Finance Score: 5

Governance Score: 3

Support Score: 3

Liabilities <10%: +3
Excess liquidity: -1
Fundraising costs low: +3

Dynamic board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 11

ABBEYFIELD NORTHUMBRIA

The principal activity of the Society is to provide accommodation, care and companionship for lonely or frail elderly people in accordance with the aims and principles of The Abbeyfield Society Limited.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end especially considering the historic stability of income

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
31/01/23	£2,214	£2,324	£-109	£0	£4,704	£4,634	23.9	57	8
31/01/22	£2,032	£2,024	£8	£0	£4,879	£4,800	28.5	58	7
31/01/21	£2,012	£1,977	£34	£0	£4,762	£4,669	28.3	60	17
31/01/20	£1,960	£1,854	£106	£0	£4,581	£4,511	29.2	60	17
31/01/19	£1,833	£1,807	£26	£0	£4,307	£4,237	28.1	57	21
31/01/18	£2,540	£1,734	£805	£0	£4,358	£4,286	29.7	57	0
31/01/17	£1,750	£1,710	£40	£0	£3,509	£3,439	24.1	57	0
31/01/16	£2,082	£1,676	£405	£0	£3,401	£3,329	23.8	59	0
31/01/15	£1,713	£1,541	£171	£-98	£3,869	£3,801	29.6	60	0
31/01/14	£1,583	£1,752	£-169	£80	£3,670	£3,603	24.7	59	0
31/01/13	£1,519	£1,644	£-125	£7	£3,807	£3,742	27.3	59	0
31/01/12	£1,478	£1,507	£-30	£7	£3,903	£3,839	30.6	60	0
31/01/11	£1,824	£1,467	£357	£6	£3,945	£3,882	31.8	60	0
31/01/10	£1,443	£1,466	£-23	£6	£3,563	£3,499	28.6	58	0
31/01/09	£1,469	£1,394	£75	£6	£3,539	£3,477	29.9	60	0
31/01/08	£1,357	£1,336	£21	£6	£3,558	£3,497	31.4	60	0
31/01/07	£1,312	£1,319	£-6	£5	£3,556	£3,498	31.8	60	0
31/01/06	£1,193	£1,200	£-6	£0	£0	£0	n/a	0	0
31/01/05	£1,156	£1,136	£20	£0	£0	£0	n/a	0	0
31/01/04	£945	£1,025	£-79	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 1%
Fundraising Costs/Total Spending: 0.9%
Highest pay band: Less than £60,000
Liabilities/Assets: 9%
Liabilities/Income: 20%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 23.9 months
Net Current Assets/Spending: 4 months
Quick Ratio: 2

Asset Split ?

Established: 61 years

www.abbeyfieldnewcastle.org.uk

info@abbeyfieldnewcastle.org.uk

01912857174

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing

GiG Classification

Services for the elderly

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Newcastle Upon Tyne City,

Who it helps

Elderly/Old People

Who works here?

57 employees
8 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 10/12 persons

Age Range of Trustees: 54-89

CAROLE LESLEY EKE JP, BED Appointed: 2023, Other trusteeships: THE NEWCASTLE CENTRAL AND EAST CIRCUIT OF THE METHODIST CHURCH, TRINITY CHURCH GOSFORTH,

MARION JEAN ANDERSON Appointed: 2023, Occupation: Retired Administrator, Other trusteeships: TYNESIDE DECORATIVE AND FINE ARTS SOCIETY, THE FRIENDS OF LEAZES PARK,

BRYAN JOHN ELLIS Appointed: 2023, Occupation: Retired

JAMES ALEXANDER THOMPSON Appointed: 2023, Occupation: Retired Fire Officer

PATRICIA FRANCES PORTER Appointed: 2023, Occupation: Retired Physiotherapist

RALPH ROBERT BAKER-CRESSWELL Appointed: 2023, Occupation: Company Director

ANTHONY WILLIAM KAY Appointed: 2023, Occupation: Chartered Surveyor

JOHN CRAWFORD WOODMAN Appointed: 2023, Occupation: Retired, Other trusteeships: BAMBURGH HERITAGE TRUST, THE COAST CARE TRUST,

RAYMOND MACKINTOSH Appointed: 2023, Occupation: Retired

VERA ROSE WILKINSON Appointed: 2023, Occupation: Retired Head Teacher

BRIAN DUELL Appointed: 2023, Occupation: Retired Foreman Joiner, Other trusteeships: ST AIDAN'S COMMUNITY CENTRE ORGANISATION, ST AIDAN'S COMMUNITY CENTRE CIO,

ELIZABETH MARJORIE ANNE HARDIE Appointed: 2023, Occupation: Teacher, Other trusteeship: THE ABBEYFIELD BERWICK SOCIETY LIMITED,

Legal constitution

Charitable company registered in England & Wales on 22/08/1963, number: 222742
Registered at Companies House on 12/09/1961, number: 00702983

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission
Homes England

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

THE ABBEYFIELD NEWCASTLE
UPON TYNE SOCIETY LTD
REGISTERED OFFICE
40A THE GROVE GOSFORTH
NEWCASTLE UPON TYNE
NE3 1NH

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 COMMUNITY.

Defined Area of Benefit:

NEWCASTLE UPON TYNE

Data Sources