THE ABBEYFIELD WALTHAM ABBEY SOCIETY LIMITED

Charity number: 221563
Charity reporting is up to date (22 days late)

Charity overview

Activities - how the charity spends its money

Provision of sheltered accommodation for the elderly

Income and expenditure

Data for financial year ending 30 September 2023

Total income: £286,078
Total expenditure: £341,105

People

3 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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:
  • Accommodation/housing
Who the charity helps:
  • Elderly/old People
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Provides Human Resources
Where the charity operates:
  • Essex

Governance

Registration history:
  • 15 June 2005: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
00704595 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
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
  • Investing charity funds 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
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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Beverley Steed Trustee 16 April 2019
None on record
Valerie Davis Trustee 15 March 2017
None on record
GILLIAN NEGUS Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Total gross income £348.83k £370.56k £271.18k £244.20k £286.08k
Total expenditure £306.96k £327.58k £312.07k £324.17k £341.11k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A £1.47k N/A N/A

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 30 September 2023 21 August 2024 22 days late
Accounts and TAR 30 September 2023 21 August 2024 22 days late Download Open in new window
Annual return 30 September 2022 28 July 2023 On Time
Accounts and TAR 30 September 2022 28 July 2023 On Time Download Open in new window
Annual return 30 September 2021 29 July 2022 On Time
Accounts and TAR 30 September 2021 29 July 2022 On Time Download Open in new window
Annual return 30 September 2020 29 July 2021 On Time
Accounts and TAR 30 September 2020 29 July 2021 On Time Download Open in new window
Annual return 30 September 2019 28 July 2020 On Time
Accounts and TAR 30 September 2019 28 July 2020 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 2ND OCTOBER 1961

Charitable objects

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. FOR FURTHER DETAILS, SEE MEMORANDUM AND ARTICLES.

Area of benefit

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

WALTHAM ABBEY AND ELSEWHERE

Linked charities

Linked charities
Linked charity 221563-1 CHARITY OF MABEL CLARISSE WARBURTON
Governing document
WILL PROVED 23 MARCH 1962 AND SCHEMES OF 14 DECEMBER 1964, 1 FEBRUARY 1977, 22 OCTOBER 1982 AND 12 AUGUST 2003.
Charitable objects
(1A) THE PROVISION OF HOUSING ACCOMMODATION FOR THE BENEFICIARIES; AND (1B) SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE RESIDENTS AS THE TRUSTEE DECIDES. (2) THE TRUSTEES MUST GIVE PREFERENCE TO PERSONS WHO WERE BORN IN OR RESIDE IN THE ANCIENT PARISH OF WALTHAM HOLY CROSS. (3) IF AND IN SO FAR AS THE TRUSTEE IS UNABLE TO FIND BENEFICIARIES AS MENTIONED IN CLAUSE 4(1) THE HOMES MAY BE OCCUPIED BY BENEFICIARIES FROM OUTSIDE OF THE AREA OF BENEFIT. (4) THE LAND IDENTIFIED IN THE SCHEDULE TO THIS SCHEME MUST BE RETAINED BY THE TRUSTEE FOR USE FOR THE OBJECTS OF THE CHARITY, SUBJECT TO CLAUSE 9 OF THIS SCHEME.
Area of benefit
THE ANCIENT PARISH OF WALTHAM HOLY CROSS.
Registration history
  • 15 June 2005 : Standard registration

Contact information

Address:
Abbeyfield Society
Clarisse Lodge
Meadow Cross
Waltham Abbey
EN9 3DJ
Phone:
01992719003
Email:
manager@abbeyfieldwa.co.uk
Website:

www.abbeyfield.com Open in new window