Finance Score: 0

Governance Score: 3

Support Score: 0

No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

ABBEYFIELD NORTHALLERTON CIO

To relieve persons of pensionable age wh are in need by reason of their age:A)By the provision of communal living facilities in supported houses andB) By provision of amenities and services to such persons and their families.

Analysis by Giving is Great

Positives:

There have been no income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Established: 7 years

www.abbeyfield.com/northern/a/abbeyfield-nort

admin@abbeyfieldnorthallerton.co.uk

01609772337

Charity Commission for England and Wales

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Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£235	£212	£23	n/a	n/a	n/a	n/a	n/a	0
31/03/22	£224	£194	£30	n/a	n/a	n/a	n/a	n/a	0
31/03/21	£230	£195	£35	n/a	n/a	n/a	n/a	n/a	0
31/03/20	£223	£185	£37	n/a	n/a	n/a	n/a	n/a	1
31/03/19	£628	£181	£448	£0	£450	£450	29.9	10	1

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Highest pay bracket: less than £60,000

Listed activities

Disability

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

North Yorkshire,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

CATHERINE WALTERS Appointed: 2019, Occupation: Retired, Other trusteeships: HERRIOT HOSPICE HOMECARE, JUST B BEREAVEMENT AND MENTAL HEALTH SUPPORT,

IAN CHARLES SMITHSON Appointed: 2017, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF NORTHALLERTON,

IAN DAVID PARMINTER Appointed: 2018

JAMES TURNBULL Appointed: 2019

JANET ROSLIND CRAMPTON Appointed: 2022

MRS PETRONELLE FOWLER WATTS MBE Appointed: 2018, Other trusteeship: DEMENTIA FORWARD,

Legal constitution

Charity registered in England & Wales on 20/10/2017, number: 1175260

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Investing charity funds policy and procedures
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

5 returns made; all on time

Main office

ABBEYFIELD NORTHALLERTON CIO
FIR LODGE
82 SOUTH PARADE
NORTHALLERTON
DL7 8SJ

Objectives

THE OBJECTS OF THE CHARITY ARE TO RELIEVE PERSONS OF PENSIONABLE AGE WHO ARE IN NEED BY REASON OF THEIR AGE:(A) BY THE PROVISION OF COMMUNAL LIVING FACILITIES IN SUPPORTED HOUSES AND(B) BY THE PROVISION OF AMENITIES AND SERVICES TO SUCH PERSONS AND THEIR FAMILIES.

Data Sources