SALISBURY CITY ALMSHOUSE AND WELFARE CHARITIES

Charity number: 202110
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Provision of Ordinary Sheltered and Very Sheltered Almshouse accommodation for needy elderly people principally living within the Salisbury area and a small number of general needs accommodation for young families. Welfare grants are also made available for the relief of those in need, hardship or distress within the Salisbury area.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£2,226,333

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Donations and legacies £5.29k
Charitable activities £1.72m
Other trading activities £0
Investments £484.99k
Other £19.24k

Total expenditure:
£2,371,409

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Raising funds £30.31k
Charitable activities £2.34m
Other £0

£26,785 investments gains (losses)

Total income includes £67,291 from 10 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £30.31k
Charitable expenditure £2.34m

People

22 Employee(s)

12 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1

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

What the charity does:
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
Who the charity helps:
  • Children/young People
  • Elderly/old People
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Wiltshire

Governance

Registration history:
  • 16 February 1962: Standard registration
Organisation type:
Other
Other names:
  • MUNICIPAL CHARITIES (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Homes England
Policies:
  • 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
  • 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
  • Volunteer management
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

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Graham Richard Bennett Trustee 11 April 2025
CHARITY OF WILLIAM BOTLEY
Received: On time
SALISBURY CITY EDUCATIONAL AND APPRENTICING CHARITY
Received: On time
DAWN EMILY WILSON Trustee 07 February 2025
SALISBURY CITY EDUCATIONAL AND APPRENTICING CHARITY
Received: On time
CHARITY OF WILLIAM BOTLEY
Received: On time
WILLIAM NICHOLAS COLLINS Trustee 02 February 2024
SALISBURY CITY EDUCATIONAL AND APPRENTICING CHARITY
Received: On time
CHARITY OF WILLIAM BOTLEY
Received: On time
Dr HELENA EWING Trustee 01 May 2020
CHARITY OF WILLIAM BOTLEY
Received: On time
SALISBURY CITY EDUCATIONAL AND APPRENTICING CHARITY
Received: On time
Dr ROBERT HEWETSON Trustee 03 April 2020
SALISBURY CITY EDUCATIONAL AND APPRENTICING CHARITY
Received: On time
CHARITY OF WILLIAM BOTLEY
Received: On time
ALAN CORKILL Trustee 03 May 2019
THE ROTARY CLUB OF SALISBURY CHARITABLE FUND
Received: On time
CHARITY OF WILLIAM BOTLEY
Received: On time
SALISBURY CITY EDUCATIONAL AND APPRENTICING CHARITY
Received: On time
TREVOR AUSTRENG Trustee 06 September 2018
CHARITY OF WILLIAM BOTLEY
Received: On time
SALISBURY CITY EDUCATIONAL AND APPRENTICING CHARITY
Received: On time
Thomas Frederick Clay Trustee 05 May 2017
CHARITY OF WILLIAM BOTLEY
Received: On time
SALISBURY CITY EDUCATIONAL AND APPRENTICING CHARITY
Received: On time
WILTSHIRE CREATIVE
Received: On time
ANNA ELIZABETH TAYLOR Trustee 03 February 2017
CHARITY OF WILLIAM BOTLEY
Received: On time
SALISBURY CITY EDUCATIONAL AND APPRENTICING CHARITY
Received: On time
FIONA GREEN Trustee 02 December 2016
CHARITY OF WILLIAM BOTLEY
Received: On time
SALISBURY CITY EDUCATIONAL AND APPRENTICING CHARITY
Received: On time
ALISON ROSER HATTON Trustee 01 July 2016
SALISBURY CITY EDUCATIONAL AND APPRENTICING CHARITY
Received: On time
CHARITY OF WILLIAM BOTLEY
Received: On time
ALASTAIR JAMES LANGTON BRAIN Trustee 05 February 2016
SALISBURY CITY EDUCATIONAL AND APPRENTICING CHARITY
Received: On time
CHARITY OF WILLIAM BOTLEY
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 £1.94m £1.83m £1.86m £2.03m £2.23m
Total expenditure £1.59m £1.65m £1.63m £1.76m £2.37m
Income from government contracts £73.94k £71.99k N/A N/A N/A
Income from government grants £67.29k £67.29k £67.29k £67.29k £67.29k
Income - Donations and legacies £27.68k £1.84k £429 £4.26k £5.29k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £1.47m £1.48m £1.49m £1.59m £1.72m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £387.01k £323.04k £343.35k £404.04k £484.99k
Income - Other £50.88k £21.63k £22.66k £26.26k £19.24k
Income - Legacies £3.58k £0 £0 £2.00k £4.06k
Expenditure - Charitable activities £1.56m £1.62m £1.48m £1.74m £2.34m
Expenditure - Raising funds £24.36k £28.21k £146.78k £24.00k £30.31k
Expenditure - Governance £29.65k £25.11k £27.84k £25.15k £28.06k
Expenditure - Grants institution £2.96k £3.24k £2.64k £12.60k £2.50k
Expenditure - Investment management £21.25k £15.73k £20.49k £20.47k £30.31k
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £7.07m £7.01m £7.47m £7.65m £7.91m
Long-term investments £6.86m £6.60m £7.33m £6.83m £7.24m
Other assets £9.11m £9.59m £10.17m £9.54m £9.67m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £2.41m £2.41m £2.25m £2.20m £2.17m

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 17 July 2024 On time
Accounts and TAR 31 December 2023 17 July 2024 On time Download Open in new window
Annual return 31 December 2022 08 June 2023 On time
Accounts and TAR 31 December 2022 08 June 2023 On time Download Open in new window
Annual return 31 December 2021 11 August 2022 On time
Accounts and TAR 31 December 2021 11 August 2022 On time Download Open in new window
Annual return 31 December 2020 22 July 2021 On time
Accounts and TAR 31 December 2020 22 July 2021 On time Download Open in new window
Annual return 31 December 2019 11 September 2020 On time
Accounts and TAR 31 December 2019 11 September 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.

SCHEME OF 19 AUGUST 1974 AS AMENDED BY SCHEMES DATED 19 JULY 1979, 6 SEPTEMBER 1990, 18 DECEMBER 2001 AND TRUSTEES RESOLUTION OF 7 FEBRUARY 2003. THIS CHARITY IS LINKED BY UNITING DIRECTION (S.96(6)) TO CHARITY 220018 (MRS SARAH HAYTERS CHARITY) as amended on 12 Mar 2025

Charitable objects

SEE INDIVIDUAL CONSTITUENTS.

Area of benefit

The area the charity can operate in, as set out in its governing document.

DISTRICT OF SALISBURY.

Linked charities

Linked charities
Linked charity 202110-25 ALBERT H WHITIN DOLE
Governing document
SCHEME OF 19 AUGUST 1974 AS AMENDED BY SCHEMES OF 19 JULY 1979 AND 6 SEPTEMBER 1990.
Charitable objects
ALMHOUSES FOR POOR PERSONS RESIDENT IN THE DISTRICT OF SALISBURY AND RELIEVING RESIDENTS OF SALISBURY WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS.
Area of benefit
DISTRICT OF SALISBURY.
Registration history
  • 16 February 1962 : Standard registration

Contact information

Address:
SALISBURY CITY ALMSHOUSE AND
WELFARE CHARITIES
TRINITY HOSPITAL
TRINITY STREET
SALISBURY
SP1 2BD
Phone:
01722325640
Email:
clerk@salisburyalmshouses.co.uk
Website:

www.salisburyalmshouses.co.uk Open in new window