Finance Score: -5

Governance Score: 1

Support Score: 3

Excess reserves: -3
Multiple Deficits: -2

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

Gov Income
Grant maker support: +3

Overall GiG Score: -1

ABBEYFIELD BRISTOL AND KEYNSHAM SOCIETY

Abbeyfield Bristol & Keynsham Society provides Supported Sheltered Housing to older people (average age 88) in Bristol and South Gloucestershire

Analysis by Giving is Great

Positives:

The charity has received Government grants and contracts
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:

This charity has substantial assets and unrestricted reserves of £5,291,434 available, equivalent to 34 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been less than spending

Established: 55 years
(58 years as a company)

www.abbeyfield-bristol.co.uk

e-mail@abbeyfield-bristol.co.uk

01179736997

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
30/09/22	£1,774	£1,888	£-114	£0	£5,291	£5,291	33.6	31	14
30/09/21	£1,648	£1,815	£-167	£0	£5,405	£5,405	35.7	30	8
30/09/20	£1,807	£1,848	£-41	£0	£5,572	£5,572	36.2	39	12
30/09/19	£1,789	£1,713	£76	£0	£5,613	£5,613	39.3	35	29
30/09/18	£1,695	£1,619	£76	£0	£5,537	£5,537	41	35	20
30/09/17	£1,434	£1,584	£-151	£0	£5,461	£5,461	41.4	36	0
30/09/16	£1,239	£1,292	£-53	£0	£5,611	£5,611	52.1	30	0
30/09/15	£1,294	£1,211	£84	£43	£5,664	£5,664	56.1	25	0
30/09/14	£1,540	£992	£548	£41	£5,580	£5,580	67.5	23	0
30/09/13	£929	£850	£79	£37	£4,396	£4,396	62.1	18	0
30/09/12	£800	£822	£-22	£36	£3,515	£3,515	51.3	17	0
30/09/11	£743	£660	£83	£39	£3,034	£3,034	55.2	14	0
30/09/10	£766	£745	£21	£41	£2,515	£2,391	38.5	18	0
30/09/09	£1,243	£1,255	£-13	£32	£2,494	£1,836	17.5	31	0
30/09/08	£1,625	£1,140	£485	£3	£2,507	£1,848	19.5	44	0
30/09/07	£1,198	£1,139	£58	£15	£2,021	£1,898	20	39	0
30/09/06	£1,013	£1,114	£-101	£0	£0	£0	n/a	0	0
30/09/05	£1,016	£1,060	£-43	£0	£0	£0	n/a	0	0
30/09/04	£1,102	£963	£139	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 38%
Liabilities/Income: 181%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 33.6 months
Net Current Assets/Spending: 7 months
Quick Ratio: 6.7

Asset Split ?

Listed activities

Accommodation/Housing

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Bath And North East Somerset, Bristol City, South Gloucestershire,

Who it helps

Elderly/Old People

Who works here?

31 employees
14 volunteers

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: 52-70

ANN CAROLE SMITH Appointed: 2020, Occupation: Company Director

DOUGLAS FLOYD WOOD Appointed: 2020, Occupation: Company Director

DR HAYLEY RICHARDS (Chair) Appointed: 2020, Occupation: Company Director, Other trusteeship: BRISTOL MIND,

EDWARD LANGSTON Appointed: 2017, Occupation: Retired Director

ROBERT TRELEAVEN KINSMAN Appointed: 2022, Occupation: Trustee

Legal constitution

Charitable company registered in England & Wales on 19/12/1968, number: 257532
Registered at Companies House on 01/03/1966, number: 00872566

Gift Aid

NOT 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; all on time

Main office

C/O FRANCES STRETTON
29 ALMA VALE ROAD
BRISTOL
BS8 2HL

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:

CITY OF BRISTOL

Data Sources