Finance Score: 2

Governance Score: 5

Support Score: 3

Strong growth: +2
No PartB

No conflicts policy: -1
Dynamic board: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 10

CALEB LOVEJOY'S ALMSHOUSE CHARITY

AN ALMSHOUSE CHARITY FOUNDED IN THE 17TH CENTURY BY CALEB LOVEJOY, A WEALTHY MERCHANT. THE PRINCIPAL OBJECT OF THE CHARITY IS TO PROVIDE ACCOMMODATION FOR FOUR PERSONS OF GOOD CHARACTER, AND IN NEED. THE CHARITY OWNS AND MANAGES FOUR GRADE II LISTED COTTAGES IN GUILDFORD.

Analysis by Giving is Great

Positives:

The charity has received Government grants
There has been strong growth in spending over the last 5 years, despite a decline more recently
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Established: 7 years

www.caleblovejoy.com

clerk@caleblovejoy.com

07903313201

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
31/12/22	£45	£44	£1	n/a	n/a	n/a	n/a	n/a
31/12/21	£43	£25	£18	n/a	n/a	n/a	n/a	n/a
31/12/20	£35	£6	£28	n/a	n/a	n/a	n/a	n/a
31/12/19	£35	£50	£-15	n/a	n/a	n/a	n/a	n/a
31/12/18	£41	£39	£2	£0	£0	£0	n/a	0
31/12/17	£0	£0	£0	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Listed activities

Accommodation/Housing
Disability

How it operates

Provides advocacy/advice/information

Where it operates

Surrey,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 51-90

KEITH HANNAH Appointed: 2023, Occupation: None

MICHAEL FRANK CHASTELL Appointed: 2019, Occupation: None

REV NEIL ROBERTS Appointed: 2021, Occupation: Priest

ROGER MUSSON Appointed: 2019, Occupation: Chartered Accountant

CHRISTINE HETHERINGTON Appointed: 2019, Occupation: Solicitor

ANGELA GOODWIN Appointed: 2019, Occupation: Borough And County Councillor, Other trusteeship: OAKLEAF ENTERPRISE,

Legal constitution

Charitable company registered in England & Wales on 30/01/2017, number: 1171378
Registered at Companies House on 24/01/2017, number: 10581820

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

6 returns made; all on time

Main office

Stoke Hospital
92 Stoke Road
Guildford
GU1 4JH

Objectives

THE CHARITY'S OBJECTS (OBJECTS) ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING:A) FIRST, IN PAYING THE COST OF REPAIRS AND INSURANCE, AND ALL OTHER CHARGES AND OUTGOINGS PAYABLE IN RESPECT OF THE PROPERTY OF THE CHARITY, AND ALL THE PROPER COSTS, CHARGES, AND EXPENSES OF AND INCIDENTAL TO THE ADMINISTRATION AND MANAGEMENT OF THE CHARITY.B) SECONDLY, IN PAYING TO THE RECTOR OF THE PARISH CHURCH OF ST. NICOLAS, GUILDFORD, NOTWITHSTANDING THAT HE MAY BE A TRUSTEE OF THE CHARITY, FOR PREACHING A SERMON COMMEMORATING THE ANNIVERSARY OF THE FUNERAL OF THE FOUNDER OF THE CHARITY, OR IF ANY OTHER MINISTER PREACHES THE SAID SERMON, IN PAYING SUCH PREACHER AND THE SAID RECTOR ACCORDINGLY.C)THIRDLY, IN THE MAINTENANCE OF ALMSHOUSES FOR POOR PERSONS AS MORE SPECIFICALLY PROVIDED FOR IN SCHEDULE 1 OF THE ATTACHED ARTICLES OF ASSOCIATION.D) FOURTHLY, THE RESIDUE OF THE INCOME OF THE CHARITY SHALL BE APPLIED BY THE TRUSTEES IN SUCH WAYS AS THEY THINK FIT IN PROMOTING THE EDUCATION OF PERSONS RESIDENT IN THE AREA OF THE ANCIENT PARISH OF ST. NICOLAS, GUILDFORD, WHO ARE IN NEED OF ASSISTANCE.

Data Sources