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THE ANCHOR SOCIETY CIO

Registered charity 1167933 · accounts filings on the Charity Commission register

Latest income
£483k
Latest spending
£378k
Registered
2016
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that unrestricted reserves stood at £4,706,807, with £4,016,065 designated for specific long-term schemes and £690,742 in general reserves. The trustees aim to maintain sufficient reserves to meet future income shortfalls and unforeseen circumstances, reviewing the level of cash and investments at each meeting to ensure liquid funds are adequate for the coming 12 months. The charity reported a net movement in funds of £118,028 for the year, driven by investment gains and donations.

What the accounts disclose

Reserves policy: sufficient reserves to meet any shortfall in future income ... and to meet any unforeseen circumstances (held: £4.7m)
“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 7
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Grants totalling £90,000 and a donation of £15,000 were received from The Anchor Society Limited. WHR Durie, RE Evans, HL Wallington and BJ Hanson, trustees, were also trustees of The Anchor Society Limited.
“Grants totalling £90,000 and a donation of £15,000 were received from The Anchor Society Limited. WHR Durie, RE Evans, HL Wallington and BJ Hanson, trustees, were also trustees of The Anchor Society Limited.” — page 24
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Lawes & Co UK Limited.

Register events

Trustees

Trustee list from the Charity Commission register (current, not historical).

Operates in: Bath And North East Somerset · Bristol City · Gloucestershire · North Somerset · South Gloucestershire

Income and spending

Financial year endIncomeSpending
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?

The accounts state that unrestricted reserves stood at £4,706,807, with £4,016,065 designated for specific long-term schemes and £690,742 in general reserves. The trustees aim to maintain sufficient reserves to meet future income shortfalls and unforeseen circumstances, reviewing the level of cash and investments at each meeting to ensure liquid funds are adequate for the coming 12 months. The charity reported a net movement in funds of £118,028 for the year, driven by investment gains and donations. Its FY2024 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

Register facts shown side by side: a person serves as trustee of both this charity and a funder whose accounts record grants to it. Shared trusteeship is lawful and common; well-run charities manage it through declared-interest procedures.

Known funders

Grants to this charity found in funders’ own accounts filings.

FunderYearAmount
THE ANCHOR SOCIETY LTDFY2025£105k
THE ANCHOR SOCIETY LTDFY2025£15k
THE ANCHOR SOCIETY LTDFY2023£15k
THE ANCHOR SOCIETY LTDFY2022£15k

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
ESTATE CHARITY OF WILLIAM HATCLIFFE1£1.1m
FEEDING BRISTOL1£35k
THE FRANCIS WINHAM FOUNDATION1£20k
CORAM LIFE EDUCATION1£20k
THE POPLE CHARITABLE TRUST1£11k
SPIELMAN CHARITABLE TRUST1£10k
MIVA FOUNDATION1£10k
SCHRODER CHARITY TRUST1£5k

Charities like this

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