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up-to-date

Data for financial year ending 31 March 2019

Walton On Thames Charity

  • Income

    £2.2M

  • Spending

    £1.9M

  • Status

    Up-to-date

Charity no. 230652

Contact details

Public address

  • Walton On Thames Charity, Charities House, 2 The Quintet, Churchfield Road, Walton On Thames, KT12 2TZ

Aims & activities

Providing sheltered accommodation and social housing; helping individuals in need; providing grants support and accommodation to local organisations and managing allotments.

What the charity does

  • General charitable purposes
  • The prevention or relief of poverty
  • Accommodation/housing

Who the charity helps

  • Elderly/old people
  • Other charities or voluntary bodies
  • The general public/mankind

How the charity works

  • Makes grants to individuals
  • Makes grants to organisations
  • Provides buildings/facilities/open space
  • Provides services

Income and Endowments:

£2.2M

* £643.0K investment gains(losses)

Expenditure:

£1.9M

Assets and liabilities

  • £7.0M Own use assets
  • £26.7M Long term investments
  • £0.0K Defined benefit pension scheme asset or liability
  • £330.6K Other assets
  • £441.5K Total liabilities
Financial history
Compliance history

Gift aid

Recognised by HMRC for gift aid

Charitable spending ratios

82%
4%
14%

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. RESIDUE FOR RELIEF IN NEED.

Governing document

SCHEME DATED 02 APR 1984 AS AMENDED BY SCHEME DATED 13 OCT 1999 AS AMENDED BY RESOLUTION DATED 29 OCT 2008 AS AMENDED BY SCHEME DATED 27 AUG 2009 AS AMENDED BY RESOLUTION DATED 24 JUN 2010 AS AMENDED BY RESOLUTION DATED 23 SEP 2010 AS AMENDED BY RESOLUTION DATED 12 MAY 2016

Area of benefit

Ancient Parish Of Walton On Thames.

Organisation type

Standard registration

Other Regulators

Care Quality Commission
Homes England

Policies

Risk management
Investment
Safeguarding vulnerable beneficiaries
Conflicts of interest
Volunteer management
Complaints handling
Paying staff

Land And Property

This charity owns and/or leases land or property.

  • 11 Trustees
  • 20 Employees
  • 113 Volunteers

Trustee board

Trustee Other trusteeships Charity status
Elizabeth Kennedy Disability Initiative Up-to-date
High Sheriff Of Surrey Youth Awards Up-to-date
Robert Douglas None on record
Timothy Mark Armstrong Hewens Rg Foundation Recently registered
Juliet Hobbs None on record
Abigail Marie Riehl None on record
Mr Stuart (Chair) None on record
Steve Wood None on record
Paul Tajasque None on record
James Vizzini None on record
Graham Victor Mann None on record
David James Easson None on record

Areas of operation

List of regions

  • Surrey