Finance Score: -2
Governance Score: 0
Support Score: 4
  • Multiple Deficits: -2
  • No PartB
    • Overall weighted support: +4
    Overall GiG Score: 2 ?

    HOLSWORTHY RURAL COMMUNITY TRANSPORT LIMITED

    We provide transport for those without their own transport and unable to access public transport.
    Analysis by Giving is Great

    Positives:

    • 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

    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£132£218£-86n/an/an/an/an/an/a
    31/03/22£133£185£-52n/an/an/an/an/an/a
    31/03/21£169£104£65n/an/an/an/an/an/a
    31/03/20*£162£149£14n/an/an/an/an/an/a
    31/03/19£153£157£-4n/an/an/an/an/an/a
    31/03/18£160£144£16n/an/an/an/an/an/a
    31/03/17£142£134£8n/an/an/an/an/an/a
    31/03/16£98£127£-28n/an/an/an/an/an/a
    31/03/15£146£132£14n/an/an/an/an/an/a
    31/03/14£142£134£8n/an/an/an/an/an/a
    31/03/13£145£130£14n/an/an/an/an/an/a
    31/03/12£137£131£6n/an/an/an/an/an/a
    31/03/11£182£153£30n/an/an/an/an/an/a
    31/03/10£106£115£-10n/an/an/an/an/an/a
    31/03/09£77£79£-2n/an/an/an/an/an/a
    31/03/08£96£77£19n/an/an/an/an/an/a
    31/03/07£133£136£-3n/an/an/an/an/an/a
    31/03/06£90£91£-1n/an/an/an/an/an/a

    Highest pay bracket: less than £60,000
    Established: 20 years

    www.holsworthyruraltransport.co.uk

    info@holsworthyruraltransport.co.uk

    01409259001

    Charity Commission for England and WalesCompanies House
    UN SDGs
    ?
    Listed activities
    • Amateur Sport
    • Disability
    • General Charitable Purposes
    • The Advancement Of Health Or Saving Of Lives
    GiG Classification
    • Transport and storage activities
    How it operates
    • Provides services
    Where it operates
    • Cornwall, Devon,
    Who it helps
    • Elderly/Old People
    • Other Defined Groups
    • People With Disabilities

    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.

    Major supporters in last 5 years
    Postcode Local Trust£25,000
    Garfield Weston Foundation£10,000
    Devon Community Foundation£2,260
    Co-Operative Group£1,888
    Specific Donations
    Amount When
    Months
    To be used for
    Co-Operative Group - Grant to Holsworthy Rural Community Transport
    £1,888 21/10/2023
    Please help us to carry on helping the people who rely on us to take them out on essential shopping trips, out to lunch, to places of interest and to vital medical appointments.
    Postcode Local Trust - Unrestricted Funding
    £25,000 29/09/2023
    Funding enabled us to bring vital community transport services to vulnerable rurally isolated people with many calling us their “lifeline”.
    Garfield Weston Foundation - Main Grants award
    £10,000 17/02/2023
    Support for Core Costs for Holsworthy Rural Community Transport
    Devon Community Foundation - Remote working facility & On-line booking credits
    £2,260 22/03/2022
    Bringing people together. New laptops /equipment applied for to keep this much needed rural transport service going.
    National Lottery Community Fund - Ring & Ride - Rocking & Rolling (down country lanes!)
    £323,484 07/09/2016
    60
    Five hundred rurally isolated older people, many of whom are disabled will benefit from a community transport service. Ring and Ride offers a wheelchair accessible minibus to local towns for shopping trips, activities and daily trips to predefined ....more
    Devon Community Foundation - Ring & Ride
    £3,000 28/07/2016
    9
    contributing to running costs for a rural community transport ring and ride service, helping isolated older people without their own transport to get out, attend appointments and remain independent in their own homes for as long as possible, keeping ....more
    National Lottery Community Fund - Ring & Ride
    £311,176 11/02/2010
    60
    This continuation and expansion of an existing project aims to provide a community transport service to people in the Torridge district area.
    Show more rows

    Data sourced from Donors via 360 Giving

    How is it governed?

    Trustees (5)
    Current Trustees appointed

    Age Range of Trustees: 62-82
    • DAVID PERKIN Appointed: 2005, Occupation: Retired
    • EVELYN SHARMAN (Chair) Appointed: 2017, Occupation: Sole Trader
    • JOHN MICHAEL LAWLOR Appointed: 2023, Occupation: Company Director
    • KEN JAMES Appointed: 2009, Occupation: Farmer
    • MRS MARION PERKIN, Occupation: Retired
    Legal constitution
    • Charitable company registered in England & Wales on 24/05/2005, number: 1109623
    • Registered at Companies House on 16/11/2004, number: 05287515
    Gift Aid
    • NOT 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
    • 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
    18 returns made; AR20: 9 days late,
    Main office

    Holsworthy Rural Community
    Transport Ltd
    The Carroll Suite
    Holsworthy Memorial Hall
    Holswort

    Objectives

    TO PROVIDE A COMMUNITY TRANSPORT SERVICE FOR SUCH OF THE INHABITANTS OF HOLSWORTHY AND ITS NEIGHBOURHOOD 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 AND SAFE PUBLIC PASSENGER SERVICES.

    Defined Area of Benefit:

    HOLSWORTHY AND ITS NEIGHBOURHOOD.

    Data Sources

    Charity Commission for England and Wales
    360 Giving

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