PLATTEN AND BENSON ALMSHOUSE CHARITY

Registered charity 500574 · accounts filings on the Charity Commission register

Provision of affordable accommodation

Objects

ALMSHOUSES FOR POOR AGED PERSONS OF GOOD CHARACTER WHO (EXCEPT IN SPECIAL CASES TO BE APPROVED BY THE CHARITY COMMISSIONERS) ARE RESIDENT IN THE BOROUGH OF MORECAMBE AND HEYSHAM AT THE TIME OF APPOINTMENT.

Area of benefit: BOROUGH OF MORECAMBE AND HEYSHAM

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

Causes: Accommodation/housing · website · Get email alerts

Latest income

£58k

Latest spending

£59k

Registered

1974

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that free reserves stood at £112,144, which the trustees consider sufficient to cover one year's fixed and administrative expenses. The charity reports a net surplus for the year and confirms it has sufficient funds to meet its liabilities. Occupancy of the almshouses remained at 100% during the financial year.

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

What the accounts disclose

Reserves policy: one year's fixed and administrative expenses and any maintenance costs (held: £112k)

“The charity maintains sufficient free reserves to enable them to cover one year's fixed and administrative expenses and any maintenance costs.” — page 4

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). 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.

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

Trustees · trustee networks

ROGER W CARRADICEchair · trustee of 1 other charity
Alan Sandham · trustee of 2 other charities
CHRIS HANNA · trustee of 2 other charities
CLLR DAVID OWEN BROOKES · trustee of 5 other charities
COUNCILLOR ROBERT REDFERN · trustee of 1 other charity
Cllr Joyce Pritchard · trustee of 1 other charity
Dr Paul Francis Tynan · trustee of 1 other charity
KEITH BUDDEN · trustee of 3 other charities
Louise Belcher · trustee of 2 other charities
Nicola Combe · trustee of 1 other charity
Pamela Barker · trustee of 1 other charity
Rev Graham Mark Young · trustee of 3 other charities
SUSAN ELIZABETH HODGSON · trustee of 3 other charities

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

Operates in: Lancashire

Income and spending

Financial year end	Income	Spending
31/12/2025	£58k	£59k
31/12/2024	£44k	£25k
31/12/2023	£39k	£21k
31/12/2022	£39k	£29k
31/12/2021	£40k	£17k

Common questions

Is PLATTEN AND BENSON ALMSHOUSE CHARITY financially healthy?

Per its FY2025 accounts: The accounts state that free reserves stood at £112,144, which the trustees consider sufficient to cover one year's fixed and administrative expenses. The charity reports a net surplus for the year and confirms it has sufficient funds to meet its liabilities. Occupancy of the almshouses remained at 100% during the financial year. Its FY2025 accounts were independently examined.