Finance Score: -4

Governance Score: -6

Support Score: 0

Accounts filed more than 5 days late: -4 times
No PartB

Only 4 Trustees: -1
Narrow trustee age band: -2
Static board: -3

No supporters identified

Overall GiG Score: -10

THE ABBEYFIELD BURNHAM AND HIGHBRIDGE SOCIETY LIMITED

SHELTERED HOUSING FOR ELDERLY PERSONS

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

There are only 4 trustees
The Board composition appears to be rather static and 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 4 occasions over the last 5 years and the current period appears to have been extended

Established: 50 years

abbeyfieldburnham@gmail.com

01278783841

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		£116	£112	£4	n/a	n/a	n/a	n/a	n/a	0
30/09/21	*	£109	£130	£-21	n/a	n/a	n/a	n/a	n/a	0
30/09/20	*	£130	£120	£10	n/a	n/a	n/a	n/a	n/a	3
30/09/19	*	£119	£120	£-1	n/a	n/a	n/a	n/a	n/a	0
30/09/18	*	£109	£110	£0	£0	£0	£0	n/a	0	4
30/09/17		£100	£93	£7	£0	£0	£0	n/a	0	0
30/09/16		£93	£98	£-4	£0	£0	£0	n/a	0	0
30/09/15		£86	£85	£1	£0	£0	£0	n/a	0	0
30/09/14		£89	£77	£11	£0	£0	£0	n/a	0	0
30/09/13	*	£72	£63	£9	£0	£0	£0	n/a	0	0
30/09/12		£76	£67	£9	£0	£0	£0	n/a	0	0
30/09/11		£56	£60	£-4	£0	£0	£0	n/a	0	0
30/09/10		£56	£61	£-5	£0	£0	£0	n/a	0	0
30/09/09		£64	£80	£-16	£0	£0	£0	n/a	0	0
30/09/08		£63	£83	£-20	£0	£0	£0	n/a	0	0
30/09/07		£58	£60	£-2	£0	£0	£0	n/a	0	0
30/09/06		£64	£61	£3	£0	£0	£0	n/a	0	0
30/09/05		£61	£60	£1	£0	£0	£0	n/a	0	0
30/09/04		£59	£55	£4	£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 services

Where it operates

Somerset,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)

Current Trustees appointed

Age Range of Trustees: 65-77

SIDONIE BALL Appointed: 2019, Occupation: Retired

DAVID UNDERWOOD Appointed: 2019, Occupation: Retired

KAY HAINES Appointed: 2019, Occupation: Administrator

TOM ASHTON (Chair) Appointed: 2016, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 25/10/1974, number: 268379
Registered at Companies House on 02/09/1974, number: 01182566

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; AR21: 18 days late, AR20: 32 days late, AR19: 68 days late, AR18: 160 days late, AR13: 157 days late,

Main office

Abbeyfield Society
15 Berrow Road
BURNHAM-ON-SEA
Somerset
TA8 2EX

Objectives

THE RELIEF AND CARE OF ELDERLY PERSONS OF ALL CLASSES SUFFERING FROM THE DISABILITES OF OLD AGE OR OTHERWISE IN NEED.

Defined Area of Benefit:

SEDGEMOOR

Data Sources