MUNICIPAL AND OWEN CARTER'S ALMSHOUSE CHARITIES

Registered charity 232200 · accounts filings on the Charity Commission register

The Charities comprise a housing association that provides affordable housing to elderly people who also have a financial need. The housing association is registered with the Tenants Service Authority and is a registered social landlord. There are 42 units available to let and all the units are based in Poole, Dorset.

Objects

BENEFIT OF ALMSPEOPLE OF THE ALMSHOUSES BELONGING TO THE CHARITIES WHO SHALL BE POOR PEOPLE OF GOOD CHARACTER WHO (EXCEPT IN SPECIAL CASES TO BE APPROVED BY THE COMMISSIONERS) ARE RESIDENT IN THE AREA OF BENEFIT

Area of benefit: BOROUGH OF POOLE

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

Causes: Accommodation/housing · Get email alerts

Registered contact address: New Forest, South East, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The provided document is a table of contents and cover page for the Municipal & Owen Carter Almshouse Charities report and accounts for the financial year ending 2025-12-31. It does not contain the Statement of Financial Activities, Balance Sheet, or Notes to the accounts, so no financial data regarding reserves, income, or expenditure is available to assess financial health.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 1 of 6 completeness components.

In its annual return the charity told the Commission it is also regulated by: Homes England. This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

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.

• 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
• Paying staff
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Volunteer management

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.

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

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/12/2022 (received 01/11/2023, 1 day after the 31/10/2023 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

• CAROL EVANSchair
• Aaron Calver · trustee of 1 other charity
• Gill Dipple
• Graham Chandler
• Julie Mills
• Peter Cooper
• Rev LUCINDA JANE HOLT · trustee of 4 other charities

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

Operates in: Poole

Income and spending

Common questions

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 POWELL AND WELCH ALMSHOUSE CHARITY.

• THE POWELL AND WELCH ALMSHOUSE CHARITY income £55k
• NORTON FOLGATE ALMSHOUSE CHARITIES income £621k
• THE CHARTERHOUSE income £327k
• PLUMSTEAD ALMSHOUSES income £132k
• LINCOLN ALMSHOUSES CHARITY income £27k
• TIBBERTON ALMSHOUSES income £27k

Side by side with its peers

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