Finance Score: 6

Governance Score: 2

Support Score: 3

Liabilities <10%: +3
Reasonable growth: +1
Deficit latest year: -2
Good reserves: +1
Fundraising costs low: +3

No conflicts policy: -1
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 11

ST. BARNABAS SOUTHWOLD

ST BARNABAS IS A REGISTERED CHARITY ESTABLISHED IN 1897. THE OBJECTS OF ST BARNABAS, SET OUT IN THE CONSTITUTION ARE "TO PROVIDE RESIDENTIAL CARE, SHELTERED ACCOMMODATION AND/OR OTHER CARE AND ASSISTANCE FOR PERSONS WHO ARE ELDERLY AND/OR OF LIMITED MEANS AND IN NEED OF SUCH CARE AND ASSISTANCE AS THE MANAGEMENT COMMITTEE CONSIDER APPROPRIATE HAVING REGARD TO THE RESOURCES OF ST BARNABAS."

Analysis by Giving is Great

Positives:

The charity has received Government grants and contracts
This charity has a robust balance sheet
There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

Income was lower than spending in the latest year but the charity has substantial reserves available

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
31/12/22		£846	£973	£-127	£0	£2,350	£1,168	14.4	22
31/12/21		£758	£801	£-43	£0	£2,530	£1,168	17.5	23
31/12/20		£749	£779	£-30	£0	£2,534	£2,529	39	23
31/12/19	*	£820	£753	£67	£0	£2,561	£2,556	40.7	23
31/12/18		£670	£674	£-3	£0	£2,450	£2,445	43.6	23
31/12/17		£602	£613	£-11	£0	£2,519	£2,514	49.2	20
31/12/16		£576	£613	£-37	£0	£2,537	£2,532	49.6	20
31/12/15		£507	£1,115	£-608	£1,115	£2,526	£2,521	27.1	19

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Financial Ratios

Fundraising Costs/Relevant Income: 0.8%
Fundraising Costs/Total Spending: 0.7%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 50%
Reserves/Spending: 14.4 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.9

Asset Split ?

Established: 10 years

st-barnabas.southwold@outlook.com

01502722264

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Residential nursing care facilities

How it operates

Provides services

Where it operates

Suffolk,

Who it helps

Elderly/Old People
People With Disabilities

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

BRIAN DUNCAN Appointed: 2014

DAVID JOHN GAFFNEY Appointed: 2018, Other trusteeships: THE SOUTHWOLD TRUST, A B D FOX SETTLEMENT, BARRETT JENKINS CHARITABLE TRUST, THE FRIENDS OF THE OLD SOUTHWOLD HOSPITAL FUND, MILDENHALL TOWN CHARITY,

DIANE BROWN Appointed: 2015

ELIZABETH KRISTIN TARRIS Appointed: 2023

KENNETH NEIL HOLLOWAY Appointed: 2020, Other trusteeship: REYDON ESTATE CHARITY,

LUCY ANNABELL TURVILL Appointed: 2015

LUCY TURVILL Appointed: 2015

MARK WILLIAM CLARK Appointed: 2018

NIGEL JOHNSON (Chair) Appointed: 2014, Other trusteeships: THE SOUTHWOLD TRUST, THE FRIENDS OF THE OLD SOUTHWOLD HOSPITAL FUND,

SARAH WALLINGTON SMITH Appointed: 2021

TREVOR CLIFFORD Appointed: 2021, Other trusteeship: THE SOUTHWOLD AND REYDON RECREATIONAL DEVELOPMENT COUNCIL,

Legal constitution

Charity registered in England & Wales on 09/07/2014, number: 1157793

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Complaints handling
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

8 returns made; AR19: 126 days late,

Recent reorganisation events:

Asset transfer in from ST BARNABAS SOUTHWOLD on 24/03/2022

Main office

St. Barnabas
Godyll Road
SOUTHWOLD
IP18 6AJ

Objectives

TO PROVIDE RESIDENTIAL CARE, SHELTERED ACCOMMODATION AND/OR OTHER CARE AND ASSISTANCE FOR PERSONS WHO ARE ELDERLY AND/OR DISABLED AND/OR OF LIMITED MEANS AND IN NEED OF SUCH CARE AND ASSISTANCE AS THE MANAGEMENT COMMITTEE CONSIDER APPROPRIATE HAVING REGARD TO THE RESOURCES OF ST. BARNABAS.

Data Sources