NINE OAKS HOUSING TRUST LIMITED

Registered charity 260089 · accounts filings on the Charity Commission register · also known as THE ABBEYFIELD (WINDERMERE) SOCIETY LIMITED

Independent living for the elderly

Objects

TO RELIEVE AGED, IMPOTENT AND POOR PEOPLE OF ALL CLASSES FOR THE ADVANCEMENT OF RELIGION AND OTHER CHARITABLE PURPOSES BENEFICIAL TO THE COMMUNITY.

Area of benefit: WINDERMERE AND ELSEWHERE

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Accommodation/housing · website · Get email alerts

Registered contact address: Westmorland and Furness, North West, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds increased to £376,602, exceeding the stated reserves policy target of six months of resources expended. The charity reported a net income surplus of £32,591 for the year, with total income rising to £242,083 against total expenditure of £209,492.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Paying staff
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/03/2023 (received 23/05/2024, 113 days after the 31/01/2024 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (1 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Trustees · trustee networks

• BRIAN GORDON WHITTAKER
• Carol Anne Slater
• Marina Anne Lord · trustee of 2 other charities
• PETER JOHN BEESTON GRANGE

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

Operates in: Cumbria

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 SWINNERTON TRUST LIMITED.

• SWINNERTON TRUST LIMITED income £1000k
• OPEN DOOR SOCIETY LIMITED income £1.9m
• THE ABBEYFIELD REIGATE SOCIETY LIMITED income £207k
• THE OPENWORK FOUNDATION income £1.2m
• PUBLISH WHAT YOU FUND income £781k
• 'TYNWALD' RESIDENTIAL HOME FOR THE ELDERLY, HYTHE income £1.3m

Side by side with its peers

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