Finance Score: 2

Governance Score: 1

Support Score: 2

Strong growth: +2
No PartB

No volunteer policy: -2
Good trustee age range: +3

Overall weighted support: +2

Overall GiG Score: 5

SOUTH SOMERSET COMMUNITY ACCESSIBLE TRANSPORT

To provide accessible and affordable community transport to a rural area of South Somerst. The transport is for eligble groups and individuals who are socially, economically or physically disadvantaged and to encorage greater community participation of these people and those who are geographically isolated.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 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

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
One or more trustees receive payments or benefits from the charity for providing services to the charity

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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/24	£155	£149	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/23	£139	£128	£11	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22	£124	£121	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21	£158	£114	£44	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20?	£141	£143	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18	£102	£152	£-50	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17	£88	£149	£-60	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16	£219	£130	£89	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15	£123	£119	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14	£90	£118	£-28	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13	£122	£124	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12	£126	£115	£12	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11	£112	£114	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10	£107	£120	£-13	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09	£148	£145	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08	£107	£105	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07	£120	£98	£22	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06	£93	£80	£13	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	£159	£63	£95	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 21 years

southsomersetringride.org.uk

sscatbus@gmail.com

0196334594

Charity Commission for England and Wales

Listed activities

Disability
Economic/Community Development/Employment
General Charitable Purposes
Other Charitable Purposes
Recreation
The Advancement Of Health Or Saving Of Lives

GiG Classification

Transport and storage activities

How it operates

Provides services

Where it operates

Dorset, Somerset, Wiltshire,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
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
Co-Operative Group - Grant to South Somerset Community Accessible Transport
£1,020	21/10/2023	CATBus is a vital service to individuals who are socially, economically or physically disadvantaged and those who are geographically isolated.
Somerset Community Foundation - Contribution towards the overheads of a community transport scheme, which have risen due to the cost-of-living crisis
£4,850	31/01/2023	To support the costs of accessible transport for people who are isolated or vulnerable.
Somerset Community Foundation - Maintaining a fleet of vehicles for a community transport service in Wincanton, Bruton, Castle Cary and surrounding villages
£2,500	21/07/2022	Maintaining a fleet of vehicles for a community transport service in Wincanton, Bruton, Castle Cary and surrounding villages
Somerset Community Foundation - Core costs of delivering a community transport scheme
£5,000	27/10/2021	Core costs of delivering a community transport scheme
Somerset Community Foundation - Social Car Scheme
£5,000	21/12/2017 11	Social car scheme for people who are isolated
Somerset Community Foundation - Cat Bus
£4,500	19/07/2016 10	Community transport for people who cannot access public services
National Lottery Community Fund - South Somerset Community Accessible Transport
£135,000	10/11/2010 60	This project would use funding to provide accessible, affordable transport for groups and individuals who are socially, economically, geographically, mentally or physically disadvantaged, and to encourage community participation and social ....more This project would use funding to provide accessible, affordable transport for groups and individuals who are socially, economically, geographically, mentally or physically disadvantaged, and to encourage community participation and social inclusion. The scheme operates in South East Somerset in the three market towns of Burton, Castle Cary and Wincanton and many surrounding rural villages. The transport enables beneficiaries to access essential services such as hospitals, doctors and dental appointments.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 49-80

ADRIAN ROBERT PITT Appointed: 2022, Occupation: Bus Driver

ANDREW DUNCAN MOORE Appointed: 2022, Occupation: Bus Driver

MR BUTCH ARNOLD, Occupation: Transport Manager

MR NICK TRUMAN, Occupation: Horticulture

NEIL JOHN ANDERSON Appointed: 2021, Occupation: Self Employed

NELLIE SHEPHERD Appointed: 2019, Occupation: Retired

SUSAN MARGARET PLACE Appointed: 2018, Occupation: Charity Manager

Legal constitution

Charitable company registered in England & Wales on 21/01/2004, number: 1101645
Registered at Companies House on 19/11/2003, number: 04968756

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
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

Filing Record

19 returns made; all on time

Recent reorganisation events:

Asset transfer in from WINCANTON AND DISTRICT AMBULANCE FOR THE ELDERLY AND DISABLED ASSOCIATION on 26/04/2021

Main office

THE BALSAM CENTRE
BALSAM PARK
WINCANTON
SOMERSET
BA9 9HB

Objectives

TO PROVIDE A COMMUNITY TRANSPORT SERVICE FOR SUCH OF THE INHABITANTS OF SOMERSET AND IT'S NEIGHBOURHOOD WHO ARE IN NEED OF SUCH AS 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:

SOMERSET, DORSET, WILTSHIRE

Data Sources

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