Finance Score: 3

Governance Score: 4

Support Score: 1

Strong growth: +2
Deficit latest year: -2
Fundraising costs low: +3
No PartB

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

Grant maker support: +1

Overall GiG Score: 8

BANKFOOT HOUSE (MOFFAT) LIMITED

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
There has been strong growth in spending since inception
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 and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

There has been a change of accounting period recently, so trends may be hard to determine
Income was significantly lower than spending in the latest year

Established: 59 years

www.bankfoothouse.com

Financial Data

Income & Spending ?

Data adjusted to reflect year end change

Period ending	31/01/18	31/01/19	31/01/20	31/01/22	31/01/23
Charitable activities	£580,611	£770,199	£807,129		£924,393
Donations & Legacies	£165,966	£22,221	£12,921		£15,028
Other Income
Investment Income	£7,216	£5,398	£6,162		£6,318
Total income	£753,793	£797,818	£826,212	£863,564	£945,739
Charitable activities spending	£595,654	£766,303	£728,150		£1,269,371
Fundraising costs	0%	0%	0%		0%
Other spending					£6,610
Total spending	£597,273	£767,565	£729,462	£859,358	£1,278,162
Surplus/deficit	£156,520	£30,253	£96,750	£4,206	-£332,423

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Listed activities

It carries out activities or services itself

Purposes

The relief of those in need by reason of age, ill-health, disability, financial hardship or other disadvantage

Where it operates

Dumfries And Galloway

Who it helps

Older People

Who's supporting them? ?

Donations from Grant Makers ?

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

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Bankfoot House
£4,067	23/10/2021	We would like to improve the WI-FI connectivity within the house and have the facility to provide more activities for the residents.
Co-Operative Group - Grant to Bankfoot House (Moffat) Ltd
£3,085	29/11/2017	We require additional equipment to ensure the additional 6 rooms created by our extension are suitable for residents who may have dementia.
Robertson Trust - Extension to Bankfoot House
£64,000	31/01/2017	Extension to Bankfoot House

Data sourced from Donors via 360 Giving

How is it governed?

Directors (5)

Current Directors appointed

Gender Split

Age Range of Directors: 67-82

AITCHISON, Bertram
Appointed: 2022
Occupation: Retired

BOOTH, David Maurice
Appointed: 2020
Occupation: Retired

COCHRANE, Marion
Appointed: 2021
Occupation: Retired

O'NEILL, Liam
Appointed: 2022
Occupation: Legal Services

TILDESLEY, Janet
Appointed: 2019
Occupation: Retired

Legal constitution

Charity registered in Scotland on 26/05/1965, number: SC010316
Registered at Companies House on 15/01/1964, number: SC039794

Filing Record

3 returns made; all on time

Main office

Bankfoot, DG10 9RS

Objectives

“The company’s objects are: • To provide high quality Residential Care in Moffat for older people with additional care needs. • To ensure that the physical, emotional & spiritual needs of the Residents, in the Care Home, are met appropriately. • To maintain & develop the building & grounds of the Care Home to ensure they are “fit for purpose” • To ensure the Company & its staff operate within the high ethical & professional standards set out in the Vision & Values of the Company. • To play an active and positive role in the community of Moffat & District.”

Data Sources