Finance Score: 0
Governance Score: 6
Support Score: 0
  • Liabilities <10%: +3
  • Excess reserves: -3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +0
Overall GiG Score: 6 ?

THE ABBEYFIELD HOYLAKE AND WEST KIRBY SOCIETY LTD 

The provision of care home accommodation for older people in Wirral. We run a care home (non nursing) and annexe with 24 hour care with thirty three rooms in West Kirby. We are affiliated to the Abbeyfield Society nationally.
Analysis by Giving is Great

Positives:

  • The charity has received modest backing from a grant maker
  • This charity has a robust balance sheet
  • 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

Regulatory & Governance issues to consider:

  • This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

  • This charity has substantial assets and unrestricted reserves of £3,578,695 available, equivalent to 40 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
31/03/23£1,128£1,084£44£0£3,579£3,57939.6398
31/03/22£1,072£1,056£15£0£3,535£3,53540.1426
31/03/21£1,069£1,022£47£0£3,309£3,30938.9417
31/03/20£1,153£1,207£-55£0£3,185£3,18531.7499
31/03/19£1,210£1,183£27£0£3,295£3,29533.4483
31/03/18£966£959£7£0£3,242£3,24240.6470
31/03/17£1,037£1,002£35£0£3,251£3,25138.9500
31/03/16£911£978£-67£0£3,142£3,14238.5440
31/03/15£924£974£-50£15£3,209£3,20939.5300
31/03/14£835£868£-33£30£3,259£3,25945300
31/03/13£872£807£65£23£3,624£3,62453.9300
31/03/12£745£808£-63£20£3,560£3,56052.8290
31/03/11£848£780£68£21£3,623£3,62355.8280
31/03/10£720£763£-43£11£3,555£3,55555.9270
31/03/09?£983£920£63£13£3,723£3,72348.6260
31/12/07£609£666£-57£11£3,660£3,66065.9250
31/12/06£999£670£329£0£0£0n/a00
31/12/05£663£679£-16£0£0£0n/a00
31/12/04£699£665£34£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 5%
Liabilities/Income: 17%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 39.6 months
Net Current Assets/Spending: 8 months
Quick Ratio: 14.6
Asset Split ?
Established: 60 years

abbeyfieldwestkirby.co.uk

enquiries@abbeyfieldwestkirby.co.uk

01516251092

Charity Commission for England and WalesCompanies HouseFacebookX
UN SDGs
?
Listed activities
  • Accommodation/Housing
GiG Classification
  • Services for the elderly
How it operates
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Wirral,
Who it helps
  • Elderly/Old People
Who works here?
  • 39 employees
  • 8 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations
Amount When
Months
To be used for
Co-Operative Group - Grant to Abbeyfield Hoylake & West Kirby Society
£3,821 19/11/2018
We want to create a safe, secure dementia-friendly garden for our residents.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)
Current Trustees appointed
Gender Split

Age Range of Trustees: 52-72
Legal constitution
  • Charitable company registered in England & Wales on 18/06/1964, number: 233269
  • Registered at Companies House on 13/12/1963, number: 00784499
Gift Aid
  • NOT 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
  • Volunteer management
Filing Record
19 returns made; all on time
Main office

Abbeyfield Society
Seafield House
Darmonds Green
West Kirby
WIRRAL
CH48 5DT

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:

UNRESTRICTED

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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