01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 30 January 2015
- Removed
- Not supplied
- Company number supplied
- 09008680
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £9,806,510
- Latest expenditure
- £9,482,042
- Gift Aid
- No
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: ABBEYFIELD GROVE HOUSE, 12 RIDDINGS ROAD, ILKLEY, LS29 9BF
Website recorded by the regulator: www.abbeyfieldthedales.co.uk (displayed as text)
02 Activities
What the charity does
Property management of housing and the provision of care and support needs (within some regulated services with the CQC) for the over 55s.
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
- 2 December 2025
- Date Accounts Received
- 2 December 2025
- Total Gross Income
- £9,806,510
- Total Gross Expenditure
- £9,482,042
- 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
- 4 October 2024
- Date Accounts Received
- 4 October 2024
- Total Gross Income
- £9,202,002
- Total Gross Expenditure
- £8,262,663
- 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
- 5 December 2023
- Date Accounts Received
- 5 December 2023
- Total Gross Income
- £7,788,700
- Total Gross Expenditure
- £7,458,792
- 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
- 7 October 2022
- Date Accounts Received
- 7 October 2022
- Total Gross Income
- £7,258,297
- Total Gross Expenditure
- £6,954,825
- 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
- 5 January 2022
- Date Accounts Received
- 5 January 2022
- Total Gross Income
- £7,992,230
- Total Gross Expenditure
- £7,169,371
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
- 2 December 2025
- Total Gross Income
- £9,806,510
- Total Gross Expenditure
- £9,482,042
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £1
- Income From Government Grants
- £157,863
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- 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
- 2
- Count Salary Band 80001 90000
- 1
- Count Volunteers
- 28
- 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
- 4 October 2024
- Total Gross Income
- £9,202,002
- Total Gross Expenditure
- £8,262,663
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £2
- Income From Government Grants
- £136,174
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- 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 Salary Band 70001 80000
- 1
- Count Volunteers
- 27
- 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
- 5 December 2023
- Total Gross Income
- £7,788,700
- Total Gross Expenditure
- £7,458,792
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £3
- Income From Government Grants
- £151,652
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- 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
- 2
- Count Salary Band 70001 80000
- 1
- Count Volunteers
- 41
- 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
- 7 October 2022
- Total Gross Income
- £7,258,297
- Total Gross Expenditure
- £6,954,825
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £36
- Income From Government Grants
- £457,699
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 70001 80000
- 1
- Count Volunteers
- 29
- 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
- 5 January 2022
- Total Gross Income
- £7,992,230
- Total Gross Expenditure
- £7,169,371
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £36
- Income From Government Grants
- £453,921
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Volunteers
- 177
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
- 2 December 2025
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 9643797
- Income Investments
- 22470
- Income Other
- 140243
- Income Total Income And Endowments
- 9806510
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £9,482,042
- Expenditure Other
- 0
- Expenditure Total
- 9482042
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 36000
- Expenditure Support Costs
- 1120872
- Expenditure Depreciation
- 424940
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- -34820
- Reserves
- £10,750,655
- Assets Total Fixed
- 25856112
- Assets Own Use
- 25775483
- Assets Long Term Investment
- 80629
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £863,157
- Assets Total Liabilities
- £15,968,614
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £10,750,655
- Creditors One Year Total Current
- 1178935
- Creditors Falling Due After One Year
- 14789679
- Assets Cash
- £527,437
- Funds Endowment
- 0
- Funds Unrestricted
- 0
- Funds Restricted
- 10750655
- Funds Total
- 10750655
- Count Employees
- 305
- Consolidated 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
- 4 October 2024
- Income Donations And Legacies
- 7505
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 8798977
- Income Investments
- 8843
- Income Other
- 386677
- Income Total Income And Endowments
- 9202002
- Income Legacies
- 1448
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £8,262,663
- Expenditure Other
- 0
- Expenditure Total
- 8262663
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 29280
- Expenditure Support Costs
- 954533
- Expenditure Depreciation
- 416143
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 160026
- Reserves
- £10,968,056
- Assets Total Fixed
- 26080824
- Assets Own Use
- 26080824
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,132,383
- Assets Total Liabilities
- £16,245,151
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £10,968,056
- Creditors One Year Total Current
- 1072540
- Creditors Falling Due After One Year
- 15172611
- Assets Cash
- £681,947
- Funds Endowment
- 0
- Funds Unrestricted
- 3857
- Funds Restricted
- 10964199
- Funds Total
- 10968056
- Count Employees
- 269
- Consolidated 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
- 5 December 2023
- Income Donations And Legacies
- 6729
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 7628574
- Income Investments
- 234
- Income Other
- 153163
- Income Total Income And Endowments
- 7788700
- Income Legacies
- 5448
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £7,458,792
- Expenditure Other
- 0
- Expenditure Total
- 7458792
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 26400
- Expenditure Support Costs
- 881555
- Expenditure Depreciation
- 397520
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £10,570,029
- Assets Total Fixed
- 25438035
- Assets Own Use
- 25438035
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £732,102
- Assets Total Liabilities
- £15,600,108
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £10,570,029
- Creditors One Year Total Current
- 1032778
- Creditors Falling Due After One Year
- 14567330
- Assets Cash
- £403,264
- Funds Endowment
- 0
- Funds Unrestricted
- 10566723
- Funds Restricted
- 3306
- Funds Total
- 10570029
- Count Employees
- 244
- Consolidated 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
- 7 October 2022
- Income Donations And Legacies
- 47413
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 6675297
- Income Investments
- 505
- Income Other
- 535587
- Income Total Income And Endowments
- 7258802
- Income Legacies
- 1448
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £6,954,825
- Expenditure Other
- 0
- Expenditure Total
- 6954825
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 19353
- Expenditure Support Costs
- 848964
- Expenditure Depreciation
- 395970
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £9,785,705
- Assets Total Fixed
- 24633422
- Assets Own Use
- 24633422
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £766,204
- Assets Total Liabilities
- £15,613,921
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £9,785,705
- Creditors One Year Total Current
- 937715
- Creditors Falling Due After One Year
- 14676206
- Assets Cash
- £406,601
- Funds Endowment
- 0
- Funds Unrestricted
- 9782950
- Funds Restricted
- 2755
- Funds Total
- 9785705
- Count Employees
- 243
- Consolidated 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
- 5 January 2022
- Income Donations And Legacies
- 959940
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 6527606
- Income Investments
- 1675
- Income Other
- 504684
- Income Total Income And Endowments
- 7993905
- Income Legacies
- 1448
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £7,169,371
- Expenditure Other
- 0
- Expenditure Total
- 7169371
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 18370
- Expenditure Support Costs
- 843652
- Expenditure Depreciation
- 413053
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £9,677,282
- Assets Total Fixed
- 24872321
- Assets Own Use
- 24872321
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £848,634
- Assets Total Liabilities
- £16,043,673
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £9,677,282
- Creditors One Year Total Current
- 978457
- Creditors Falling Due After One Year
- 15065216
- Assets Cash
- £588,194
- Funds Endowment
- 0
- Funds Unrestricted
- 9677282
- Funds Restricted
- 0
- Funds Total
- 9677282
- Count Employees
- 275
- Consolidated Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Bradford City
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- West Yorkshire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- North Yorkshire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Calderdale
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- West Yorkshire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Lancashire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Leeds City
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- West Yorkshire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 107
- Classification Type
- What
- Classification Description
- Accommodation/housing
- 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 THE DALES LIMITED
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2020-03-10T00:00:00
- Reason
- Funds transferred (incor)
- Assoc Organisation Number
- 225638
- Assoc Registered Charity Number
- 225638
- Assoc Charity Name
- THE ABBEYFIELD (BRADFORD) SOCIETY LIMITED
- Charity Name
- ABBEYFIELD THE DALES LIMITED
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2015-01-30T00:00:00
- Charity Name
- ABBEYFIELD THE DALES LIMITED
- Charity Event Order
- 3
- Event Type
- Asset transfer in
- Date Of Event
- 2020-12-15T00:00:00
- Reason
- Funds transferred (gi)
- Assoc Organisation Number
- 257857
- Assoc Registered Charity Number
- 257857
- Assoc Charity Name
- THE ABBEYFIELD ILKLEY SOCIETY LIMITED
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 24 APR 2014 as amended on 15 Apr 2019
- Charitable Objects
- THE CHARITY IS ESTABLISHED FOR THE PUBLIC BENEFIT FOR THE FOLLOWING OBJECTS:1. THE RELIEF AND CARE OF ELDERLY PERSONS OF ALL CLASSES, BELIEFS AND NATIONALITIES SUFFERING FROM THE DISABILITIES OF OLD AGE OR OTHERWISE IN NEED.2. THE SPREADING OF CHRISTIAN PRINCIPLES TO ALL HUMAN RELATIONSHIPS AND THE APPLICATION OF HUMANITARIAN AIMS TO PROMOTE THE RELIEF OF THE ELDERLY.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.4. THE PROVISION AND MANAGEMENT OF HOUSING, ACCOMMODATION OR ASSISTANCE, INCLUDING PROVIDING AND MAINTAINING OR ASSISTING IN PROVIDING AND MAINTAINING HOUSES AND HOMES (INCLUDING SOCIAL HOUSING WITHIN THE MEANING GIVEN IN SECTION 68 OF THE HOUSING AND REGENERATION ACT 2008), FOR THE RELIEF AND CARE OF ELDERLY PERSONS SUFFERING FROM THE DISABILITIES OF OLD AGE OR OTHERWISE BEING IN NEED.5. SUCH OTHER PURPOSES RECOGNISED BY ENGLISH LAW AS CHARITABLE AS THE CHARITY SHALL DETERMINE FROM TIME TO TIME.
10 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Care Quality Commission
- Regulator Order
- 2
- Regulator Name
- Homes England
11 Official extract
Charity Policy
- Policy Name
- Complaints policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Volunteer management
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Social media policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Investment
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Risk management
- Policy Name
- Safeguarding policy and procedures