Finance Score: 0

Governance Score: 9

Support Score: 0

No PartB

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

No supporters identified

Overall GiG Score: 9

ABBEYFIELD BURY SOCIETY LTD

We provide a friendly home environment, for the elderly, for sheltered and independent living.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Established: 61 years

abbeyfieldbury1@btconnect.com

01617612964

Charity Commission for England and Wales

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
30/09/22		£456	£403	£52	n/a	n/a	n/a	n/a	n/a	0
30/09/21		£418	£398	£20	n/a	n/a	n/a	n/a	n/a	0
30/09/20	*	£528	£391	£138	£0	£1,758	£1,666	51.1	11	0
30/09/19		£387	£373	£14	n/a	n/a	n/a	n/a	n/a	0
30/09/18		£368	£355	£13	£0	£0	£0	n/a	0	1
30/09/17		£325	£324	£1	£0	£0	£0	n/a	0	0
30/09/16	*	£314	£320	£-6	£0	£0	£0	n/a	0	0
30/09/15		£322	£583	£-261	£0	£0	£0	n/a	0	0
30/09/14		£485	£296	£189	£0	£0	£0	n/a	0	0
30/09/13		£321	£321	£0	£0	£0	£0	n/a	0	0
30/09/12		£330	£305	£24	£0	£0	£0	n/a	0	0
30/09/11		£310	£394	£-84	£0	£0	£0	n/a	0	0
30/09/10	*	£374	£432	£-58	£0	£0	£0	n/a	0	0
30/09/09		£647	£407	£240	£0	£1,763	£1,763	51.9	12	0
30/09/08		£384	£340	£44	£0	£0	£0	n/a	0	0
30/09/07		£389	£376	£13	£0	£0	£0	n/a	0	0
30/09/06	*	£341	£342	£-2	£0	£0	£0	n/a	0	0
30/09/05	*	£329	£304	£25	£0	£0	£0	n/a	0	0
30/09/04		£299	£304	£-5	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Accommodation/Housing

How it operates

Provides services

Where it operates

Bury,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

Age Range of Trustees: 47-81

BOB BIBBY Appointed: 2015, Occupation: Trustee

CATHERINE MCALEESE Appointed: 2021, Occupation: Trustee

CHRISTOPHER FOGG Appointed: 2019, Occupation: Director

ELAINE SHIRT Appointed: 2021, Occupation: Trustee

LESLEY HOWORTH Appointed: 2017, Occupation: Director

YVONNE CRESWELL Appointed: 2022, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 20/09/1963, number: 223716
Registered at Companies House on 15/02/1962, number: 00715471

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Homes England

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR20: 6 days late, AR16: 2 days late, AR10: 210 days late, AR06: 5 days late, AR05: 46 days late,

Main office

Abbeyfield Bury Society Ltd
Farraday House
Cottam Street
BURY
BL8 1QQ

Objectives

TO RELIEVE AGED, IMPOTENT AND POOR PEOPLE OF ALL CLASSES, FOR THE ADVANCEMENT OF RELIGION AND EDUCATION AND FOR OTHER CHARITABLE PURPOSES BENEFICIAL TO THE COMMUNITY. FOR DETAILS SEE MEMORANDUM AND ARTICLES OF ASSOCIATION

Defined Area of Benefit:

BURY AND ELSEWHERE

Data Sources