01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 12 July 2016
- Removed
- Not supplied
- Company number supplied
- 10259078
- Financial period
- 1 July 2024 – 30 June 2025
- Latest income
- £12,172,022
- Latest expenditure
- £12,085,946
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Abbeyfield Wey Valley Society Ltd, Wey Valley House, Mike Hawthorn Drive, Farnham, Surrey, GU9 7UQ
Website recorded by the regulator: www.abbeyfieldweyvalley.co.uk (displayed as text)
02 Activities
What the charity does
THE SOCIETY HAS 3 RESIDENTIAL CARE HOMES FOR OLDER PEOPLE IN FARNHAM, SURREY, 1 OF WHICH HAS A NURSING WING. IN ADDITION, IT HAS A RESIDENTIAL CARE HOME IN EACH OF READING, OXTED & DORKING. IT ALSO OPERATES A SHELTERED HOME IN GUILDFORD, SURREY. FINALLY, THE SOCIETY OPERATES A HOME CARE SERVICE FROM FARNHAM TO HELP OLDER PEOPLE IN THE COMMUNITY.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 July 2024
- Fin Period End Date
- 30 June 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 30 April 2026
- Date Annual Return Received
- 6 March 2026
- Date Accounts Received
- 6 March 2026
- Total Gross Income
- £12,172,022
- Total Gross Expenditure
- £12,085,946
- Fin Period Start Date
- 1 July 2023
- Fin Period End Date
- 30 June 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 30 April 2025
- Date Annual Return Received
- 17 February 2025
- Date Accounts Received
- 17 February 2025
- Total Gross Income
- £11,768,091
- Total Gross Expenditure
- £11,191,184
- Fin Period Start Date
- 1 July 2022
- Fin Period End Date
- 30 June 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 30 April 2024
- Date Annual Return Received
- 11 April 2024
- Date Accounts Received
- 11 April 2024
- Total Gross Income
- £17,924,551
- Total Gross Expenditure
- £9,161,653
- Fin Period Start Date
- 1 July 2021
- Fin Period End Date
- 30 June 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 30 April 2023
- Date Annual Return Received
- 5 April 2023
- Date Accounts Received
- 5 April 2023
- Total Gross Income
- £7,039,104
- Total Gross Expenditure
- £5,832,389
- Fin Period Start Date
- 1 July 2020
- Fin Period End Date
- 30 June 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 30 April 2022
- Date Annual Return Received
- 22 December 2021
- Date Accounts Received
- 22 December 2021
- Total Gross Income
- £4,644,246
- Total Gross Expenditure
- £4,808,454
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 July 2024
- Fin Period End Date
- 30 June 2025
- Ar Due Date
- 30 April 2026
- Ar Received Date
- 6 March 2026
- Total Gross Income
- £12,172,022
- Total Gross Expenditure
- £12,085,946
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 28
- Count Govt Grants
- £0
- Income From Government Contracts
- 918249
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- Yes
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 8
- Count Salary Band 70001 80000
- 2
- Count Salary Band 90001 100000
- 1
- Count Salary Band 110001 120000
- 1
- Count Salary Band 120001 130000
- 1
- Count Volunteers
- 45
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 July 2023
- Fin Period End Date
- 30 June 2024
- Ar Due Date
- 30 April 2025
- Ar Received Date
- 17 February 2025
- Total Gross Income
- £11,768,091
- Total Gross Expenditure
- £11,191,184
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 28
- Count Govt Grants
- £0
- Income From Government Contracts
- 870412
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- Yes
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 4
- Count Salary Band 70001 80000
- 1
- Count Salary Band 90001 100000
- 1
- Count Salary Band 100001 110000
- 1
- Count Salary Band 120001 130000
- 1
- Count Volunteers
- 67
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 July 2022
- Fin Period End Date
- 30 June 2023
- Ar Due Date
- 30 April 2024
- Ar Received Date
- 11 April 2024
- Total Gross Income
- £17,924,551
- Total Gross Expenditure
- £9,161,653
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 14
- Count Govt Grants
- £0
- Income From Government Contracts
- 632799
- 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 Salary Band 70001 80000
- 1
- Count Salary Band 90001 100000
- 1
- Count Volunteers
- 23
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 July 2021
- Fin Period End Date
- 30 June 2022
- Ar Due Date
- 30 April 2023
- Ar Received Date
- 5 April 2023
- Total Gross Income
- £7,039,104
- Total Gross Expenditure
- £5,832,389
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 10
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £11
- Income From Government Contracts
- 405600
- Income From Government Grants
- £139,076
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 80001 90000
- 1
- Count Salary Band 90001 100000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 July 2020
- Fin Period End Date
- 30 June 2021
- Ar Due Date
- 30 April 2022
- Ar Received Date
- 22 December 2021
- Total Gross Income
- £4,644,246
- Total Gross Expenditure
- £4,808,454
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 15
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £6
- Income From Government Contracts
- 565000
- Income From Government Grants
- £207,994
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Salary Band 70001 80000
- 1
- Count Salary Band 100001 110000
- 1
- Count Volunteers
- 6
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 July 2024
- Fin Period End Date
- 30 June 2025
- Ar Due Date
- 30 April 2026
- Ar Received Date
- 6 March 2026
- Income Donations And Legacies
- 11510
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 11853106
- Income Investments
- 304714
- Income Other
- 2692
- Income Total Income And Endowments
- 12172022
- Income Legacies
- 11510
- Income Endowments
- 0
- Expenditure Raising Funds
- £11,025
- Expenditure Charitable Expenditure
- £12,074,921
- Expenditure Other
- 0
- Expenditure Total
- 12085946
- Expenditure Investment Management
- 8598
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 549484
- Expenditure Support Costs
- 549484
- Expenditure Depreciation
- 406680
- Gain Loss Investment
- 12405
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 1119824
- Reserves
- £21,422,672
- Assets Total Fixed
- 19389577
- Assets Own Use
- 16468835
- Assets Long Term Investment
- 2920742
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £6,836,006
- Assets Total Liabilities
- £1,435,452
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £24,790,131
- Creditors One Year Total Current
- 897852
- Creditors Falling Due After One Year
- 537600
- Assets Cash
- £6,351,040
- Funds Endowment
- 0
- Funds Unrestricted
- 21422672
- Funds Restricted
- 3367459
- Funds Total
- 24790131
- Count Employees
- 336
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 July 2023
- Fin Period End Date
- 30 June 2024
- Ar Due Date
- 30 April 2025
- Ar Received Date
- 17 February 2025
- Income Donations And Legacies
- 54922
- Income Other Trading Activities
- 3164
- Income Charitable Activities
- 11261178
- Income Investments
- 274161
- Income Other
- 174666
- Income Total Income And Endowments
- 11768091
- Income Legacies
- 44313
- Income Endowments
- 0
- Expenditure Raising Funds
- £16,946
- Expenditure Charitable Expenditure
- £11,174,238
- Expenditure Other
- 0
- Expenditure Total
- 11191184
- Expenditure Investment Management
- 14415
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 485521
- Expenditure Support Costs
- 485521
- Expenditure Depreciation
- 357177
- Gain Loss Investment
- 174666
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £19,843,066
- Assets Total Fixed
- 19336979
- Assets Own Use
- 16508028
- Assets Long Term Investment
- 2828951
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £5,432,383
- Assets Total Liabilities
- £1,197,645
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £23,571,717
- Creditors One Year Total Current
- 839007
- Creditors Falling Due After One Year
- 358638
- Assets Cash
- £5,016,532
- Funds Endowment
- 0
- Funds Unrestricted
- 19843066
- Funds Restricted
- 3728651
- Funds Total
- 23571717
- Count Employees
- 333
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 July 2022
- Fin Period End Date
- 30 June 2023
- Ar Due Date
- 30 April 2024
- Ar Received Date
- 11 April 2024
- Income Donations And Legacies
- 88032
- Income Other Trading Activities
- 2872
- Income Charitable Activities
- 8355897
- Income Investments
- 125249
- Income Other
- 9352501
- Income Total Income And Endowments
- 17924551
- Income Legacies
- 78345
- Income Endowments
- 0
- Expenditure Raising Funds
- £9,085
- Expenditure Charitable Expenditure
- £9,152,568
- Expenditure Other
- 0
- Expenditure Total
- 9161653
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 0
- Expenditure Support Costs
- 437227
- Expenditure Depreciation
- 2913111
- Gain Loss Investment
- -3222
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 357706
- Reserves
- £18,946,347
- Assets Total Fixed
- 19784512
- Assets Own Use
- 16033657
- Assets Long Term Investment
- 3750855
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £4,442,623
- Assets Total Liabilities
- £1,232,325
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £22,994,810
- Creditors One Year Total Current
- 873261
- Creditors Falling Due After One Year
- 359064
- Assets Cash
- £4,000,992
- Funds Endowment
- 0
- Funds Unrestricted
- 18946347
- Funds Restricted
- 4048463
- Funds Total
- 22994810
- Count Employees
- 267
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 July 2021
- Fin Period End Date
- 30 June 2022
- Ar Due Date
- 30 April 2023
- Ar Received Date
- 5 April 2023
- Income Donations And Legacies
- 11955
- Income Other Trading Activities
- 3098
- Income Charitable Activities
- 5357633
- Income Investments
- 43998
- Income Other
- 1622420
- Income Total Income And Endowments
- 7039104
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £9,846
- Expenditure Charitable Expenditure
- £5,822,543
- Expenditure Other
- 0
- Expenditure Total
- 5832389
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 329860
- Expenditure Support Costs
- 329860
- Expenditure Depreciation
- 259782
- Gain Loss Investment
- -157695
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £10,944,420
- Assets Total Fixed
- 12289188
- Assets Own Use
- 10335738
- Assets Long Term Investment
- 1953450
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,197,527
- Assets Total Liabilities
- £609,287
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £13,877,428
- Creditors One Year Total Current
- 574494
- Creditors Falling Due After One Year
- 34793
- Assets Cash
- £1,925,289
- Funds Endowment
- 0
- Funds Unrestricted
- 10944420
- Funds Restricted
- 2933008
- Funds Total
- 13877428
- Count Employees
- 182
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 July 2020
- Fin Period End Date
- 30 June 2021
- Ar Due Date
- 30 April 2022
- Ar Received Date
- 22 December 2021
- Income Donations And Legacies
- 215404
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 4405353
- Income Investments
- 20593
- Income Other
- 2896
- Income Total Income And Endowments
- 4644246
- Income Legacies
- 757
- Income Endowments
- 0
- Expenditure Raising Funds
- £2,454
- Expenditure Charitable Expenditure
- £4,806,000
- Expenditure Other
- 0
- Expenditure Total
- 4808454
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 15000
- Expenditure Support Costs
- 257340
- Expenditure Depreciation
- 252728
- Gain Loss Investment
- 112931
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £9,932,155
- Assets Total Fixed
- 9961277
- Assets Own Use
- 9088806
- Assets Long Term Investment
- 872471
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £3,344,137
- Assets Total Liabilities
- £473,776
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £12,831,638
- Creditors One Year Total Current
- 437759
- Creditors Falling Due After One Year
- 36017
- Assets Cash
- £3,218,873
- Funds Endowment
- 0
- Funds Unrestricted
- 9932155
- Funds Restricted
- 2899483
- Funds Total
- 12831638
- Count Employees
- 165
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Reading
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Surrey
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Hampshire
- Welsh Ind
- No
07 Official extract
Charity Classification
- 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
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
08 Official extract
Charity Event History
- Charity Name
- ABBEYFIELD WEY VALLEY SOCIETY LIMITED
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2016-07-12T00:00:00
- Charity Name
- ABBEYFIELD WEY VALLEY SOCIETY LIMITED
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2017-06-13T00:00:00
- Reason
- Transfer of funds
- Assoc Organisation Number
- 242116
- Assoc Registered Charity Number
- 242116
- Assoc Charity Name
- THE ABBEYFIELD LISS SOCIETY LIMITED
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 30 JUN 2016AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 09 SEP 2016AS AMENDED BY SPECIAL RESOLUTION(S) DATED 13 DEC 2017 as amended on 18 Nov 2023
- Charitable Objects
- THE COMPANY IS ESTABLISHED FOR THE PUBLIC BENEFIT FOR THE FOLLOWING PURPOSE:THE RELIEF AND CARE OF ELDERLY PERSONS OF ALL CLASSES, BELIEFS AND NATIONALITIES SUFFERING FROM THE DISABILITIES OF OLD AGE OR OTHERWISE IN NEED BY THE PROVISION AND MANAGEMENT OF HOUSING, INCLUDING SOCIAL HOUSING, ACCOMMODATION OR ASSISTANCE FOR SUCH PERSONS.
10 Official extract
Charity Other Names
- Charity Name Id
- 576161
- Charity Name Type
- Previous name
- Charity Name
- ABBEYFIELD WEY VALLEY COMPANY LIMITED
- Charity Name Id
- 558029
- Charity Name Type
- Working name
- Charity Name
- AWVCO
11 Official extract
Charity Other Regulators
- Regulator Order
- 2
- Regulator Name
- Homes England
- Regulator Order
- 1
- Regulator Name
- Care Quality Commission
12 Official extract
Charity Policy
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Volunteer management
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Social media policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Risk management
- Policy Name
- Complaints handling
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Investment
- Policy Name
- Conflicting interests
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Bullying and harassment policy and procedures