Finance Score: 3

Governance Score: 1

Support Score: 3

Liabilities <10%: +3
Excess liquidity: -1
Accounts filed more than 5 days late: -2 times
Fundraising costs low: +3

Narrow trustee age band: -2
Gender balanced board: +3

Gov Income
Grant maker support: +3

Overall GiG Score: 7

BERNHARD BARON CARE HOME

We provide residential care in a homely community setting encouraging independence and improving the quality of life of our residents. We are more of a community than a residential care home while providing 24 hour loving care for our residents in a lovely setting with dedicated, experienced and well trained staff.

Analysis by Giving is Great

Positives:

The charity has received Government grants
This charity has a robust balance sheet
Spending has increased 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 is not recognised by HMRC for Gift Aid according to its latest published return
The Board has little diversity in terms of age

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end especially considering the historic stability of income
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended

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		£2,520	£2,495	£25	£0	£3,539	£3,489	16.8	71	12
31/03/22		£2,309	£2,392	£-83	£0	£3,542	£3,542	17.8	70	12
31/03/21		£2,293	£2,287	£5	£0	£3,611	£3,611	18.9	71	12
31/03/20	*	£2,166	£2,229	£-62	£0	£3,447	£3,447	18.6	70	0
31/03/19	*	£2,016	£2,029	£-13	£0	£3,588	£3,588	21.2	66	10
31/03/18		£2,023	£1,897	£126	£0	£3,572	£3,572	22.6	64	0
31/03/17		£1,700	£1,500	£200	£5	£3,451	£3,451	27.6	62	0
31/03/16		£1,723	£1,501	£223	£0	£3,346	£3,346	26.8	63	0
31/03/15		£1,576	£1,471	£105	£48	£3,149	£3,140	25.6	45	0
31/03/14		£1,503	£1,124	£379	£43	£2,999	£2,999	32	40	0
31/03/13		£1,581	£1,333	£248	£39	£3,199	£3,199	28.8	39	0
31/03/12		£1,263	£1,292	£-29	£37	£2,889	£2,889	26.8	41	0
31/03/11		£1,263	£1,258	£5	£29	£2,922	£2,922	27.9	34	0
31/03/10		£1,146	£1,140	£6	£31	£2,872	£2,872	30.2	34	0
31/03/09		£1,185	£1,056	£130	£24	£2,785	£2,785	31.7	38	0
31/03/08		£1,162	£1,007	£156	£32	£2,722	£2,722	32.5	30	0
31/03/07		£1,162	£970	£192	£24	£2,601	£2,601	32.2	25	0
31/03/06		£1,078	£937	£141	£0	£0	£0	n/a	0	0
31/03/05		£1,216	£925	£291	£0	£0	£0	n/a	0	0
31/03/04		£907	£883	£23	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.2%
Fundraising Costs/Total Spending: 0.2%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 7%
Liabilities/Income: 11%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 16.8 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.2

Asset Split ?

Established: 26 years

www.bbch.co.uk

jan@bbch.co.uk

01323483613

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Other Charitable Purposes

GiG Classification

Residential nursing care facilities

How it operates

Other charitable activities
Provides services

Where it operates

East Sussex,

Who it helps

Elderly/Old People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Age Range of Trustees: 63-75

ALAN DAVID WEST Appointed: 2023, Occupation: Clerk In Holy Orders

JEAN ELIZABETH STOCK Appointed: 2003, Occupation: Teacher

JOHN WARING THURLEY Appointed: 2017, Occupation: Retired

JON STOCK Appointed: 2023, Occupation: Retired

KATHY GIBBS Appointed: 2013, Occupation: Retired

PETER ALAN APPLETON (Chair) Appointed: 2001, Occupation: Farmer

SUE HALLETT, Occupation: Teacher

SHEILA ALICE ROSALIND COLES Appointed: 2020, Occupation: Retired

SUSAN MARGARET WALTON Appointed: 2020, Occupation: Retired Charity Ceo

TRISH SEAR, Occupation: Senior Manager Family Operations

Legal constitution

Charitable company registered in England & Wales on 06/08/1998, number: 1070891
Registered at Companies House on 12/06/1998, number: 03580252

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
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

20 returns made; AR20: 18 days late, AR19: 40 days late,

Main office

EASTBOURNE ROAD
POLEGATE
EAST SUSSEX
BN26 5HB

Objectives

THE CHARITY'S OBJECTS (THE OBJECTS) ARE THE RELIEF OF ELDERLY PERSONS WHO ARE IN NEED BY PROVIDING HOUSING AND ITEMS, SERVICES OR FACILITIES CALCULATED TO REDUCE THE NEED OF SUCH PERSONS.

Defined Area of Benefit:

NOT DEFINED

Data Sources