Finance Score: 0

Governance Score: 3

Support Score: 0

No PartB

Dynamic board: +3

No supporters identified

Overall GiG Score: 3

THE TREGONWELL ALMSHOUSE TRUST

The provision of housing accomodation for beneficiaries and such charitable purposes for the benefit of the residents as the trustees decide.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

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: 62 years

davidda2021@gmail.com

01258880481

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	Volun- teers
31/12/23	£18	£7	£11	n/a	n/a	n/a	n/a	n/a	0
31/12/22	£18	£11	£7	n/a	n/a	n/a	n/a	n/a	1
31/12/21	£26	£14	£12	n/a	n/a	n/a	n/a	n/a	1
31/12/20	£19	£9	£10	n/a	n/a	n/a	n/a	n/a	1
31/12/19	£18	£9	£9	n/a	n/a	n/a	n/a	n/a	1
31/12/18	£18	£10	£8	£0	£0	£0	n/a	0	0
31/12/17	£18	£12	£7	£0	£0	£0	n/a	0	0
31/12/16	£18	£12	£5	£0	£0	£0	n/a	0	0
31/12/15	£20	£19	£2	£0	£0	£0	n/a	0	0
31/12/14	£20	£9	£11	£0	£0	£0	n/a	0	0
31/12/13	£21	£22	£-2	£0	£0	£0	n/a	0	0
31/12/12	£2	£5	£-3	£0	£0	£0	n/a	0	0
31/12/11	£24	£6	£17	£0	£0	£0	n/a	0	0
31/12/10	£21	£54	£-33	£0	£0	£0	n/a	0	0
31/12/09	£171	£215	£-44	£0	£0	£0	n/a	0	0
31/12/08	£182	£147	£35	£0	£0	£0	n/a	0	0
31/12/07	£33	£10	£22	£0	£0	£0	n/a	0	0
31/12/06	£8	£8	£1	£0	£0	£0	n/a	0	0
31/12/05	£9	£8	£2	£0	£0	£0	n/a	0	0
31/12/04	£7	£6	£1	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Accommodation/Housing

How it operates

Provides buildings/facilities/open space

Where it operates

Dorset,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

LT COL RET'D SUSAN CASTLE-SMITH MBE Appointed: 2019

DAVID DUNCOMBE-ANDERSON Appointed: 2023

DAWN APRIL WYATT Appointed: 2023

REV LEWIS PEARSON Appointed: 2020, Other trusteeship: MILTON ABBEY HERITAGE TRUST,

RODGER DOUGLAS PRESSLAND (Chair) Appointed: 2022, Occupation: Accountant, Other trusteeships: THE MAMMAL SOCIETY, LONDON LEGAL SUPPORT TRUST,

Legal constitution

Charity registered in England & Wales on 03/05/1962, number: 205134

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Homes England

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

BROOKSIDE
MILTON ABBAS
BLANDFORD FORUM
DT11 0BQ

Objectives

A) THE PROVISION OF HOUSING ACCOMMODATION FOR BENEFICIARIES; ANDB) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS AS THE TRUSTEES DECIDE.

Defined Area of Benefit:

MILTON ABBAS

Data Sources