MONTAGUE ALMSHOUSE CHARITY — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 6 May 1963
Removed: Not supplied
Financial period: 1 January 2025 – 31 December 2025
Latest income: £39,029
Latest expenditure: £58,387
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: 18 AQUEDUCT CLOSE, CAERLEON, NEWPORT, GWENT, NP18 3PD

02 Activities

What the charity does

provide housing accomodation for elderly people

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 October 2026
Date Annual Return Received: 29 October 2026
Date Accounts Received: 29 October 2026
Total Gross Income: £39,029
Total Gross Expenditure: £58,387

Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 October 2025
Date Annual Return Received: 29 October 2025
Date Accounts Received: 29 October 2025
Total Gross Income: £37,041
Total Gross Expenditure: £32,880

Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 October 2024
Date Annual Return Received: 30 October 2024
Date Accounts Received: 17 October 2025
Total Gross Income: £36,956
Total Gross Expenditure: £23,823

Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 October 2023
Date Annual Return Received: 26 June 2023
Date Accounts Received: 26 June 2023
Total Gross Income: £36,045
Total Gross Expenditure: £26,117

Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 October 2022
Date Annual Return Received: 22 August 2022
Date Accounts Received: 22 August 2022
Total Gross Income: £29,777
Total Gross Expenditure: £49,584

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Due Date: 31 October 2026
Ar Received Date: 29 October 2026
Total Gross Income: £39,029
Total Gross Expenditure: £58,387
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: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 29 October 2025
Total Gross Income: £37,041
Total Gross Expenditure: £32,880
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: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 30 October 2024
Total Gross Income: £36,956
Total Gross Expenditure: £23,823
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: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 26 June 2023
Total Gross Income: £36,045
Total Gross Expenditure: £26,117
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

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 22 August 2022
Total Gross Income: £29,777
Total Gross Expenditure: £49,584
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: 0

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Monmouthshire
Welsh Ind: Yes

06 Official extract

Charity Classification

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

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

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

07 Official extract

Charity Event History

Charity Name: MONTAGUE ALMSHOUSE CHARITY
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1963-05-06T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: SCHEME OF 6/6/1958
Charitable Objects: 1) PROVISION AND MAINTENANCE OF ALMSHOUSES. 2) FOR THE BENEFIT OF THE ALMSPEOPLE.
Area Of Benefit: ANCIENT PARISHES OF CHEPSTOW AND LLANMARTIN

09 Official extract

Charity Other Names

Charity Name Id: 163252
Charity Name Type: Working name
Charity Name: MONTAGUE ALMSHOUSES

10 Official extract

Charity Policy

Policy Name: Volunteer management

Policy Name: Complaints policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Risk management

Policy Name: Trustee expenses policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Complaints handling

Policy Name: Conflicting interests

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Financial reserves policy and procedures

Policy Name: Investment