SHEPTON MALLET UNITED CHARITIES

Charity number: 1175666
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity has twelve properties referred to as almshouses. The almshouses are for long-term residents of Shepton Mallet and immediate surrounds, preferably aged over 55 whose circumstances require a move to sheltered accommodation; if younger, a higher level of need has to be established.

Income and expenditure

Data for financial year ending 31 December 2024

Total income: £69,552
Total expenditure: £74,987

People

12 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:
  • 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:
  • 09 November 2017: CIO registration
  • 01 August 2022: Funds received from 236426-1 ALMSHOUSE AND BREAD CHARITY OF EDWARD AND ELIZABET...
  • 01 August 2022: Funds received from 236426-2 SCHOOL AND ALMHOUSE CHARITY OF GEORGE AND WILLIAM ...
  • 01 August 2022: Funds received from 236426-3 MARY ANN WICKHAM
  • 01 August 2022: Funds received from 236426 SHEPTON MALLET UNITED CHARITIES
Organisation type:
CIO
Other names:
  • SHEPTON MALLET ALMSHOUSES (Working name)
  • UNITED CHARITIES (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Homes England
Policies:
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • 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

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Paul Graham Hamblin DAVIES Chair 06 February 2019
None on record
Nicholas John Carter Trustee 06 November 2024
None on record
Joshua James Pugsley Trustee 06 November 2024
None on record
NICHOLAS GUY MAY Trustee 03 February 2021
YOUTH WITH A FUTURE
Received: On time
GLASTONBURY ABBEY
Received: On time
JONATHAN MICHAEL RENDEL Trustee 03 February 2021
None on record
KATE LOVELL Trustee 01 November 2017
None on record
SUE MOORE Trustee 02 August 2017
None on record
JUDITH DEAR Trustee 04 May 2016
None on record
KEITH TAYLOR Trustee 06 August 2014
None on record
SANDRA FREEBORN Trustee 05 February 2014
None on record
GRAHAM COCKILL Trustee 07 August 2013
None on record
VALENTINE ALBERT CHARLES OWEN Trustee 08 May 2013
THE LEAGUE OF FRIENDS OF SHEPTON MALLET COMMUNITY HOSPITAL
Received: On time

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 £0 £0 £55.12k £66.20k £69.55k
Total expenditure £0 £0 £44.11k £57.95k £74.99k
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 19 May 2025 On time
Accounts and TAR 31 December 2024 19 May 2025 On time Download Open in new window
Annual return 31 December 2023 10 July 2024 On time
Accounts and TAR 31 December 2023 10 July 2024 On time Download Open in new window
Annual return 31 December 2022 03 July 2023 On time
Accounts and TAR 31 December 2022 03 July 2023 On time Download Open in new window
Annual return 31 December 2021 10 May 2022 On time
Accounts and TAR 31 December 2021 10 May 2022 On time Download Open in new window
Annual return 31 December 2020 07 August 2021 On time
Accounts and TAR 31 December 2020 07 August 2021 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 09 NOV 2017 AS AMENDED ON 11 MAY 2020 AMENDED ON 07 SEP 2021 as amended on 06 Nov 2024

Charitable objects

THE OBJECTS OF THE CIO ARE, FOR THE PUBLIC BENEFIT: 1) THE PROVISION OF SOCIAL HOUSING IN THE FORM OF ALMSHOUSE ACCOMMODATION FOR THE BENEFIT OF OLDER OR DISABLED PERSONS RESIDENT IN SHEPTON MALLET AND THE SURROUNDING AREA WHO ARE IN NEED OR EXPERIENCING HARDSHIP OR DISTRESS. 2) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS IN THE ALMSHOUSES OF THE CIO IN SUCH MANNER AS THE CHARITY TRUSTEES THINK FIT FROM TIME TO TIME.?

Contact information

Address:
THE PARISH OFFICE
PETER STREET ROOMS
PETER STREET
SHEPTON MALLET
SOMERSET
BA4 5BL
Phone:
07789768891
Email:
clerk@smuc.org.uk
Website:

www.smuc.org.uk Open in new window