Finance Score: 0

Governance Score: 0

Support Score: 0

No PartB

No supporters identified

Overall GiG Score: 0

THE BIRCH, SAMSON AND LITTLETON UNITED CHARITIES

Almshouses

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

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		£57	£56	£2	n/a	n/a	n/a	n/a	n/a
31/03/22		£55	£54	£1	n/a	n/a	n/a	n/a	n/a
31/03/21		£56	£69	£-13	n/a	n/a	n/a	n/a	n/a
31/03/20		£54	£54	£0	n/a	n/a	n/a	n/a	n/a
31/03/19		£55	£58	£-4	n/a	n/a	n/a	n/a	n/a
31/03/18		£52	£47	£5	£0	£0	£0	n/a	0
31/03/17		£50	£70	£-20	£0	£0	£0	n/a	0
31/03/16		£49	£50	£-1	£0	£0	£0	n/a	0
31/03/15		£19	£23	£-4	£0	£0	£0	n/a	0
31/03/14		£25	£21	£4	£0	£0	£0	n/a	0
31/03/13		£25	£19	£6	£0	£0	£0	n/a	0
31/03/12		£237	£261	£-24	£0	£0	£0	n/a	0
31/03/11		£21	£22	£-1	£0	£0	£0	n/a	0
31/03/10		£22	£18	£3	£0	£0	£0	n/a	0
31/03/09		£23	£21	£2	£0	£0	£0	n/a	0
31/03/08		£24	£18	£6	£0	£0	£0	n/a	0
31/03/07	*	£21	£20	£2	£0	£0	£0	n/a	0
31/03/06		£20	£17	£3	£0	£0	£0	n/a	0
31/03/05		£9	£5	£4	£0	£0	£0	n/a	0
31/03/04		£7	£5	£2	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 59 years

contact@birchsamsonlittletonuc.org.uk

07790895387

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Services for females

How it operates

Provides buildings/facilities/open space

Where it operates

Staffordshire,

Who it helps

Elderly/Old People
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

BARBARA ASTLEY

CHRISTINE UPTON Appointed: 2011

DANIEL BRIGGS Appointed: 2015

EMILY SHERRATT

ELLA SMITH Appointed: 2023

PETER CONWAY (Chair) Appointed: 2013

REV CATH LEIGHTON Appointed: 2023

ROZ JONES Appointed: 2024

ELIZABETH COLES Appointed: 2014, Other trusteeship: BENJAMIN BOLTON,

Legal constitution

Charity registered in England & Wales on 24/06/1965, number: 218971

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Homes England

Policies in force

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
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR07: 140 days late,

Main office

The Pines
Mount Road
Rugeley
WS15 2TL

Objectives

OBJECTS OF THE CHARITY(1) THE OBJECTS OF THE CHARITY ARE:(A) THE RELIEF OF POVERTY BY THE PROVISION OF SOCIAL HOUSING IN THE FORM OF ALMSHOUSE ACCOMMODATION FOR THE BENEFICIARIES SUBJECT TO SUB-CLAUSE 4 (3) BELOW; AND(B) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS AS THE TRUSTEES DECIDE.(2) SUBJECT TO THE PROVISIONS OF CLAUSE 5 (POWER TO DISPOSE OF AND REPLACE PURPOSE PROPERTY), THE LAND IDENTIFIED IN PART 1 OF THE SCHEDULE TO THIS SCHEME MUST BE RETAINED BY THE TRUSTEE FOR USE FOR THE OBJECTS OF THE CHARITY.(3) THE TRUSTEE MUST RETAIN 6 OF THE CHARITY’S ACCOMMODATION UNITS FOR USE BY BENEFICIARIES WHO ARE SINGLE WOMEN. “BENEFICIARIES” MEANS POOR PERSONS WITH A PREFERENCE FOR PERSONS OF 50 YEARS OF AGE OR OVER.

Defined Area of Benefit:

STAFFORDSHIRE

Data Sources