Finance Score: -3

Governance Score: 2

Support Score: 3

Strong growth: +2
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Good trustee age range: +3

Overall weighted support: +3

Overall GiG Score: 2

THE HOLME VALLEY TRANSPORT SCHEME

To provide transport facilities in the Holme Valley, West Yorkshire, for people who have need of such a facility because they are elderly, poor or disabled, people with young children or those living in isolated areas where there are no adequate public facilities to enable such persons to attend primary healthcare facilities for essential and/or routine healthcare and treatment

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

Income has been volatile and on several occasions in recent years 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
31/03/24		£7	£21	£-14	n/a	n/a	n/a	n/a	n/a	n/a
31/03/23		£23	£21	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22	*	£9	£20	£-11	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£33	£15	£18	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20?		£18	£15	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£12	£11	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£9	£12	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£15	£11	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£5	£11	£-6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14	*	£15	£11	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£14	£10	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£6	£10	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£6	£10	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£10	£12	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£9	£12	£-3	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£39	£19	£20	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 18 years

01484303366

Charity Commission for England and Wales

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives

GiG Classification

Transport and storage activities

How it operates

Provides services

Where it operates

Kirklees,

Who it helps

Children/Young People
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
Two Ridings Community Foundation - Holme Valley Transport Scheme
£5,000	25/04/2022	Transport of older isolated and those with health needs to the GP , Pharmacy, and community groups. To expand the service to afternoons it is only provided in the morning at present. Funding to Cover Driver cost vehicle insurance fuel and ....more Transport of older isolated and those with health needs to the GP , Pharmacy, and community groups. To expand the service to afternoons it is only provided in the morning at present. Funding to Cover Driver cost vehicle insurance fuel and maintenance.
National Lottery Community Fund - The Holme Valley Transport Scheme
£9,000	11/12/2020 12	The funding will be used to enable a patient transport service where the most vulnerable in the community including older and disabled people will be provided with transport and support to attend medical appointments. The aim is to promote ....more The funding will be used to enable a patient transport service where the most vulnerable in the community including older and disabled people will be provided with transport and support to attend medical appointments. The aim is to promote confidence and wellbeing and allowing service users their independence.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Age Range of Trustees: 40-60

DR ANDREW JOHN FOWLER, Occupation: General Practitioner

DR DEBRA SAMANTHA RAWCLIFFE, Occupation: General Practitioner

DR KATHRYN CUMMINGS Appointed: 2014, Occupation: Gp

SHAZIA ALI Appointed: 2016, Occupation: Medical Doctor

Legal constitution

Charitable company registered in England & Wales on 17/05/2007, number: 1119261
Registered at Companies House on 02/03/2007, number: 06135563

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

16 returns made; AR22: 7 days late, AR14: 132 days late,

Main office

HONLEY SURGERY
MARSH GARDENS
HONLEY
HOLMFIRTH
HD9 6AG

Objectives

ARE TO PROVIDE TRANSPORT FACILITIES IN THE HOLME VALLEY, WEST YORKSHIRE FOR PEOPLE WHO HAVE SPECIAL NEED OF SUCH FACILITIES BECAUSE THEY ARE ELDERLY, POOR OR DISABLED, PEOPLE WITH YOUNG CHILDREN OR THOSE LIVING IN ISOLATED AREAS WHERE THERE ARE NO ADEQUATE PUBLIC FACILITIES TO ENABLE SUCH PERSONS TO ATTEND PRIMARY HEALTH CARE FACILITIES FOR ESSENTIAL AND/OR ROUTINE HEALTHCARE AND TREATMENT.

Defined Area of Benefit:

WEST YORKSHIRE

Data Sources

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