Home-Start Wakefield & District Annual Report 2022/2023 




**Because Childhood Can’t Wait . . .** 




## **Contents** 

|**Contents**||
|---|---|
|Home-Start –<br>What do We Do?, How do we do it? & Why do we do it?|Page 4|
|Chair’s Report|Page 5, 6|
|Scheme Manager’s Report|Page 7, 8, 9|
|Coordinator’s Report|Page 10|
|Supporting Families|Page 11|
|Referrals to Home-Start|Page 12|
|Supporting Parents & Children in Groups|Page 13|
|Family Groups|Page 14|
|Supporting Families with Children 0-11 Years & Happy and<br>Healthy Project|Page 15|
|Our Projects Continued…|Pages  16, 17, 18, 19|
|Our Volunteers|Page 20|
|Trustees & Staff|Page 21|
|Audited Accounts|Page 22|
|Seaside Trip|Page 23, 24|
|Staff Away Day|Page 25|
|Acknowledgements|Page 26|
|Our Funders|Page 27|



**3** 



## **Home-Start Wakefield & District** 

## **A better start in life can change a child’s future** 




## **What do we do?** 

Parents supporting parents. 

A local community network of trained volunteers and expert support, helping families with young children through their challenging times. 

## **How do we do it?** 

No judgement, just compassionate, confidential help and expert support. 

There for parents when they need us most, because childhood can’t wait. 

Starting in the home, our approach is as individual as the people we’re helping. 

## **Why do we do it?** 

The earliest years make the biggest impact: 

Home-Start makes sure those years count so that no child’s future is limited. 


**4** 




## **Chair’s Report** 

It is the time of year when we reflect on the work of Home Start Wakefield and District for the year 2022-2023. 

It is an honour to write my first report as Chair of Home-Start Wakefield and District. 

I became Chair in February 2023, following in the footsteps of Liz Lynagh, who had been Chair for over 12 years. I want to thank Liz, on behalf of everyone involved with Wakefield and District Home-Start, for her dedication and support to both the Charity and Wakefield families. I am delighted that she remains a Trustee. 

The year 2022/23 saw life returning almost to normal following the pandemic and our staff and Volunteers were able to offer an even greater level of support to families. 

Home-Start Wakefield and District continues to work with families of 0 to11 year olds, with volunteer befriending and advocacy in the Wakefield District. 

We continue to build our partnerships with the Local Authority. As we approach the end of the current three-year funding, we begin a period of review to secure the funding of £50,000 per year, for the next three years. 

We were delighted to continue as a provider for the government’s Healthy Active Families (HAF) programme. This has been successful, offering holiday activities for children receiving free school meals, whilst providing a meal and some healthy activities for the whole family to enjoy. 

We were successful in securing the continuation of the Henry Smith Funding in June 2022. This supports the work of the coordinator team, working with families with children 0 to 5 years-old. 

Our funding from the Local Authority, for work with families with children of 6 to 12 years- old, was extended to August 2023. 

Our time as one of the host organisations for The Community Navigators Programme came to an end on 31st March 2023. The tender was won by a large, not for profit, company and all the staff were transferred under the TUPE regulations and our staff member moved into a full-time role. 

**5** 



Support to families through our family groups expanded again and there are now six groups running across the district in: Castleford; Pontefract; Sharlston; South Kirby; Flanshaw and Eastmoor. Working in partnership and developing positive relationships with other agencies is central to our work. We have continued to work in close liaison with colleagues in the third sector, in particular, Nova and the Young Lives Consortium. 

During 2022-2023 we received 312 Referrals for support and a further 132 families referred into our Holiday Activities provision. 

We continued providing the Happy & Healthy outcomes, to raise awareness of Respiratory Syncytial Virus (RSV) illness in children and reduce non-emergency attendance at Pinderfields Hospital’s A&E department. This remains part of our core offer, using the Bridging the Gap funding. 

The quality of the service we provide to families is very important to us and we are pleased to report that 100% of families who evaluated the service said they were very satisfied or satisfied with the Home-Start service. Feedback from referrers tells us that the Home-Start service is valued by them and they report improvements in the families they have referred. 

Volunteers play a vital role in the support of families. It is their commitment that enables us to support families across the Wakefield District. The scheme continues to offer a comprehensive volunteer training programme. The scheme recognises the value of its volunteer team, and we acknowledge the commitment of those who give their time freely to support parents and children. 

I would like to thank all the staff, Volunteers and Trustees at Home-Start Wakefield and District for their time, care and dedication in supporting local families. I would also like to thank Hazel Bell, our scheme manager, for her continued successful leadership of all our schemes and her magnificent efforts in securing funding and extending our programmes of work. 

Plans for the future 

We will continue to strengthen our links with statutory and voluntary agencies to promote the HomeStart service. We will continue to work in partnership with the Local Authority; National Health Services for 0-19 year olds; cluster managers and other Voluntary Care Sector (VCS) organisations to ensure families and children across the District have a range of services to support their different needs. We will expand our offer and create bespoke services, including working with programmes to support dads. 

I am very proud to Chair the Trustees and I am sure the scheme will continue to grow from strength to strength in the year to come 

## **Janet Walters** 


**6** 



## **Scheme Manager’s Report 2022-2023** 

Well...another year has passed, they say time goes fast when you're having fun, and we certainly have had fun this summer. 

Once again, we have been delighted to have been a part of the Happy Healthy Holidays project, we have connected with a further 132 families through this project. We have held activity days for Easter, summer, Halloween, & Christmas. Over the six-week holidays we offered outdoor play days, with activities such as: obstacle courses, cricket, football, craft activities and a healthy lunch, eight sessions in five different venues across the district. We also held a Queens 70[th] Jubilee party and after her sad passing, a Coronation Party for the new King. 

As well as this we took three coaches of families to Bridlington. Unfortunately, some cancellations on the morning meant we had empty seats, but those who went enjoyed the day and many stated they would not have been able to take their children to the coast had it not been for the Home Start trip. 

## Hello’s and Goodbye’s 

We increased our admin team and welcomed Maggie on board in November, majoring on the family and volunteer data monitoring work she quickly became a valued member of the team. 

Sadly, we said goodbye to Donna, after 6 years with us at the end of March, as the project she was working on was transferred to a new provider and her post was part of a TUPE agreement with the new contractor. 

Julie one of our coordinators secured a role with the Education Psychology Team and although sad to say goodbye, we wished her well in her new role. It enabled her to follow her heart and work with children with special needs, which was a true passion of hers. 

Dawn our family engagement worker moved on to work in the council, working in the team that supports the travelling communities. 

Jack our Kickstart worker also went off to pastures new, with his increased confidence he is trying his hand at jobs in the hospitality sector until he decides on his future career path. 

## Our Offer 

As ever funding continued to be challenging, but our partnership with the Council has continued and we are working well together to provide the best service for the families of the Wakefield District. 

**7** 



We also had a successful bid from the Coalfields Regeneration Trust for Money Budgeting and Grants (£Bags) this was a pilot project one day per week and Emma, who had been a volunteer on our old Maximising Income Project, worked on this one day per week. 

Feedback 

“Thank you SO much for helping me.” 

“Visit was a big help.” 

“Emma has put things into perspective and to see it on paper was a help.” 

Family Groups are well attended, and we set up a twins and multiples group in response to requests from twins’ parents to be able to talk to someone who understood the difficulties of raising twins or triplets.  Twins group has been a great success and feedback from one dad who attended was “it was the best thing we did; we have had so much help and support from attending that group.” 

Our partnership work with the Family Hubs created a secondment opportunity for Adrienne to work on coordinating the family learning aspects of the Family Hub’s offer: Triple P and Empowering Parents Empowering Communities (EPEC). This involved training some of our volunteers and other parents to be able to deliver the package across the district. 

From April Jo took over the lead of the Happy & Healthy Childrens Health project and rolled it out across the district.  We built on the success of the previous year’s pilot project and retained the social media worker, who helped to spread the messages and raise awareness of respiratory illness in young children. We expanded the messages to align with NHS guidance, trained 43 professionals and talked to 344 families. 

We were trusted referrers for the Local Authority’s Winter Redress Scheme. We also provided Christmas hampers and children’s gifts for families that were struggling, due to the generosity of our friends and supporters at Outwood Methodist Church. 

We were delighted that one of our contacts from the Chantry Rotary nominated us for the Queens Award for Voluntary Service. Although we did not win, it was an honour to be nominated and receive the supporting letters from a family we had supported and our partners at the Council. 


**8** 




My last paragraph is as ever to thank our wonderful volunteers, without them we would have no service.  For all the hours of kindness, support and dedication to the families and the scheme, we cannot thank you enough. It is you that makes the difference to the families and you that are the backbone to the success of Home-Start Wakefield & District. 




**9** 



## **Coordinator Report April 2022 – March 2023** 


It’s been a very busy year with changes to the coordinator team. Amanda took on the new role of Home-Start’s operational manager and Julie Johnson left the team after securing a job with Wakefield Council child Psychology Team. 

In September Claire Varley and Rachel Westmoreland joined Marie and Danielle on the coordinator team and it was great to be back to a team of four again. Claire and Rachel were soon out about in the community visiting families, arranging links and attending promotional events. 

We have had a massive recruitment drive and have held preparation course sessions at various venues across the city. We now have a steady flow of volunteers attending and completing our preparation course. The volunteer training sessions have also been revised to ensure that prospective volunteers are given the most up to date information. 

An ongoing training programme has been put together for all existing volunteers with sessions relating to, supporting families with stress, the importance of reading with children and understanding Autism. Many volunteers are also undertaking the Empowering Parents Empowering Communities (EPEC) training and when completed this will provide volunteers the opportunity to deliver the course to others. 

Volunteer social events are now back up and running following the pandemic thanking the volunteers for their hard work and commitment. During volunteer’s week in June we gathered at Moccha Moocho for a coffee and cake morning and then again at Christmas at Cock and Crown for and evening Christmas meal. 

On July 27[th] 2022 Home-Start staff and families headed off to Bridlington for an amazing day out to the seaside. The sun shone for the entire day and everyone who attended gave positive feedback of their day.  Some of the children had never visited the seaside and really enjoyed running in and out of the sea and playing on the beach. 

As the end of the year approached the new coordinators had settled into their new roles and the team are working well together to ensure that Home-Start continues to deliver the best possible support to families across the district. 

We also owe a massive thank you to all our volunteers who give up their time to support families, without their dedication Home-Start support networks would not be possible. 

Amanda, Marie, Danielle, Claire & Rachel 

**Because Childhood Can’t Wait . . .** 

**10** 



## **Supporting Families** 

## **Our approach is as individual as the people we are helping** 

**A better start in life can change a child’s future** 


Home-Start Wakefield & District believes in promoting positive outcomes for parents and children and offering a high quality of service.  Our support is based on consent and the family decide what they need.  Our support is tailor-made and flexible.  Our parent to parent support is what makes us unique.  We provide different kinds of support depending on need.  Families are referred to us with a wide range of issues, including mental health, isolation, managing children’s behaviour and managing finances. 

## **What families told us about Home-Start Support** 

“Vanessa has been amazing and someone I aspire to be like.  She has gone above and beyond to support me and the children” 

“Home-Start have been helpful in supporting me to become more independent” 

“Thank you so much for the support you’ve given me, I feel a much stronger person” 

“Home-Start have been really good.  Marie listened and introduced me to Beat Autism who are now involved.  Sarah was proactive in helping me sort my finances” 

“Guardian angel sent to guide me to where I am mean to be” 

"Everything is going to get better and thank you for pushing through with me on this journey. I'm still not at the end but I feel that I am much stronger than when I first met you. Thank you Marie, you didn't let me down, you always told me I am strong and I can get here and I can be the best mum. Now I am on my way to be the best mum ....... can have" 

**11** 



## **Referrals to Home-Start** 

## **A child’s earliest years are irreplaceable** 

Today families face more pressures than ever before.  Without stable homes, young children won’t build the foundations they need to thrive as adults. 

Home-Start helps parents be the best they can be.  Support is available to any family who is experiencing stress or difficulty and who has at least one child under the age of 12 years. 

Families have different needs. Home-Start helps them to identify what these are and provides the appropriate support the families need. 

## **Where do our Referrals come from?** 

During 2022/2023 we received **248** new referrals requesting support for families which came via the following:- 

❖ Self Referrals **116** ❖ Midwifery Services / PNMH **5** ❖ Health Visitor **26** ❖ PNMH Team **1** ❖ Mental Health Services **10** ❖ Other Health **9** ❖ Social Worker **21** ❖ Social Services **3** ❖ Children’s Centre **4** ❖ Family Hub **23** ❖ Education **13** ❖ Other Community Org/Charity **5** ❖ Other **3** ❖ Early Learning/Childcare **1** ❖ Family Support Services **7** ❖ Unknown **1** 



**12** 




## **Supporting Parents Children in Family Groups** 


**Groups run across the district offering parents and carers a chance to access peer support and help their little ones gain skills such as sharing, turn taking, sitting together and listening.  All which are a big a part of being school ready.** 







**13** 





## **Family Groups** 


## **Phoenix** 

**A long established Group, still well attended and supporting families in the local area’s of Alverthorpe, Peacock Flanshaw.** 

## **St. Swithun’s Eastmoor** 

**Busy Bees we run this group in partnership with St. Swithun’s, it is well attended and brings a diverse range of families together, chances to play and mix with peers is a great way for children to learn and thrive.** 

## **South Kirkby Common Road** 

**We located our group at an alternative venue to the Early Help Hub to accommodate families who were outside walking distance of the local authority hub groups.** 

## **Castleford Trinity & Pontefract Methodist** 

**New groups opened at these venues this year these have been well attended and both are going from strength to strength. We were told by parents there was a need for groups in these areas and the attendance proves there was.** 

## **Twins and Multiples Group** 

**We located our group at Sharlston as this is around the middle of the district, we responded to mums who were asking to speak to other mums with twins and triplets and many of them say that they have found this group a wealth of support.** 

**14** 



## **Supporting Families with Children 0-11 years** 

## **The Henry Smith Charity** 

We would like to acknowledge the support we have received from The Henry Smith Charity. This funding was until the end of January 2022 and supported our work with families 0-5 year olds.  This was by provision of volunteer befriending and advocacy in the Wakefield District. 

## **Wakefield Council** 

Funding continued from Wakefield Council from December 2018 and was used to support our work with parents and children 0-5 years across the whole of the Wakefield District.  This was extended to the end of November 2022 after a review. 

## **Our Projects** 

## **Happy and Healthy Project** 

This is a project funded by Public Health and Wakefield Council and was being rolled out across Wakefield to promote aspects of children’s health and safety with a view to reducing attendance at A&E. The initial focus was recognising symptoms of Respiratory Syncytial Virus which if left untreated, can lead to Bronchiolitis. The Children’s Health Advocate attended ‘Stay & Play’ sessions and external children’s groups (eg Mini Maestros) across the whole district to talk to parents and hand out information leaflets. In addition to this, through devising a questionnaire, the Advocate was able to capture existing knowledge of RSV. To gain a wider reach, information posters were given to a nearby 


Mosque as well as community centres, churches and libraries to display. Training on recognising RSV was also delivered to some of the Private Nurseries in the East of the district so that staff could disseminate this information to parents. 

“My son had experience of RSV so I’m glad you are telling people about it cos it’s scary when it happens to your child.” 

**(Quote from Little STARS toddler groups Fitzwilliam** ) 

Last year a few of my group had RSV so I think it’s vital to get the word out as quickly as possible. 

**(Group leader from Pontefract group)** 

**15** 



“It’s important that all communities get to receive this information, so thank you.” **(Quote from Imran @ Jamia Masjid Swafia)** 

“This information is helpful because I wouldn't know what to look out for, and I always worry when my child gets a cough.” 

**(Quote from South Elmsall)** 

“I always just go to A & E if my child gets a cough, so this leaflet will be useful.” 

**(Quote from Jolly Tots)** 



**----- Start of picture text -----**<br>
Keeping cool – learning & having<br>fun under the Home-Start gazebo!<br>**----- End of picture text -----**<br>


## **Summer Healthy Activity Days** 

**The Summer months were extremely busy & very popular with our families!  Various activities were organised by our team from art & crafts, dancing to sports & general fun & games with educational elements included. It was an exceptionally hot summer so staff practiced & educated families on sun safety.** 



**----- Start of picture text -----**<br>
Outdoor fun with Dazl<br>Dance & pom poms just<br>added to the fun!<br>**----- End of picture text -----**<br>


**16** 




Children followed our recipe cards & were given ingredients to make a healthy snack! 


**----- Start of picture text -----**<br>
The parachute provided fun &<br>was enjoyed by all!<br>**----- End of picture text -----**<br>


**17** 






Our lovely Home-Start staff enjoying well-earned ice-cream! 


The children loved building dens & afterwards some had their healthy lunches inside them 


**18** 



Local off-road Policing Team joined our Home-Start staff. They gave a talk to children about what they do & were able to sit on the Police off-road bikes 


Local Policing Team, talked to children about what they do and provided flashing lights & sirens! 

**19** 



## **Our Volunteers** 

Volunteers play a vital role in the support of families.  It is their commitment which allows us to support families across the Wakefield District.  They are the backbone of our organisation and we would like to acknowledge their dedication to the scheme. 

Our volunteers help develop confidence and self esteem within the families they support, enabling them to move forward and continue independently. 

One of the trainees said how good she thought our prep course was. Her background was in education, she went into schools and did teacher training, she said she thought our prep course was excellent, well thought out and that we go above and beyond for our volunteers. 

- ❖ We worked with 52 Volunteers 

- ❖ 34 volunteers completed training 


**If you want to make a difference in your local community, please join our team of volunteers and get in touch** 

**Email:  admin@homestartwakefield.org.uk** 


**20** 



## **Trustees & Staff** 

## **Trustees** 

|Janet Walter|Chairperson|
|---|---|
|Jenny Widdowson|Vice-Chairperson|
|Peter Hart|Treasurer (Retired 1 July 2023)|
|Karron Zelei|Safeguarding Lead|
|Sarah Milns|Marketing &Social Media|
|Liz Lynagh|Trustee<br>RetiringChair - February2023|



## **Staff** 

|Hazel Bell|Scheme Manager|
|---|---|
|Amanda Brookes|Operational Manager|
|Marie Carbutt|Coordinator|
|Danielle Nettleton|Coordinator|
|Claire Varley|Coordinator|
|Rachel Westmorland|Coordinator|
|Donna Evans|Community Navigator & Young Carer’s<br>Champion|
|Nicky Campbell|Business Support Admin|
|Karen Rex|Administration Officer|
|Maggie Wilby|Administration Officer|
|Jack Brooke|Administration Assistant - Kickstart<br>Programme|
|Adrienne Burras|Emotional Wellbeing Champion & Group<br>Worker|
|Joanne Hartshorne|Childrens Health Advocate|



**21** 



## **Audited Accounts** 

## **Statement of Financial Activities** 

**Year Ended 31 March 2023** 

_**Home-Start Wakefield & District’s Reserves Policy states that the scheme will hold funds sufficient to cover staff redundancies and 3 months running costs.**_ 

## **STATEMENT OF FINANCIAL ACTIVITIES** 

## **(INCLUDING INCOME AND EXPENDITURE ACCOUNT)** 

**FOR THE YEAR ENDED 31 MARCH 2023** 

||||**Notes**|**Unrestricted**<br>**Funds**|<br>**Restricted**<br>**Funds**|**Total**<br>**2023**|**Total**<br>**2022**|
|---|---|---|---|---|---|---|---|
|||||**£**|**£**|**£**|**£**|
||**INCOME AND ENDOWMENTS FROM:**|||||||
||**Donations and Legacies**|||**1,734**|**-**|**1,734**|**1,685**|
||**Investments**|||**409**|**-**|**409**|**5**|
||**Charitable Activities**|||**4,051**|**287,520**|**291,571**|**391,111**|
||**TOTAL INCOME & ENDOWMENTS**|||**6,194**|**287,520**|**293,714**|**392,801**|
|||||||||
||**EXPENDITURE ON:**|||||||
||**Charitable Activities**|||**5,023**|**327,782**|**332,805**|**237,538**|
||**Other**|||**2,281**|**21,934**|**24,215**|**18,499**|
||**TOTAL EXPENDITURE**|||**7,304**|**349,716**|**357,020**|**256,037**|
|||||||||
||**NET INCOME / (EXPENDITURE)**|||**(1,110)**|**(62,196)**|**(63,306)**|**136,764**|
||**Transfers Between Funds**|||||**-**|**-**|
|||||||||
||**NET MOVEMENTS IN FUNDS**|||**(1,110)**|**(62,196)**|**(63,306)**|**136,764**|
|||||||||
||**RECONCILIATION OF FUNDS**|||||||
||**Total Funds at 1 April 2022**|||**135,835**|**196,838**|**332,673**|**195,909**|
||**Total Funds at 31 March 2023**|||**134,725**|**134,642**|**269,367**|**332,673**|
|||||||||
|||||||||
||**All incoming resources and resources derive from continuing activities**|||||||
|||||||||



**22** 



## **Seaside Trip** 

## **Bridlington** 

A thoroughly enjoyable day was had by both staff and our lovely Home-Start families in Bridlington!  Months of planning & coordinating the trip meant that the day was very well organised and resulted in some lovely memories and feedback.  Four coaches took families 


out for the day, many of which would never have been able to afford this trip without the help of Home-Start.  It enabled families to strengthen their bonds with their children and have a fun day out & the weather was kind to us! 

Making our mark quite literally on Bridlington beach! 


Anyone for a game of rounders? 


Smiles all round, having fun at the beach with friends 

**23** 




Sun, sea, sand…and more smiles! 


More fun at on the beach! 


Positive feedback on our Children’s Evaluation Form – from a child’s perspective! 


**24** 



## **Staff Away Day** 

## **Time Management, team building/working together and efficiency** 

A staff away day was attended by all staff from the Wakefield & District office including Hazel Bell, our Scheme Manager.  We booked an escape room in Leeds with an additional conference room.  The first part of the day was a team building exercise which saw staff members split into two groups.  We were given a presentation by Hazel on the history of our particular Home-Start then Andrew Cratchley from AGC Consultancy Ltd gave an interactive presentation where staff members were encouraged to participate and also listen to others. This was actually an integral part of the staff building day as the things we had discussed throughout the morning were put to use later in the escape rooms themselves.  All staff members thoroughly enjoyed the day.  It helped the newer staff members to bond with other team members and we learnt to work together, sometimes under pressure and everyone to use their time efficiently.  We learnt how and when to take a step back and when to delegate to achieve the best results for the team – skills all staff members brought back to the office with them and continued to use! 


**25** 



## **Acknowledgements** 

## **Thank you for your help and support this year** 

We are so grateful to all who support Home-Start Wakefield & District 

In particular, we would like to thank:- 

|Outwood Parish Church|Castleford Trinity Methodist Church|
|---|---|
|Wakefield Chantry Rotary Club|Principles Trust|
|Rotary Club of Horbury & Ossett Phoenix|Prosper Grants|
|Trinity Management Suite|Featherstone Rovers RLFC|
|Pontefract Methodist Church|Wakefield Womens Institute|
|Over2Hills Office Furniture Recycling|Wakefield Street Kitchen|
|Karen Ambridge|Mocca Moocho|
|Morrisons Distribution Centre|Lightwaves Leisure Centre|
|Graham Wilson (Santa)|Beat Autism|
|PC Services|Food Assist, Wrenthorpe|
|Phoenix Community Centre|Common Road School, South Kirkby|
|Sharlston Community Centre|Standbridge Community Centre (Prosper)|
|Pomfret Children’s Centre|The Clothing Bank, Knottingley|
|St.Catherine’s, Belle Vue|Airedale Food/Clothing & Uniform Bank|
|The Link, Westfield Centre, Ossett, Featherstone, Food Banks|Stepping Stones Clothing Bank|
|St Swithun’s Community Centre|Second Time Around, The Thrift Shop, Castleford|
|Wakefield Sports & Social Club|Sth Kirby & Moorthorpe Council|
|Small Steps Uniform Bank|The Hepworth Gallery, Wakefield|
|Eastmoor Community Partnership|Art House  - Den building|
|Yorkshire Purchasing Organisation|Police Off Road Team|
|Penny Appeal|Neighbourhood Policing Team (NPT)|
|Young Lives Consortium|Circus starr|
|Apple for the Teacher|Ambience Pontefract|
|Out of Hours Decorations|The Trussel Trust (Foodbanks)|
|Dazl Dance|The Winding Wheel, Castleford|
|Macdonalds, Nandos, Castleford|Lazer Zone, Volcano Falls, Explore, Xscape Castleford|



**26** 



## **Thank you to our Funders . . . . .** 

**Public Health, The Henry Smith Foundation, Nova, WDHCS, HSUK,** 

**Wakefield Clinical Commissioning Group,** 

**CRT** 

**The National Lottery Community Fund.** 

**Supported by** 





**A company limited by guarantee, registered in England & Wales number 5208262 and registered as a charity, number 1105617** 

**Home-Start House, 2 Kilnsey Road, Wakefield, West Yorkshire, WF1 4RW** 

**Telephone:** 01924 251205 

www.homestartwakefield.org.uk **email:** admin@homestartwakefield.org.uk 

**Find us on Instagram:** 

www.instagram.com/homestart_wakefielddistrict 

## **Like us on Facebook:** 

www.facebook.com/homestart.wakefield 

**Follow us on Twitter:** 

www.twitter.com/hswakefield 

**If you would like to know more about Home-Start Wakefield & District and the work we do, please contact us and we will be happy to discuss this with you.** 

**27** 



## **HOME-START WAKEFIELD & DISTRICT** 

## **REPORT AND FINANCIAL STATEMENTS** 

## **YEAR ENDED 31 MARCH 2023** 

Charity Commission Reference Number 1105617 

Company Registered Number 05208262 


**First Floor, Unit 12 Pennine Business Park Longbow Close Bradley Huddersfield HD2 1GQ** 



## HOME-START WAKEFIELD & DISTRICT REPORT AND FINANCIAL STATEMENTS 

|Contents<br>Legal and Administrative Information<br>Statement of Trustees' Responsibilities<br>Report of the Trustees<br>Independent Auditor's Report<br>Statement of Financial Activities<br>Balance Sheet<br>Notes to the Financial Statements|Page<br>1 - 2.<br>3.<br>4 - 7.<br>8 - 13.<br>14.<br>15.<br>16 - 26.|
|---|---|





## HOME-START WAKEFIELD & DISTRICT LEGAL AND ADMINISTRATIVE INFORMATION 

## 1. CONSTITUTION 

Home-Start Wakefield & District is a company limited by a guarantee (Company No. 05208262) and a registered charity (Charity No. 1105617) governed by its Memorandum and Articles of Association. 

## 2. DIRECTORS AND TRUSTEES 

The directors of the charitable company (''the charity'') are its trustees for the purpose of charity law and throughout this report are collectively referred to as the trustees. 

The  trustees serving during the year and since the year end were as follows: 

Chairman: Elizabeth Lynagh (Resigned 01/02/2023) Janet Senior (Appointed 01/02/2023) Vice Chair: Jennifer Widdowson Treasurer: Peter Hart Trustees: Elizabeth Lynagh Karron Zelei Sarah Millns Jane Hall Auditors: Walter Dawson & Son First Floor, Unit 12 Pennine Business Park Longbow Close Bradley Huddersfield HD2 1GQ 

1 



## HOME-START WAKEFIELD & DISTRICT LEGAL AND ADMINISTRATIVE INFORMATION 

|Bankers<br>:|Bankers<br>:||National Westminster Bank Plc|
|---|---|---|---|
||||56 Westgate|
||||Wakefield|
||||WF1 1XF|
||||The Co-op Bank|
||||P O Box 250|
||||Delf House|
||||Southway|
||||Skelmersdale|
||||WN8 6WT|
|Registered Office<br>:|||Home-Start House|
||||2 Kilnsey Road|
||||Eastmoor|
||||Wakefield|
||||West Yorkshire|
||||WF1 4RW|



2 



## HOME-START WAKEFIELD & DISTRICT STATEMENT OF TRUSTEE'S RESPONSIBILITIES 

The trustees (who are also directors of Home-Start Wakefield & District for the purposes of company law) are responsible for preparing the trustees' report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards including Financial Reporting Standard 102: _The Financial Reporting Standard applicable in UK and Republic of Ireland_ (United Kingdom Generally Accepted Accounting Practice). 

Company law requires the trustees to prepare financial statements for each year which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for that period.  In preparing the financial statements, the trustees are required to: 

- (a) select suitable accounting policies and then apply them consistently; 

- (b) observe the methods and principles in the Charities SORP; 

- (c) make judgements and estimates that are reasonable and prudent; 

- (d) state whether applicable UK Accounting Standards have been followed, subject to any material departures disclosed and explained in the financial statements; and 

- (e) prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charitable company will continue in business. 

The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charitable company and to enable them to ensure that the financial statements comply with the Companies Act 2006.  They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud or other irregularities. 

In so far as the trustees are aware: 

- (a) there is no relevant audit information of which the charitable company's auditors are unaware; and 

- (b) the trustees have taken all steps that they ought to have taken to make themselves aware of any relevant audit information and to establish that the auditors are aware of that information. 

3 



HOME-START WAKEFIELD & DISTRICT REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2023 

The trustees are pleased to present their annual report together with the financial statements of the charitable company for the year ended 31 March 2023 which are also prepared to meet the requirements for a directors report and accounts for Companies Act purposes. 

The legal and administrative information set out on pages 1 and 2 forms part of this report. 

The financial statements comply with the Charities Act 2011, Companies Act 2006,  the Memorandum and Articles of Association and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102). 

## 1. Structure, Governance and Management 

A volunteer Board of Trustees is responsible for the scheme although the day to day running is delegated to the Scheme Manager who has responsibility to ensure that all members of staff are appropriately managed and supervised.  Trustee Board meetings are held 6 weekly. 

## 2. Objectives and Activities 

The objectives for which Home-Start is established are: 

- (a) To safeguard, protect and preserve the good health, both mental and physical, of children and parents of children, 

- (b) To prevent cruelty to or maltreatment of children, 

- (c) To relieve sickness, poverty and need amongst children and parents of children; 

- (d) To promote the education of the public in better standards of childcare within the area of Wakefield and its environs. 

When planning the activities for the year, the trustees have considered the Commission's guidance on public benefit. 

4 



HOME-START WAKEFIELD & DISTRICT REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022 

## 3. Achievements and Performance 

Home-Start Wakefield & District continues to work with families of 0-11 year olds by provision of volunteer befriending and advocacy in the Wakefield District. 

We continue to build our partnerships with the local Authority and as we approach the end of the threeyear funding point we begin a period of review to continue the funding of £50,000 per year. 

We have been delighted to have continued as a provider for the governments Healthy Active Families programme which has worked well, offering activities in holidays for children on free school meals, providing a meal and some healthy activities for the whole family to enjoy. 

We were successful in our continuation Henry Smith Funding in June 2022.  This supports the work of the coordinator team with families of children 0-5 years. 

Our funding from the local authority for the work with families of children 6 – 12 years was extended to August 2023. 

Our time as one of the host organisations for The Community Navigators Programme came to an end on 31st March 2023. The tender was won by a large not for profit company and all the staff were covered by TUPE and our staff member has moved over into a full time roll. 

Support to families through our family groups has expanded again and there are now six groups  running across district in Castleford, Pontefract, Sharlston, South Kirby, Flanshaw, & Eastmoor. 

Working in partnership and developing positive relationships with other agencies is central to our work. We have continued to work in close liaison with colleagues in the third sector in particular Nova and the Young Lives Consortium. 

During 2022-2023 the scheme received 312 Referrals for support and a further 132 families referred into our Holiday Activities provision. 

5 



HOME-START WAKEFIELD & DISTRICT REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022 

## 3. Achievements and Performance (continued) 

We continued providing the Happy & Healthy outcomes as part of our (to raise awareness of RSV (Respiratory Syncytial Virus) illness in children and reduce none emergency attendance at A& E department in Pinderfields Hospital). As part of our core offer this is part of the ask for the continuation funding of Bridging the gap. 

The quality of the service we provide to families is very important to us and we are pleased to report that 100% of families who evaluated the service said they were very satisfied or satisfied with the HomeStart service. Feedback from referrers tells us that the Home-Start service is valued by them and they report improvements in the families they have referred. 

Volunteers play a vital role in the support of families. It is their commitment that enables us to support families across the Wakefield District. The scheme continues to offer a comprehensive volunteer training programme.   The scheme recognises the value of its volunteer team, and we acknowledge the commitment of those who give their time freely to support parents and children. 

## 4. Financial Review 

The Trustee Board has adopted a statutory reserves policy which determines the level of reserves it maintains in the event of scheme closure and to cover staff redundancies. 

## 5. Plans for the Future 

We will continue to strengthen our links with statutory and voluntary agencies to promote Home-Start service. We will look at all funding opportunities which align with our aims and objectives and continue to offer the much-needed early support to children and families in the Wakefield district. We will continue to work in partnership with local authority and cluster managers and other VCS organisations to ensure Families and children across the district have a range of services to support their different needs. 

6 



## HOME-START WAKEFIELD & DISTRICT REPORT OF THE TRUSTEES 

## FOR THE YEAR ENDED 31 MARCH 2022 

## 6. Statement of Disclosure of Information to Auditors 

The trustees of the charitable company who held office at the date of approval of this Report of the Trustees each confirm that: 

- (a) so far as they are aware, there is no relevant audit information, information needed by the charitable company's auditors in connection with preparing their report, of which the charitable company's auditors are unaware; and 

- (b) they have taken all the steps that they ought to have taken as trustees in order to make themselves aware of any relevant audit information and to establish that the charitable company's auditors are aware of that information. 

## 7. Auditors 

The auditors, Walter Dawson & Son, having expressed their willingness to continue in office, will be proposed for re-appointment in accordance with Section 485 of the Companies Act 2006. 

This report has been prepared in accordance with the Accounting and Reporting by Charities: Statement of Recommended Practice. In preparing this report advantage has been taken of the small companies exemption. 

This report was approved and authorised for issue by the Trustees on 15th September 2023 and signed on their behalf by: 

## Janet Senior 

## Chairman 

7 



INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF HOME-START WAKEFIELD & DISTRICT 

## Opinion 

We have audited the financial statements of  Home-Start Wakefield & District  for the year ended 31 March 2023 which comprise the Statement of Financial Activities (including Income and Expenditure Account), Balance Sheet as at 31st March 2023 and notes to the financial statements on pages 14 to 26, including a summary of significant accounting policies.  The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102: The Financial Reporting Standard applicable in UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice). 

In our opinion the financial statements: 

- (a) give a true and fair view of the state of the Charitable company's affairs as at 31st March 2023 and of its income and expenditure for the year then ended; 

- (b) have been properly prepared in accordance with United Kingdom Generally Accepted Accounting 

- (c) have been prepared in accordance with the requirements of the Companies Act 2006. 

## Basis for opinion 

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditor’s responsibilities for the audit of the financial statements section of our report. We are independent of the Charity in accordance with ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC’s Ethical Standards, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion. 

## Conclusions Relating to Going Concern 

In auditing the financial statements, we have concluded that the trustees’ use of the going concern basis of accounting in the preparation of the financial statements is appropriate. 

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the Charity's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue. 

8 



TO THE MEMBERS OF HOME-START WAKEFIELD & DISTRICT 

## INDEPENDENT AUDITOR'S REPORT 

## Conclusions Relating to Going Concern (continued) 

Our responsibilities and the responsibilities of the directors with respect to going concern are described in the relevant sections of this report. 

## Other Information 

The trustees are responsible for the other information. The other information comprises the information included in the annual report other than the financial statements and our auditor’s report thereon. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon. 

In connection with our audit of the financial statements our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether there is a material misstatement in the financial statements or a material misstatement of the other information. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact. 

We have nothing to report in this regard. 

## Opinion on Other Matters Prescribed by the Companies Act 2006 

In our opinion, based on the work undertaken in the course of the audit: 

- (a) the information given in the trustee's report (incorporating the strategic report and directors' report) for the financial year for which the financial statements are prepared is consistent with the financial statements; and 

- (b) the trustees' report (incorporating the strategic report and directors' report) have been prepared in accordance with applicable legal requirements. 

## Matters on Which we are Required to Report by Exception 

In the light of the knowledge and understanding of the Charity and its environment obtained in the course of the audit, we have not identified material misstatements in the Trustees' Annual Report. 

9 



## INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF HOME-START WAKEFIELD & DISTRICT 

## Matters on Which we are Required to Report by Exception (continued) 

We have nothing to report in respect of the following matters in relation to which the Companies Act 2006 requires us to report to you if, in our opinion: 

- (a) adequate accounting records have not been kept or returns adequate for our audit have not been received from branches not visited by us; 

- (b) the financial statements are not in agreement with the accounting records and returns; 

- (c) certain disclosures of trustee's remuneration specified by law are not made; or 

(d) we have not received all the information and explanations we require for our audit. 

## Responsibilities of the Trustees 

As explained more fully in the trustee's responsibilities statement set out on page 3, the trustees (who are also the directors of the charitable company for the purposes of company law)  are responsible for the preparation of financial statements and for being satisfied that they give a true and fair view, and for such internal control as they determine it necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error. 

In preparing the financial statements, the trustees are responsible for assessing the Charity’s ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the trustees either intend to liquidate the Charity or to cease operations, or have no realistic alternative but to do so. 

## Our Responsibilities for the Audit of the Financial Statements 

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of the financial statements. 

10 



INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF HOME-START WAKEFIELD & DISTRICT 

## Our Responsibilities for the Audit of the Financial Statements (continued) 

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below: 

Our approach to identifying and assessing the risk of material misstatement in respect of irregularities, including fraud and non-compliance with laws and regulations, was as follows: 

- (a) the engagement partner ensured that the engagement team collectively had the appropriate competence, capabilities and skills to identify or recognise non-compliance with applicable laws and regulations; 

- (b) we identified the laws and regulations applicable to the Charity through discussions with trustees and other management, and form our commercial knowledge and experience of the sector; 

- (c) we focussed on specific laws and regulations which considered may have a direct material effect on the financial statements or the operations of the charity, including the Companies Act 2006, taxation legislation, data protection, anti-bribery, employment, environmental and health and safety legislation; 

- (d) we assessed the extent of compliance with the laws and regulations identified above through making enquiries of management and inspecting legal correspondence; and 

- (e) identified laws and regulations were communicated within the audit team regularly and the team remained alert to instances of non-compliance throughout the audit. 

We assessed the susceptibility of the charity's financial statements to material misstatement, including obtaining an understanding of how fraud might occur, by: 

- (a) making enquiries of management as to where they considered there was a susceptibility to fraud, their knowledge of actual, suspected and alleged fraud; and 

- (b) considering the internal controls in place to mitigate risks of fraud and non-compliance with laws and regulations. 

11 



## INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF HOME-START WAKEFIELD & DISTRICT 

## Our Responsibilities for the Audit of the Financial Statements (continued) 

To address the risk of fraud through management bias and overide of controls, we: 

(a) performed analytical procedures to identify any unusual or unexpected relationships; 

- (b) tested journal entries to identify unusual transactions; 

- (c) assessed whether judgements and assumptions made in determining the accounting estimates set out in note 1 and where indicative of potential bias; and 

- (d) investigated the rationale behind significant or unusual transactions. 

In response to the risk of irregularities and non-compliance with laws and regulations, we designed procedures which included, but were not limited to: 

- (a) agreeing financial statement disclosures to underlying supporting documentation; 

- (b) reading the minutes of meetings of those charged with governance; 

- (c) enquiring of management as to actual and potential litigation and claims; and 

- (d) reviewing correspondence with HMRC, relevant regulators including the Health and Safety Executive, and the company's legal advisors. 

There are inherent limitations in our audit procedures described above. The more removed that laws and regulations are from financial transactions, the less likely it is that we would become aware of noncompliance. Auditing standards also limit the audit procedures required to identify non-compliance with laws and regulations to enquiry of the trustees and other management and the inspection of regulatory and legal correspondence, if any. 

Material misstatements that arise due to fraud can be harder to detect than those that arise from error as they may involve deliberate concealment or collusion. 

A further description of our responsibilities for the audit of the financial statements is located on the Financial Reporting Council’s website at: www.frc.org.uk/auditorsreponsibilities. This description forms part of our auditor’s report. 

12 



## INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF HOME-START WAKEFIELD & DISTRICT 

## Use of our report 

This report is made solely to the Charity's members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006.  Our audit work has been undertaken so that we might state to the Charity's members those matters we are required to state to them in an auditor's report and for no other purpose.  To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the Charity's members as a body, for our audit work, for this report, or for the opinions we have formed. 

John Richard Hall FCA (Senior Statutory Auditor) for and behalf of Walter Dawson & Son, Statutory Auditor. 

## Chartered Accountants 

First Floor, Unit 12 Pennine Business Park Longbow Close Bradley Huddersfield HD2 1GQ 

15th September 2023 

13 



## STATEMENT OF FINANCIAL ACTIVITIES 

## (INCLUDING INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 31 MARCH 2023 

|INCOME AND ENDOWMENTS FROM:<br>Donations and Legacies<br>Investments<br>Transfers Between Funds<br>Charitable Activities<br>Other<br>TOTAL EXPENDITURE<br>NET INCOME/(EXPENDITURE)<br>Charitable Activities<br>TOTAL INCOME AND ENDOWMENTS<br>EXPENDITURE ON:<br>NET MOVEMENTS IN FUNDS<br>RECONCILIATION OF FUNDS<br>Total Funds at 1 April 2022<br>Total Funds at 31 March 2023|Notes|Unrestricted<br>Funds<br>£<br>1,734<br>409<br>4,051<br>6,194<br>5,023<br>2,281<br>7,304<br>( 1,110)<br>( 1,110)<br>135,835<br>134,725|Restricted<br>Funds<br>£<br>-<br>-<br>287,520<br>287,520<br>327,782<br>21,934<br>349,716<br>( 62,196)<br>( 62,196)<br>196,838<br>134,642|Total<br>2023<br>£<br>1,734<br>409<br>291,571<br>293,714<br>332,805<br>24,215<br>357,020<br>( 63,306)<br>-<br>( 63,306)<br>332,673<br>269,367|Total<br>2022<br>£<br>1,685<br>5<br>391,111<br>392,801<br>237,538<br>18,499<br>256,037<br>136,764<br>-<br>136,764<br>195,909<br>332,673|
|---|---|---|---|---|---|
||5<br>6<br>7<br>8<br>9<br>11<br>13|||||



All incoming resources and resources expended derive from continuing activities. 

14 



## HOME-START WAKEFIELD & DISTRICT BALANCE SHEET AS AT 31 MARCH 2023 

|NET CURRENT ASSETS<br>The Funds of the Charity:<br>RESTRICTED INCOME FUNDS<br>UNRESTRICTED FUNDS<br>General Funds<br>Designated Funds<br>CURRENT ASSETS<br>Debtors<br>Cash at Bank and in Hand<br>CREDITORS:<br> Amounts Falling<br>Due Within One Year<br>FIXED ASSETS<br>Tangible Assets|Notes|£<br>£<br>6,566<br>648<br>268,464<br>269,112<br>( 6,311)<br>262,801<br>269,367<br>133,050<br>34,574<br>101,743<br>136,317<br>269,367<br>-<br>2023|£<br>£<br>6,543<br>2,754<br>325,191<br>327,945<br>( 1,815)<br>326,130<br>332,673<br>196,838<br>34,092<br>101,743<br>135,835<br>332,673<br>2022|
|---|---|---|---|
||14<br>15<br>16<br>20<br>20<br>20|||



These financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies regime. 

The financial statements were approved and authorised for issue by the Trustees on 15th September 2023 and signed on their behalf by: 

E Lynagh K Zelei TRUSTEES P Hart J Hall 

15 



HOME-START WAKEFIELD & DISTRICT NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2023 

## 1. STATUTORY INFORMATION 

Home-Start Wakefield & District is a charitable company domiciled in England and Wales, registered number 05208262.  The principal place of business is 2 Kilnsey Road, Eastmoor, Wakefield, West Yorkshire WF1 4RW. 

## 2. COMPLIANCE WITH ACCOUNTING STANDARDS 

The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102), Charities SORP (FRS 102) and the Companies Act 2006. 

## 3. ACCOUNTING POLICIES 

The financial statements have been prepared under the historical cost convention. 

The presentation currency is sterling. 

The particular accounting policies adopted are as follows: 

- (a) Donations, Legacies and Similar Incoming Resources Donations, legacies and similar incoming resources are included in the year in which they are receivable, which is when the charity becomes entitled to the resource. 

- (b) Grants Receivable and Local Authority Fees Grants receivable and local authority fees are credited to the Statement of Financial Activities (SOFA) in the year for which they are received.  Deferred income represents amounts received for future periods and is released to income resources in the period for which it has been received. 

## (c) Investment Income 

Income from investments is included in the SOFA in the year in which it is receivable. 

## (d) Expenditure 

All expenditure is included on an annual basis and is recognised when there is a legal or constructive obligation to pay for expenditure.  All costs have been directly attributed to one of the functional categories of resources expended in the SOFA.  The charity is not registered for VAT and accordingly expenditure is shown gross of irrecoverable VAT. 

16 



HOME-START WAKEFIELD & DISTRICT NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2023 

## 3. ACCOUNTING POLICIES (continued) 

## (e) Tangible Fixed Assets 

Depreciation is provided on a reducing balance basis over the expected useful lives of each category of tangible fixed assets: 

Fixtures and Fittings 

20% per annum on written down value 

## (f) Pension Costs 

The charity operates a defined contribution pension scheme for the benefit of its employees. Contributions payable are recognised in the SOFA when due. 

- (g) Leasing Rentals payable under operating leases are charged to the SOFA on a straight line basis over the period of the leases.  The benefits of lease incentives are recognised in the SOFA over the lease period on a straight line basis. 

## (h) Fund Accounting 

Funds held by the charity are either: 

- **.** _Unrestricted general funds -_ these are funds which can be used in accordance with the charitable objects at the discretion of the trustees. 

- **.** _Designated funds -_ these are funds set aside by the trustees out of unrestricted general funds for specific future purposes or projects. 

- **.** _Restricted funds -_ these are funds that can only be used for particular restricted purposes within the objects of the charity.  Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes. 

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements. 

## (i) Cash Flow Statements 

- The charity qualifies as a small company under the Companies Act 2006.  The trustees have elected to take advantage of the exemptions under FRS 102 not to prepare a cash flow statement. 

## 4. LEGAL STATUS OF THE CHARITY 

The charity is a company limited by guarantee and has no share capital.  In the event of the charity being wound up the liability, in respect of the guaranteee is limited to £1 per member of the charity. 

17 



## HOME-START WAKEFIELD & DISTRICT NOTES TO THE FINANCIAL STATEMENTS 

## YEAR ENDED 31 MARCH 2023 

|5.<br>6.<br>7.|CRT_SOAR<br>ESOL Vol Training<br>HAF 22<br>Happy & Healthy<br>KickStart<br>Pears<br>£Bags<br>HSUK Warm<br>PNMH<br>EHH<br>Bridging the gap 2<br>Michael & Shirley Hunt Charitable Trust<br>General<br>CHARITABLE ACTIVITIES<br>INVESTMENTS<br>Bank Interest<br>WMDC<br>Community Navigator Post<br>Henry Smith<br>DONATIONS AND LEGACIES<br>Donations<br>Our Family our Future<br>Speak Out Go Out<br>WDHCS<br>HSUK Covid Support<br>Bridging the gap|Unrestricted<br>Funds<br>£<br>1,734<br>1,734<br>Unrestricted<br>Funds<br>£<br>409<br>409<br>Unrestricted<br>Funds<br>£<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>4,051<br>4,051|Restricted<br>Funds<br>£<br>-<br>-<br>Restricted<br>Funds<br>£<br>-<br>-<br>Restricted<br>Funds<br>£<br>25,717<br>60,000<br>59,003<br>21,211<br>-<br>-<br>-<br>-<br>-<br>-<br>22,412<br>-<br>6,163<br>-<br>1,999<br>1,000<br>9,000<br>5,415<br>75,000<br>600<br>-<br>287,520|Total<br>2023<br>£<br>1,734<br>1,734<br>Total<br>2023<br>£<br>409<br>409<br>Total<br>2023<br>£<br>25,717<br>60,000<br>59,003<br>21,211<br>-<br>-<br>-<br>-<br>-<br>-<br>22,412<br>-<br>6,163<br>-<br>1,999<br>1,000<br>9,000<br>5,415<br>75,000<br>600<br>4,051<br>291,571|Total<br>2022<br>£<br>1,685<br>1,685<br>Total<br>2022<br>£<br>5<br>5<br>Total<br>2022<br>£<br>27,079<br>54,400<br>50,671<br>-<br>56,186<br>1,213<br>662)<br>(<br>122,000<br>30,490<br>8,534<br>3,451<br>19,500<br>8,647<br>8,390<br>-<br>-<br>-<br>-<br>-<br>-<br>1,212<br>391,111|
|---|---|---|---|---|---|



18 



## HOME-START WAKEFIELD & DISTRICT NOTES TO THE FINANCIAL STATEMENTS 

## YEAR ENDED 31 MARCH 2023 

## 8. CHARITABLE ACTIVITIES 

|9.<br>10.|Management Fees<br>Equipment and Repairs<br>Professional Fees<br>Outings and Functions<br>Promotion & Strategic Planning<br>Salaries and Pensions and NHI<br>Training<br>Staff Expenses<br>Volunteer Expenses<br>OTHER COSTS<br>Telephone<br>Rent, Room Hire and Cleaning<br>Insurance<br>Postage, Stationery and Photocopying<br>Auditors Remuneration<br>Sundry Expenses<br>Bank Charges<br>Depreciation<br>STAFF COSTS AND<br>TRUSTEES'REMUNERATION|Unrestricted<br>Funds<br>£<br>1,204<br>( 633)<br>-<br>208<br>4,072<br>-<br>172<br>-<br>5,023<br>Unrestricted<br>Funds<br>£<br>-<br>( 22)<br>-<br>( 77)<br>2,100<br>54<br>205<br>( 1,623)<br>1,644<br>2,281|Restricted<br>Funds<br>£<br>286,602<br>1,966<br>7,258<br>2,173<br>1,640<br>1,035<br>8,123<br>18,985<br>327,782<br>Restricted<br>Funds<br>£<br>1,805<br>11,669<br>1,224<br>4,110<br>-<br>1,430<br>73<br>1,623<br>-<br>21,934|Total<br>2023<br>£<br>287,806<br>1,333<br>7,258<br>2,381<br>5,712<br>1,035<br>8,295<br>18,985<br>332,805<br>Total<br>2023<br>£<br>1,805<br>11,647<br>1,224<br>4,033<br>2,100<br>1,484<br>278<br>-<br>1,644<br>24,215|Total<br>2022<br>£<br>203,705<br>1,334<br>3,403<br>1,284<br>2,843<br>4,332<br>4,562<br>16,075<br>237,538<br>Total<br>2022<br>£<br>1,240<br>8,199<br>1,198<br>3,458<br>2,040<br>726<br>1<br>1,637<br>18,499|
|---|---|---|---|---|---|



|Other Pension Costs<br>Wages and Salaries<br>Social Security Costs|2023<br>£<br>258,227<br>17,137<br>14,188<br>289,552|2022<br>£<br>180,678<br>13,486<br>9,541<br>203,705|
|---|---|---|



No employee received remuneration amounting to more than £60,000 in either year. 

Trustees received no remuneration and were not reimbursed for any of their expenses in either year. 

19 



HOME-START WAKEFIELD & DISTRICT NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2023 

## 10. STAFF COSTS AND TRUSTEES' REMUNERATION (continued) 

The average weekly number of employees during the year, calculated on the basis of full time equivalents, was as follows: 

|Charitable Activities|2023<br>No.<br>12<br>12|2022<br>No.<br>10<br>10|
|---|---|---|



## 11. NET INCOME/(EXPENDITURE) FOR THE YEAR 

|This is stated after charging:<br>Depreciation<br>Auditor's Remuneration|2023<br>£<br>1,644<br>2,100|2022<br>£<br>1,637<br>2,040|
|---|---|---|



## 12. CORPORATION TAX 

The charity is exempt from tax on income and gains falling within Section 505 of the Taxes Act 1988 or Section 252 of the Taxation of Chargeable Gains Act 1992 to the extent that these are applied to its charitable objectives. 

## 13. TRANSFERS BETWEEN FUNDS 

|Community Navigator Post<br>KickStart<br>Pears<br>Bridging the Gap<br>Happy & Healthy<br>PNMH<br>CRT_SOAR<br>HAF 22|Unrestricted<br>Funds<br>£<br>( 101)<br>18<br>( 6)<br>1,929<br>( 5)<br>( 212)<br>( 85)<br>54<br>1,592|Restricted<br>Funds<br>£<br>101<br>( 18)<br>6<br>( 1,929)<br>5<br>212<br>85<br>( 54)<br>( 1,592)|Total<br>2023<br>£<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-|Total<br>2022<br>£<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-|
|---|---|---|---|---|



20 



HOME-START WAKEFIELD & DISTRICT NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2023 

## 14. TANGIBLE FIXED ASSETS 

|15.<br>16.|Trade Debtors<br>Prepayments and Accrued Income<br>Trade Creditors<br>Other Creditors<br>CREDITORS<br>:Amounts Falling Due Within One Year<br>Accruals and Deferred Income<br>DEBTORS<br>Net Book Value<br>:<br>At 31 March 2023<br>At 31 March 2022<br>Cost<br>:<br>Depreciation<br>:<br>At 1 April 2022<br>Charge for Year<br>At 31 March 2023<br>At 1 April 2022<br>Additions<br>At 31 March 2023|Fixtures and<br>Fittings<br>£<br>25,122<br>1,667<br>26,789<br>18,579<br>1,644<br>20,223<br>6,566<br>6,543<br>2022<br>£<br>648<br>648<br>2023<br>£<br>3,915<br>2,396<br>6,311|Total<br>£<br>25,122<br>1,667<br>26,789<br>18,579<br>1,644<br>20,223<br>6,566<br>6,543<br>2022<br>£<br>2,500<br>254<br>2,754<br>2022<br>£<br>-<br>1,815<br>1,815|
|---|---|---|---|



21 



HOME-START WAKEFIELD & DISTRICT NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2023 

## 17. PENSION SCHEME 

The charity operates a defined contribution pension scheme.  The assets of the pension scheme are held separately from those of the charity in an independently administered fund.  The pension cost represents contributions payable by the charity to the fund and amounted to £9,541 (2022: £9,541). Contributions totalling £Nil (2022: £Nil) were payable to the fund at the year end and are included in creditors. 

## 18. ANALYSIS OF NET ASSETS BETWEEN FUNDS 

|Net Assets at 31 March 2022<br>Tangible Fixed Assets<br>Current Assets<br>Current Liabilities|General<br>Funds<br>£<br>6,543<br>72,466<br>( 1,815)<br>77,194|Designated<br>Funds<br>£<br>-<br>58,641<br>-<br>58,641|Restricted<br>Funds<br>£<br>-<br>196,838<br>-<br>196,838|Total Funds<br>£<br>6,543<br>327,945<br>( 1,815)<br>332,673|
|---|---|---|---|---|



22 



## HOME-START WAKEFIELD DISTRICT NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2023 

## 20. MOVEMENT IN FUNDS 

|Restricted Funds<br>Community Navigator<br>Post<br>Henry Smith<br>Tudor Trust Family<br>Fund<br>WMDC<br>WDHCS<br>NOVA<br>Our Family our Future<br>Bridging the gap<br>CRT_SOAR<br>ESOL vol training<br>HAF 22<br>Happy & Healthy<br>KickStart<br>Pears<br>£Bags<br>HSUK Warm<br>Michael & Shirley Hunt<br>Bridging the Gap 2<br>EHH<br>PNMH<br>Unrestricted Funds<br>Statutory Reserve<br>Fund<br>General Funds<br>Total Unrestricted<br>Funds<br>TOTAL FUNDS<br>Total Restricted Funds|At 1 April<br>2022<br>£<br>13,337<br>-<br>4,571<br>44,930<br>-<br>-<br>35,762<br>65,325<br>18,450<br>7,311<br>3,111<br>1<br>10<br>4,030<br>196,838<br>101,743<br>34,092<br>135,835<br>332,673|Income<br>£<br>25,717<br>60,000<br>59,003<br>21,211<br>22,412<br>6,163<br>1,999<br>1,000<br>600<br>75,000<br>5,415<br>9,000<br>287,520<br>7,940<br>7,940<br>295,460|Expen-<br>diture<br>£<br>( 39,155)<br>( 44,770)<br>( 110)<br>( 53,574)<br>( 9,540)<br>( 8,445)<br>( 63,396)<br>( 18,535)<br>( 7,311)<br>( 25,469)<br>( 2,505)<br>( 6,155)<br>( 4,036)<br>( 1,999)<br>( 600)<br>( 49,650)<br>( 5,254)<br>( 9,212)<br>( 349,716)<br>( 9,050)<br>( 9,050)<br>( 358,766)|Transfers<br>£<br>101<br>( 1,929)<br>85<br>( 54)<br>5<br>( 18)<br>6<br>212<br>( 1,592)<br>1,592<br>1,592<br>-|At 31 March<br>2023<br>£<br>-<br>15,230<br>4,461<br>50,359<br>11,671<br>-<br>27,317<br>-<br>-<br>-<br>-<br>( 2,499)<br>-<br>-<br>-<br>1,000<br>-<br>25,350<br>161<br>-<br>133,050<br>101,743<br>34,574<br>136,317<br>269,367|
|---|---|---|---|---|---|



23 



HOME-START WAKEFIELD DISTRICT NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2023 

## 20. MOVEMENT IN FUNDS (continued) 

## Restrictions Imposed and Purpose of Designated Funds 

The Trustees Board has adopted a statutory reserve policy which determines the level of reserves it maintains based on three months running costs and to cover staff redundancy costs in the event of scheme closure. 

## FIM/Community Navigator 

Post Funded by Future in Mind to support children and young people from ages 0 to 19 with help to understanding their emotional well-being. This fund  ended March 2023. 

## WMDC 

This funding is to support charity's work with parents with children 0-5 years.  This funding is being reviewed as it is due to end November 2023. 

## Henry Smith 22 

this funding is to support the charity’s work with parents of children 0 -5 and ends June 2025. 

## Family Welfare fund 

This funding is to support families in crisis when other forms of support have been exhausted. 

## HSUK – Pears 

Funded a coordinator post to bring the gap of funding ending and a decision from  Feb 22 and ended May 22. 

24 



HOME-START WAKEFIELD DISTRICT NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2023 

## 20. MOVEMENT IN FUNDS (continued) 

## CRT SOAR 

Step Out Achieve Resilience, this funding is to support parents suffering with mental health to identify the triggers of low mood and build strategies to minimalise episodes.  Funding ended 3 Dec 2022. 

## HAF  - Healthy Active Families 

This money is to support families of children who are accessing free school meals to get them active and fed during the school holidays. Easter, Summer and Christmas 2022. 

## ESOL Volunteering 

To deliver a prepare to volunteer course to learners who have English as a second language. Project ended Aug 2022. 

## Happy & Healthy 

This project deliverers health and wellbeing messages across the district to encourage parents to use alternatives to A&E when children need medical care and attention but do not need to attend Accident and Emergency department. This funding ends August 2023. 

## Family Wellbeing 

This project supports the overview of the service managing impact and outcomes. Identifying development of the service to support current issues that arise in families this funding ends August 2023. 

25 



## **HOME-START WAKEFIELD & DISTRICT** 

## **REPORT AND FINANCIAL STATEMENTS** 

## **YEAR ENDED 31 MARCH 2023** 

Charity Commission Reference Number 1105617 

Company Registered Number 05208262 


**First Floor, Unit 12 Pennine Business Park Longbow Close Bradley Huddersfield HD2 1GQ** 



## HOME-START WAKEFIELD & DISTRICT REPORT AND FINANCIAL STATEMENTS 

|Contents<br>Legal and Administrative Information<br>Statement of Trustees' Responsibilities<br>Report of the Trustees<br>Independent Auditor's Report<br>Statement of Financial Activities<br>Balance Sheet<br>Notes to the Financial Statements|Page<br>1 - 2.<br>3.<br>4 - 7.<br>8 - 13.<br>14.<br>15.<br>16 - 26.|
|---|---|





## HOME-START WAKEFIELD & DISTRICT LEGAL AND ADMINISTRATIVE INFORMATION 

## 1. CONSTITUTION 

Home-Start Wakefield & District is a company limited by a guarantee (Company No. 05208262) and a registered charity (Charity No. 1105617) governed by its Memorandum and Articles of Association. 

## 2. DIRECTORS AND TRUSTEES 

The directors of the charitable company (''the charity'') are its trustees for the purpose of charity law and throughout this report are collectively referred to as the trustees. 

The  trustees serving during the year and since the year end were as follows: 

Chairman: Elizabeth Lynagh (Resigned 01/02/2023) Janet Senior (Appointed 01/02/2023) Vice Chair: Jennifer Widdowson Treasurer: Peter Hart Trustees: Elizabeth Lynagh Karron Zelei Sarah Millns Jane Hall Auditors: Walter Dawson & Son First Floor, Unit 12 Pennine Business Park Longbow Close Bradley Huddersfield HD2 1GQ 

1 



## HOME-START WAKEFIELD & DISTRICT LEGAL AND ADMINISTRATIVE INFORMATION 

|Bankers<br>:|Bankers<br>:||National Westminster Bank Plc|
|---|---|---|---|
||||56 Westgate|
||||Wakefield|
||||WF1 1XF|
||||The Co-op Bank|
||||P O Box 250|
||||Delf House|
||||Southway|
||||Skelmersdale|
||||WN8 6WT|
|Registered Office<br>:|||Home-Start House|
||||2 Kilnsey Road|
||||Eastmoor|
||||Wakefield|
||||West Yorkshire|
||||WF1 4RW|



2 



## HOME-START WAKEFIELD & DISTRICT STATEMENT OF TRUSTEE'S RESPONSIBILITIES 

The trustees (who are also directors of Home-Start Wakefield & District for the purposes of company law) are responsible for preparing the trustees' report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards including Financial Reporting Standard 102: _The Financial Reporting Standard applicable in UK and Republic of Ireland_ (United Kingdom Generally Accepted Accounting Practice). 

Company law requires the trustees to prepare financial statements for each year which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for that period.  In preparing the financial statements, the trustees are required to: 

- (a) select suitable accounting policies and then apply them consistently; 

- (b) observe the methods and principles in the Charities SORP; 

- (c) make judgements and estimates that are reasonable and prudent; 

- (d) state whether applicable UK Accounting Standards have been followed, subject to any material departures disclosed and explained in the financial statements; and 

- (e) prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charitable company will continue in business. 

The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charitable company and to enable them to ensure that the financial statements comply with the Companies Act 2006.  They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud or other irregularities. 

In so far as the trustees are aware: 

- (a) there is no relevant audit information of which the charitable company's auditors are unaware; and 

- (b) the trustees have taken all steps that they ought to have taken to make themselves aware of any relevant audit information and to establish that the auditors are aware of that information. 

3 



HOME-START WAKEFIELD & DISTRICT REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2023 

The trustees are pleased to present their annual report together with the financial statements of the charitable company for the year ended 31 March 2023 which are also prepared to meet the requirements for a directors report and accounts for Companies Act purposes. 

The legal and administrative information set out on pages 1 and 2 forms part of this report. 

The financial statements comply with the Charities Act 2011, Companies Act 2006,  the Memorandum and Articles of Association and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102). 

## 1. Structure, Governance and Management 

A volunteer Board of Trustees is responsible for the scheme although the day to day running is delegated to the Scheme Manager who has responsibility to ensure that all members of staff are appropriately managed and supervised.  Trustee Board meetings are held 6 weekly. 

## 2. Objectives and Activities 

The objectives for which Home-Start is established are: 

- (a) To safeguard, protect and preserve the good health, both mental and physical, of children and parents of children, 

- (b) To prevent cruelty to or maltreatment of children, 

- (c) To relieve sickness, poverty and need amongst children and parents of children; 

- (d) To promote the education of the public in better standards of childcare within the area of Wakefield and its environs. 

When planning the activities for the year, the trustees have considered the Commission's guidance on public benefit. 

4 



HOME-START WAKEFIELD & DISTRICT REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022 

## 3. Achievements and Performance 

Home-Start Wakefield & District continues to work with families of 0-11 year olds by provision of volunteer befriending and advocacy in the Wakefield District. 

We continue to build our partnerships with the local Authority and as we approach the end of the threeyear funding point we begin a period of review to continue the funding of £50,000 per year. 

We have been delighted to have continued as a provider for the governments Healthy Active Families programme which has worked well, offering activities in holidays for children on free school meals, providing a meal and some healthy activities for the whole family to enjoy. 

We were successful in our continuation Henry Smith Funding in June 2022.  This supports the work of the coordinator team with families of children 0-5 years. 

Our funding from the local authority for the work with families of children 6 – 12 years was extended to August 2023. 

Our time as one of the host organisations for The Community Navigators Programme came to an end on 31st March 2023. The tender was won by a large not for profit company and all the staff were covered by TUPE and our staff member has moved over into a full time roll. 

Support to families through our family groups has expanded again and there are now six groups  running across district in Castleford, Pontefract, Sharlston, South Kirby, Flanshaw, & Eastmoor. 

Working in partnership and developing positive relationships with other agencies is central to our work. We have continued to work in close liaison with colleagues in the third sector in particular Nova and the Young Lives Consortium. 

During 2022-2023 the scheme received 312 Referrals for support and a further 132 families referred into our Holiday Activities provision. 

5 



HOME-START WAKEFIELD & DISTRICT REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022 

## 3. Achievements and Performance (continued) 

We continued providing the Happy & Healthy outcomes as part of our (to raise awareness of RSV (Respiratory Syncytial Virus) illness in children and reduce none emergency attendance at A& E department in Pinderfields Hospital). As part of our core offer this is part of the ask for the continuation funding of Bridging the gap. 

The quality of the service we provide to families is very important to us and we are pleased to report that 100% of families who evaluated the service said they were very satisfied or satisfied with the HomeStart service. Feedback from referrers tells us that the Home-Start service is valued by them and they report improvements in the families they have referred. 

Volunteers play a vital role in the support of families. It is their commitment that enables us to support families across the Wakefield District. The scheme continues to offer a comprehensive volunteer training programme.   The scheme recognises the value of its volunteer team, and we acknowledge the commitment of those who give their time freely to support parents and children. 

## 4. Financial Review 

The Trustee Board has adopted a statutory reserves policy which determines the level of reserves it maintains in the event of scheme closure and to cover staff redundancies. 

## 5. Plans for the Future 

We will continue to strengthen our links with statutory and voluntary agencies to promote Home-Start service. We will look at all funding opportunities which align with our aims and objectives and continue to offer the much-needed early support to children and families in the Wakefield district. We will continue to work in partnership with local authority and cluster managers and other VCS organisations to ensure Families and children across the district have a range of services to support their different needs. 

6 



## HOME-START WAKEFIELD & DISTRICT REPORT OF THE TRUSTEES 

## FOR THE YEAR ENDED 31 MARCH 2022 

## 6. Statement of Disclosure of Information to Auditors 

The trustees of the charitable company who held office at the date of approval of this Report of the Trustees each confirm that: 

- (a) so far as they are aware, there is no relevant audit information, information needed by the charitable company's auditors in connection with preparing their report, of which the charitable company's auditors are unaware; and 

- (b) they have taken all the steps that they ought to have taken as trustees in order to make themselves aware of any relevant audit information and to establish that the charitable company's auditors are aware of that information. 

## 7. Auditors 

The auditors, Walter Dawson & Son, having expressed their willingness to continue in office, will be proposed for re-appointment in accordance with Section 485 of the Companies Act 2006. 

This report has been prepared in accordance with the Accounting and Reporting by Charities: Statement of Recommended Practice. In preparing this report advantage has been taken of the small companies exemption. 

This report was approved and authorised for issue by the Trustees on 15th September 2023 and signed on their behalf by: 

## Janet Senior 

## Chairman 

7 



INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF HOME-START WAKEFIELD & DISTRICT 

## Opinion 

We have audited the financial statements of  Home-Start Wakefield & District  for the year ended 31 March 2023 which comprise the Statement of Financial Activities (including Income and Expenditure Account), Balance Sheet as at 31st March 2023 and notes to the financial statements on pages 14 to 26, including a summary of significant accounting policies.  The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102: The Financial Reporting Standard applicable in UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice). 

In our opinion the financial statements: 

- (a) give a true and fair view of the state of the Charitable company's affairs as at 31st March 2023 and of its income and expenditure for the year then ended; 

- (b) have been properly prepared in accordance with United Kingdom Generally Accepted Accounting 

- (c) have been prepared in accordance with the requirements of the Companies Act 2006. 

## Basis for opinion 

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditor’s responsibilities for the audit of the financial statements section of our report. We are independent of the Charity in accordance with ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC’s Ethical Standards, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion. 

## Conclusions Relating to Going Concern 

In auditing the financial statements, we have concluded that the trustees’ use of the going concern basis of accounting in the preparation of the financial statements is appropriate. 

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the Charity's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue. 

8 



TO THE MEMBERS OF HOME-START WAKEFIELD & DISTRICT 

## INDEPENDENT AUDITOR'S REPORT 

## Conclusions Relating to Going Concern (continued) 

Our responsibilities and the responsibilities of the directors with respect to going concern are described in the relevant sections of this report. 

## Other Information 

The trustees are responsible for the other information. The other information comprises the information included in the annual report other than the financial statements and our auditor’s report thereon. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon. 

In connection with our audit of the financial statements our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether there is a material misstatement in the financial statements or a material misstatement of the other information. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact. 

We have nothing to report in this regard. 

## Opinion on Other Matters Prescribed by the Companies Act 2006 

In our opinion, based on the work undertaken in the course of the audit: 

- (a) the information given in the trustee's report (incorporating the strategic report and directors' report) for the financial year for which the financial statements are prepared is consistent with the financial statements; and 

- (b) the trustees' report (incorporating the strategic report and directors' report) have been prepared in accordance with applicable legal requirements. 

## Matters on Which we are Required to Report by Exception 

In the light of the knowledge and understanding of the Charity and its environment obtained in the course of the audit, we have not identified material misstatements in the Trustees' Annual Report. 

9 



## INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF HOME-START WAKEFIELD & DISTRICT 

## Matters on Which we are Required to Report by Exception (continued) 

We have nothing to report in respect of the following matters in relation to which the Companies Act 2006 requires us to report to you if, in our opinion: 

- (a) adequate accounting records have not been kept or returns adequate for our audit have not been received from branches not visited by us; 

- (b) the financial statements are not in agreement with the accounting records and returns; 

- (c) certain disclosures of trustee's remuneration specified by law are not made; or 

(d) we have not received all the information and explanations we require for our audit. 

## Responsibilities of the Trustees 

As explained more fully in the trustee's responsibilities statement set out on page 3, the trustees (who are also the directors of the charitable company for the purposes of company law)  are responsible for the preparation of financial statements and for being satisfied that they give a true and fair view, and for such internal control as they determine it necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error. 

In preparing the financial statements, the trustees are responsible for assessing the Charity’s ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the trustees either intend to liquidate the Charity or to cease operations, or have no realistic alternative but to do so. 

## Our Responsibilities for the Audit of the Financial Statements 

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of the financial statements. 

10 



INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF HOME-START WAKEFIELD & DISTRICT 

## Our Responsibilities for the Audit of the Financial Statements (continued) 

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below: 

Our approach to identifying and assessing the risk of material misstatement in respect of irregularities, including fraud and non-compliance with laws and regulations, was as follows: 

- (a) the engagement partner ensured that the engagement team collectively had the appropriate competence, capabilities and skills to identify or recognise non-compliance with applicable laws and regulations; 

- (b) we identified the laws and regulations applicable to the Charity through discussions with trustees and other management, and form our commercial knowledge and experience of the sector; 

- (c) we focussed on specific laws and regulations which considered may have a direct material effect on the financial statements or the operations of the charity, including the Companies Act 2006, taxation legislation, data protection, anti-bribery, employment, environmental and health and safety legislation; 

- (d) we assessed the extent of compliance with the laws and regulations identified above through making enquiries of management and inspecting legal correspondence; and 

- (e) identified laws and regulations were communicated within the audit team regularly and the team remained alert to instances of non-compliance throughout the audit. 

We assessed the susceptibility of the charity's financial statements to material misstatement, including obtaining an understanding of how fraud might occur, by: 

- (a) making enquiries of management as to where they considered there was a susceptibility to fraud, their knowledge of actual, suspected and alleged fraud; and 

- (b) considering the internal controls in place to mitigate risks of fraud and non-compliance with laws and regulations. 

11 



## INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF HOME-START WAKEFIELD & DISTRICT 

## Our Responsibilities for the Audit of the Financial Statements (continued) 

To address the risk of fraud through management bias and overide of controls, we: 

(a) performed analytical procedures to identify any unusual or unexpected relationships; 

- (b) tested journal entries to identify unusual transactions; 

- (c) assessed whether judgements and assumptions made in determining the accounting estimates set out in note 1 and where indicative of potential bias; and 

- (d) investigated the rationale behind significant or unusual transactions. 

In response to the risk of irregularities and non-compliance with laws and regulations, we designed procedures which included, but were not limited to: 

- (a) agreeing financial statement disclosures to underlying supporting documentation; 

- (b) reading the minutes of meetings of those charged with governance; 

- (c) enquiring of management as to actual and potential litigation and claims; and 

- (d) reviewing correspondence with HMRC, relevant regulators including the Health and Safety Executive, and the company's legal advisors. 

There are inherent limitations in our audit procedures described above. The more removed that laws and regulations are from financial transactions, the less likely it is that we would become aware of noncompliance. Auditing standards also limit the audit procedures required to identify non-compliance with laws and regulations to enquiry of the trustees and other management and the inspection of regulatory and legal correspondence, if any. 

Material misstatements that arise due to fraud can be harder to detect than those that arise from error as they may involve deliberate concealment or collusion. 

A further description of our responsibilities for the audit of the financial statements is located on the Financial Reporting Council’s website at: www.frc.org.uk/auditorsreponsibilities. This description forms part of our auditor’s report. 

12 



## INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF HOME-START WAKEFIELD & DISTRICT 

## Use of our report 

This report is made solely to the Charity's members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006.  Our audit work has been undertaken so that we might state to the Charity's members those matters we are required to state to them in an auditor's report and for no other purpose.  To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the Charity's members as a body, for our audit work, for this report, or for the opinions we have formed. 

John Richard Hall FCA (Senior Statutory Auditor) for and behalf of Walter Dawson & Son, Statutory Auditor. 

## Chartered Accountants 

First Floor, Unit 12 Pennine Business Park Longbow Close Bradley Huddersfield HD2 1GQ 

15th September 2023 

13 



## STATEMENT OF FINANCIAL ACTIVITIES 

## (INCLUDING INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 31 MARCH 2023 

|INCOME AND ENDOWMENTS FROM:<br>Donations and Legacies<br>Investments<br>Transfers Between Funds<br>Charitable Activities<br>Other<br>TOTAL EXPENDITURE<br>NET INCOME/(EXPENDITURE)<br>Charitable Activities<br>TOTAL INCOME AND ENDOWMENTS<br>EXPENDITURE ON:<br>NET MOVEMENTS IN FUNDS<br>RECONCILIATION OF FUNDS<br>Total Funds at 1 April 2022<br>Total Funds at 31 March 2023|Notes|Unrestricted<br>Funds<br>£<br>1,734<br>409<br>4,051<br>6,194<br>5,023<br>2,281<br>7,304<br>( 1,110)<br>( 1,110)<br>135,835<br>134,725|Restricted<br>Funds<br>£<br>-<br>-<br>287,520<br>287,520<br>327,782<br>21,934<br>349,716<br>( 62,196)<br>( 62,196)<br>196,838<br>134,642|Total<br>2023<br>£<br>1,734<br>409<br>291,571<br>293,714<br>332,805<br>24,215<br>357,020<br>( 63,306)<br>-<br>( 63,306)<br>332,673<br>269,367|Total<br>2022<br>£<br>1,685<br>5<br>391,111<br>392,801<br>237,538<br>18,499<br>256,037<br>136,764<br>-<br>136,764<br>195,909<br>332,673|
|---|---|---|---|---|---|
||5<br>6<br>7<br>8<br>9<br>11<br>13|||||



All incoming resources and resources expended derive from continuing activities. 

14 



## HOME-START WAKEFIELD & DISTRICT BALANCE SHEET AS AT 31 MARCH 2023 

|NET CURRENT ASSETS<br>The Funds of the Charity:<br>RESTRICTED INCOME FUNDS<br>UNRESTRICTED FUNDS<br>General Funds<br>Designated Funds<br>CURRENT ASSETS<br>Debtors<br>Cash at Bank and in Hand<br>CREDITORS:<br> Amounts Falling<br>Due Within One Year<br>FIXED ASSETS<br>Tangible Assets|Notes|£<br>£<br>6,566<br>648<br>268,464<br>269,112<br>( 6,311)<br>262,801<br>269,367<br>133,050<br>34,574<br>101,743<br>136,317<br>269,367<br>-<br>2023|£<br>£<br>6,543<br>2,754<br>325,191<br>327,945<br>( 1,815)<br>326,130<br>332,673<br>196,838<br>34,092<br>101,743<br>135,835<br>332,673<br>2022|
|---|---|---|---|
||14<br>15<br>16<br>20<br>20<br>20|||



These financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies regime. 

The financial statements were approved and authorised for issue by the Trustees on 15th September 2023 and signed on their behalf by: 

E Lynagh K Zelei TRUSTEES P Hart J Hall 

15 



HOME-START WAKEFIELD & DISTRICT NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2023 

## 1. STATUTORY INFORMATION 

Home-Start Wakefield & District is a charitable company domiciled in England and Wales, registered number 05208262.  The principal place of business is 2 Kilnsey Road, Eastmoor, Wakefield, West Yorkshire WF1 4RW. 

## 2. COMPLIANCE WITH ACCOUNTING STANDARDS 

The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102), Charities SORP (FRS 102) and the Companies Act 2006. 

## 3. ACCOUNTING POLICIES 

The financial statements have been prepared under the historical cost convention. 

The presentation currency is sterling. 

The particular accounting policies adopted are as follows: 

- (a) Donations, Legacies and Similar Incoming Resources Donations, legacies and similar incoming resources are included in the year in which they are receivable, which is when the charity becomes entitled to the resource. 

- (b) Grants Receivable and Local Authority Fees Grants receivable and local authority fees are credited to the Statement of Financial Activities (SOFA) in the year for which they are received.  Deferred income represents amounts received for future periods and is released to income resources in the period for which it has been received. 

## (c) Investment Income 

Income from investments is included in the SOFA in the year in which it is receivable. 

## (d) Expenditure 

All expenditure is included on an annual basis and is recognised when there is a legal or constructive obligation to pay for expenditure.  All costs have been directly attributed to one of the functional categories of resources expended in the SOFA.  The charity is not registered for VAT and accordingly expenditure is shown gross of irrecoverable VAT. 

16 



HOME-START WAKEFIELD & DISTRICT NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2023 

## 3. ACCOUNTING POLICIES (continued) 

## (e) Tangible Fixed Assets 

Depreciation is provided on a reducing balance basis over the expected useful lives of each category of tangible fixed assets: 

Fixtures and Fittings 

20% per annum on written down value 

## (f) Pension Costs 

The charity operates a defined contribution pension scheme for the benefit of its employees. Contributions payable are recognised in the SOFA when due. 

- (g) Leasing Rentals payable under operating leases are charged to the SOFA on a straight line basis over the period of the leases.  The benefits of lease incentives are recognised in the SOFA over the lease period on a straight line basis. 

## (h) Fund Accounting 

Funds held by the charity are either: 

- **.** _Unrestricted general funds -_ these are funds which can be used in accordance with the charitable objects at the discretion of the trustees. 

- **.** _Designated funds -_ these are funds set aside by the trustees out of unrestricted general funds for specific future purposes or projects. 

- **.** _Restricted funds -_ these are funds that can only be used for particular restricted purposes within the objects of the charity.  Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes. 

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements. 

## (i) Cash Flow Statements 

- The charity qualifies as a small company under the Companies Act 2006.  The trustees have elected to take advantage of the exemptions under FRS 102 not to prepare a cash flow statement. 

## 4. LEGAL STATUS OF THE CHARITY 

The charity is a company limited by guarantee and has no share capital.  In the event of the charity being wound up the liability, in respect of the guaranteee is limited to £1 per member of the charity. 

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## HOME-START WAKEFIELD & DISTRICT NOTES TO THE FINANCIAL STATEMENTS 

## YEAR ENDED 31 MARCH 2023 

|5.<br>6.<br>7.|CRT_SOAR<br>ESOL Vol Training<br>HAF 22<br>Happy & Healthy<br>KickStart<br>Pears<br>£Bags<br>HSUK Warm<br>PNMH<br>EHH<br>Bridging the gap 2<br>Michael & Shirley Hunt Charitable Trust<br>General<br>CHARITABLE ACTIVITIES<br>INVESTMENTS<br>Bank Interest<br>WMDC<br>Community Navigator Post<br>Henry Smith<br>DONATIONS AND LEGACIES<br>Donations<br>Our Family our Future<br>Speak Out Go Out<br>WDHCS<br>HSUK Covid Support<br>Bridging the gap|Unrestricted<br>Funds<br>£<br>1,734<br>1,734<br>Unrestricted<br>Funds<br>£<br>409<br>409<br>Unrestricted<br>Funds<br>£<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>4,051<br>4,051|Restricted<br>Funds<br>£<br>-<br>-<br>Restricted<br>Funds<br>£<br>-<br>-<br>Restricted<br>Funds<br>£<br>25,717<br>60,000<br>59,003<br>21,211<br>-<br>-<br>-<br>-<br>-<br>-<br>22,412<br>-<br>6,163<br>-<br>1,999<br>1,000<br>9,000<br>5,415<br>75,000<br>600<br>-<br>287,520|Total<br>2023<br>£<br>1,734<br>1,734<br>Total<br>2023<br>£<br>409<br>409<br>Total<br>2023<br>£<br>25,717<br>60,000<br>59,003<br>21,211<br>-<br>-<br>-<br>-<br>-<br>-<br>22,412<br>-<br>6,163<br>-<br>1,999<br>1,000<br>9,000<br>5,415<br>75,000<br>600<br>4,051<br>291,571|Total<br>2022<br>£<br>1,685<br>1,685<br>Total<br>2022<br>£<br>5<br>5<br>Total<br>2022<br>£<br>27,079<br>54,400<br>50,671<br>-<br>56,186<br>1,213<br>662)<br>(<br>122,000<br>30,490<br>8,534<br>3,451<br>19,500<br>8,647<br>8,390<br>-<br>-<br>-<br>-<br>-<br>-<br>1,212<br>391,111|
|---|---|---|---|---|---|



18 



## HOME-START WAKEFIELD & DISTRICT NOTES TO THE FINANCIAL STATEMENTS 

## YEAR ENDED 31 MARCH 2023 

## 8. CHARITABLE ACTIVITIES 

|9.<br>10.|Management Fees<br>Equipment and Repairs<br>Professional Fees<br>Outings and Functions<br>Promotion & Strategic Planning<br>Salaries and Pensions and NHI<br>Training<br>Staff Expenses<br>Volunteer Expenses<br>OTHER COSTS<br>Telephone<br>Rent, Room Hire and Cleaning<br>Insurance<br>Postage, Stationery and Photocopying<br>Auditors Remuneration<br>Sundry Expenses<br>Bank Charges<br>Depreciation<br>STAFF COSTS AND<br>TRUSTEES'REMUNERATION|Unrestricted<br>Funds<br>£<br>1,204<br>( 633)<br>-<br>208<br>4,072<br>-<br>172<br>-<br>5,023<br>Unrestricted<br>Funds<br>£<br>-<br>( 22)<br>-<br>( 77)<br>2,100<br>54<br>205<br>( 1,623)<br>1,644<br>2,281|Restricted<br>Funds<br>£<br>286,602<br>1,966<br>7,258<br>2,173<br>1,640<br>1,035<br>8,123<br>18,985<br>327,782<br>Restricted<br>Funds<br>£<br>1,805<br>11,669<br>1,224<br>4,110<br>-<br>1,430<br>73<br>1,623<br>-<br>21,934|Total<br>2023<br>£<br>287,806<br>1,333<br>7,258<br>2,381<br>5,712<br>1,035<br>8,295<br>18,985<br>332,805<br>Total<br>2023<br>£<br>1,805<br>11,647<br>1,224<br>4,033<br>2,100<br>1,484<br>278<br>-<br>1,644<br>24,215|Total<br>2022<br>£<br>203,705<br>1,334<br>3,403<br>1,284<br>2,843<br>4,332<br>4,562<br>16,075<br>237,538<br>Total<br>2022<br>£<br>1,240<br>8,199<br>1,198<br>3,458<br>2,040<br>726<br>1<br>1,637<br>18,499|
|---|---|---|---|---|---|



|Other Pension Costs<br>Wages and Salaries<br>Social Security Costs|2023<br>£<br>258,227<br>17,137<br>14,188<br>289,552|2022<br>£<br>180,678<br>13,486<br>9,541<br>203,705|
|---|---|---|



No employee received remuneration amounting to more than £60,000 in either year. 

Trustees received no remuneration and were not reimbursed for any of their expenses in either year. 

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HOME-START WAKEFIELD & DISTRICT NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2023 

## 10. STAFF COSTS AND TRUSTEES' REMUNERATION (continued) 

The average weekly number of employees during the year, calculated on the basis of full time equivalents, was as follows: 

|Charitable Activities|2023<br>No.<br>12<br>12|2022<br>No.<br>10<br>10|
|---|---|---|



## 11. NET INCOME/(EXPENDITURE) FOR THE YEAR 

|This is stated after charging:<br>Depreciation<br>Auditor's Remuneration|2023<br>£<br>1,644<br>2,100|2022<br>£<br>1,637<br>2,040|
|---|---|---|



## 12. CORPORATION TAX 

The charity is exempt from tax on income and gains falling within Section 505 of the Taxes Act 1988 or Section 252 of the Taxation of Chargeable Gains Act 1992 to the extent that these are applied to its charitable objectives. 

## 13. TRANSFERS BETWEEN FUNDS 

|Community Navigator Post<br>KickStart<br>Pears<br>Bridging the Gap<br>Happy & Healthy<br>PNMH<br>CRT_SOAR<br>HAF 22|Unrestricted<br>Funds<br>£<br>( 101)<br>18<br>( 6)<br>1,929<br>( 5)<br>( 212)<br>( 85)<br>54<br>1,592|Restricted<br>Funds<br>£<br>101<br>( 18)<br>6<br>( 1,929)<br>5<br>212<br>85<br>( 54)<br>( 1,592)|Total<br>2023<br>£<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-|Total<br>2022<br>£<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-|
|---|---|---|---|---|



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HOME-START WAKEFIELD & DISTRICT NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2023 

## 14. TANGIBLE FIXED ASSETS 

|15.<br>16.|Trade Debtors<br>Prepayments and Accrued Income<br>Trade Creditors<br>Other Creditors<br>CREDITORS<br>:Amounts Falling Due Within One Year<br>Accruals and Deferred Income<br>DEBTORS<br>Net Book Value<br>:<br>At 31 March 2023<br>At 31 March 2022<br>Cost<br>:<br>Depreciation<br>:<br>At 1 April 2022<br>Charge for Year<br>At 31 March 2023<br>At 1 April 2022<br>Additions<br>At 31 March 2023|Fixtures and<br>Fittings<br>£<br>25,122<br>1,667<br>26,789<br>18,579<br>1,644<br>20,223<br>6,566<br>6,543<br>2022<br>£<br>648<br>648<br>2023<br>£<br>3,915<br>2,396<br>6,311|Total<br>£<br>25,122<br>1,667<br>26,789<br>18,579<br>1,644<br>20,223<br>6,566<br>6,543<br>2022<br>£<br>2,500<br>254<br>2,754<br>2022<br>£<br>-<br>1,815<br>1,815|
|---|---|---|---|



21 



HOME-START WAKEFIELD & DISTRICT NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2023 

## 17. PENSION SCHEME 

The charity operates a defined contribution pension scheme.  The assets of the pension scheme are held separately from those of the charity in an independently administered fund.  The pension cost represents contributions payable by the charity to the fund and amounted to £9,541 (2022: £9,541). Contributions totalling £Nil (2022: £Nil) were payable to the fund at the year end and are included in creditors. 

## 18. ANALYSIS OF NET ASSETS BETWEEN FUNDS 

|Net Assets at 31 March 2022<br>Tangible Fixed Assets<br>Current Assets<br>Current Liabilities|General<br>Funds<br>£<br>6,543<br>72,466<br>( 1,815)<br>77,194|Designated<br>Funds<br>£<br>-<br>58,641<br>-<br>58,641|Restricted<br>Funds<br>£<br>-<br>196,838<br>-<br>196,838|Total Funds<br>£<br>6,543<br>327,945<br>( 1,815)<br>332,673|
|---|---|---|---|---|



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## HOME-START WAKEFIELD DISTRICT NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2023 

## 20. MOVEMENT IN FUNDS 

|Restricted Funds<br>Community Navigator<br>Post<br>Henry Smith<br>Tudor Trust Family<br>Fund<br>WMDC<br>WDHCS<br>NOVA<br>Our Family our Future<br>Bridging the gap<br>CRT_SOAR<br>ESOL vol training<br>HAF 22<br>Happy & Healthy<br>KickStart<br>Pears<br>£Bags<br>HSUK Warm<br>Michael & Shirley Hunt<br>Bridging the Gap 2<br>EHH<br>PNMH<br>Unrestricted Funds<br>Statutory Reserve<br>Fund<br>General Funds<br>Total Unrestricted<br>Funds<br>TOTAL FUNDS<br>Total Restricted Funds|At 1 April<br>2022<br>£<br>13,337<br>-<br>4,571<br>44,930<br>-<br>-<br>35,762<br>65,325<br>18,450<br>7,311<br>3,111<br>1<br>10<br>4,030<br>196,838<br>101,743<br>34,092<br>135,835<br>332,673|Income<br>£<br>25,717<br>60,000<br>59,003<br>21,211<br>22,412<br>6,163<br>1,999<br>1,000<br>600<br>75,000<br>5,415<br>9,000<br>287,520<br>7,940<br>7,940<br>295,460|Expen-<br>diture<br>£<br>( 39,155)<br>( 44,770)<br>( 110)<br>( 53,574)<br>( 9,540)<br>( 8,445)<br>( 63,396)<br>( 18,535)<br>( 7,311)<br>( 25,469)<br>( 2,505)<br>( 6,155)<br>( 4,036)<br>( 1,999)<br>( 600)<br>( 49,650)<br>( 5,254)<br>( 9,212)<br>( 349,716)<br>( 9,050)<br>( 9,050)<br>( 358,766)|Transfers<br>£<br>101<br>( 1,929)<br>85<br>( 54)<br>5<br>( 18)<br>6<br>212<br>( 1,592)<br>1,592<br>1,592<br>-|At 31 March<br>2023<br>£<br>-<br>15,230<br>4,461<br>50,359<br>11,671<br>-<br>27,317<br>-<br>-<br>-<br>-<br>( 2,499)<br>-<br>-<br>-<br>1,000<br>-<br>25,350<br>161<br>-<br>133,050<br>101,743<br>34,574<br>136,317<br>269,367|
|---|---|---|---|---|---|



23 



HOME-START WAKEFIELD DISTRICT NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2023 

## 20. MOVEMENT IN FUNDS (continued) 

## Restrictions Imposed and Purpose of Designated Funds 

The Trustees Board has adopted a statutory reserve policy which determines the level of reserves it maintains based on three months running costs and to cover staff redundancy costs in the event of scheme closure. 

## FIM/Community Navigator 

Post Funded by Future in Mind to support children and young people from ages 0 to 19 with help to understanding their emotional well-being. This fund  ended March 2023. 

## WMDC 

This funding is to support charity's work with parents with children 0-5 years.  This funding is being reviewed as it is due to end November 2023. 

## Henry Smith 22 

this funding is to support the charity’s work with parents of children 0 -5 and ends June 2025. 

## Family Welfare fund 

This funding is to support families in crisis when other forms of support have been exhausted. 

## HSUK – Pears 

Funded a coordinator post to bring the gap of funding ending and a decision from  Feb 22 and ended May 22. 

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HOME-START WAKEFIELD DISTRICT NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2023 

## 20. MOVEMENT IN FUNDS (continued) 

## CRT SOAR 

Step Out Achieve Resilience, this funding is to support parents suffering with mental health to identify the triggers of low mood and build strategies to minimalise episodes.  Funding ended 3 Dec 2022. 

## HAF  - Healthy Active Families 

This money is to support families of children who are accessing free school meals to get them active and fed during the school holidays. Easter, Summer and Christmas 2022. 

## ESOL Volunteering 

To deliver a prepare to volunteer course to learners who have English as a second language. Project ended Aug 2022. 

## Happy & Healthy 

This project deliverers health and wellbeing messages across the district to encourage parents to use alternatives to A&E when children need medical care and attention but do not need to attend Accident and Emergency department. This funding ends August 2023. 

## Family Wellbeing 

This project supports the overview of the service managing impact and outcomes. Identifying development of the service to support current issues that arise in families this funding ends August 2023. 

25