Finance Score: -1

Governance Score: 0

Support Score: 0

Accounts filed more than 5 days late: -2 times
Reasonable growth: +1
No PartB

No volunteer policy: -2
No conflicts policy: -1
Gender balanced board: +3

Large volunteers +5

Overall GiG Score: 4

WARRENS ALMSHOUSES

Provision of housing for widows or spinsters in the Warminster area over the age of 60 who are in distress or need and are of limited means. Preference is given to those professing the Protestant faith.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

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		£15	£5	£10	n/a	n/a	n/a	n/a	n/a	6
31/12/21		£22	£3	£19	n/a	n/a	n/a	n/a	n/a	5
31/12/20	*	£13	£6	£7	n/a	n/a	n/a	n/a	n/a	5
31/12/19		£13	£3	£10	n/a	n/a	n/a	n/a	n/a	0
31/12/18	*	£13	£3	£10	£0	£0	£0	n/a	0	0
31/12/17		£15	£3	£12	£0	£0	£0	n/a	0	0
31/12/16	*	£10	£4	£7	£0	£0	£0	n/a	0	0
31/12/15		£12	£4	£8	£0	£0	£0	n/a	0	0
31/12/14	*	£11	£4	£8	£0	£0	£0	n/a	0	0
31/12/13		£12	£3	£8	£0	£0	£0	n/a	0	0
31/12/12		£11	£4	£7	£0	£0	£0	n/a	0	0
31/12/11		£9	£3	£6	£0	£0	£0	n/a	0	0
31/12/10		£6	£2	£4	£0	£0	£0	n/a	0	0
31/12/09		£4	£1	£3	£0	£0	£0	n/a	0	0
31/12/08		£7	£1	£7	£0	£0	£0	n/a	0	0
31/12/07		£1	£7	£-7	£0	£0	£0	n/a	0	0
31/12/06	*	£1	£3	£-3	£0	£0	£0	n/a	0	0
31/12/05		£3	£4	£-1	£0	£0	£0	n/a	0	0
31/12/04		£5	£3	£2	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 59 years

ANTHONYOLIVE.STEPHENS@OUTLOOK.COM

01985216327

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Shelter for homeless, vulnerable & excluded people

How it operates

Provides buildings/facilities/open space

Where it operates

Wiltshire,

Who it helps

Elderly/Old People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

ANTHONY STEPHENS

FRANCES ANN PEARSON Appointed: 2016, Other trusteeships: THE ERNEST AND MARJORIE FUDGE TRUST FOR WARMINSTER, THE ERNEST AND MARJORIE FUDGE TRUST FOR WARMINSTER,

HEATHER PARKS Appointed: 2002, Other trusteeships: FRIENDS OF WCR, THE ERNEST AND MARJORIE FUDGE TRUST FOR WARMINSTER, ST LAWRENCE CHAPEL WARMINSTER,

JETTA MARGARET FOUND (Chair)

KEN BAILIE Appointed: 2022

PILIPPA JANE RIDOUT Appointed: 2022

Legal constitution

Charity registered in England & Wales on 07/09/1965, number: 242797

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; AR20: 8 days late, AR18: 363 days late, AR16: 337 days late, AR14: 26 days late, AR06: 12 days late,

Main office

104 RUSKIN DRIVE
WARMINSTER
BA12 8SA

Objectives

THE EXISTING TRUSTS WILL TAKE EFFECT WITH CLAUSE 10 OF THE CHARITY COMMISSION SCHEME DATED 13 JUNE 1977 BEING DELETED AND REPLACED WITH:10. QUALIFICATION OF ALMSPEOPLE. THE ALMSPEOPLE SHALL BE WIDOWS OR SPINSTERS OF GOOD CHARACTER WHO ARE OVER 60 YEARS OF AGE, RESIDENT IN THE AREA OF BENEFIT AND WHO ARE IN NEED, HARDSHIP OR DISTRESS. PREFERENCE SHALL BE GIVEN TO PERSONS WHO PROFESS THE PROTESTANT RELIGION.IF AND IN SO FAR AS SUITABLE BENEFICIARIES CANNOT BE FOUND THE TRUSTEES MAY ADMIT PERSONS WHO ARE RESIDENT OUTSIDE THE AREA OF BENEFIT BUT WHO ARE OTHERWISE SUITABLY QUALIFIED.

Defined Area of Benefit:

ANCIENT PARISH OF WARMINSTER

Data Sources