Finance Score: 0

Governance Score: 0

Support Score: 0

Strong growth: +2
Deficit latest year: -2
No PartB

No supporters identified

Overall GiG Score: 0

WOBORN'S ALMSHOUSE

The object of the charity is to provide almshouses for poor persons who (except in special cases to be approved by the commissioners) have resided in the area of the ancient parish of Yeovil for not less than 5 years.Woborns Almshouse is a two-storey structure consisting of 8 units for residents.

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:

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
Income was significantly lower than spending in the latest year

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
31/12/22	£49	£162	£-113	n/a	n/a	n/a	n/a	n/a	1
31/12/21	£44	£28	£17	n/a	n/a	n/a	n/a	n/a	1
31/12/20	£51	£32	£19	n/a	n/a	n/a	n/a	n/a	1
31/12/19	£46	£30	£16	n/a	n/a	n/a	n/a	n/a	0
31/12/18	£48	£33	£15	£0	£0	£0	n/a	0	0
31/12/17	£48	£28	£20	£0	£0	£0	n/a	0	0
31/12/16	£48	£35	£12	£0	£0	£0	n/a	0	0
31/12/15	£45	£36	£9	£0	£0	£0	n/a	0	0
31/12/14	£41	£50	£-9	£0	£0	£0	n/a	0	0
31/12/13	£47	£33	£14	£0	£0	£0	n/a	0	0
31/12/12	£46	£31	£15	£0	£0	£0	n/a	0	0
31/12/11	£43	£36	£7	£0	£0	£0	n/a	0	0
31/12/10	£43	£32	£11	£0	£0	£0	n/a	0	0
31/12/09	£42	£33	£9	£0	£0	£0	n/a	0	0
31/12/08	£43	£36	£6	£0	£0	£0	n/a	0	0
31/12/07	£40	£33	£7	£0	£0	£0	n/a	0	0
31/12/06	£35	£39	£-4	£0	£0	£0	n/a	0	0
31/12/05	£34	£39	£-4	£0	£0	£0	n/a	0	0
31/12/04	£38	£48	£-10	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 59 years

david.recardo@me.com

07725 665998

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

Somerset,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
1 volunteer

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

VICAR OF HOLY TRINITY Appointed: 2022

YEOVIL WITHOUT PARISH COUNCIL Appointed: 2015

DAVID CHARLES RECARDO (Chair) Appointed: 2022

JANE LOWERY Appointed: 2023

NIGEL GAGE Appointed: 2022

YEOVIL TOWN COUNCIL

MANFRED ROPER Appointed: 2022, Other trusteeship: YEOVIL SHOPMOBILITY,

REV JAMES DUDLEY-SMITH MA, BTH, Other trusteeships: THE MARSH TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. JOHN THE BAPTIST CHURCH, YEOVIL, SOMERSET,

Legal constitution

Charity registered in England & Wales on 30/04/1965, number: 241102

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Homes England

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; all on time

Main office

83 Lyde Road
YEOVIL
Somerset
BA21 5DH

Objectives

ALMSHOUSES FOR POOR PERSONS WHO (EXCEPT IN SPECIAL CASES TO BE APPROVED BY THE COMMISSIONERS) HAVE RESIDED IN THE AREA OF THE ANCIENT PARISH OF YEOVIL FOR NOT LESS THAN 5 YEARS NEXT PRECEDING THE TIME OF APPOINTMENT.

Defined Area of Benefit:

ANCIENT PARISH OF YEOVIL

Data Sources