Finance Score: 0

Governance Score: 0

Support Score: 2

No PartB

Grant maker support: +2

Overall GiG Score: 2

NATHANIEL WATERHOUSE CHARITIES

The principal activity consists of the provision and management of 24 dwelling units for elderly persons of limited means resident in the ancient parish of Halifax

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently
There have been no material income shortfalls in recent years

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	Volun- teers
28/02/23	£147	£127	£20	n/a	n/a	n/a	n/a	n/a	0
28/02/22	£135	£125	£10	n/a	n/a	n/a	n/a	n/a	0
28/02/21	£135	£108	£27	n/a	n/a	n/a	n/a	n/a	0
29/02/20	£132	£88	£44	n/a	n/a	n/a	n/a	n/a	1
28/02/19	£146	£126	£20	n/a	n/a	n/a	n/a	n/a	0
28/02/18	£235	£232	£3	£0	£0	£0	n/a	0	0
28/02/17	£227	£305	£-78	£0	£0	£0	n/a	0	0
28/02/16	£130	£264	£-133	£0	£0	£0	n/a	0	0
28/02/15	£131	£212	£-81	£0	£0	£0	n/a	0	0
28/02/14	£131	£199	£-68	£0	£0	£0	n/a	0	0
28/02/13	£130	£226	£-96	£0	£0	£0	n/a	0	0
28/02/12	£114	£211	£-97	£0	£0	£0	n/a	0	0
28/02/11	£160	£91	£69	£0	£0	£0	n/a	0	0
28/02/10	£117	£79	£38	£0	£0	£0	n/a	0	0
28/02/09	£115	£75	£40	£0	£0	£0	n/a	0	0
29/02/08	£120	£78	£43	£0	£0	£0	n/a	0	0
28/02/07	£104	£68	£36	£0	£0	£0	n/a	0	0
28/02/06	£104	£80	£23	£0	£0	£0	n/a	0	0
28/02/05	£94	£91	£3	£0	£0	£0	n/a	0	0
29/02/04	£78	£78	£0	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 60 years

www.waterhousecharities.co.uk

waterhousecharities@gmail.com

01422831878

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
Provides human resources

Where it operates

Calderdale,

Who it helps

Elderly/Old People

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
Community Foundation for Calderdale - Improvement of energy efficiency at Waterhouse and Mackintosh Almshouses
£3,450	04/07/2022	Grant to United Charities of Nathaniel Waterhouse & John Mackintosh Memorial Homes

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

THE REVEREND CANON HILARY BARBER, Other trusteeships: THE GOODALL TRUST, JOHN SMYTH'S SCHOOL CHARITY, RISHWORTH SCHOOL,

CHRISTOPHER ASHFORD REYNOLDS Appointed: 2012, Other trusteeships: JOHN MACKINTOSH MEMORIAL HOMES, JOHN SMYTH'S SCHOOL CHARITY,

DR ROGER W POOL Appointed: 2014, Other trusteeships: JOHN MACKINTOSH MEMORIAL HOMES, JOHN SMYTH'S SCHOOL CHARITY,

FRANK BERRY Appointed: 2021, Other trusteeships: JOHN MACKINTOSH MEMORIAL HOMES, JOHN SMYTH'S SCHOOL CHARITY,

JOHN ASQUITH, Other trusteeship: JOHN SMYTH'S SCHOOL CHARITY,

JAMES MICHAEL WALKER Appointed: 2023, Other trusteeships: JOHN MACKINTOSH MEMORIAL HOMES, JOHN SMYTH'S SCHOOL CHARITY, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF THE MINSTER CHURCH OF ST JOHN THE BAPTIST HALIFAX,

LUCY ELIZABETH HODGSON ARMITAGE (Chair) Appointed: 2018, Other trusteeships: JOHN MACKINTOSH MEMORIAL HOMES, JOHN SMYTH'S SCHOOL CHARITY, ROTARY CLUB OF HALIFAX TRUST FUND,

MARK HOLROYD Appointed: 2023, Other trusteeships: JOHN MACKINTOSH MEMORIAL HOMES, JOHN SMYTH'S SCHOOL CHARITY,

PATSY DORSET Appointed: 2023, Other trusteeships: JOHN MACKINTOSH MEMORIAL HOMES, JOHN SMYTH'S SCHOOL CHARITY,

ROB ROSBOROUGH Appointed: 2022, Other trusteeships: JOHN MACKINTOSH MEMORIAL HOMES, COLNE VALLEY MALE VOICE CHOIR - YORKSHIRE, JOHN SMYTH'S SCHOOL CHARITY,

WENDY ASTIN, Other trusteeships: JOHN MACKINTOSH MEMORIAL HOMES, JOHN SMYTH'S SCHOOL CHARITY,

Legal constitution

Charity registered in England & Wales on 26/11/1963, number: 223894

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Homes England

Policies in force

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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

C/O Warden
Waterhouse Almshouses
Harrison Road
Halifax
HX1 2AZ

Objectives

SEE INDIVIDUAL CONSTITUENTS

Defined Area of Benefit:

COUNTY BOROUGH OF HALIFAX AND ANCIENT PARISH OF HALIFAX

Data Sources