Finance Score: -8

Governance Score: 6

Support Score: 0

Accounts overdue -5
Accounts filed more than 5 days late: -3 times
No PartB

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

No supporters identified

Overall GiG Score: -2

THE ABBEYFIELD TAUNTON DEFENDAMUS SOCIETY LIMITED

The Abbeyfield Taunton Defendamus Society Ltd provides supported sheltered housing for older people. It combats loneliness and the worries of running a home, frequently experienced by older people. Residents have the privacy of their own flat/bed sitting room but share meals and social time together.

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

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing and returns have been filed late on 3 occasions over the last 5 years

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
30/06/22	*	£245	£198	£47	n/a	n/a	n/a	n/a	n/a	2
30/06/21		£226	£245	£-19	n/a	n/a	n/a	n/a	n/a	2
30/06/20	*	£236	£230	£6	n/a	n/a	n/a	n/a	n/a	2
30/06/19	*	£213	£218	£-5	n/a	n/a	n/a	n/a	n/a	4
30/06/18		£208	£215	£-7	£0	£0	£0	n/a	0	5
30/06/17		£220	£185	£35	£0	£0	£0	n/a	0	0
30/06/16		£210	£159	£51	£0	£0	£0	n/a	0	0
30/06/15	*	£237	£156	£82	£0	£0	£0	n/a	0	0
30/06/14		£225	£169	£56	£0	£0	£0	n/a	0	0
30/06/13		£196	£213	£-16	£0	£0	£0	n/a	0	0
30/06/12		£215	£194	£21	£0	£0	£0	n/a	0	0
30/06/11		£223	£182	£41	£0	£0	£0	n/a	0	0
30/06/10		£240	£177	£63	£0	£0	£0	n/a	0	0
30/06/09		£230	£180	£50	£0	£0	£0	n/a	0	0
30/06/08		£115	£126	£-12	£0	£0	£0	n/a	0	0
30/06/07		£70	£53	£17	£0	£0	£0	n/a	0	0
30/06/06		£71	£60	£12	£0	£0	£0	n/a	0	0
30/06/05		£69	£76	£-7	£0	£0	£0	n/a	0	0
30/06/04		£236	£110	£127	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 57 years

abbeyfield-taunton@abbeyfield.com

01823251311

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Services for the elderly

How it operates

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

Where it operates

Somerset,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
2 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
Somerset Community Foundation - Community meal and activity for older people
£400	23/11/2022	Grant to Abbeyfield Taunton Defendamus Society Ltd

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 30-86

ANN KENNEDY WHYTE, Occupation: Retired Teacher

COLIN WEEKS Appointed: 2022, Occupation: Finance Director, Other trusteeship: ABBEYFIELD (EAST DEVON) SOCIETY LIMITED,

DAVID ALLWRIGHT Appointed: 2019, Occupation: Retired

DAVID LEWIS (Chair) Appointed: 2017, Occupation: Retired, Other trusteeship: THE ROTARY CLUB OF TAUNTON CHARITY TRUST FUND,

ROSEMARY HARRIS Appointed: 2019, Occupation: Retired, Other trusteeship: ABBEYFIELD (EAST DEVON) SOCIETY LIMITED,

Legal constitution

Charitable company registered in England & Wales on 16/08/1967, number: 253429
Registered at Companies House on 10/03/1967, number: 00900502

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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

Filing Record

19 returns made; AR22: 8 days late, AR20: 146 days late, AR19: 103 days late, AR15: 32 days late,

Main office

A C MOLE & SONS
STAFFORD HOUSE
BLACKBROOK PARK AVENUE
TAUNTON
TA1 2PX

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:

TAUNTON AND ELSEWHERE

Data Sources