Finance Score: 0

Governance Score: -4

Support Score: 3

No conflicts policy: -1
Narrow trustee age band: -2
Mainly male board: -1

Gov Income
Grant maker support: +3

Overall GiG Score: -1

TAPTONHOLME

To provide, manage and maintain a home for aged persons resident in the City of Sheffield.

Analysis by Giving is Great

Positives:

The charity has received Government grants
Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is predominantly male
The Board has little diversity in terms of age

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		£666	£619	£47	£0	£495	£490	9.5	21
31/12/21		£543	£550	£-6	£0	£448	£443	9.7	21
31/12/20		£475	£535	£-60	n/a	n/a	n/a	n/a	n/a
31/12/19		£561	£546	£14	£0	£514	£510	11.2	22
31/12/18		£479	£493	£-14	£0	£0	£0	n/a	0
31/12/17		£459	£465	£-7	£0	£0	£0	n/a	0
31/12/16		£509	£476	£33	£0	£521	£516	13	23
31/12/15		£436	£446	£-10	£0	£0	£0	n/a	0
31/12/14		£462	£408	£55	£0	£0	£0	n/a	0
31/12/13		£444	£403	£41	£0	£0	£0	n/a	0
31/12/12		£449	£383	£66	£0	£0	£0	n/a	0
31/12/11		£413	£411	£1	£0	£0	£0	n/a	0
31/12/10		£359	£379	£-20	£0	£0	£0	n/a	0
31/12/09	*	£370	£430	£-60	£0	£0	£0	n/a	0
31/12/08		£398	£368	£30	£0	£0	£0	n/a	0
31/12/07		£353	£369	£-16	£0	£0	£0	n/a	0
31/12/06		£338	£314	£24	£0	£0	£0	n/a	0
31/12/05		£296	£282	£14	£0	£0	£0	n/a	0
31/12/04		£294	£282	£12	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 13%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 9.5 months
Net Current Assets/Spending: 5 months
Quick Ratio: 4.7

Asset Split ?

Established: 40 years

www.taptonhome.co.uk

info@taptonholme.co.uk

01142812223

Charity Commission for England and Wales

Listed activities

Accommodation/Housing

GiG Classification

Poverty relief

How it operates

Provides services

Where it operates

Sheffield City,

Who it helps

Elderly/Old People

Who works here?

21 employees

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 58-73

ANDREW PETER DUFFIELD Appointed: 2006, Occupation: Architect

DAVID JONATHAN DUNN Appointed: 2014, Occupation: Investment Manager, Other trusteeships: CHERRYTREE, CHERRYTREE SUPPORT SERVICES LIMITED, THE COAL INDUSTRY SOCIAL WELFARE ORGANISATION 2014,

DR JANE LIDDLE, Occupation: Physician

DR PAUL RANSOME HARVEY Appointed: 2013, Occupation: Medical Doctor

MARTIN EDWARD COWELL (Chair) Appointed: 2000, Occupation: Solicitor

Legal constitution

Charitable company registered in England & Wales on 23/10/1984, number: 515698
Registered at Companies House on 13/09/1984, number: 01848130

Gift Aid

NOT 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

19 returns made; AR09: 10 days late,

Main office

UNIT 8 SHEPCOTE OFFICE VILLAGE
333 SHEPCOTE LANE
SHEFFIELD
S9 1TG

Objectives

TO PROMOTE, MANAGE AND MAINTAIN A HOME FOR THE RELIEF OF SICK OR AGED PERSONS RESIDENT IN THE CITY OF SHEFFIELD AND THE NEIGHBOURHOOD, BY PROVIDING, AND IF THOUGH FIT, CHARGING FOR, RESIDENTIAL FACILITIES AND TO MAKE AVAILABLE TO SUCH PERSONS, NURSING AND MEDICAL ASSISTANCE ON A FULL OR PART-TIME BASIS AND TO PROVIDE FULL IN-PATIENT AND OUT-PATIENT HOSPITAL FACILITIES. (FOR FURTHER DETAILS SEE CLAUSE 3 OF THE MEMORANDUM)

Defined Area of Benefit:

CITY OF SHEFFIELD AND NEIGHBOURHOOD

Data Sources