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ABBEYFIELD WESSEX SOCIETY LIMITED

Registered charity 230902 · accounts filings on the Charity Commission register · also known as ABBEYFIELD BOURNEMOUTH SOCIETY, ABBEYFIELD LYMINGTON SOCIETY, ABBEYFIELD POOLE SOCIETY, ABBEYFIELD WIMBORNE AND DISTRICT SOCIETY

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Latest income
£7.1m
Latest spending
£6.5m
Registered
1963
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a surplus of £591,788 for the year ended 31 March 2025, although housing operations generated a loss of £363,889 due to higher-than-budgeted voids and escalating costs. The trustees confirm that free cash reserves are significantly in excess of their policy target of three months' operating expenses, and the board has a reasonable expectation that the society has adequate resources to continue in operational existence.

What the accounts disclose

Reserves policy: three months of operating expenses (held: £14.4m)
“The society’s policy on reserves states that free cash reserves should not fall below the equivalent of 3 months operating expenses for the year” — page 9
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Xeinadin Audit Limited. Discloses 4 of 6 completeness components.

Leadership, per the charity’s website

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Structured financials (annual return, FY ending 31/03/2025)

Total income
£7.1m
Total spending
£6.5m
Reserves (reported)
£14.4m
Employees
67

Reported reserves equal ~26.6 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Register events

Trustees

Trustee list from the Charity Commission register (current, not historical).

Operates in: Bournemouth · Dorset · Hampshire · Poole · Somerset · South Gloucestershire

Income and spending

Financial year endIncomeSpending
31/03/2025£7.1m£6.5m
31/03/2024£6.3m£2.4m
30/09/2022£1.7m£1.5m
30/09/2021£1.4m£1.4m
30/09/2020£1.8m£1.4m

Common questions

Is ABBEYFIELD WESSEX SOCIETY LIMITED financially healthy?

The accounts state that the charity reported a surplus of £591,788 for the year ended 31 March 2025, although housing operations generated a loss of £363,889 due to higher-than-budgeted voids and escalating costs. The trustees confirm that free cash reserves are significantly in excess of their policy target of three months' operating expenses, and the board has a reasonable expectation that the society has adequate resources to continue in operational existence. Its FY2025 accounts were audited by Xeinadin Audit Limited.