Finance Score: 0

Governance Score: -2

Support Score: 3

No PartB

Very static board: -5
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 1

WINNOCKS AND KENDALLS ALMSHOUSE CHARITY

Provision of almshouses for older people of Colchester.

Analysis by Giving is Great

Positives:

The charity has received Government grants
Spending has increased over the last 3 years relative to the previous period
There have been no income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

The Board composition appears to be very 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

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
31/05/23	£275	£268	£7	n/a	n/a	n/a	n/a	n/a
31/05/22	£266	£160	£106	n/a	n/a	n/a	n/a	n/a
31/05/21	£237	£204	£33	n/a	n/a	n/a	n/a	n/a
31/05/20	£323	£247	£76	n/a	n/a	n/a	n/a	n/a
31/05/19	£532	£193	£339	£0	£4,963	£164	10.2	1
31/05/18	£190	£149	£41	£0	£0	£0	n/a	0
31/05/17	£195	£98	£97	£0	£0	£0	n/a	0
31/05/16	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/05/15	£0	£0	£0	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 10 years

clare.heyes@keyline.plus.com

07803908686

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
The Prevention Or Relief Of Poverty

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Essex,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

ANNA DANIELL Appointed: 2009

JOHN ENFIELD Appointed: 2000

PATRICIA SHARMAN Appointed: 2008

SUSAN LENG Appointed: 2003

TIMOTHY BUSHELL Appointed: 2009

WENDY ALLEN Appointed: 1999

BRIAN TAYLOR Appointed: 2016, Other trusteeship: MIDDLE EAST MEDIA,

CHRISTOPHER ANDREWS Appointed: 2009, Other trusteeship: LEGACY EAST ALMSHOUSE PARTNERSHIP,

JOHN BRADLEY Appointed: 2000, Occupation: Retired

Legal constitution

Charity registered in England & Wales on 07/08/2014, number: 1158167

Gift Aid

NOT 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
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

9 returns made; all on time

Main office

18 Newbridge Hill
West Bergholt
CO6 3ER

Objectives

THE OBJECT OF THE CIO IS, FOR THE PUBLIC BENEFIT, THE PROVISION OF SOCIAL HOUSING IN THE FORM OF ALMSHOUSE ACCOMMODATION AND ASSOCIATED AMENITIES FOR POOR PERSONS WHO SHALL BE RESIDENT IN COLCHESTER AT THE TIME OF APPOINTMENT.

Defined Area of Benefit:

COLCHESTER

Data Sources