COMMUNITY ACTION MALVERN AND DISTRICT
We are a local charity offering community transport solutions for older and disabled people. We have our own minibuses and wheelchair accessible vehicles and manage a community car service. We run trips for people to get out and about, have a men's (and women's)shed and offer a volunteer brokerage service for local community groups, matching local people with their ideal volunteering opportunity.
Objects
1) TO PROMOTE ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE PUBLIC, PRINCIPALLY BUT NOT EXCLUSIVELY IN THE LOCAL GOVERNMENT AREA OF MALVERN AND THE SURROUNDING DISTRICTS AND ITS ENVIRONS AND, IN PARTICULAR, BUILD THE CAPACITY OF THIRD SECTOR ORGANISATIONS AND PROVIDE THEM WITH THE NECESSARY SUPPORT, INFORMATION AND SERVICES TO ENABLE THEM TO PURSUE OR CONTRIBUTE TO ANY CHARITABLE PURPOSE. 2) TO PROMOTE, ORGANISE AND FACILITATE CO-OPERATION AND PARTNERSHIP WORKING BETWEEN THIRD SECTOR, STATUTORY AND OTHER RELEVANT BODIES IN THE ACHIEVEMENT OF THE ABOVE PURPOSES WITHIN THE AREA OF BENEFIT.
Financial health, per its FY2026 accounts
The charity reported a surplus of £11,629 for the year ended 31 March 2026, with total income of £457,320 and total expenditure of £445,691. Unrestricted reserves stood at £79,716, which the trustees note is approximately £39,000 below their policy target of retaining six months' operating costs (approx. £85,000). The accounts confirm the charity is a going concern with no material uncertainties regarding its ability to continue.
What the accounts disclose
“Working capital – the trustees believe it is prudent to retain 6 months’ operating costs in unrestricted reserves to cover day to day running costs in the event of partial cessation of incoming resources. This requirement is approximately £85,000; the fund currently shows a shortfall of approximately £39,000.” — page 54
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- 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
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2026
- Volunteers: 100
- Government income: £333,660 — contracts £169,905 (1), grants £163,755 (7); 73% of the £457,320 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 100
- Government income: £140,711 — contracts £94,378 (1), grants £46,333 (8); 42% of the £333,217 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 95
- Government income: £34,750 — contracts £29,300 (3), grants £5,450 (1); 12% of the £288,167 total gross income on the same return
Register events
- Received assets from another charity (06/08/2024)
- Received assets from another charity (23/07/2015)
Trustees
- Anne Monica Madelaine Robinson
- Christopher Dawson Bartlett
- David Peter Asquith
- Megan Jones
- Peter Nicholas Hubble
- Philip Leslie Ashwell
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2026 | £457k | £446k |
| 31/03/2025 | £333k | £357k |
| 31/03/2024 | £288k | £263k |
| 31/03/2023 | £199k | £202k |
| 31/03/2022 | £166k | £188k |
Common questions
Is COMMUNITY ACTION MALVERN AND DISTRICT financially healthy?
Per its FY2026 accounts: The charity reported a surplus of £11,629 for the year ended 31 March 2026, with total income of £457,320 and total expenditure of £445,691. Unrestricted reserves stood at £79,716, which the trustees note is approximately £39,000 below their policy target of retaining six months' operating costs (approx. £85,000). The accounts confirm the charity is a going concern with no material uncertainties regarding its ability to continue. Its FY2026 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| UK government | 25/06/2020 | £25k | Coronavirus Community Support Fund |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE FOOTBALL FOUNDATION | 1 | £525k |
| BARCHESTER HEALTHCARE FOUNDATION | 1 | £10k |
| Alex Ferry Foundation | 1 | £10k |
| THE ROYAL COUNTRYSIDE FUND | 1 | £8k |
| THE DAVID GIBBONS FOUNDATION | 1 | £5k |
| THE OAKDALE TRUST | 1 | £3k |
| THE THOMAS FARR CHARITY | 1 | £2k |
| The Dentons UK and Middle East LLP Charitable Trust | 1 | £2k |
Charities like this
- COMMUNITY ACTION PROJECT
- ARUN COMMUNITY TRANSPORT
- TRIP COMMUNITY TRANSPORT ASSOCIATION
- RAVENSHEAD COMMUNITY PROJECT
- COMMUNITY ACTION: MK
- COMMUNITY ACTION DERBY LTD
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| COMMUNITY ACTION MALVERN AND DISTRICT | £457k | — | 0 | below | — | no doubt |
| COMMUNITY ACTION PROJECT | £298k | — | 0 | unclear | — | no doubt |
| ARUN COMMUNITY TRANSPORT | £90k | — | — | unclear | — | no doubt |
| TRIP COMMUNITY TRANSPORT ASSOCIATION | £444k | — | 0 | above | — | no doubt |
| RAVENSHEAD COMMUNITY PROJECT | £97k | — | 0 | unclear | — | no doubt |
| COMMUNITY ACTION: MK | £841k | — | 0 | unclear | — | no doubt |