Finance Score: 0

Governance Score: 3

Support Score: 2

No PartB

Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 5

THE ST OSYTH ALMSHOUSE CHARITY

Provision of housing

Analysis by Giving is Great

Positives:

The charity has received modest backing from several prominent grant makers recently
There have been no material 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

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
31/03/23		£39	£25	£15	n/a	n/a	n/a	n/a	n/a
31/03/22		£34	£11	£22	n/a	n/a	n/a	n/a	n/a
31/03/21	*	£38	£42	£-3	n/a	n/a	n/a	n/a	n/a
31/03/20		£38	£48	£-10	n/a	n/a	n/a	n/a	n/a
31/03/19		£37	£10	£27	n/a	n/a	n/a	n/a	n/a
31/03/18		£35	£10	£24	£0	£0	£0	n/a	0
31/03/17		£33	£12	£20	£0	£0	£0	n/a	0
31/03/16		£32	£22	£10	£0	£0	£0	n/a	0
31/03/15		£30	£9	£21	£0	£0	£0	n/a	0
31/03/14		£29	£8	£21	£0	£0	£0	n/a	0
31/03/13		£20	£13	£7	£0	£0	£0	n/a	0
31/03/12		£19	£8	£10	£0	£0	£0	n/a	0
31/03/11		£17	£15	£2	£0	£0	£0	n/a	0
31/03/10		£19	£15	£4	£0	£0	£0	n/a	0
31/03/09		£19	£11	£8	£0	£0	£0	n/a	0
31/03/08		£18	£9	£9	£0	£0	£0	n/a	0
31/03/07		£20	£17	£3	£0	£0	£0	n/a	0
31/03/06		£15	£10	£5	£0	£0	£0	n/a	0
31/03/05		£15	£9	£6	£0	£0	£0	n/a	0
31/03/04	*	£13	£10	£3	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 45 years

clare.heyes@keyline.plus.com

07803908686

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Shelter for homeless, vulnerable & excluded people

How it operates

Provides buildings/facilities/open space

Where it operates

Essex,

Who it helps

Other Defined Groups

Who supports 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
Sussex Community Foundation - Grant to Kempton House Day Centre Age Concern
£8,000	13/12/2022	Funding was provided towards food and heating costs to provide a warm space for people using their services.
Sussex Community Foundation - Grant to Kempton House Day Centre Age Concern peacehaven and Telscombe
£2,000	06/04/2020	Kempton House Day Centre helps the elderly in their community, running lunch clubs three days a week. Funding is required to help with meals for older and vulnerable people during this time, ....more Kempton House Day Centre helps the elderly in their community, running lunch clubs three days a week. Funding is required to help with meals for older and vulnerable people during this time, delivering meals to 75 local vulnerable people, mainly over 60's but including some that have been referred from Adult Social Care Services. Funding will enable them to continue for six months.
Sussex Community Foundation - Grant to Kempton House Day Centre Age Concern peacehaven and Telscombe
£2,000	06/04/2020	Kempton House Day Centre helps the elderly in their community, running lunch clubs three days a week. Funding is required to help with meals for older and vulnerable people during this time, ....more Kempton House Day Centre helps the elderly in their community, running lunch clubs three days a week. Funding is required to help with meals for older and vulnerable people during this time, delivering meals to 75 local vulnerable people, mainly over 60's but including some that have been referred from Adult Social Care Services. Funding will enable them to continue for six months.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

CATHERINE VENABLES Appointed: 2019

DANNY WRIGHT Appointed: 2023

DAVID COOPER Appointed: 2017

JOHN WHITE, Other trusteeship: THE ROTARY CLUB OF CLACTON CHARITY TRUST FUND,

JOY CLINTON

KAREN SINCLAIR (Chair) Appointed: 2019

REV SHARON MILES Appointed: 2011

Legal constitution

Charity registered in England & Wales on 05/07/1979, number: 210468

Gift Aid

NOT registered with HMRC for Gift Aid

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
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR21: 45 days late, AR04: 1 days late,

Main office

18 Newbridge Hill
West Bergholt
COLCHESTER
CO6 3ER

Objectives

THE PROVISION AND MAINTENANCE OF ALMSHOUSES FOR POOR PERSON RESIDENT IN THE PARISH OF ST. OSYTH

Defined Area of Benefit:

PARISH OF ST. OSYTH

Data Sources