Finance Score: 4

Governance Score: 6

Support Score: 3

Reasonable growth: +1
Fundraising costs low: +3

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

Grant maker support: +3

Overall GiG Score: 13

JUBILEE HOUSE CARE TRUST LTD

To provide quality care and training to those with disabilities, including learning disabilities to maintain or improve their quality of life and to help them live as independently as possible.

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
Fundraising costs are unusually low relative to funds raised
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

Established: 36 years

www.jubileehouse.com

finance@jubileehouse.com

01707390107

Charity Commission for England and Wales

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		£3,414	£3,554	£-140	£11	£2,069	£2,056	6.9	120	30
31/03/22		£2,764	£2,720	£44	£0	£2,209	£2,189	9.7	65	82
31/03/21		£2,551	£2,526	£25	£3	£2,100	£2,084	9.9	64	45
31/03/20		£2,271	£2,284	£-12	£14	£2,074	£2,065	10.8	53	53
31/03/19		£2,156	£2,142	£14	£16	£2,052	£2,046	11.5	53	6
31/03/18		£1,989	£2,066	£-77	£8	£2,035	£2,026	11.8	53	0
31/03/17	*	£1,816	£1,757	£58	£1	£2,111	£2,104	14.4	49	0
31/03/16		£1,733	£1,667	£66	£1	£2,047	£2,041	14.7	48	0
31/03/15		£1,704	£1,668	£35	£15	£1,811	£1,796	12.9	47	0
31/03/14		£1,687	£1,606	£81	£13	£1,776	£1,767	13.2	58	0
31/03/13		£1,761	£1,649	£113	£18	£1,688	£1,678	12.2	42	0
31/03/12		£1,697	£1,642	£55	£14	£1,575	£1,561	11.4	44	0
31/03/11		£1,743	£1,673	£70	£12	£1,520	£1,483	10.6	48	0
31/03/10	*	£1,710	£1,618	£92	£14	£1,445	£1,419	10.5	50	0
31/03/09		£1,725	£1,478	£247	£15	£1,353	£1,239	10.1	36	0
31/03/08		£1,484	£1,414	£70	£9	£1,106	£1,010	8.6	45	0
31/03/07?	*	£1,498	£1,398	£100	£14	£1,041	£954	8.2	47	0
31/03/05		£1,423	£1,343	£80	£0	£0	£0	n/a	0	0
31/03/04		£1,717	£1,268	£449	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0.3%
Fundraising Costs/Total Spending: 0.3%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £80,000-£90,000
Liabilities/Assets: 30%
Liabilities/Income: 25%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 6.9 months
Net Current Assets/Spending: 0 months
Quick Ratio: 0.9

Asset Split ?

Listed activities

Accommodation/Housing
Disability
Education/Training

How it operates

Provides services

Where it operates

Enfield, Essex, Hertfordshire,

Who it helps

Children/Young People
People With Disabilities

Who works here?

120 employees
30 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.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Pop-up Coronation Banquets
£2,950	28/03/2023	The funding will be used to run a series of pop-up banquet events culminating with a Summer garden party. The project aims to provide safe and supportive social opportunities reduce isolation and ....more The funding will be used to run a series of pop-up banquet events culminating with a Summer garden party. The project aims to provide safe and supportive social opportunities reduce isolation and connect people who are facing the same issues.
National Lottery Community Fund - Platinum Jubilee Pop-up Picnics
£1,750	18/03/2022	The funding will be used to run a series of pop-up picnics at each of their centres which support children and adults living with learning disabilities along with purchasing sensory planters for the ....more The funding will be used to run a series of pop-up picnics at each of their centres which support children and adults living with learning disabilities along with purchasing sensory planters for the garden spaces. The activities will mark the Queen’s Platinum Jubilee. The project aims to provide safe and supportive social opportunities.
Garfield Weston Foundation - Main Grants award
£15,000	17/07/2020	Empowering People With Learning Disabilities
Hertfordshire Community Foundation - After School Club
£5,000	03/08/2018 12	Grant to Jubilee House Care Trust

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Age Range of Trustees: 34-83

ADE ONAGORUWA Appointed: 2020, Occupation: Hr

ANTANEYRAJAH MARIYADAS Appointed: 2022, Occupation: Director At Ubs

BRETT HUSSEY Appointed: 2022, Occupation: National Service And Operations Manager

DAVID SALISBURY Appointed: 2021, Occupation: Na, Other trusteeship: THINK EQUAL,

ELIZABETH ELLEN IRVINE Appointed: 2023, Occupation: Retired

GILLIAN FORWARD Appointed: 2022, Occupation: Practice Educator

JON BANERJEE Appointed: 2016, Occupation: Finance Director

JAMES JOHNSON Appointed: 2022, Occupation: Property Services Manager

PHILIP KELSEY Appointed: 2018, Occupation: Head Of Central Logistics Operations

STEVEN STOKES (Chair) Appointed: 2005, Occupation: Architect

Legal constitution

Charitable company registered in England & Wales on 27/11/1987, number: 298074
Registered at Companies House on 07/09/1987, number: 02161953

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission
Ofsted (Office For Standards In Education)

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
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 expenses policy and procedures
Volunteer management

Filing Record

19 returns made; AR17: 2 days late, AR10: 1 days late, AR07: 219 days late,

Main office

Jubilee House Care Trust
6 Silver Court
Watchmead
WELWYN GARDEN CITY
Hertfordshire
AL7 1LT

Objectives

TO ESTABLISH AND PROVIDE QUALITY CARE AND TRAINING TO THOSE WITH DISABILITIES, INCLUDING LEARNING DISABILITIES TO MAINTAIN OR IMPROVE THEIR QUALITY OF LIFE AND TO HELP THEM LIVE AS INDEPENDENTLY AS POSSIBLE.

Defined Area of Benefit:

NOT DEFINED (IN PRACTICE HERTFORDSHIRE)

Data Sources