THE FAIRBANK SOCIETY

Charity number: 258882
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The main activity of the Charity is the provision of supported sheltered housing for elderly local people

Income and expenditure

Data for financial year ending 30 September 2025

Total income:
£580,715

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Donations and legacies £0
Charitable activities £553.15k
Other trading activities £0
Investments £24.22k
Other £3.34k

Total expenditure:
£569,065

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Raising funds £0
Charitable activities £557.46k
Other £11.60k

-£46,965 investments gains (losses)

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 £11.60k
Charitable expenditure £557.46k
Retained for future use £11.65k

People

19 Employee(s)

10 Trustee(s)

3 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:
  • General Charitable Purposes
  • Accommodation/housing
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
Where the charity operates:
  • Cumbria
  • Lancashire
  • North Yorkshire

Governance

Registration history:
  • 19 June 1969: Standard registration
Organisation type:
Charitable company
Other names:
  • THE ABBEYFIELD KIRKBY LONSDALE SOCIETY LIMITED (Previous name)
Company number:
00950104 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
  • 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
  • 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

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
DR DAVID GARETH THOMAS Chair 03 December 2013
KENDAL SOUTH CHOIR
Received: On time
Lorna Mary Wilson Trustee 05 March 2026
None on record
Michele Evelyn Emptage Trustee 05 March 2026
None on record
LYNDA SKINNER Trustee 26 January 2026
None on record
Lesley Janet Barrett Trustee 06 March 2025
None on record
Rev Anne Pettifor Trustee 03 March 2016
None on record
MARY QUINN Trustee 18 September 2014
KIRKBY LONSDALE RELIEF IN NEED CHARITY
Received: On time
Gillian Audrey Sykes Trustee 24 August 2012
CASTERTON VILLAGE HALL
Received: On time
CUMBRIA-WESTMORLAND FEDERATION OF WOMEN'S INSTITUTES
Received: On time
PAROCHIAL CHURCH COUNCIL FOR THE ECCLESIASTICAL PARISH OF THE KIRKBY LONSDALE TEAM MINISTRY
Received: On time
POOR'S LAND
Received: On time
MERLIN HIBBS Trustee 21 December 2011
None on record
Dr IAIN MELVIN BRIDE Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2021 30/09/2022 30/09/2023 30/09/2024 30/09/2025
Total gross income £451.48k £508.57k £536.53k £486.17k £580.72k
Total expenditure £453.62k £435.29k £507.28k £534.13k £569.07k
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
Income - Donations and legacies N/A £5.00k £320 N/A £0
Income - Other trading activities N/A £0 £0 N/A £0
Income - Charitable activities N/A £478.57k £510.97k N/A £553.15k
Income - Endowments N/A £0 £0 N/A £0
Income - Investment N/A £22.29k £22.86k N/A £24.22k
Income - Other N/A £2.70k £2.37k N/A £3.34k
Income - Legacies N/A £5.00k £0 N/A £0
Expenditure - Charitable activities N/A £435.29k £507.28k N/A £557.46k
Expenditure - Raising funds N/A £0 £0 N/A £0
Expenditure - Governance N/A £13.16k £0 N/A £0
Expenditure - Grants institution N/A £0 £0 N/A £0
Expenditure - Investment management N/A £0 £0 N/A £0
Expenditure - Other N/A £0 £0 N/A £11.60k

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 30/09/2021 30/09/2022 30/09/2023 30/09/2024 30/09/2025
Own use assets N/A £980.38k £977.34k N/A £972.18k
Long-term investments N/A £761.97k £805.00k N/A £911.19k
Other assets N/A £86.64k £119.26k N/A £25.57k
Defined benefit pension scheme asset or liability N/A £0 £0 N/A £0
Total liabilities N/A £15.38k £38.56k N/A £26.17k

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 2025 15 April 2026 On time
Accounts and TAR 30 September 2025 15 April 2026 On time Download Open in new window
Annual return 30 September 2024 16 April 2025 On time
Accounts and TAR 30 September 2024 16 April 2025 On time Download Open in new window
Annual return 30 September 2023 21 March 2024 On time
Accounts and TAR 30 September 2023 21 March 2024 On time Download Open in new window
Annual return 30 September 2022 07 April 2023 On time
Accounts and TAR 30 September 2022 07 April 2023 On time Download Open in new window
Annual return 30 September 2021 06 April 2022 On time
Accounts and TAR 30 September 2021 06 April 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 17/03/1969 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 10/01/2006 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 23/07/2014 NOW ARTICLES ADOPTED BY SPECIAL RESOLUTION DATED 24/04/2015 AS REGISTERED AT COMPANIES HOUSE ON 19/05/2015

Charitable objects

(1) TO PROVIDE SUPPORTED SHELTERED ACCOMMODATION AND OTHER SUPPORT FOR ADULTS TO RELIEVE LONELINESS, HARDSHIP, INSECURITY OR OTHER NEEDS AND TO ENABLE RESIDENTS TO LIVE ACTIVE FULFILLED LIVES AS FAR AS THEY ARE ABLE; AND (2) TO RELIEVE PEOPLE WITHIN THE WIDER COMMUNITY OF KIRKBY LONSDALE AND THE SURROUNDING AREA WHO ARE LONELY, INSECURE, SUFFER HARDSHIP OR ARE OTHERWISE IN NEED OF SUPPORT BY ENCOURAGING AND ENABLING INDIVIDUALS AND THE COMMUNITY AT LARGE TO ENGAGE WITH THEM.

Area of benefit

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

KIRKBY LONDSDALE

Contact information

Address:
The Fairbank Society
Fairbank
Kirkby Lonsdale
LA6 2BD
Phone:
01524271077
Email:
manager@fairbanksociety.com
Website:

fairbanksociety.com