01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 29 October 1963
- Removed
- Not supplied
- Company number supplied
- 00754594
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £7,071,439
- Latest expenditure
- £6,479,651
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Office, Westbourne House, 22 Poole Road, BOURNEMOUTH, BH49DS
Website recorded by the regulator: www.abbeyfieldwessex.org (displayed as text)
02 Activities
What the charity does
The principal activity of the Charity is that of the provision of independent living accommodation for older people
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
- 30 December 2025
- Date Accounts Received
- 30 December 2025
- Total Gross Income
- £7,071,439
- Total Gross Expenditure
- £6,479,651
- Fin Period Start Date
- 1 October 2022
- Fin Period End Date
- 31 March 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 January 2025
- Date Annual Return Received
- 23 December 2024
- Date Accounts Received
- 23 December 2024
- Total Gross Income
- £6,313,091
- Total Gross Expenditure
- £2,376,179
- Accounts Qualified
- Yes
- Fin Period Start Date
- 1 October 2021
- Fin Period End Date
- 30 September 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 30 July 2023
- Date Annual Return Received
- 7 July 2023
- Date Accounts Received
- 7 July 2023
- Total Gross Income
- £1,706,880
- Total Gross Expenditure
- £1,463,971
- Fin Period Start Date
- 1 October 2020
- Fin Period End Date
- 30 September 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 30 July 2022
- Date Annual Return Received
- 5 July 2022
- Date Accounts Received
- 14 April 2022
- Total Gross Income
- £1,404,096
- Total Gross Expenditure
- £1,366,725
- Fin Period Start Date
- 1 October 2019
- Fin Period End Date
- 30 September 2020
- Ar Cycle Reference
- AR20
- Reporting Due Date
- 30 July 2021
- Date Annual Return Received
- 29 July 2021
- Date Accounts Received
- 29 July 2021
- Total Gross Income
- £1,798,716
- Total Gross Expenditure
- £1,440,183
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
- 30 December 2025
- Total Gross Income
- £7,071,439
- Total Gross Expenditure
- £6,479,651
- 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
- Yes
- Count Salary Band 70001 80000
- 1
- Count Volunteers
- 2
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 October 2022
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 23 December 2024
- Total Gross Income
- £6,313,091
- Total Gross Expenditure
- £2,376,179
- 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
- 2
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 October 2021
- Fin Period End Date
- 30 September 2022
- Ar Due Date
- 30 July 2023
- Ar Received Date
- 7 July 2023
- Total Gross Income
- £1,706,880
- Total Gross Expenditure
- £1,463,971
- 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
- 2
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 October 2020
- Fin Period End Date
- 30 September 2021
- Ar Due Date
- 30 July 2022
- Ar Received Date
- 5 July 2022
- Total Gross Income
- £1,404,096
- Total Gross Expenditure
- £1,366,725
- 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
- 7
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR20
- Fin Period Start Date
- 1 October 2019
- Fin Period End Date
- 30 September 2020
- Ar Due Date
- 30 July 2021
- Ar Received Date
- 29 July 2021
- Total Gross Income
- £1,798,716
- Total Gross Expenditure
- £1,440,183
- 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
- 11
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 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 30 December 2025
- Income Donations And Legacies
- 4070555
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 2550484
- Income Investments
- 117894
- Income Other
- 332506
- Income Total Income And Endowments
- 7071439
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £6,479,651
- Expenditure Other
- 0
- Expenditure Total
- 6479651
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 29512
- Expenditure Support Costs
- 612347
- Expenditure Depreciation
- 3619931
- Gain Loss Investment
- -12460
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- -3480000
- Gain Loss Other
- 0
- Reserves
- £14,380,659
- Assets Total Fixed
- 11387395
- Assets Own Use
- 11090928
- Assets Long Term Investment
- 296467
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £3,946,115
- Assets Total Liabilities
- £708,540
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £14,624,970
- Creditors One Year Total Current
- 708540
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £3,885,867
- Funds Endowment
- 0
- Funds Unrestricted
- 14380659
- Funds Restricted
- 244311
- Funds Total
- 14624970
- Count Employees
- 67
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 October 2022
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 23 December 2024
- Income Donations And Legacies
- 3832021
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 2283532
- Income Investments
- 157950
- Income Other
- 39588
- Income Total Income And Endowments
- 6313091
- Income Legacies
- 5000
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £2,376,179
- Expenditure Other
- 0
- Expenditure Total
- 2376179
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 23317
- Expenditure Support Costs
- 594647
- Expenditure Depreciation
- 193872
- Gain Loss Investment
- 19749
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £14,033,181
- Assets Total Fixed
- 11583791
- Assets Own Use
- 11287697
- Assets Long Term Investment
- 296094
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £3,203,147
- Assets Total Liabilities
- £753,757
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £14,033,181
- Creditors One Year Total Current
- 608719
- Creditors Falling Due After One Year
- 145038
- Assets Cash
- £2,255,711
- Funds Endowment
- 0
- Funds Unrestricted
- 14033181
- Funds Restricted
- 0
- Funds Total
- 14033181
- Count Employees
- 41
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 October 2021
- Fin Period End Date
- 30 September 2022
- Ar Due Date
- 30 July 2023
- Ar Received Date
- 7 July 2023
- Income Donations And Legacies
- 27636
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1242155
- Income Investments
- 31553
- Income Other
- 405536
- Income Total Income And Endowments
- 1706880
- Income Legacies
- 26645
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,463,971
- Expenditure Other
- 0
- Expenditure Total
- 1463971
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 20069
- Expenditure Support Costs
- 331957
- Expenditure Depreciation
- 138933
- Gain Loss Investment
- -52696
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £10,096,270
- Assets Total Fixed
- 5460196
- Assets Own Use
- 5182136
- Assets Long Term Investment
- 278060
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £4,990,727
- Assets Total Liabilities
- £354,653
- Assets Current Investment
- 1750000
- Assets Total Assets And Liabilities
- £10,096,270
- Creditors One Year Total Current
- 337553
- Creditors Falling Due After One Year
- 17100
- Assets Cash
- £3,193,059
- Funds Endowment
- 0
- Funds Unrestricted
- 10096270
- Funds Restricted
- 0
- Funds Total
- 10096270
- Count Employees
- 35
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 October 2020
- Fin Period End Date
- 30 September 2021
- Ar Due Date
- 30 July 2022
- Ar Received Date
- 5 July 2022
- Income Donations And Legacies
- 200626
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1166361
- Income Investments
- 24850
- Income Other
- 12259
- Income Total Income And Endowments
- 1404096
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,366,725
- Expenditure Other
- 0
- Expenditure Total
- 1366725
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 12336
- Expenditure Support Costs
- 280696
- Expenditure Depreciation
- 139840
- Gain Loss Investment
- 38351
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £9,906,057
- Assets Total Fixed
- 5754782
- Assets Own Use
- 5421243
- Assets Long Term Investment
- 333539
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £4,511,426
- Assets Total Liabilities
- £360,151
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £9,906,057
- Creditors One Year Total Current
- 343051
- Creditors Falling Due After One Year
- 17100
- Assets Cash
- £4,459,137
- Funds Endowment
- 0
- Funds Unrestricted
- 9906057
- Funds Restricted
- 0
- Funds Total
- 9906057
- Count Employees
- 37
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR20
- Fin Period Start Date
- 1 October 2019
- Fin Period End Date
- 30 September 2020
- Ar Due Date
- 30 July 2021
- Ar Received Date
- 29 July 2021
- Income Donations And Legacies
- 461651
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 1290991
- Income Investments
- 45519
- Income Other
- 555
- Income Total Income And Endowments
- 1798716
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,215,392
- Expenditure Other
- 224791
- Expenditure Total
- 1440183
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 152715
- Gain Loss Investment
- -12154
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £10,559,481
- Assets Total Fixed
- 11960911
- Assets Own Use
- 11662825
- Assets Long Term Investment
- 298086
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £4,714,912
- Assets Total Liabilities
- £415,045
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £16,260,778
- Creditors One Year Total Current
- 397945
- Creditors Falling Due After One Year
- 17100
- Assets Cash
- £4,237,026
- Funds Endowment
- 0
- Funds Unrestricted
- 16260778
- Funds Restricted
- 0
- Funds Total
- 16260778
- Count Employees
- 36
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Hampshire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Dorset
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- South Gloucestershire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Poole
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Bournemouth
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Somerset
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- 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
- ABBEYFIELD WESSEX SOCIETY LIMITED
- Charity Event Order
- 4
- Event Type
- Asset transfer in
- Date Of Event
- 2026-03-03T00:00:00
- Reason
- Transfer of funds
- Assoc Organisation Number
- 268379
- Assoc Registered Charity Number
- 268379
- Assoc Charity Name
- THE ABBEYFIELD BURNHAM AND HIGHBRIDGE SOCIETY LIMITED
- Charity Name
- ABBEYFIELD WESSEX SOCIETY LIMITED
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1963-10-29T00:00:00
- Charity Name
- ABBEYFIELD WESSEX SOCIETY LIMITED
- Charity Event Order
- 3
- Event Type
- Asset transfer in
- Date Of Event
- 2026-01-15T00:00:00
- Reason
- Amalgamated
- Assoc Organisation Number
- 220611
- Assoc Registered Charity Number
- 220611
- Assoc Charity Name
- THE ABBEYFIELD GLOUCESTERSHIRE SOCIETY LIMITED
- Charity Name
- ABBEYFIELD WESSEX SOCIETY LIMITED
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2020-03-27T00:00:00
- Reason
- Transfer of funds
- Assoc Organisation Number
- 256860
- Assoc Registered Charity Number
- 256860
- Assoc Charity Name
- THE ABBEYFIELD WARMINSTER SOCIETY LIMITED
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES OF ASSOCIATION DATED 25/3/1963 AND AMENDED ON 9 MARCH 2004. as amended on 28 Jul 2025
- Charitable Objects
- THE SOCIETY IS ESTABLISHED FOR THE PUBLIC BENEFIT FOR THE FOLLOWING OBJECTS:1.1 THE SUPPORT AND CARE OF ELDERLY PERSONS OF ALL CLASSES, BELIEFS AND NATIONALITIES SUFFERING FROM LONELINESS AND THE DISABILITIES OF OLD AGE OR OTHERWISE IN NEED.1.2 THE SPREADING OF CHRISTIAN PRINCIPLES TO ALL HUMAN RELATIONSHIPS AND THE APPLICATION OF HUMANITARIAN AIMS TO PROMOTE THE RELIEF OF THE ELDERLY.1.3 TO PROVIDE FURTHER EDUCATION IN THE SPHERE OF VOLUNTARY WORK, SOCIAL WORK AND SIMILAR ACTIVITIES SO AS TO INCULCATE THE PRINCIPLES OF GOOD CITIZENSHIP.1.4 THE PROVISION AND ARRANGEMENTS OF HOUSING, ACCOMMODATION OR ASSISTANCE, INCLUDING PROVIDING AND MAINTAINING OR ASSISTING IN PROVIDING AND MAINTAINING HOUSES AND HOMES, FOR THE RELIEF AND CARE OF ELDERLY PERSONS SUFFERING FROM LONELINESS AND THE DISABILITIES OF OLD AGE OR OTHERWISE BEING IN NEED.1.5 SUCH OTHER PURPOSES RECOGNISED BY ENGLISH LAW AS CHARITABLE AS THE SOCIETY SHALL DETERMINE FROM TIME TO TIME.
10 Official extract
Charity Other Names
- Charity Name Id
- 42057
- Charity Name Type
- Working name
- Charity Name
- ABBEYFIELD LYMINGTON SOCIETY
- Charity Name Id
- 42090
- Charity Name Type
- Working name
- Charity Name
- ABBEYFIELD WESSEX SOCIETY LIMITED
- Charity Name Id
- 42068
- Charity Name Type
- Working name
- Charity Name
- ABBEYFIELD POOLE SOCIETY
- Charity Name Id
- 42052
- Charity Name Type
- Working name
- Charity Name
- ABBEYFIELD BOURNEMOUTH SOCIETY
- Charity Name Id
- 42105
- Charity Name Type
- Working name
- Charity Name
- ABBEYFIELD WIMBORNE AND DISTRICT SOCIETY
11 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Homes England
12 Official extract
Charity Policy
- Policy Name
- Investment
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Social media policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Risk management
- Policy Name
- Volunteer management
- Policy Name
- Complaints policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Paying staff
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Financial reserves policy and procedures