Finance Score: -8

Governance Score: -7

Support Score: 0

Excess reserves: -4
Spending falling: -1
Volatile income: -3

No conflicts policy: -1
Narrow trustee age band: -2
Static board: -3
Mainly male board: -1

No supporters identified

Overall GiG Score: -15

THE ABBEYFIELD WORCESTER AND HEREFORD SOCIETY LIMITED

The principal activity of the Society is the provision of accommodation, care and companionship for lonely & frail elderly people in accordance with the aims and prinicples of The Abbeyfield Society.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
This charity does not have a Conflict of Interests policy
The Board is predominantly male
The Board composition appears to be rather static and has little diversity in terms of age

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £2,400,654 available, equivalent to 49 months of spending and so may not be able to utilise additional funding
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile recently

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		£575	£588	£-13	£0	£2,402	£2,401	49	16	0
30/09/21		£511	£597	£-86	£0	£2,415	£2,405	48.4	15	0
30/09/20		£714	£698	£15	£129	£2,200	£2,192	37.7	14	0
30/09/19		£1,766	£1,643	£123	£976	£2,163	£2,159	15.8	16	0
30/09/18		£1,657	£1,753	£-96	£1,015	£2,040	£2,039	14	17	1
30/09/17		£1,756	£2,004	£-249	£1,301	£2,136	£2,135	12.8	15	0
30/09/16		£64	£301	£-236	£0	£0	£0	n/a	0	0
30/09/15		£92	£110	£-18	£0	£0	£0	n/a	0	0
30/09/14		£100	£93	£7	£0	£0	£0	n/a	0	0
30/09/13		£103	£90	£13	£0	£0	£0	n/a	0	0
30/09/12		£105	£89	£16	£0	£0	£0	n/a	0	0
30/09/11		£86	£92	£-6	£0	£0	£0	n/a	0	0
30/09/10		£81	£95	£-14	£0	£0	£0	n/a	0	0
30/09/09		£102	£83	£19	£0	£0	£0	n/a	0	0
30/09/08		£134	£108	£26	£0	£0	£0	n/a	0	0
30/09/07		£84	£75	£9	£0	£0	£0	n/a	0	0
30/09/06		£77	£75	£3	£0	£0	£0	n/a	0	0
30/09/05		£63	£72	£-10	£0	£0	£0	n/a	0	0
30/09/04	*	£69	£77	£-8	£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: 43%
Liabilities/Income: 310%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 49 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.8

Asset Split ?

Established: 55 years

www.abbeyfield.com

01905317850

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing

GiG Classification

Services for the elderly

How it operates

Provides buildings/facilities/open space

Where it operates

Worcestershire,

Who it helps

Elderly/Old People

Who works here?

16 employees

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: 80-81

DR STUART GEOFFREY KING Appointed: 2017, Other trusteeships: THE ROTARY CLUB OF WORCESTER BENEVOLENT TRUST FUND, WORCESTER ROTARY CLUB SAWYER TRUST,

GERALD HARRIS (Chair) Appointed: 2014, Occupation: Company Director

PAMELA JAYNE RAYER Appointed: 2000, Occupation: Retired Bank Official

PETER CHARLES SCAIFF Appointed: 2016, Occupation: Director

PETER SCOTT KENDAL Appointed: 2014, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 11/11/1969, number: 259776
Registered at Companies House on 15/09/1969, number: 00961985

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Homes England

Policies in force

Complaints handling
Paying staff
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR04: 1 days late,

Main office

WHISTON COURT
20 WHITE LADIES CLOSE
WORCESTER
WR1 1QA

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. (FOR FURTHER DETAILS SEE CLAUSE 3 OF THE MEMORANDUM OF ASSOCIATION INCORPORATED 15TH SEPTEMBER 1969)

Defined Area of Benefit:

UNRESTRICTED

Data Sources