Finance Score: -4
Governance Score: 4
Support Score: 3
  • Accounts filed more than 5 days late: -4 times
  • No PartB
  • Only 3 Trustees: -2
  • Good trustee age range: +3
  • Gender balanced board: +3
  • Gov Income
  • Overall weighted support: +3
Overall GiG Score: 3 ?

THE ABBEYFIELD TAUNTON DEFENDAMUS SOCIETY LIMITED

The Abbeyfield Taunton Defendamus Society Ltd provides supported sheltered housing for older people. It combats loneliness and the worries of running a home, frequently experienced by older people. Residents have the privacy of their own flat/bed sitting room but share meals and social time together.
Analysis by Giving is Great

Positives:

  • The charity has received Government grants
  • There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

  • There are only 3 trustees

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • Accounts have been filed late on 4 occasions over the last 5 years and the current period appears to have been extended

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
30/06/23*£262£237£25n/an/an/an/an/an/a
30/06/22*£245£198£47n/an/an/an/an/an/a
30/06/21£226£245£-19n/an/an/an/an/an/a
30/06/20*£236£230£6n/an/an/an/an/an/a
30/06/19*£213£218£-5n/an/an/an/an/an/a
30/06/18£208£215£-7n/an/an/an/an/an/a
30/06/17£220£185£35n/an/an/an/an/an/a
30/06/16£210£159£51n/an/an/an/an/an/a
30/06/15*£237£156£82n/an/an/an/an/an/a
30/06/14£225£169£56n/an/an/an/an/an/a
30/06/13£196£213£-16n/an/an/an/an/an/a
30/06/12£215£194£21n/an/an/an/an/an/a
30/06/11£223£182£41n/an/an/an/an/an/a
30/06/10£240£177£63n/an/an/an/an/an/a
30/06/09£230£180£50n/an/an/an/an/an/a
30/06/08£115£126£-12n/an/an/an/an/an/a
30/06/07£70£53£17n/an/an/an/an/an/a
30/06/06£71£60£12n/an/an/an/an/an/a
30/06/05£69£76£-7n/an/an/an/an/an/a
30/06/04£236£110£127n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 57 years

abbeyfield-taunton@abbeyfield.com

01823251311

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Accommodation/Housing
GiG Classification
  • Practical support, advice & companionship
How it operates
  • Provides buildings/facilities/open space
  • Provides human resources
  • Provides services
Where it operates
  • Somerset,
Who it helps
  • Elderly/Old People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)
Current Trustees appointed
Gender Split

Age Range of Trustees: 31-87
  • COLIN WEEKS Appointed: 2022, Occupation: Finance Director
  • DAVID LEWIS (Chair) Appointed: 2017, Occupation: Retired
  • ROSEMARY HARRIS Appointed: 2019, Occupation: Retired
Legal constitution
  • Charitable company registered in England & Wales on 16/08/1967, number: 253429
  • Registered at Companies House on 10/03/1967, number: 00900502
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves 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
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Volunteer management
Filing Record
20 returns made; AR23: 127 days late, AR22: 8 days late, AR20: 146 days late, AR19: 103 days late, AR15: 32 days late,
Main office

A C MOLE & SONS
STAFFORD HOUSE
BLACKBROOK PARK AVENUE
TAUNTON
TA1 2PX

Objectives

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.

Defined Area of Benefit:

TAUNTON AND ELSEWHERE

Data Sources

Charity Commission for England and Wales

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