Finance Score: -5

Governance Score: 0

Support Score: 3

Liabilities <10%: +3
Excess reserves: -3
Multiple Deficits and declines: -5

Good trustee age range: +3
Static board: -3

Grant maker support: +3

Overall GiG Score: -2

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 recently
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 £3,272,211 available, equivalent to 41 months of spending and so may not be able to utilise additional funding
Income has been volatile and on several occasions in recent years less than spending

Established: 21 years

www.almshouses.org

naa@almshouses.org

01344452922

Charity Commission for England and Wales

Tweets

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	£823	£954	£-131	£68	£11,944	£3,272	41.2	10
31/12/21	£1,094	£979	£115	£135	£12,780	£3,576	43.8	10
31/12/20	£768	£1,129	£-361	£128	£11,531	£3,387	36	10
31/12/19	£813	£962	£-148	£127	£11,724	£3,470	43.3	9
31/12/18	£900	£962	£-62	£151	£10,506	£2,698	33.7	10
31/12/17	£1,379	£791	£588	£153	£11,198	£3,097	47	7
31/12/16	£786	£610	£177	£84	£10,140	£2,853	56.1	8
31/12/15	£783	£684	£98	£108	£9,188	£2,425	42.5	6
31/12/14	£759	£613	£146	£212	£8,627	£2,822	55.2	6
31/12/13	£826	£655	£171	£235	£8,353	£2,698	49.4	6
31/12/12	£943	£581	£362	£232	£7,619	£2,331	48.2	6
31/12/11	£1,253	£610	£642	£280	£6,885	£1,853	36.4	7
31/12/10	£846	£515	£332	£230	£6,311	£1,534	35.8	7
31/12/09	£631	£211	£420	£199	£5,855	£1,397	79.5	7
31/12/08	£891	£559	£332	£185	£5,257	£980	21	7
31/12/07	£1,964	£452	£1,512	£223	£5,513	£926	24.6	7
31/12/06	£530	£453	£77	£0	£0	£0	n/a	0
31/12/05	£489	£395	£94	£0	£0	£0	n/a	0
31/12/04	£617	£477	£141	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 17.5%
Fundraising Costs/Total Spending: 11%
Senior Staff Costs/Total Spending: 13%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 4%
Liabilities/Income: 57%
Unrestricted Funds/Total Funds: 27%
Reserves/Spending: 41.2 months
Net Current Assets/Spending: 43 months
Quick Ratio: 1.1

Asset Split ?

Listed activities

Accommodation/Housing
The Prevention Or Relief Of Poverty

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 works here?

10 employees

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
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: 47-83

ADAM SEDGWICK Appointed: 2016, Occupation: Retired, Other trusteeships: DEDHAM VALE SOCIETY, LADY ANNE WINDSOR CHARITY, MERCERS' COMPANY HOUSING ASSOCIATION, DEDHAM VALE SOCIETY, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST. MARY, STOKE BY NAYLAND,

ANDREW BARNES Appointed: 2019, Occupation: None, Other trusteeship: NORFOLK HISTORIC BUILDINGS TRUST,

CLIVE COOK Appointed: 2019, Occupation: None

DAVID HEALEY Appointed: 2019, Occupation: None

ELLEN PATRICIA SCOULLER Appointed: 2003, Occupation: Almshouse Clerk, Other trusteeship: THE LEONARD HACKETT MEMORIAL TRUST,

ELIZABETH FATHI (Chair) Appointed: 2012, Occupation: Charity Administrator

JOHN STANLEY BROUGHTON Appointed: 2014, Occupation: Almshouse Clerk, Other trusteeships: HULL UNITED CHARITIES, ALDERMAN COGAN'S SCHOOL FOUNDATION, ALDERMAN FERRIES CHARITY (HULL UNITED CHARITIES),

MR ROB DOUGLAS Appointed: 2015, Occupation: Company Director, Other trusteeships: THE LEONARD HACKETT MEMORIAL TRUST, THE MAKATON CHARITY,

MRS MARGARET STEWART, Occupation: Road Haulage Contractor

PAUL MULLIS FCA MCMI Appointed: 2016, Occupation: Chief Executive, Other trusteeship: REGENT CHRISTIAN FELLOWSHIP,

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

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Volunteer management

Filing Record

19 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