Finance Score: 0
Governance Score: 3
Support Score: 0
  • No PartB
  • Dynamic board: +3
  • No supporters identified
Overall GiG Score: 3 ?

THE TREGONWELL ALMSHOUSE TRUST

The provision of housing accomodation for beneficiaries and such charitable purposes for the benefit of the residents as the trustees decide.
Analysis by Giving is Great

Positives:

  • The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/12/23£18£7£11n/an/an/an/an/an/a
31/12/22£18£11£7n/an/an/an/an/an/a
31/12/21£26£14£12n/an/an/an/an/an/a
31/12/20£19£9£10n/an/an/an/an/an/a
31/12/19£18£9£9n/an/an/an/an/an/a
31/12/18£18£10£8n/an/an/an/an/an/a
31/12/17£18£12£7n/an/an/an/an/an/a
31/12/16£18£12£5n/an/an/an/an/an/a
31/12/15£20£19£2n/an/an/an/an/an/a
31/12/14£20£9£11n/an/an/an/an/an/a
31/12/13£21£22£-2n/an/an/an/an/an/a
31/12/12£2£5£-3n/an/an/an/an/an/a
31/12/11£24£6£17n/an/an/an/an/an/a
31/12/10£21£54£-33n/an/an/an/an/an/a
31/12/09£171£215£-44n/an/an/an/an/an/a
31/12/08£182£147£35n/an/an/an/an/an/a
31/12/07£33£10£22n/an/an/an/an/an/a
31/12/06£8£8£1n/an/an/an/an/an/a
31/12/05£9£8£2n/an/an/an/an/an/a
31/12/04£7£6£1n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 62 years

davidda2021@gmail.com

01258880481

Charity Commission for England and Wales
UN SDGs
?
Listed activities
  • Accommodation/Housing
GiG Classification
  • Shelter for homeless, vulnerable & excluded people
How it operates
  • Provides buildings/facilities/open space
Where it operates
  • Dorset,
Who it helps
  • Elderly/Old People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)
Current Trustees appointed

  • DAVID DUNCOMBE-ANDERSON Appointed: 2023
  • DAWN APRIL WYATT Appointed: 2023
  • LT COL RET'D SUSAN CASTLE-SMITH MBE Appointed: 2019
  • REV LEWIS PEARSON Appointed: 2020
  • RODGER DOUGLAS PRESSLAND (Chair) Appointed: 2022, Occupation: Accountant
Legal constitution
  • Charity registered in England & Wales on 03/05/1962, number: 205134
Gift Aid
  • NOT registered with HMRC for Gift Aid
Other Regulators
  • Homes England
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
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
20 returns made; all on time
Main office

BROOKSIDE
MILTON ABBAS
BLANDFORD FORUM
DT11 0BQ

Objectives

A) THE PROVISION OF HOUSING ACCOMMODATION FOR BENEFICIARIES; ANDB) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS AS THE TRUSTEES DECIDE.

Defined Area of Benefit:

MILTON ABBAS

Data Sources

Charity Commission for England and Wales

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great