Finance Score: -5
Governance Score: -1
Support Score: 0
  • Volatile income & significant deficit in latest year: -5
  • No PartB
  • Only 4 Trustees: -1
  • Good trustee age range: +3
  • All female board: -3
  • No supporters identified
Overall GiG Score: -6 ?

THE BERNICIA FOUNDATION 

The objects of the Foundation are to provide for the relief of those in need by reason of poverty, homelessness, old age, mental or physical disability or ill health by the provision of grants, items and services to individuals in need and/or organisations working to relieve such needs.
Analysis by Giving is Great

Positives:

  • The charity has received modest backing from a grant maker

Regulatory & Governance issues to consider:

  • There are only 4 trustees
  • The Board is completely female

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • Income has been volatile recently and was significantly lower than spending in the latest year

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
31/03/23£200£259£-59n/an/an/an/an/a0
31/03/22£300£222£78n/an/an/an/an/a0
31/03/21*£503£508£-6£0£-6£0n/a00
Highest pay bracket: less than £60,000
Established: 4 years

berniciafoundation.com

jenny.allinson@bernicia.com

03448003800

Charity Commission for England and WalesCompanies HouseX
UN SDGs
?
Listed activities
  • Disability
  • Economic/Community Development/Employment
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Services for homeless & excluded people & ex-offenders
How it operates
  • Makes Grants to Individuals
  • Makes Grants to Organisations
  • Provides other finance
Where it operates
  • Throughout England,
Who it helps
  • Other Charities Or Voluntary Bodies
  • The General Public/Mankind

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
National Lottery Community Fund - Digital Drop In for Older People
£2,460 03/10/2021
Funding will be used to provide in-person training for older people vulnerable adults and carers in digital technology so they can access social activities services and support networks.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)
Current Trustees appointed
Gender Split

Age Range of Trustees: 42-66
  • AVRIL GIBSON Appointed: 2019, Occupation: Project Development Manager
Legal constitution
  • Charitable company registered in England & Wales on 24/06/2020, number: 1190094
  • Registered at Companies House on 17/07/2019, number: 12107517
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
Filing Record
3 returns made; AR21: 53 days late,
Main office

BERNICIA
OAKWOOD WAY
ASHWOOD BUSINESS PARK
ASHINGTON
NE63 0XF

Objectives

FOR THE PUBLIC BENEFIT TO:1. PROVIDE AND MANAGE HOUSING, INCLUDING SOCIAL HOUSING, AND PROVIDE ASSISTANCE TO HELP HOUSE PEOPLE AND ASSOCIATED FACILITIES, AMENITIES AND SERVICES FOR POOR PEOPLE OR FOR THE RELIEF OF AGED, DISABLED (WHETHER PHYSICAL OR MENTALLY) OR CHRONICALLY SICK PEOPLE; AND / OR2. DEVELOP THE CAPACITY AND SKILLS OF THE MEMBERS OF ANY SOCIALLY AND ECONOMICALLY DISADVANTAGED COMMUNITY IN SUCH A WAY THAT THEY ARE BETTER ABLE TO IDENTIFY, AND HELP MEET, THEIR NEEDS AND TO PARTICIPATE MORE FULLY IN SOCIETY; AND / OR3. PREVENT OR RELIEVE POVERTY OR FINANCIAL HARDSHIP; AND / OR4. PROMOTE SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY PREVENTING PEOPLE FROM BECOMING SOCIALLY EXCLUDED, RELIEVING THE NEEDS OF THOSE PEOPLE WHO ARE SOCIALLY EXCLUDED AND ASSISTING THEM TO INTEGRATE INTO SOCIETY; AND / OR5. PROMOTE SUSTAINABLE DEVELOPMENT FOR THE BENEFIT OF THE PUBLIC; AND / OR6. ADVANCE THE EDUCATION OF THE PUBLIC IN SUBJECTS RELATING TO SUSTAINABLE DEVELOPMENT AND THE PROTECTION, ENHANCEMENT AND REHABILITATION OF THE ENVIRONMENT AND TO PROMOTE STUDY AND RESEARCH IN SUCH SUBJECTS PROVIDED THAT THE USEFUL RESULTS OF SUCH STUDY ARE DISSEMINATED TO THE PUBLIC AT LARGE; AND / OR7. PROMOTE FOR THE BENEFIT OF THE PUBLIC URBAN OR RURAL REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION; AND / OR8. SUPPORT ANY CHARITABLE REGISTERED PROVIDER OF SOCIAL HOUSING IN ACHIEVING ITS CHARITABLE OBJECTS; AND / OR9. ANY OTHER CHARITABLE OBJECT THAT CAN BE CARRIED OUT FROM TIME TO TIME BY A CHARITY REGISTERED AS A REGISTERED PROVIDER OF SOCIAL HOUSING WITH THE REGULATOR OF SOCIAL HOUSING.

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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