Finance Score: -5

Governance Score: -1

Support Score: 3

Accounts filed more than 5 days late: -2 times
Volatile income: -3
No PartB

Mainly male board: -1

Grant maker support: +3

Overall GiG Score: -3

SHAFTESBURY MUNICIPAL ALMSHOUSE CHARITY

To provide accommodation for persons in need, who are resident in the Parishes of Shaftesbury, Cann, Motcombe, Stour Provost, Margaret Marsh, Fontmell Magna, Compton Abbas and Donhead St. Mary.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

The Board is predominantly male

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
Income has been volatile recently

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
31/12/22	*	£120	£87	£33	n/a	n/a	n/a	n/a	n/a	0
31/12/21		£167	£46	£121	n/a	n/a	n/a	n/a	n/a	2
31/12/20		£233	£77	£156	n/a	n/a	n/a	n/a	n/a	2
31/12/19		£331	£92	£239	n/a	n/a	n/a	n/a	n/a	0
31/12/18	*	£267	£78	£189	£0	£0	£0	n/a	0	0
31/12/17		£89	£79	£10	£0	£0	£0	n/a	0	0
31/12/16		£86	£77	£9	£0	£0	£0	n/a	0	0
31/12/15		£87	£65	£22	£0	£0	£0	n/a	0	0
31/12/14		£82	£63	£19	£0	£0	£0	n/a	0	0
31/12/13		£86	£58	£28	£0	£0	£0	n/a	0	0
31/12/12		£83	£60	£23	£0	£0	£0	n/a	0	0
31/12/11		£82	£85	£-3	£0	£0	£0	n/a	0	0
31/12/10		£78	£57	£22	£0	£0	£0	n/a	0	0
31/12/09		£73	£70	£3	£0	£0	£0	n/a	0	0
31/12/08		£75	£69	£6	£0	£0	£0	n/a	0	0
31/12/07		£72	£74	£-2	£0	£0	£0	n/a	0	0
31/12/06		£70	£74	£-5	£0	£0	£0	n/a	0	0
31/12/05		£71	£70	£1	£0	£0	£0	n/a	0	0
31/12/04		£68	£64	£4	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 62 years

clerk@chubbshouse.org.uk

01747852903

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
Provides services

Where it operates

Dorset,

Who it helps

Elderly/Old People

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
Wolfson Foundation - Grant to Shaftesbury Municipal Almshouse Charity
£60,000	13/06/2019	Remodelling of 20 bedsits into 23 one-bedroom flats with new kitchens and bathrooms

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Gender Split

ANTHONY THOMAS MORGAN (Chair)

COLIN HOWES

PATRICIA LEVER Appointed: 2021

MR TIM COOK, Other trusteeship: SHAFTESBURY TOWN TWINNING ASSOCIATION,

ROGER HAYDN BOOTH, Other trusteeship: BLACKMORE VALE LODGE NO 3625 BENEVOLENT FUND,

Legal constitution

Charity registered in England & Wales on 26/03/1962, number: 202457

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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

Filing Record

19 returns made; AR22: 57 days late, AR18: 41 days late,

Main office

33 Salisbury Street
SHAFTESBURY
Dorset
SP7 8EL

Objectives

TO PROVIDE FOR THOSE ITEMS OF ORDINARY MAINTENANCE AND REPAIR OF THE ALMSHOUSES BELONGING TO THE CHARITY WHICH RECUR AT INFREQUENT INTERVALS

Defined Area of Benefit:

PARISHES OF SHAFTESBURY, CANN, MOTCOMBE, STOUR PROVOST, MARGARET MARSH, FONTMELL MAGNA, COMPTON ABBAS, MELBURY ABBAS AND DONHEAD ST. MARY

Data Sources