Finance Score: 0

Governance Score: 0

Support Score: 1

No PartB

Grant maker support: +1

Overall GiG Score: 1

CITY OF WELLS ALMSHOUSES

To provide affordable housing for older residents of The City of Wells or people with a strong connection to the City, who are unable to satisfy their own housing need with the resources available to them.

Analysis by Giving is Great

Positives:

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

Regulatory & Governance issues to consider:

This charity uses a corporate trustee

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
31/03/23	£496	£256	£240	n/a	n/a	n/a	n/a	n/a	12
31/03/22	£282	£223	£59	n/a	n/a	n/a	n/a	n/a	0
31/03/21	£293	£205	£88	n/a	n/a	n/a	n/a	n/a	8
31/03/20	£287	£274	£13	n/a	n/a	n/a	n/a	n/a	8
31/03/19	£308	£225	£83	n/a	n/a	n/a	n/a	n/a	6
31/03/18	£616	£214	£402	£0	£7,342	£6,841	383.6	4	0
31/03/17	£230	£181	£48	£0	£0	£0	n/a	0	0
31/03/16	£222	£180	£42	£0	£0	£0	n/a	0	0
31/03/15	£260	£173	£87	£0	£0	£0	n/a	0	0
31/03/14?	£200	£180	£19	£0	£0	£0	n/a	0	0
31/12/12	£159	£138	£21	£0	£0	£0	n/a	0	0
31/12/11	£183	£157	£27	£0	£0	£0	n/a	0	0
31/12/10	£149	£233	£-83	£0	£0	£0	n/a	0	0
31/12/09	£160	£204	£-44	£0	£0	£0	n/a	0	0
31/12/08	£178	£112	£66	£0	£0	£0	n/a	0	0
31/12/07	£174	£140	£35	£0	£0	£0	n/a	0	0
31/12/06	£161	£106	£55	£0	£0	£0	n/a	0	0
31/12/05	£143	£79	£64	£0	£0	£0	n/a	0	0
31/12/04	£78	£64	£14	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 30 years

www.wellsalmshouses.org.uk

ceo@wellsalmshouses.org.uk

01749675813

Charity Commission for England and Wales

Tweets

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
12 volunteers

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
The Pilgrim Trust - Grant to The City of Wells Almshouses
£10,000	24/05/2018 2	Restoration of the sedilia at Brick's Almshouse

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (1)

City Of Wells Almshouses CIO

Legal constitution

Charity registered in England & Wales on 08/09/1994, number: 1040554

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Homes England

Policies in force

Bullying and harassment policy and procedures
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
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

19 returns made; all on time

Main office

4 Bubwith Almshouses
WELLS
BA5 2QE

Objectives

FOR THE BENEFIT OF THE RESIDENTS IN THE ALMSHOUSES OF THE CHARITY OR ANY OF THEM IN SUCH MANNER AS THE TRUSTEES THINK FIT FROM TIME TO TIME.

Defined Area of Benefit:

WELLS, SOMERSET

Data Sources