Finance Score: 3

Governance Score: 9

Support Score: 7

Liabilities <10%: +3
Excess liquidity: -1
Income diversified: +3
Large legacies income: +1
Fundraising costs high: -3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +7

Overall GiG Score: 19

JULIA'S HOUSE LIMITED

Hospice care for children in Dorset and Wiltshire at home and in the Julia's House hospices, and support for their families.

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
This charity has a robust balance sheet
Income generation is well diversified
This charity has received considerable income from legacies in recent years
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 age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Liquidity appeared to be considerably in excess of CC guidelines at the latest year end especially considering the historic stability of income
Fundraising costs are high relative to funds raised

Established: 26 years

juliashouse.org

info@juliashouse.org

01202644220

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
31/12/22	£11,388	£8,885	£2,503	£1,457	£17,566	£16,881	22.8	159	627
31/12/21	£8,897	£7,401	£1,496	£1,202	£15,782	£15,332	24.9	152	500
31/12/20	£10,058	£7,126	£2,932	£1,171	£13,704	£13,510	22.8	151	400
31/12/19	£7,173	£7,987	£-813	£1,595	£10,465	£10,326	15.5	154	400
31/12/18	£7,382	£7,246	£136	£1,402	£10,736	£10,591	17.5	142	500
31/12/17	£7,003	£6,341	£662	£1,218	£10,715	£10,530	19.9	123	0
31/12/16	£6,634	£5,430	£1,204	£1,190	£9,795	£7,845	17.3	107	0
31/12/15	£7,271	£4,827	£2,444	£2,347	£8,316	£7,043	17.5	95	0
31/12/14	£5,671	£4,380	£1,290	£2,332	£5,619	£5,412	14.8	83	0
31/12/13	£4,495	£3,672	£823	£1,899	£4,226	£4,094	13.4	73	0
31/12/12	£3,646	£2,947	£699	£1,461	£3,326	£2,915	11.9	64	0
31/12/11	£2,791	£2,631	£160	£1,151	£2,571	£2,134	9.7	57	0
31/12/10	£2,411	£2,403	£9	£974	£2,433	£1,943	9.7	55	0
31/12/09	£2,178	£2,110	£68	£890	£2,368	£2,172	12.4	50	0
31/12/08	£2,393	£1,782	£612	£785	£2,248	£2,124	14.3	86	0
31/12/07	£1,525	£1,197	£328	£602	£1,733	£1,647	16.5	56	0
31/12/06	£1,045	£860	£184	£0	£0	£0	n/a	0	0
31/12/05	£635	£586	£49	£0	£0	£0	n/a	0	0
31/12/04	£589	£360	£229	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 26.2%
Fundraising Costs/Total Spending: 16.7%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 3%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 96%
Reserves/Spending: 22.8 months
Net Current Assets/Spending: 13 months
Quick Ratio: 13.1

Asset Split ?

Listed activities

Disability
General Charitable Purposes
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
Sponsors or undertakes research

Where it operates

Dorset, Wiltshire,

Who it helps

Children/Young People
People With Disabilities

Who works here?

159 employees
627 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	£1,132,130
Wiltshire Community Foundation	£23,753
Co-Operative Group	£8,269
Masonic Trust	£2,590

Specific Donations

Amount	When Months	To be used for
Department of Health - Julia's House LTD
£536,272	01/06/2022	The grant supports the sustainable hospice service offer of palliative and end of life care for children and young people. Please note that these hospice grants were previously funded by DHSC and was ....more The grant supports the sustainable hospice service offer of palliative and end of life care for children and young people. Please note that these hospice grants were previously funded by DHSC and was then transferred to NHSE to distribute and manage as ongoing support to the childrens hospices via a multi year award.
Masonic Trust - MCF Matched Funding
£1,250	27/01/2022	Unrestricted matched funding in partnership with the local masonic province
Wiltshire Community Foundation - Grant to Julia's House
£15,000	16/12/2021	Julia’s House provides paediatric nurse care for children 0-18 years old with life-shortening conditions. They support the whole family with regular care throughout children’s lives and ....more Julia’s House provides paediatric nurse care for children 0-18 years old with life-shortening conditions. They support the whole family with regular care throughout children’s lives and round-the-clock care in emergencies and at the end of a child’s life. Grant request towards the cost of their Respite+ service in Wiltshire.
Masonic Trust - MCF Hospice
£1,340	10/11/2021	Unrestricted funding for hospices
Co-Operative Group - Grant to Julia's House Children's Hospice Wiltshire
£1,986	23/10/2021	We would like to cover PPE equipment and travel costs to continue to provide expert clinical and respite care for children with life-shortening conditions who are being shielded at home.
Department of Health - Julia's House LTD
£595,858	14/09/2021	The grant supports the sustainable hospice service offer of palliative and end of life care for children and young people.
Wiltshire Community Foundation - Grant to Julia's House
£3,800	09/12/2020	Support for PPE and additional travel costs.
Co-Operative Group - Grant to Julia's House
£6,283	24/10/2020	We would like funding for next year's Sibling Service, which supports the brothers and sisters of our Julia's House children.
Wiltshire Community Foundation - Grant to Julia's House
£4,953	03/06/2020	PPE equipment for nurses and carers to visit life-limited children and their families at home
Department of Health - Julia's House LTD
£98,795	01/04/2019	Julia's House LTD
J J Charitable Trust - Donation
£10,000	20/06/2017	Towards running costs
Wolfson Foundation - Grant to Julia's House
£175,000	08/12/2016	New children's hospice in Wiltshire
The Blagrave Trust - Wiltshire Hospice
£80,000	08/03/2015	Families with severely disabled / life-limited children
National Lottery Community Fund - Hospice Care Team - Expansion of Services
£386,702	10/03/2010 48	This expansion of an existing project will provide support to children with a life-limiting illness or disability and their families. The group will continue to provide day-care for children at ....more This expansion of an existing project will provide support to children with a life-limiting illness or disability and their families. The group will continue to provide day-care for children at weekends, and will expand to offer overnight care to increase the amount of respite time for parents and make it easier for families living further away from the hospice to access its service. The project will also offer children the opportunity to access stimulating activities and specialist therapies.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 41-67

BARBARA ANN BAKER Appointed: 2020, Occupation: Company Director

BRIAN JOHN PARKER (Chair) Appointed: 2020, Occupation: Company Director

CHRISTOPHER JERRAM Appointed: 2024, Occupation: Company Director

DAVID HORDLE Appointed: 2024, Occupation: Company Director

DR SIMON CRAIGEN PENNELL Appointed: 2023, Occupation: Retired Medical Practitoner

JACQUELINE JEAN IRVINE Appointed: 2021, Occupation: Director

KAREN DOROTHY GLASTONBURY Appointed: 2020, Occupation: Company Director

MARK WILLIAM NIXON Appointed: 2019, Occupation: None

RUTH CAROLINE SPURLING Appointed: 2023, Occupation: College Lecturer

SALLY SMITH Appointed: 2022, Occupation: Regional Operations Partner

STEPHEN JOHN FRASER Appointed: 2023, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 31/12/1997, number: 1067125
Registered at Companies House on 14/11/1997, number: 03465868

Gift Aid

Registered with HMRC for Gift Aid

Event History

13/11/2018 - Asset transfer in from THE OPERATION HENRY TRUST
29/11/2021 - Asset transfer in from BURBAGE TUESDAY CLUB

Other Regulators

Care Quality Commission

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; all on time

Recent reorganisation events:

Asset transfer in from BURBAGE TUESDAY CLUB on 29/11/2021

Main office

Julia's House Ltd
Allenview House
Hanham Road
WIMBORNE
Dorset
BH21 1AS

Objectives

TO RELIEVE CRITICALLY AND TERMINALLY ILL CHILDREN THROUGH THE PROVISION OF A FACILITY OFFERING RESPITE, DAY AND PALLIATIVE CARE, SYMPTOMATIC PAIN CONTROL, COUNSELING AND INFORMATION ON CANCER AND OTHER TERMINAL CONDITIONS

Defined Area of Benefit:

NOT DEFINED

Data Sources