THE ANCHOR SOCIETY CIO

Charity number: 1167933
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Society assists needy elderly persons within the Bristol postcode area (BS, BA AND GL): it provides annuities, visits them regularly and makes Christmas gifts to each. The Society has also invested in the provision of sheltered living and day care accommodation for elderly people.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £182,642
Total expenditure: £235,372

People

8 Trustee(s)

4 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
  • Recreation
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Bath And North East Somerset
  • Bristol City
  • Gloucestershire
  • North Somerset
  • South Gloucestershire

Governance

Registration history:
  • 29 June 2016: CIO registration
  • 16 September 2022: Funds received from 208756 THE ANCHOR SOCIETY
Organisation type:
CIO
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment 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
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Sonia Brenda Mills Chair 15 November 2023
WALLSCOURT FOUNDATION
Received: On time
Ben Hardy Trustee 06 January 2025
None on record
Ruth Beatrice Pitter Trustee 27 April 2022
None on record
Jane Caroline Oakland Trustee 16 November 2021
UNIVERSITY HOSPITALS BRISTOL & WESTON CHARITY
Received: On time
Brian James Hanson Trustee 16 November 2021
THE ANCHOR SOCIETY LTD
Received: On time
ANCHOR 2005 LIMITED
Received: On time
Hannah Lucy Wallington Trustee 08 October 2019
THE ANCHOR SOCIETY LTD
Received: On time
ANCHOR 2005 LIMITED
Received: On time
ROS KENNEDY Trustee 11 January 2018
None on record
ERIC EVANS Trustee 29 June 2016
THE ANCHOR SOCIETY LTD
Received: On time
ANCHOR 2005 LIMITED
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £215.24k £168.82k £188.58k £161.95k £182.64k
Total expenditure £332.05k £240.35k £235.90k £215.57k £235.37k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 02 May 2024 On Time
Accounts and TAR 31 December 2023 02 May 2024 On Time Download Open in new window
Annual return 31 December 2022 01 June 2023 On Time
Accounts and TAR 31 December 2022 01 June 2023 On Time Download Open in new window
Annual return 31 December 2021 19 May 2022 On Time
Accounts and TAR 31 December 2021 19 May 2022 On Time Download Open in new window
Annual return 31 December 2020 11 June 2021 On Time
Accounts and TAR 31 December 2020 11 June 2021 On Time Download Open in new window
Annual return 31 December 2019 18 May 2020 On Time
Accounts and TAR 31 December 2019 18 May 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CIO - Foundation Registered 29 Jun 2016 as amended on 16 Oct 2020

Charitable objects

THE OBJECTS OF THE CIO ARE THE RELIEF OF PERSONS OVER THE AGE OF 55 IN NEED OF FINANCIAL PROVISION AND OTHER PROVISION WITHIN THE POSTCODE AREAS OF BS, BA AND GL IN SUCH WAYS AS THE CIO SHALL FROM TIME TO TIME DETERMINE.

Contact information

Address:
BENNETTS LTD
BARLEY WOOD STABLES
LONG LANE
WRINGTON
BRISTOL
BS405SA
Phone:
01934862786
Email:
admin@anchorsociety.org.uk
Website:

www.anchorsociety.org.uk Open in new window