Finance Score: -1

Governance Score: 9

Support Score: 0

Reasonable growth: +1
Multiple Deficits: -2
No PartB

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

No supporters identified

Overall GiG Score: 8

THE ABBEYFIELD TIVERTON SOCIETY LIMITED

provision of accommodation and support for the elderly

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

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		£93	£114	£-20	n/a	n/a	n/a	n/a	n/a	1
31/03/22		£93	£114	£-20	n/a	n/a	n/a	n/a	n/a	2
31/03/21		£95	£93	£2	n/a	n/a	n/a	n/a	n/a	2
31/03/20		£112	£110	£2	n/a	n/a	n/a	n/a	n/a	2
31/03/19		£117	£82	£35	n/a	n/a	n/a	n/a	n/a	4
31/03/18		£112	£76	£36	£0	£0	£0	n/a	0	0
31/03/17		£96	£78	£18	£0	£0	£0	n/a	0	0
31/03/16		£104	£95	£9	£0	£0	£0	n/a	0	0
31/03/15		£123	£78	£45	£0	£0	£0	n/a	0	0
31/03/14		£102	£83	£19	£0	£0	£0	n/a	0	0
31/03/13		£102	£84	£18	£0	£0	£0	n/a	0	0
31/03/12		£107	£74	£33	£0	£0	£0	n/a	0	0
31/03/11		£72	£66	£6	£0	£0	£0	n/a	0	0
31/03/10		£89	£66	£23	£0	£0	£0	n/a	0	0
31/03/09		£97	£63	£34	£0	£0	£0	n/a	0	0
31/03/08		£98	£57	£41	£0	£0	£0	n/a	0	0
31/03/07	*	£95	£53	£43	£0	£0	£0	n/a	0	0
31/03/06		£82	£50	£32	£0	£0	£0	n/a	0	0
31/03/05		£56	£41	£15	£0	£0	£0	n/a	0	0
31/03/04	*	£48	£37	£11	£0	£0	£0	n/a	0	0

Show more rows -->

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Highest pay bracket: less than £60,000

Established: 51 years

www.abbeyfield.com

Abbeyfield-Tiverton@abbeyfield.com

01884252392

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Services for the elderly

How it operates

Provides buildings/facilities/open space

Where it operates

Devon,

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 (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 37-84

ESTHER BURD Appointed: 2023, Occupation: Accountant

RICHARD FLOWER Appointed: 2022, Occupation: Retired

SUSAN GREEN Appointed: 2022, Occupation: Trustee

BRIAN POCOCK (Chair) Appointed: 2002, Occupation: Retired

MR MATT SHAW Appointed: 2014, Occupation: Project Manager

MRS PAT DALBY Appointed: 2011, Occupation: Retired

PENELOPE ANN WATERMAN, Occupation: Business Partner

SHARON BRADSHAW Appointed: 2018, Occupation: Administrator

Legal constitution

Charitable company registered in England & Wales on 25/09/1973, number: 265782
Registered at Companies House on 14/02/1973, number: 01095865

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Homes England

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
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
Volunteer management

Filing Record

20 returns made; AR07: 3 days late, AR04: 24 days late,

Main office

Abbeyfield Tiverton Society Ltd
Duffield House
2 St. Pauls Square
Tiverton
EX16 5HZ

Objectives

1) THE RELIEF AND CARE OF ELDERLY PERSONS OF ALL CLASSES SUFFERING FROM THE DISABILITIES OF OLD AGE OR OTHERWISE IN NEED. 2) THE SPEADING OF CHRISTIAN PRINCIPLES TO ALL HUMAN RELATIONSHIPS AND THE APPLICATION OF HUMANITARIAN AIMS TO PROMOTE THE RELIEF OF THE ELDERLY. 3) TO PROVIDE FURTHER EDUCATION IN THE SPHERE OF VOLUNTARY WORK, SOCIAL WORK AND SIMILAR ACTIVITIES SO AS TO INCULCATE THE PRINCIPLES OF GOOD CITIZENSHIP. 4) SUCH OTHER PURPOSES RECOGNISED BY ENGLIS LAW AS CHARITABLE AS THE SOCIETY SHALL DETERMINE FROM TIME TO TIME.

Defined Area of Benefit:

TIVERTON

Data Sources