CHELTENHAM ALMSHOUSES & AID CIO — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 27 November 2018
Removed: Not supplied
Financial period: 1 January 2025 – 31 December 2025
Latest income: £312,361
Latest expenditure: £329,084
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: Yes

Public contact address: 3 Carlton Street, CHELTENHAM, Gloucestershire, GL52 6AG

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

02 Activities

What the charity does

The organisation provides almshouse accommodation to residents who have met the qualifying criteria, Residents are us required to pay a weekly maintenance contribution towards the upkeep of the property and the running of the charity so the cost to them is lower than the cost of renting in the private sector. The organisation also provides grants to people and other organisations.

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: 26 August 2026
Date Accounts Received: 26 August 2026
Total Gross Income: £312,361
Total Gross Expenditure: £329,084

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: 14 August 2025
Date Accounts Received: 14 August 2025
Total Gross Income: £306,049
Total Gross Expenditure: £264,993

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: 1 October 2024
Date Accounts Received: 1 October 2024
Total Gross Income: £293,217
Total Gross Expenditure: £262,890

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: 31 October 2023
Date Accounts Received: 31 October 2023
Total Gross Income: £274,478
Total Gross Expenditure: £275,121

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: 2 November 2022
Date Accounts Received: 2 November 2022
Total Gross Income: £248,760
Total Gross Expenditure: £297,343
Accounts Qualified: Yes

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: 26 August 2026
Total Gross Income: £312,361
Total Gross Expenditure: £329,084
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: 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: 14 August 2025
Total Gross Income: £306,049
Total Gross Expenditure: £264,993
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: 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: 1 October 2024
Total Gross Income: £293,217
Total Gross Expenditure: £262,890
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: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 31 October 2023
Total Gross Income: £274,478
Total Gross Expenditure: £275,121
Charity Raises Funds From Public: No
Grant Making Is Main Activity: 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

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: 2 November 2022
Total Gross Income: £248,760
Total Gross Expenditure: £297,343
Charity Raises Funds From Public: No
Grant Making Is Main Activity: 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: Gloucestershire
Welsh Ind: No

06 Official extract

Charity Classification

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

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

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

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

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: CHELTENHAM ALMSHOUSES & AID CIO
Charity Event Order: 5
Event Type: Asset transfer in
Date Of Event: 2019-12-01T00:00:00
Reason: Funds transferred (incor)
Assoc Organisation Number: 227402
Assoc Registered Charity Number: 227402
Assoc Charity Name: THE TURNER LONG FUND

Charity Name: CHELTENHAM ALMSHOUSES & AID CIO
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2018-11-27T00:00:00

Charity Name: CHELTENHAM ALMSHOUSES & AID CIO
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2019-11-21T00:00:00
Assoc Organisation Number: 205340
Assoc Registered Charity Number: 205340
Assoc Charity Name: CHELTENHAM AID IN SICKNESS AND NURSES' WELFARE FUND

Charity Name: CHELTENHAM ALMSHOUSES & AID CIO
Charity Event Order: 3
Event Type: Asset transfer in
Date Of Event: 2019-11-21T00:00:00
Assoc Organisation Number: 3952296
Assoc Registered Charity Number: 1070355
Assoc Charity Name: SUNSET HOME CHARITY

Charity Name: CHELTENHAM ALMSHOUSES & AID CIO
Charity Event Order: 4
Event Type: Asset transfer in
Date Of Event: 2019-11-21T00:00:00
Assoc Organisation Number: 1001479
Assoc Registered Charity Number: 1001479
Assoc Charity Name: THE CHAMBERS, STRICKLAND AND HAY ALMSHOUSE TRUST

08 Official extract

Charity Governing Document

Governing Document Description: CIO - FOUNDATION Registered 27 Nov 2018
Charitable Objects: THE OBJECTS OF THE CHARITY ARE, FOR THE PUBLIC BENEFIT: 1.(A) THE PROVISION, MAINTENANCE AND REPAIR OF ALMSHOUSES AT CHELTENHAM FOR PEOPLE WHO ARE IN NEED OR EXPERIENCING ILL HEALTH, INFIRMITY HARDSHIP OR DISTRESS, INCLUDING BY REASON OF AGE;(B) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS OF THE ALMSHOUSES AS THE TRUSTEES DECIDE. 2 THE RELIEF OF POVERTY, AND THE RELIEF OF PERSONS WHO ARE IN NEED BY REASON OF YOUTH, AGE, ILL-HEALTH, DISABILITY, OR FINANCIAL HARDSHIP, BY (A) MAKING GRANTS OF MONEY TO THEM; OR(B) PROVIDING OR PAYING FOR GOODS, SERVICES OR FACILITIES FOR THEM; OR;(C) MAKING GRANTS OF MONEY TO OTHER PERSONS OR BODIES WHO PROVIDE GOODS, SERVICES OR FACILITIES TO THOSE IN NEED.

09 Official extract

Charity Policy

Policy Name: Complaints policy and procedures

Policy Name: Risk management

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investment

Policy Name: Complaints handling

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Conflicting interests

Policy Name: Investing charity funds policy and procedures