THE ANCHOR SOCIETY CIO

Registered charity 1167933 · accounts filings on the Charity Commission register

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.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · The Advancement Of Health Or Saving Of Lives · The Prevention Or Relief Of Poverty · Accommodation/housing · Recreation · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: North Somerset, South West, England (from the postcode on the register)

Latest income
£483k
Latest spending
£378k
Registered
2016
Accounts read
FY2025

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.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: sufficient reserves to meet any shortfall in future income ... and to meet any unforeseen circumstances (reserves figure: £849k)
“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
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: 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.
“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
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: 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.
“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
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: A grant was made the Bristol Music Trust of £15,000. SB Mills, trustee, is also a trustee of the Bristol Music Trust.
“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
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: During the year, the Society paid £1,410 to Bennetts Solicitors for professional advice. HL Wallington, a trustee, is a partner at Bennetts Solicitors.
“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
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Lawes & Co UK Limited. Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

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

Source: this charity’s annual returns on the Charity Commission register.

Property (HM Land Registry)

3 registered titles in England and Wales held by the charity’s company or corporate body (2 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Register events

Trustees · trustee networks

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?

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

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.

FunderYearAmountPurpose (as stated by the funder)
THE ANCHOR SOCIETY LTDFY2025£105kGrants to The Anchor Society CIO
THE ANCHOR SOCIETY LTDFY2024£90kGrants
THE ANCHOR SOCIETY LTDFY2023£15kPresident's collection
THE ANCHOR SOCIETY LTDFY2024£15kDonation to The Anchor Society CIO
THE ANCHOR SOCIETY LTDFY2022£15ksupport of their President’s collection
THE ANCHOR SOCIETY LTDFY2025£15kDonation to The Anchor Society CIO
THE ANCHOR SOCIETY LTDFY2021£10kDonation to The Anchor Society CIO / support of President's collection

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.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE ANCHOR SOCIETY LTD.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE ANCHOR SOCIETY CIO£483k—0unclear—no doubt
THE ANCHOR SOCIETY LTD FY2025£115k—0unclear—no doubt
THE ANCHOR FOUNDATION FY2025£222k—0unclear—no doubt
BRANDON COMMUNITY ASSOCIATION FY2025£96k—0unclear—no doubt
ANCHOR CHURCH FY2024£73k—0above—no doubt
THE OLD WINDSOR UNITED CHARITIES FY2025£70k—0above—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.