Finance Score: 1

Governance Score: 6

Support Score: 3

Reasonable growth: +1

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 10

BARNWOOD TRUST

Barnwood acts as an agent of social change, working alongside disabled people and people with mental health conditions to create that change in Gloucestershire. We listen and learn. We fund. We influence. We take what we listen and learn into our decisions about funding and the changes we want to influence, and we use funding to support the influencing work we do.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
This charity has an endowment fund which generates most of its income
There has been reasonable growth in spending over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

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
31/12/22	£2,822	£6,228	£-3,406	£185	£91,388	£90,424	174.2	39	0
31/12/21	£2,783	£4,755	£-1,972	£179	£105,845	£104,759	264.4	40	0
31/12/20	£3,023	£5,377	£-2,354	£149	£100,001	£99,002	221	47	0
31/12/19	£3,191	£4,535	£-1,343	£130	£99,260	£98,318	260.2	51	100
31/12/18	£3,240	£4,056	£-817	£99	£91,122	£90,308	267.2	49	100
31/12/17	£2,951	£3,623	£-672	£116	£98,160	£97,281	322.2	43	0
31/12/16	£3,703	£4,100	£-396	£155	£92,558	£91,767	268.6	34	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 1%
Liabilities/Income: 32%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 174.2 months
Net Current Assets/Spending: -0 months
Quick Ratio: 0.6

Asset Split ?

Established: 9 years

http://www.barnwoodtrust.org/

info@barnwoodtrust.org

01242539935

Charity Commission for England and Wales

Tweets

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals
Provides buildings/facilities/open space
Provides services

Where it operates

Gloucestershire,

Who it helps

People With Disabilities

Who works here?

39 employees

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Thirty Percy Foundation - Grant to Barnwood Trust
£100,000	28/05/2020	Top-up funding for our contribution into the Gloucester Funders.
Thirty Percy Foundation - Grant to Barnwood Trust
£100,000	20/04/2020	Funding to go to the Barnwood Trust to administer Covid-19 short-to-medium term response funding. We are working in partnership with Barnwood and a number of other foundations in Gloucestershire to ....more Funding to go to the Barnwood Trust to administer Covid-19 short-to-medium term response funding. We are working in partnership with Barnwood and a number of other foundations in Gloucestershire to identify which initiatives to fund.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

REYAZ LIMALIA Appointed: 2022

ANN SANTRY (Chair) Appointed: 2018

ANDREW COTTERILL Appointed: 2022

BENJAMIN PREECE-SMITH Appointed: 2017

COLIN SMITH Appointed: 2019

INGRID BARKER Appointed: 2023

PATRICIA HELEN JAY Appointed: 2019

PHILIPPA JONES Appointed: 2019

SHAUN DAVID PARSONS Appointed: 2016

PAUL HOOPER Appointed: 2023, Other trusteeship: HOPE FOR TOMORROW,

RICHARD AMOS Appointed: 2021, Occupation: None, Other trusteeships: THE COMMUNITY COUNCIL OF SHROPSHIRE, INCLUSION GLOUCESTERSHIRE,

Legal constitution

Charity registered in England & Wales on 27/07/2015, number: 1162855

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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

Filing Record

7 returns made; all on time

Main office

Barnwood Trust
Overton House
Overton Road
CHELTENHAM
GL50 3BN

Objectives

(1) THE OBJECTS OF THE CHARITY ARE:(A) THE RELIEF OF PERSONS WHO:(I) HAVE A MENTAL OR NERVOUS DISORDER; OR (II) HAVE A SERIOUS PHYSICAL INFIRMITY OR DISABILITY; ANDWHO ARE SICK, CONVALESCENT, DISABLED, INFIRM OR IN NEED, HARDSHIP OR DISTRESS BY RELIEVING THEIR CONDITIONS OR ASSISTING THEIR RECOVERY; AND(B) TO PROMOTE RESEARCH INTO THE CAUSE, PREVENTION AND TREATMENT OF SICKNESS AND TO PUBLICISE THE RESULTS.(2) SUBJECT TO SUB-CLAUSE (3) BELOW, IN APPLYING THE INCOME OF THE CHARITY UNDER SUB-CLAUSE 1(A) ABOVE THE TRUSTEES MUST GIVE PREFERENCE TO PERSONS NOW OR FORMERLY RESIDENT IN THE COUNTY OF GLOUCESTERSHIRE(3) IF AND IN SO FAR AS THE INCOME OF THE CHARITY CANNOT BE APPLIED UNDER SUB-CLAUSE 1(A) ABOVE TOWARDS THE RELIEF OF PERSONS RESIDENT OR FORMERLY RESIDENT IN THE COUNTY OF GLOUCESTERSHIRE,THE TRUSTEES MAY APPLY IT FOR THE RELIEF OF SUCH OTHER PERSONS AS THE TRUSTEES THINK FIT. (4) THE TRUSTEES MAY RELIEVE THOSE ELIGIBLE FOR ASSISTANCE BY MAKING GRANTS OF MONEY TO SUCH OTHER PERSONS OR BODIES WHO PROVIDE GOODS, SERVICES OR FACILITIES TO THOSE ELIGIBLE FOR ASSISTANCE AS THE TRUSTEES THINK FIT.(5) THE TRUSTEES MAY RELIEVE PERSONS IN NEED BY:(A) PROVIDING HOUSING OR OTHER ACCOMMODATION, CARE, NURSING AND ATTENTION; OR(B) MAKING GRANTS OR LOANS; OR(C) DOING SUCH OTHER LAWFUL ACTS AND THINGS AS MAY FURTHER THE OBJECTS.

Data Sources