Finance Score: -2

Governance Score: -1

Support Score: 3

Deficit latest year: -2
No PartB

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

Gov Income
Grant maker support: +3

Overall GiG Score: 0

ABBEYFIELD COTSWOLD LTD

Provides family style very sheltered accommodation for elderly people. A redsident Housekeeper living next door cooks two meals a day and provides some support to the residents. Personal care is not provided and residents are expected to be described as living independantly.

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:

There are only 3 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
Income was significantly lower than spending in the latest year

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		£71	£89	£-18	n/a	n/a	n/a	n/a	n/a	0
30/09/22		£71	£73	£-1	n/a	n/a	n/a	n/a	n/a	4
30/09/21		£61	£67	£-6	n/a	n/a	n/a	n/a	n/a	4
30/09/20		£70	£74	£-4	n/a	n/a	n/a	n/a	n/a	4
30/09/19		£83	£72	£11	n/a	n/a	n/a	n/a	n/a	4
30/09/18		£87	£75	£11	£0	£0	£0	n/a	0	0
30/09/17		£99	£75	£23	£0	£0	£0	n/a	0	0
30/09/16	*	£88	£72	£16	£0	£0	£0	n/a	0	0
30/09/15	*	£91	£86	£5	£0	£0	£0	n/a	0	0
30/09/14	*	£87	£78	£9	£0	£0	£0	n/a	0	0
30/09/13		£89	£86	£2	£0	£0	£0	n/a	0	0
30/09/12?	*	£74	£72	£2	£0	£0	£0	n/a	0	0
30/09/10		£62	£63	£-1	£0	£0	£0	n/a	0	0
30/09/09	*	£66	£77	£-11	£0	£0	£0	n/a	0	0
30/09/08	*	£65	£67	£-3	£0	£0	£0	n/a	0	0
30/09/07	*	£68	£71	£-3	£0	£0	£0	n/a	0	0
30/09/06	*	£66	£65	£1	£0	£0	£0	n/a	0	0
30/09/05	*	£67	£58	£9	£0	£0	£0	n/a	0	0
30/09/04		£66	£56	£9	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 46 years
(56 years as a company)

www.abbeyfieldcotswold.co.uk

colinjones.finance@gmail.com

01684273796

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
General Charitable Purposes

GiG Classification

Services for people with disabilities

How it operates

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

Where it operates

Gloucestershire,

Who it helps

Elderly/Old People

Who supports them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Henry Smith Charity - Grant to Abbeyfield Cotswold Ltd
£3,500	13/06/2013	towards the renovation of sheltered housing for older people in Gloucestershire

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

Age Range of Trustees: 79-83

DR ANDREW CROWTHER (Chair) Appointed: 2011, Occupation: Retired

LESLEY SHEILA CHATHAM Appointed: 2017, Occupation: Businesswoman

ROGER HEWINS WORKMAN, Occupation: Company Director, Other trusteeship: KEMERTON CONSERVATION TRUST,

Legal constitution

Charitable company registered in England & Wales on 09/05/1978, number: 275458
Registered at Companies House on 30/10/1967, number: 00920406

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 risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

19 returns made; AR16: 35 days late, AR15: 3 days late, AR14: 27 days late, AR12: 1429 days late, AR09: 25 days late, AR08: 389 days late, AR07: 62 days late, AR06: 757 days late, AR05: 398 days late,

Main office

Abbeyfield Society
49 Church Street
TEWKESBURY
GL20 5SN

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:

TEWKESBURY

Data Sources