Finance Score: -2

Governance Score: 4

Support Score: 0

Accounts filed more than 5 days late: -2 times
No PartB

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

No supporters identified

Overall GiG Score: 2

ABBEYFIELD (EXMOUTH) SOCIETY LIMITED

Provision of supported sheltered accommodation for up to 13 independent older people in 12 x studio flats and 1 x maisonette in one building, Harding House, in Exmouth, East Devon. Two cooked meals a day in communal dining room. Residents prepare own breakfasts. Communal lounge and garden. General and domestic support provided by staff - not 24 hours. Residents buy in personal care if needed.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

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
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

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
31/07/23		£190	£188	£2	n/a	n/a	n/a	n/a	n/a	0
31/07/22		£155	£177	£-22	n/a	n/a	n/a	n/a	n/a	0
31/07/21		£190	£151	£38	n/a	n/a	n/a	n/a	n/a	0
31/07/20	*	£189	£153	£36	n/a	n/a	n/a	n/a	n/a	0
31/07/19	*	£190	£203	£-13	n/a	n/a	n/a	n/a	n/a	2
31/07/18		£163	£146	£17	£0	£0	£0	n/a	0	0
31/07/17		£148	£138	£9	£0	£0	£0	n/a	0	0
31/07/16		£134	£134	£1	£0	£0	£0	n/a	0	0
31/07/15		£152	£151	£1	£0	£0	£0	n/a	0	0
31/07/14		£161	£158	£3	£0	£0	£0	n/a	0	0
31/07/13		£130	£134	£-3	£0	£0	£0	n/a	0	0
31/07/12		£133	£127	£6	£0	£0	£0	n/a	0	0
31/07/11		£129	£117	£12	£0	£0	£0	n/a	0	0
31/07/10		£116	£117	£-1	£0	£0	£0	n/a	0	0
31/07/09		£108	£115	£-7	£0	£0	£0	n/a	0	0
31/07/08		£101	£123	£-21	£0	£0	£0	n/a	0	0
31/07/07		£91	£106	£-15	£0	£0	£0	n/a	0	0
31/07/06		£115	£89	£26	£0	£0	£0	n/a	0	0
31/07/05		£88	£95	£-7	£0	£0	£0	n/a	0	0
31/07/04		£99	£85	£14	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 48 years
(54 years as a company)

www.abbeyfield.com/member-societies/western/a

abbeyfieldexmouth@btconnect.com

01395 277404

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Practical support, advice & companionship

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Devon,

Who it helps

Elderly/Old People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 66-80

EILEEN BEECH Appointed: 2021, Occupation: Retired

FRANCIS RICHARD KING SAME Appointed: 2020

HEDLEY STUART RITCHIE (Chair) Appointed: 2014, Occupation: Fire Safety Consultant

LYNNE MARY ELSON Appointed: 2010, Occupation: Administrator

MARY ELIZABETH LAWRENCE Appointed: 2012, Occupation: Retired Teacher

REV ROBERT SELLERS Appointed: 2022, Occupation: Priest, Other trusteeships: EXMOUTH WELFARE TRUST, THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF WITHYCOMBE RALEIGH,

VIVIEN BERNICE ANNE DUVAL-STEER Appointed: 2023, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 21/05/1976, number: 271317
Registered at Companies House on 23/06/1970, number: 00982753

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

20 returns made; AR20: 16 days late, AR19: 91 days late,

Main office

Abbeyfield Society (Exmouth) Ltd
101 Salterton Road
EXMOUTH
Devon
EX8 2NG

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:

EXMOUTH

Data Sources