Finance Score: -2

Governance Score: 1

Support Score: 0

Accounts filed more than 5 days late: -2 times
No PartB

Narrow trustee age band: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -1

THE ABBEYFIELD BARNARD CASTLE SOCIETY LIMITED

PROVIDE SHELTERED ACCOMMODATION WITH SUPPORT FOR ELDERLY PEOPLE

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 gender

Regulatory & Governance issues to consider:

The Board 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
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

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	*	£152	£146	£6	n/a	n/a	n/a	n/a	n/a	2
31/03/22		£155	£139	£16	n/a	n/a	n/a	n/a	n/a	1
31/03/21		£164	£144	£20	n/a	n/a	n/a	n/a	n/a	3
31/03/20	*	£179	£145	£34	n/a	n/a	n/a	n/a	n/a	5
31/03/19		£143	£132	£12	n/a	n/a	n/a	n/a	n/a	9
31/03/18	*	£142	£138	£4	£0	£0	£0	n/a	0	0
31/03/17		£252	£154	£98	£0	£0	£0	n/a	0	0
31/03/16?		£155	£156	£-1	£0	£0	£0	n/a	0	0
28/02/15		£169	£139	£30	£0	£0	£0	n/a	0	0
28/02/14		£158	£152	£5	£0	£0	£0	n/a	0	0
28/02/13		£0	£0	£0	£0	£0	£0	n/a	0	0
29/02/12		£206	£195	£11	£0	£0	£0	n/a	0	0
28/02/11		£173	£159	£14	£0	£0	£0	n/a	0	0
28/02/10		£166	£166	£0	£0	£0	£0	n/a	0	0
28/02/09		£154	£157	£-3	£0	£0	£0	n/a	0	0
28/02/08		£157	£143	£13	£0	£0	£0	n/a	0	0
28/02/07	*	£166	£161	£5	£0	£0	£0	n/a	0	0
28/02/06	*	£152	£142	£9	£0	£0	£0	n/a	0	0
28/02/05		£125	£122	£3	£0	£0	£0	n/a	0	0
29/02/04		£135	£117	£18	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 56 years

abbeyfield.com

abbeyfieldbc@gmail.com

01833638116

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing

GiG Classification

Practical support, advice & companionship

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Durham,

Who it helps

Elderly/Old People

Who supports 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 Abbeyfield Barnard Castle Society
£1,467	23/10/2021	We would like to purchase outdoor seating, a large parasol, tables and chairs so residents can use them to socialise.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 62-75

CAROL PARKER Appointed: 2020, Occupation: Retired

DR JENNIFER WHITE Appointed: 2013, Occupation: Retired

LINDA CATHERINE BIRD Appointed: 2013, Occupation: Retired, Other trusteeship: DURHAM COMMUNITY ACTION LIMITED,

STANLEY GEORGE BEDWELL Appointed: 2021, Occupation: Company Director

STUART PATTERSON Appointed: 2015, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 23/01/1968, number: 254881
Registered at Companies House on 16/05/1967, number: 00906197

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
Investment
Paying staff
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; AR23: 93 days late, AR20: 12 days late, AR18: 1 days late, AR07: 115 days late, AR06: 506 days late,

Main office

Abbeyfield House
Galgate
BARNARD CASTLE
DL12 8BL

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:

BARNARD CASTLE

Data Sources