Overview
The Abbeyfield Lancaster Society Limited's network
10 people5 organisationsi10 listed on the board. 5 organisations share a board member with this charity.The large node is The Abbeyfield Lancaster Society Limited. The map shows two steps out from the public record. Hover a node to focus its connections; click one to open it.The board
10 listediCurrent trustees as listed by the Charity Commission, which does not publish previous trustees.| Name | Role | Since | On the board |
|---|---|---|---|
| Brian Peter Threlfall | Chair | ||
| Andrew Brian Mackereth | Trustee | 2019 | 7 yrs |
| Barbara Ann Gardner | Trustee | 2025 | 1 yr |
| Charles Peter Whytock | Trustee | 2014 | 12 yrs |
| Dr Penelope Jane Fisher | Trustee | 2025 | 1 yr |
| Heather Ann Ward | Trustee | 2021 | 5 yrs |
| Jean Margaret Simpson | Trustee | 2022 | 4 yrs |
| Judith Elizabeth Threlfall | Trustee |
Board
The board
10 listediCurrent trustees as listed by the Charity Commission, which does not publish previous trustees.| Name | Role | Since | On the board |
|---|---|---|---|
| Brian Peter Threlfall | Chair | ||
| Andrew Brian Mackereth | Trustee | 2019 | 7 yrs |
| Barbara Ann Gardner | Trustee | 2025 | 1 yr |
| Charles Peter Whytock | Trustee | 2014 | 12 yrs |
| Dr Penelope Jane Fisher | Trustee | 2025 | 1 yr |
| Heather Ann Ward | Trustee | 2021 | 5 yrs |
| Jean Margaret Simpson | Trustee | 2022 | 4 yrs |
| Judith Elizabeth Threlfall | Trustee | ||
| Phillip John Ernest Berry | Trustee | 2019 | 7 yrs |
| Richard NEO Kirkman | Trustee | 2013 | 13 yrs |
Under 5 years5 to 6 years6 years or more
Former company secretaries of the charitable company: Andrea Kay Howson (2002-2025), John Gilbert (1995-2019). Full officer list
Board DNA
iCounted from the dated Charity Commission trustee register: the current board only, past trustees excluded.How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.Average tenure
6.2y
median 6y
Longest tenure
13y
since 2013
Years in governance
13.3y
per person, across all their boards
Also company directors
5
also sit on company boards
Joined in the last 3 years
2
of 8 on the board
10 trustees on the board
- Brian Peter Threlfall Chair
- Andrew Brian Mackereth since 2019
- Barbara Ann Gardner since 2025
- Charles Peter Whytock since 2014
- Dr Penelope Jane Fisher since 2025
- Heather Ann Ward since 2021
- Judith Elizabeth Threlfall
- Jean Margaret Simpson since 2022
- Phillip John Ernest Berry since 2019
- Richard NEO Kirkman since 2013
Trustees past 6 years
- Andrew Brian Mackereth since 2019
- Charles Peter Whytock since 2014
- Phillip John Ernest Berry since 2019
- Richard NEO Kirkman since 2013
First-time vs portfolio trustees
First-time (6)
- Charles Peter Whytock since 2014
- Dr Penelope Jane Fisher since 2025
- Heather Ann Ward since 2021
- Judith Elizabeth Threlfall
- Phillip John Ernest Berry since 2019
- Richard NEO Kirkman since 2013
Portfolio (4)
- Brian Peter Threlfall Chair
- Andrew Brian Mackereth since 2019
- Barbara Ann Gardner since 2025
- Jean Margaret Simpson since 2022
Sector coverageiThe charitable fields this board's trustees govern in elsewhere, by Charity Commission classification. Excludes this charity.
Accommodation/housing 10Religious Activities 3Education/training 1
Commercial experienceiThe industries this board's members are company directors in, by Companies House SIC code. Excludes this organisation's own company.
Health and social care 5
Gaps to watch
- Narrow spread of causes across the board
Succession forecast
🔒 Succession forecast is a Pro feature - the board seats likely to open in the next year and the ideal next trustee. Explore Pro →
Network
Network
iThe large node is The Abbeyfield Lancaster Society Limited. Red nodes are organisations, white nodes are people. Dashed links are historical or inferred. Dashed blue-grey links are company secretaries. Click any node to explore.Most connected
Working out who is most connected...
Finances
5 financial years held, 2021 to 2025, years ending 31 March.
Income and expenditure
5 years · years end 31 MarchiHover over the chart, or focus it and use the left and right arrow keys, to read each year. Every figure is also in the table.Plain-English summaries of the Charity Commission's own definitions for the annual return. Figures are as the charity filed them.Scroll sideways for earlier years
| Financial year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Totals | |||||
| Total income | £1.04m | £1.02m | £999.87k | £1.24m | £1.45m |
| Total expenditure | £1.07m | £1.08m | £1.11m | £1.22m | £1.36m |
| Government income | |||||
| Government contracts | Not reported | Not reported | Not reported | Not reported | Not reported |
| Government grants | £87.11k | £57.61k | £1.57k | Not reported | £18.59k |
| Income by source | |||||
| Donations and legacies | £2.05k | £1.00k | £2.00k | £878 | £2.67k |
| Legaciespart of donations and legacies | £0 | £0 | £0 | £0 | £0 |
| Charitable activities | £939.79k | £955.62k | £985.50k | £1.22m | £1.41m |
| Other trading activities | £0 | £0 | £0 | £1.00k | £615 |
| Investments | £9.42k | £8.80k | £10.81k | £18.33k | £19.09k |
| Endowments | £0 | £0 | £0 | £0 | £0 |
| Other income | £87.11k | £57.61k | £1.57k | £0 | £18.59k |
| Expenditure by type | |||||
| Charitable activities | £1.07m | £1.08m | £1.11m | £1.21m | £1.36m |
| Raising funds | £2.93k | £3.46k | £3.22k | £3.35k | £3.57k |
| Grants to institutionspart of charitable activities | £0 | £0 | £0 | £0 | £0 |
| Governance | £8.57k | £15.09k | £14.01k | £14.69k | £16.01k |
| Investment management | £2.93k | £3.46k | £3.22k | £3.20k | £3.52k |
| Other expenditure | £0 | £0 | £0 | £0 | £0 |
Definitions
- Total income
- Everything the charity received in the year, from all sources, as shown on its annual return.
- Total expenditure
- Everything the charity spent in the year.
- Government contracts
- Income from contracts with central or local government or other public bodies, as the charity declared it. Not reported means the register shows no amount (N/A), which can mean none or that the question was not answered.
- Government grants
- Grants received from central or local government or other public bodies, as declared.
- Donations and legacies
- Gifts and donations, including Gift Aid, and money left to the charity in wills.
- Legacies
- Money left to the charity in wills. Legacies are part of donations and legacies, not extra to them.
- Charitable activities (income)
- Income earned by doing the charity's work, such as fees and contracts for services.
- Other trading activities
- Fundraising trading, such as charity shops, events and sponsorship.
- Investments
- Dividends, interest and rent from the charity's investments.
- Endowments
- New endowment funds received in the year.
- Charitable activities (expenditure)
- Spending on the charity's purposes, including any grants it makes.
- Raising funds
- The cost of fundraising and trading.
- Grants to institutions
- Grants paid to other organisations. Part of spending on charitable activities.
- Governance
- The cost of running the charity as an organisation, such as the audit and trustee meetings.
- Investment management
- The cost of managing the charity's investments.
Source: Charity Commission for England and Wales, register of charities (extract of 25 October 2026), annual returns, Open Government Licence v3.0.
Assets and liabilities
5 years with detailiHover over the chart, or focus it and use the left and right arrow keys, to read each year. Every figure is also in the table.Plain-English summaries of the Charity Commission's own definitions for the annual return. Figures are as the charity filed them.Scroll sideways for earlier years
| Financial year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Own use assets | £1.29m | £1.24m | £1.21m | £1.16m | £1.15m |
| Long-term investments | £0 | £0 | £0 | £0 | £0 |
| Other assets | £584.74k | £577.21k | £475.25k | £582.42k | £671.78k |
| Defined benefit pension schemea minus figure is a deficit | £0 | £0 | £0 | £0 | £0 |
| Total liabilities | £77.31k | £76.92k | £80.05k | £98.05k | £94.34k |
| Net assetsassets minus liabilities | £1.79m | £1.74m | £1.60m | £1.64m | £1.72m |
Definitions
- Own use assets
- Land, buildings, equipment and other fixed assets the charity uses for its work.
- Long-term investments
- Investments held for the long term, such as shares, bonds or property let to others.
- Other assets
- Current assets: cash, money owed to the charity and short-term investments.
- Defined benefit pension scheme
- The surplus (above zero) or deficit (below zero) on a final-salary type pension scheme.
- Total liabilities
- What the charity owes: creditors due within a year and after a year, and provisions. Drawn below zero in the chart and shown as a positive figure in the table, as the register does.
- Net assets
- Assets minus liabilities, including any pension surplus or deficit. Equal to total funds.
Source: Charity Commission for England and Wales, register of charities (extract of 25 October 2026), annual returns, Open Government Licence v3.0.
Funds and reserves
5 years with detailiHover over the chart, or focus it and use the left and right arrow keys, to read each year. Every figure is also in the table.Plain-English summaries of the Charity Commission's own definitions for the annual return. Figures are as the charity filed them.Scroll sideways for earlier years
| Financial year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Unrestricted funds | £962.95k | £940.47k | £830.51k | £902.72k | £999.39k |
| Restricted funds | £829.56k | £799.77k | £769.99k | £740.20k | £725.39k |
| Endowment funds | £0 | £0 | £0 | £0 | £0 |
| Total funds | £1.79m | £1.74m | £1.60m | £1.64m | £1.72m |
| Reservesas declared by the charity | £385.85k | £378.56k | £272.93k | £360.63k | £452.29k |
| Assets besides buildingsinvestments, cash and money owed to it, before debts | £584.74k | £577.21k | £475.25k | £582.42k | £671.78k |
Definitions
- Unrestricted funds
- Money the trustees can spend on any of the charity's purposes, including funds they have set aside (designated) themselves.
- Restricted funds
- Money that must be spent on particular purposes set by the donor or the terms of an appeal.
- Endowment funds
- Capital the charity must keep, either permanently or until the terms allow it to be spent.
- Total funds
- All funds together. Equal to net assets.
- Reserves
- The charity's own figure for unrestricted funds that are freely available, after setting aside fixed assets and designated funds. Charities explain their reserves policy in their annual report.
- Assets besides buildings
- Long-term investments plus other assets (cash, money owed to the charity and short-term investments), before its debts are paid. If declared reserves are larger than this, they must include buildings.
Source: Charity Commission for England and Wales, register of charities (extract of 25 October 2026), annual returns, Open Government Licence v3.0.
Accounts and annual returns
Register page (opens in a new tab)iPlain-English summaries of the Charity Commission's own definitions for the annual return. Figures are as the charity filed them.Reporting up to date
Every annual return and set of accounts arrived on time for 5 years.
| Year ending | Due by | Annual return | Accounts | Status | Documents |
|---|---|---|---|---|---|
| 31 March 2025 | 31 January 2026 | 22 January 2026 | 22 January 2026 | On time | On the register (opens in a new tab)Charity CommissionAccounts (opens in a new tab)Companies House, PDF |
| 31 March 2024 | 31 January 2025 | 14 January 2025 | 14 January 2025 | On time | On the register (opens in a new tab)Charity CommissionAccounts (opens in a new tab)Companies House, PDF |
| 31 March 2023 | 31 January 2024 | 30 January 2024 | 30 January 2024 | On time | On the register (opens in a new tab)Charity CommissionAccounts (opens in a new tab)Companies House, PDF |
| 31 March 2022 | 31 January 2023 | 24 January 2023 | 24 January 2023 | On time | On the register (opens in a new tab)Charity CommissionAccounts (opens in a new tab)Companies House, PDF |
| 31 March 2021 | 31 January 2022 | 25 January 2022 | 25 January 2022 | On time | On the register (opens in a new tab)Charity CommissionAccounts (opens in a new tab)Companies House, PDF |
Accounts filed at Companies House
Company 00737334 has made 41 accounts filings since 1986. Each links to the copy at Companies House where it has been published online.
| Made up to | Filed on | Type | Document |
|---|---|---|---|
| 31 March 2026 | 28 September 2026 | Small accounts | View PDF (opens in a new tab)25 pages |
| 31 March 2025 | 10 September 2025 | Small accounts | View PDF (opens in a new tab)25 pages |
| 31 March 2024 | 27 August 2024 | Small accounts | View PDF (opens in a new tab)25 pages |
| 31 March 2023 | 7 October 2023 | Small accounts | View PDF (opens in a new tab)25 pages |
| 31 March 2022 | 30 September 2022 | Small accounts | View PDF (opens in a new tab)25 pages |
| 31 March 2021 | 8 September 2021 | Small accounts | View PDF (opens in a new tab)25 pages |
| 31 March 2020 | 28 September 2020 | Total exemption full accounts | View PDF (opens in a new tab)27 pages |
| 31 March 2019 | 16 August 2019 | Total exemption full accounts | View PDF (opens in a new tab)23 pages |
| 31 March 2018 | 26 July 2018 | Total exemption full accounts | View PDF (opens in a new tab)23 pages |
| 31 March 2017 | 24 July 2017 | Total exemption full accounts | View PDF (opens in a new tab)23 pages |
| 31 March 2016 | 19 September 2016 | Full accounts | View PDF (opens in a new tab)26 pages |
| 31 March 2015 | 30 July 2015 | Full accounts | View PDF (opens in a new tab)21 pages |
| 31 March 2014 | 23 July 2014 | Full accounts | View PDF (opens in a new tab)21 pages |
| 31 March 2013 | 15 August 2013 | Full accounts | View PDF (opens in a new tab)21 pages |
| 31 March 2012 | 20 July 2012 | Full accounts | View PDF (opens in a new tab)20 pages |
| 31 March 2011 | 2 December 2011 | Full accounts | View PDF (opens in a new tab)20 pages |
| 31 March 2010 | 25 September 2010 | Full accounts | View PDF (opens in a new tab)19 pages |
| 31 March 2009 | 2 October 2009 | Full accounts | View PDF (opens in a new tab)19 pages |
| 31 March 2008 | 29 September 2008 | Full accounts | View PDF (opens in a new tab)19 pages |
| 31 March 2007 | 20 September 2007 | Full accounts | View PDF (opens in a new tab)19 pages |
| 31 March 2006 | 2 October 2006 | Full accounts | View PDF (opens in a new tab)19 pages |
| 31 March 2005 | 27 July 2005 | Full accounts | View PDF (opens in a new tab)20 pages |
| 31 March 2004 | 28 July 2004 | Full accounts | View PDF (opens in a new tab)20 pages |
| 31 March 2003 | 14 October 2003 | Full accounts | View PDF (opens in a new tab)19 pages |
| 31 March 2002 | 17 July 2002 | Full accounts | View PDF (opens in a new tab)18 pages |
| 31 March 2001 | 14 August 2001 | Full accounts | View PDF (opens in a new tab)22 pages |
| 31 March 2000 | 25 August 2000 | Full accounts | View PDF (opens in a new tab)18 pages |
| 31 March 1999 | 28 July 1999 | Full accounts | View PDF (opens in a new tab)18 pages |
| 31 March 1998 | 27 August 1998 | Full accounts | View PDF (opens in a new tab)19 pages |
| 31 March 1997 | 25 July 1997 | Full accounts | View PDF (opens in a new tab)19 pages |
| 31 March 1996 | 17 June 1996 | Full accounts | View PDF (opens in a new tab)17 pages |
| 31 March 1995 | 25 September 1995 | Full accounts | View PDF (opens in a new tab)20 pages |
| 30 June 1994 | 22 September 1994 | Full accounts | Not online |
| 30 June 1993 | 11 October 1993 | Full accounts | Not online |
| 30 June 1992 | 2 October 1992 | Full accounts | Not online |
| 30 June 1991 | 4 January 1992 | Full accounts | Not online |
| 30 June 1990 | 5 November 1990 | Full accounts | Not online |
| 30 June 1989 | 25 October 1989 | Full accounts | Not online |
| 30 June 1988 | 16 November 1988 | Full accounts | Not online |
| 30 June 1987 | 19 January 1988 | Full accounts | Not online |
| 30 June 1986 | 27 December 1986 | Full accounts | Not online |
Definitions
- Annual return
- The yearly return a charity sends to the Charity Commission. It is due 10 months after the end of the financial year. Charities with income over £10,000, and every CIO, must send one.
- Accounts
- The accounts and trustees' annual report. Required from charities with income over £25,000 and from every CIO; otherwise shown as Not required.
- On time
- Received on or before the due date.
- Late
- Received after the due date. The number of days is counted from the due date.
- Overdue
- Not received, and the due date has passed. Counted to today, or to the date a removed charity left the register.
- Qualified accounts
- The auditor or examiner raised a reservation about the accounts.
Source: Charity Commission for England and Wales, register of charities (annual return history), Open Government Licence v3.0. The register keeps the latest five years; earlier years come from older copies we hold. Accounts documents link to the Charity Commission register and to Companies House (filing history, Open Government Licence v3.0). Days late and overdue are worked out from the dates, as of 30 October 2026.
About
Purposes and governing document
Register page (opens in a new tab)Charitable objectsiAs filed with the Charity Commission. Clause breaks added for reading; the wording and capitals are unchanged.
TO
What it does
Who it helps
How it helps
- Where it operates
- Local authority: Lancashire
- Area of benefit
- LANCASTER
CITY as filed - Governing document
- (MODEL
DEED ALREADY LODGED INCORPORATED 8TH OCTOBER 1962) as filed - Register history
- 10 December 1963Registered
Policies the charity says it has
Governing documents at Companies House
- 16 November 2006Memorandum and articles
- 16 November 2006Resolution
- 8 October 1962Incorporation documents
Read them in the filing history at Companies House (opens in a new tab)
Source: Charity Commission for England and Wales, register of charities (governing document, classification, area of operation, register history and policies), and Companies House filing history, Open Government Licence v3.0.
About
- Website
- www.abbeyfieldlancaster.co.uk (opens in a new tab)
- Linked company
- The Abbeyfield Lancaster Society Limited
- Registered
- 1963