Finance Score: 0

Governance Score: 6

Support Score: 8

Excess liquidity: -1
Multiple Deficits: -2
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3

Grant maker support: +8

Overall GiG Score: 14

THE ABBEYFIELD SOCIETY

Provides advocacy/advice/informationActs as umbrella or resource body.Provision of accommodation/services for the elderly

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of age and dynamic in terms of composition

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
On several occasions in recent years income has been less than spending

Established: 54 years
(67 years as a company)

www.abbeyfield.com

post@abbeyfield.com

01727857536

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		£50,932	£58,388	£-7,456	£226	£112,409	£106,799	21.9	1,272	300
31/03/22		£47,087	£63,875	£-16,788	£285	£118,600	£111,628	21	1,313	150
31/03/21		£53,561	£52,584	£977	£320	£133,721	£120,953	27.6	1,099	363
31/03/20		£53,894	£64,598	£-10,704	£260	£132,460	£120,110	22.3	1,103	426
31/03/19		£54,985	£55,914	£-929	£493	£144,072	£132,293	28.4	1,207	500
31/03/18	*	£55,373	£61,810	£-6,437	£4,745	£143,221	£131,453	25.5	1,141	0
31/03/17		£54,653	£46,057	£8,596	£914	£148,338	£138,031	36	1,080	0
31/03/16		£43,070	£41,917	£1,153	£539	£142,403	£133,180	38.1	941	0
30/03/15		£50,969	£42,633	£8,336	£591	£140,102	£127,355	35.8	1,762	0
30/03/14		£44,056	£45,821	£-1,765	£477	£131,596	£106,825	28	1,722	0
30/03/13		£49,390	£44,400	£4,990	£430	£132,402	£117,143	31.7	940	0
30/03/12		£39,908	£34,988	£4,920	£380	£124,253	£108,883	37.3	823	0
30/03/11	*	£33,876	£32,981	£895	£198	£116,431	£44,329	16.1	798	0
30/03/10	*	£41,092	£35,128	£5,964	£102	£111,832	£39,142	13.4	770	0
30/03/09?	*	£47,207	£51,126	£-3,919	£0	£113,032	£11,351	2.7	735	0
30/09/07	*	£34,173	£34,117	£56	£0	£101,768	£15,641	5.5	728	0
30/09/06		£2,314	£3,141	£-827	£0	£0	£0	n/a	0	0
30/09/05		£2,878	£3,341	£-463	£0	£0	£0	n/a	0	0
30/09/04		£4,156	£3,167	£989	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.5%
Fundraising Costs/Total Spending: 0.4%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £150,000-£200,000
Liabilities/Assets: 22%
Liabilities/Income: 62%
Unrestricted Funds/Total Funds: 95%
Reserves/Spending: 21.9 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.4

Asset Split ?

Listed activities

Accommodation/Housing
Education/Training
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Throughout England And Wales,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies

Who works here?

1,272 employees
300 volunteers

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.

Major supporters in last 5 years

Ministry for Housing, Communities and Local Government	£1,101,994
Wolfson Foundation	£262,500
Department for Work and Pensions	£30,412

Specific Donations

Amount	When Months	To be used for
Wolfson Foundation - Grant to The Abbeyfield Society
£34,000	07/12/2022	Installation of new boilers at Abbeyfield House, Brecon
Wolfson Foundation - Grant to The Abbeyfield Society
£13,500	08/06/2022	Installation of automated meter reading (AMR) meters at Abbeyfield properties across England
Department for Work and Pensions - THE ABBEYFIELD SOCIETY
£23,380	01/04/2022	The Kickstart Scheme provides funding to employers to create jobs for 16 to 24 year olds on Universal Credit.
Wolfson Foundation - Grant to The Abbeyfield Society
£40,000	09/12/2021	Furnishing of extended Activity Centre at Abbeyfield Beaconsfield
Department for Work and Pensions - THE ABBEYFIELD SOCIETY
£7,031	01/04/2021	The Kickstart Scheme provides funding to create new jobs for 16 to 24 year olds on Universal Credit who are at risk of long term unemployment.
Wolfson Foundation - Grant to The Abbeyfield Society
£125,000	09/12/2020	WF Covid-19 Support Fund
Ministry for Housing, Communities and Local Government - AFFORDABLE HOUSING GRANT
£1,101,994	01/04/2020	The Affordable Homes Programme provides grant funding to registered providers to support the delivery of affordable housing.
Wolfson Foundation - Grant to The Abbeyfield Society
£50,000	13/06/2019	New garden space and internal alterations to expand facilities for residents
Dunhill Medical Trust - Dementia unit enhancement
£45,000	10/12/2018 7	Building grant: enhancement of the outdoor and indoor and living space for the dementia unit at Abbeyfield Care Home Clitheroe
Co-Operative Group - Grant to The Abbeyfield Society
£7,486	19/11/2018	We want to landscape the front car park, turning it into a garden area with raised beds and seating so it can be enjoyed by all.
Co-Operative Group - Grant to Abbeyfield Hertfordshire Residential Care Society LTD
£2,978	04/08/2017	Help us relieve loneliness with our coffee mornings which give local elderly people the chance to have a natter and make new friends.
Wolfson Foundation - Grant to The Abbeyfield Society
£40,000	16/06/2017	Landscaped gardens in independent living apartment complex in Sunderland
Sport England - Get Up and Go for Older People
£8,580	02/08/2016 11	Funding under Sport England's Small Grants funding programme for a Revenue project titled Get Up and Go for Older People. This project is a Exercise & Fitness project, with a focus on older ....more Funding under Sport England's Small Grants funding programme for a Revenue project titled Get Up and Go for Older People. This project is a Exercise & Fitness project, with a focus on older beneficiaries.
National Lottery Community Fund - Volunteering for the older old living in residential care settings
£264,944	09/11/2015 30	The funding will be used to develop and increase volunteering opportunities over-75s, including those with dementia and other complex conditions. The 30 month funded project will focus on residents ....more The funding will be used to develop and increase volunteering opportunities over-75s, including those with dementia and other complex conditions. The 30 month funded project will focus on residents within 20 Abbeyfield Houses in England and Wales. It will measure the impact that volunteering has related to wellbeing and quality of life, alongside sharing good practice examples of the types of volunteering roles that the over 75 age range can, and want, to be involved in.
Esmee Fairbairn - Grant to The Abbeyfield Society
£22,000	29/05/2012	Towards the salary of a project worker for an inter-generational programme supporting the development of IT skills in older people and towards the costs of making IT accessible to those with ....more Towards the salary of a project worker for an inter-generational programme supporting the development of IT skills in older people and towards the costs of making IT accessible to those with disabilities.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Age Range of Trustees: 38-68

GEOFFREY DAVID GRANVILLE CARR Appointed: 2023, Occupation: Business Executive

GEORGE ASHWORTH Appointed: 2021, Occupation: Senior Executive

MARC MARRERO Appointed: 2022, Occupation: Director Of Data Privacy

MARTIN FRANK COX Appointed: 2023, Occupation: Business Executive

MICHAEL JOHN PETER TURNER Appointed: 2021, Occupation: Company Director

ROGER LEES Appointed: 2021, Occupation: Chartered Accountant

SARA JAYNE BEAMAND Appointed: 2017, Occupation: Company Director, Other trusteeship: RIVERSIDE ESTUARY LIMITED,

TERRI PETTIFER-EAGLES Appointed: 2023, Occupation: Hr Consultant

Legal constitution

Charitable company registered in England & Wales on 07/01/1970, number: 200719
Registered at Companies House on 27/11/1956, number: 00574816

Gift Aid

Registered with HMRC for Gift Aid

Event History

Linked charity: THE ADDITIONAL FUND TRUST
02/01/2014 - Asset transfer in from ABBEYFIELD (DORCHESTER) SOCIETY LIMITED
05/11/2015 - Asset transfer in from THE SHREWSBURY ABBEYFIELD SOCIETY LTD
08/08/2017 - Asset transfer in from THE ABBEYFIELD BLACKPOOL SOCIETY LIMITED
07/03/2019 - Asset transfer in from GOLDEN HOURS FELLOWSHIP LIMITED
13/03/2019 - Asset transfer in from THE ABBEYFIELD WELLINGTON (SOMERSET) SOCIETY LIMITED
02/04/2019 - Asset transfer in from THE ABBEYFIELD AXMINSTER SOCIETY LIMITED
02/04/2019 - Asset transfer in from LEE HOUSE, WIMBLEDON
02/04/2019 - Asset transfer in from THE ABBEYFIELD (HIGH WYCOMBE) SOCIETY LIMITED
02/04/2019 - Asset transfer in from THE ABBEYFIELD KIDDERMINSTER SOCIETY LIMITED
05/04/2019 - Asset transfer in from ABBEYFIELD RESIDENTIAL CARE HELPLINE (LONDON SW)
07/05/2019 - Asset transfer in from THE ABBEYFIELD MID SUSSEX SOCIETY LIMITED
12/10/2020 - Asset transfer in from THE ABBEYFIELD SCARBOROUGH SOCIETY LIMITED
22/01/2021 - Asset transfer in from THE ABBEYFIELD BOGNOR REGIS SOCIETY LIMITED
14/05/2021 - Asset transfer in from THE RAYMOND COLMAN CHARITABLE TRUST
11/03/2024 - Asset transfer in from MARY FEILDING GUILD
Linked charity: THE ABBEYFIELD MID SUSSEX SOCIETY LIMITED
Linked charity: THE ABBEYFIELD MID SUSSEX SOCIETY LIMITED
Linked charity: THE BUCKMASTER MEMORIAL HOME
Linked charity: THE ABBEYFIELD AXMINSTER SOCIETY LIMITED
Linked charity: THE ABBEYFIELD AXMINSTER SOCIETY LIMITED
Linked charity: LEE HOUSE, WIMBLEDON
Linked charity: LEE HOUSE, WIMBLEDON
Linked charity: THE ABBEYFIELD KIDDERMINSTER SOCIETY LIMITED
Linked charity: THE ABBEYFIELD KIDDERMINSTER SOCIETY LIMITED
Linked charity: THE ABBEYFIELD (HIGH WYCOMBE) SOCIETY LIMITED
Linked charity: THE ABBEYFIELD (HIGH WYCOMBE) SOCIETY LIMITED
Linked charity: ABBEYFIELD INTERNATIONAL
Linked charity: ABBEYFIELD RESIDENTIAL CARE HELPLINE (LONDON SW)
Linked charity: ABBEYFIELD RESIDENTIAL CARE HELPLINE (LONDON SW)
Linked charity: ABBEYFIELD UK
Linked charity: BEQUEST OF DONALD ANTHONY COOK FOR THE RESIDENTS AMENITY FUND AT ABBEYFIELD HOUSE, FAIRLIGHT AVENUE,
Linked charity: THE MARY RACHEL MORRISS BEQUEST
Linked charity: THE HOME FOR GENTLEWOMEN
Linked charity: THE MEDICAL COMFORTS FUND
Linked charity: THE ANNE LANGSTAFF HOME FOR DISTRESSED GENTLEWOMEN
Linked charity: THOMAS AND MARY JENKINS MEMORIAL HOME
Linked charity: THE RUBY MOORES FOUNDATION
Linked charity: PHILIP GODLEE LODGE FUND
Linked charity: BESSIE BROWN MEMORIAL HOME
Linked charity: ABBEYFIELD DEVELOPMENT TRUST

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

19 returns made; AR18: 93 days late, AR11: 179 days late, AR10: 354 days late, AR09: 231 days late, AR07: 477 days late,

Main office

17-19 Hampton Lane
SOLIHULL
West Midlands
B91 2QT

Objectives

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, 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 SOCIETY SHALL DETERMINE FROM TIME TO TIME.

Defined Area of Benefit:

NOT DEFINED

Data Sources