West Somerset
£2,880	31/07/2020 5	Grant to Accessible Transport West Somerset
Co-Operative Group - Grant to Accessible Transport West Somerset (Atwest)
£4,049	15/11/2019	We need to buy a minibus that will enable transport for the elderly, disabled and disadvantaged people of West Somerset.
Somerset Community Foundation - Keeping afloat - looking for support after a shipwreck!
£2,500	21/09/2018 6	Core costs of delivering a community transport scheme.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 70-80

DAVID RAYMOND CROXTON Appointed: 2023, Occupation: Retired

MARTIN DEWDNEY Appointed: 2019, Occupation: Retired

ROBERT SEALY JOHN BRYANT Appointed: 2013, Occupation: Tax Assistant, Other trusteeship: WYNDHAM'S CHARITY,

RONALD CLIVE MCDONALD (Chair) Appointed: 2016, Occupation: Retired

DAVID BATES Appointed: 2007, Occupation: Solicitors Clerk, Other trusteeship: WEST SOMERSET ADVICE BUREAU,

JEAN PARBROOK Appointed: 2019, Occupation: Retired, Other trusteeship: WEST SOMERSET ADVICE BUREAU,

Legal constitution

Charitable company registered in England & Wales on 31/08/2005, number: 1111116
Registered at Companies House on 18/03/2005, number: 05398337

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
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

Filing Record

18 returns made; AR15: 28 days late,

Main office

ACORN PARK
BRUNEL WAY
MINEHEAD
SOMERSET
TA24 5BY

Objectives

For the relief of those in need by reason of youth, age, ill health, disability, financial hardship, rural isolation or other disadvantage, in particular, but not exclusively, by providing transport for all community groups and individuals whose needs are not met by conventional transport.

Defined Area of Benefit:

WEST SOMERSET AND SURROUNDING AREAS

Data Sources