Finance Score: 2

Governance Score: 4

Support Score: 3

Liabilities <10%: +3
Excess liquidity: -1

Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 9

THE LADY NUFFIELD HOME

Charitable residential home for the older people situated in North Oxford

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age
Over half the Board have joined recently

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/09/22		£1,442	£1,432	£10	£0	£2,167	£2,067	17.3	31	2
30/09/21		£1,251	£1,313	£-63	£0	£2,167	£2,067	18.9	32	0
30/09/20		£1,211	£1,174	£37	£0	£2,227	£2,227	22.8	32	0
30/09/19		£1,233	£1,175	£58	£0	£2,190	£2,190	22.4	32	0
30/09/18	*	£1,228	£1,245	£-18	£0	£2,131	£2,131	20.5	32	0
30/09/17		£1,181	£1,129	£52	£0	£2,149	£2,149	22.8	32	0
30/09/16		£1,201	£1,033	£167	£0	£2,097	£2,097	24.4	26	0
30/09/15		£1,142	£1,051	£91	£5	£1,930	£1,930	22	27	0
30/09/14		£1,043	£950	£93	£4	£1,838	£1,838	23.2	27	0
30/09/13		£986	£940	£46	£4	£1,745	£1,745	22.3	29	0
30/09/12		£954	£928	£27	£4	£1,700	£1,700	22	28	0
30/09/11		£871	£857	£14	£4	£1,673	£1,673	23.4	26	0
30/09/10		£889	£799	£90	£5	£1,659	£1,659	24.9	26	0
30/09/09		£851	£727	£123	£4	£1,569	£1,569	25.9	26	0
30/09/08		£822	£714	£108	£3	£1,446	£1,446	24.3	26	0
30/09/07		£777	£681	£97	£2	£1,338	£1,338	23.6	26	0
30/09/06		£730	£655	£76	£0	£0	£0	n/a	0	0
30/09/05		£718	£629	£88	£0	£0	£0	n/a	0	0
30/09/04	*	£629	£627	£2	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 5%
Liabilities/Income: 9%
Unrestricted Funds/Total Funds: 95%
Reserves/Spending: 17.3 months
Net Current Assets/Spending: 4 months
Quick Ratio: 4.5

Asset Split ?

Established: 32 years

www.ladynuffieldhome.co.uk

jenny@ladynuffieldhome.co.uk

01865888500

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
The Advancement Of Health Or Saving Of Lives

GiG Classification

Residential nursing care facilities

How it operates

Provides buildings/facilities/open space
Provides services

Where it operates

Oxfordshire,

Who it helps

Elderly/Old People

Who works here?

31 employees
2 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 59-76

ANN ROSEMARY CAMPBELL Appointed: 2023, Occupation: Retired

CHARLOTTE RITCHIE Appointed: 2023, Occupation: Retired

DR HUGH ANDREW WADE NEIL Appointed: 2023, Occupation: Retired

GRAHAM BRAY Appointed: 2023, Occupation: Retired

JOANNA CHARMIAN GOFTON SUMNER Appointed: 2023, Occupation: Retired

MARK ROSENFELD Appointed: 2022, Occupation: Financial Consultant

DR JUDITH MARY SHAKESPEARE (Chair) Appointed: 2015, Occupation: Retired, Other trusteeship: SUDEP ACTION,

Legal constitution

Charitable company registered in England & Wales on 06/11/1992, number: 1015086
Registered at Companies House on 07/09/1992, number: 02745333

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR18: 113 days late, AR04: 1 days late,

Main office

The Lady Elizabeth Nuffiled Home
165 Banbury Road
Oxford
OX2 7AW

Objectives

TO RELIEVE AGED PEOPLE IN PARTICULAR BY PROVIDING OR ASSISTING IN THE PROVISION OF ACCOMMODATION NURSING OR RESIDENTIAL HOMES HEALTH CARE COMMUNITY CARE TRAINING EDUCATIONAL AND RECREATIONAL FACILITIES AND ANY OTHER FACILITIES WHATSOEVER THAT ARE DEVELOPED TO MEET THE NEEDS OF AGED PEOPLE

Defined Area of Benefit:

NOT DEFINED

Data Sources