Charity Accounts Intelreading the accounts so you don’t have to

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.

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

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 (held: £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.

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 LTDFY2025£15kDonation to The Anchor Society CIO
THE ANCHOR SOCIETY LTDFY2023£15kPresident's collection
THE ANCHOR SOCIETY LTDFY2022£15ksupport of their President’s collection
THE ANCHOR SOCIETY LTDFY2024£15kDonation to The Anchor Society CIO

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£55k
JOAN AINSLIE CHARITABLE TRUST1£15k
BRIGHOUSE WEST YORKSHIRE AREA QUAKER MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS) IN BRITAIN1£430

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with BRISTOL AND ANCHOR ALMSHOUSE CHARITY.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE ANCHOR SOCIETY CIO£483k—0unclear—no doubt
BRISTOL AND ANCHOR ALMSHOUSE CHARITY FY2025£336k—0within—no doubt
CORNWALL OLD PEOPLE'S HOUSING SOCIETY FY2024£2.1m—0unclear—no doubt
THE ABBEYFIELD (STREATHAM) SOCIETY LTD FY2025£147k—0above—no doubt
THE ABBEYFIELD CHICHESTER SOCIETY LIMITED FY2024£373k—0unclear—no doubt
BRISTOL CHARITIES FY2025£2.9m——unclear—no doubt

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