Finance Score: 0

Governance Score: 2

Support Score: 0

No PartB

Dynamic board: +3
Mainly female board: -1

No supporters identified

Overall GiG Score: 2

THE ABBEYFIELD WHITEHAVEN SOCIETY LIMITED

Provides Sheltered Housing for older people

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly female
Over half the Board have joined recently

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
31/03/23		£224	£231	£-7	n/a	n/a	n/a	n/a	n/a	1
31/03/22	*	£195	£223	£-27	n/a	n/a	n/a	n/a	n/a	1
31/03/21		£219	£220	£0	n/a	n/a	n/a	n/a	n/a	2
31/03/20	*	£218	£210	£8	n/a	n/a	n/a	n/a	n/a	3
31/03/19		£220	£188	£32	n/a	n/a	n/a	n/a	n/a	8
31/03/18		£218	£201	£17	£0	£0	£0	n/a	0	0
31/03/17		£192	£139	£54	£0	£0	£0	n/a	0	0
31/03/16		£154	£147	£7	£0	£0	£0	n/a	0	0
31/03/15		£182	£146	£35	£0	£0	£0	n/a	0	0
31/03/14		£170	£127	£42	£0	£0	£0	n/a	0	0
31/03/13		£120	£142	£-22	£0	£0	£0	n/a	0	0
31/03/12		£94	£91	£3	£0	£0	£0	n/a	0	0
31/03/11		£87	£79	£8	£0	£0	£0	n/a	0	0
31/03/10		£83	£77	£6	£0	£0	£0	n/a	0	0
31/03/09		£80	£83	£-3	£0	£0	£0	n/a	0	0
31/03/08		£82	£79	£3	£0	£0	£0	n/a	0	0
31/03/07		£75	£68	£8	£0	£0	£0	n/a	0	0
31/03/06		£78	£59	£19	£0	£0	£0	n/a	0	0
31/03/05		£74	£66	£8	£0	£0	£0	n/a	0	0
31/03/04		£70	£56	£13	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 60 years

jhabbeyfield@gmail.com

07845736401

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

Cumbria,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

Unknown number of employees
1 volunteer

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: 55-85

CHRISTINE WILSON Appointed: 2023, Occupation: Retired

MARIAN SMITH Appointed: 2023, Occupation: Retired

MILDRED JOSEPHINE LINSTEAD Appointed: 2022, Occupation: Retired

NICOLA SCOTT Appointed: 2023, Occupation: Administrator

THOMAS MILBURN Appointed: 2000, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 08/04/1964, number: 230050
Registered at Companies House on 08/07/1963, number: 00766744

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Homes England

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Internal charity financial controls policy and procedures
Internal risk management 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; AR22: 3 days late, AR20: 20 days late,

Main office

The Abbeyfield Whitehaven Society L
Ltd
Johnson House
Hillcrest Avenue
WHITEHAVEN
CA28 6SU

Objectives

RELIEF OF AGED IMPOTENT AND POOR PERSONS OF ALL CLASSES, FOR THE ADVANCEMENT OF RELIGION AND EDUCATION AND FOR OTHER CHARITABLE PURPOSES BENEFICIAL TO THE COMMUNITY INCLUDING THE PROVISION OF HOUSES ETC. FOR LINELY, OLD OR HANDICAPPED PERSONS. (FOR DETAILS SEE MEMORANDUM OF ASSOCIATION. CLAUSE 3.)

Defined Area of Benefit:

WHITEHAVEN

Data Sources