Finance Score: 4

Governance Score: 3

Support Score: 3

Liabilities <10%: +3
Deficit latest year: -2
Fundraising costs low: +3

Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 10

THE ABBEYFIELD LANCASTER SOCIETY LIMITED

Care of the elderly

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

One or more trustees receive benefits from the charity

Financial issues to consider:

Income was 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
31/03/23		£1,000	£1,114	£-114	£0	£1,600	£831	8.9	39	0
31/03/22		£1,023	£1,080	£-57	£0	£1,740	£940	10.4	38	2
31/03/21		£1,038	£1,072	£-33	£0	£1,793	£963	10.8	36	3
31/03/20		£967	£1,014	£-47	£0	£1,760	£901	10.7	35	2
31/03/19		£921	£929	£-9	£0	£1,845	£956	12.3	35	3
31/03/18		£839	£915	£-76	£0	£1,846	£928	12.2	35	0
31/03/17		£863	£855	£9	£0	£1,933	£987	13.9	38	0
31/03/16		£1,095	£805	£290	£0	£950	£950	14.2	39	0
31/03/15		£791	£790	£1	£8	£607	£607	9.2	26	0
31/03/14		£788	£819	£-31	£8	£601	£601	8.8	28	0
31/03/13		£775	£832	£-56	£7	£631	£53	0.8	30	0
31/03/12	*	£767	£823	£-56	£7	£683	£81	1.2	30	0
31/03/11		£718	£786	£-67	£7	£739	£138	2.1	28	0
31/03/10		£742	£748	£-6	£7	£806	£195	3.1	26	0
31/03/09		£672	£717	£-45	£717	£812	£186	3.1	25	0
31/03/08		£631	£647	£-16	£647	£880	£256	4.7	24	0
31/03/07		£603	£639	£-35	£0	£910	£284	5.3	26	0
31/03/06		£618	£631	£-14	£0	£0	£0	n/a	0	0
31/03/05		£659	£584	£75	£0	£0	£0	n/a	0	0
31/03/04		£547	£564	£-17	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.3%
Highest pay band: Less than £60,000
Liabilities/Assets: 5%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 52%
Reserves/Spending: 8.9 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1.2

Asset Split ?

Established: 60 years

www.abbeyfieldlancaster.co.uk

info@abbeyfieldlancaster.co.uk

01524541720

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Services for the elderly

How it operates

Provides services

Where it operates

Lancashire,

Who it helps

Elderly/Old People

Who works here?

39 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

Age Range of Trustees:

GRAHAME HALL Appointed: 2015

HEATHER ANN WARD Appointed: 2021

MARK CHRISTOPHER CLARKE Appointed: 2023

PHILLIP JOHN ERNEST BERRY Appointed: 2019

RICHARD NEO KIRKMAN Appointed: 2013

ANDREA KAY HOWSON Appointed: 2002, Occupation: Director

ANDREW BRIAN MACKERETH Appointed: 2019, Other trusteeship: LANCASTER AND MORECAMBE AGRICULTURAL SOCIETY,

CHARLES PETER WHYTOCK Appointed: 2014, Occupation: Retired Accountant

JUDITH ELIZABETH THRELFALL, Occupation: Retired Pharmacist

JEAN MARGARET SIMPSON Appointed: 2022, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY WITH ST JOHN & ST ANNE, LANCASTER,

BRIAN PETER THRELFALL (Chair) Appointed: 2013, Occupation: Retired Pharmacist, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST.PAUL'S, SCOTFORTH,

Legal constitution

Charity registered in England & Wales on 10/12/1963, number: 230899
Registered at Companies House on 08/10/1962, number: 00737334

Gift Aid

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

Filing Record

20 returns made; AR12: 21 days late,

Main office

Abbeyfield Lancaster Society Ltd
Chirnside House
Abbeyfield Close
LANCASTER
LA1 4NL

Objectives

TO HOUSE LONELY OLD PEOPLE WHO WOULD OTHERWISE BE ON THEIR OWN, AND IN SO DOING TO PROVIDE A FOCAL POINT FOR THE GOODWILL AND KINDNESS OF NEIGHBOURS.

Defined Area of Benefit:

LANCASTER CITY

Data Sources