Finance Score: 2

Governance Score: 2

Support Score: 0

Strong growth: +2
No PartB

Dynamic board: +3
Mainly male board: -1

No supporters identified

Overall GiG Score: 4

WILLIAM PAULETT

Charity provides and maintains almshouses for people residing in the parish of Stogursey.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly male
Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
30/09/23		£38	£35	£3	n/a	n/a	n/a	n/a	n/a	n/a
30/09/22		£37	£32	£4	n/a	n/a	n/a	n/a	n/a	n/a
30/09/21		£30	£32	£-1	n/a	n/a	n/a	n/a	n/a	n/a
30/09/20		£32	£16	£16	n/a	n/a	n/a	n/a	n/a	n/a
30/09/19		£29	£21	£8	n/a	n/a	n/a	n/a	n/a	n/a
30/09/18		£25	£19	£5	n/a	n/a	n/a	n/a	n/a	n/a
30/09/17		£25	£17	£8	n/a	n/a	n/a	n/a	n/a	n/a
30/09/16		£28	£16	£12	n/a	n/a	n/a	n/a	n/a	n/a
30/09/15		£24	£7	£17	n/a	n/a	n/a	n/a	n/a	n/a
30/09/14	*	£22	£8	£14	n/a	n/a	n/a	n/a	n/a	n/a
30/09/13		£22	£8	£14	n/a	n/a	n/a	n/a	n/a	n/a
30/09/12		£21	£11	£10	n/a	n/a	n/a	n/a	n/a	n/a
30/09/11		£18	£13	£6	n/a	n/a	n/a	n/a	n/a	n/a
30/09/10		£18	£5	£13	n/a	n/a	n/a	n/a	n/a	n/a
30/09/09		£20	£12	£8	n/a	n/a	n/a	n/a	n/a	n/a
30/09/08		£19	£6	£13	n/a	n/a	n/a	n/a	n/a	n/a
30/09/07		£18	£7	£11	n/a	n/a	n/a	n/a	n/a	n/a
30/09/06		£16	£7	£9	n/a	n/a	n/a	n/a	n/a	n/a
30/09/05		£15	£7	£8	n/a	n/a	n/a	n/a	n/a	n/a
30/09/04		£14	£7	£7	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 60 years

stogurseycharities@gmail.com

01278321306

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

Somerset,

Who it helps

Elderly/Old People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

ALLAN HENRY SEARLE (Chair)

BRANDON HALL Appointed: 2023

JOHN JAMES Appointed: 2023

JULIE JONES Appointed: 2023

MICHAEL GARDNER Appointed: 2012

ROBERT WILLIAM JOHN CLARKE Appointed: 2024

STEPHEN JOSEPH STONEHAM Appointed: 2015

Legal constitution

Charity registered in England & Wales on 16/02/1965, number: 238948

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
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
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR14: 22 days late,

Main office

21 High Street
Stogursey
BRIDGWATER
Somerset
TA5 1PL

Objectives

ALMSHOUSES FOR POOR PERSONS OF GOOD CHARACTER OF THE ANCIENT PARISH OF STOGURSEY

Defined Area of Benefit:

ANCIENT PARISH OF STOGURSEY

Data Sources

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