Activities

As described by the charity on the register

The provision of almshouse accommodation for people resident in Bath and the surrounding area who are over 65 years of age and who are in financial need as well as providing grants and financial support to individuals and organisations within the Bath area for those in need.

Latest income

£5.6m

Expenditure

£7.2m

Financial year end

2024-12-31

Income & spending history

As reported to the Charity Commission, by financial year end

Year end Income Expenditure income spend
2020-12-31 £5.2m £5.7m
2021-12-31 £5.3m £6.4m
2022-12-31 £5.3m £6.5m
2023-12-31 £5.7m £6.8m
2024-12-31 £5.6m £7.2m

Latest detailed return

Year end 2024-12-31 · consolidated (group) figures

Income mix

Donations & legacies £13k
Charitable activities £1.1m
Trading £937k
Investment income £3.5m
Total income £5.6m

Spending

Charitable spend £5.4m
Raising funds £1.0m
Grants to institutions £1.4m
Governance £32k
Total expenditure £7.2m

Balance sheet

Reserves £0
Total funds £115m
— restricted £16k
— unrestricted £3.0m
— endowment £112m
Total assets £115m
Cash £2.3m

People

Employees 41

Classification

The charity's own register classification

What it does

  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
  • Economic/community Development/employment

Who it helps

  • Children/young People
  • Elderly/old People
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind

How it works

  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Acts As An Umbrella Or Resource Body

Source: Charity Commission for England and Wales register, 2026-07-28. Detailed figures as filed in the charity's annual return. Contains public sector information licensed under the Open Government Licence v3.0.