Finance Score: 0

Governance Score: -6

Support Score: 3

No PartB

Narrow trustee age band: -2
Static board: -3
Mainly female board: -1

Gov Income
Grant maker support: +3

Overall GiG Score: -3

THE ABBEYFIELD BARROW IN FURNESS SOCIETY LIMITED

To provide sheltered housing for elderly people in a safe environment with support and advice if required. Organise appropriate social activities for their well being.

Analysis by Giving is Great

Positives:

The charity has received Government grants
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:

The Board is predominantly female
The Board composition appears to be rather static and has little diversity in terms of age

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: 57 years

https://www.abbeyfield.com/member-societies/n

enquiries@abbeyfield-millennium.co.uk

01229828031

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
31/03/23		£173	£178	£-5	n/a	n/a	n/a	n/a	n/a	1
31/03/22		£176	£167	£9	n/a	n/a	n/a	n/a	n/a	0
31/03/21		£160	£160	£0	n/a	n/a	n/a	n/a	n/a	0
31/03/20		£157	£138	£19	n/a	n/a	n/a	n/a	n/a	5
31/03/19		£138	£150	£-12	n/a	n/a	n/a	n/a	n/a	0
31/03/18		£145	£131	£14	£0	£0	£0	n/a	0	0
31/03/17		£135	£125	£11	£0	£0	£0	n/a	0	0
31/03/16		£135	£121	£13	£0	£0	£0	n/a	0	0
31/03/15		£116	£115	£0	£0	£0	£0	n/a	0	0
31/03/14		£115	£108	£7	£0	£0	£0	n/a	0	0
31/03/13		£118	£104	£14	£0	£0	£0	n/a	0	0
31/03/12		£104	£97	£7	£0	£0	£0	n/a	0	0
05/04/11		£100	£96	£3	£0	£0	£0	n/a	0	0
05/04/10		£88	£96	£-8	£0	£0	£0	n/a	0	0
05/04/09		£82	£89	£-7	£0	£0	£0	n/a	0	0
05/04/08	*	£77	£83	£-7	£0	£0	£0	n/a	0	0
05/04/07		£86	£73	£13	£0	£0	£0	n/a	0	0
05/04/06		£78	£76	£3	£0	£0	£0	n/a	0	0
05/04/05		£76	£69	£7	£0	£0	£0	n/a	0	0
05/04/04		£68	£59	£10	£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 advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Cumbria,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
1 volunteer

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 79-81

CATHERINE REED Appointed: 2018, Occupation: Retired

DIANE CRAIG (Chair) Appointed: 1994, Occupation: Retired

FREDA MARY CHATFIELD Appointed: 2015, Occupation: Retred

JACQUELINE TANSEY Appointed: 2018, Occupation: Retired Naval Architect

MIKE TANSEY Appointed: 2015, Occupation: Retired Naval Architect

Legal constitution

Charitable company registered in England & Wales on 08/05/1967, number: 252082
Registered at Companies House on 24/02/1967, number: 00899018

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Homes England
Financial Conduct Authority

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
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR08: 17 days late,

Main office

Abbeyfield Society
Millennium House
237 Dalton Road
BARROW-IN-FURNESS
LA14 1PQ

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:

BARROW IN FURNESS AND ELSWHERE.

Data Sources