Finance Score: 2

Governance Score: -5

Support Score: 0

Strong growth: +2
No PartB

No conflicts policy: -1
Only 4 Trustees: -1
All male board: -3

No supporters identified

Overall GiG Score: -3

W H SAUNDERS & FRANK WAREHAM CHARITY

Alms House

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
There are only 4 trustees
The Board is completely male

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		£138	£117	£21	n/a	n/a	n/a	n/a	n/a	n/a
31/12/22	*	£1,345	£124	£1,221	£70	£1,934	£1,934	187.5	1	1
31/12/21		£97	£79	£17	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20		£88	£61	£27	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19		£88	£66	£22	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18		£86	£58	£28	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17		£83	£71	£12	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£83	£54	£29	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15		£82	£72	£10	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14		£79	£55	£24	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13		£79	£50	£29	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12		£76	£51	£24	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11		£154	£130	£24	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10		£44	£37	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09		£42	£35	£7	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08		£488	£20	£468	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07		£0	£28	£-28	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06	*	£0	£16	£-16	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£0	£9	£-9	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04	*	£1	£8	£-7	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 56 years

swalms.org.uk

office@swalms.org.uk

01202 911511

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Provides financial or material assistance

How it operates

Provides buildings/facilities/open space

Where it operates

Bournemouth,

Who it helps

Elderly/Old People
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

ANDREW DAVID SCOTT SHAWYER Appointed: 2023

DAVID NICHOLAS RIXON

MR JIM RICHARDSON LLB & PUBLIC NOTERY

MR TERRY SMITH

Legal constitution

Charity registered in England & Wales on 31/10/1968, number: 227364

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Homes England

Policies in force

Complaints handling
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries

Filing Record

20 returns made; AR22: 29 days late, AR06: 348 days late, AR04: 21 days late,

Recent reorganisation events:

Asset transfer in from THE WAREHAM COTTAGE HOMES on 08/04/2022

Main office

843A Ringwood Road
BOURNEMOUTH
BH11 8LJ

Objectives

(1) THE OBJECTS OF THE CHARITY ARE:(A) THE PROVISION OF SOCIAL HOUSING ACCOMMODATION IN THE FORM OF ALMSHOUSE ACCOMMODATION FOR PEOPLE WHO:(I) ARE IN NEED, HARDSHIP OR DISTRESS; AND(II) ARE RESIDENT IN THE AREA OF BENEFIT WITH A PREFERENCE FOR THOSE WHO ARE OVER 60 YEARS OF AGE.(B) THE RELIEF OF PERSONS RESIDING IN THE AREA OF BENEFIT INCLUDING THOSE ACCOMMODATED BY THE CHARITY WHO ARE IN NEED, HARDSHIP OR DISTRESS, WITH A PREFERENCE FOR THOSE WHO ARE 60 YEARS OF AGE, THROUGH THE PROVISION OF GRANTS, GOODS OR SERVICES.(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 TRUSTEES FOR USE FOR THE OBJECTS OF THE CHARITY.(3) IN MAKING APPOINTMENTS UNDER CLAUSE 22 OF THIS SCHEME, THE TRUSTEES MUST GIVE PREFERENCE, IN RELATION TO THE HOMES ON THE LAND LISTED IN COLUMN 1 OF PART 2 OF THE SCHEDULE TO THIS SCHEME, TO THE CLASS OF PERSONS DESCRIBED IN COLUMN 2 OF THAT PART OF THE SCHEDULE.

Defined Area of Benefit:

HAMPSHIRE AND DORSET