Finance Score: -2
Governance Score: 1
Support Score: 5
  • Multiple Deficits: -2
  • No PartB
  • Narrow trustee age band: -2
  • Dynamic board: +3
  • Large volunteer base +3
  • Overall weighted support: +2
Overall GiG Score: 4 ?

WIVELISCOMBE AREA PARTNERSHIP

Provision of a community transport service for those who are in need of such a service because of age, sickness, disability or financial need or because of a lack of availability of adequate and safe public passenger services in the area surrounding the town of Wiveliscombe, Somerset.Provision of support services for the residents of the town of Wiveliscombe, Somerset and the surrounding area.
Analysis by Giving is Great

Positives:

  • This charity has been successful in attracting volunteers relative to its size
  • Spending has increased over the last 3 years relative to the previous period
  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

  • The Board has little diversity in terms of age

Financial issues to consider:

  • On several occasions in recent years income has been less than spending
  • 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 £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/03/23*£135£142£-7n/an/an/an/an/an/a
31/03/22£122£139£-16n/an/an/an/an/an/a
31/03/21£125£101£24n/an/an/an/an/an/a
31/03/20£121£137£-17n/an/an/an/an/an/a
31/03/19£131£106£25n/an/an/an/an/an/a
31/03/18£170£118£53n/an/an/an/an/an/a
31/03/17£95£113£-18n/an/an/an/an/an/a
31/03/16£118£119£-1n/an/an/an/an/an/a
31/03/15£105£92£13n/an/an/an/an/an/a
31/03/14£105£98£7n/an/an/an/an/an/a
31/03/13£101£82£19n/an/an/an/an/an/a
31/03/12£93£77£16n/an/an/an/an/an/a
31/03/11*£105£96£8n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 15 years
(22 years as a company)

www.wiveylink.com

communityoffice@wiveliscombe.com

01984624777

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Economic/Community Development/Employment
  • Environment/Conservation/Heritage
GiG Classification
  • Transport and storage activities
How it operates
  • Acts as an umbrella or resource body
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Somerset,
Who it helps
  • Elderly/Old People
  • People With Disabilities
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

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

Specific Donations
Amount When
Months
To be used for
Somerset Community Foundation - Community transport scheme to combat isolation
£1,000 12/05/2022
Community transport scheme to combat isolation
Somerset Community Foundation - Grant to Wiveliscombe Area Partnership
£1,000 01/03/2022
Adaption of vehicles to make them accessible for older people who do not have access to a car or who have disabilities
Somerset Community Foundation - Vehicle accessibility adaptation for a community transport service
£5,000 21/12/2021
Vehicle accessibility adaptations for a community transport service
Somerset Community Foundation - COVID19 Support for vulnerable older people
£3,500 21/04/2020
2
Support for vulnerable older people during coronavirus

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)
Current Trustees appointed
Gender Split

Age Range of Trustees: 64-75
  • ANDREW SMITH Appointed: 2016, Occupation: Retired
  • ALAN MEASURES Appointed: 2022, Occupation: Hr Director
  • ANDREW FORBES MICHIE Appointed: 2022, Occupation: Retired
  • BRETT ADSHEAD Appointed: 2023, Occupation: Retired
  • ELIZABETH HURRY Appointed: 2021, Occupation: Retired
  • EWAN ROBERTSON Appointed: 2018, Occupation: Retired
  • MR TERRY FIELD Appointed: 2017, Occupation: Retired
  • PAULINE JEAN HOMESHAW (Chair) Appointed: 2018, Occupation: Retired
Legal constitution
  • Charitable company registered in England & Wales on 25/11/2009, number: 1132983
  • Registered at Companies House on 10/01/2002, number: 04351175
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • 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
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
13 returns made; AR23: 19 days late, AR11: 39 days late,
Main office

WIVELISCOMBE AREA COMMUNITY OFFICE
WIVELISCOMBE HOUSE
3 THE SQUARE
WIVELISCOMBE
TAUNTON
TA4 2JT

Objectives

1 TO PROMOTE THE ENHANCEMENT, IMPROVEMENT AND AMENITY OF THE AREA OF BENEFIT2 TO PROVIDE, IMPROVE AND MAINTAIN PUBLIC AMENITIES IN THE AREA OF BENEFIT3 TO RELIEVE FINANCIAL HARDSHIP IN THE AREA OF BENEFIT BY PROVIDING OR FACILITATING THE PROVISION OF HOUSING FOR THOSE WHO ARE IN NEED4 TO PROVIDE A COMMUNITY TRANSPORT SERVICE FOR THOSE WHO ARE IN NEED OF SUCH A SERVICE BECAUSE OF AGE, SICKNESS, DISABILITY OR FINANCIAL NEED OR BECAUSE OF A LACK OF AVAILABILITY OF ADEQUATE AND SAFE PUBLIC PASSENGER SERVICES5 THE PROVISION OF RECREATIONAL FACILITIES OR OTHER LEISURE TIME OCCUPATION FOR THE INHABITANTS OF THE AREA OF BENEFIT WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, FINANCIAL HARDSHIP OR SOCIAL AND ECONOMIC CIRCUMSTANCES, HAVE NEED OF SUCH FACILITIES OR FOR THE PUBLIC AT LARGE IN THE INTERESTS OF SOCIAL WELFARE AND WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE OF THE SAID INHABITANTS6 TO RELIEVE UNEMPLOYMENT IN THE AREA OF BENEFIT IN SUCH WAYS AS MAY BE THOUGHT FIT INCLUDING THE PROVISION OR ASSISTANCE IN THE PROVISION OF WORKSPACE, BUILDINGS, LAND OR INFRASTRUCTURE FOR USE ON FAVOURABLE TERMS, TRAINING AND INFORMATION7 THE PROMOTION OF HEALTH IN THE AREA OF BENEFIT8 THE PREVENTION OF CRIME IN THE AREA OF BENEFIT BY PROMOTING COOPERATION BETWEEN THE PUBLIC AND THE POLICEIN THESE OBJECTS, 'THE AREA OF BENEFIT' MEANS THE TEN PARISHES COMPRISING WIVELISCOMBE, HUISH CHAMPFLOWER, MILVERTON, STAWLEY, CLATWORTHY, BROMPTON RALEGH, CHIPSTABLE, FITZHEAD, BATHEALTON AND ASHBRITTLE AND THE SURROUNDING AREA

Defined Area of Benefit:

WIVELISCOMBE, HUISH CHAMPFLOWER, MILVERTON, STAWLEY, CLATWORTHY, BROMPTON RALEGH, CHIPSTABLE, FITZHEAD, BATHEALTON AND ASHBRITTLE AND THE SURROUNDING AREA

Data Sources

Charity Commission for England and Wales
360 Giving

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