Finance Score: 0

Governance Score: -9

Support Score: 0

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

2 Trustees: -2
Static board: -3
All male board: -3

No supporters identified

Overall GiG Score: -9

WILLIAM RILEY OF LEAMINGTON ALMSHOUSES CHARITY

Almshouses in Leamington Spa.

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:

There are only 2 trustees
The Board is completely male
The Board composition appears to be rather static

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
31/12/23		£15	£20	£-6	n/a	n/a	n/a	n/a	n/a
31/12/22		£15	£8	£7	n/a	n/a	n/a	n/a	n/a
31/12/21		£15	£7	£8	n/a	n/a	n/a	n/a	n/a
31/12/20		£14	£4	£10	n/a	n/a	n/a	n/a	n/a
31/12/19		£14	£4	£11	n/a	n/a	n/a	n/a	n/a
31/12/18	*	£14	£3	£11	£0	£0	£0	n/a	0
31/12/17		£13	£6	£8	£0	£0	£0	n/a	0
31/12/16		£13	£5	£8	£0	£0	£0	n/a	0
31/12/15	*	£5	£6	£-1	£0	£0	£0	n/a	0
31/12/14		£5	£3	£2	£0	£0	£0	n/a	0
31/12/13		£5	£3	£2	£0	£0	£0	n/a	0
31/12/12		£5	£5	£0	£0	£0	£0	n/a	0
31/12/11		£6	£5	£1	£0	£0	£0	n/a	0
31/12/10		£5	£4	£1	£0	£0	£0	n/a	0
31/12/09		£5	£4	£1	£0	£0	£0	n/a	0
31/12/08	*	£5	£5	£0	£0	£0	£0	n/a	0
31/12/07		£4	£2	£2	£0	£0	£0	n/a	0
31/12/06		£2	£2	£0	£0	£0	£0	n/a	0
31/12/05		£3	£3	£-1	£0	£0	£0	n/a	0
31/12/04		£1	£1	£0	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 44 years

01926427854

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Other facilities management and maintenance

How it operates

Other charitable activities

Where it operates

Warwickshire,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (2)

Current Trustees appointed

Gender Split

STEPHEN PETER MORRIS Appointed: 2019

DAVID CHARLES AYRES Appointed: 2016, Other trusteeship: WE ALL MATTER,

Legal constitution

Charity registered in England & Wales on 14/10/1980, number: 510976

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Safeguarding policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR18: 17 days late, AR15: 1 days late, AR08: 10 days late,

Main office

6 Cloister Way
LEAMINGTON SPA
Warwickshire
CV32 6QE

Objectives

THE PROVISION OF ALMSHOUSES FOR THE BENEFIT OF POOR PERSONS OF NOT LESS THAN SIXTY YEARS OF AGE WHO (EXCEPT IN SPECIAL CIRCUMSTANCES TO BE APPROVED BY THE COMMISSIONERS) ARE INHABITANTS OF THE AREA OF THE FORMER BOROUGH OF ROYAL LEAMINGTON SPA.

Defined Area of Benefit:

FORMER BOROUGH OF ROYAL LEAMINGTON

Data Sources