Finance Score: -2

Governance Score: 3

Support Score: 0

Accounts filed more than 5 days late: -2 times
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

SHEPTON MALLET UNITED CHARITIES

The charity has twelve properties referred to as almshouses. The almshouses are for long-term residents of Shepton Mallet and immediate surrounds, preferably aged over 55 whose circumstances require a move to sheltered accommodation; if younger, a higher level of need has to be established.

Analysis by Giving is Great

Positives:

There have been no income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

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
31/12/22		£55	£44	£11	n/a	n/a	n/a	n/a	n/a
31/12/21		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/20		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/19	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/18	*	£0	£0	£0	£0	£0	£0	NAN	0

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Highest pay bracket: less than £60,000

Established: 7 years

alms1627.org.uk

GILLYBAKER2010@HOTMAIL.CO.UK

07789768891

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing

GiG Classification

Poverty relief

How it operates

Provides buildings/facilities/open space

Where it operates

Somerset,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

GRAHAM COCKILL Appointed: 2013

JONATHAN MICHAEL RENDEL Appointed: 2021

JUDITH DEAR Appointed: 2016

KATE LOVELL Appointed: 2017

KEITH TAYLOR Appointed: 2014

PAUL GRAHAM HAMBLIN DAVIES (Chair) Appointed: 2019

SANDRA FREEBORN Appointed: 2014

SUE DUNNE Appointed: 2017

NICHOLAS GUY MAY Appointed: 2021, Other trusteeships: YOUTH WITH A FUTURE, GLASTONBURY ABBEY,

VALENTINE ALBERT CHARLES OWEN Appointed: 2013, Other trusteeship: THE LEAGUE OF FRIENDS OF SHEPTON MALLET COMMUNITY HOSPITAL,

Legal constitution

Charity registered in England & Wales on 09/11/2017, number: 1175666

Gift Aid

Registered with HMRC for Gift Aid

Event History

01/08/2022 - Asset transfer in from ALMSHOUSE AND BREAD CHARITY OF EDWARD AND ELIZABETH STRODE
01/08/2022 - Asset transfer in from SCHOOL AND ALMHOUSE CHARITY OF GEORGE AND WILLIAM STRODE (EXCLUDING EDUCATION ENDOWMENT)
01/08/2022 - Asset transfer in from MARY ANN WICKHAM
01/08/2022 - Asset transfer in from SHEPTON MALLET UNITED CHARITIES

Other Regulators

Homes England

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

5 returns made; AR19: 280 days late, AR18: 646 days late,

Recent reorganisation events:

Asset transfer in from ALMSHOUSE AND BREAD CHARITY OF EDWARD AND ELIZABETH STRODE on 01/08/2022
Asset transfer in from SCHOOL AND ALMHOUSE CHARITY OF GEORGE AND WILLIAM STRODE (EXCLUDING EDUCATION ENDOWMENT) on 01/08/2022
Asset transfer in from MARY ANN WICKHAM on 01/08/2022
Asset transfer in from SHEPTON MALLET UNITED CHARITIES on 01/08/2022

Main office

THE PARISH OFFICE
PETER STREET ROOMS
PETER STREET
SHEPTON MALLET
SOMERSET
BA4 5BL

Objectives

THE OBJECTS OF THE CIO ARE, FOR THE PUBLIC BENEFIT:1) THE PROVISION OF SOCIAL HOUSING IN THE FORM OF ALMSHOUSE ACCOMMODATION FOR THE BENEFIT OF OLDER OR DISABLED PERSONS RESIDENT IN SHEPTON MALLET AND THE SURROUNDING AREA WHO ARE IN NEED OR EXPERIENCING HARDSHIP OR DISTRESS.2) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS IN THE ALMSHOUSES OF THE CIO IN SUCH MANNER AS THE CHARITY TRUSTEES THINK FIT FROM TIME TO TIME.?

Data Sources