Finance Score: -1

Governance Score: -8

Support Score: 3

Spending declining: -1
No PartB

2 Trustees: -2
Very static board: -5

Overall weighted support: +3

Overall GiG Score: -6

LOUISA COTTAGES CHARITY

The charity manages the Almshouses at Tring, and applies income for repairs and for the benefit of the Almspeople

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers

Regulatory & Governance issues to consider:

Why are there only 2 trustees?
Why is the Board composition very static?

Financial issues to consider:

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

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23		£58	£38	£19	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22		£56	£40	£16	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21		£55	£27	£28	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20		£50	£21	£29	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19		£48	£23	£25	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18		£44	£76	£-32	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17		£42	£47	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£76	£30	£46	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15	*	£33	£40	£-7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14		£28	£8	£20	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13		£49	£20	£29	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12		£28	£21	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11	*	£34	£28	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10	*	£26	£27	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09?	*	£24	£29	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05	*	£197	£247	£-50	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£22	£18	£3	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 61 years

01296653410

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
General Charitable Purposes

GiG Classification

Shelter for homeless, vulnerable & excluded people

How it operates

Provides buildings/facilities/open space

Where it operates

Hertfordshire,

Who it helps

Elderly/Old People

Who supports them? ?

Donations from Grant Makers ?

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

Specific Donations

Amount	When Months	To be used for
Rothschild Foundation - Grant to Louisa Cottages Charity Trust
£70,000	02/07/2021	Funding to cover service fee from JRSL and consolidation of existing grants

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (2)

Current Trustees appointed

S.J.P. TRUST CORPORATION LIMITED Appointed: 2014

THE HONOURABLE EMILY FREEMAN-ATTWOOD Appointed: 2015

Legal constitution

Charity registered in England & Wales on 03/07/1963, number: 220078

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Homes England

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
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

Filing Record

17 returns made; AR15: 1 days late, AR11: 346 days late, AR10: 175 days late, AR09: 540 days late, AR05: 394 days late,

Main office

c/o J Rothschild Services Ltd
Estate Office
Queen Street
Waddesdon
Aylesbury
HP18 0JW

Objectives

ALMSHOUSES OF AGED OR INFIRM POOR PERSONS WHO AT THE TIME OF ELECTION SHALL BE OR SHALL PREVIOUSLY HAVE BEEN EMPLOYEES (INCLUDING DOMESTIC SERVANTS) ON THE TRING PARK ESTATE OR SHALL BE AT THE TIME OF ELECTION INHABITANTS OF THE PARISH OF TRING.

Defined Area of Benefit:

PARISH OF TRING

Data Sources

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