01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 12 February 1969
- Removed
- Not supplied
- Company number supplied
- 00945603
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £3,999,516
- Latest expenditure
- £3,498,387
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Abbeyfield Society, 338-340 Coggeshall Road, BRAINTREE, Essex, CM7 9EH
Website recorded by the regulator: www.abbeyfieldatbraintree.co.uk (displayed as text)
02 Activities
What the charity does
The Abbeyfield Braintree Bocking and Felsted Society Limited is a charitable company registered social housing provider. The Society operates two very sheltered housing schemes, an extra care scheme and a retirement village, providing accommodation, care and companionship for older people who chose not to live alone.
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
- 9 December 2025
- Date Accounts Received
- 9 December 2025
- Total Gross Income
- £3,999,516
- Total Gross Expenditure
- £3,498,387
- 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
- 23 October 2024
- Date Accounts Received
- 23 October 2024
- Total Gross Income
- £3,835,269
- Total Gross Expenditure
- £3,597,055
- 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
- 16 May 2024
- Date Accounts Received
- 16 May 2024
- Total Gross Income
- £3,196,958
- Total Gross Expenditure
- £3,405,225
- 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
- 6 January 2023
- Date Accounts Received
- 6 January 2023
- Total Gross Income
- £1,672,306
- Total Gross Expenditure
- £1,514,799
- 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
- 26 January 2022
- Date Accounts Received
- 26 January 2022
- Total Gross Income
- £1,525,862
- Total Gross Expenditure
- £1,350,243
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
- 9 December 2025
- Total Gross Income
- £3,999,516
- Total Gross Expenditure
- £3,498,387
- 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
- 3
- 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
- 23 October 2024
- Total Gross Income
- £3,835,269
- Total Gross Expenditure
- £3,597,055
- 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
- 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
- 16 May 2024
- Total Gross Income
- £3,196,958
- Total Gross Expenditure
- £3,405,225
- 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 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 6 January 2023
- Total Gross Income
- £1,672,306
- Total Gross Expenditure
- £1,514,799
- 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 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 26 January 2022
- Total Gross Income
- £1,525,862
- Total Gross Expenditure
- £1,350,243
- 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
- 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
- 9 December 2025
- Income Donations And Legacies
- 5220
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 0
- Income Other
- 0
- Income Total Income And Endowments
- 5220
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £3,498,387
- Expenditure Other
- 0
- Expenditure Total
- 3498387
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 605151
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- -443817
- Gain Loss Other
- 0
- Reserves
- £6,239,848
- Assets Total Fixed
- 29877971
- Assets Own Use
- 29877971
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,602,852
- Assets Total Liabilities
- £26,240,975
- Assets Current Investment
- 247699
- Assets Total Assets And Liabilities
- £6,239,848
- Creditors One Year Total Current
- 728574
- Creditors Falling Due After One Year
- 25512401
- Assets Cash
- £1,485,153
- Funds Endowment
- 0
- Funds Unrestricted
- 6239848
- Funds Restricted
- 0
- Funds Total
- 6239848
- Count Employees
- 113
- Charity Only Accounts
- Yes
- 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
- 23 October 2024
- Income Donations And Legacies
- 9856
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 0
- Income Other
- 0
- Income Total Income And Endowments
- 9856
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £3,597,055
- Expenditure Other
- 0
- Expenditure Total
- 3597055
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 0
- Expenditure Depreciation
- 573026
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 30321788
- Gain Loss Other
- 0
- Reserves
- £3,776,782
- Assets Total Fixed
- 30321788
- Assets Own Use
- 30321788
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,101,630
- Assets Total Liabilities
- £26,569,656
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £5,853,762
- Creditors One Year Total Current
- 1110148
- Creditors Falling Due After One Year
- 25459508
- Assets Cash
- £1,479,966
- Funds Endowment
- 0
- Funds Unrestricted
- 0
- Funds Restricted
- 5853762
- Funds Total
- 5853762
- Count Employees
- 107
- Charity Only Accounts
- Yes
- 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
- 16 May 2024
- Income Donations And Legacies
- 4804
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 0
- Income Other
- 0
- Income Total Income And Endowments
- 4804
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £3,405,225
- Expenditure Other
- 0
- Expenditure Total
- 3405225
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 151618
- Expenditure Depreciation
- 589690
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 30738886
- Gain Loss Other
- 0
- Reserves
- £3,760,159
- Assets Total Fixed
- 30738886
- Assets Own Use
- 30738886
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,179,056
- Assets Total Liabilities
- £27,357,782
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £5,560,160
- Creditors One Year Total Current
- 781274
- Creditors Falling Due After One Year
- 26576508
- Assets Cash
- £1,600,836
- Funds Endowment
- 0
- Funds Unrestricted
- 5560160
- Funds Restricted
- 0
- Funds Total
- 5560160
- Count Employees
- 98
- Charity Only Accounts
- Yes
- 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
- 6 January 2023
- Income Donations And Legacies
- 35241
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 0
- Income Other
- 0
- Income Total Income And Endowments
- 35241
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,514,799
- Expenditure Other
- 0
- Expenditure Total
- 1514799
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 5809
- Expenditure Support Costs
- 16305
- Expenditure Depreciation
- 131048
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 30641347
- Gain Loss Other
- 0
- Reserves
- £4,115,041
- Assets Total Fixed
- 30641347
- Assets Own Use
- 30641347
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £324,346
- Assets Total Liabilities
- £25,225,099
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £5,740,594
- Creditors One Year Total Current
- 9580502
- Creditors Falling Due After One Year
- 15644597
- Assets Cash
- £278,036
- Funds Endowment
- 0
- Funds Unrestricted
- 4865041
- Funds Restricted
- 875553
- Funds Total
- 5740594
- Count Employees
- 70
- Charity Only Accounts
- Yes
- 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
- 26 January 2022
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 0
- Income Other
- 14204
- Income Total Income And Endowments
- 14204
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £1,350,243
- Expenditure Other
- 0
- Expenditure Total
- 1350243
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 5994
- Expenditure Support Costs
- 15606
- Expenditure Depreciation
- 131103
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 21336303
- Gain Loss Other
- 0
- Reserves
- £4,547,112
- Assets Total Fixed
- 21336303
- Assets Own Use
- 21336303
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £80,347
- Assets Total Liabilities
- £15,884,354
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £5,532,296
- Creditors One Year Total Current
- 9785131
- Creditors Falling Due After One Year
- 6099223
- Assets Cash
- £34,312
- Funds Endowment
- 0
- Funds Unrestricted
- 4547112
- Funds Restricted
- 985184
- Funds Total
- 5532296
- Count Employees
- 60
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Essex
- 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
- 310
- Classification Type
- How
- Classification Description
- Other Charitable Activities
08 Official extract
Charity Event History
- Charity Name
- ABBEYFIELD BRAINTREE, BOCKING AND FELSTED SOCIETY LIMITED
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1969-02-12T00:00:00
- Charity Name
- ABBEYFIELD BRAINTREE, BOCKING AND FELSTED SOCIETY LIMITED
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2016-06-09T00:00:00
- Assoc Organisation Number
- 259676
- Assoc Registered Charity Number
- 259676
- Assoc Charity Name
- THE ABBEYFIELD, FELSTED, SOCIETY LIMITED
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 8 JANUARY 1969AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 01 MAY 2016
- 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
- BRAINTREE
10 Official extract
Charity Other Names
- Charity Name Id
- 140069
- Charity Name Type
- Previous name
- Charity Name
- THE ABBEYFIELD BRAINTREE AND BOCKING SOCIETY LIMITED
11 Official extract
Charity Other Regulators
- Regulator Order
- 2
- Regulator Name
- Financial Conduct Authority
- Regulator Order
- 3
- Regulator Name
- Homes England
- Regulator Order
- 1
- Regulator Name
- Care Quality Commission
12 Official extract
Charity Policy
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Investment
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Complaints handling
- Policy Name
- Risk management
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Volunteer management
- Policy Name
- Complaints policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures