CCEW Charity Commission profile

ABBEYFIELD BRISTOL AND KEYNSHAM SOCIETY

Registered charity 257532 · organisation 257532

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
19 December 1968
Removed
Not supplied
Company number supplied
00872566
Financial period
1 October 2023 – 31 March 2025
Latest income
£2,750,736
Latest expenditure
£3,017,105
Gift Aid
No
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: 43-49 Westbury Road, Westbury-On- Trym, BRISTOL, BS9 3AU

Website recorded by the regulator: www.abbeyfield-bristol.co.uk (displayed as text)

02 Activities

What the charity does

Abbeyfield Bristol & Keynsham Society provides Supported Sheltered Housing to older people (average age 88) in Bristol and South Gloucestershire

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 October 2023
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
8 January 2026
Date Accounts Received
8 January 2026
Total Gross Income
£2,750,736
Total Gross Expenditure
£3,017,105
Fin Period Start Date
1 October 2022
Fin Period End Date
30 September 2023
Ar Cycle Reference
AR23
Reporting Due Date
30 July 2024
Date Annual Return Received
25 July 2024
Date Accounts Received
25 July 2024
Total Gross Income
£2,156,333
Total Gross Expenditure
£1,953,379
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
20 July 2023
Date Accounts Received
6 April 2023
Total Gross Income
£1,774,436
Total Gross Expenditure
£1,888,105
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
27 July 2022
Date Accounts Received
7 July 2022
Total Gross Income
£1,647,892
Total Gross Expenditure
£1,815,183
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
23 July 2021
Date Accounts Received
23 July 2021
Total Gross Income
£1,806,916
Total Gross Expenditure
£1,847,631

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 October 2023
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
8 January 2026
Total Gross Income
£2,750,736
Total Gross Expenditure
£3,017,105
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 100001 110000
1
Count Volunteers
12
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR23
Fin Period Start Date
1 October 2022
Fin Period End Date
30 September 2023
Ar Due Date
30 July 2024
Ar Received Date
25 July 2024
Total Gross Income
£2,156,333
Total Gross Expenditure
£1,953,379
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 60001 70000
1
Count Volunteers
14
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
20 July 2023
Total Gross Income
£1,774,436
Total Gross Expenditure
£1,888,105
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
£674
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
14
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
27 July 2022
Total Gross Income
£1,647,892
Total Gross Expenditure
£1,815,183
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
1
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£10
Income From Government Contracts
13502
Income From Government Grants
£5,174
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
8
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
23 July 2021
Total Gross Income
£1,806,916
Total Gross Expenditure
£1,847,631
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
2
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£9
Income From Government Contracts
28568
Income From Government Grants
£30,048
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
12

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 October 2023
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
8 January 2026
Income Donations And Legacies
1061
Income Other Trading Activities
0
Income Charitable Activities
2672085
Income Investments
68899
Income Other
8691
Income Total Income And Endowments
2750736
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£3,012,905
Expenditure Other
4200
Expenditure Total
3017105
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
93992
Expenditure Support Costs
547773
Expenditure Depreciation
284846
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£5,094,914
Assets Total Fixed
6789327
Assets Own Use
6789327
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,561,061
Assets Total Liabilities
£3,255,474
Assets Current Investment
0
Assets Total Assets And Liabilities
£5,094,914
Creditors One Year Total Current
755125
Creditors Falling Due After One Year
2500349
Assets Cash
£1,521,888
Funds Endowment
0
Funds Unrestricted
5094914
Funds Restricted
0
Funds Total
5094914
Count Employees
32
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR23
Fin Period Start Date
1 October 2022
Fin Period End Date
30 September 2023
Ar Due Date
30 July 2024
Ar Received Date
25 July 2024
Income Donations And Legacies
377951
Income Other Trading Activities
0
Income Charitable Activities
1765593
Income Investments
12704
Income Other
85
Income Total Income And Endowments
2156333
Income Legacies
377951
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,950,099
Expenditure Other
3280
Expenditure Total
1953379
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
44677
Expenditure Support Costs
312500
Expenditure Depreciation
189208
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£5,361,283
Assets Total Fixed
7052573
Assets Own Use
7052573
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,585,222
Assets Total Liabilities
£3,276,512
Assets Current Investment
0
Assets Total Assets And Liabilities
£5,361,283
Creditors One Year Total Current
647210
Creditors Falling Due After One Year
2629302
Assets Cash
£1,181,865
Funds Endowment
0
Funds Unrestricted
5361283
Funds Restricted
0
Funds Total
5361283
Count Employees
27
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
20 July 2023
Income Donations And Legacies
263
Income Other Trading Activities
0
Income Charitable Activities
1475121
Income Investments
1027
Income Other
298025
Income Total Income And Endowments
1774436
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,884,899
Expenditure Other
3206
Expenditure Total
1888105
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
37815
Expenditure Support Costs
211900
Expenditure Depreciation
199754
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£5,291,434
Assets Total Fixed
7233570
Assets Own Use
7233570
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,267,023
Assets Total Liabilities
£3,209,159
Assets Current Investment
0
Assets Total Assets And Liabilities
£5,291,434
Creditors One Year Total Current
185343
Creditors Falling Due After One Year
3023816
Assets Cash
£1,247,628
Funds Endowment
0
Funds Unrestricted
5291434
Funds Restricted
0
Funds Total
5291434
Count Employees
31
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
27 July 2022
Income Donations And Legacies
34363
Income Other Trading Activities
0
Income Charitable Activities
1607343
Income Investments
1012
Income Other
5174
Income Total Income And Endowments
1647892
Income Legacies
32742
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,811,819
Expenditure Other
3364
Expenditure Total
1815183
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
31401
Expenditure Support Costs
241900
Expenditure Depreciation
210681
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£5,405,103
Assets Total Fixed
7992064
Assets Own Use
7992064
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£757,549
Assets Total Liabilities
£3,344,510
Assets Current Investment
0
Assets Total Assets And Liabilities
£5,405,103
Creditors One Year Total Current
209398
Creditors Falling Due After One Year
3135112
Assets Cash
£722,704
Funds Endowment
0
Funds Unrestricted
5405103
Funds Restricted
0
Funds Total
5405103
Count Employees
30
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
23 July 2021
Income Donations And Legacies
50
Income Other Trading Activities
0
Income Charitable Activities
1773790
Income Investments
2921
Income Other
30155
Income Total Income And Endowments
1806916
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£1,843,175
Expenditure Other
4456
Expenditure Total
1847631
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
31409
Expenditure Support Costs
240000
Expenditure Depreciation
212977
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£5,572,394
Assets Total Fixed
8192080
Assets Own Use
8192080
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£856,978
Assets Total Liabilities
£3,476,664
Assets Current Investment
0
Assets Total Assets And Liabilities
£5,572,394
Creditors One Year Total Current
247170
Creditors Falling Due After One Year
3229494
Assets Cash
£808,866
Funds Endowment
0
Funds Unrestricted
5572394
Funds Restricted
0
Funds Total
5572394
Count Employees
39
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Bath And North East Somerset
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
Bristol City
Welsh Ind
No
Geographic Area Type
Local Authority
Geographic Area Description
South Gloucestershire
Welsh Ind
No

07 Official extract

Charity Classification

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

08 Official extract

Charity Event History

Charity Name
ABBEYFIELD BRISTOL AND KEYNSHAM SOCIETY
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1968-12-19T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 1ST MARCH 1966 AS AMENDED BY SPECIAL RESOLUTION DATED 18 SEPTEMBER 2001
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
CITY OF BRISTOL

10 Official extract

Charity Other Names

Charity Name Id
136650
Charity Name Type
Previous name
Charity Name
THE ABBEYFIELD BRISTOL SOCIETY
Charity Name Id
136668
Charity Name Type
Previous name
Charity Name
THE ABBEYFIELD BRISTOL SOCIETY LIMITED

11 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Homes England

12 Official extract

Charity Policy

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