Finance Score: -3

Governance Score: 3

Support Score: 0

Strong growth: +2
Volatile income & significant deficit in latest year: -5
No PartB

Dynamic board: +3

No supporters identified

Overall GiG Score: 0

PATE HOUSE CHARITY

TO PROVIDE ACCOMMODATION, IN PLEASANT SURROUNDINGS, FOR LADIES AND GENTLEMEN AGED60 OR OVER WHO ARE EITHER SINGLE OR WIDOWED AND MUST HAVE BORN OR NOW RESIDE IN THEANCIENT PARISHES OF CHELTENHAM OR THE LEIGH. THEY SHOULD BE ABLE TO CARE FORTHEMSELVES IN ALL ACTIVITIES OF DAILY LIVING.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently and was significantly lower than spending in the latest year

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income	Spending	Surplus/ Deficit
31/03/23	£44,105	£62,131	£-18,026
31/03/22	£44,410	£38,099	£6,311
31/03/21	£58,759	£39,235	£19,524
31/03/20	£75,243	£34,862	£40,381
31/03/19	£262,173	£38,650	£223,523
31/03/18	£0	£0	£0

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Highest pay bracket: less than £60,000

Established: 7 years

patehousecharity.co.uk

patehousecharity@gmail.com

01242513113

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Poverty relief

How it operates

Other charitable activities

Where it operates

Gloucestershire,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

MR D LAWRENCE Appointed: 2017

MR J A COX Appointed: 2017

MR J B BUCHANAN Appointed: 2017

MRS R ROWLAND Appointed: 2017

MARGARET JEAN COWIE Appointed: 2021

NOEL FURLEY N C (Chair) Appointed: 2021

NIGEL HOSKEN Appointed: 2023

ROBERT BRUCE RIMELL Appointed: 2021

MR R M MAY Appointed: 2017, Other trusteeship: PATE'S GRAMMAR SCHOOL FOUNDATION,

MRS C PRICE Appointed: 2017, Occupation: Retired Teacher, Other trusteeship: Aspire Foundation,

Legal constitution

Charity registered in England & Wales on 31/03/2017, number: 1172357

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee expenses policy and procedures

Filing Record

6 returns made; all on time

Recent reorganisation events:

Asset transfer in from PATE HOUSE CHARITY on 09/02/2020

Main office

Pate House
16 Albion Street
CHELTENHAM
GL52 2LP

Objectives

ALMSHOUSES FOR POOR PERSONS OF GOOD CHARACTER WHO ARE NOT LESS THAN 60 YEARS OF AGE OR INFIRM, ARE RESIDENT OR WERE BORN IN THE BOROUGH OF CHELTENHAM PROVIDED THAT PREFERENCE SHALL BE GIVEN TO APPLICANTS QUALIFIED AS AFORESAID WHO ARE SINGLE, WIDOWS OR WIDOWERS.IF ON THE OCCASION OF A VACANCY THERE IS NO SUITABLE APPLICANT WHO QUALIFIES AS AFORESAID THE TRUSTEES MAY APPOINT AS A RESIDENT A PERSON OTHERWISE DULY QUALIFIED WHO IS RESIDENT OR WAS BORN IN THE PARISH OF LEIGH, IN THE COUNTY OF GLOUCESTERSHIRE.

Data Sources