WILLIAM PORTMAN ALMSHOUSES

Charity Number: 202858
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

ACCOMMODATION/HOUSING

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £17,237
Total expenditure: £8,411

People

5 Trustee(s)

Employees with total benefits over £60,000

No information available

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:
  • Accommodation/housing
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Somerset

Governance

Registration history:
  • 11 April 1962: Standard registration
Organisation type:
Other
Other names:
  • STAPLEFITZPAINE ALMSHOUSES (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Risk management
  • Serious incident reporting 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
ANTHONY THOMAS HEATH Chair 01 September 2008
None on record
Sarah Covey Trustee 25 March 2019
None on record
Dr Michael Michaels Trustee 02 March 2012
None on record
MARY ELEANOR LOWICK BELL Trustee 01 September 2008
None on record
THE HON MRS PEASE Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2020 31/12/2021 31/12/2022 31/12/2023 31/12/2024
Total gross income £14.34k £17.41k £16.52k £15.94k £17.24k
Total expenditure £8.56k £8.04k £14.20k £11.09k £8.41k
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 2024 01 May 2025 On Time
Accounts and TAR 31 December 2024 Not Required
Annual return 31 December 2023 12 December 2024 42 days late
Accounts and TAR 31 December 2023 Not Required
Annual return 31 December 2022 24 June 2023 On Time
Accounts and TAR 31 December 2022 Not Required
Annual return 31 December 2021 04 March 2022 On Time
Accounts and TAR 31 December 2021 Not Required
Annual return 31 December 2020 17 February 2021 On Time
Accounts and TAR 31 December 2020 Not Required
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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 24 FEBRUARY 1965.

Charitable objects

UPKEEP AND MAINTENANCE OF ALMSHOUSES FOR POOR PERSONS NOT LESS THAN 60 YEARS OF AGE WHO WERE BORN OR HAVE RESIDED IN THE AREA COMPRISING THE ANCIENT PARISHES OF BICKENHALL,ORCHARD PORTMAN,STAPLE FITZPAINE AND THURLBAR FOR NOT LESS THAN SEVEN YEARS.

Area of benefit

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

SEE OBJECTS

Contact information

Address:
OLD SCHOOL
STAPLE FITZPAINE
TAUNTON
TA3 5SW
Phone:
01823 480180
Email:
mary.bell14@icloud.com
Website:

No information available