Finance Score: -1

Governance Score: 2

Support Score: 4

Reasonable growth: +1
Multiple Deficits: -2
No PartB

No conflicts policy: -1
Dynamic board: +3

Grant maker support: +4

Overall GiG Score: 5

ARTHUR GOODWIN'S ALMSHOUSES

The Charity manages the Almshouses at Waddesdon, and applies income for repairs and for the benefit of the Almspeople.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period, despite a decline more recently
A significant proportion of recent income was derived from major grant makers
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

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
31/12/22		£32	£38	£-6	n/a	n/a	n/a	n/a	n/a
31/12/21		£34	£30	£5	n/a	n/a	n/a	n/a	n/a
31/12/20		£27	£22	£6	n/a	n/a	n/a	n/a	n/a
31/12/19		£69	£77	£-9	n/a	n/a	n/a	n/a	n/a
31/12/18		£26	£21	£6	£0	£0	£0	n/a	0
31/12/17		£23	£25	£-2	£0	£0	£0	n/a	0
31/12/16		£23	£18	£6	£0	£0	£0	n/a	0
31/12/15	*	£14	£14	£1	£0	£0	£0	n/a	0
31/12/14		£22	£11	£11	£0	£0	£0	n/a	0
31/12/13		£18	£12	£6	£0	£0	£0	n/a	0
31/12/12		£15	£8	£7	£0	£0	£0	n/a	0
31/12/11		£19	£11	£8	£0	£0	£0	n/a	0
31/12/10	*	£15	£8	£7	£0	£0	£0	n/a	0
31/12/09	*	£11	£7	£4	£0	£0	£0	n/a	0
31/12/08		£8	£6	£2	£0	£0	£0	n/a	0
31/12/07?	*	£9	£9	£1	£0	£0	£0	n/a	0
31/12/05		£7	£5	£1	£0	£0	£0	n/a	0
31/12/04		£6	£4	£1	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 57 years

01296653410

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Other facilities management and maintenance

How it operates

Provides services

Where it operates

Buckinghamshire,

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
Rothschild Foundation - Grant to Arthur Goodwin's Almshouses
£30,000	02/07/2021	Funding to cover service fee from JRSL and consolidation of existing grants

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

SJP TRUST CORPORATION LIMITED Appointed: 2023

ANNA LOUISE COATES Appointed: 2020

DOCTOR ALAN DOUGLAS WATT

PETER DENNIS STRAY Appointed: 2019

S.J.P. TRUST CORPORATION LIMITED Appointed: 2023, Other trusteeship: THE ROTHSCHILD FOUNDATION,

REV CAROLINE WAINMAN Appointed: 2021, Other trusteeships: WILLIAM TURNER'S CHARITY, JOHN BECK'S AND LEWIS FETTO'S CHARITY,

Legal constitution

Charity registered in England & Wales on 20/12/1966, number: 203342

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

18 returns made; AR15: 24 days late, AR10: 17 days late, AR09: 382 days late, AR07: 151 days late,

Main office

C/O J ROTHSCHILD SERVICES LIMITED
Estate Office
Queen Street
WADDESDON
AYLESBURY
HP18 0JW

Objectives

ALMSHOUSES FOR POOR PERSONS OF GOOD CHARACTER WHO ARE RESIDENT IN THE PARISHES OF WADDESDON AND UPPER WINCHENDON.

Defined Area of Benefit:

PARISHES OF WADDESDON AND UPPER WINCHENDON

Data Sources