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

The principal activity of the Charity is that of the provision of independent living accommodation for older people

Causes: Accommodation/housing · website · Get email alerts

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.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

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

Leadership, per the charity’s website

• Vanessa Booker-Card — CEO (source)

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.

Property (HM Land Registry)

14 registered titles in England and Wales held by the charity’s company or corporate body (12 freehold); recorded price paid £810k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook

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

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

Per its annual return, largest income source: Donations and legacies (58% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.2%) (benchmarks).

Register events

• Received assets from another charity (03/03/2026) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (15/01/2026) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (27/03/2020) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Paul Andrew Boultchair
• Andrew Ross
• DR CHRISTOPHER WILLIAMS
• David Mark Thomas
• Nigel Holmes
• Rebecca Heath
• Richard Steven Quarry
• Susan Mary Perry

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

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

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE ABBEYFIELD (CAMBORNE) SOCIETY LIMITED.

• THE ABBEYFIELD (CAMBORNE) SOCIETY LIMITED income £137k
• THE ABBEYFIELD GREAT MISSENDEN AND DISTRICT SOCIETY income £355k
• THE ABBEYFIELD CHALFONTS SOCIETY LIMITED income £329k
• THE ABBEYFIELD BERKHAMSTED AND HEMEL HEMPSTEAD SOCIETY LIMITED income £736k
• THE ABBEYFIELD CHICHESTER SOCIETY LIMITED income £373k
• THE ABBEYFIELD UXBRIDGE SOCIETY LIMITED income £368k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.