Finance Score: 0

Governance Score: 3

Support Score: 0

No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

HENLEY-ON-THAMES BRIDGE CHARITY

financially assists almshouse residents by way of improving standards of accommodation

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

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
31/03/23		£70	£5	£65	n/a	n/a	n/a	n/a	n/a
31/03/22		£60	£51	£9	n/a	n/a	n/a	n/a	n/a
31/03/21		£68	£7	£62	n/a	n/a	n/a	n/a	n/a
31/03/20		£68	£9	£59	n/a	n/a	n/a	n/a	n/a
31/03/19		£69	£5	£64	n/a	n/a	n/a	n/a	n/a
31/03/18		£70	£3	£67	£0	£0	£0	n/a	0
31/03/17		£67	£7	£60	£0	£0	£0	n/a	0
31/03/16	*	£65	£3	£62	£0	£0	£0	n/a	0
31/03/15		£64	£3	£61	£0	£0	£0	n/a	0
31/03/14		£66	£2	£63	£0	£0	£0	n/a	0
31/03/13		£62	£3	£59	£0	£0	£0	n/a	0
31/03/12		£37	£93	£-56	£0	£0	£0	n/a	0
31/03/11		£47	£4	£43	£0	£0	£0	n/a	0
31/03/10		£49	£5	£45	£0	£0	£0	n/a	0
31/03/09		£49	£1	£48	£0	£0	£0	n/a	0
31/03/08		£48	£1	£47	£0	£0	£0	n/a	0
31/03/07	*	£47	£2	£45	£0	£0	£0	n/a	0
31/03/06	*	£43	£3	£40	£0	£0	£0	n/a	0
31/03/05	*	£39	£1	£39	£0	£0	£0	n/a	0
31/03/04	*	£39	£1	£39	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 39 years

info@henleymcharities.com

01491412360

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space

Where it operates

Oxfordshire,

Who it helps

Children/Young People
Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Gender Split

ALISON FRANCES COLLINS Appointed: 2019, Other trusteeships: HENLEY ON THAMES ALMSHOUSE CHARITY, HENLEY-ON-THAMES RELIEF IN NEED CHARITY, THE STEVENS HART AND MUNICIPAL EDUCATIONAL CHARITY, HENLEY-ON-THAMES CHURCH CHARITY,

CHARLOTTE MILES-KINGSTON Appointed: 2018, Other trusteeships: THE STEVENS HART AND MUNICIPAL EDUCATIONAL CHARITY, HENLEY-ON-THAMES CHURCH CHARITY, MOULSFORD PREPARATORY SCHOOL TRUST LIMITED,

DAVID ANTHONY TATE, Other trusteeships: HENLEY ON THAMES ALMSHOUSE CHARITY, HENLEY-ON-THAMES RELIEF IN NEED CHARITY, THE STEVENS HART AND MUNICIPAL EDUCATIONAL CHARITY, HENLEY-ON-THAMES CHURCH CHARITY,

DR PETER ANTHONY ASHBY MB BS, Other trusteeships: HENLEY ON THAMES ALMSHOUSE CHARITY, HENLEY-ON-THAMES RELIEF IN NEED CHARITY, THE STEVENS HART AND MUNICIPAL EDUCATIONAL CHARITY, HENLEY-ON-THAMES CHURCH CHARITY, NETTLEBED SPORTS ASSOCIATION,

DR RICHARD IVOR TOMLINS, Other trusteeships: HENLEY ON THAMES ALMSHOUSE CHARITY, HENLEY-ON-THAMES CHURCH CHARITY,

GEORGE THOMAS Appointed: 2014, Other trusteeships: HENLEY ON THAMES ALMSHOUSE CHARITY, HENLEY-ON-THAMES RELIEF IN NEED CHARITY, THE STEVENS HART AND MUNICIPAL EDUCATIONAL CHARITY, HENLEY-ON-THAMES CHURCH CHARITY,

GILLIAN MARY OVEY, Other trusteeships: HENLEY ON THAMES ALMSHOUSE CHARITY, HENLEY-ON-THAMES RELIEF IN NEED CHARITY, THE STEVENS HART AND MUNICIPAL EDUCATIONAL CHARITY, HENLEY-ON-THAMES CHURCH CHARITY,

JOANNE MAREE O'CONNOR Appointed: 2020, Other trusteeships: TRINITY HALL, HENLEY ON THAMES ALMSHOUSE CHARITY, HENLEY-ON-THAMES RELIEF IN NEED CHARITY, THE STEVENS HART AND MUNICIPAL EDUCATIONAL CHARITY, HENLEY-ON-THAMES CHURCH CHARITY,

KELLIE LOUISE HINTON Appointed: 2018, Other trusteeships: HENLEY-ON-THAMES DAY CENTRE MANAGEMENT COMMITTEE, HENLEY ON THAMES ALMSHOUSE CHARITY, HENLEY-ON-THAMES RELIEF IN NEED CHARITY, THE STEVENS HART AND MUNICIPAL EDUCATIONAL CHARITY, HENLEY-ON-THAMES CHURCH CHARITY, HENLEY EDUCATIONAL TRUST, RIVER AND ROWING MUSEUM FOUNDATION,

MICHAEL NEILL FORSDIKE, Other trusteeships: HENLEY ON THAMES ALMSHOUSE CHARITY, HENLEY-ON-THAMES RELIEF IN NEED CHARITY, THE STEVENS HART AND MUNICIPAL EDUCATIONAL CHARITY, HENLEY-ON-THAMES CHURCH CHARITY,

REV JEREMY CHARLES TAYLER Appointed: 2018, Other trusteeships: HENLEY ON THAMES ALMSHOUSE CHARITY, HENLEY-ON-THAMES RELIEF IN NEED CHARITY, THE STEVENS HART AND MUNICIPAL EDUCATIONAL CHARITY, HENLEY-ON-THAMES CHURCH CHARITY, Henley on Thames Parochial Church Council, HENLEY ON THAMES CHURCHES DEBT CENTRE,

TRISTAN ANTONY STUBBS (Chair) Appointed: 2011, Other trusteeships: HENLEY ON THAMES ALMSHOUSE CHARITY, HENLEY-ON-THAMES RELIEF IN NEED CHARITY, THE STEVENS HART AND MUNICIPAL EDUCATIONAL CHARITY, HENLEY-ON-THAMES CHURCH CHARITY,

Legal constitution

Charity registered in England & Wales on 28/10/1985, number: 292858

Gift Aid

NOT registered with HMRC for Gift Aid

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
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR16: 2 days late, AR07: 79 days late, AR06: 21 days late, AR05: 4 days late, AR04: 201 days late,

Main office

Rear 24 Hart Street
Henley-on-Thames
Oxfordshire
RG9 2AU

Objectives

1. FOR THE BENEFIT OF THE RESIDENTS OF THE ALMSHOUSE CHARITY OR ANY OF THEM. 2. FOR ANY CHARITABLE PURPOSES FOR THE GENERAL BENEFIT OF THE INHABITANTS OF THE PARISHES OF BIX AND ROTHERFIELD GREYS AND THE TOWN OF HENLEY-ON-THAMES ASTHE TRUSTEES OF THE MUNICIPAL CHARITIES THINK FIT.

Defined Area of Benefit:

SEE OBJECTS

Data Sources