Finance Score: 0

Governance Score: 2

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

No conflicts policy: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: 2

SIWARD JAMES AND ARKWRIGHT TRUST CHARITY

The charity is established to provide almshouse accommodation to:1) persons who are resident or have at some time resided in the area of benefit,2) ex-service personnel, or3) aged or infirm persons who are resident or have at some time resided in the area of benefit.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/24		£114	£79	£35	n/a	n/a	n/a	n/a	n/a	n/a
31/03/23		£107	£70	£37	n/a	n/a	n/a	n/a	n/a	n/a
31/03/22		£70	£80	£-9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£71	£67	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20?		£70	£163	£-93	n/a	n/a	n/a	n/a	n/a	n/a
31/03/18		£76	£126	£-50	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£68	£93	£-25	n/a	n/a	n/a	n/a	n/a	n/a
31/03/16		£62	£127	£-65	n/a	n/a	n/a	n/a	n/a	n/a
31/03/15		£58	£63	£-4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14		£60	£75	£-15	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£60	£62	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12		£59	£55	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11		£57	£51	£6	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£56	£52	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£61	£50	£11	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08		£50	£46	£4	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07		£51	£42	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06		£52	£44	£8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£52	£50	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	*	£53	£58	£-5	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 27 years

01432880373

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Shelter for homeless, vulnerable & excluded people

How it operates

Provides buildings/facilities/open space

Where it operates

Herefordshire, Worcestershire,

Who it helps

Elderly/Old People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Gender Split

JANE LINDA JONES Appointed: 2013

LILIAN TOMLINSON

PAMELA JAMES-MOORE

PETER TOMLINSON

ROWLAND KEITH HUNT Appointed: 2022

THOMAS JAMES-MOORE (Chair)

Legal constitution

Charity registered in England & Wales on 21/01/1998, number: 1067598

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Homes England

Policies in force

Investment
Risk management

Filing Record

20 returns made; AR04: 1 days late,

Main office

21 SIWARD JAMES CLOSE
BODENHAM
HEREFORD
HR1 3LS

Objectives

SUBJECT OT THE PAYMENTS AFORESAID THE TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY FOR RELIEF IN NEED IN ACCORDANCE WITH PROVISION HEREINAFTER CONTAINED.TO RELIEVING EITHER GENERALLY OR INDIVIDUALLY PERSON RESIDENT IN THE PARISH OF BODENHAM WHO ARE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS. PLEASE SEE SCHEME FOR FURTHER DETAILSLLLS

Defined Area of Benefit:

BODENHAM