Finance Score: 2

Governance Score: 1

Support Score: 0

Strong growth: +2
No PartB

No conflicts policy: -1
Only 4 Trustees: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

MIDDLEMORE'S ALMSHOUSES

THE PROVISION AND ADMINISTRATION ALMSHOUSES IN STANTON BY DALE, DERBYSHIRE.

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

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 4 trustees

Financial issues to consider:

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	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/12/22		£165	£146	£19	n/a	n/a	n/a	n/a	n/a
31/12/21	*	£26	£23	£3	n/a	n/a	n/a	n/a	n/a
31/12/20		£23	£24	£-1	n/a	n/a	n/a	n/a	n/a
31/12/19	*	£23	£23	£0	n/a	n/a	n/a	n/a	n/a
31/12/18	*	£25	£32	£-6	£0	£0	£0	n/a	0
31/12/17	*	£26	£20	£6	£0	£0	£0	n/a	0
31/12/16		£25	£19	£6	£0	£0	£0	n/a	0
31/12/15	*	£23	£21	£2	£0	£0	£0	n/a	0
31/12/14	*	£26	£13	£13	£0	£0	£0	n/a	0
31/12/13		£21	£19	£2	£0	£0	£0	n/a	0
31/12/12		£15	£14	£1	£0	£0	£0	n/a	0
31/12/11		£15	£15	£0	£0	£0	£0	n/a	0
31/12/10	*	£16	£11	£5	£0	£0	£0	n/a	0
31/12/09	*	£13	£16	£-3	£0	£0	£0	n/a	0
31/12/08	*	£20	£12	£8	£0	£0	£0	n/a	0
31/12/07	*	£11	£29	£-18	£0	£0	£0	n/a	0
31/12/06		£9	£118	£-109	£0	£0	£0	n/a	0
31/12/05		£9	£9	£1	£0	£0	£0	n/a	0
31/12/04		£9	£23	£-14	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 60 years

0115 9395715

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

Derbyshire,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

ALISON RHONA JACKSON Appointed: 2012

CHRISTOPHER HOLWELL Appointed: 2012

LEAH SUZANNE TUNALEY Appointed: 2020

PHILIP JAMES SELBY Appointed: 2019, Other trusteeships: CHARITY CALLED THE POOR'S LANDS, SCARGILL'S EDUCATIONAL FOUNDATION, DERBY DIOCESAN BOARD OF EDUCATION, RISLEY EDUCATIONAL FOUNDATION,

Legal constitution

Charity registered in England & Wales on 04/06/1964, number: 221769

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Risk management

Filing Record

19 returns made; AR21: 2 days late, AR19: 5 days late, AR18: 75 days late, AR17: 15 days late, AR15: 1 days late, AR14: 23 days late, AR10: 207 days late, AR09: 222 days late, AR08: 589 days late, AR07: 955 days late,

Main office

Latin House
Derby Road
Ilkeston
Risley
Derbys
DE72 3SU

Objectives

FOR THE MAINTENANCE OF ALMSHOUSES; SUBJECT TO THE PAYMENTS AFORESAID 1) THE TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY 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. (2) IF AND IN SO FAR AS THE INCOME OF THE CHARITY CANNOT BE APPLIED AS SPECIFIED IN SUB-CLAUSE (1) ABOVE, THE TRUSTEES MAY APPLY IT BY MAKING GRANTS OF MONEY TO INDIVIDUALS OR TO OTHER CHARITIES IN EACH CASE FOR THE RELIEF OF THOSE IN NEED WHO ARE THEN RESIDING WITHIN 13 MILES FROM THE SAID ALMSHOUSES (WITHOUT FETTERING THEIR DISCRETION THE TRUSTEES ARE TO HAVE PARTICULAR REGARD TO THE RELIEF OF THE HOMELESS, PREVENTING PEOPLE FROM BECOMING HOMELESS AND ENABLING ELDERLY OR SICK PEOPLE IN NEED TO REMAIN IN THEIR HOMES AND AVOID OR DELAY THEIR ENTRY TO INSTITUTIONAL CARE).

Defined Area of Benefit:

STANTON-BY-DALE

Data Sources