AVALON GROUP (SOCIAL CARE)

Charity number: 1048236
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Avalon strives to support adults in need of care to be full citizens and to live as independently as possible in a supportive environment. Family Living for support long or short term in a family based setting. Supported Living for accommodation, tenancy and community support services.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£12,361,269

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Donations and legacies £23.08k
Charitable activities £12.26m
Other trading activities £0
Investments £40.65k
Other £39.18k

Total expenditure:
£12,317,151

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Raising funds £0
Charitable activities £12.32m
Other £0

£0 investments gains (losses)

Total income includes £11,743,206 from 10 government contract(s) and £31,711 from 5 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 £12.32m
Retained for future use £44.12k

People

336 Employee(s)

7 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 2
£90k to £100k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

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

What, who, how, where

What the charity does:
  • Education/training
  • Disability
  • Accommodation/housing
  • Other Charitable Purposes
Who the charity helps:
  • Elderly/old People
  • People With Disabilities
  • Other Defined Groups
How the charity helps:
  • Provides Services
Where the charity operates:
  • City Of Wakefield
  • City Of York
  • Doncaster
  • Kirklees
  • Middlesbrough
  • North Yorkshire
  • Redcar And Cleveland
  • Stockton-on-tees

Governance

Registration history:
  • 26 July 1995: Standard registration
Organisation type:
Charitable company
Other names:
  • ADULT PLACEMENT SERVICES (Working name)
  • AVALON (Working name)
  • ADULT PLACEMENT SERVICES (Previous name)
Company number:
02976727 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity 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
  • 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
Land and property:
This charity owns and/or leases 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Jonathan May Trustee 05 June 2025
None on record
Naomi Carey Trustee 28 November 2024
None on record
Stephen Perry Trustee 15 August 2024
None on record
Keith Nurcombe Trustee 15 August 2024
None on record
Kirsty Needham Trustee 18 May 2023
None on record
Michael Purvis Trustee 18 May 2023
None on record
Joseph Bradley Trustee 17 January 2020
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £10.95m £11.60m £11.54m £11.57m £12.36m
Total expenditure £10.76m £11.37m £11.52m £11.55m £12.32m
Income from government contracts £10.35m £10.69m £11.25m £10.89m £11.74m
Income from government grants £29.98k £221.32k £271.37k £27.79k £31.71k
Income - Donations and legacies £36.87k £262.83k £293.40k £49.47k £23.08k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £10.91m £11.26m £11.25m £11.50m £12.26m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £3.98k £474 £891 £17.89k £40.65k
Income - Other £0 £74.43k £0 £0 £39.18k
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £10.76m £11.37m £11.52m £11.55m £12.32m
Expenditure - Raising funds £0 £0 £0 £0 £0
Expenditure - Governance £12.60k £12.60k £13.79k £18.57k £17.61k
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 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £582.61k £559.02k £584.29k £626.95k £596.37k
Long-term investments £0 £0 £0 £0 £0
Other assets £2.54m £3.50m £3.62m £3.21m £3.40m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £1.45m £2.15m £2.28m £1.89m £2.00m

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 2024 02 January 2025 On time
Accounts and TAR 31 March 2024 02 January 2025 On time Download Open in new window
Annual return 31 March 2023 12 January 2024 On time
Accounts and TAR 31 March 2023 12 January 2024 On time Download Open in new window
Annual return 31 March 2022 18 January 2023 On time
Accounts and TAR 31 March 2022 18 January 2023 On time Download Open in new window
Annual return 31 March 2021 06 January 2022 On time
Accounts and TAR 31 March 2021 06 January 2022 On time Download Open in new window
Annual return 31 March 2020 21 January 2021 On time
Accounts and TAR 31 March 2020 21 January 2021 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 OF ASSOCIATION INCORPORATED 7 OCTOBER 1994 AS AMENDED BY SPECIAL RESOLUTION DATED 17 JULY 1995 as amended on 12 Nov 2020 as amended on 14 Dec 2020 as amended on 11 Dec 2020

Charitable objects

The relief of persons in Yorkshire and Northern England and elsewhere in the United Kingdom (hereinafter called the ?area of benefit?) who are disabled or otherwise vulnerable by providing, directly or indirectly, a range of services which may include domiciliary, housing support or placements with shared lives carers with the object of improving their conditions of life.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NORTH YORKSHIRE OR ELSEWHERE IN THE U.K.

Contact information

Address:
Avalon Group
6 Grove Park Court
Harrogate
HG1 4DP
Phone:
01423 530053
Email:
enquire@avalongroup.org.uk
Website:

www.avalongroup.org.uk Open in new window