Finance Score: -2

Governance Score: 6

Support Score: 0

Multiple Deficits: -2
No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 4

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 multiple prominent grant makers recently
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
On several occasions in recent years income has been less than spending

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
31/12/23	£183	£235	£-53	n/a	n/a	n/a	n/a	n/a	4
31/12/22	£162	£216	£-54	n/a	n/a	n/a	n/a	n/a	5
31/12/21	£189	£236	£-47	n/a	n/a	n/a	n/a	n/a	5
31/12/20	£169	£240	£-72	n/a	n/a	n/a	n/a	n/a	8
31/12/19	£215	£332	£-117	n/a	n/a	n/a	n/a	n/a	7
31/12/18	£324	£197	£127	£0	£0	£0	n/a	0	0
31/12/17	£184	£218	£-35	£0	£0	£0	n/a	0	0
31/12/16	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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Highest pay bracket: less than £60,000

Established: 8 years

www.anchorsociety.co.uk

info@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

Services for the elderly

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 works here?

Unknown number of employees
4 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
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
£100	10/11/2022	As directed by the donor towards the society's annual appeal
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
£150	20/05/2022	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
£150	11/11/2021	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
Quartet Community Foundation - Grant to Anchor Society
£200	04/11/2021	As directed by the donor towards the society's annual appeal
Quartet Community Foundation - Grant to Anchor Society
£200	03/11/2021	As directed by the donor towards the society's annual appeal
Quartet Community Foundation - Grant to Anchor Society
£250	01/11/2021	As directed by the donor towards the society's annual appeal
Quartet Community Foundation - Grant to Anchor Society
£200	01/11/2021	As directed towards the donor for the society's annual appeal
Quartet Community Foundation - Grant to Anchor Society
£250	27/10/2021	As directed by the donor towards the society's annual appeal

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees:

JANE CAROLINE OAKLAND Appointed: 2021

RUTH BEATRICE PITTER Appointed: 2022

ERIC EVANS Appointed: 2016, Other trusteeships: THE ANCHOR SOCIETY LTD, ANCHOR 2005 LIMITED,

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

SONIA BRENDA MILLS Appointed: 2023, Other trusteeship: WALLSCOURT FOUNDATION,

BOB DURIE Appointed: 2016, Occupation: Director, Other trusteeships: BRISTOL AND ANCHOR ALMSHOUSE CHARITY, THE ANCHOR SOCIETY LTD, ANCHOR 2005 LIMITED,

BRIAN JAMES HANSON Appointed: 2021, Occupation: Chartered Surveyor, Other trusteeships: THE ANCHOR SOCIETY LTD, ANCHOR 2005 LIMITED,

HANNAH LUCY WALLINGTON Appointed: 2019, Occupation: Solicitor, Other trusteeships: THE ANCHOR SOCIETY LTD, ANCHOR 2005 LIMITED,

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