Finance Score: 8

Governance Score: 6

Support Score: 0

Liabilities <10%: +3
Good reserves management: +3
Strong growth: +2

Good trustee age range: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 14

WESTON AND DISTRICT COMMUNITY TRANSPORT LIMITED

To provide and maintain transport facilities in the area of Weston Super Mare, for the benefit of any persons who have need of such facilities due to poverty, disability, age, or those living in isolated areas, where there is no adequate public transport facility.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
Reserves management has been consistently within official guidelines
There has been strong growth in spending over the last 5 years
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 a Community Foundation
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity

Established: 14 years

finance@wdct.co.uk

01934611956

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		£885	£833	£53	£0	£434	£434	6.2	28	0
31/03/22		£711	£636	£75	£0	£381	£381	7.2	27	0
31/03/21		£574	£459	£114	£0	£306	£306	8	37	0
31/03/20		£516	£467	£50	£0	£192	£192	4.9	12	3
31/03/19		£373	£325	£48	n/a	n/a	n/a	n/a	n/a	2
31/03/18		£350	£303	£47	£0	£0	£0	n/a	0	0
31/03/17		£268	£295	£-27	£0	£0	£0	n/a	0	0
31/03/16		£288	£272	£16	£0	£0	£0	n/a	0	0
31/03/15		£251	£262	£-12	£0	£0	£0	n/a	0	0
31/03/14		£233	£233	£0	£0	£0	£0	n/a	0	0
31/03/13		£211	£215	£-4	£0	£0	£0	n/a	0	0
31/03/12		£197	£197	£0	£0	£0	£0	n/a	0	0
31/03/11	*	£193	£163	£30	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 7%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 6.2 months
Net Current Assets/Spending: 5 months
Quick Ratio: 7.9

Asset Split ?

What it does

Disability

Who works here?

28 employees

Who it helps

Elderly/Old People
Other Defined Groups
People With Disabilities

How it operates

Provides services

Where it operates

North Somerset,

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 45-79

DAVID RAY Appointed: 2013, Occupation: Retired

DIANA RUDGE Appointed: 2018, Occupation: Retired

JENNIFER CHARD Appointed: 2024, Occupation: Civil Servant

JOAN RYLAND-BROWN Appointed: 2013

PETER GEORGE FOX Appointed: 2012, Occupation: Councillor

ROGER ALASTAIR BAILEY Appointed: 2023

SONIA RUSSE Appointed: 2013, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 11/11/2009, number: 1132653
Registered at Companies House on 17/02/2009, number: 06822148

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
Paying staff
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

13 returns made; AR11: 16 days late,

Main office

UNIT 3A
WESTLAND DISTRIBUTION PARK
WINTERSTOKE ROAD
WESTON-SUPER-MARE
BS24 9AB

Objectives

TO PROVIDE AND MAINTAIN TRANSPORT FACILITIES IN THE AREA OF WESTON-SUPER-MARE, AND THE SURROUNDING AREA, FOR THE BENEFIT OF ANY PERSONS WHO HAVE NEED OF SUCH FACILITIES DUE TO AGE, DISABILITY, POVERTY, OR THOSE LIVING IN ISOLATED AREAS, WITHOUT ADEQUATE PUBLIC TRANSPORT.

Defined Area of Benefit:

WESTON-SUPER-MARE AND THE SURROUNDING AREA.

Data Sources