W H SAUNDERS & FRANK WAREHAM CHARITY

Charity number: 227364
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Alms House

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £137,778
Total expenditure: £116,558

People

4 Trustee(s)

1 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

What the charity does:
  • Accommodation/housing
Who the charity helps:
  • Elderly/old People
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Bournemouth

Governance

Registration history:
  • 31 October 1968: Standard registration
  • 08 April 2022: Funds received from 201139 THE WAREHAM COTTAGE HOMES
Organisation type:
Other
Other names:
  • W H SAUNDERS CHARITY (Previous name)
  • W H SAUNDERS HOMES OF REST (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Homes England
Policies:
  • Complaints handling
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
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
Andrew David Scott Shawyer Trustee 17 January 2023
W H SAUNDERS & FRANK WAREHAM CHARITY
Recently registered
DAVID NICHOLAS RIXON Trustee
None on record
MR JIM RICHARDSON LLB & PUBLIC NOTERY Trustee
W H SAUNDERS & FRANK WAREHAM CHARITY
Recently registered
MR TERRY SMITH Trustee
W H SAUNDERS & FRANK WAREHAM CHARITY
Recently registered

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 £87.94k £87.97k £96.83k £1.34m £137.78k
Total expenditure £65.82k £61.25k £79.41k £123.80k £116.56k
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
Income - Donations and legacies N/A N/A N/A £1.21m N/A
Income - Other trading activities N/A N/A N/A £134.71k N/A
Income - Charitable activities N/A N/A N/A £0 N/A
Income - Endowments N/A N/A N/A £0 N/A
Income - Investment N/A N/A N/A £193 N/A
Income - Other N/A N/A N/A £0 N/A
Income - Legacies N/A N/A N/A £0 N/A
Expenditure - Charitable activities N/A N/A N/A £53.83k N/A
Expenditure - Raising funds N/A N/A N/A £69.97k N/A
Expenditure - Governance N/A N/A N/A £0 N/A
Expenditure - Grants institution N/A N/A N/A £0 N/A
Expenditure - Investment management N/A N/A N/A £0 N/A
Expenditure - Other N/A N/A N/A £0 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 23 August 2024 On Time
Accounts and TAR 31 December 2023 23 August 2024 On Time Download Open in new window
Annual return 31 December 2022 29 November 2023 29 days late
Accounts and TAR 31 December 2022 29 November 2023 29 days late Download Open in new window
Annual return 31 December 2021 12 August 2022 On Time
Accounts and TAR 31 December 2021 12 August 2022 On Time Download Open in new window
Annual return 31 December 2020 17 September 2021 On Time
Accounts and TAR 31 December 2020 17 September 2021 On Time Download Open in new window
Annual return 31 December 2019 30 September 2020 On Time
Accounts and TAR 31 December 2019 30 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 DATED 08 APR 2022

Charitable objects

(1) THE OBJECTS OF THE CHARITY ARE: (A) THE PROVISION OF SOCIAL HOUSING ACCOMMODATION IN THE FORM OF ALMSHOUSE ACCOMMODATION FOR PEOPLE WHO: (I) ARE IN NEED, HARDSHIP OR DISTRESS; AND (II) ARE RESIDENT IN THE AREA OF BENEFIT WITH A PREFERENCE FOR THOSE WHO ARE OVER 60 YEARS OF AGE. (B) THE RELIEF OF PERSONS RESIDING IN THE AREA OF BENEFIT INCLUDING THOSE ACCOMMODATED BY THE CHARITY WHO ARE IN NEED, HARDSHIP OR DISTRESS, WITH A PREFERENCE FOR THOSE WHO ARE 60 YEARS OF AGE, THROUGH THE PROVISION OF GRANTS, GOODS OR SERVICES. (2) SUBJECT TO THE PROVISIONS OF CLAUSE 5 (POWER TO DISPOSE OF AND REPLACE PURPOSE PROPERTY), 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. (3) IN MAKING APPOINTMENTS UNDER CLAUSE 22 OF THIS SCHEME, THE TRUSTEES MUST GIVE PREFERENCE, IN RELATION TO THE HOMES ON THE LAND LISTED IN COLUMN 1 OF PART 2 OF THE SCHEDULE TO THIS SCHEME, TO THE CLASS OF PERSONS DESCRIBED IN COLUMN 2 OF THAT PART OF THE SCHEDULE.

Area of benefit

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

HAMPSHIRE AND DORSET

Contact information

Address:
843A Ringwood Road
BOURNEMOUTH
BH11 8LJ
Phone:
01202 911511
Email:
office@swalms.org.uk
Website:

swalms.org.uk