Finance Score: 0

Governance Score: 6

Support Score: 1

Spending falling: -1
but now stabilising: +1
No PartB

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +1

Overall GiG Score: 7

THE POWELL AND WELCH ALMSHOUSE CHARITY

As a modern Almshouse Charity we provide affordable housing in a rural area for local people who are in need. Our Residents are elderly people of limited means who are accepted as Almshouse Residents due to their circumstances and their inability to fund a home from their own resources.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently

Established: 61 years

www.powellandwelch.wordpress.com

powellandwelch@gmail.com

01455552970

Charity Commission for England and Wales

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	£48	£25	£23	n/a	n/a	n/a	n/a	n/a
31/12/21	£50	£23	£27	n/a	n/a	n/a	n/a	n/a
31/12/20	£46	£17	£29	n/a	n/a	n/a	n/a	n/a
31/12/19	£49	£23	£27	n/a	n/a	n/a	n/a	n/a
31/12/18	£116	£46	£70	£0	£0	£0	n/a	0
31/12/17	£48	£75	£-27	£0	£0	£0	n/a	0
31/12/16	£40	£20	£21	£0	£0	£0	n/a	0
31/12/15	£68	£42	£26	£0	£0	£0	n/a	0
31/12/14	£80	£71	£9	£0	£0	£0	n/a	0
31/12/13	£186	£60	£126	£0	£0	£0	n/a	0
31/12/12	£28	£61	£-33	£0	£0	£0	n/a	0
31/12/11	£43	£56	£-13	£0	£0	£0	n/a	0
31/12/10	£22	£24	£-2	£0	£0	£0	n/a	0
31/12/09	£15	£31	£-16	£0	£0	£0	n/a	0
31/12/08	£17	£4	£13	£0	£0	£0	n/a	0
31/12/07	£28	£8	£20	£0	£0	£0	n/a	0
31/12/06	£21	£21	£-1	£0	£0	£0	n/a	0
31/12/05	£19	£15	£5	£0	£0	£0	n/a	0
31/12/04	£13	£4	£9	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Accommodation/Housing

How it operates

Provides buildings/facilities/open space

Where it operates

Leicestershire,

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
Henry Smith Charity - Grant to Powell and Welch Almshouse Charity
£4,950	12/09/2018 12	towards the cost of replacing boilers in almshouses for older people in Leicestershire
National Lottery Community Fund - Powell Row Gardens
£10,000	07/03/2018 12	This group will replace the block paving path to support and improve the lives of older people living there and to improve the community gardens.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

BRIDGET HIGGINS Appointed: 2021

CAROLYN HUBBARD Appointed: 2021

KATHRYN JANE EDWARDS Appointed: 2021

KENNETH HARRY PATTON Appointed: 2016

MIKE GORDON (Chair) Appointed: 2021

PHILIPPA CLARE BEASON Appointed: 2019

Legal constitution

Charity registered in England & Wales on 19/07/1963, number: 218268

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management

Filing Record

19 returns made; all on time

Main office

Ash Grove
Ashby Lane
Bitteswell
LUTTERWORTH
Leicestershire
LE17 4SQ

Objectives

ALMSHOUSES FOR POOR PERSONS OF GOOD CHARACTER WHO FROM AGE, ILL-HEALTH, ACCIDENT OR INFIRMITY ARE UNABLE TO MAINTAIN THEMSELVES BY THEIR OWN EXERTIONS: SPOUSES OR PARTNERS ARE ELIGIBLE FOR APPOINTMENT, PROVIDED BOTH ARE QUALIFIED AS AFORESAID.

Defined Area of Benefit:

BITTESWELL

Data Sources