Finance Score: -2
Governance Score: 6
Support Score: 3
  • Excess reserves: -2
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gov Income
  • Overall weighted support: +3
Overall GiG Score: 7 ?

THE ABBEYFIELD BERKHAMSTED AND HEMEL HEMPSTEAD SOCIETY LIMITED 

Provision of accommodation/services for the elderly in accordance with the aims and principles of the Abbeyfield Society Limited.
Analysis by Giving is Great

Positives:

  • The charity has received Government grants
  • There have been no material income shortfalls in recent years
  • The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

Financial issues to consider:

  • This charity has substantial assets and unrestricted reserves of £1,464,909 available, equivalent to 30 months of spending and so may not be able to utilise additional funding

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£713£592£121£0£1,465£1,46529.7109
31/03/22£657£531£126£0£1,344£1,34430.41216
31/03/21£586£534£53£0£1,218£1,21827.41015
31/03/20£580£544£36£0£1,165£1,16525.71015
31/03/19£582£575£7£0£1,129£1,12923.5815
31/03/18£569£536£33£0£1,123£1,12325.180
31/03/17?£774£836£-63£0£1,091£1,09115.790
30/09/15£498£441£57£0£0£0n/a00
30/09/14£474£447£27£0£0£0n/a00
30/09/13£459£457£2£0£0£0n/a00
30/09/12£427£399£28£0£0£0n/a00
30/09/11£363£372£-10£0£0£0n/a00
30/09/10£366£340£27£0£0£0n/a00
30/09/09£354£323£31£0£0£0n/a00
30/09/08£351£294£57£0£0£0n/a00
30/09/07£332£288£44£0£0£0n/a00
30/09/06£300£273£28£0£0£0n/a00
30/09/05£282£344£-62£0£0£0n/a00
30/09/04£287£322£-35£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 11%
Liabilities/Income: 24%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 29.7 months
Net Current Assets/Spending: 13 months
Quick Ratio: 23.7
Asset Split ?
Established: 53 years
(55 years as a company)

www.dacorum.abbeyfield.com

bom@abbeyfieldbhh.co.uk

01442871239

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • Other Charitable Purposes
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
Where it operates
  • Hertfordshire,
Who it helps
  • Elderly/Old People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)
Current Trustees appointed

Age Range of Trustees: 39-80
  • JON EVERSHAM Appointed: 2022, Occupation: Data Solution Lead
  • KAREN SHELDON (Chair) Appointed: 2014, Occupation: Office Manager
Legal constitution
  • Charitable company registered in England & Wales on 07/07/1971, number: 262424
  • Registered at Companies House on 06/06/1969, number: 00955757
Gift Aid
  • Registered with HMRC for Gift Aid
Other Regulators
  • 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
  • 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
19 returns made; all on time
Main office

ANNETT HOUSE
COMMON GARDENS
POTTEN END
BERKHAMSTED
HP4 2RH

Objectives

1) THE RELIEF AND CARE OF ELDERLY PERSONS OF ALL CLASSES SUFFERING FROM THE DISABILITIES OF OLD AGE OR OTHERWISE IN NEED.2) THE SPREADING OF CHRISTIAN PRINCIPLES TO ALL HUMAN RELATIONSHIPS AND THE APPLICATION OF HUMANITARIAN AIMS TO PROMOTE THE RELIEF OF THE ELDERLY.3) TO PROVIDE FURTHER EDUCATION IN THE SPHERE OF VOLUNTARY WORK, SOCIAL WORK AND SIMILAR ACTIVITIES CITIZENSHIP. (FOR DETAILS SEE CLAUSE 3 OF THE MEMORANDUM).

Defined Area of Benefit:

HEMEL HEMPSTEAD

Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

Data Sources

Charity Commission for England and Wales
CharityBase

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