Finance Score: 2

Governance Score: 0

Support Score: 0

Liabilities <10%: +3
Excess liquidity: -1

No supporters identified

Overall GiG Score: 2

ABBEYFIELD TAMAR EXTRA CARE SOCIETY

Abbeyfield Tamar Extra Care Society provides residential care for the elderly and infirm persons.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
A significant proportion of recent income was derived from major grant makers including the Government

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
31/03/23	£1,075	£1,050	£25	£0	£2,002	£2,002	22.9	42	1
31/03/22	£991	£917	£74	£0	£1,990	£1,990	26	34	0
31/03/21	£911	£883	£28	£0	£1,907	£1,907	25.9	32	0
31/03/20	£1,261	£1,226	£34	£22	£1,856	£1,856	18.2	32	6

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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: 2%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 22.9 months
Net Current Assets/Spending: 6 months
Quick Ratio: 12

Asset Split ?

Established: 5 years

abbeyfieldtamarhouse.co.uk

tamar.admin@theabbeyfield.co.uk

01752721665

Charity Commission for England and Wales

Tweets

Listed activities

Disability
General Charitable Purposes

GiG Classification

Services for the elderly

How it operates

Provides services

Where it operates

Cornwall, Devon,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

42 employees
1 volunteer

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 59-79

KATE LOE Appointed: 2022, Occupation: Book Seller

PETER NEIL DELAMAR Appointed: 2022, Occupation: Retired

BRIAN ARTHUR ERNEST STOYEL Appointed: 2019, Occupation: Director, Other trusteeships: ROTARY CLUB OF SALTASH TRUST FUND, ROTARIANS ELIMINATING MALARIA IN TANZANIA LIMITED, SALTASH SCRAPSTORE,

DAVID STEEL BARNES JAMES Appointed: 2019, Occupation: Director

ERIC ROBIN DISTIN FRICS (Chair) Appointed: 2010, Other trusteeship: ABBEYFIELD SALTASH SOCIETY LIMITED,

PETER JOHN VINES Appointed: 2019, Occupation: Director

ROSEMARY PARSONS Appointed: 2019, Occupation: None

TREVOR IAN ADDIS Appointed: 2019, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 04/10/2019, number: 1185635
Registered at Companies House on 30/08/2019, number: 12182254

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
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 expenses policy and procedures
Volunteer management

Filing Record

4 returns made; all on time

Main office

ABBEYFIELD TAMAR EXTRA CARE SOCIETY
TAMAR HOUSE
11 BREST ROAD
DERRIFORD
PLYMOUTH
PL6 5XN

Objectives

THE SOCIETY IS ESTABLISHED FOR THE PUBLIC BENEFIT FOR THE FOLLOWING OBJECTS:3.1 THE RELIEF AND CARE OF ELDERLY PERSONS OF ALL CLASSES, BELIEFS AND NATIONALITIES SUFFERING FROM THE DISABILITIES OF OLD AGE OR OTHERWISE IN NEED.3.2 THE SPREADING OF CHRISTIAN PRINCIPLES TO ALL HUMAN RELATIONSHIPS AND THE APPLICATION OF HUMANITARIAN AIMS TO PROMOTE THE RELIEF OF THE ELDERLY.3.3 THE PROVISION OF FURTHER EDUCATION IN THE SPHERE OF VOLUNTARY WORK, SOCIAL WORK AND SIMILAR ACTIVITIES SO AS TO INCULCATE THE PRINCIPLES OF GOOD CITIZENSHIP.3.4 THE PROVISION AND MANAGEMENT OF HOUSING, ACCOMMODATION OR ASSISTANCE, INCLUDING PROVIDING AND MAINTAINING OR ASSISTING IN PROVIDING AND MAINTAINING HOUSES AND HOMES, FOR THE RELIEF AND CARE OF ELDERLY PERSONS SUFFERING FROM THE DISABILITIES OF OLD AGE OR OTHERWISE BEING IN NEED.3.5 SUCH OTHER PURPOSES RECOGNIZED BY ENGLISH LAW AS CHARITABLE AS THE SOCIETY SHALL DETERMINE FROM TIME TO TIME.

Data Sources