Finance Score: 3

Governance Score: -6

Support Score: 3

Liabilities <10%: +3
Poor Liquidity: -1
Good Reserves: +1

Only 4 Trustees: -1
Narrow trustee age band: -2
Static board: -3

Gov Income
Grant maker support: +3

Overall GiG Score: 0

THE ABBEYFIELD (WEYMOUTH) SOCIETY LIMITED

Provision of accommodation to elderly persons.

Analysis by Giving is Great

Positives:

The charity has received Government grants and contracts
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

Regulatory & Governance issues to consider:

There are only 4 trustees
The Board composition appears to be rather static and has little diversity in terms of age

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available

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		£843	£931	£-88	£0	£1,325	£1,325	17.1	38	2
30/09/21		£766	£901	£-135	£0	£1,415	£1,415	18.8	41	4
30/09/20	*	£847	£864	£-17	£0	£1,545	£1,545	21.5	41	6
30/09/19		£756	£793	£-37	£0	£1,569	£1,569	23.7	26	8
30/09/18		£745	£725	£19	£0	£1,606	£1,606	26.6	20	6
30/09/17		£716	£701	£15	£0	£1,587	£1,587	27.2	20	0
30/09/16		£681	£735	£-54	£0	£1,572	£1,572	25.7	25	0
30/09/15		£664	£649	£15	£3	£924	£924	17.1	25	0
30/09/14		£617	£647	£-30	£3	£1,659	£1,659	30.7	25	0
30/09/13		£613	£664	£-51	£3	£1,689	£1,689	30.5	24	0
30/09/12	*	£599	£602	£-3	£22	£1,703	£1,703	33.9	24	0
30/09/11		£553	£532	£21	£0	£1,847	£1,847	41.7	23	0
30/09/10		£487	£496	£-9	£0	£0	£0	n/a	0	0
30/09/09		£506	£485	£20	£0	£1,846	£1,846	45.7	22	0
30/09/08		£552	£451	£101	£0	£1,825	£1,825	48.6	22	0
30/09/07		£416	£434	£-18	£0	£0	£0	n/a	0	0
30/09/06		£391	£411	£-20	£0	£0	£0	n/a	0	0
30/09/05	*	£394	£388	£7	£0	£0	£0	n/a	0	0
30/09/04		£376	£360	£16	£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: 7%
Liabilities/Income: 12%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 17.1 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.3

Asset Split ?

Established: 58 years
(63 years as a company)

www.abbeyfieldweymouth.co.uk

lesley.rose@abbeyfieldweymouth.co.uk

07733881733

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Services for the elderly

How it operates

Provides services

Where it operates

Dorset,

Who it helps

Elderly/Old People

Who works here?

38 employees
2 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 73-81

BRIAN SADLER Appointed: 2014, Occupation: Retired

LINDA FRANCES GRIFFITHS Appointed: 2017, Occupation: Retired

MALCOLM JOHN THAME (Chair) Appointed: 2010, Occupation: Retired

DAVID GEARY Appointed: 2017, Occupation: Retired, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST.ANDREW'S,PRESTON WITH SUTTON POYNTZ,

Legal constitution

Charitable company registered in England & Wales on 11/03/1966, number: 246972
Registered at Companies House on 02/03/1961, number: 00685160

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission
Homes England

Policies in force

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

Filing Record

19 returns made; AR20: 12 days late, AR12: 198 days late, AR05: 31 days late,

Main office

Abbeyfield Weymouth Society Ltd
Legh House
117 Rylands Lane
Weymouth
Dorset
DT4 9QB

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:

WEYMOUTH AND ELSEWHERE

Data Sources