ABBEYFIELD THE DALES LIMITED

Charity number: 1160258
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Property management of housing and the provision of care and support needs (within some regulated services with the CQC) for the over 55s.

Income and expenditure

Data for financial year ending 31 March 2025

Total income:
£9,806,510

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Donations and legacies £0
Charitable activities £9.64m
Other trading activities £0
Investments £22.47k
Other £140.24k

Total expenditure:
£9,482,042

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Raising funds £0
Charitable activities £9.48m
Other £0

£0 investments gains (losses)

Total income includes £157,863 from 1 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £0
Charitable expenditure £9.48m
Retained for future use £324.47k

People

305 Employee(s)

10 Trustee(s)

28 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 2
£80k to £90k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Accommodation/housing
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Bradford City
  • Calderdale
  • Lancashire
  • Leeds City
  • North Yorkshire

Governance

Registration history:
  • 30 January 2015: Standard registration
  • 10 March 2020: Funds received from 225638 THE ABBEYFIELD (BRADFORD) SOCIETY LIMITED
  • 15 December 2020: Funds received from 257857 THE ABBEYFIELD ILKLEY SOCIETY LIMITED
Organisation type:
Charitable company
Other names:

No other names

Company number:
09008680 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
  • Homes England
Policies:
  • 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
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Andrew Richard Lockhart-Mirams Trustee 25 July 2025
None on record
Angela Hunt Trustee 31 May 2024
None on record
John Connelly Trustee 26 May 2023
None on record
Terence Patrick Carroll Trustee 16 December 2022
ABBEYFIELD ENGLAND LIMITED
Recently registered
Roger GRAHAM Rawling Trustee 25 February 2022
None on record
Andrea Lesley Hill Trustee 23 October 2020
None on record
Michael Ian Price Trustee 15 April 2019
None on record
IAN RICHARD HEPWORTH Trustee 15 April 2019
THE ILKLEY BANDSTAND 2000 TRUST
Received: On time
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST PETER'S, ADDINGHAM
Received: On time
ADDINGHAM OLD SCHOOL TRUST
Received: On time
Martin John Carter Trustee 07 December 2015
MANNINGHAM PROJECT LIMITED
Received: On time
DALE SMITH Trustee 04 November 2014
KIRKLANDS (MENSTON) TRUST
Received: On time
CANTERBURY IMAGINE
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Total gross income £7.99m £7.26m £7.79m £9.20m £9.81m
Total expenditure £7.17m £6.95m £7.46m £8.26m £9.48m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £453.92k £457.70k £151.65k £136.17k £157.86k
Income - Donations and legacies £959.94k £47.41k £6.73k £7.51k £0
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £6.53m £6.68m £7.63m £8.80m £9.64m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £1.68k £505 £234 £8.84k £22.47k
Income - Other £504.68k £535.59k £153.16k £386.68k £140.24k
Income - Legacies £1.45k £1.45k £5.45k £1.45k £0
Expenditure - Charitable activities £7.17m £6.95m £7.46m £8.26m £9.48m
Expenditure - Raising funds £0 £0 £0 £0 £0
Expenditure - Governance £18.37k £19.35k £26.40k £29.28k £36.00k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Own use assets £24.87m £24.63m £25.44m £26.08m £25.78m
Long-term investments £0 £0 £0 £0 £80.63k
Other assets £848.63k £766.20k £732.10k £1.13m £863.16k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £16.04m £15.61m £15.60m £16.25m £15.97m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2025 02 December 2025 On time
Accounts and TAR 31 March 2025 02 December 2025 On time Download Open in new window
Annual return 31 March 2024 04 October 2024 On time
Accounts and TAR 31 March 2024 04 October 2024 On time Download Open in new window
Annual return 31 March 2023 05 December 2023 On time
Accounts and TAR 31 March 2023 05 December 2023 On time Download Open in new window
Annual return 31 March 2022 07 October 2022 On time
Accounts and TAR 31 March 2022 07 October 2022 On time Download Open in new window
Annual return 31 March 2021 05 January 2022 On time
Accounts and TAR 31 March 2021 05 January 2022 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 24 APR 2014 as amended on 15 Apr 2019

Charitable objects

THE CHARITY IS ESTABLISHED FOR THE PUBLIC BENEFIT FOR THE FOLLOWING OBJECTS: 1. THE RELIEF AND CARE OF ELDERLY PERSONS OF ALL CLASSES, BELIEFS AND NATIONALITIES 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. THE PROVISION AND MANAGEMENT OF HOUSING, ACCOMMODATION OR ASSISTANCE, INCLUDING PROVIDING AND MAINTAINING OR ASSISTING IN PROVIDING AND MAINTAINING HOUSES AND HOMES (INCLUDING SOCIAL HOUSING WITHIN THE MEANING GIVEN IN SECTION 68 OF THE HOUSING AND REGENERATION ACT 2008), FOR THE RELIEF AND CARE OF ELDERLY PERSONS SUFFERING FROM THE DISABILITIES OF OLD AGE OR OTHERWISE BEING IN NEED. 5. SUCH OTHER PURPOSES RECOGNISED BY ENGLISH LAW AS CHARITABLE AS THE CHARITY SHALL DETERMINE FROM TIME TO TIME.

Contact information

Address:
ABBEYFIELD GROVE HOUSE
12 RIDDINGS ROAD
ILKLEY
LS29 9BF
Phone:
01943886000
Email:
INFO@ABBEYFIELDTHEDALES.CO.UK
Website:

www.abbeyfieldthedales.co.uk Open in new window