CITY OF WELLS ALMSHOUSES — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 8 September 1994
Removed: Not supplied
Financial period: 1 April 2025 – 31 March 2026
Latest income: £355,524
Latest expenditure: £428,094
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: 4 Bubwith Almshouses, WELLS, BA5 2QE

Website recorded by the regulator: www.wellsalmshouses.org.uk (displayed as text)

02 Activities

What the charity does

To provide affordable housing for older residents of The City of Wells or people with a strong connection to the City, who are unable to satisfy their own housing need with the resources available to them.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2025
Fin Period End Date: 31 March 2026
Ar Cycle Reference: AR26
Reporting Due Date: 31 January 2027
Date Annual Return Received: 25 September 2026
Date Accounts Received: 25 September 2026
Total Gross Income: £355,524
Total Gross Expenditure: £428,094

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 11 August 2025
Date Accounts Received: 11 August 2025
Total Gross Income: £605,077
Total Gross Expenditure: £819,406

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 11 December 2024
Date Accounts Received: 11 December 2024
Total Gross Income: £320,307
Total Gross Expenditure: £279,661

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 28 October 2023
Date Accounts Received: 28 October 2023
Total Gross Income: £496,278
Total Gross Expenditure: £256,372

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 8 August 2022
Date Accounts Received: 8 August 2022
Total Gross Income: £281,892
Total Gross Expenditure: £222,781

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR26
Fin Period Start Date: 1 April 2025
Fin Period End Date: 31 March 2026
Ar Due Date: 31 January 2027
Ar Received Date: 25 September 2026
Total Gross Income: £355,524
Total Gross Expenditure: £428,094
Grant Making Is Main Activity: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 11 August 2025
Total Gross Income: £605,077
Total Gross Expenditure: £819,406
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 6

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 11 December 2024
Total Gross Income: £320,307
Total Gross Expenditure: £279,661
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £9,595
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 4

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 28 October 2023
Total Gross Income: £496,278
Total Gross Expenditure: £256,372
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £5,405
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 12

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 8 August 2022
Total Gross Income: £281,892
Total Gross Expenditure: £222,781
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 11 August 2025
Income Donations And Legacies: 280818
Income Other Trading Activities: 0
Income Charitable Activities: 248100
Income Investments: 76159
Income Other: 0
Income Total Income And Endowments: 605077
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £819,406
Expenditure Other: 0
Expenditure Total: 819406
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 0
Expenditure Support Costs: 57520
Expenditure Depreciation: 83639
Gain Loss Investment: -106818
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: -15000
Gain Loss Other: 0
Reserves: £8,304,472
Assets Total Fixed: 8204828
Assets Own Use: 6097124
Assets Long Term Investment: 2107704
Defined Benefit Pension Scheme: 0
Assets Other Assets: £143,267
Assets Total Liabilities: £43,623
Assets Current Investment: 87265
Assets Total Assets And Liabilities: £8,304,472
Creditors One Year Total Current: 43623
Creditors Falling Due After One Year: 0
Assets Cash: £56,002
Funds Endowment: 749295
Funds Unrestricted: 7555177
Funds Restricted: 0
Funds Total: 8304472
Count Employees: 4
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Somerset
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 107
Classification Type: What
Classification Description: Accommodation/housing

08 Official extract

Charity Event History

Charity Name: CITY OF WELLS ALMSHOUSES
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1994-09-08T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: SCHEME DATED 8 SEPTEMBER 1993 AS AFFECTED BY THE SCHEMES OF THE COMMISSIONERS DATED 12 JANUARY 2004 AND 20 JULY 2004.AS AMENDED ON 07 NOV 2018AS AMENDED BY RESOLUTION DATED 11 OCT 2022
Charitable Objects: FOR THE BENEFIT OF THE RESIDENTS IN THE ALMSHOUSES OF THE CHARITY OR ANY OF THEM IN SUCH MANNER AS THE TRUSTEES THINK FIT FROM TIME TO TIME.
Area Of Benefit: WELLS, SOMERSET

10 Official extract

Charity Other Names

Charity Name Id: 143770
Charity Name Type: Previous name
Charity Name: WELLS OLD ALMSHOUSES

11 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Homes England

12 Official extract

Charity Policy

Policy Name: Social media policy and procedures

Policy Name: Investment

Policy Name: Bullying and harassment policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Complaints handling

Policy Name: Risk management

Policy Name: Conflicting interests

Policy Name: Complaints policy and procedures

Policy Name: Paying staff

Policy Name: Safeguarding policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Volunteer management