Finance Score: 6

Governance Score: 6

Support Score: 4

Good reserves management: +3
Fundraising costs low: +3

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

Grant maker support: +4

Overall GiG Score: 16

HOMELESS OXFORDSHIRE LIMITED

Homeless Oxfordshire exists to help homeless people by providing accommodation and support towards independence.

Analysis by Giving is Great

Positives:

Reserves management has been consistently within official guidelines
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

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Established: 37 years

www.homelessoxfordshire.uk

info@homelessoxfordshire.uk

01865304600

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		£4,730	£4,527	£203	£119	£2,489	£2,315	6.1	58	0
31/03/22		£3,572	£3,598	£-26	£134	£1,891	£1,711	5.7	61	0
31/03/21		£3,631	£3,705	£-74	£164	£1,562	£1,376	4.5	66	0
31/03/20		£4,253	£4,002	£251	£177	£1,789	£1,597	4.8	60	40
31/03/19		£3,502	£3,747	£-245	£140	£1,244	£1,047	3.4	57	67
31/03/18		£3,288	£3,661	£-373	£71	£1,634	£1,442	4.7	55	0
31/03/17		£3,224	£3,413	£-189	£15	£1,828	£1,599	5.6	68	0
31/03/16	*	£3,224	£3,413	£-189	£0	£2,377	£2,125	7.5	65	0
31/03/15		£3,509	£3,257	£252	£15	£2,984	£2,720	10	65	0
31/03/14		£3,071	£3,285	£-214	£15	£2,711	£2,414	8.8	60	0
31/03/13		£3,382	£2,690	£693	£15	£2,902	£2,189	9.8	59	0
31/03/12		£2,636	£2,673	£-36	£15	£2,143	£645	2.9	58	0
31/03/11		£2,546	£2,615	£-69	£60	£2,171	£642	2.9	57	0
31/03/10		£2,429	£2,624	£-196	£71	£2,192	£630	2.9	56	0
31/03/09	*	£2,572	£2,388	£184	£56	£2,387	£686	3.4	56	0
31/03/08		£2,324	£2,234	£90	£54	£2,203	£1,430	7.7	56	0
31/03/07	*	£2,120	£2,038	£81	£51	£2,113	£1,334	7.9	54	0
31/03/06		£1,985	£1,973	£12	£0	£0	£0	n/a	0	0
31/03/05		£1,884	£1,712	£171	£0	£0	£0	n/a	0	0
31/03/04		£1,652	£1,319	£333	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 2.5%
Fundraising Costs/Total Spending: 2.6%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 31%
Liabilities/Income: 24%
Unrestricted Funds/Total Funds: 93%
Reserves/Spending: 6.1 months
Net Current Assets/Spending: 3 months
Quick Ratio: 1.9

Asset Split ?

Listed activities

Accommodation/Housing
The Prevention Or Relief Of Poverty

How it operates

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

Where it operates

Oxfordshire,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities

Who works here?

58 employees

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
Ministry for Housing, Communities and Local Government - MHCLG Homelessness Fund
£100,000	07/05/2020	Organisations supporting homelessness
Oxfordshire Community Foundation - Grant to Homeless Oxfordshire
£5,266	15/01/2020	We have helped develop the movement through the Partnership & Charter Pod
Henry Smith Charity - Grant to Oxford Homeless Pathways
£75,000	11/06/2015 36	towards three years' salary of the Welfare Benefits Lead at a project providing welfare benefit advice and support to people experiencing disadvantage and homelessness in Oxfordshire
Oxfordshire Community Foundation - Oxford Homeless Pathways
£7,527	27/09/2013	Project Worker who enables our clients to access the local community.
National Lottery Community Fund - Step Up
£469,325	13/07/2011 60	The funding will continue and expand this service for homeless people in Oxfordshire. The project will address issues that have resulted in participants becoming homeless and provide them with the ....more The funding will continue and expand this service for homeless people in Oxfordshire. The project will address issues that have resulted in participants becoming homeless and provide them with the skills to sustain their own accommodation in the future. This service will tackle issues that contribute to homelessness including lack of motivation, poor concentration, and lack of confidence, poor social skills, and the inability to meet commitments or to establish a routine.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Age Range of Trustees: 43-66

ANTHONY ALEXANDER Appointed: 2022, Occupation: Director

CLARE PERITON Appointed: 2023, Occupation: Trustee

DAVID CRYER Appointed: 2022, Occupation: Director

DAVID-HUW OWEN Appointed: 2022, Occupation: Director, Other trusteeship: INTERNATIONAL NON-GOVERNMENTAL ORGANISATION TRAINING AND RESEARCH CENTRE,

DR CAROL SWEETENHAM Appointed: 2024, Occupation: Trustee

FRANCIS WEBSTER Appointed: 2021, Occupation: Director

KATE HOOD Appointed: 2021, Occupation: Director

PAMELA ROBERTS Appointed: 2023, Occupation: Director

ROBIN ROGERS Appointed: 2022, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 20/10/1987, number: 297806
Registered at Companies House on 15/09/1987, number: 02164150

Gift Aid

Registered with HMRC for Gift Aid

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; AR16: 2 days late, AR09: 18 days late, AR07: 118 days late,

Main office

O'HANLON HOUSE
LUTHER STREET
OXFORD
OX1 1UL

Objectives

THE RELIEF OF HARDSHIP OR DISTRESS BY THE PROVISION OF:A)EMERGENCY AND SHORT-TERM ACCOMMODATION FOR HOMELESS PEOPLE;B)SUPPORT TO THE RECENTLY RE-HOUSED PEOPLE WHO WERE FORMERLY HOMELESS IN ORDER TO PREVENT FURTHER HOMELESSNESS.

Defined Area of Benefit:

NOT DEFINED

Data Sources