Finance Score: 1

Governance Score: 6

Support Score: 2

Poor Liquidity: -1
Good Reserves: +1Reasonable growth: +1

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 9

ABBEYFIELD THE DALES LIMITED

Property management of housing and the provision of care and support needs (within some regulated services with the CQC) for the over 55s.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker recently
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 unrestricted reserves are available

Established: 9 years

www.abbeyfieldthedales.co.uk

INFO@ABBEYFIELDTHEDALES.CO.UK

01943886000

Charity Commission for England and Wales

Tweets

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	£7,789	£7,459	£330	£0	£10,570	£10,567	17	244	41
31/03/22	£7,258	£6,955	£303	£0	£9,786	£9,783	16.9	243	29
31/03/21	£7,992	£7,169	£823	£0	£9,677	£9,677	16.2	275	177
31/03/20	£6,885	£6,870	£14	£0	£9,045	£9,045	15.8	243	176
31/03/19	£5,962	£4,827	£1,135	£0	£9,031	£9,031	22.5	202	165
31/03/18	£4,803	£4,803	£0	£0	£0	£0	n/a	168	0
31/03/17	£3,992	£3,992	£0	£0	£0	£0	n/a	146	0
31/03/16	£278	£276	£2	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 60%
Liabilities/Income: 200%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 17 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.4

Asset Split ?

What it does

Accommodation/Housing

Who works here?

244 employees
41 volunteers

Who it helps

Elderly/Old People

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Bradford City, Calderdale, Lancashire, Leeds City, North Yorkshire,

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
National Lottery Community Fund - Free transport to the Community Hub
£10,000	19/08/2022	The funding will be used to provide a free of charge transport service for older people and others with learning difficulties along with access to social events and activities. The project aims to ....more The funding will be used to provide a free of charge transport service for older people and others with learning difficulties along with access to social events and activities. The project aims to reduce isolation and loneliness and provide positive and engaging activities for service users.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

Age Range of Trustees: 59-84

ANDREA LESLEY HILL Appointed: 2020, Occupation: Managing Director

DALE SMITH Appointed: 2014, Occupation: None, Other trusteeships: CANTERBURY IMAGINE, KIRKLANDS (MENSTON) TRUST,

FRANCES JANE JOHNSON Appointed: 2019, Occupation: Retired

IAN RICHARD HEPWORTH Appointed: 2019, Occupation: Accountant, Other trusteeships: ADDINGHAM OLD SCHOOL TRUST, THE ILKLEY BANDSTAND 2000 TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PETER'S, ADDINGHAM,

JOHN CONNELLY Appointed: 2023, Occupation: Chief Executive

MARTIN JOHN CARTER Appointed: 2015, Occupation: University Lecturer, Other trusteeship: MANNINGHAM PROJECT LIMITED,

MICHAEL IAN PRICE Appointed: 2019, Occupation: Teacher

NORA WHITHAM MBE Appointed: 2014, Occupation: Retired

PAMELA MYERS Appointed: 2023, Occupation: Retired

PHILIP GRAHAM MYERS Appointed: 2023, Occupation: Retired

ROGER GRAHAM RAWLING Appointed: 2022, Occupation: Retired

TERRY CARROLL Appointed: 2022, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 30/01/2015, number: 1160258
Registered at Companies House on 24/04/2014, number: 09008680

Gift Aid

NOT registered with HMRC for Gift Aid

Event History

10/03/2020 - Asset transfer in from THE ABBEYFIELD (BRADFORD) SOCIETY LIMITED
15/12/2020 - Asset transfer in from THE ABBEYFIELD ILKLEY SOCIETY LIMITED

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

8 returns made; all on time

Recent reorganisation events:

Asset transfer in from THE ABBEYFIELD (BRADFORD) SOCIETY LIMITED on 10/03/2020
Asset transfer in from THE ABBEYFIELD ILKLEY SOCIETY LIMITED on 15/12/2020

Main office

ABBEYFIELD GROVE HOUSE
12 RIDDINGS ROAD
ILKLEY
LS29 9BF

Objectives

THE CHARITY IS ESTABLISHED FOR THE PUBLIC BENEFIT FOR THE FOLLOWING OBJECTS:1. THE RELIEF AND CARE OF ELDERLY PERSONS OF ALL CLASSES, BELIEFS AND NATIONALITIES 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 SO AS TO INCULCATE THE PRINCIPLES OF GOOD CITIZENSHIP.4. THE PROVISION AND MANAGEMENT OF HOUSING, ACCOMMODATION OR ASSISTANCE, INCLUDING PROVIDING AND MAINTAINING OR ASSISTING IN PROVIDING AND MAINTAINING HOUSES AND HOMES (INCLUDING SOCIAL HOUSING WITHIN THE MEANING GIVEN IN SECTION 68 OF THE HOUSING AND REGENERATION ACT 2008), FOR THE RELIEF AND CARE OF ELDERLY PERSONS SUFFERING FROM THE DISABILITIES OF OLD AGE OR OTHERWISE BEING IN NEED.5. SUCH OTHER PURPOSES RECOGNISED BY ENGLISH LAW AS CHARITABLE AS THE CHARITY SHALL DETERMINE FROM TIME TO TIME.

Data Sources