BritDB

CCEW Charity Commission profile

ABBEYFIELD NORTH MERSEY (EXTRA CARE) SOCIETY TRUST

Registered charity 1000909 · organisation 1000909

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Trust
Registered
14 November 1990
Removed
Not supplied
Financial period
1 April 2024 – 31 March 2025
Latest income
£21,606
Latest expenditure
£20,906
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: C/O HALCYON HOUSE, 55 CABLE STREET, FORMBY, MERSEYSIDE, L37 3LU

02 Activities

What the charity does

Provision of grants to elderly residents to support residential accommodation costs and to provide other assistance and amenities for the residents of Halcyon House.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
24 October 2025
Total Gross Income
£21,606
Total Gross Expenditure
£20,906
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
2 September 2024
Total Gross Income
£20,512
Total Gross Expenditure
£30,331
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
24 November 2023
Total Gross Income
£19,267
Total Gross Expenditure
£72,514
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
26 November 2022
Total Gross Income
£20,193
Total Gross Expenditure
£36,449
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
23 November 2021
Total Gross Income
£16,805
Total Gross Expenditure
£21,011

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
24 October 2025
Total Gross Income
£21,606
Total Gross Expenditure
£20,906
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
2 September 2024
Total Gross Income
£20,512
Total Gross Expenditure
£30,331
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
24 November 2023
Total Gross Income
£19,267
Total Gross Expenditure
£72,514
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
26 November 2022
Total Gross Income
£20,193
Total Gross Expenditure
£36,449
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
23 November 2021
Total Gross Income
£16,805
Total Gross Expenditure
£21,011
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0

05 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Sefton
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
Merseyside
Welsh Ind
No

06 Official extract

Charity Classification

Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
107
Classification Type
What
Classification Description
Accommodation/housing
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives

07 Official extract

Charity Event History

Charity Name
ABBEYFIELD NORTH MERSEY (EXTRA CARE) SOCIETY TRUST
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2016-01-13T00:00:00
Reason
Funds transferred (s.74)
Assoc Organisation Number
509518
Assoc Registered Charity Number
509518
Assoc Charity Name
MRS L L R FLINN SEMI-SECRET TRUST
Charity Name
ABBEYFIELD NORTH MERSEY (EXTRA CARE) SOCIETY TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1990-11-14T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description
TRUST DEED DATED 20/10/1990AS AMENDED BY DEED DATED 24/11/2005AS AMENDED BY DEED DATED 04/06/2013AS AMENDED BY DEED DATED 27 SEP 2017AS AMENDED ON 24 NOV 2021
Charitable Objects
THE TRUSTEES SHALL HOLD THE CAPITAL OF THE TRUST FUND UPON TRUST TO RELIEVE AGED PERSONS BY PAYING OR APPLYING THE SAME FOR ALL OR ANY OF THE FOLLOWING PURPOSES AS THE TRUSTEES IN THEIR DISCRETION FROM TIME TO TIME THINK FIT:-(A) IN THE PAYMENT OF GRANTS TO ANY RESIDENT IN NECESSITOUS CIRCUMSTANCES IN THE HOUSE IN ORDER TO ASSIST IN THE PAYMENT OF THE RESIDENTS CHARGES FOR ACCOMMODATION AND BOARD OR FOR ANY OTHER PURPOSE(B) IN THE PAYMENT OF GRANTS TO ABBEYFIELD OR THE OWNERS FOR THE TIME BEING OF THE HOUSE FOR PURPOSES CONNECTED WITH THE HOUSE OR FOR PURPOSES INTENDED TO BENEFIT THE HOUSE DIRECTLY OR INDIRECTLY WHETHER BY RAISING PUBLIC AWARENESS OF THE HOUSE OR OUTREACH WITHIN THE COMMUNITY OF FORMBY OR OTHERWISE AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION SHALL SEE FIT(C) IN THE PAYMENT OF EXPENSES INCURRED IN THE ORGANISATION OF OUTINGS PARTIES COMPETITIONS THERAPY TREATMENT OR ANY OTHER ACTIVITY UNDERTAKEN FOR THE BENEFIT OF THE RESIDENTS OF THE HOUSE EITHER INDIVIDUALLY OR COLLECTIVELY(D) IN THE PURCHASE OF EQUIPMENT GAMES FURNITURE OR ANY OTHER ITEMS FOR THE BENEFIT OR USE OF THE RESIDENTS OF THE HOUSE EITHER INDIVIDUALLY OR COLLECTIVELY
Area Of Benefit
NOT DEFINED

09 Official extract

Charity Policy

Policy Name
Risk management
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Investment