LEGACY EAST ALMSHOUSE PARTNERSHIP
Management of almshouse charities, management of almshouses and engagment in the provision of new almshouses for people in need of housing. At the present time, the areas in which we can operate are Essex, Suffolk and Norfolk.
Objects
1) TO ACQUIRE, MANAGE, MAINTAIN AND DEVELOP ALMSHOUSES AND OTHER CHARITABLE TRUST PROPERTY FOR THE BENEFIT OF PEOPLE IN NEED OF HOUSING;2) SUCH OTHER PURPOSES AT THE TRUSTEES' ABSOLUTE DISCRETION WHICH MAY BE CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES.IN FURTHERANCE OF THESE PURPOSES, THE CIO MAY TAKE OVER AND MANAGE ESTABLISHED PERMANENT ENDOWMENTS IN ACCORDANCE WITH THE ORIGINAL OBJECTS OF THE TRUSTS RELATING TO EACH PERMANENT ENDOWMENT.
Financial health, per its FY2025 accounts
The accounts state that the charity's financial position is considered satisfactory, with total net assets increasing to £15,676,074 from £14,675,763 in the prior year. The trustees report that the charity maintains sufficient reserves to continue achieving its principal objectives, and the independent auditors confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
“The Charity’s policy on reserves is to maintain sufficient reserves to enable the Charity to continue to achieve its principal objectives.” — page 8
“Legacy East Almshouse Charity utilised the clerk services of the daughter-in-law of one of the charity trustees, during the year ended 31 December 2025 the clerk was paid fees of £2,850.” — page 22
“The linked charity of Sir William Petre Almshouse Charity utilised the legal services of firm of solicitors in connection with its housing properties, one of the trustees is a partner in the Firm. The fees paid during the year ended 31 December 2025 were £812 and were carried out in the normal course of business on commercial terms.” — page 22
“Legacy East Almshouse Charity utilised the clerk services of the daughter-in-law of one of the charity trustees, during the year ended 31 December 2025 the clerk was paid fees of £2,850.” — page 22
“The linked charity of Sir William Petre Almshouse Charity utilised the legal services of firm of solicitors in connection with its housing properties, one of the trustees is a partner in the Firm. The fees paid during the year ended 31 December 2025 were £812 and were carried out in the normal course of business on commercial terms.” — page 22
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/12/2025)
Trustees
- Adam Edwards
- Christopher Andrews
- DIANA Elizabeth HOY
- IAN DUDLEY
- Jane Annear
- Kevin Dale
- MARK WESTALL
- Manda O'Connell
- Peter Martin Hill
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £724k | £351k |
| 31/12/2024 | £688k | £430k |
| 31/12/2023 | £450k | £223k |
| 31/12/2022 | £402k | £180k |
| 31/12/2021 | £351k | £251k |
Common questions
Is LEGACY EAST ALMSHOUSE PARTNERSHIP financially healthy?
Per its FY2025 accounts: The accounts state that the charity's financial position is considered satisfactory, with total net assets increasing to £15,676,074 from £14,675,763 in the prior year. The trustees report that the charity maintains sufficient reserves to continue achieving its principal objectives, and the independent auditors confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were audited by TC Group.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 28/01/2015 | £10k | Local Homes for Local People |
Charities like this
- ALCESTER UNITED ALMSHOUSE CHARITY
- DAME ALICE LEIGH'S ALMSHOUSE
- LULLINGTON, NETHERSEAL AND OVERSEAL ALMSHOUSE CHARITY
- OVING ALMSHOUSE TRUST
- THE LOUISA LILLEY ALMSHOUSES
- WILLIAM LOVETT'S ALMSHOUSE CHARITY
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| LEGACY EAST ALMSHOUSE PARTNERSHIP | £724k | — | 0 | unclear | — | no doubt |
| ALCESTER UNITED ALMSHOUSE CHARITY | £41k | — | 0 | unclear | — | no doubt |
| DAME ALICE LEIGH'S ALMSHOUSE | £80k | £16,310 | 0 | unclear | — | no doubt |
| LULLINGTON, NETHERSEAL AND OVERSEAL ALMSHOUSE CHARITY | £16k | — | 0 | unclear | — | no doubt |
| OVING ALMSHOUSE TRUST | £26k | — | 0 | unclear | — | no doubt |
| THE LOUISA LILLEY ALMSHOUSES | £75k | — | — | unclear | — | no doubt |