Finance Score: -4

Governance Score: 6

Support Score: 0

Poor Liquidity: -1
Good Reserves: +1Accounts overdue -5
Reasonable growth: +1

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 2

ABBEYFIELD BRAINTREE, BOCKING AND FELSTED SOCIETY LIMITED

This Society provides housing for the frail and elderly in Braintree and Felsted. It's Residents/Tenants must come from or have connections in the Braintree area. It operates in conjunction with Essex County Council, Braintree District Council.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but very substantial unrestricted reserves are available
Latest accounts are overdue for filing

Established: 55 years

www.abbeyfieldatbraintree.co.uk

michelequaife@abbeyfieldatbraintree.co.uk

01376 402065

Charity Commission for England and Wales

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
31/03/22		£1,672	£1,515	£158	£0	£5,741	£4,865	38.5	70	0
31/03/21		£1,526	£1,350	£176	£0	£5,532	£4,547	40.4	60	0
31/03/20		£1,491	£1,262	£229	£0	£5,303	£4,272	40.6	60	0
31/03/19		£1,464	£1,228	£236	£0	£4,978	£3,923	38.3	59	10
31/03/18		£1,225	£1,007	£219	£0	£4,710	£3,649	43.5	59	4
31/03/17		£1,029	£847	£182	£0	£3,568	£3,416	48.4	59	0
31/03/16	*	£759	£696	£63	£0	£3,352	£3,218	55.5	43	0
31/03/15		£776	£598	£178	£2	£3,620	£3,483	69.9	18	0
31/03/14		£787	£642	£144	£4	£3,422	£3,280	61.3	21	0
31/03/13		£709	£643	£66	£4	£3,281	£3,138	58.6	18	0
31/03/12		£871	£578	£294	£5	£3,183	£3,036	63.1	18	0
31/03/11		£702	£534	£168	£2	£2,915	£2,915	65.5	28	0
31/03/10		£696	£601	£96	£3	£2,729	£2,729	54.5	29	0
31/03/09		£577	£500	£77	£3	£2,633	£2,633	63.2	28	0
31/03/08		£561	£506	£55	£38	£2,271	£2,271	53.8	28	0
31/03/07		£314	£304	£10	£0	£0	£0	n/a	0	0
31/03/06	*	£414	£324	£90	£0	£0	£0	n/a	0	0
31/03/05		£317	£300	£17	£0	£0	£0	n/a	0	0
31/03/04		£327	£262	£65	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 81%
Liabilities/Income: 1508%
Unrestricted Funds/Total Funds: 85%
Reserves/Spending: 38.5 months
Net Current Assets/Spending: -73 months
Quick Ratio: 0

Asset Split ?

Listed activities

Accommodation/Housing

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Essex,

Who it helps

Elderly/Old People

Who works here?

70 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 54-80

ANTHONY MICHAEL ST JOHN CRAMPHORN Appointed: 1999, Occupation: Company Director

BARBARA GUEST Appointed: 2008, Occupation: University Administrator

CATHARINE ISABEL HUTLEY Appointed: 2015, Occupation: Retired

DAVID SUMMERSGILL Appointed: 2004, Occupation: Management Consultant

IAN NORGETT (Chair) Appointed: 2020, Occupation: Chartered Accountant

JANET PERRY Appointed: 2017, Occupation: Director Of Operational Finance, Other trusteeship: PARC (ESSEX),

MARTIN QUAIFE Appointed: 2022, Occupation: Security Manager

PAM MURIEL FENSOME Appointed: 2022, Occupation: Retired

YVONNE HAVIS Appointed: 2022, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 12/02/1969, number: 257782
Registered at Companies House on 08/01/1969, number: 00945603

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission
Financial Conduct Authority
Homes England

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR16: 1 days late, AR06: 16 days late,

Main office

Pollys Field Village
Church Lane
BRAINTREE
ESSEX
CM7 5XD

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:

BRAINTREE

Data Sources