Finance Score: 0

Governance Score: 2

Support Score: 0

No PartB

Only 4 Trustees: -1
Gender balanced board: +3

No supporters identified

Overall GiG Score: 2

THE ABBEYFIELD FULWOOD SOCIETY LIMITED

We provide support for elderly people. They receive 2 main meals each day, made by the housekeeper. They make their own breakfast. All residents are independent. They are taken on trips out, usually 3 times per year, and have armchair aerobics each Wednesday. They have the security & peace of mind provided by the Abbeyfield society & the company of other residents.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

There are only 4 trustees

Financial issues to consider:

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

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
31/08/23		£149	£120	£30	n/a	n/a	n/a	n/a	n/a	2
31/08/22		£116	£122	£-7	n/a	n/a	n/a	n/a	n/a	2
31/08/21		£114	£116	£-2	n/a	n/a	n/a	n/a	n/a	2
31/08/20		£126	£122	£3	n/a	n/a	n/a	n/a	n/a	2
31/08/19		£118	£113	£5	n/a	n/a	n/a	n/a	n/a	4
31/08/18	*	£107	£122	£-16	£0	£0	£0	n/a	0	0
31/08/17		£111	£108	£2	£0	£0	£0	n/a	0	0
31/08/16		£105	£104	£1	£0	£0	£0	n/a	0	0
31/08/15		£106	£102	£3	£0	£0	£0	n/a	0	0
31/08/14		£103	£108	£-5	£0	£0	£0	n/a	0	0
31/08/13		£103	£110	£-7	£0	£0	£0	n/a	0	0
31/08/12		£89	£99	£-10	£0	£0	£0	n/a	0	0
31/08/11		£92	£104	£-12	£0	£0	£0	n/a	0	0
31/08/10		£89	£93	£-4	£0	£0	£0	n/a	0	0
31/08/09		£90	£96	£-6	£0	£0	£0	n/a	0	0
31/08/08		£73	£57	£16	£0	£0	£0	n/a	0	0
31/08/07		£69	£87	£-18	£0	£0	£0	n/a	0	0
31/08/06		£83	£80	£4	£0	£0	£0	n/a	0	0
31/08/05		£69	£90	£-21	£0	£0	£0	n/a	0	0
31/08/04		£90	£158	£-69	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 61 years

01772863034

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Financial or material assistance

How it operates

Provides services

Where it operates

Lancashire,

Who it helps

Elderly/Old People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Gender Split

ALEXANDER JOHN ROBERTSON Appointed: 2024

BERNARD WALMSLEY

CLAIRE LOWE Appointed: 2024

KAY GIBSON

Legal constitution

Charitable company registered in England & Wales on 09/01/1964, number: 229830
Registered at Companies House on 06/06/2011, number: 07658860

Gift Aid

NOT registered with HMRC for Gift Aid

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
Volunteer management

Filing Record

20 returns made; AR18: 133 days late,

Main office

352 GARSTANG ROAD
FULWOOD
PRESTON
PR2 9RY

Objectives

TO RELEIVE AGED IMPOTENT AND POOR PEOPLE OF ALL CLASSES, FOR THE ADVANCEMENT OF RELIGION AND EDUCATION AND FOR OTHER CHARITABLE PURPOSES BENEFICIAL TO THE COMMUNITY.

Defined Area of Benefit:

FULWOOD AND ELSEWHERE

Data Sources