Finance Score: 0

Governance Score: 1

Support Score: 0

No PartB

Narrow trustee age band: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

THE ABBEYFIELD COLWYN BAY SOCIETY LIMITED

The Society aims to provide a peaceful and friendly life style where residents can maintain their independance whilst living withing a small safe community.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

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

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	£451	£421	£30	n/a	n/a	n/a	n/a	n/a	0
31/03/22	£399	£415	£-16	n/a	n/a	n/a	n/a	n/a	0
31/03/21	£443	£434	£9	n/a	n/a	n/a	n/a	n/a	7
31/03/20	£463	£419	£45	n/a	n/a	n/a	n/a	n/a	0
31/03/19	£436	£392	£44	n/a	n/a	n/a	n/a	n/a	0
31/03/18	£387	£365	£21	£0	£0	£0	n/a	0	0
31/03/17	£356	£354	£2	£0	£0	£0	n/a	0	0
31/03/16	£343	£332	£11	£0	£0	£0	n/a	0	0
31/03/15	£373	£331	£42	£0	£0	£0	n/a	0	0
31/03/14?	£198	£171	£27	£0	£0	£0	n/a	0	0
30/09/13	£333	£342	£-9	£0	£0	£0	n/a	0	0
30/09/12	£364	£355	£9	£0	£0	£0	n/a	0	0
30/09/11	£358	£235	£123	£0	£0	£0	n/a	0	0
30/09/10	£398	£415	£-17	£0	£0	£0	n/a	0	0
30/09/09	£330	£16	£314	£0	£0	£0	n/a	0	0
30/09/08	£366	£440	£-74	£0	£0	£0	n/a	0	0
30/09/07	£417	£470	£-53	£0	£0	£0	n/a	0	0
30/09/06	£796	£437	£358	£0	£0	£0	n/a	0	0
30/09/05	£399	£380	£19	£0	£0	£0	n/a	0	0
30/09/04	£339	£222	£117	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 61 years

www.abbeyfield.com

abbeyfieldcolwynbay@gmail.com

01492533724

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space

Where it operates

Conwy,

Who it helps

Elderly/Old People

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Abbeyfield Colwyn Bay Society
£1,578	22/10/2022	We would like to cover the costs of various forms of activities to mentally stimulate our residents and aid their physical wellbeing.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 67-81

JULIE PELHAM Appointed: 2021, Occupation: Retired

JANE ROBERTA HOUGH Appointed: 2019, Occupation: Retired

BESSIE ANNE MARY WATSON (Chair) Appointed: 2011, Occupation: Retired, Other trusteeship: RYDAL PENRHOS LIMITED,

GEORGE RAYMOND PRICE Appointed: 2013, Occupation: Consultant Solicitor, Other trusteeships: Heaton Place Charitable Trust, ALED MISSION AREA,

MR JIM BARRY Appointed: 2013, Occupation: Retired, Other trusteeships: Heaton Place Charitable Trust, SIR JOHN HENRY MORRIS-JONES TRUST FUND, THE ABBEYFIELD CYMRU SOCIETY LIMITED,

Legal constitution

Charitable company registered in England & Wales on 30/11/1962, number: 213120
Registered at Companies House on 04/01/1961, number: 00679607

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Welsh Government (Social Landlords And Housing Associations)

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
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

ABBEYFIELD SOCIETY
10/12 ALEXANDRA ROAD
COLWYN BAY
CLWYD
LL29 7YB

Objectives

TO RELIEVE AGED IMPOTENT AND POOR PEOPLE OF ALL CLASSES, FOR THE ADVANCEMENT OF RELIGION AND EDUCATION AND FOR OTHER CHARITABLE PURPOSES BENEFICIAL TO THE CUMMUNITY.

Defined Area of Benefit:

COLWYN BAY AND ELSEWHERE

Data Sources