Finance Score: -5

Governance Score: 2

Support Score: 0

Accounts overdue -5
No PartB

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

No supporters identified

Overall GiG Score: -3

CALVERTON ALMSHOUSES CHARITY

This Charity as 3 Almshouses properties and the area of benefit to be considered for one of these properties is the Parishes of Calverton, Stony Stratford and Beachampton

Analysis by Giving is Great

Positives:

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
The Board appears to be well diversified in terms of gender

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
Latest accounts are overdue for filing
Income has been volatile recently and was substantially in excess of spending in the latest year

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
31/03/22	£21	£11	£9	n/a	n/a	n/a	n/a	n/a	0
31/03/21	£29	£20	£9	n/a	n/a	n/a	n/a	n/a	0
31/03/20	£49	£52	£-3	n/a	n/a	n/a	n/a	n/a	0
31/03/19	£19	£22	£-3	n/a	n/a	n/a	n/a	n/a	0
31/03/18	£19	£16	£3	£0	£0	£0	n/a	0	5
31/03/17	£18	£15	£3	£0	£0	£0	n/a	0	0
31/03/16	£15	£41	£-26	£0	£0	£0	n/a	0	0
31/03/15	£15	£14	£1	£0	£0	£0	n/a	0	0
31/03/14	£14	£12	£2	£0	£0	£0	n/a	0	0
31/03/13	£13	£12	£1	£0	£0	£0	n/a	0	0
31/03/12	£12	£14	£-1	£0	£0	£0	n/a	0	0
31/03/11	£13	£19	£-6	£0	£0	£0	n/a	0	0
31/03/10	£14	£13	£1	£0	£0	£0	n/a	0	0
31/03/09	£13	£9	£4	£0	£0	£0	n/a	0	0
31/03/08	£12	£10	£1	£0	£0	£0	n/a	0	0
31/03/07	£12	£9	£3	£0	£0	£0	n/a	0	0
31/03/06	£12	£9	£2	£0	£0	£0	n/a	0	0
31/03/05	£11	£12	£-2	£0	£0	£0	n/a	0	0
31/03/04	£12	£13	£-1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 62 years

karen.phillips440@gmail.com

01908563350

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
General Charitable Purposes

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space

Where it operates

Buckinghamshire, Milton Keynes,

Who it helps

Elderly/Old People
People With Disabilities

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Paul Hamlyn Foundation - Virtually There: an artist in schools virtual residency programme
£388,000	15/03/2016 48	Virtually There aims to increase children's problem-solving skills and teachers' confidence through enquiry-based learning with an artist in vitual residence. The project takes place in a range of ....more Virtually There aims to increase children's problem-solving skills and teachers' confidence through enquiry-based learning with an artist in vitual residence. The project takes place in a range of schools in Northern Ireland using standard classroom technology. Participants reflect on their experiences in an online journal that combines children's, artists' and teachers' perspectives to give the wider community a window into the project.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

ANDREW JONES Appointed: 2022

FRANCIS JAMES FRANKLIN, Other trusteeship: PERCEVAL ALMSHOUSES CHARITY,

JOHN BEATTY Appointed: 2015, Other trusteeship: PERCEVAL ALMSHOUSES CHARITY,

PATRICIA STAFFORD (Chair) Appointed: 2019, Other trusteeship: BATTERSEA DOGS' AND CATS' HOME,

REV JACQUELINE DOVE Appointed: 2022, Other trusteeship: PERCEVAL ALMSHOUSES CHARITY,

Legal constitution

Charity registered in England & Wales on 22/12/1961, number: 200821

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Homes England

Policies in force

Complaints handling
Investment

Filing Record

19 returns made; all on time

Main office

78 LONDON ROAD
STONY STRATFORD
MILTON KEYNES
MK11 1JH

Objectives

ALMSHOUSES FOR THE RESIDENCE OF POOR AGED PERSONS WHO ARE MEMBERS OF THE CHURCH OF ENGLAND RESIDENT IN THE THE ECCLESIASTICAL PARISH OF ALL SAINTS, CALVERTON, PROVIDED THAT EVERY EIGHTH VACANCY IN THE ALMSHOUSES SHALL BE ALLOCATED TO AN APPLICANT OTHERWISE DULY QUALIFIED WHO IS RESIDENT IN THE ECCLESIASTICAL PARISH OF ST.MARY THE VIRGIN, BEACHAMPTON. IF AT ANY TIME THERE IS A VACANCY FOR AN ALMSPERSON AND THERE IS NO DULY QUALIFIED APPLICANT WHO IS RESIDENT IN EITHER OF THE SAID ECCLESIASTICAL PARISHES THE TRUSTEES MAY APPOINT A POOR PERSON OTHERWISE DULY QUALIFIED WHO IS RESIDENT IN THE ECCLESIASTICAL PARISH OF ST. GILES WITH ST.MARY THE VIRGIN, STONY STRATFORD, IN THE COUNTY OF BUCKINGHAMSHIRE.THE INCOME OF THE CHARITY SHALL BE APPLIED FOR THE BENEFIT OF THE ALMSPEOPLE OF THE CHARITY OR ANY OF THEM IN SUCH MANNER AS THE TRUSTEES THINK FIT FROM TIME TO TIME.

Defined Area of Benefit:

ANCIENT PARISH OF CALVERTON.

Data Sources