THE ALBEMARLE LIMITED
Providing facilities for and promoting the interests of disabled and disadvantaged persons generally from within Taunton Deane. THis provision includes supported housing, community access scheme, day care for elderly, physically disabled and people with learning and mental health problems, catering, childcare, and social activities and training at The Albemarle Centre Taunton
Objects
THE RELIEF OF MENTALLY AND PHYSICALLY HANDICAPPED PERSONS AND ELDERLY PERSONS.
Financial health, per its FY2025 accounts
The charity holds unrestricted reserves of £901,248, which significantly exceed its stated policy target of £120,000–£160,000. The accounts were prepared on a going concern basis with no material uncertainties identified by the trustees.
What the accounts disclose
“During the year, Clare Mellor a trustee of the charity was also a director of Melrose Hr Ltd. Fees of £455 (2024: £338) were paid to Melrose HR Ltd for recruitment services.” — page 28
“During the year, Susan Lees and Richard Lees trustees of the charity were also councillors for Taunton Town Council. Income of £597 (2024:£85) was received from Taunton Town Council during the year for room hire.” — page 28
“During the year, Clare Mellor a trustee of the charity was also a director of Melrose Hr Ltd. Fees of £455 (2024: £338) were paid to Melrose HR Ltd for recruitment services.” — page 28
“During the year, Susan Lees and Richard Lees trustees of the charity were also councillors for Taunton Town Council. Income of £597 (2024:£85) was received from Taunton Town Council during the year for room hire.” — page 28
Policies the charity declares
- Bullying and harassment policy and procedures
- 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
- 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)
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 1
- Government income: £151,139 — contracts £151,139 (1); 30% of the £508,798 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 2
- Government income: £119,171 — contracts £119,171 (1); 27% of the £438,068 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 2
- Government income: £90,433 — contracts £90,433 (1); 22% of the £417,998 total gross income on the same return
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 31/03/2025 (received 04/02/2026, 4 days after the 31/01/2026 due date).
Corporate structure
- Registered company of the charity Companies House 01669608
Company officers (Companies House)
- WALKER, Timothy John not on trustee list
Structured financials (annual return, FY ending 31/03/2025)
Trustees
- MR TIM WALKERchair
- Anthony John Alderman
- Lisa Brown
- Louise Dobson
- Mark Coulson
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £509k | £503k |
| 31/03/2024 | £438k | £477k |
| 31/03/2023 | £418k | £419k |
| 31/03/2022 | £409k | £363k |
| 31/03/2021 | £353k | £330k |
Common questions
Is THE ALBEMARLE LIMITED financially healthy?
Per its FY2025 accounts: The charity holds unrestricted reserves of £901,248, which significantly exceed its stated policy target of £120,000–£160,000. The accounts were prepared on a going concern basis with no material uncertainties identified by the trustees. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| Somerset Community Foundation | 05/03/2021 | £35k | Accessible 'Changing Places' Toilet |
| The National Lottery Community Fund | 20/09/2012 | £8k | Finishing of Station Road Supported Housing Conversion |
| The National Lottery Community Fund | 13/10/2006 | £10k | Disabled Toilet Project |
| The National Lottery Community Fund | 05/07/2005 | £41k | Kitchen Refurbishment |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| CULLUM FAMILY TRUST | 1 | £125k |
| THE F GLENISTER WOODGER TRUST CIO | 1 | £100k |
| ESSEX COMMUNITY FOUNDATION | 1 | £48k |
| THE JOHN COATES CHARITABLE TRUST | 1 | £20k |
| The Patricia Routledge Foundation | 1 | £14k |
| THE HIVE PORTSMOUTH | 1 | £12k |
| VINCI UK FOUNDATION | 1 | £10k |
| THE MILLICHOPE FOUNDATION | 1 | £8k |
Charities like this
- THE FREMANTLE TRUST
- THE ALBRIGHTON TRUST LIMITED
- THE ALDINGBOURNE TRUST
- TAUNTON HERITAGE TRUST
- ALLERDALE DISABILITY ASSOCIATION
- DISABILITY ADVICE SERVICE LAMBETH
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE ALBEMARLE LIMITED | £509k | — | 0 | unclear | — | no doubt |
| THE FREMANTLE TRUST | £51.9m | £100,000 to £109,999 | 36 | above | — | not going concern |
| THE ALBRIGHTON TRUST LIMITED | £146k | — | 0 | below | — | no doubt |
| THE ALDINGBOURNE TRUST | £9.4m | — | — | unclear | — | no doubt |
| TAUNTON HERITAGE TRUST | £917k | — | 0 | below | — | no doubt |
| ALLERDALE DISABILITY ASSOCIATION | £102k | — | 0 | below | — | noted |