Finance Score: 0

Governance Score: 9

Support Score: 3

No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 12

THE ALBEMARLE LIMITED

Providing facilities for and promoting the interests of disabled and disadvantaged persons generally from within Taunton Deane. THis provision includes supported housing, community access scheme, day care for elderly, physically disabled and people with learning and mental health problems, catering, childcare, and social activities and training at The Albemarle Centre Taunton

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

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	Volun- teers
31/03/23		£418	£419	£-1	n/a	n/a	n/a	n/a	n/a	2
31/03/22		£409	£363	£46	n/a	n/a	n/a	n/a	n/a	1
31/03/21		£353	£330	£22	n/a	n/a	n/a	n/a	n/a	1
31/03/20		£429	£471	£-42	n/a	n/a	n/a	n/a	n/a	6
31/03/19		£442	£375	£67	n/a	n/a	n/a	n/a	n/a	22
31/03/18		£419	£433	£-14	£0	£0	£0	n/a	0	0
31/03/17		£434	£443	£-8	£0	£0	£0	n/a	0	0
31/03/16		£494	£484	£9	£0	£0	£0	n/a	0	0
31/03/15		£525	£499	£25	£16	£1,145	£780	18.7	24	0
31/03/14		£633	£543	£89	£22	£1,135	£755	16.7	27	0
31/03/13	*	£605	£555	£50	£38	£1,045	£661	14.3	29	0
31/03/12		£630	£612	£18	£37	£996	£610	12	34	0
31/03/11		£959	£641	£318	£22	£993	£599	11.2	33	0
31/03/10		£628	£612	£16	£25	£675	£625	12.2	33	0
31/03/09		£622	£574	£48	£40	£660	£619	12.9	31	0
31/03/08		£568	£538	£30	£38	£611	£576	12.8	30	0
31/03/07	*	£579	£497	£82	£25	£581	£553	13.4	29	0
31/03/06	*	£505	£447	£59	£0	£0	£0	n/a	0	0
31/03/05	*	£447	£421	£26	£0	£0	£0	n/a	0	0
31/03/04	*	£418	£397	£22	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 41 years

alblifeskills.org

bookings@alblifeskills.org

01823 252945

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Disability

GiG Classification

Services for people with disabilities

How it operates

Acts as an umbrella or resource body
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Somerset,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
2 volunteers

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
Somerset Community Foundation - Creating a 'public living room' to combat isolation and loneliness in Taunton
£3,500	10/10/2022	Grant to Albermarle Centre
Somerset Community Foundation - Accessible 'Changing Places' Toilet
£35,000	05/03/2021 2	Grant to Albermarle Centre
Lloyds Bank Foundation - Grant to The Albemarle Ltd
£15,000	04/03/2015 12	Albemarle is a key community project in the heart of Taunton, providing housing, support for people of all ages and hosting other activities. It seeks support for its service development, training, ....more Albemarle is a key community project in the heart of Taunton, providing housing, support for people of all ages and hosting other activities. It seeks support for its service development, training, website and marketing. This will build its effectiveness.
Lloyds Bank Foundation - Grant to The Albemarle Ltd
£24,000	25/08/2011	the salary of the Project Worker

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 39-77

ANDREW HOBBS Appointed: 2023, Occupation: Operations Manager

CLARE MELLOR Appointed: 2021, Occupation: Hr Consultant

LISA BROWN Appointed: 2022, Occupation: Finance Manager

LOUISE DOBSON Appointed: 2023, Occupation: Learning And Development Lead

NATASHA JORDAN Appointed: 2019, Occupation: Company Director

SARAH RICHARDS Appointed: 2023, Occupation: Project Manager

ANTHONY JOHN ALDERMAN Appointed: 2019, Occupation: None

RICHARD LEES Appointed: 2004, Occupation: Councillor, Other trusteeship: THE TAUNTON AID IN SICKNESS FUND,

SUSAN LEES Appointed: 2015, Occupation: Housewife

MR TIM WALKER (Chair), Occupation: Solicitor, Other trusteeships: THE BAPTIST UNION CORPORATION LIMITED, SOMERSET COMMUNITY FOUNDATION, RETIRED BAPTIST MINISTERS HOUSING ORGANISATION, RBMHO TRUST CORPORATION LIMITED,

Legal constitution

Charitable company registered in England & Wales on 10/01/1983, number: 285867
Registered at Companies House on 05/10/1982, number: 01669608

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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

20 returns made; AR13: 94 days late, AR07: 114 days late, AR06: 25 days late, AR05: 67 days late, AR04: 68 days late,

Main office

Albemarle Centre
Albemarle Road
TAUNTON
Somerset
TA1 1BA

Objectives

THE RELIEF OF MENTALLY AND PHYSICALLY HANDICAPPED PERSONS AND ELDERLY PERSONS.

Defined Area of Benefit:

NOT DEFINED

Data Sources