Finance Score: -2

Governance Score: 0

Support Score: 0

Multiple Deficits: -2
No PartB

No supporters identified

Overall GiG Score: -2

ELM TREES RETIREMENT LIVING LIMITED

PROVIDES SHELTERED ACCOMMODATION FOR THE ACTIVE ELDERLY. SUPPORTED TO LIVE INDEPENDENT LIVES AS MUCH AS POSSIBLE.

Analysis by Giving is Great

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	Volun- teers
31/12/22		£479	£502	£-23	n/a	n/a	n/a	n/a	n/a	0
31/12/21		£448	£499	£-51	n/a	n/a	n/a	n/a	n/a	0
31/12/20		£430	£516	£-86	n/a	n/a	n/a	n/a	n/a	6
31/12/19	*	£419	£481	£-62	n/a	n/a	n/a	n/a	n/a	0
31/12/18		£400	£472	£-72	£0	£0	£0	n/a	0	1
31/12/17		£394	£438	£-43	£0	£0	£0	n/a	0	0
31/12/16		£415	£461	£-46	£0	£0	£0	n/a	0	0
31/12/15		£486	£520	£-34	£0	£0	£0	n/a	0	0
31/12/14		£1	£1	£0	£0	£0	£0	n/a	0	0
31/12/13		£669	£500	£169	£21	£2,927	£2,247	53.9	12	0
31/12/12		£508	£478	£31	£19	£2,758	£2,123	53.3	12	0
31/12/11		£479	£499	£-20	£0	£0	£0	n/a	0	0
31/12/10	*	£474	£514	£-39	£0	£0	£0	n/a	0	0
31/12/09		£474	£514	£-39	£0	£0	£0	n/a	0	0
31/12/08		£407	£510	£-103	£0	£0	£0	n/a	0	0
31/12/07		£362	£439	£-77	£0	£0	£0	n/a	0	0
31/12/06	*	£310	£332	£-22	£0	£0	£0	n/a	0	0
31/12/05		£335	£356	£-21	£0	£0	£0	n/a	0	0
31/12/04		£313	£323	£-9	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

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Highest pay bracket: less than £60,000

Established: 61 years

www.elmtreesretirement.org

info@elmtreesretirement.org

02392739322

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space

Where it operates

Hampshire, Portsmouth City,

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

Age Range of Trustees: 56-79

CAROLE RODWELL Appointed: 2021, Occupation: Retired

EMMA BURNS Appointed: 2011, Occupation: Teacher

JAMES WEST Appointed: 2019, Occupation: Engineering Consultant

JEANANN GILES Appointed: 2017, Occupation: Retired Social Worker

SUSAN ELIZABETH LOVE Appointed: 2020

Legal constitution

Charitable company registered in England & Wales on 05/12/1963, number: 220392
Registered at Companies House on 17/10/1962, number: 00738023

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Homes England

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR19: 9 days late, AR10: 51 days late, AR06: 22 days late,

Main office

Elm Trees Retirement Living
Jane Gillet House
50 St. Edwards Road
Southsea
Hampshire
PO5 3DJ

Objectives

TO RELIEVE AGED, IMPOTENT, AND POOR PEOPLE OF ALL CLASSES, FOR THE ADVANCEMENT OF RELIGION AND EDUCATION AND FOR OTHER CHARITABLE PURPOSES BENEFICIAL TO THE COMMUNITY.

Defined Area of Benefit:

PORTSMOUTH AND DISTRICT.

Data Sources

Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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