BARCHESTER HEALTHCARE FOUNDATION
Barchester Healthcare Foundation helps older people as well as working age adults with a learning or physical disability or mental health issue across England, Scotland and Wales. We give grants to help reduce isolation and loneliness, promote group activities and generally improve people's mobility and quality of life. We help individuals, small community groups and small local charities.
Objects
THE OBJECTS OF THE CHARITY ARE TO RELIEVE THE NEEDS AND TO PROTECT AND PRESERVE THE PHYSICAL AND MENTAL HEALTH OF PEOPLE SUFFERING FROM MENTAL OR PHYSICAL ILLNESS, BEHAVIOURAL DISORDERS, OR THE EFFECTS OF OLD AGE, IN PARTICULAR, BUT NOT EXCLUSIVELY BY:1. THE CONDUCT OR COMMISSIONING OF RESEARCH INTO THE TREATMENT, DIAGNOSIS OR PREVENTION OF SUCH ILLNESSES, DISORDERS OR AGEING PROCESSES AND BY THE PUBLICATION OF THE USEFUL RESULTS OF SUCH RESEARCH; AND 2. THE PROVISION OF GRANTS, BURSARIES OR SUBSIDIES TO THOSE SUFFERING FROM THE AFOREMENTIONED ILLNESSES, DISORDERS OR EFFECTS OF OLD AGE.
Financial health, per its FY2025 accounts
The accounts state that the charity incurred a net deficit of £33,000 for the year, resulting in unrestricted fund balances decreasing from £311,000 to £278,000. The trustees consider the charity has the ability to continue its operations for the foreseeable future, with no material uncertainties identified. Reserves are held in a designated fund of £253,000, which slightly exceeds the stated policy target of £250,000.
What the accounts disclose
“The Trustees' policy is that they would not normally hold designated fund reserves in excess of £250,000.” — page 5
“During the current year, Barchester Healthcare Homes Limited (part of the Barchester group) recharged the charity for the time of two part-time members of staff. See note 6 for details of the amounts recharged.” — page 14
Policies the charity declares
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investment
- Risk management
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/12/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/12/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/12/2023
- Grant-making is its main activity
Corporate structure
- Registered company of the charity Companies House 04002177
Company officers (Companies House)
- CONWAY, Shona on trustee list
- GIBSON, Suzanne Florence on trustee list
- COUNSELL, Mitch on trustee list
- LEWIS, Irene on trustee list
- HAMBLEN, Helen Sarah on trustee list
- HALE, Sally on trustee list
- MCCALL, Simon James on trustee list
- HATHER, Jon
Trustees
- Simon McCallchair
- Claire Armstrong
- Dr Pete Calveley
- Helen Hamblen
- Irene Lewis
- Sally Hale
- Shona Conway
- Suzanne Gibson
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £490k | £523k |
| 31/12/2024 | £403k | £432k |
| 31/12/2023 | £486k | £313k |
| 31/12/2022 | £318k | £259k |
| 31/12/2021 | £234k | £229k |
Common questions
Is BARCHESTER HEALTHCARE FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that the charity incurred a net deficit of £33,000 for the year, resulting in unrestricted fund balances decreasing from £311,000 to £278,000. The trustees consider the charity has the ability to continue its operations for the foreseeable future, with no material uncertainties identified. Reserves are held in a designated fund of £253,000, which slightly exceeds the stated policy target of £250,000. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ASSOCIATION OF NHS CHARITIES | 2 | £142k |
| TWO RIDINGS COMMUNITY FOUNDATION | 1 | £23k |
| MISS W E LAWRENCE 1973 CHARITABLE SETTLEMENT | 1 | £6k |
| THE MERCHANT VENTURERS CHARITY | 1 | £6k |
| THE FORRESTER FAMILY TRUST | 1 | £5k |
| GERALD PALMER ELING TRUST COMPANY | 1 | £5k |
| SKIPTON BUILDING SOCIETY CHARITABLE FOUNDATION | 1 | £4k |
| YORKSHIRE BUILDING SOCIETY CHARITABLE FOUNDATION | 1 | £3k |
Charities like this
- Boroughbridge Community Charity
- Berkshire Healthcare Charity
- BERKSHIRE HEALTH & WELL-BEING SOCIAL ENTERPRISES
- BARNSLEY INDEPENDENT ALZHEIMER'S AND DEMENTIA SUPPORT
- CHESTERHILL CHARITABLE TRUST LIMITED
- WORCESTERSHIRE BREAST UNIT HAVEN
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| BARCHESTER HEALTHCARE FOUNDATION | £490k | — | 0 | above | — | no doubt |
| Boroughbridge Community Charity | £83k | — | — | above | — | no doubt |
| Berkshire Healthcare Charity | £641k | — | 0 | above | — | no doubt |
| BERKSHIRE HEALTH & WELL-BEING SOCIAL ENTERPRISES | £174k | — | 0 | unclear | — | no doubt |
| BARNSLEY INDEPENDENT ALZHEIMER'S AND DEMENTIA SUPPORT | £495k | — | 0 | unclear | — | noted |
| CHESTERHILL CHARITABLE TRUST LIMITED | £107k | — | 0 | unclear | — | no doubt |