Finance Score: 1

Governance Score: -3

Support Score: 3

Liabilities <10%: +3
Excess reserves: -5
Fundraising costs low: +3

All male board: -3

Gov Income
Overall weighted support: +3

Overall GiG Score: 1

BETHANY CARE TRUST

Care of physically and mentally frail elderly Christians in a residential setting

Analysis by Giving is Great

Positives:

The charity has received Government grants and contracts
This charity has a robust balance sheet
Fundraising costs are unusually low relative to funds raised

Regulatory & Governance issues to consider:

The Board is completely male

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £6,337,760 available, equivalent to 57 months of spending and so may not be able to utilise additional funding

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£1,569	£1,339	£230	£0	£6,338	£6,338	56.8	50	25
31/03/22		£7,158	£1,147	£6,011	£0	£6,005	£6,005	62.9	50	15
31/03/21	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a

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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: 2%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 56.8 months
Net Current Assets/Spending: 7 months
Quick Ratio: 5.5

Asset Split ?

Balance Sheet History

Established: 4 years

http://www.bethanycaretrust.org.uk/

trust@bethanycare.org.uk

01189701710

Charity Commission for England and Wales

Listed activities

Disability

GiG Classification

Residential nursing care facilities

How it operates

Provides services

Where it operates

Hampshire,

Who it helps

Elderly/Old People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Based on 8/9 persons

BOBBI ANCY JACOB Appointed: 2023

DR STEPHEN EU RUEN LIM Appointed: 2020

ETHELBERT VICTOR MICHAEL Appointed: 2020

HUSAM YASSINE Appointed: 2023

IAN PAUL MORTIMORE Appointed: 2023

JASON MILLER Appointed: 2020

MATTHEW DAVID BISHOP Appointed: 2020

REGINALD GARFIELD CARNALL Appointed: 2020

SCOTT LINDSAY DUNN Appointed: 2020

Legal constitution

Charity registered in England & Wales on 30/09/2020, number: 1191545

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

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
Investing charity funds policy and procedures
Investment
Paying staff
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
Trustee expenses policy and procedures
Volunteer management

Filing Record

3 returns made; AR21: 1 days late,

Main office

17a Pamber Heath Road
Pamber Heath
Tadley
RG26 3TH

Objectives

THE OBJECTS OF THE CIO ARE, FOR THE PUBLIC BENEFIT, TO PROVIDE ALL ASPECTS OF CARE FOR ELDERLY CHRISTIANS WHO BY REASON OF AGE OR INFIRMITY OF MIND OR BODY ARE IN NEED OF SUCH CARE.