LADY ANNE MORTON'S ALMSHOUSE — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 9 February 1962
Removed: Not supplied
Financial period: 1 April 2025 – 31 March 2026
Latest income: £19,367
Latest expenditure: £18,511
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: 23 EDINBURGH DRIVE, KIDLINGTON, OX5 2JF

02 Activities

What the charity does

Provision of Almshouse accommodation (in Kidlington) for qualifying residents of the parishes of Kidlington and St Aldates, Oxford. Until recently, 6 residents could be accommodated in bedsit accommodation. The accommodation has now been converted to 3 larger units.There is no warden service, and residents need to be reasonably self-sufficient. The Almshouse is a listed building.

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: 5 August 2026
Total Gross Income: £19,367
Total Gross Expenditure: £18,511

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: 13 January 2026
Total Gross Income: £23,417
Total Gross Expenditure: £19,623

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: 16 January 2025
Total Gross Income: £22,018
Total Gross Expenditure: £28,870

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: 9 January 2024
Total Gross Income: £19,553
Total Gross Expenditure: £14,804

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: 11 January 2023
Total Gross Income: £19,066
Total Gross Expenditure: £7,097

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: 5 August 2026
Total Gross Income: £19,367
Total Gross Expenditure: £18,511
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
Count Volunteers: 1

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: 13 January 2026
Total Gross Income: £23,417
Total Gross Expenditure: £19,623
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
Count Volunteers: 1

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: 16 January 2025
Total Gross Income: £22,018
Total Gross Expenditure: £28,870
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: 0

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: 9 January 2024
Total Gross Income: £19,553
Total Gross Expenditure: £14,804
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
Count Volunteers: 2

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: 11 January 2023
Total Gross Income: £19,066
Total Gross Expenditure: £7,097
Charity Raises Funds From Public: 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: 2

05 Official extract

Charity Area Of Operation

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

06 Official extract

Charity Classification

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

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

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

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

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

07 Official extract

Charity Event History

Charity Name: LADY ANNE MORTON'S ALMSHOUSE
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1962-02-09T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: SCHEME OF THE CHARITY COMMISSION DATED 28 MARCH 2008
Charitable Objects: (1) THE OBJECTS OF THE CHARITY ARE:(A) THE PROVISION OF HOUSING ACCOMMODATION FOR BENEFICIARIES;(B) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS AS THE TRUSTEES DECIDE; (C) THE PROVISION OF EXTRA-CARE ACCOMMODATION AND FACILITIES FOR BENEFICIARIES, WITH A PREFERENCE FOR RESIDENTS IN THE HOMES; AND(D) THE RELIEF OF PERSONS IN FINANCIAL NEED WITH A PREFERENCE FOR MEMBERS OF THE CHURCH OF ENGLAND AND WHO RESIDE IN THE AREA OF BENEFIT. WHERE THERE ARE INSUFFICIENT/INAPPROPRIATE APPLICANTS FROM THE AREA OF BENEFIT, THE TRUSTEES MAY CONSIDER OTHERWISE QUALIFIED APPLICANTS RESIDENT IN THE ECCLESIASTICAL PARISH OF ST ALDATE IN THE CITY OF OXFORD AND THE SURROUNDING AREA.(2) THE LAND IDENTIFIED IN PART 1 OF THE SCHEDULE TO THIS SCHEME MUST BE RETAINED BY THE TRUSTEES FOR USE FOR THE OBJECTS OF THE CHARITY.
Area Of Benefit: THE CIVIL PARISH OF KIDLINGTON AND THE ECCLESIASTICAL PARISH OF ST. ALDGATE, OXFORD.