Finance Score: 0

Governance Score: -3

Support Score: 3

No PartB

Only 4 Trustees: -1
Narrow trustee age band: -2

Gov Income
Grant maker support: +3

Overall GiG Score: 0

THE ABBEYFIELD BUCKLAND MONACHORUM SOCIETY LIMITED

To provide sheltered housing for the elderly

Analysis by Giving is Great

Positives:

The charity has received Government grants
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity
There are only 4 trustees
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

Established: 50 years

https://www.abbeyfield.com/western/a/abbeyfie

01822 853448

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
30/09/23	£174	£156	£18	n/a	n/a	n/a	n/a	n/a	3
30/09/22	£163	£136	£27	n/a	n/a	n/a	n/a	n/a	5
30/09/21	£157	£136	£20	n/a	n/a	n/a	n/a	n/a	5
30/09/20	£132	£133	£-1	n/a	n/a	n/a	n/a	n/a	5
30/09/19	£146	£126	£20	n/a	n/a	n/a	n/a	n/a	5
30/09/18	£154	£124	£29	£0	£0	£0	n/a	0	0
30/09/17	£145	£121	£23	£0	£0	£0	n/a	0	0
30/09/16	£205	£116	£89	£0	£0	£0	n/a	0	0
30/09/15	£215	£101	£114	£0	£0	£0	n/a	0	0
30/09/14	£92	£79	£12	£0	£0	£0	n/a	0	0
30/09/13	£65	£80	£-15	£0	£0	£0	n/a	0	0
30/09/12	£68	£83	£-15	£0	£0	£0	n/a	0	0
30/09/11	£67	£75	£-8	£0	£0	£0	n/a	0	0
30/09/10	£64	£68	£-3	£0	£0	£0	n/a	0	0
30/09/09	£69	£67	£2	£0	£0	£0	n/a	0	0
30/09/08	£69	£63	£6	£0	£0	£0	n/a	0	0
30/09/07	£73	£59	£14	£0	£0	£0	n/a	0	0
30/09/06	£70	£60	£10	£0	£0	£0	n/a	0	0
30/09/05	£77	£74	£3	£0	£0	£0	n/a	0	0
30/09/04	£68	£53	£16	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Accommodation/Housing

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Devon,

Who it helps

Elderly/Old People

Who works here?

Unknown number of employees
3 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 70-86

KEN FARNHAM (Chair), Occupation: Builder, Other trusteeship: THE ABBEYFIELD SOUTH WEST SOCIETY LIMITED,

KEITH TOPHAM Appointed: 2015, Occupation: Retired

NICHOLAS MAXWELL Appointed: 2015, Occupation: Retired

ROSIE KEHOE Appointed: 2009, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 14/02/1974, number: 266471
Registered at Companies House on 13/04/1973, number: 01108309

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
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; all on time

Main office

Pilcher's Field
The Crescent
Crapstone
Yelverton
PL20 7PS

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 SPREADING 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. SUC OTHER PURPOSES RECOGNISED BY ENGLISH LAW AS CHARITABLE AS THE SOCIETY SHALL DETERMINE FROM TIME TO TIME.

Defined Area of Benefit:

NOT DEFINED

Data Sources