Finance Score: -3

Governance Score: -6

Support Score: 7

Volatile income: -3
No PartB

No volunteer policy: -2
No conflicts policy: -1
Narrow trustee age band: -2
Mainly male board: -1

Large volunteer base +5
Overall weighted support: +2

Overall GiG Score: -2

HARBURY E-WHEELS

Harbury e-Wheels provides free transport using electric cars to people in need referred by social agencies and surgeries. It operates in a restricted geographical area collecting passengers from within 15 miles radius of the centre of Harbury, Warwickshire. Journeys will cover a wider area to include Stratford-on-Avon, Leamington Spa, Warwick, Rugby and Coventry.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy
The Board is predominantly male
The Board has little diversity in terms of age

Financial issues to consider:

Income has been volatile recently
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	Spending	Surplus/ Deficit	Volun- teers
31/03/24	£18	£15	£3	n/a
31/03/23	£46	£48	£-2	n/a
31/03/22	£84	£80	£3	n/a
31/03/21	£67	£56	£10	n/a

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 5 years

www.harburyewheels.co.uk

harburyewheels@gmail.com

01926612277

Charity Commission for England and Wales

Listed activities

Disability

GiG Classification

General Community services

How it operates

Provides services

Where it operates

Warwickshire,

Who it helps

Children/Young People
Elderly/Old People
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.

Specific Donations

Amount	When Months	To be used for
Postcode Local Trust - Unrestricted Funding
£3,800	30/06/2023	You enabled our free social transport and food bank service to keep its wheels rolling for 4 months, bringing users to vital appointments.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees: 70-83

ANDREW NIGEL COOK Appointed: 2023, Occupation: Retired

ELIZABETH HELEN MCBRIDE Appointed: 2016, Occupation: Retired

HUGH TOTTLE Appointed: 2019, Occupation: Retired

JANNY FREEMAN Appointed: 2019, Occupation: Retired

MICHAEL OWEN LUNTLEY Appointed: 2023, Occupation: Retired

NICHOLAS ANDREW BURTT Appointed: 2019, Occupation: Retired

PHILIP FORSTER MAYER Appointed: 2016, Occupation: Engineer

PETER DOUGLAS WALSHE Appointed: 2019, Occupation: Retired

ROBERT RAMSAY COLLINGWOOD SHERMAN (Chair) Appointed: 2016, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 13/03/2020, number: 1188537
Registered at Companies House on 18/12/2019, number: 12369097

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Internal risk management policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures

Filing Record

4 returns made; all on time

Recent reorganisation events:

Asset transfer in from HARBURY E-WHEELS on 15/04/2020

Main office

1 Park Lane
Harbury
LEAMINGTON SPA
CV33 9HX

Objectives

TO PROVIDE TRANSPORT FACILITIES FOR THE RESIDENTS OF MID WARWICKSHIRE AND THE SURROUNDING AREA FOR PEOPLE WHO HAVE SPECIAL NEED OF SUCH FACILITIES BECAUSE OF THEIR YOUTH, AGE, ILL HEALTH AND DISABILITY

Data Sources

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