Finance Score: 4

Governance Score: 1

Support Score: 5

Good reserves management: +3
Multiple Deficits: -2
Fundraising costs low: +3

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

Overall weighted support: +5

Overall GiG Score: 10

THE BRENDONCARE FOUNDATION

Brendoncare's purpose is to support older people, and its principal activities are the development and management of care centres (of which it currently has ten), and volunteer-led friendship and well-being clubs (of which it currently has over 60), situated in the South of England.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
Reserves management has been consistently within official guidelines
Spending has increased over the last 3 years relative to the previous period
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:

The Board has little diversity in terms of age

Financial issues to consider:

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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£27,485	£26,939	£546	£174	£20,524	£17,815	7.9	662	80
31/03/22		£24,332	£26,043	£-1,711	£209	£18,718	£15,329	7.1	758	50
31/03/21		£25,867	£26,720	£-853	£266	£20,328	£16,830	7.6	767	400
31/03/20		£25,898	£24,774	£1,124	£330	£21,132	£17,490	8.5	720	450
31/03/19		£21,954	£21,952	£2	£320	£19,641	£16,001	8.7	671	100
31/03/18		£21,132	£19,628	£1,504	£290	£19,678	£16,092	9.8	667	0
31/03/17		£20,448	£19,794	£654	£260	£18,687	£14,722	8.9	685	0
31/03/16		£19,795	£19,844	£-49	£228	£17,991	£14,564	8.8	673	0
31/03/15		£19,210	£19,528	£-318	£276	£18,250	£14,664	9	473	0
31/03/14		£18,104	£17,737	£367	£633	£18,568	£12,167	8.2	632	0
31/03/13		£17,520	£17,065	£455	£441	£18,201	£12,083	8.5	626	0
31/03/12		£17,249	£16,377	£872	£427	£17,746	£11,735	8.6	536	0
31/03/11		£16,393	£16,175	£218	£425	£16,874	£11,112	8.2	538	0
31/03/10		£16,522	£15,660	£862	£437	£16,656	£10,981	8.4	560	0
31/03/09		£17,249	£15,945	£1,304	£589	£15,794	£10,186	7.7	695	0
31/03/08		£15,422	£13,453	£1,969	£463	£14,490	£9,839	8.8	450	0
31/03/07		£12,892	£12,286	£606	£447	£12,521	£9,312	9.1	421	0
31/03/06		£11,326	£10,738	£588	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	*	£11,112	£10,093	£1,019	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	*	£9,809	£9,013	£796	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0.7%
Fundraising Costs/Total Spending: 0.6%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 47%
Liabilities/Income: 67%
Unrestricted Funds/Total Funds: 87%
Reserves/Spending: 7.9 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.5

Asset Split ?

Balance Sheet History

Established: 41 years

www.brendoncare.org.uk

enquiries@brendoncare.org.uk

01962857098

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
The Advancement Of Health Or Saving Of Lives

GiG Classification

Practical support, advice & companionship

How it operates

Acts as an umbrella or resource body
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Bournemouth, Buckinghamshire, Devon, Dorset, Hampshire, Poole, Southampton City, Wandsworth, West Sussex, Wiltshire,

Who it helps

Elderly/Old People

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Wolfson Foundation - Grant to The Brendoncare Foundation
£34,000	09/12/2021	Acoustic monitoring equipment in self-contained care home apartments at Brendoncare Otterbourne Hill Mews
The Rayne Foundation - Grant to The Brendoncare Foundation
£10,000	22/12/2019 12	Towards Me Time, through which Brendoncare aims to give each resident some protected time with a chosen member of staff to do something that will make them happy and is just for them.
National Lottery Community Fund - The Virtual Dementia Bus
£9,720	24/10/2019 12	The Virtual Dementia Bus
National Lottery Community Fund - Providing a safe indoor winter garden
£9,994	31/05/2018 12	The organisation will use the funding to refurbish their new indoor winter garden as part of their community hub. This will provide gentle gardening and social activities for older people affected by dementia, enable them to interact with the local ....more The organisation will use the funding to refurbish their new indoor winter garden as part of their community hub. This will provide gentle gardening and social activities for older people affected by dementia, enable them to interact with the local community, reduce their social isolation and loneliness and improve wellbeing.
The Rayne Foundation - Grant to The Brendoncare Foundation
£100,000	14/03/2016 12	Towards the capital costs of Shared Care at Otterbourne Hill, in particular towards the cost of the shared care apartments.
Comic Relief - Care Home Challenge Fund: Ladder to the Moon: creating a vibrant and caring community for our care home staff and residents
£20,000	27/05/2015 12	This project will improve the relationships between staff, residents and the care home community at two of our care homes, raising levels of activity, vibrancy and personalisation.
National Lottery Community Fund - Banishing the Blues; weekend clubs for older people in Hampshire and D
£118,699	23/04/2015 35	This is the expansion of current weekday activities which will provide weekend club activities for older people to address social isolation at weekends. The project will be open to all members of the older community at risk of social isolation for ....more This is the expansion of current weekday activities which will provide weekend club activities for older people to address social isolation at weekends. The project will be open to all members of the older community at risk of social isolation for reasons such as poor health, living alone or those who generally lack confidence to take part in community activities.
City Bridge Trust - Grant to Brendoncare Ronald Gibson House Care Centre
£9,200	25/09/2014	£9,200 towards the provision of a sensory garden and dementia-friendly furnishings in the dining room at Ronald Gibson House.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 56-74

DAVID JOHN PARFITT Appointed: 2017, Occupation: Retired

DR HELEN ROBERTS Appointed: 2015, Occupation: Professor

DR JANE ELIZABETH WILLIAMS Appointed: 2019, Occupation: Registered Nurse

DR SARAH LINDSAY HOBHOUSE Appointed: 2018, Occupation: Doctor

FAY GILLOTT Appointed: 2017, Occupation: Ceo

GORDON MICHAEL TILLETT Appointed: 2019, Occupation: Hr Director

IAN DAVID JACOBS Appointed: 2018, Occupation: Company Director

KATHERINE SARAH CHRISTIE Appointed: 2022, Occupation: Healthcare Manager

PHILIP DOWSON Appointed: 2020, Occupation: Accountant

PHILLIP RODNEY SYKES Appointed: 2021, Occupation: Chartered Accountant

PROFESSOR LEE-ANN FENGE-DAVIS Appointed: 2019, Occupation: University Lecturer

RICHARD TURNER Appointed: 2022, Occupation: Financial Adviser

Legal constitution

Charitable company registered in England & Wales on 19/03/1984, number: 326508
Registered at Companies House on 14/02/1984, number: 01791733

Gift Aid

Registered with HMRC for Gift Aid

Fundraising Regulator

First registered: 09/01/2016, current status: Awaiting renewal

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
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; AR05: 2 days late, AR04: 1 days late,

Main office

The Brendoncare Foundation
The Old Malthouse
Victoria Road
Winchester
SO23 7DU

Objectives

THE OBJECTS OF THE COMPANY (THE OBJECTS) ARE: 3.1. TO RELIEVE OLDER PEOPLE WHO ARE IN NEED BY THE ESTABLISHMENT, PROVISION AND MANAGEMENT OF RESIDENTIAL ACCOMMODATION AND BY THE PROVISION OF MEDICAL, NURSING AND OTHER ASSISTANCE NECESSARY FOR THEIR CARE AND COMFORT;3.2. TO PROVIDE OR TO ARRANGE FOR THE PROVISION OF ASSISTANCE, CARE OR COMFORT OF ANY KIND REQUIRED BY AN OCCUPANT OR OCCUPANTS OF ACCOMMODATION ESTABLISHED, PROVIDED OR MANAGED BY THE COMPANY PURSUANT TO CLAUSE 3.1 ABOVE; 3.3. TO PROVIDE FINANCIAL ASSISTANCE TO OLDER PEOPLE IN NEED IN ORDER TO ENABLE SUCH PERSONS TO ENTER INTO OR REMAIN IN OCCUPATION OF SUCH ACCOMMODATION; 3.4. TO PROVIDE OR ARRANGE FOR THE PROVISION OF MEDICAL, NURSING AND OTHER ASSISTANCE NECESSARY FOR THE CARE AND COMFORT OF OLDER PEOPLE;3.5. TO PROMOTE THE WELL BEING OF OLDER PEOPLE BY PROVIDING FINANCIAL ASSISTANCE, ITEMS, SERVICES OR FACILITIES CALCULATED TO IMPROVE THEIR QUALITY OF LIFE AND TO ENABLE OR ASSIST THEM TO MAINTAIN THEIR INDEPENDENCE.IN THIS ARTICLE 3 OLDER PEOPLE SHALL MEAN INDIVIDUALS AGED 60 AND OVER AND INDIVIDUALS AGED BELOW 60 WHO ARE SUFFERING FROM CONDITIONS OR DISEASES COMMONLY ASSOCIATED WITH OR SIMILAR TO THOSE OF OLD AGE.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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