THE ABBEYFIELD WHITEHAVEN SOCIETY LIMITED

Charity number: 230050
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Provides Sheltered Housing for older people

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £278,550
Total expenditure: £272,997

People

4 Trustee(s)

1 Volunteer(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
  • People With Disabilities
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Cumbria

Governance

Registration history:
  • 08 April 1964: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
00766744 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
  • 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
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses 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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Marian Smith Trustee 16 August 2023
None on record
Nicola Scott Trustee 16 August 2023
None on record
Christine Wilson Trustee 16 August 2023
None on record
Mildred Josephine Linstead Trustee 01 November 2022
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 £217.50k £219.48k £195.38k £223.92k £278.55k
Total expenditure £209.52k £219.62k £222.87k £231.38k £273.00k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A 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 31 March 2024 31 October 2024 On Time
Accounts and TAR 31 March 2024 31 October 2024 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 03 February 2023 3 days late
Accounts and TAR 31 March 2022 03 February 2023 3 days late Download Open in new window
Annual return 31 March 2021 10 January 2022 On Time
Accounts and TAR 31 March 2021 10 January 2022 On Time Download Open in new window
Annual return 31 March 2020 20 February 2021 20 days late
Accounts and TAR 31 March 2020 02 March 2021 30 days late 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 DATED 20 JUNE 1963 AS AMENDED 14 OCTOBER 2009

Charitable objects

RELIEF OF AGED IMPOTENT AND POOR PERSONS OF ALL CLASSES, FOR THE ADVANCEMENT OF RELIGION AND EDUCATION AND FOR OTHER CHARITABLE PURPOSES BENEFICIAL TO THE COMMUNITY INCLUDING THE PROVISION OF HOUSES ETC. FOR LINELY, OLD OR HANDICAPPED PERSONS. (FOR DETAILS SEE MEMORANDUM OF ASSOCIATION. CLAUSE 3.)

Area of benefit

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

WHITEHAVEN

Contact information

Address:
The Abbeyfield Whitehaven Society L
Ltd
Johnson House
Hillcrest Avenue
WHITEHAVEN
CA28 6SU
Phone:
07845736401
Email:
info@johnsonhouse.org.uk
Website:

No information available