Finance Score: -2

Governance Score: 3

Support Score: 8

Deficit latest year: -2
No PartB

No volunteer policy: -2
No conflicts policy: -1
Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +5

Overall GiG Score: 9

OKEHAMPTON DISTRICT COMMUNITY TRANSPORT GROUP

The provision of transport facilities for the elderly, disabled, poor, mothers with young children or people living in isolated areas where there are no adequate public transport facilities.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy

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

Established: 31 years

www.odctg.co.uk

sue.odctg@btinternet.com

0183755000

Charity Commission for England and Wales

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		£93	£107	£-14	n/a	n/a	n/a	n/a	n/a	50
31/03/22		£114	£94	£21	n/a	n/a	n/a	n/a	n/a	24
31/03/21		£82	£73	£9	n/a	n/a	n/a	n/a	n/a	45
31/03/20		£94	£93	£1	n/a	n/a	n/a	n/a	n/a	41
31/03/19		£95	£92	£3	n/a	n/a	n/a	n/a	n/a	37
31/03/18		£87	£88	£0	£0	£0	£0	n/a	0	0
31/03/17		£95	£91	£4	£0	£0	£0	n/a	0	0
31/03/16		£141	£137	£4	£0	£0	£0	n/a	0	0
31/03/15		£81	£87	£-6	£0	£0	£0	n/a	0	0
31/03/14		£86	£86	£0	£0	£0	£0	n/a	0	0
31/03/13		£78	£80	£-3	£0	£0	£0	n/a	0	0
31/03/12		£99	£94	£5	£0	£0	£0	n/a	0	0
31/03/11		£89	£86	£3	£0	£0	£0	n/a	0	0
31/03/10		£109	£115	£-6	£0	£0	£0	n/a	0	0
31/03/09		£82	£66	£17	£0	£0	£0	n/a	0	0
31/03/08		£64	£63	£1	£0	£0	£0	n/a	0	0
31/03/07		£59	£57	£2	£0	£0	£0	n/a	0	0
31/03/06		£50	£52	£-2	£0	£0	£0	n/a	0	0
31/03/05	*	£52	£54	£-2	£0	£0	£0	n/a	0	0
31/03/04		£51	£48	£3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives

How it operates

Provides human resources
Provides services

Where it operates

Devon,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

Unknown number of employees
50 volunteers

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

Masonic Trust	£15,000
Co-Operative Group	£5,021
Devon Community Foundation	£1,000

Specific Donations

Amount	When Months	To be used for
Masonic Trust - MCF Small Grant
£15,000	10/05/2023	Unrestricted core funding for small charities
Devon Community Foundation - COVID19
£1,000	05/08/2020 4	Grant to Okehampton & District Community Transport Group
Co-Operative Group - Grant to Okehampton & District Community Transport Group
£5,021	15/11/2019	We want to subsidise our lifestyle trips, which use wheelchair-accessible transport to help isolated people get out and make new friends.
Devon Community Foundation - Core Costs
£5,000	27/03/2018 11	contributing to the costs of a rural transport scheme which enables vulnerable people, disadvantaged by their rural location, to access local services as well as opportunities to reduce social ....more contributing to the costs of a rural transport scheme which enables vulnerable people, disadvantaged by their rural location, to access local services as well as opportunities to reduce social isolation
Co-Operative Group - Grant to Okehampton District Community Transport Group
£2,731	04/08/2017	We provide transport for the frail, elderly, disabled and rurally isolated to access both healthcare appointments and for lifestyle trips.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

AMANDA JONES Appointed: 2021, Other trusteeship: RELAPSING POLYCHONDRITIS AWARENESS & SUPPORT,

ANTHONY FRANK LEECH (Chair) Appointed: 2021

ANTHONY ROBINSON Appointed: 2022, Other trusteeship: OKEHAMPTON & DISTRICT LIONS CLUB (CIO),

GRAHAM HARDING Appointed: 2007

GEORGE HERBERT DEXTER Appointed: 2024, Other trusteeship: EXETER-ETHIOPIA LINK,

LYN EVANS Appointed: 2018

PAT SAWYER Appointed: 2002

Legal constitution

Charity registered in England & Wales on 06/08/1993, number: 1024617

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries

Filing Record

20 returns made; AR05: 1 days late,

Main office

Unit 3
Okehampton Business Centre
Higher Stockley Mead
OKEHAMPTON
Devon
EX20 1FJ

Objectives

TO PROVIDE TRANSPORT FACILITIES FOR PERSONS WHO HAVE SPECIAL NEED OF SUCH FACILITIES BECAUSE THEY ARE ELDERLY OR DISABLED, POOR, MOTHERS WITH YOUNG CHILDREN OR PEOPLE LIVING IN ISOLATED AREAS WHERE THERE ARE NO ADEQUATE PUBLIC TRANSPORT FACILITIES.

Defined Area of Benefit:

OKEHAMPTON AND SURROUNDING RURAL DISTRICTS

Data Sources