Finance Score: -2

Governance Score: 3

Support Score: 0

Multiple Deficits: -2
No PartB

Dynamic board: +3

No supporters identified

Overall GiG Score: 1

THE ANCHOR SOCIETY CIO

The Society assists needy elderly persons within the Bristol postcode area (BS, BA AND GL): it provides annuities, visits them regularly and makes Christmas gifts to each. The Society has also invested in the provision of sheltered living and day care accommodation for elderly people.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently
The Board appears to be dynamic in terms of composition

Financial issues to consider:

On several occasions in recent years income has been less than spending
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/23	£183	£235	£-53	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22	£162	£216	£-54	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21	£189	£236	£-47	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	£169	£240	£-72	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19	£215	£332	£-117	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18	£324	£197	£127	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17	£184	£218	£-35	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 8 years

www.anchorsociety.co.uk

admin@anchorsociety.co.uk

01934862786

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
General Charitable Purposes
Recreation
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Practical support, advice & companionship

How it operates

Makes grants to individuals
Makes grants to organisations
Provides buildings/facilities/open space
Provides human resources

Where it operates

Bath And North East Somerset, Bristol City, Gloucestershire, North Somerset, South Gloucestershire,

Who it helps

Elderly/Old People

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Quartet Community Foundation - Grant to Anchor Society
£1,500	23/10/2023	As directed by the donor towards the society's annual appeal
Quartet Community Foundation - Grant to Anchor Society
£1,000	15/06/2023	As directed by the donors towards the society's work in partnership with many organisations and charities to support vulnerable isolated and lonely older people in Bristol and the surrounding area.
Quartet Community Foundation - Grant to Anchor Society
£1,800	20/10/2022	As directed by the donor towards the society's annual appeal
Quartet Community Foundation - Grant to Anchor Society
£1,000	15/11/2021	As directed by the donor towards the work of the organisation
Quartet Community Foundation - Grant to Anchor Society
£650	12/11/2021	As directed by the donor towards the society's annual appeal
Quartet Community Foundation - Grant to Anchor Society
£1,000	11/11/2021	As directed by the donor towards the society's annual appeal
Quartet Community Foundation - Grant to Anchor Society
£1,000	08/11/2021	As directed by the donor towards the work of the organisation

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees:

BRIAN JAMES HANSON Appointed: 2021, Occupation: Chartered Surveyor

ERIC EVANS Appointed: 2016

HANNAH LUCY WALLINGTON Appointed: 2019, Occupation: Solicitor

JANE CAROLINE OAKLAND Appointed: 2021

ROS KENNEDY (Chair) Appointed: 2018, Occupation: None

RUTH BEATRICE PITTER Appointed: 2022

SONIA BRENDA MILLS Appointed: 2023

Legal constitution

Charity registered in England & Wales on 29/06/2016, number: 1167933

Gift Aid

Registered with HMRC for Gift Aid

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

8 returns made; all on time

Recent reorganisation events:

Asset transfer in from THE ANCHOR SOCIETY on 16/09/2022

Main office

BENNETTS LTD
BARLEY WOOD STABLES
LONG LANE
WRINGTON
BRISTOL
BS405SA

Objectives

THE OBJECTS OF THE CIO ARE THE RELIEF OF PERSONS OVER THE AGE OF 55 IN NEED OF FINANCIAL PROVISION AND OTHER PROVISION WITHIN THE POSTCODE AREAS OF BS, BA AND GL IN SUCH WAYS AS THE CIO SHALL FROM TIME TO TIME DETERMINE.

Data Sources

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