Finance Score: -2

Governance Score: 3

Support Score: 2

Deficit latest year: -2
No PartB

Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 3

WILLIAM LOVETT'S ALMSHOUSE CHARITY

The charity owns and rents 6 almshouses to suitably qualified residents, as determined by the charity's constitution. It also owns adjacent and surrounding land on which the almshouses are situated, the residual portion of which is set aside as a multi-purpose village amenity.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
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
There has been a change of accounting period recently, so trends may be hard to determine
Income was lower than spending in the latest year

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

Sources of Income ?

Y/E	Income	Spending	Surplus/ Deficit
31/03/23?	£50,029	£58,855	£-8,826
31/12/21	£26,189	£18,722	£7,467
31/12/20	£25,697	£27,141	£-1,444

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Download accounts

Highest pay bracket: less than £60,000

Established: 4 years

david.cf.roberts@btinternet.com

01788510437

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space

Where it operates

Northamptonshire,

Who it helps

Elderly/Old People
Other Defined Groups

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
Northamptonshire Community Foundation - Allotment Expansion
£2,782	08/03/2022	Allotment Expansion

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

STEFAN JURGEN GLISSMANN Appointed: 2021

ANNE EDITH HOPWELL Appointed: 2020, Other trusteeship: WEST HADDON CHARITIES,

CHARLES EDWARD PORTER (Chair) Appointed: 2016, Other trusteeship: WEST HADDON CHARITIES,

DR WENDY JENNIFER RAYBOULD Appointed: 2020, Other trusteeship: WEST HADDON CHARITIES,

IAN RICHARD LITCHFIELD Appointed: 2019, Other trusteeship: WEST HADDON CHARITIES,

KENNETH BRAND Appointed: 2017, Other trusteeship: WEST HADDON CHARITIES,

PATRICIA MARGOT BALDWIN Appointed: 2018, Other trusteeship: WEST HADDON CHARITIES,

SIR RICHARD TILT Appointed: 2017, Other trusteeship: WEST HADDON CHARITIES,

Legal constitution

Charity registered in England & Wales on 15/01/2020, number: 1187392

Gift Aid

NOT registered with HMRC for Gift Aid

Event History

14/09/2021 - Asset transfer in from WILLIAM LOVETT'S ALMSHOUSE CHARITY
06/02/2023 - Asset transfer in from WILLIAM LOVETT'S ALMSHOUSE CHARITY

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
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
Trustee conflicts of interest policy and procedures

Filing Record

3 returns made; all on time

Recent reorganisation events:

Asset transfer in from WILLIAM LOVETT'S ALMSHOUSE CHARITY on 14/09/2021
Asset transfer in from WILLIAM LOVETT'S ALMSHOUSE CHARITY on 06/02/2023

Main office

Gable House
Pytchley Court
Crown Lane
West Haddon
Northampton
NN6 7AL

Objectives

1. THE PREVENTION OR RELIEF OF POVERTY BY PROVIDING SOCIAL HOUSING, IN THE FORM OF ALMSHOUSE ACCOMMODATION, FOR PERSONS IN NEED OF SUCH ACCOMMODATION DUE TO FINANCIAL HARDSHIP OR LIMITED FINANCIAL RESOURCES, WHO (EXCEPT IN SPECIAL CASES TO BE DETERMINED BY THE TRUSTEES) HAVE BEEN RESIDENT IN THE VILLAGE OF WEST HADDON FOR AT LEAST TWO YEARS PRIOR TO THEIR INITIAL APPLICATION, OR WHO HAVE DEMONSTRABLY STRONG OR LONG-STANDING CONNECTIONS WITH THE VILLAGE.2. SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF RESIDENTS AND FORMER RESIDENTS AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE.

Data Sources