Finance Score: -1

Governance Score: 6

Support Score: 0

Pension deficit: -1

Good trustee age range: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 5

BRUNELCARE

Brunelcare is a registered charity and social landlord providing choice and care for older people in Somerset, North Somerset, Gloucestershire, South Gloucestershire and Bristol. Brunelcare provides sheltered and extra care housing, care homes and domiciliary care and support.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return

Financial issues to consider:

There is a pension deficit of £3,187,000

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		£43,270	£42,022	£1,248	£0	£29,809	£29,809	8.5	1,118	100
31/03/22		£40,379	£39,067	£1,312	£0	£29,631	£29,631	9.1	1,110	40
31/03/21	*	£36,965	£34,906	£2,059	£0	£26,055	£26,055	9	1,110	118
31/03/20		£32,071	£30,804	£1,267	£0	£27,369	£27,369	10.7	1,059	35
31/03/19		£33,877	£32,666	£1,211	£0	£22,590	£22,590	8.3	1,175	52
31/03/18		£33,029	£32,351	£678	£0	£24,587	£24,587	9.1	932	0
31/03/17	*	£33,012	£31,106	£1,906	£0	£23,540	£23,540	9.1	1,194	0
31/03/16		£33,201	£33,412	£-211	£0	£21,634	£19,600	7	1,243	0
31/03/15		£31,321	£31,189	£132	£137	£29,605	£29,605	11.4	953	0
31/03/14		£27,057	£26,838	£219	£44	£29,473	£29,473	13.2	892	0
31/03/13		£24,090	£23,569	£521	£37	£29,254	£29,254	14.9	748	0
31/03/12?		£28,904	£28,524	£380	£34	£24,775	£24,775	10.4	726	0
31/12/10		£23,524	£22,342	£1,182	£42	£24,395	£24,395	13.1	671	0
31/12/09		£22,494	£22,092	£402	£51	£23,213	£23,213	12.6	671	0
31/12/08		£21,052	£20,688	£364	£81	£22,855	£22,855	13.3	770	0
31/12/07		£19,285	£19,270	£15	£69	£22,535	£22,535	14	651	0
31/12/06		£17,648	£17,991	£-343	£0	£0	£0	n/a	0	0
31/12/05		£16,697	£15,363	£1,334	£0	£0	£0	n/a	0	0
31/12/04		£16,289	£15,194	£1,094	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £130,000-£140,000
Liabilities/Assets: 52%
Liabilities/Income: 83%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 8.5 months
Net Current Assets/Spending: 1 months
Quick Ratio: 1.1

Asset Split ?

Established: 62 years
(66 years as a company)

www.brunelcare.org.uk

INFO@BRUNELCARE.ORG.UK

07795822250

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Disability
The Advancement Of Health Or Saving Of Lives

GiG Classification

Other facilities management and maintenance

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Bristol City, North Somerset, Somerset, South Gloucestershire,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

1,118 employees
100 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 40-70

ALISON HILDA COMLEY Appointed: 2020, Occupation: Retired

ANDREW GEORGE SLOMAN Appointed: 2021, Occupation: Accountant

ANTHONY CHARLES OLDFIELD Appointed: 2020, Occupation: Chartered Surveyor

JOANNA MAKINSON Appointed: 2021, Occupation: Finance Director

KATIE JANE STILL Appointed: 2019, Occupation: Self Employed

MANDIP SINGH HAYER Appointed: 2019, Occupation: Not Working

NICHOLAS STUART HOOPER Appointed: 2018, Occupation: Self-Employed Consultant

PHILIP IAN HOPE Appointed: 2019, Occupation: Management Consultant

Legal constitution

Charitable company registered in England & Wales on 05/03/1962, number: 201555
Registered at Companies House on 31/05/1958, number: 00601847

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission
Homes England
Financial Conduct Authority

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

19 returns made; AR21: 7 days late, AR17: 0 days late,

Main office

Brunelcare Offices
Saffron Gardens
Prospect Place
BRISTOL
BS5 9FF

Objectives

THE OBJECTS FOR WHICH THE ASSOCIATION IS ESTABLISHED ARE: (A) THE RELIEF OF THOSE WITHIN THE UNITED KINGDOM WHO ARE IN NEED BY REASON OF AGE (WHETHER OR NOT THAT NEED IS EXACERBATED BY ILL-HEALTH, DISABILITY AND/OR FINANCIAL HARDSHIP); AND (B) THE RELIEF OF THOSE WITHIN THE UNITED KINGDOM WHO ARE IN NEED BY REASON OF ILL-HEALTH, DISABILITY AND/OR FINANCIAL HARDSHIP.

Defined Area of Benefit:

BRISTOL AND DISTRICT

Data Sources