Finance Score: 2
Governance Score: 4
Support Score: 3
  • Liabilities <10%: +3
  • Excess liquidity: -1
  • Narrow trustee age band: -2
  • Dynamic board: +3
  • Gender balanced board: +3
  • Gov Income
  • Overall weighted support: +3
Overall GiG Score: 9 ?

THE LADY NUFFIELD HOME

Charitable residential home for the older people situated in North Oxford
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
  • 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
  • Over half the Board have joined recently

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

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
30/09/23£1,640£1,532£108£0£2,273£2,27317.8323
30/09/22£1,442£1,432£10£0£2,167£2,06717.3312
30/09/21£1,251£1,313£-63£0£2,167£2,06718.9320
30/09/20£1,211£1,174£37£0£2,227£2,22722.8320
30/09/19£1,233£1,175£58£0£2,190£2,19022.4320
30/09/18*£1,228£1,245£-18£0£2,131£2,13120.5320
30/09/17£1,181£1,129£52£0£2,149£2,14922.8320
30/09/16£1,201£1,033£167£0£2,097£2,09724.4260
30/09/15£1,142£1,051£91£5£1,930£1,93022270
30/09/14£1,043£950£93£4£1,838£1,83823.2270
30/09/13£986£940£46£4£1,745£1,74522.3290
30/09/12£954£928£27£4£1,700£1,70022280
30/09/11£871£857£14£4£1,673£1,67323.4260
30/09/10£889£799£90£5£1,659£1,65924.9260
30/09/09£851£727£123£4£1,569£1,56925.9260
30/09/08£822£714£108£3£1,446£1,44624.3260
30/09/07£777£681£97£2£1,338£1,33823.6260
30/09/06£730£655£76n/an/an/an/an/an/a
30/09/05£718£629£88n/an/an/an/an/an/a
30/09/04*£629£627£2n/an/an/an/an/an/a

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 5%
Liabilities/Income: 7%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 17.8 months
Net Current Assets/Spending: 5 months
Quick Ratio: 5.8
Asset Split ?
Balance Sheet History
Established: 32 years

www.ladynuffieldhome.co.uk

jenny@ladynuffieldhome.co.uk

01865888500

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Residential nursing care facilities
How it operates
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Oxfordshire,
Who it helps
  • Elderly/Old People

Who supports 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: 60-77
  • ANN ROSEMARY CAMPBELL Appointed: 2023, Occupation: Retired
  • CHARLOTTE RITCHIE Appointed: 2023, Occupation: Retired
  • DR HUGH ANDREW WADE NEIL Appointed: 2023, Occupation: Retired
  • DR JUDITH MARY SHAKESPEARE (Chair) Appointed: 2015, Occupation: Retired
  • GRAHAM BRAY Appointed: 2023, Occupation: Retired
  • JENNIFER LYNNE TIMBRELL Appointed: 2024, Occupation: Retired
  • JOANNA CHARMIAN GOFTON SUMNER Appointed: 2023, Occupation: Retired
  • MARK ROSENFELD Appointed: 2022, Occupation: Financial Consultant
Legal constitution
  • Charitable company registered in England & Wales on 06/11/1992, number: 1015086
  • Registered at Companies House on 07/09/1992, number: 02745333
Gift Aid
  • NOT registered with HMRC for Gift Aid
Other Regulators
  • Care Quality Commission
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
  • 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
  • Volunteer management
Filing Record
20 returns made; AR18: 111 days late, AR04: 1 days late,
Main office

The Lady Elizabeth Nuffiled Home
165 Banbury Road
Oxford
OX2 7AW

Objectives

TO RELIEVE AGED PEOPLE IN PARTICULAR BY PROVIDING OR ASSISTING IN THE PROVISION OF ACCOMMODATION NURSING OR RESIDENTIAL HOMES HEALTH CARE COMMUNITY CARE TRAINING EDUCATIONAL AND RECREATIONAL FACILITIES AND ANY OTHER FACILITIES WHATSOEVER THAT ARE DEVELOPED TO MEET THE NEEDS OF AGED PEOPLE

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales

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