JULIAN HOUSE

Charity number: 1183751
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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

Income and expenditure

Data for financial year ending 31 March 2024

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Accommodation/housing
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Bath And North East Somerset
  • Bristol City
  • Cornwall
  • Devon
  • Dorset
  • Hampshire
  • Somerset
  • South Gloucestershire
  • Swindon
  • Wiltshire

Governance

Registration history:
  • 06 June 2019: Standard registration
  • 20 September 2021: Funds received from 1071945 COMMUNITY HOUSING AID
  • 01 November 2021: Funds received from 231414 THE DOROTHY HOPKINS TRUST (PREVIOUSLY THE CHARITY ...
  • 07 December 2023: Funds received from 327721 THE VICTORIA AND KEITH SHIPTON CHARITABLE TRUST
Organisation type:
Charitable company
Other names:
  • JH Bristol (Working name)
  • SEE CHANGE (Working name)
Company number:
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity 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
  • 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
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Emma J Cooke Chair 28 January 2019
None on record
Dr Marek Tadeusz Koperski Trustee 10 July 2024
None on record
Sonya Butters Trustee 01 November 2023
None on record
Dr Julia Carol Ferguson Trustee 15 March 2023
None on record
Naji Anwaar Darwish Trustee 14 March 2023
None on record
Jeremy David Hinton White Trustee 08 March 2023
None on record
Ken Russell Trustee 24 November 2022
None on record
Julian House Trustee 03 August 2022
None on record
Timothy William Mitchell Trustee 11 December 2020
None on record
Clive Antony Pugh Trustee 14 May 2020
None on record
David Lloyd Jobbins Trustee 01 January 2020
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £6.73m £7.25m £8.15m £7.64m £10.02m
Total expenditure £6.41m £6.67m £6.88m £7.72m £9.86m
Income from government contracts £2.33m £2.38m £2.65m £3.39m £4.12m
Income from government grants £200.00k £290.34k £110.71k £26.12k £854
Income - Donations and legacies £824.87k £1.15m £1.27m £851.88k £1.08m
Income - Other trading activities £1.34m £806.41k £1.17m £1.21m £1.14m
Income - Charitable activities £4.51m £4.99m £5.06m £5.56m £7.74m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £260 £404 £289 £15.09k £52.74k
Income - Other £10.24k £305.81k £648.83k £4.08k £4.60k
Income - Legacies £97.04k £102.46k £25.79k £40.31k £123.95k
Expenditure - Charitable activities £6.10m £5.10m £5.37m £6.30m £8.40m
Expenditure - Raising funds £307.85k £1.56m £1.51m £1.42m £1.46m
Expenditure - Governance £60.37k £37.07k £40.05k £45.58k £77.38k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £4.84k £8.85k
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £2.78m £2.53m £1.93m £1.91m £1.85m
Long-term investments £0 £0 £0 £1.26m £1.37m
Other assets £1.47m £2.34m £4.23m £3.08m £3.69m
Defined benefit pension scheme asset or liability -£33.00k -£44.00k -£62.00k -£56.00k -£48.00k
Total liabilities £1.44m £1.49m £1.52m £1.70m £2.12m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 09 December 2024 On Time
Accounts and TAR 31 March 2024 09 December 2024 On Time Download Open in new window
Annual return 31 March 2023 15 November 2023 On Time
Accounts and TAR 31 March 2023 15 November 2023 On Time Download Open in new window
Annual return 31 March 2022 15 December 2022 On Time
Accounts and TAR 31 March 2022 15 December 2022 On Time Download Open in new window
Annual return 31 March 2021 15 December 2021 On Time
Accounts and TAR 31 March 2021 15 December 2021 On Time Download Open in new window
Annual return 31 March 2020 09 December 2020 On Time
Accounts and TAR 31 March 2020 09 December 2020 On Time Download Open in new window
Submit annual return Open in new window

Contact information

Address:
Julian House
1 Kelso Place
Upper Bristol Road
BATH
BA1 3AU
Phone:
01225354650