LADY ANNE MORTON'S ALMSHOUSE

Charity number: 204315
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Provision of Almshouse accommodation (in Kidlington) for qualifying residents of the parishes of Kidlington and St Aldates, Oxford. Until recently, 6 residents could be accommodated in bedsit accommodation. The accommodation has now been converted to 3 larger units. There is no warden service, and residents need to be reasonably self-sufficient. The Almshouse is a listed building.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £22,018
Total expenditure: £28,870

People

4 Trustee(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

What the charity does:
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
Who the charity helps:
  • Elderly/old People
  • Other Defined Groups
How the charity helps:
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Oxfordshire

Governance

Registration history:
  • 09 February 1962: Standard registration
Organisation type:
Other
Other names:

No other names

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 charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Safeguarding policy and procedures
  • Serious incident reporting 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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Rev Felicity Marie-Louise Scroggie Chair 26 January 2014
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF KIDLINGTON WITH HAMPTON POYLE
Received: On time
HAMPTON POYLE FUEL ALLOTMENT CHARITY
Received: On time
Dr John Morris Trustee 15 October 2024
None on record
Caroline Emily Coleman Trustee 28 May 2019
None on record
CLARE MARGUERITE PHILLIPS Trustee 07 January 2013
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £18.75k £18.73k £19.07k £19.55k £22.02k
Total expenditure £15.54k £7.65k £7.10k £14.80k £28.87k
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 March 2024 16 January 2025 On time
Accounts and TAR 31 March 2024 Not required
Annual return 31 March 2023 09 January 2024 On time
Accounts and TAR 31 March 2023 Not required
Annual return 31 March 2022 11 January 2023 On time
Accounts and TAR 31 March 2022 Not required
Annual return 31 March 2021 19 January 2022 On time
Accounts and TAR 31 March 2021 Not required
Annual return 31 March 2020 08 January 2021 On time
Accounts and TAR 31 March 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 THE CHARITY COMMISSION DATED 28 MARCH 2008

Charitable objects

(1) THE OBJECTS OF THE CHARITY ARE: (A) THE PROVISION OF HOUSING ACCOMMODATION FOR BENEFICIARIES; (B) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS AS THE TRUSTEES DECIDE; (C) THE PROVISION OF EXTRA-CARE ACCOMMODATION AND FACILITIES FOR BENEFICIARIES, WITH A PREFERENCE FOR RESIDENTS IN THE HOMES; AND (D) THE RELIEF OF PERSONS IN FINANCIAL NEED WITH A PREFERENCE FOR MEMBERS OF THE CHURCH OF ENGLAND AND WHO RESIDE IN THE AREA OF BENEFIT. WHERE THERE ARE INSUFFICIENT/INAPPROPRIATE APPLICANTS FROM THE AREA OF BENEFIT, THE TRUSTEES MAY CONSIDER OTHERWISE QUALIFIED APPLICANTS RESIDENT IN THE ECCLESIASTICAL PARISH OF ST ALDATE IN THE CITY OF OXFORD AND THE SURROUNDING AREA. (2) THE LAND IDENTIFIED IN PART 1 OF THE SCHEDULE TO THIS SCHEME MUST BE RETAINED BY THE TRUSTEES FOR USE FOR THE OBJECTS OF THE CHARITY.

Area of benefit

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

THE CIVIL PARISH OF KIDLINGTON AND THE ECCLESIASTICAL PARISH OF ST. ALDGATE, OXFORD.

Contact information

Address:
23 EDINBURGH DRIVE
KIDLINGTON
OX5 2JF
Phone:
01865 372230
Email:
No information available
Website:

No information available