Finance Score: 0

Governance Score: 2

Support Score: 11

No PartB

No conflicts policy: -1
Gender balanced board: +3

Large volunteers +5
Grant maker support: +6

Overall GiG Score: 13

UPPER COQUETDALE COMMUNITY TRANSPORT

Community Transport.

Analysis by Giving is Great

Positives:

This charity has been very 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 and there are significant future grants due to be received
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests 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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/07/22	£39	£40	£-1	n/a	n/a	n/a	n/a	n/a	40
31/07/21	£42	£37	£5	n/a	n/a	n/a	n/a	n/a	40
31/07/20	£84	£73	£11	n/a	n/a	n/a	n/a	n/a	40
31/07/19	£27	£20	£7	n/a	n/a	n/a	n/a	n/a	15
31/07/18	£20	£27	£-7	£0	£0	£0	n/a	0	15
31/07/17	£7	£35	£-28	£0	£0	£0	n/a	0	0
31/07/16	£88	£27	£61	£0	£0	£0	n/a	0	0
31/07/15	£35	£19	£16	£0	£0	£0	n/a	0	0
31/07/14	£37	£22	£15	£0	£0	£0	n/a	0	0
31/07/13	£23	£21	£2	£0	£0	£0	n/a	0	0
31/07/12	£22	£15	£8	£0	£0	£0	n/a	0	0
31/07/11	£20	£20	£0	£0	£0	£0	n/a	0	0
31/07/10	£16	£13	£3	£0	£0	£0	n/a	0	0
31/07/09	£13	£10	£3	£0	£0	£0	n/a	0	0
31/07/08	£9	£9	£1	£0	£0	£0	n/a	0	0
31/07/07	£2	£9	£-7	£0	£0	£0	n/a	0	0
31/07/06	£7	£11	£-3	£0	£0	£0	n/a	0	0
31/07/05	£45	£0	£45	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 20 years

https://ucct-transport.wixsite.com/ucct

ucct3@hotmail.com

01669630330

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Economic/Community Development/Employment

GiG Classification

Transportation and storage activities

How it operates

Provides services

Where it operates

Northumberland,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
40 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

National Lottery Community Fund	£56,475
The Ballinger Charitable Trust	£39,000
Co-Operative Group	£7,248
Community Foundation Tyne & Wear & Nthmbrlnd	£5,000
Community Foundation serving Tyne & Wear and Northumberland	£4,000

Specific Donations

Amount	When Months	To be used for
The Ballinger Charitable Trust - Grant to Upper Teesdale Agricultural Support Service
£15,000	09/09/2022	Towards core costs of operation
The Ballinger Charitable Trust - Grant to Upper Coquetdale Community Transport
£9,000	04/03/2022	Towards salary costs of Transport Manager
Co-Operative Group - Grant to Upper Coquetdale Community Transport
£3,197	23/10/2021	We aim to provide transport for groups and individuals to get to appointments they cannot reach themselves, as well as offering services such as shopping deliveries for the elderly or housebound.
The Ballinger Charitable Trust - Grant to Upper Teesdale Agricultural Support Service
£15,000	01/10/2021	Towards core costs of operation
Community Foundation serving Tyne & Wear and Northumberland - A grant to Upper Coquetdale Community Transport (UCCT)
£4,000	01/04/2021	Transport Manager salary costs
Community Foundation Tyne & Wear & Nthmbrlnd - Salary costs for the transport manager to provide shopping and safe transport services to people affected by the Covid-19 pandemic
£2,500	24/08/2020	Salary costs for the transport manager to provide shopping and safe transport services to people affected by the Covid-19 pandemic
Community Foundation Tyne & Wear & Nthmbrlnd - salary costs for the transport manager to provide shopping and safe transport services to people affected by the Covid-19 pandemic
£2,500	24/08/2020	salary costs for the transport manager to provide shopping and safe transport services to people affected by the Covid-19 pandemic
National Lottery Community Fund - Community Transport- A proposal for a second vehicle
£56,475	19/02/2020 60	The funding will provide a cost-effective, electric vehicle to replace their mini-bus, to help transport people to areas of need in the isolated area of Coquetdale Valley, Northumberland. The aim is ....more The funding will provide a cost-effective, electric vehicle to replace their mini-bus, to help transport people to areas of need in the isolated area of Coquetdale Valley, Northumberland. The aim is to reduce social isolation, improve well-being, as well as lowering their carbon footprint.
Co-Operative Group - Grant to Upper Coquetdale Community Transport
£4,052	15/11/2019	We want to run a door-to-door service to help the elderly access shops and local services, and organise excursions to places of interest.
The Ballinger Charitable Trust - Grant to Upper Coquetdale Community Transport
£27,000	01/03/2019 36	Transport Manager
Community Foundation serving Tyne & Wear and Northumberland - To support the activities and development work of Upper Coquetdale Community Transport
£5,000	11/12/2018	To support the activities and development work of Upper Coquetdale Community Transport
The Ballinger Charitable Trust - Grant to Upper Teesdale Agricultural Support Service
£45,000	21/09/2018 36	Towards core costs of operation
Co-Operative Group - Grant to Upper Coquetdale Community Transport
£2,531	29/11/2017	We want to support special outings for our elderly and other users, and start saving for our next bus to ensure our service continues.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Gender Split

DAVID OWEN MANSEL JONES

DR JOHN LAZARUS (Chair)

DR REBECCA LESLEY LOUISE FRANCIS TORRANCE

MADELEINE ISABEL HOLLOWAY

PAUL SIDNEY SAXON Appointed: 2022

JEFFREY REYNALDS, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF UPPER COQUETDALE,

KAREN BELL Appointed: 2018, Other trusteeship: COQUETDALE LEAGUE OF FRIENDS,

Legal constitution

Charity registered in England & Wales on 21/07/2004, number: 1105007

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

18 returns made; all on time

Main office

Foxton Cottage
Low Trewhitt
Thropton
Morpeth
NE65 7EP

Objectives

TO ESTABLISH AND MAINTAIN, ON A NON-PROFIT MAKING BASIS, A COMMUNITY TRANSPORT SERVICE FOR SUCH OF THE INHABITANTS AND VISITORS TO THE PARISHES OF ALWINTON, BIDDLESTONE, ALNHAM, HARBOTTLE, NETHERTON, HEPPLE, CARTINGTON, SNITTER, THROPTON, ROTHBURY, TOSSON, HESLEYHURST, CALLALY, ELSDON, ROTHLEY, HOLLINHILL, NUNNYKIRK, BRINKBURN AND SURROUNDING AREA OF THE UPPER COQUETDALE AREA OF NORTHUMBERLAND 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 PUBLIC PASSENGER SERVICES.

Defined Area of Benefit:

NORTHUMBERLAND

Data Sources