THE ANCHOR SOCIETY CIO
The Society assists needy elderly persons within the Bristol postcode area (BS, BA AND GL): it provides annuities, visits them regularly and makes Christmas gifts to each. The Society has also invested in the provision of sheltered living and day care accommodation for elderly people.
Objects
THE OBJECTS OF THE CIO ARE THE RELIEF OF PERSONS OVER THE AGE OF 55 IN NEED OF FINANCIAL PROVISION AND OTHER PROVISION WITHIN THE POSTCODE AREAS OF BS, BA AND GL IN SUCH WAYS AS THE CIO SHALL FROM TIME TO TIME DETERMINE.
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £5,054,889, with £848,511 held as general reserves. The trustees review the level of reserves at each meeting to ensure sufficient funds are available to meet future income shortfalls and unforeseen circumstances. The charity reported a net movement in funds of £322,793 for the year, driven by investment gains and donations.
What the accounts disclose
“They aim to ensure that there are sufficient reserves to meet any shortfall in future income, which, due to its voluntary nature, is uncertain and to meet any unforeseen circumstances.” — page 8
“Grants totalling £105,200 and a donation of £15,000 were received from The Anchor Society Limited. RE Evans, HL Wallington and BJ Hanson, trustees, were also trustees of The Anchor Society Limited.” — page 24
“Restricted funds of £12,014 that had previously been received from the Wallscourt Foundation were returned during the year. SB Mills, trustee, is also a trustee of the Wallscourt Foundation.” — page 24
“Grants totalling £105,200 and a donation of £15,000 were received from The Anchor Society Limited. RE Evans, HL Wallington and BJ Hanson, trustees, were also trustees of The Anchor Society Limited.” — page 24
“Restricted funds of £12,014 that had previously been received from the Wallscourt Foundation were returned during the year. SB Mills, trustee, is also a trustee of the Wallscourt Foundation.” — page 24
“Grants totalling £105,200 and a donation of £15,000 were received from The Anchor Society Limited. RE Evans, HL Wallington and BJ Hanson, trustees, were also trustees of The Anchor Society Limited.” — page 24
“Restricted funds of £12,014 that had previously been received from the Wallscourt Foundation were returned during the year. SB Mills, trustee, is also a trustee of the Wallscourt Foundation.” — page 24
“Grants totalling £105,200 and a donation of £15,000 were received from The Anchor Society Limited. RE Evans, HL Wallington and BJ Hanson, trustees, were also trustees of The Anchor Society Limited.” — page 24
“Restricted funds of £12,014 that had previously been received from the Wallscourt Foundation were returned during the year. SB Mills, trustee, is also a trustee of the Wallscourt Foundation.” — page 24
Policies the charity declares
- Bullying and harassment policy and procedures
- 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
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/12/2025
- Volunteers: 6
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/12/2024
- Volunteers: 4
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/12/2023
- Volunteers: 4
- Grant-making is its main activity
Property (HM Land Registry)
Register events
- Received assets from another charity (16/09/2022)
Trustees
- Ben Hardychair
- Amy Catherine Webb
- Brian James Hanson
- Carole Patricia Nicholls
- Hannah Lucy Wallington
- Jane Caroline Oakland
- ROS KENNEDY
- Ruth Beatrice Pitter
- Sonia Brenda Mills
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £483k | £378k |
| 31/12/2024 | £295k | £284k |
| 31/12/2023 | £183k | £235k |
| 31/12/2022 | £162k | £216k |
| 31/12/2021 | £189k | £236k |
Common questions
Is THE ANCHOR SOCIETY CIO financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £5,054,889, with £848,511 held as general reserves. The trustees review the level of reserves at each meeting to ensure sufficient funds are available to meet future income shortfalls and unforeseen circumstances. The charity reported a net movement in funds of £322,793 for the year, driven by investment gains and donations. Its FY2025 accounts were audited by Lawes & Co UK Limited.
Who funds THE ANCHOR SOCIETY CIO?
Funders whose own accounts filings name THE ANCHOR SOCIETY CIO as a grant recipient include THE ANCHOR SOCIETY LTD.
Shared trustees with funders
- Amy Catherine Webb — trustee here and at THE ANCHOR SOCIETY LTD
- Brian James Hanson — trustee here and at THE ANCHOR SOCIETY LTD
- Hannah Lucy Wallington — trustee here and at THE ANCHOR SOCIETY LTD
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE ANCHOR SOCIETY LTD | FY2025 | £105k | Grants to The Anchor Society CIO |
| THE ANCHOR SOCIETY LTD | FY2024 | £90k | Grants |
| THE ANCHOR SOCIETY LTD | FY2023 | £15k | President's collection |
| THE ANCHOR SOCIETY LTD | FY2024 | £15k | Donation to The Anchor Society CIO |
| THE ANCHOR SOCIETY LTD | FY2022 | £15k | support of their President’s collection |
| THE ANCHOR SOCIETY LTD | FY2025 | £15k | Donation to The Anchor Society CIO |
| THE ANCHOR SOCIETY LTD | FY2021 | £10k | Donation to The Anchor Society CIO / support of President's collection |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE MARTIN SMITH FOUNDATION | 1 | £130k |
| THE A B CHARITABLE TRUST | 1 | £79k |
| THE NISBET TRUST | 1 | £64k |
| THE FORRESTER FAMILY TRUST | 1 | £40k |
| THE NORTHWICK TRUST | 1 | £20k |
| THE 29TH MAY 1961 CHARITY | 1 | £15k |
| QUARTET COMMUNITY FOUNDATION | 1 | £10k |
| FESTIVAL MEDICAL SERVICES | 1 | £10k |
Charities like this
- THE ANCHOR SOCIETY LTD
- THE ANCHOR FOUNDATION
- BRANDON COMMUNITY ASSOCIATION
- ANCHOR CHURCH
- THE OLD WINDSOR UNITED CHARITIES
- ANCHOR PROJECT
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE ANCHOR SOCIETY CIO | £483k | — | 0 | unclear | — | no doubt |
| THE ANCHOR SOCIETY LTD | £115k | — | 0 | unclear | — | no doubt |
| THE ANCHOR FOUNDATION | £222k | — | 0 | unclear | — | no doubt |
| BRANDON COMMUNITY ASSOCIATION | £96k | — | 0 | unclear | — | no doubt |
| ANCHOR CHURCH | £73k | — | 0 | above | — | no doubt |
| THE OLD WINDSOR UNITED CHARITIES | £70k | — | 0 | above | — | no doubt |