Finance Score: -4

Governance Score: 3

Support Score: 1

Accounts filed more than 5 days late: -2 times
Multiple Deficits: -2
No PartB

Good trustee age range: +3

Grant maker support: +1

Overall GiG Score: 0

THE ABBEYFIELD GLOUCESTERSHIRE SOCIETY LIMITED

Providing accommodation and support for elderly people in Cheltenham.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
Spending has increased over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
There has been a change of accounting period recently, so trends may be hard to determine
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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	*	£423	£479	£-56	n/a	n/a	n/a	n/a	n/a	3
31/03/22?		£552	£614	£-63	£0	£947	£947	18.5	13	14
31/12/20		£316	£370	£-54	n/a	n/a	n/a	n/a	n/a	0
31/12/19	*	£775	£377	£398	£0	£1,064	£1,064	33.9	17	18
31/12/18		£369	£341	£29	£0	£0	£0	n/a	0	15
31/12/17		£306	£308	£-2	£0	£0	£0	n/a	0	0
31/12/16		£351	£376	£-24	£0	£0	£0	n/a	0	0
31/12/15?		£112	£94	£18	£0	£0	£0	n/a	0	0
30/09/14		£77	£78	£-1	£0	£0	£0	n/a	0	0
30/09/13		£76	£89	£-13	£0	£0	£0	n/a	0	0
30/09/12		£70	£67	£4	£0	£0	£0	n/a	0	0
30/09/11		£64	£64	£0	£0	£0	£0	n/a	0	0
30/09/10		£55	£61	£-6	£0	£0	£0	n/a	0	0
30/09/09		£23	£38	£-15	£0	£0	£0	n/a	0	0
30/09/08		£36	£40	£-5	£0	£0	£0	n/a	0	0
30/09/07		£63	£77	£-14	£0	£0	£0	n/a	0	0
30/09/06		£52	£52	£0	£0	£0	£0	n/a	0	0
30/09/05		£49	£60	£-11	£0	£0	£0	n/a	0	0
30/09/04		£43	£37	£6	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 60 years
(64 years as a company)

abbeyfield.com/gloucestershire

nikki.browning@abbeyfieldglos.org.uk

07710 818721

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing

GiG Classification

Services for the elderly

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Gloucestershire,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
3 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.

Specific Donations

Amount	When Months	To be used for
The Clothworkers Foundation - Grant to The Abbeyfield Gloucestershire Society Limited
£5,000	19/06/2020	COVID19 : Purchase kitchen and IT equipment for a charity that works with residential care and support the older people in Gloucestershire

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 28-80

ANDREW ROSS (Chair) Appointed: 2020, Occupation: None

DEAN BOTHAM Appointed: 2020, Occupation: Deputy Centre Manager

JOHN FOWLER Appointed: 2020, Occupation: Self Employed

MICHAEL JOHN BEACON Appointed: 2016, Occupation: Retired Teacher

MRS JENNY BEACON, Occupation: Retired Teacher

MARGARET TAYLOR Appointed: 2020, Occupation: Retired

MARK HOURSTON Appointed: 2019, Occupation: Adult Social Care Contractor

SIMON BANKS Appointed: 2019, Occupation: Programme Manager

Legal constitution

Charitable company registered in England & Wales on 20/04/1964, number: 220611
Registered at Companies House on 30/11/1959, number: 00643334

Gift Aid

NOT 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
Investing charity funds policy and procedures
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

Filing Record

19 returns made; AR23: 41 days late, AR19: 16 days late,

Main office

Managers Office
Heathercroft
37 St. Lukes Road
CHELTENHAM
Gloucestershire
GL53 7JF

Objectives

4.1 THE SOCIETY IS ESTABLISHED FOR THE BENEFIT OF THE COMMUNITY. ITS OBJECTS SHALL BE TO CARRY ON FOR THE BENEFIT OF THE COMMUNITY:4.1.1 THE PROVISION AND MANAGEMENT OF SOCIAL HOUSING, ACCOMMODATION AND ASSISTANCE FOR THE RELIEF AND CARE OF ELDERLY PERSONS SUFFERING FROM THE DISABILITIES OF OLD AGE OR OTHERWISE BEING IN NEED IN PARTICULAR (BUT WITHOUT LIMITATION) BY PROVIDING AND MAINTAINING (OR ASSISTING IN PROVIDING AND MAINTAINING) HOUSES AND HOMES FOR SUCH ELDERLY PERSONS AND PROVIDING (OR ASSISTING IN PROVIDING) AMENITIES OR SERVICES FOR THE BENEFIT OF SUCH ELDERLY PERSONS;4.1.2 ANY OTHER CHARITABLE OBJECT THAT CAN BE CARRIED OUT BY A NOT FOR PROFIT COMPANY REGISTERED AS A SOCIAL LANDLORD WITH THE SOCIAL HOUSING REGULATOR.

Defined Area of Benefit:

CHELTENHAM AND ELSEWHERE

Data Sources