Finance Score: -4
Governance Score: 0
Support Score: 3
  • Liabilities <10%: +3
  • Excess reserves: -3
  • Multiple Deficits: -2
  • Fundraising costs high: -2
  • Good trustee age range: +3
  • Static board: -3
  • Overall weighted support: +3
Overall GiG Score: -1 ?

THE ALMSHOUSE ASSOCIATION

Promotion of the establishment, continuation, efficiency and effectiveness of almshouse foundations, and to promote the provision, improvement, upkeep and maintenance of almshouses, and associated services and facilities.
Analysis by Giving is Great

Positives:

  • The charity has received backing from a grant maker
  • This charity has a robust balance sheet
  • The Board appears to be well diversified in terms of age

Regulatory & Governance issues to consider:

  • The Board composition appears to be rather static

Financial issues to consider:

  • This charity has substantial assets and unrestricted reserves of £3,432,312 available, equivalent to 40 months of spending and so may not be able to utilise additional funding
  • On several occasions in recent years income has been less than spending
  • Fundraising costs are high relative to funds raised

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£893£1,036£-142£90£12,672£3,43239.8100
31/12/22£823£954£-131£68£11,944£3,27241.2100
31/12/21£1,094£979£115£135£12,780£3,57643.8100
31/12/20£768£1,129£-361£128£11,531£3,38736100
31/12/19£813£962£-148£127£11,724£3,47043.390
31/12/18£900£962£-62£151£10,506£2,69833.7100
31/12/17£1,379£791£588£153£11,198£3,0974770
31/12/16£786£610£177£84£10,140£2,85356.180
31/12/15£783£684£98£108£9,188£2,42542.560
31/12/14£759£613£146£212£8,627£2,82255.260
31/12/13£826£655£171£235£8,353£2,69849.460
31/12/12£943£581£362£232£7,619£2,33148.260
31/12/11£1,253£610£642£280£6,885£1,85336.470
31/12/10£846£515£332£230£6,311£1,53435.870
31/12/09£631£211£420£199£5,855£1,39779.570
31/12/08£891£559£332£185£5,257£9802170
31/12/07£1,964£452£1,512£223£5,513£92624.670
31/12/06£530£453£77n/an/an/an/an/an/a
31/12/05£489£395£94n/an/an/an/an/an/a
31/12/04£617£477£141n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 20.9%
Fundraising Costs/Total Spending: 13.7%
Senior Staff Costs/Total Spending: 11%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 5%
Liabilities/Income: 82%
Unrestricted Funds/Total Funds: 27%
Reserves/Spending: 39.8 months
Net Current Assets/Spending: 41 months
Quick Ratio: 0.7
Asset Split ?
Balance Sheet History
Established: 21 years

www.almshouses.org

naa@almshouses.org

01344452922

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Shelter for homeless, vulnerable & excluded people
How it operates
  • Acts as an umbrella or resource body
  • Makes grants to organisations
  • Provides advocacy/advice/information
  • Provides other finance
  • Provides services
Where it operates
  • Northern Ireland, Scotland, Throughout England And Wales,
Who it helps
  • Elderly/Old People
  • Other Defined Groups

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations
Amount When
Months
To be used for
Mercer's Charitable Foundation - Grant to Almshouse Association
£45,000 04/12/2019
38
To part fund a PhD student to complete peer reviewed research into the factors that lead residents of almshouses to live longer and healthier lives.
Mercer's Charitable Foundation - Grant to Almshouse Association
£10,000 02/05/2018
12
Annual Grant

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)
Current Trustees appointed
Gender Split

Age Range of Trustees: 48-84
  • ADAM SEDGWICK Appointed: 2016, Occupation: Retired
  • ANDREW BARNES Appointed: 2019, Occupation: None
  • CLIVE COOK Appointed: 2019, Occupation: None
  • DAVID HEALEY Appointed: 2019, Occupation: None
  • ELLEN PATRICIA SCOULLER Appointed: 2003, Occupation: Almshouse Clerk
  • ELIZABETH FATHI (Chair) Appointed: 2012, Occupation: Charity Administrator
  • JOHN STANLEY BROUGHTON Appointed: 2014, Occupation: Almshouse Clerk
  • MR ROB DOUGLAS Appointed: 2015, Occupation: Company Director
  • MRS MARGARET STEWART, Occupation: Road Haulage Contractor
  • PAUL MULLIS FCA MCMI Appointed: 2016, Occupation: Chief Executive
  • QUENTIN ELSTON Appointed: 2019, Occupation: None
  • ROBIN DEREK WILLIAM HARTLEY RUSSELL, Occupation: Banker
Legal constitution
  • Charitable company registered in England & Wales on 18/09/2003, number: 245668
  • Registered at Companies House on 25/02/2003, number: 04678214
Gift Aid
  • 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
  • Paying staff
  • Risk management
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
20 returns made; all on time
Recent reorganisation events:
  • Asset transfer in from ALMSHOUSES OF WILLIAM AND REBECCA PEARCE on 06/09/2021
Main office

BILLINGBEAR LODGE
MAIDENHEAD ROAD
WOKINGHAM
RG40 5RU

Objectives

3.1 PROMOTE THE ESTABLISHMENT, CONTINUATION, EFFICIENCY AND EFFECTIVENESS OF ALMSHOUSE FOUNDATIONS.3.2 PROMOTE THE PROVISION, IMPROVEMENT, UPKEEP AND MAINTENANCE OF ALMSHOUSES, AND ASSOCIATED SERVICES AND FACILITIES.

Defined Area of Benefit:

NATIONAL

Data Sources

Charity Commission for England and Wales
360 Giving

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