Finance Score: 0

Governance Score: 9

Support Score: 0

No PartB

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +0

Overall GiG Score: 9

THE ABBEYFIELD KNUTSFORD SOCIETY LTD

Provision of accommodation for lonely and elderly people in accordance with the aims and principles of the national Abbeyfield Society

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Established: 58 years

www.abbeyfield.com/knutsford

secretary@abbeyfieldknutsford.org

01565632719

Charity Commission for England and Wales

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
31/07/23	£219	£146	£72	n/a	n/a	n/a	n/a	n/a	9
31/07/22	£143	£144	£-2	n/a	n/a	n/a	n/a	n/a	8
31/07/21	£131	£126	£6	n/a	n/a	n/a	n/a	n/a	0
31/07/20	£123	£123	£0	n/a	n/a	n/a	n/a	n/a	10
31/07/19	£148	£138	£10	n/a	n/a	n/a	n/a	n/a	17
31/07/18	£189	£171	£18	£0	£0	£0	n/a	0	0
31/07/17	£139	£119	£20	£0	£0	£0	n/a	0	0
31/07/16	£127	£124	£4	£0	£0	£0	n/a	0	0
31/07/15	£131	£130	£1	£0	£0	£0	n/a	0	0
31/07/14	£135	£127	£8	£0	£0	£0	n/a	0	0
31/07/13	£120	£135	£-15	£0	£0	£0	n/a	0	0
31/07/12	£140	£142	£-2	£0	£0	£0	n/a	0	0
31/07/11	£109	£107	£2	£0	£0	£0	n/a	0	0
31/07/10	£107	£101	£6	£0	£0	£0	n/a	0	0
31/07/09	£102	£106	£-4	£0	£0	£0	n/a	0	0
31/07/08	£89	£92	£-3	£0	£0	£0	n/a	0	0
31/07/07	£85	£92	£-6	£0	£0	£0	n/a	0	0
31/07/06	£80	£157	£-77	£0	£0	£0	n/a	0	0
31/07/05	£74	£72	£2	£0	£0	£0	n/a	0	0
31/07/04	£172	£69	£103	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Accommodation/Housing

How it operates

Provides buildings/facilities/open space

Where it operates

Cheshire East,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
9 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 The Abbeyfield Knutsford Sociey Ltd.
£4,617	19/11/2018	We seek funding for an extension to provide a platform lift and a larger office.
Cheshire Community Foundation - Extension to provide lift with wheelchair access and office extension
£2,500	30/11/2017	Knutsford Abbeyfield is a purpose built home providing independent living for 11 elderly people in a secure environment. The project is to build a front extension incorporating a platform lift ....more Knutsford Abbeyfield is a purpose built home providing independent living for 11 elderly people in a secure environment. The project is to build a front extension incorporating a platform lift between ground and first floors. The lift is large enough to accommodate a wheelchair, the extension will also include a single storey extension to the existing small ground floor office.The grant will make a contribution towards the total cost of the building works and the lift. The alterations will greatly improve accessibility to the first floor for any residents their visitors and family members with mobility difficulties.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 39-79

ANDREA JANE CARTMEL Appointed: 2016, Occupation: Retired

DR GAIL LEICESTER Appointed: 2021, Occupation: Gp

ROBERT STEPHENS Appointed: 2018, Occupation: Retired

REBECCA SUSAN LUNNEY Appointed: 2020, Occupation: Solicitor

SIMON NOBLET Appointed: 2021, Occupation: Architect

STEWART FRASER Appointed: 2020, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 15/03/1966, number: 247343
Registered at Companies House on 31/05/1965, number: 00850545

Gift Aid

NOT registered with HMRC for Gift Aid

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
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; all on time

Main office

Abbeyfield House
23c Bexton Road
Knutsford
WA16 0EE

Objectives

TO RELIEVE AGED, IMPOTENT AND POOR PEOPLE OF ALL CLASSES.... FOR LONELY NEGLECTED OLD OR HANDICAPPED PEOPLE. (FOR FURTHER DETAILS SEE CLAUSE 3 OF MEMORANDUM)

Defined Area of Benefit:

KNUTSFORD AND ELSEWHERE.

Data Sources