Finance Score: -5

Governance Score: 6

Support Score: 0

Excess reserves: -3
Deficit latest year: -2

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 1

THE ABBEYFIELD SIDMOUTH SOCIETY LIMITED

Provision of accommodation, care and companionship for lonely or frail elderly people in accordance with the aims and principles of The Abbeyfield Society Ltd.

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 gender and dynamic in terms of composition

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £3,530,418 available, equivalent to 31 months of spending and so may not be able to utilise additional funding
Income was significantly lower than spending in the latest year

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	£1,012	£1,353	£-341	£0	£3,565	£3,530	31.3	43	2
30/09/21	£938	£872	£66	£0	£3,957	£3,910	53.8	25	4
30/09/20	£1,043	£1,068	£-25	£23	£3,780	£3,733	41.9	25	1
30/09/19	£984	£944	£40	£0	£3,805	£3,739	47.5	12	11
30/09/18	£935	£865	£71	£0	£3,864	£3,769	52.3	14	7
30/09/17	£945	£1,010	£-64	£0	£3,802	£3,703	44	14	0
30/09/16	£821	£732	£90	£0	£3,836	£3,745	61.4	14	0
30/09/15	£799	£706	£93	£38	£3,707	£3,615	61.4	14	0
30/09/14	£802	£653	£149	£40	£3,615	£3,523	64.8	14	0
30/09/13	£797	£650	£148	£36	£3,462	£3,371	62.3	14	0
30/09/12	£709	£580	£129	£27	£3,298	£3,215	66.5	14	0
30/09/11	£1,140	£564	£576	£3	£3,159	£3,090	65.7	14	0
30/09/10	£599	£564	£35	£3	£2,601	£2,601	55.3	14	0
30/09/09	£731	£470	£261	£3	£2,561	£2,561	65.4	14	0
30/09/08	£580	£491	£89	£2	£2,295	£2,295	56.1	14	0
30/09/07	£539	£436	£103	£2	£2,223	£2,110	58.1	14	0
30/09/06	£444	£538	£-93	£0	£0	£0	n/a	0	0
30/09/05	£521	£417	£104	£0	£0	£0	n/a	0	0
30/09/04	£514	£381	£133	£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: 12%
Liabilities/Income: 49%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 31.3 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.7

Asset Split ?

Established: 60 years

01395579698

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 human resources
Provides services

Where it operates

Devon,

Who it helps

Elderly/Old People

Who works here?

43 employees
2 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 55-82

JULIE CHRISTINE MITCHELL Appointed: 2021, Occupation: Retired

SIAN PETA PHILLIPS Appointed: 2021, Occupation: Solicitor

ALAN DARRANT Appointed: 2007, Occupation: Retired

RICHARD PATRICK KINGSLEY SEAVER Appointed: 2019, Occupation: Retired

VALERIE FURSEY Appointed: 2013, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 05/03/1964, number: 229545
Registered at Companies House on 27/05/1963, number: 00762159

Gift Aid

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; all on time

Main office

Overtoun
Hillside Road
Sidmouth
EX10 8JG

Objectives

TO RELIEVE AGED AND POOR PEOPLE OF ALL CLASSES, FOR THE ADVANCEMENT OF RELIGION AND EDUCATION AND FOR THE OTHER CHARITABLE PURPOSES BENEFICIAL TO THE COMMUNITY.(REFER TO MEMORANDUM FOR FURTHER OBJECTIVES)

Defined Area of Benefit:

SIDMOUTH

Data Sources