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Elm Trees Retirement Living Limited

Also known as: Abbeyfield Solent Society Limited, The Abbeyfield Portsmouth Society Limited

PROVIDES SHELTERED ACCOMMODATION FOR THE ACTIVE ELDERLY. SUPPORTED TO LIVE INDEPENDENT LIVES AS MUCH AS POSSIBLE.

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Activities & Mission

PROVIDES SHELTERED ACCOMMODATION FOR THE ACTIVE ELDERLY. SUPPORTED TO LIVE INDEPENDENT LIVES AS MUCH AS POSSIBLE.

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Financial Information

Latest Income
£526,413
Latest Expenditure
£519,878

Financial Efficiency

Program Ratio 98.7%
% of income going directly to charitable activities

Higher than 69% of UK Beneficiary group charities with income £100K to £1M (sample: 3459). How is this calculated?

Overall Efficiency 100.0%
% of expenditure going to programs (vs overhead)

Higher than 100% of UK Beneficiary group charities with income £100K to £1M. How is this calculated?

Administrative Ratio 0.0%
Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 83% of UK Beneficiary group charities with income £100K to £1M. (Lower overhead is generally read as more efficient.) How is this calculated?

Latest Financial Breakdown

Income Sources

Donations & Legacies £0
Charitable Activities £0
Other Trading £0
Investments £526,413
Other Income £0

Expenditure Categories

Charitable Expenditure £519,727
Raising Funds £151
Governance £0
Grants to Institutions £0
Other Expenditure £0

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2024.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024
£526,413
£519,878£519,727£4,042,052£010 / 5
2023
£512,102
£565,772£494,756£4,035,517£010 / 0
2022
£479,146
£502,4270 / 0
2021
£447,549
£498,8370 / 0
2020
£430,296
£516,4150 / 6

Staff column shows: Employees / Volunteers

Frequently asked questions about Elm Trees Retirement Living Limited

What does Elm Trees Retirement Living Limited do?

PROVIDES SHELTERED ACCOMMODATION FOR THE ACTIVE ELDERLY. SUPPORTED TO LIVE INDEPENDENT LIVES AS MUCH AS POSSIBLE.

How much income did Elm Trees Retirement Living Limited report in 2024?

Elm Trees Retirement Living Limited reported total income of £526k and reported expenditure of £520k for the financial year ending 2024, based on the most recent annual return filed with the Charity Commission.

How efficient is Elm Trees Retirement Living Limited?

Elm Trees Retirement Living Limited has a program ratio of 98.7%, meaning that share of its income goes directly to charitable activities. This is higher than 69% of UK Beneficiary group charities with income £100K to £1M (sample of 3459 charities). See our methodology for how this is calculated.

When was Elm Trees Retirement Living Limited registered as a charity?

Elm Trees Retirement Living Limited was registered with the Charity Commission for England and Wales on 5 December 1963 as charity number 220392. It has been registered for 63 years.

Who runs Elm Trees Retirement Living Limited?

Elm Trees Retirement Living Limited is governed by a board of 3 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does Elm Trees Retirement Living Limited operate?

Elm Trees Retirement Living Limited operates across 2 areas: Hampshire and Portsmouth City.

Is Elm Trees Retirement Living Limited a registered charity?

Yes — Elm Trees Retirement Living Limited is a registered charity in England and Wales, charity number 220392.

Details

Address
Elm Trees Retirement Living
Jane Gillet House
50 St. Edwards Road
Southsea
Hampshire
PO5 3DJ
Registration Date
5 December 1963
Status
Registered

Registry Information

Organisation Number
220392
Charity Number
220392

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Trustees

Carole Rodwell
James West
Jeanann Giles

Sectors & Classifications

Also Known As

  • Abbeyfield Solent Society Limited
  • The Abbeyfield Portsmouth Society Limited

Data & trust

Register data refreshed
14 May 2026
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