CCEW Charity Commission profile

ABBEYFIELD NORTHUMBRIA

Registered charity 222742 · organisation 222742

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received Late
Charity type
Charitable company
Registered
22 August 1963
Removed
Not supplied
Company number supplied
00702983
Financial period
1 February 2024 – 31 March 2025
Latest income
£4,735,592
Latest expenditure
£5,280,174
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: Abbeyfield Northumbria, Head Office, 40A The Grove, Gosforth, NEWCASTLE UPON TYNE, NE3 1NH

Website recorded by the regulator: www.abbeyfieldnorthumbria.org.uk (displayed as text)

02 Activities

What the charity does

The principal activity of the Society is to provide accommodation, care and companionship for lonely or frail elderly people in accordance with the aims and principles of The Abbeyfield Society Limited.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 February 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
30 June 2026
Date Accounts Received
30 June 2026
Total Gross Income
£4,735,592
Total Gross Expenditure
£5,280,174
Fin Period Start Date
1 February 2023
Fin Period End Date
31 January 2024
Ar Cycle Reference
AR24
Reporting Due Date
30 November 2024
Date Annual Return Received
1 December 2024
Date Accounts Received
1 December 2024
Total Gross Income
£4,437,650
Total Gross Expenditure
£2,817,710
Fin Period Start Date
1 February 2022
Fin Period End Date
31 January 2023
Ar Cycle Reference
AR23
Reporting Due Date
30 November 2023
Date Annual Return Received
24 October 2023
Date Accounts Received
24 October 2023
Total Gross Income
£2,214,422
Total Gross Expenditure
£2,323,777
Fin Period Start Date
1 February 2021
Fin Period End Date
31 January 2022
Ar Cycle Reference
AR22
Reporting Due Date
30 November 2022
Date Annual Return Received
15 August 2022
Date Accounts Received
15 August 2022
Total Gross Income
£2,031,692
Total Gross Expenditure
£2,024,136
Fin Period Start Date
1 February 2020
Fin Period End Date
31 January 2021
Ar Cycle Reference
AR21
Reporting Due Date
30 November 2021
Date Annual Return Received
13 September 2021
Date Accounts Received
13 September 2021
Total Gross Income
£2,011,565
Total Gross Expenditure
£1,977,095

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 February 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
30 June 2026
Total Gross Income
£4,735,592
Total Gross Expenditure
£5,280,174
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£2
Income From Government Grants
£4,634
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
Yes
Count Salary Band 70001 80000
1
Count Volunteers
10
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 February 2023
Fin Period End Date
31 January 2024
Ar Due Date
30 November 2024
Ar Received Date
1 December 2024
Total Gross Income
£4,437,650
Total Gross Expenditure
£2,817,710
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
Yes
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
8
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 February 2022
Fin Period End Date
31 January 2023
Ar Due Date
30 November 2023
Ar Received Date
24 October 2023
Total Gross Income
£2,214,422
Total Gross Expenditure
£2,323,777
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£1
Income From Government Grants
£28,903
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
8
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 February 2021
Fin Period End Date
31 January 2022
Ar Due Date
30 November 2022
Ar Received Date
15 August 2022
Total Gross Income
£2,031,692
Total Gross Expenditure
£2,024,136
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£1
Income From Government Grants
£81,850
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
7
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 February 2020
Fin Period End Date
31 January 2021
Ar Due Date
30 November 2021
Ar Received Date
13 September 2021
Total Gross Income
£2,011,565
Total Gross Expenditure
£1,977,095
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£2
Income From Government Grants
£122,573
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
17

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 February 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
30 June 2026
Income Donations And Legacies
7388
Income Other Trading Activities
6961
Income Charitable Activities
4424195
Income Investments
88668
Income Other
208380
Income Total Income And Endowments
4735592
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£28,748
Expenditure Charitable Expenditure
£5,251,426
Expenditure Other
0
Expenditure Total
5280174
Expenditure Investment Management
26939
Expenditure Grants Institution
0
Expenditure Governance
290832
Expenditure Support Costs
392937
Expenditure Depreciation
145958
Gain Loss Investment
189960
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
-22901
Gain Loss Other
0
Reserves
£3,695,806
Assets Total Fixed
6223263
Assets Own Use
2527457
Assets Long Term Investment
3695806
Defined Benefit Pension Scheme
0
Assets Other Assets
£300,153
Assets Total Liabilities
£766,478
Assets Current Investment
57203
Assets Total Assets And Liabilities
£5,756,938
Creditors One Year Total Current
337887
Creditors Falling Due After One Year
428591
Assets Cash
£158,465
Funds Endowment
40831
Funds Unrestricted
5638527
Funds Restricted
77580
Funds Total
5756938
Count Employees
116
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 February 2023
Fin Period End Date
31 January 2024
Ar Due Date
30 November 2024
Ar Received Date
1 December 2024
Income Donations And Legacies
191384
Income Other Trading Activities
985
Income Charitable Activities
4072880
Income Investments
85990
Income Other
86411
Income Total Income And Endowments
4437650
Income Legacies
188761
Income Endowments
0
Expenditure Raising Funds
£22,541
Expenditure Charitable Expenditure
£2,795,169
Expenditure Other
0
Expenditure Total
2817710
Expenditure Investment Management
22099
Expenditure Grants Institution
0
Expenditure Governance
143220
Expenditure Support Costs
1933428
Expenditure Depreciation
94770
Gain Loss Investment
86411
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£579,278
Assets Total Fixed
6125100
Assets Own Use
2563622
Assets Long Term Investment
3561478
Defined Benefit Pension Scheme
0
Assets Other Assets
£903,207
Assets Total Liabilities
£703,886
Assets Current Investment
195811
Assets Total Assets And Liabilities
£6,324,421
Creditors One Year Total Current
253471
Creditors Falling Due After One Year
450415
Assets Cash
£573,295
Funds Endowment
0
Funds Unrestricted
6253963
Funds Restricted
70458
Funds Total
6324421
Count Employees
69
Consolidated Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 February 2022
Fin Period End Date
31 January 2023
Ar Due Date
30 November 2023
Ar Received Date
24 October 2023
Income Donations And Legacies
4892
Income Other Trading Activities
0
Income Charitable Activities
2137366
Income Investments
56956
Income Other
15208
Income Total Income And Endowments
2214422
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£21,583
Expenditure Charitable Expenditure
£2,302,194
Expenditure Other
0
Expenditure Total
2323777
Expenditure Investment Management
21583
Expenditure Grants Institution
0
Expenditure Governance
7740
Expenditure Support Costs
272953
Expenditure Depreciation
81278
Gain Loss Investment
-65251
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£4,634,023
Assets Total Fixed
4286432
Assets Own Use
1564984
Assets Long Term Investment
2721448
Defined Benefit Pension Scheme
0
Assets Other Assets
£871,245
Assets Total Liabilities
£453,196
Assets Current Investment
332628
Assets Total Assets And Liabilities
£4,704,481
Creditors One Year Total Current
186164
Creditors Falling Due After One Year
267032
Assets Cash
£369,267
Funds Endowment
0
Funds Unrestricted
4634023
Funds Restricted
70458
Funds Total
4704481
Count Employees
57
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 February 2021
Fin Period End Date
31 January 2022
Ar Due Date
30 November 2022
Ar Received Date
15 August 2022
Income Donations And Legacies
2786
Income Other Trading Activities
0
Income Charitable Activities
1970078
Income Investments
43595
Income Other
15233
Income Total Income And Endowments
2031692
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£21,286
Expenditure Charitable Expenditure
£2,002,850
Expenditure Other
0
Expenditure Total
2024136
Expenditure Investment Management
21286
Expenditure Grants Institution
0
Expenditure Governance
6540
Expenditure Support Costs
262560
Expenditure Depreciation
80251
Gain Loss Investment
109480
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£4,800,315
Assets Total Fixed
4476547
Assets Own Use
1597452
Assets Long Term Investment
2879095
Defined Benefit Pension Scheme
0
Assets Other Assets
£875,494
Assets Total Liabilities
£472,954
Assets Current Investment
223917
Assets Total Assets And Liabilities
£4,879,087
Creditors One Year Total Current
191066
Creditors Falling Due After One Year
281888
Assets Cash
£564,628
Funds Endowment
0
Funds Unrestricted
4800315
Funds Restricted
78772
Funds Total
4879087
Count Employees
58
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 February 2020
Fin Period End Date
31 January 2021
Ar Due Date
30 November 2021
Ar Received Date
13 September 2021
Income Donations And Legacies
3483
Income Other Trading Activities
0
Income Charitable Activities
1955510
Income Investments
35609
Income Other
16963
Income Total Income And Endowments
2011565
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£18,636
Expenditure Charitable Expenditure
£1,958,459
Expenditure Other
0
Expenditure Total
1977095
Expenditure Investment Management
18636
Expenditure Grants Institution
0
Expenditure Governance
6540
Expenditure Support Costs
225429
Expenditure Depreciation
80786
Gain Loss Investment
146321
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£4,668,665
Assets Total Fixed
4080642
Assets Own Use
1668911
Assets Long Term Investment
2411731
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,135,609
Assets Total Liabilities
£454,200
Assets Current Investment
312294
Assets Total Assets And Liabilities
£4,762,051
Creditors One Year Total Current
157384
Creditors Falling Due After One Year
296816
Assets Cash
£770,224
Funds Endowment
0
Funds Unrestricted
4668665
Funds Restricted
93386
Funds Total
4762051
Count Employees
60
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Northumberland
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Newcastle Upon Tyne City
Parent Geographic Area Type
Metropolitan Counties
Parent Geographic Area Description
Tyne And Wear
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
107
Classification Type
What
Classification Description
Accommodation/housing
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
304
Classification Type
How
Classification Description
Provides Human Resources
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
306
Classification Type
How
Classification Description
Provides Services

08 Official extract

Charity Event History

Charity Name
ABBEYFIELD NORTHUMBRIA
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2026-04-28T00:00:00
Reason
Amalgamated
Assoc Organisation Number
500464
Assoc Registered Charity Number
500464
Assoc Charity Name
THE ABBEYFIELD BERWICK SOCIETY LIMITED
Charity Name
ABBEYFIELD NORTHUMBRIA
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1963-08-22T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES OF ASSOCIATION DATED 12 SEPTEMBER 1961AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 13 AUG 2018 as amended on 12 Jul 2023 as amended on 20 Sep 2023
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
NEWCASTLE UPON TYNE

10 Official extract

Charity Other Names

Charity Name Id
248412
Charity Name Type
Previous name
Charity Name
THE ABBEYFIELD NEWCASTLE UPON TYNE SOCIETY LIMITED

11 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Care Quality Commission
Regulator Order
2
Regulator Name
Homes England

12 Official extract

Charity Policy

Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Complaints policy and procedures
Policy Name
Volunteer management
Policy Name
Social media policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Risk management
Policy Name
Conflicting interests
Policy Name
Safeguarding policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Complaints handling
Policy Name
Financial reserves policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Paying staff
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Investment