Finance Score: 0

Governance Score: 6

Support Score: 0

No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 6

THE BLUE HOUSE

We curently provide self contained housing for the elderly within the Blue House, we raise funds for the upkeep of the listed building, to ensure the best environment for our residents.

Analysis by Giving is Great

Positives:

Spending has increased 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 and dynamic in terms of composition

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		£126	£136	£-11	n/a	n/a	n/a	n/a	n/a	4
31/03/22		£119	£115	£3	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£122	£88	£35	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£131	£122	£8	n/a	n/a	n/a	n/a	n/a	3
31/03/19		£140	£99	£41	n/a	n/a	n/a	n/a	n/a	3
31/03/18	*	£158	£99	£58	£0	£0	£0	n/a	0	0
31/03/17		£120	£102	£18	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 8 years

www.thebluehousefrome.co.uk

enquiries@thebluehousefrome.co.uk

01373462577

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

Where it operates

Somerset,

Who it helps

Elderly/Old People
Other Defined Groups

Who works here?

Unknown number of employees
4 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

Age Range of Trustees:

MAEVE ENGLAND Appointed: 2022

DOCTOR ROBERT GRIFFITHS Appointed: 2023

MIRIAM CHEAL (Chair) Appointed: 2018

ROBIN ISHERWOOD Appointed: 2021

SARAH SANDON Appointed: 2021

ANNE CHRISTINE OAKES Appointed: 2016, Other trusteeship: WOMEN'S INSTITUTE - STANDERWICK,BERKLEY AND BECKINGTON,

MR JIM DOWLING Appointed: 2016, Other trusteeships: FROME LIONS CLUB CHARITABLE TRUST, FROME AND DISTRICT AGRICULTURAL SOCIETY LIMITED,

STUART JOHN BARNES Appointed: 2022, Occupation: Company Director

DAVID ALAN OAKENSEN Appointed: 2016, Occupation: Director, Other trusteeship: BIRCH HOUSING LIMITED,

Legal constitution

Charity registered in England & Wales on 04/03/2016, number: 1165878

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
Internal charity financial controls policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

7 returns made; AR18: 83 days late,

Main office

FINANCE AND ADMINISTRATION OFFICER
THE BLUE HOUSE
THE BRIDGE
FROME
SOMERSET
BA11 1AP

Objectives

THE OBJECTS OF THE CIO ARE:(1) THE PROVISION OF HOUSING ACCOMMODATION FOR BENEFICIARIES.(2) SUCH CHARITABLE PURPOSES BENEFICIAL TO THE BENEFICIARIES OR A SUFFICIENT SECTION OF THEM AS THE CHARITY TRUSTEES DECIDE.'BENEFICIARIES' (AND OTHER TERMS REFERRED TO IN THE DEFINITION) ARE DEFINED IN INTERPRETATIONS CLAUSE 30 AS BELOW:BENEFICIARIES MEANS AGED PEOPLE WHO WERE BORN IN OR WHO ARE RESIDENT IN THE AREA OF BENEFIT (OR PEOPLE WITH A STRONG SOCIAL OR FAMILY CONNECTION TO, OR IN URGENT NEED OF LIVING IN, THE AREA OF BENEFIT) WHO HAVE A HOUSING NEED OR ARE IN OTHER HARDSHIP OR DISTRESS AS DEFINED IN THE ALLOCATIONS POLICY. AREA OF BENEFIT MEANS THE SOMERSET PARISHES OF BECKINGTON, BERKLEY, BUCKLAND DINHAM, FROME, GREAT ELM, LULLINGTON, NUNNEY, SELWOOD, TRUDOXHILL AND WHATLEY AND, IF THERE ARE NO APPLICANTS FORTHCOMING FROM THESE PLACES, THE SURROUNDING AREA.

Data Sources