Finance Score: -2

Governance Score: 0

Support Score: 0

Liabilities <10%: +3
Excess reserves: -4
Reasonable growth: +1
Multiple Deficits: -2

No supporters identified

Overall GiG Score: -2

THE BARNES FUND

A grant-making charitable trust for the benefit of residents of Barnes, the objects of which are the relief of poverty, relief for the elderly, the relief of distress and sickness, the provision of facilities for recreation and leisure and education. The Walsingham Lodge Trust, a subsidiary charity, houses older Barnes residents who are in need of sheltered accommodation.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been reasonable growth in spending over the last 3 years relative to the previous period

Regulatory & Governance issues to consider:

This charity uses a corporate trustee

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £3,673,986 available, equivalent to 46 months of spending and so may not be able to utilise additional funding
On several occasions in recent years income has been less than spending

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	£725	£955	£-230	£0	£13,392	£3,674	46.1	2	1
31/12/21	£703	£768	£-66	£0	£15,097	£4,288	67	2	1
31/12/20	£722	£806	£-85	£0	£13,509	£3,909	58.2	1	2
31/12/19	£702	£769	£-67	£0	£13,166	£3,883	60.6	1	0
31/12/18	£690	£593	£97	£0	£11,660	£3,564	72.2	1	0
31/12/17	£669	£635	£33	£0	£11,941	£3,560	67.2	0	0
31/12/16	£721	£561	£160	£0	£11,279	£3,391	72.5	0	0
31/12/15	£634	£505	£130	£18	£10,489	£3,141	74.7	1	0
31/12/14	£617	£453	£164	£18	£10,065	£3,018	79.9	0	0
31/12/13	£615	£517	£97	£18	£9,401	£2,804	65	0	0
31/12/12	£561	£483	£78	£16	£8,061	£2,577	64	0	0
31/12/11	£603	£480	£123	£20	£7,706	£2,609	65.2	1	0
31/12/10	£602	£423	£178	£19	£7,907	£2,564	72.7	0	0
31/12/09	£498	£417	£81	£0	£0	£0	n/a	0	0
31/12/08	£507	£469	£38	£18	£6,893	£2,220	56.8	0	0
31/12/07	£564	£341	£223	£15	£8,463	£2,469	86.9	0	0
31/12/06	£540	£460	£80	£0	£0	£0	n/a	0	0
31/12/05	£415	£418	£-3	£0	£0	£0	n/a	0	0
31/12/04	£398	£354	£44	£0	£0	£0	n/a	0	0

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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: 1%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 27%
Reserves/Spending: 46.1 months
Net Current Assets/Spending: 2 months
Quick Ratio: 2.3

Asset Split ?

Established: 63 years

www.thebarnesfund.org.uk

executivedirector@thebarnesfund.org.uk

07484146802

Charity Commission for England and Wales

Listed activities

Accommodation/Housing
Amateur Sport
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
Recreation
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Other charitable activities

Where it operates

Richmond Upon Thames,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities

Who works here?

2 employees
1 volunteer

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (1)

The Barnes Fund Trustee Limited

Legal constitution

Charity registered in England & Wales on 15/06/1961, number: 200103

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Homes England

Policies in force

Complaints handling
Conflicting interests
Investment
Risk management
Safeguarding vulnerable beneficiaries

Filing Record

19 returns made; all on time

Main office

PO BOX 347
Hampton
Middlesex
TW12 9ED

Objectives

THE BENEFIT OF THE INHABITANTS OF THE AREA OF THE ANCIENT PARISH OF BARNES AS FOLLOWS: 1) THE RELIEF OF THE AGED, IMPOTENT AND POOR; 2) THE RELIEF OF DISTRESS AND SICKNESS; 3) THE PROVISION AND SUPPORT (WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE SAID INHABITANTS IN THE INTERESTS OF SOCIAL WELFARE) OF FACILITIES FOR RECREATION OF OTHER LEISURE TIME OCCUPATION; 4) THE PROVISION AND SUPPORT OF EDUCATIONAL FACILITIES.

Defined Area of Benefit:

ANCIENT PARISH OF BARNES.

Data Sources