Finance Score: 0

Governance Score: 3

Support Score: 0

Excess liquidity: -1
Multiple Deficits: -2
Fundraising costs low: +3

Dynamic board: +3

No supporters identified

Overall GiG Score: 3

ABBEYFIELD SOUTHERN OAKS

To provide accommodation, care and companionship for lonely or frail elderly people in accordance with the aims and principles of the Abbeyfield Society.

Analysis by Giving is Great

Positives:

Fundraising costs are unusually low relative to funds raised
The Board appears to be dynamic in terms of composition

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end
On several occasions in recent years income has been less than spending

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		£5,574	£5,468	£106	£0	£7,086	£7,080	15.5	19	68
30/09/21		£6,961	£6,910	£51	£0	£6,749	£6,743	11.7	18	87
30/09/20		£3,849	£4,326	£-477	£3	£6,699	£6,693	18.6	19	59
30/09/19		£603	£1,322	£-719	£2	£7,176	£7,170	65.1	20	45
30/09/18		£814	£1,017	£-203	£1	£7,895	£7,889	93.1	19	96
30/09/17		£623	£733	£-110	£25	£8,079	£8,073	132.2	19	0
30/09/16		£1,072	£514	£557	£0	£6,552	£6,545	152.8	19	0
30/09/15	*	£617	£674	£-57	£20	£5,932	£5,925	105.5	19	0
30/09/14		£140	£126	£14	£0	£0	£0	n/a	0	0
30/09/13		£120	£108	£11	£0	£0	£0	n/a	0	0
30/09/12	*	£115	£121	£-6	£0	£0	£0	n/a	0	0
30/09/11?	*	£193	£304	£-111	£0	£0	£0	n/a	0	0
31/03/10	*	£170	£184	£-14	£0	£0	£0	n/a	0	0
31/03/09	*	£211	£199	£12	£0	£0	£0	n/a	0	0
31/03/08		£196	£188	£8	£0	£0	£0	n/a	0	0
31/03/07		£197	£195	£2	£0	£0	£0	n/a	0	0
31/03/06	*	£185	£173	£12	£0	£0	£0	n/a	0	0
31/03/05	*	£177	£160	£17	£0	£0	£0	n/a	0	0
31/03/04		£210	£204	£6	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 45%
Liabilities/Income: 104%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 15.5 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.4

Asset Split ?

Established: 58 years
(61 years as a company)

www.abbeyfieldsouthernoaks.org

admin@abbeyfieldsouthernoaks.org

02083940050

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
General Charitable Purposes

GiG Classification

Services for the elderly

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Croydon, Surrey, Sutton,

Who it helps

Elderly/Old People

Who works here?

19 employees
68 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 54-80

ANDREW STUART PARSONS Appointed: 2022, Occupation: Retired

ANNE FAIRWEATHER CARRINGTON Appointed: 2021, Occupation: Retired

DOUGLAS KENNETH LYON HORNE Appointed: 2022, Occupation: Marketing

DR MALCOLM WILLIAM WAKERLEY OBE Appointed: 2014

JOHN WILLIAM MANN Appointed: 2022, Occupation: Retired

STEPHEN LLOYD EAGLE Appointed: 2022, Occupation: Retired

SUSAN JANE MOORE Appointed: 2022, Occupation: Retired

CHARLES NICHOLAS SHORE Appointed: 2015, Occupation: Self Employed

GRAHAM ARTHUR JAMES WALKER LVO Appointed: 2014, Occupation: Retired

MARGARET CHRISTINA ANGUS Appointed: 2015, Occupation: Retired

DR ANDREW MARTIN HOY Appointed: 2017, Occupation: Part-Time Medical Consultant, Other trusteeship: THE EUROPEAN DOCTORS ORCHESTRA,

NIGEL COLIN LOCK MACDONALD (Chair) Appointed: 2014, Occupation: Company Director, Other trusteeship: ST ANDREW'S CHEAM UNITED REFORMED CHURCH CHARITY,

Legal constitution

Charitable company registered in England & Wales on 06/04/1966, number: 247308
Registered at Companies House on 06/09/1962, number: 00734705

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Homes England

Policies in force

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

Filing Record

19 returns made; AR15: 25 days late, AR12: 26 days late, AR11: 1 days late, AR10: 3 days late, AR09: 2 days late, AR06: 2 days late, AR05: 1 days late,

Main office

Nonsuch Abbeyfield
Old Schools Lane
Ewell
EPSOM
Surrey
KT17 1FL

Objectives

THE OBJECTS ARE FOR THE PUBLIC BENEFIT OF THE COMMUNITY THE PROVISION AND MANAGEMENT OF HOUSING, ACCOMMODATION AND ASSISTANCE FOR THE RELIEF AND CARE OF OLDER PEOPLE SUFFERING FROM THE DISABILITIES OF OLD AGE OR OTHERWISE BEING IN NEED IN PARTICULAR (BUT WITHOUT LIMITATION) BY PROVIDING AND MAINTAINING (OR ASSISTING IN PROVIDING AND MAINTAINING) HOUSES AND HOMES FOR SUCH OLDER PEOPLE AND PROVIDING (OR ASSISTING IN PROVIDING) AMENITIES OR SERVICES FOR THE BENEFIT OF SUCH OLDER PEOPLE, AND FOR OTHER CHARITABLE PURPOSES BENEFICIAL TO THE COMMUNITY.

Defined Area of Benefit:

NOT DEFINED.

Data Sources