Finance Score: -2

Governance Score: 0

Support Score: 0

Liabilities <10%: +3
Excess reserves: -5

No conflicts policy: -1
Narrow trustee age band: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -2

ABBEYFIELD WESSEX SOCIETY LIMITED

The principal activity of the Charity is that of the provision of independent living accommodation for older people

Analysis by Giving is Great

Positives:

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
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
This charity does not have a Conflict of Interests policy
The Board has little diversity in terms of age

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £10,096,270 available, equivalent to 83 months of spending and so may not be able to utilise additional funding

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		£1,707	£1,464	£243	£0	£10,096	£10,096	82.8	35	2
30/09/21		£1,404	£1,367	£37	£0	£9,906	£9,906	87	37	7
30/09/20		£1,799	£1,440	£359	£0	£16,261	£16,261	135.5	36	11
30/09/19	*	£1,416	£1,295	£121	£1,295	£15,605	£0	n/a	36	11
30/09/18		£2,184	£1,081	£1,103	£0	£15,328	£15,328	170.2	21	5
30/09/17		£1,405	£1,302	£103	£0	£14,218	£14,218	131	25	0
30/09/16		£1,328	£1,414	£-86	£0	£14,102	£14,102	119.7	26	0
30/09/15		£1,473	£1,421	£51	£185	£5,903	£5,903	49.8	37	0
30/09/14		£1,472	£1,445	£26	£152	£5,855	£5,855	48.6	41	0
30/09/13		£1,676	£1,669	£6	£152	£5,824	£5,824	41.9	41	0
30/09/12		£1,360	£1,432	£-72	£142	£5,780	£5,780	48.4	41	0
30/09/11		£1,505	£1,236	£269	£118	£5,835	£5,835	56.7	42	0
30/09/10		£1,262	£1,294	£-32	£125	£5,577	£5,577	51.7	35	0
30/09/09		£1,097	£1,207	£-110	£118	£5,235	£4,535	45.1	36	0
30/09/08		£1,832	£1,193	£639	£128	£5,326	£4,626	46.5	33	0
30/09/07		£1,007	£1,075	£-68	£105	£4,723	£4,723	52.7	35	0
30/09/06		£1,168	£887	£280	£0	£0	£0	n/a	0	0
30/09/05		£611	£611	£0	£0	£0	£0	n/a	0	0
30/09/04		£378	£306	£72	£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: 3%
Liabilities/Income: 21%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 82.8 months
Net Current Assets/Spending: 38 months
Quick Ratio: 9.5

Asset Split ?

Established: 61 years

www.abbeyfieldwessex.org

info@abbeyfieldwessex.org

01202762051

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

Bournemouth, Dorset, Hampshire, Poole, Wiltshire,

Who it helps

Elderly/Old People

Who works here?

35 employees
2 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

Age Range of Trustees: 77-84

ANASTASIA HELEN TURNER, Occupation: Consultant Solicitor (Non Practising)

DR CHRISTOPHER WILLIAMS Appointed: 2014, Occupation: Retired

KEITH ANTHONY MICHAEL MILLMAN Appointed: 2012, Occupation: Bank Liaison Officer

KATHERINE JANE LEISHMAN (Chair) Appointed: 2017, Occupation: Retired

STEVEN ARUNDEL, Occupation: Retailer

Legal constitution

Charitable company registered in England & Wales on 29/10/1963, number: 230902
Registered at Companies House on 25/03/1963, number: 00754594

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission
Homes England

Policies in force

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

Filing Record

19 returns made; AR19: 47 days late,

Recent reorganisation events:

Asset transfer in from THE ABBEYFIELD WARMINSTER SOCIETY LIMITED on 27/03/2020

Main office

Office
Westbourne House
22 Poole Road
BOURNEMOUTH
BH49DS

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.

Defined Area of Benefit:

WIMBORNE AND DISTRICT

Data Sources