CHELTENHAM ALMSHOUSES & AID CIO

Charity Number: 1180867
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The organisation provides almshouse accommodation to residents who have met the qualifying criteria. Residents only need pay a small contribution towards the upkeep of the property and the running of the charity so the cost to them is significantly lower than the cost of renting in the private sector. The organisation also gives out grants to people and other organisations.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £293,217
Total expenditure: £262,890

People

8 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 Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Gloucestershire

Governance

Registration history:
  • 27 November 2018: CIO registration
  • 21 November 2019: Funds received from 205340 CHELTENHAM AID IN SICKNESS AND NURSES' WELFARE FUN...
  • 21 November 2019: Funds received from 1070355 SUNSET HOME CHARITY
  • 21 November 2019: Funds received from 1001479 THE CHAMBERS, STRICKLAND AND HAY ALMSHOUSE TRUST
  • 01 December 2019: Funds received from 227402 THE TURNER LONG FUND
Organisation type:
CIO
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Homes England
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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media 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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Charles Au Yun Yap Trustee 25 June 2024
None on record
Barry Paul Lane Trustee 25 June 2024
None on record
Anthea Margaret Foden Trustee 25 June 2024
None on record
HAZEL LANGFORD Trustee 27 November 2018
None on record
MARY BARBARA MEARS Trustee 27 November 2018
None on record
JANE MARGARET ALLISON Trustee 27 November 2018
None on record
MARION JONES Trustee 27 November 2018
None on record
MARTYN GRAHAM WYLIE Trustee 12 June 2018
None on record

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 £0 £258.22k £248.76k £274.48k £293.22k
Total expenditure £0 £282.90k £297.34k £275.12k £262.89k
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 2023 01 October 2024 On Time
Accounts and TAR 31 December 2023 01 October 2024 On Time Download Open in new window
Annual return 31 December 2022 31 October 2023 On Time
Accounts and TAR 31 December 2022 31 October 2023 On Time Download Open in new window
Annual return 31 December 2021 02 November 2022 2 days late
Accounts and TAR 31 December 2021

(These accounts
have been qualified)

02 November 2022 2 days late Download Open in new window
Annual return 31 December 2020 30 September 2021 On Time
Accounts and TAR 31 December 2020 30 September 2021 On Time Download Open in new window
Annual return 31 December 2019 15 April 2021 166 days late
Accounts and TAR 31 December 2019 15 April 2021 166 days late 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 27 Nov 2018

Charitable objects

THE OBJECTS OF THE CHARITY ARE, FOR THE PUBLIC BENEFIT: 1.(A) THE PROVISION, MAINTENANCE AND REPAIR OF ALMSHOUSES AT CHELTENHAM FOR PEOPLE WHO ARE IN NEED OR EXPERIENCING ILL HEALTH, INFIRMITY HARDSHIP OR DISTRESS, INCLUDING BY REASON OF AGE; (B) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS OF THE ALMSHOUSES AS THE TRUSTEES DECIDE. 2 THE RELIEF OF POVERTY, AND THE RELIEF OF PERSONS WHO ARE IN NEED BY REASON OF YOUTH, AGE, ILL-HEALTH, DISABILITY, OR FINANCIAL HARDSHIP, BY (A) MAKING GRANTS OF MONEY TO THEM; OR (B) PROVIDING OR PAYING FOR GOODS, SERVICES OR FACILITIES FOR THEM; OR; (C) MAKING GRANTS OF MONEY TO OTHER PERSONS OR BODIES WHO PROVIDE GOODS, SERVICES OR FACILITIES TO THOSE IN NEED.

Contact information

Address:
6 St. Georges Street
CHELTENHAM
Gloucestershire
GL50 4AF
Phone:
01242522180
Email:
admin@cheltenhamalms.org.uk
Website:

www.cheltenhamalms.org.uk Open in new window