01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 5 December 1963
- Removed
- Not supplied
- Company number supplied
- 00738023
- Financial period
- 1 January 2025 – 31 December 2025
- Latest income
- £453,465
- Latest expenditure
- £1,065,347
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Elm Trees Retirement Living, Jane Gillet House, 50 St. Edwards Road, Southsea, Hampshire, PO5 3DJ
Website recorded by the regulator: www.elmtreesretirement.org (displayed as text)
02 Activities
What the charity does
PROVIDES SHELTERED ACCOMMODATION FOR THE ACTIVE ELDERLY. SUPPORTED TO LIVE INDEPENDENT LIVES AS MUCH AS POSSIBLE.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 October 2026
- Date Annual Return Received
- 12 June 2026
- Date Accounts Received
- 12 June 2026
- Total Gross Income
- £453,465
- Total Gross Expenditure
- £1,065,347
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 October 2025
- Date Annual Return Received
- 6 June 2025
- Date Accounts Received
- 6 June 2025
- Total Gross Income
- £526,413
- Total Gross Expenditure
- £519,878
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 October 2024
- Date Annual Return Received
- 2 August 2024
- Date Accounts Received
- 2 August 2024
- Total Gross Income
- £512,102
- Total Gross Expenditure
- £565,772
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 October 2023
- Date Annual Return Received
- 9 June 2023
- Date Accounts Received
- 9 June 2023
- Total Gross Income
- £479,146
- Total Gross Expenditure
- £502,427
- Fin Period Start Date
- 1 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 October 2022
- Date Annual Return Received
- 27 September 2022
- Date Accounts Received
- 27 September 2022
- Total Gross Income
- £447,549
- Total Gross Expenditure
- £498,837
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 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Due Date
- 31 October 2026
- Ar Received Date
- 12 June 2026
- Total Gross Income
- £453,465
- Total Gross Expenditure
- £1,065,347
- Grant Making Is Main Activity
- No
- 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
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 6 June 2025
- Total Gross Income
- £526,413
- Total Gross Expenditure
- £519,878
- Grant Making Is Main Activity
- No
- 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
- Employees Salary Over 60k
- No
- Count Volunteers
- 5
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 2 August 2024
- Total Gross Income
- £512,102
- Total Gross Expenditure
- £565,772
- Grant Making Is Main Activity
- No
- 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
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 January 2022
- Fin Period End Date
- 31 December 2022
- Ar Due Date
- 31 October 2023
- Ar Received Date
- 9 June 2023
- Total Gross Income
- £479,146
- Total Gross Expenditure
- £502,427
- Charity Raises Funds From Public
- No
- 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 January 2021
- Fin Period End Date
- 31 December 2021
- Ar Due Date
- 31 October 2022
- Ar Received Date
- 27 September 2022
- Total Gross Income
- £447,549
- Total Gross Expenditure
- £498,837
- Charity Raises Funds From Public
- No
- 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 Annual Return Partb
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 6 June 2025
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 526413
- Income Other
- 0
- Income Total Income And Endowments
- 526413
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £151
- Expenditure Charitable Expenditure
- £519,727
- Expenditure Other
- 0
- Expenditure Total
- 519878
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 2998
- Gain Loss Investment
- 240
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 4813584
- Assets Own Use
- 0
- Assets Long Term Investment
- 4813584
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £43,716
- Assets Total Liabilities
- £815,248
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £4,042,052
- Creditors One Year Total Current
- 131724
- Creditors Falling Due After One Year
- 683524
- Assets Cash
- £37,799
- Funds Endowment
- 1734697
- Funds Unrestricted
- 2307355
- Funds Restricted
- 0
- Funds Total
- 4042052
- Count Employees
- 10
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 January 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 2 August 2024
- Income Donations And Legacies
- 52
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 511998
- Income Investments
- 52
- Income Other
- 0
- Income Total Income And Endowments
- 512102
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £71,016
- Expenditure Charitable Expenditure
- £494,756
- Expenditure Other
- 0
- Expenditure Total
- 565772
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 89626
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £0
- Assets Total Fixed
- 5527732
- Assets Own Use
- 5527732
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £22,912
- Assets Total Liabilities
- £1,515,127
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £4,035,517
- Creditors One Year Total Current
- 225176
- Creditors Falling Due After One Year
- 1289951
- Assets Cash
- £21,437
- Funds Endowment
- 1734697
- Funds Unrestricted
- 2300820
- Funds Restricted
- 0
- Funds Total
- 4035517
- Count Employees
- 10
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Portsmouth City
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Hampshire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 107
- Classification Type
- What
- Classification Description
- Accommodation/housing
08 Official extract
Charity Event History
- Charity Name
- Elm Trees Retirement Living Limited
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1963-12-05T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES OF ASSOCIATION DATED 17TH OCTOBER, 1962.AS AMENDED 24 FEBRUARY 2009 as amended on 29 May 2019
- 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.
- Area Of Benefit
- PORTSMOUTH AND DISTRICT.
10 Official extract
Charity Other Names
- Charity Name Id
- 212170
- Charity Name Type
- Previous name
- Charity Name
- THE ABBEYFIELD PORTSMOUTH SOCIETY LIMITED
- Charity Name Id
- 212162
- Charity Name Type
- Previous name
- Charity Name
- ABBEYFIELD SOLENT SOCIETY LIMITED
11 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Homes England
12 Official extract
Charity Policy
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Social media policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Volunteer management
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Risk management
- Policy Name
- Complaints policy and procedures