Finance Score: -3

Governance Score: 5

Support Score: 10

Liabilities <10%: +3
Excess liquidity: -1
Fundraising costs high: -5

12+ Trustees: -1
Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +10

Overall GiG Score: 12

HELEN & DOUGLAS HOUSE

Relief of sickness and stress and provision of palliative and supportive care to children and young people with life-shortening conditions to enable them to live as well and as fully as possible to the end of their lives, supporting their needs and wishes at the time of their death. To promote the well-being of their families and carers with counselling, practical support and bereavement care.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
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:

There are 13 trustees whereas the Charities Commission recommends a maximum of 12

Financial issues to consider:

Liquidity appeared to be in excess of CC guidelines at the latest year end
Fundraising costs are extremely high relative to funds raised

Established: 23 years

www.helenanddouglas.org.uk

finance@helenanddouglas.org.uk

01865794749

Charity Commission for England and Wales

Tweets

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	£9,846	£10,470	£-624	£5,751	£15,508	£14,520	16.6	173	427
31/03/22	£9,957	£9,037	£920	£5,220	£16,463	£16,177	21.5	168	404
31/03/21	£9,422	£8,330	£1,092	£4,715	£15,102	£14,621	21.1	164	470
31/03/20	£9,730	£8,403	£1,327	£5,028	£12,517	£12,154	17.4	213	584
31/03/19	£8,905	£8,703	£202	£5,098	£11,603	£11,466	15.8	180	707
31/03/18	£9,257	£11,805	£-2,548	£6,440	£11,073	£10,875	11.1	229	0
31/03/17	£9,958	£11,293	£-1,335	£1,175	£13,497	£13,340	14.2	274	0
31/03/16	£9,466	£10,991	£-1,525	£1,143	£15,051	£14,888	16.3	278	0
31/03/15	£12,014	£11,228	£786	£6,116	£16,732	£16,539	17.7	225	0
31/03/14	£10,413	£11,306	£-893	£6,080	£15,432	£14,450	15.3	220	0
31/03/13	£10,458	£11,100	£-642	£6,055	£16,189	£14,702	15.9	266	0
31/03/12	£9,316	£10,612	£-1,296	£5,842	£16,048	£14,529	16.4	215	0
31/03/11	£11,087	£9,008	£2,079	£4,360	£17,232	£15,727	21	221	0
31/03/10	£7,213	£8,299	£-1,086	£4,010	£14,927	£12,976	18.8	221	0
31/03/09	£5,324	£7,335	£-2,011	£3,289	£14,651	£10,966	17.9	195	0
31/03/08	£6,422	£5,798	£624	£2,061	£19,298	£12,053	24.9	151	0
31/03/07	£3,927	£4,243	£-316	£947	£19,617	£8,804	24.9	124	0
31/03/06	£3,069	£3,761	£-692	£0	£0	£0	n/a	0	0
31/03/05	£2,512	£2,951	£-438	£0	£0	£0	n/a	0	0
31/03/04	£2,589	£2,403	£186	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 109.1%
Fundraising Costs/Total Spending: 54.9%
Senior Staff Costs/Total Spending: 6%
Highest pay band: £100,000-£110,000
Liabilities/Assets: 5%
Liabilities/Income: 8%
Unrestricted Funds/Total Funds: 94%
Reserves/Spending: 16.6 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.3

Asset Split ?

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Throughout England,

Who it helps

Children/Young People
People With Disabilities

Who works here?

173 employees
427 volunteers

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.

Major supporters in last 5 years

Department of Health	£930,901
Wolfson Foundation	£100,000
The Berkeley Foundation	£59,009
Rothschild Foundation	£30,000

Specific Donations

Amount	When Months	To be used for
The Berkeley Foundation - Match funding payment
£8,547	31/10/2023	Unrestricted match funding payment to October 2023
The Berkeley Foundation - Match funding payment
£705	31/07/2023	Unrestricted match funding payment to July 2023
The Berkeley Foundation - Match funding payment
£5,946	30/04/2023	Unrestricted match funding payment to to April 2023
The Berkeley Foundation - Cost of Living Grant
£5,000	26/04/2023	One-off, unrestricted grant
The Berkeley Foundation - Match funding payment
£3,738	31/01/2023	Unrestricted match funding payment to to January 2023
The Berkeley Foundation - Match funding payment
£8,639	31/10/2022	Unrestricted match funding payment to October 2022
Co-Operative Group - Grant to Helen & Douglas House
£3,078	22/10/2022	We would like to help more siblings of local children with life-shortening and terminal conditions. We help them to develop coping strategies and become more emotionally confident and resilient.
The Berkeley Foundation - Match funding payment
£2,428	31/07/2022	Unrestricted match funding payment to July 2022
Department of Health - Helen & Douglas House Hospice Care for Children & Young Adults
£459,226	01/06/2022	The grant supports the sustainable hospice service offer of palliative and end of life care for children and young people.
The Berkeley Foundation - Match Funding payment
£538	30/04/2022	Unrestricted match funding payment to April 2022
The Berkeley Foundation - Match funding payment
£1,757	31/01/2022	Unrestricted match funding payment to January 2022
Masonic Trust - MCF Hospice
£1,225	10/11/2021	Unrestricted funding for hospices
The Berkeley Foundation - Match funding payment
£11,361	31/10/2021	Unrestricted match funding payment to October 2021
Department of Health - Helen & Douglas House Hospice Care for Children & Young Adults
£471,675	14/09/2021	The grant supports the sustainable hospice service offer of palliative and end of life care for children and young people.
Rothschild Foundation - Grant to Helen & Douglas House
£30,000	03/09/2021	Outreach care and support services for 40 x families with terminally ill children, in their own homes, throughout Buckinghamshire.
The Berkeley Foundation - Covid-19 match funding grant
£352	20/04/2021	Unrestricted donation to a charity match funding the amount raised by Berkeley Group staff
Wolfson Foundation - Grant to Helen and Douglas House
£100,000	11/06/2020	Refurbishment of family accommodation. Grant converted to unrestricted funding in June 2020 in response to Covid-19 pandemic.
The Berkeley Foundation - Emergency Covid-19 grant to help mitigate loss of fundraising income
£10,000	28/04/2020	One-off unrestricted, emergency grant to support the Foundation's Designated Charities during the Covid-19 crisis. COVID19 related grant.
Garfield Weston Foundation - Main Grants award
£30,000	09/05/2018	Specialist Paediatric Palliative Care Doctors
Masonic Trust - Hospice Grant
£2,829	19/10/2016	Core funding for hospices
Woodward Charitable Trust - Towards the hospice for children & young people
£100	16/03/2006	Towards the local hospice for children and young adults.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

Age Range of Trustees: 43-80

ANN GOLDMAN Appointed: 2020, Occupation: Professional Coach

DAVID HUGH GYE Appointed: 2018, Occupation: Retired Investment Banker, Other trusteeships: THE BRITISH INSTITUTE OF PERSIAN STUDIES, THE LYNAM EDUCATIONAL FUND, THE IRAN SOCIETY,

IAN WATSON Appointed: 2019, Occupation: College Lecturer

JANET ANNEWEN ROWE Appointed: 2019, Occupation: Retired

JEEWAN KAUR GILL Appointed: 2022, Occupation: Business Executive

JENNIE VERONICA YOUNGER Appointed: 2022, Occupation: Director

LORD IAN WARWICK BLAIR QPM Appointed: 2018

LORNA MARY JOY BRAMWELLS Appointed: 2022, Occupation: Medical Professional

MARTIN MICHAEL WILDSMITH Appointed: 2019, Occupation: Company Director

PROFESSOR ANDREW ROBERT WILKINSON, Occupation: Paediatrician

PETER MARLAND Appointed: 2020, Occupation: Governance

SISTER JEAN RAPHAEL Appointed: 2017

TANYA BALDWIN Appointed: 2020, Occupation: Administrator, Other trusteeship: ST ANTONY'S COLLEGE IN THE UNIVERSITY OF OXFORD,

Legal constitution

Charitable company registered in England & Wales on 30/03/2001, number: 1085951
Registered at Companies House on 06/12/2000, number: 04120488

Gift Aid

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
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

20 returns made; all on time

Recent reorganisation events:

Asset transfer in from FIST FAST FOUNDATION on 12/07/2022

Main office

Helen & Douglas House
14a Magdalen Road
OXFORD
OX4 1RW

Objectives

The objects of the Charity are the relief of sickness and stress and in particular 1 To provide palliative and supportive care to children and young people with life-shortening conditions in order to relieve sickness and stress and in particular to enable them to live as well and as fully as possible to the end of their lives, supporting their needs and wishes at the time of their death. 2 To promote the well-being of families and carers of children and young people with life-shortening conditions by providing counselling, practical support and bereavement care

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE, OXFORDSHIRE

Data Sources