Finance Score: -1

Governance Score: 6

Support Score: 0

Spending declining: -1
No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 5

THE ALMSHOUSES OF JOHN ISBURY AND JACOB HARDRETT

provision of almshouses

Analysis by Giving is Great

Positives:

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

Financial issues to consider:

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

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		£96	£61	£36	n/a	n/a	n/a	n/a	n/a
31/12/21		£237	£144	£93	n/a	n/a	n/a	n/a	n/a
31/12/20		£75	£45	£30	n/a	n/a	n/a	n/a	n/a
31/12/19		£114	£56	£59	n/a	n/a	n/a	n/a	n/a
31/12/18		£40	£40	£1	£0	£0	£0	n/a	0
31/12/17		£48	£398	£-350	£0	£0	£0	n/a	0
31/12/16		£41	£35	£6	£0	£0	£0	n/a	0
31/12/15		£46	£52	£-6	£0	£0	£0	n/a	0
31/12/14		£44	£73	£-29	£0	£0	£0	n/a	0
31/12/13		£35	£52	£-17	£0	£0	£0	n/a	0
31/12/12		£34	£43	£-9	£0	£0	£0	n/a	0
31/12/11		£42	£38	£4	£0	£0	£0	n/a	0
31/12/10	*	£41	£45	£-3	£0	£0	£0	n/a	0
31/12/09	*	£39	£34	£5	£0	£0	£0	n/a	0
31/12/08		£42	£42	£0	£0	£0	£0	n/a	0
31/12/07		£77	£32	£45	£0	£0	£0	n/a	0
31/12/06		£34	£36	£-2	£0	£0	£0	n/a	0
31/12/05		£30	£53	£-23	£0	£0	£0	n/a	0
31/12/04		£32	£51	£-19	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 62 years

lambournalmshouses.org

info@lambournalmshouses.org

0148873978

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space

Where it operates

Oxfordshire, West Berkshire,

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

NICHOLAS GEORGE SPENCE Appointed: 2019

SIOBAN MARY PATRICIA PENFOLD Appointed: 2019

ANDREW ALEXANDER CHALK Appointed: 2023, Other trusteeship: THE ALMSHOUSES OF JOHN ISBURY AND JACOB HARDRETT,

CHRISTIAN MARTIN NOLL Appointed: 2023, Other trusteeship: THE ALMSHOUSES OF JOHN ISBURY AND JACOB HARDRETT,

DR HUGH BENEDICT POWELL Appointed: 2021, Other trusteeship: EASTBURY FURZE TRUST,

GINA SHARON MOONEY Appointed: 2021, Other trusteeships: THEO HARRIS MEMORIAL TRUST, THE ALMSHOUSES OF JOHN ISBURY AND JACOB HARDRETT,

MARY CHALK Appointed: 2021, Other trusteeship: THE ALMSHOUSES OF JOHN ISBURY AND JACOB HARDRETT,

PETER MILES YOUNG Appointed: 2019, Other trusteeships: PARROTT AND LEE EDUCATIONAL FOUNDATION, THE COLLEGE OF SAINT MARY OF WINCHESTER IN OXFORD, COMMONLY CALLED NEW COLLEGE, THE WARDEN AND SCHOLARS OF ST MARY COLLEGE OF WINCHESTER, THE ALMSHOUSES OF JOHN ISBURY AND JACOB HARDRETT,

REV JULIETTE MELINDA MINTERN Appointed: 2019, Other trusteeships: CHARITY OF WILLIAM CHOWLES, THE SEXTON'S CHARITY, THE ALMSHOUSES OF JOHN ISBURY AND JACOB HARDRETT,

RICHARD HICKLING BLACKWELL Appointed: 2023, Other trusteeships: THE LAMBOURN WELLBEING CENTRE, THE ALMSHOUSES OF JOHN ISBURY AND JACOB HARDRETT,

Legal constitution

Charity registered in England & Wales on 07/05/1962, number: 203772

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR10: 20 days late, AR09: 7 days late,

Main office

23 Oxford Street
LAMBOURN
HUNGERFORD
RG17 8XS

Objectives

(1) THE OBJECTS OF THE CHARITY ARE:(A) THE RELIEF OF POVERTY BY THE PROVISION OF HOUSING ACCOMMODATION FOR BENEFICIARIES; AND(B) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS AS THE TRUSTEES DECIDE.(2) SUBJECT TO THE PROVISIONS OF CLAUSE 5 (POWER TO DISPOSE OF AND REPLACE PURPOSE PROPERTY), THE LAND IDENTIFIED IN PART 1 OF THE SCHEDULE TO THIS SCHEME MUST BE RETAINED BY THE TRUSTEES FOR USE FOR THE OBJECTS IN CLAUSE 4 (1). SEE SCHEME FOR FURTHER DETAIL ABOUT SURPLUS INCOME.

Defined Area of Benefit:

LAMBOURN AND CIRCUMJACENT PARISHES.

Data Sources