Finance Score: -5

Governance Score: 3

Support Score: 3

Excess reserves: -5

Good trustee age range: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 1

THE ABBEYFIELD YORK SOCIETY LIMITED

Provision of sheltered housing with the inclusion of meals for the frail elderly

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

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £2,504,052 available, equivalent to 60 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		£598	£500	£98	£0	£2,504	£2,504	60.1	32	4
31/03/22		£511	£499	£12	£0	£2,406	£2,406	57.9	31	3
31/03/21		£485	£489	£-4	n/a	n/a	n/a	n/a	n/a	3
31/03/20	*	£493	£471	£22	n/a	n/a	n/a	n/a	n/a	7
31/03/19		£502	£451	£51	£0	£2,377	£2,377	63.3	24	7
31/03/18		£448	£430	£18	£0	£0	£0	n/a	0	0
31/03/17		£458	£421	£38	£0	£0	£0	n/a	0	0
31/03/16		£455	£416	£40	£0	£0	£0	n/a	0	0
31/03/15		£442	£394	£48	£0	£0	£0	n/a	0	0
31/03/14		£430	£401	£29	£0	£0	£0	n/a	0	0
31/03/13		£414	£439	£-25	£0	£0	£0	n/a	0	0
31/03/12		£398	£366	£32	£0	£0	£0	n/a	0	0
31/03/11		£375	£381	£-6	£0	£0	£0	n/a	0	0
31/03/10		£361	£377	£-16	£0	£0	£0	n/a	0	0
31/03/09		£364	£349	£15	£0	£0	£0	n/a	0	0
31/03/08		£371	£332	£40	£0	£0	£0	n/a	0	0
31/03/07		£340	£314	£27	£0	£0	£0	n/a	0	0
31/03/06?		£389	£212	£177	£0	£0	£0	n/a	0	0
31/07/05		£352	£346	£6	£0	£0	£0	n/a	0	0
31/07/04		£350	£351	£-1	£0	£0	£0	n/a	0	0

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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: 60%
Liabilities/Income: 637%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 60.1 months
Net Current Assets/Spending: 16 months
Quick Ratio: 2

Asset Split ?

Established: 60 years

www.abbeyfield.com/york

enquiries@abbeyfieldyork.co.uk

01904704500

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Services for the elderly

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

City Of York,

Who it helps

Elderly/Old People

Who works here?

32 employees
4 volunteers

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: 42-83

DAVID GORDON WALKER FCA FMAAT

KIM CURRY (Chair) Appointed: 2023, Occupation: Management Consultant

PHILIP KIRK Appointed: 2023, Occupation: Marketing & Communications Consultant

ALISON BALDWIN SRN, Occupation: Retired Nurse

DR GEORGE ROBERT PORTER Appointed: 2018, Occupation: Retired Gp

ELIZABETH LOUISE POTRYKUS Appointed: 2020, Occupation: Registered Nurse

JOEL DAVID OWEN Appointed: 2018, Occupation: Director - Housing Association

ANTHONY JOHN DIXON Appointed: 2020, Occupation: Lawyer, Other trusteeships: NORMAN COLLINSON CHARITABLE TRUST, YORK FESTIVAL TRUST,

Legal constitution

Charitable company registered in England & Wales on 12/12/1963, number: 222424
Registered at Companies House on 18/04/1962, number: 00721891

Gift Aid

NOT registered with HMRC for Gift Aid

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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR20: 9 days late,

Main office

ABBEYFIELD HOUSE
REGENCY MEWS
YORK
YO24 1LL
Y024 1LL

Objectives

TO CARRY ON FOR THE BENEFIT OF THE COMMUNITY THE PROVISION AND MANAGEMENT OF HOUSING ACCOMMODATION OR SUCH OTHER ASSISTANCE AS THE CHARITY SHALL FROM TIME TO TIME BY ITS BOARD OF DIRECTORS DETERMINE FOR THE RELIEF AND CARE OF ELDERLY PERSONS SUFFERING THE DIFFICULTIES AND/OR DISABILITIES OF OLD AGE OR OTHERWISE BEING IN NEED. TO PROVIDE (WHETHER BY PURCHASE LEASE OR OTHERWISE) AND MAINTAINING HOUSES APARTMENTS AND HOMES FOR SUCH ELDERLY PERSONS AND TO PROVIDE OR ASSIST IN PROVIDING AMENITIES CARE OR SERVICES FOR THE BENEFIT OF SUCH ELDERLY PERSONS.

Defined Area of Benefit:

CITY OF YORK AND ELSEWHERE

Data Sources