Finance Score: 1
Governance Score: 6
Support Score: 8
  • Good reserves management: +3
  • Fundraising costs high: -2
  • Good trustee age range: +3
  • Dynamic board: +3
  • Grant maker support: +8
Overall GiG Score: 15 ?

JULIAN HOUSE 

Julian House provides a range of services to socially excluded people across the South West; particularly in the areas of homelessness, domestic abuse and community rehabilitation. We operate a range of supported housing projects, emergency hostel accommodation, advice services, assertive outreach support and a number of social enterprises. Not just changing lives. Often saving lives
Analysis by Giving is Great

Positives:

  • Reserves management has been consistently within official guidelines
  • 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 dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

Financial issues to consider:

  • Fundraising costs are high relative to funds raised

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£7,639£7,720£-81£1,411£4,491£4,0086.2151160
31/03/22£8,149£6,885£1,264£1,512£4,574£4,1097.2142200
31/03/21£7,250£6,666£584£1,562£3,339£3,2965.9151200
31/03/20£6,734£6,409£324£308£2,777£2,7615.2158350
Financial Ratios
Fundraising Costs/Relevant Income: 22.1%
Fundraising Costs/Total Spending: 18.3%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 27%
Liabilities/Income: 22%
Unrestricted Funds/Total Funds: 89%
Reserves/Spending: 6.2 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.8
Asset Split ?
Established: 5 years

https://www.julianhouse.org.uk/

admin@julianhouse.org.uk

01225354650

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Accommodation/Housing
  • Disability
  • General Charitable Purposes
  • Other Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Services for homeless & excluded people & ex-offenders
How it operates
  • Provides advocacy/advice/information
  • Provides buildings/facilities/open space
  • Provides services
Where it operates
  • Bath And North East Somerset, Bristol City, Cornwall, Devon, Dorset, Hampshire, Somerset, South Gloucestershire, Swindon, Wiltshire,
Who it helps
  • Children/Young People
  • Other Defined Groups
  • People Of A Particular Ethnic Or Racial Origin
  • People With Disabilities
  • The General Public/Mankind
Who works here?
  • 151 employees
  • 160 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
DCMS£123,492
Ministry for Housing, Communities and Local Government£46,626
Quartet Community Foundation£37,827
Wiltshire Community Foundation£15,965
Specific Donations
Amount When
Months
To be used for
Quartet Community Foundation - Grant to Julian House
£18,000 05/06/2023
We are seeking funding for cost of living and warm home financial support for people sleeping rough, single homeless people and the gypsy, roma, travelling and boater communities in B&NES.
Quartet Community Foundation - Grant to Julian House
£10,000 04/01/2023
A targeted micro-grant scheme to support Ukrainian clients with rehousing, resettling and integrating into the South Gloucestershire community.
Co-Operative Group - Grant to Julian House
£1,772 22/10/2022
We'd like to host a summer playscheme to give the children and mothers in our domestic abuse refuge much-needed time to reconnect, have a break and build bonds.
Wiltshire Community Foundation - Grant to Julian House
£7,500 29/06/2022
Julian House adults and young people experiencing homelessness, escaping domestic abuse, adults with learning difficulties and people who need support after leaving prison. The grant will help with ....more
Co-Operative Group - Grant to Julian House
£2,352 23/10/2021
Our Freedom Programme supports women with experiences of domestic violence and abuse (DVA), helping them to understand what has happened and how to avoid abusive relationships in future.
Wiltshire Community Foundation - Grant to Julian House
£8,465 13/01/2021
23
Towards costs of the bike workshop to support young unemployed and formerly homeless people with skills and motivation
Quartet Community Foundation - Bath Bike Workshop Social Enterprise
£4,827 22/12/2020
Toward the running costs of the Bath Bike Workshop which enables and encourages local residents to take up cycling, and/or make it their chief form of transport, by providing free or affordable ....more
DCMS - Coronavirus Community Support Fund
£38,781 05/10/2020
"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more
Ministry for Housing, Communities and Local Government - Domestic Abuse Safe Accommodation: COVID-19 Emergency Support Fund
£23,313 05/06/2020
Organisations providing services and support for vulnerable people, for which there will be increased demand as a result of the COVID-19 crisis
Quartet Community Foundation - Grant to Julian House
£5,000 17/04/2020
Providing emergency packages of supplies (groceries, toiletries, cleaning products etc) for self-isolating clients, and set-up costs (e.g. furniture and homeware) for rough sleepers we need to move ....more
Ministry for Housing, Communities and Local Government - DOMESTIC ABUSE
£23,313 01/04/2020
A further 25 charities will receive a share of 1 million boost as part of the governments 10 million emergency fund.
DCMS - Tampon Tax Fund - Ending Women's Homelessness
£56,474 02/10/2019
For a new project in Bath to support homeless women and those at risk of becoming homeless who have had children removed from their care, to secure and maintain settled accommodation. To employ a ....more
DCMS - Tampon Tax Fund - Ending Women's Homelessness
£28,237 02/10/2019
For a new project in Bath to support homeless women and those at risk of becoming homeless who have had children removed from their care, to secure and maintain settled accommodation. To employ a ....more
Comic Relief - Beyond Grants Pilot
£71,000 06/03/2019
12
Beyond Grants Pilot
The Pilgrim Trust - Grant to Julian House
£50,000 13/09/2018
36
Women's Early Intervention Worker; support for vulnerable women with multiple complex needs in Basingstoke and Deane
Comic Relief - Steps away from the street: Exeter Bike Workshop Employment & Skills Hub
£89,000 30/11/2016
24
Julian House’s newly-established bike workshop in Exeter city centre is a social enterprise which provides bike repair and maintenance services to the public, while also offering training and ....more
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)
Current Trustees appointed
Gender Split
Based on 10/11 persons

Age Range of Trustees: 32-62
  • KEN RUSSELL Appointed: 2022, Occupation: Operations Manager
  • EMMA J COOKE (Chair) Appointed: 2019, Occupation: Head Of Citizenship
Legal constitution
  • Charitable company registered in England & Wales on 06/06/2019, number: 1183751
  • Registered at Companies House on 28/01/2019, number: 11791952
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • 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
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
4 returns made; all on time
Recent reorganisation events:
  • Asset transfer in from COMMUNITY HOUSING AID on 20/09/2021
  • Asset transfer in from THE DOROTHY HOPKINS TRUST (PREVIOUSLY THE CHARITY OF ARTHUR THOMAS HOPKINS) on 01/11/2021
  • Asset transfer in from THE VICTORIA AND KEITH SHIPTON CHARITABLE TRUST on 07/12/2023
Main office

Julian House
1 Kelso Place
Upper Bristol Road
BATH
BA1 3AU

Objectives

3.1 THE CHARITY'S OBJECTS ARE TO CARRY ON FOR THE PUBLIC BENEFIT:(A) THE BUSINESS OF PROVIDING AND MANAGING HOUSING, INCLUDING SOCIAL HOUSING, AND PROVIDING ASSISTANCE TO HELP HOUSE PEOPLE AND ASSOCIATED FACILITIES, AMENITIES AND SERVICES FOR PEOPLE IN NECESSITOUS CIRCUMSTANCES, POOR PEOPLE OR FOR THE RELIEF OF AGED, DISABLED (WHETHER PHYSICALLY OR MENTALLY) OR CHRONICALLY SICK PEOPLE;(B) TO RELIEVE UNEMPLOYMENT, HOMELESSNESS AND SOCIAL EXCLUSION FOR THE BENEFIT OF THE PUBLIC BY PROVIDING INDIVIDUALS IN CHARITABLE NEED WITH SUCH TRAINING, SUPPORT AND EMPLOYMENT AND OTHER OPPORTUNITIES, AS MAY BE THOUGHT FIT; AND(C) SUCH OTHER CHARITABLE PURPOSES ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE TRUSTEES THINK FIT FROM TIME TO TIME.SOCIAL HOUSING MEANS LOW COST RENTAL ACCOMMODATION AND LOW COST HOME OWNERSHIP ACCOMMODATION AS DEFINED IN SECTIONS 68 TO 77 OF THE HOUSING AND REGENERATION ACT 2008;

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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