## **Annual Report and Financial Statement** 

## **For the Year** 

**1[st] April 2022 to 31[st] March 2023** 

**Our Mission:** To be there for parents when they need us most 

**Our Vision:** Supporting parents to create stronger families 


## **Report of the Board of Trustees** 

The Board presents its report and financial statements for HomeStart South and West Devon for the year ending 31[st] March 2023. The Trustees have adopted the provisions of the 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 (FRS102) (effective January 2019). The company being incorporated on 12[th] January 2005 and having extended its accounting reference date to 31[st] March. It has no share capital and is a registered charity with the guarantee of each member being limited to £1. The governing document is the Memorandum and Articles of Association of the company and the members of the Board of Trustees are the Directors of the Company. 

Name of Charity: Home-Start South and West Devon Charity Registration No: 1108077 Company Registered No: 05331020 Principal & Registered Office: The Rees Centre, Mudge Way, Plympton, Plymouth, PL7 2PS 



## **Board of Trustees and Directors** : 

Diane Jones – Chair 

Stuart Harris – Treasurer 

David Monk – Safeguarding Advisor 

Mary Tayler 

Bella Westlake  - Data Protection Lead (app 06.02.2023) 

Catherine Stoate  (resigned 16.05.2022 ) 


Emma Gibson (resigned 05.12.2022) 

**The following also serve in a representative or individual advisory capacity on the Management Committee, are members but are not Trustees:** 

David Carver 

**The following serves on the Management Committee in an advisory capacity but is neither a member nor a Trustee:** 

Andrea Chandler CEO – to whom strategic management of the Charity is delegated Zoe Bell Scheme Manager – to whom the day-to-day management is delegated 



**Achievements and Programmes Impact in Numbers 2022 -23** 


**Support 90% Volunteer Hours packages Support delivered of participants made 308** (using our 0-5 assessment tool) **progress 13,000** 





**Achievements and Programmes Impact in Numbers 2022 -23 These results are from parents who have received at least one review - they are scored at the start and at review/closing visits using a 0 t0 5 scoring system (5 being high).** 







## **Survey Results Beneficiaries Response to the Service** 



**% of Beneficiaries who said the services were ʻeasyʼ to access 80%** 




## **Its Bankers and Accountants are:** 

CAF Bank Limited and CCLA  - Bankers 

Morgan Accountants Ltd - Accountants and prepare Audit Exemption Report 

## **Structure, Governance and Management** 

The articles provide that the trustees shall number from four to twelve and that one third must retire at each AGM. All Trustees are members of the Charity along with the other representatives on the Management Committee as set out above. Trustees are normally appointed following a three stage recruitment process (application form, interview and shadowing). All are handed a copy of the Memorandum and Articles of Association and a Trustee Handbook. They undertake an induction including attending a volunteer Preparation Training Course. Further training is offered internally, through Home-Start UK and other local third sector support organisations. 

The Charity is affiliated to Home-Start UK who provides the broad spectrum within which the charity operates and who monitor performance against set criteria. 

The Trustees have delegated day to day management of the Charity to its CEO and Scheme Manager who report on the performance to the Trustees or as necessary to the Chair. The Trustees meet regularly and normally at not less than 8 weeks intervals, receiving reports from the Scheme Manager and CEO, and updated accounts showing performance to date against budget and forecast management accounts. 

## **Risk Assessment** 

The Trustees review annually an assessment of the risks to which the Charity is exposed, operational and financial and have introduced procedures and reporting regimes to manage and reduce the identified risks. Trustees have agreed clear lines of delegation and authority to staff and have involved all staff and volunteers working within the organisation in recognition of risk in all their activities. 



## **Management and Staffing** 

The Charity operates with a full-time CEO, full-time Scheme Manager, two full-time Co-ordinators, one part-time Co-ordinators, one full time Administrator, one part-time Administrator and one part-time Comms Lead. 

The remaining work of the Charity is undertaken by a group of fifty two active volunteers supporting families for up to two hours each per week and by the Trustees and other the advisory members of the Committee. We trained an additional sixteen volunteers this year. 

## **Trustees Responsibilities** 

Company Law requires the Trustees to prepare financial statements for each financial year that give a true and fair view of the state of affairs of the company and of the income and expenditure of the company for that year. In preparing these financial statements the Trustees have: 

- Selected suitable accounting policies and applied them consistently 

- Made judgments and estimates that are reasonable and prudent 

- Followed applicable accounting standards and statements of recommended practice without material departure or, otherwise stated the reason for such departure 

- Prepared the financial statements on the going concern basis 

The Trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the 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 company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. 

## **Objects and Activities** 

The principal object is to safeguard, protect and preserve the good health, both mental and physical of parents and their children. 

The core service is to offer befriending and mentoring support to parents who are experiencing difficulties. This is done primarily in the family home and local community but over the last year by a mix of digital means (text, audio and video) and community/home based 



## **Case study - Volunteers** 

## **Overview:** 

This is a volunteer case study. The volunteer will remain anonymous and for the purpose of this report we will call her Sarah. 

Sarah provided digital support to a mother diagnosed with MS, who had three children and a challenging background. Through consistent efforts, Sarah established a strong and trusting relationship with the mother, fostering open and honest communication between them. Mutual respect formed the foundation of their connection, ensuring that the support provided revolved around the mother's specific needs. 

Living with MS presented significant challenges for the mother, impacting her energy levels and motivation in a negative way. With Sarah's assistance, she discovered a local MS charity that made a tremendous difference in her life. Accessing this resource proved invaluable for her well-being. 

Additionally, Sarah worked closely with the family to offer support to the son, who was grappling with mental health issues and had experienced a suicide attempt. Through Sarah's intervention, the family was able to expedite the son's medical treatment, leading to an improvement in his situation. 

Sarah acknowledges that maintaining availability for text and video conversations played a crucial role in providing effective support. Moreover, finding shared interests beyond the mother's health concerns had a positive impact, allowing for a more holistic approach to their interactions. 

## **Quote** 

## _“I love to help supporting mum and families.”_ 


**23** Home-Start South and West Devon Evaluation Report 



## **Case Study - Beneficiary** 

## **Overview:** 

This case study is taken from a **volunteers face-to-face** support experience. The beneficiary will remain **anonymous** and for the purpose of this report we will call her Ivy. 

Ivy and her family faced a challenging living situation in a small one-bedroom flat with no lift. Their circumstances became even more demanding when they unexpectedly found out they were expecting twins, on top of already having a baby. When the volunteer arrived to support the family, there were two adults and three children under 18 months squeezed into the tiny flat. The living arrangements were far from ideal, with the mum sleeping on the sofa in the front room with the twins, while the dad shared the bedroom with the older child. Initially, the mum was hesitant to accept support, overwhelmed by exhaustion and unable to see how it could make a difference. However, the volunteer quickly established a positive rapport with her and focused on building her confidence. With the Coordinator, they arranged for a new sofa bed and cots, improving the family's sleeping arrangements. The volunteer played a crucial role in helping the family get out of the flat and engage in positive activities that allowed the children to enjoy fresh air. The biggest challenge faced was finding a larger home to accommodate the growing family. The volunteer took an active role, assisting Ivy to take the necessary steps to move up the housing list. Thanks to their efforts, the family successfully secured a new house with a garden. This significant change in their living situation promises to greatly enhance their family life for the better. 


**37** Home-Start South and West Devon Evaluation Report 



## **Review of Financial Position and Plans for 2023 and beyond** 


The Charity was successful in obtaining a grant from Big Lottery Community Fund. The grant provides partial funding until March 2025 years. The majority of the match funding required for the next 3 years has already been secured. 

We have secured grants and local authority funding. 

The Community Interest Company we set up in 2019 has begun to develop income through consultancy work. 

We have secured funding through partnerships with other organisations and have other partnership application in development. This is an area we will continue to pursue over the next year 

## **Reserves Policy** 

The Charity aims for a reserve fund equivalent to a minimum of 6 months running costs. 

## **Funders** 

## Thank you to our funders and supporters who this year included: 



On behalf of the Board of Trustees 



Home-start South and West Devon Limited
A Chatitable Company Limited by Guardntee
No 05331020
Registered CharTty No. 1108077
Annual Report and Financial StaÉements
for the year erKled
31 March 2023

Home-start South and West Devon Llmlted
Annual Report and Financial Statements
Contents
Report of the Board of Trustees
Indep8ndent Examin8rs' RepcKi
Statement of Finanoal Ac¢t￿tieS
Balance sheet
Notes to the Financial Statements
4107

Horng.Start South and Wèst Davon Llmlted
Indopendent examlners roport on the unaudStod accounts
to HomtrStart South and West Devon Llmlted
I roFort on the of ch8rliyfor Ihe 31 2023 are set on pages 2
Respectlve re5ponslbllltles of truste98 and examlnèr
The lmst￿8 (who arg also Ihg directors (rf ts (xxnpwby for the of company law) are
r88ponslble for tho pffjp*ation the aLr￿nts. The tnJste85 ￿nSEd￿ that an aLKlIt IB not r8qulred for
thls year under 8￿tK)n 144(2} of th& CIHrltles M 2011 (the 2011 Aci) and that an Independent
examinatknn is noeded.
Having sallsfied m)BeW that 18 Mt required Lmdgr Ithy S￿] that th& rAimpany [8
eliglble for Independont examInatk￿. It ts my reSp￿t4￿ty (D:
examlne tho arAxJunts uTrJei sth 145 of th9 2011 Act
follow the pro(*dures lad d(wm In the DIrect￿n8 thg Chariiy
Comm1s81on under se(lion 1445Kb) ofthe 2011 Pth,. qTrJ
Btalethtsthw part￿j1￿ mauws come to my attantk)n.
Batrls of Indwndont examln¢ts w¢port
My ex8mlnalJon was c4rrbJ (￿t In Yllh dk8Ctlons by the Ch
comm188k￿. An ex8mlnalon indudgj a rgvivw ￿ the ro>xd8 kept Ly chwity ar¥J g
oompar180n of the ace￿ants wesantad ¥Ath rectxds. It also Indud68 c4)n8id6ralion of 8ny
unusu81 items or dlscttxJr88 In the 8LxxJurts. and stiekiw eWanatlon5 from 5rJu as trtJ8te85
¢on¢ernlng 8ny such matters. The procethre$ knk6n do not provhje dl the ￿dence th81 vKrtJld
b6 wulred In an al￿1¢ and conwu8ntly rMI oplnkin Is as io vAEther th8 a￿ount9 present a
ue arKI falr VI￿ repxils Ilmw to matters sel In thg st￿ement bek)w.
Indgponthnt oxarnlnots 8tatemwt
In ￿nn￿￿OrE myexamlnalKJn no matteT come to Myatten￿ri
1) whlch gfves me rea8onable oau88 to L*llwe flHt In ary m*kl r06F•cI the r8quiremwl¥ -
. to keep ac(xMtlng In wADn 386 ofthe Comparies Act 2(Th a
- to prepwe 8cwunts &(*xd wllh the r￿rdS and to ¥lih section 396 of the
Companles Act 21)J6 and ￿1th Ihe methc*Js *¥1 FAIKI￿e$ of the Accwnthng and Roporling by
Charflieg: Stolement of Re￿mMend￿ Prackn ap￿1¢th kn charities txeparlng thelr ￿lunt8 In
a¢￿rdar￿% wlth the ￿nanc]￿l Repo￿￿ Standwd In tho IJ< aTrJ R8wtrJlo of Ireknd (FRS
102) (effeclive 1 2019) have nol met LY
2110
i¢h, In my op1n1o￿ att￿tIon 8hLwld bB tn rxder tt) enatle a propw under8fanding of
lo
. f(¥ and on b8h8if of:
ntanls Llmited
Duke C4)Urt
Brklge Str￿1
KIn￿￿dg6
Davon
TQ7 1HX
Dated..

Homo-start South and West Devon Llmlted
statement of flnanclal acllvltles
for the year ended 31 March 2023
Total
2023
Total
2022
Note8
Funds
In￿rne from:
Incoming rasources from donors
Grft aid and covenants
Voluntary Income
Grants
Donatlons
184,714
184,714
5,024
112,600
8,625
5.024
Charitable aotivities
2,715
43,531
46,246
128,648
Investment Income
901
22
Total Incom8
8.640
228,245
236,885
249,895
Expandlturo on:
ChaTltable actlvlllos
Fund ralsing costs
Charitable activit
1.341
246.458
247,799
255,862
Totsl axpendliurg
1.341
246.458
247,799
255,862
Net Income
7.299
(18,2131
(10,9141
{5,967)
Transfers belween fvnds
(5,000)
Net movgmant In funds
2.299
(13,213)
(10,9141
{5,96n
ReconcllSatlon of funds
Total funds brought forward 1 April 2022
216,050
74.365
290,415
.382
Totsl funds ¢arrled forward 31 March 2023
218.349
61.152
279,501
2￿,415
Atl inGomg and ¢xpendituro has arisgn from contlnuing acllvltles.
The notes on pages 4 10 7 part of these Ilnan(ial Slatements

Hom•wStart South and West Devon Llmltgd
Balance Sheèt
as at 31 March 2023
comp￿ number
05331D20
Totttl
21123
2022
Currnttt assots
Sundry debtcys ar¥J prgpA)Tr0nts
Ca8h at bank and In hand
2.XlO
216.849
218.349
3,694
70,887
6,194
286,736
292,930
13,836
289,438
Currant Ilabllltlg5
G￿lItOrS. amounts falllng duo
wlthln ono y
1&429
12,55>
Not eurront aMpA8
218,349
61,152
279.501
Nat asset8
2TgJ01
290,415
F￿d8 of thB ¢harMy
Restri￿￿d fund8
Pgr note 8
61,112
74365
UnToththd fund$
Al￿mUla￿d fu￿1
218A49
218,050
Total Charlty Fund8
290,415
IJu8tees are sailsfied Ihat Ihe compary is enUU&J to exwnpthJn from ts wumient to obtaln
an audlt under S8cfh)n 477 of the Cr￿park8 Act 20￿.
Tho membws have ￿t C￿nPanY trj (4)tain an audll ini vAlh sectlon 478 of
the Acl
The tru8tees thovAedgo Ihelr re8ponsbli1185 ftx rA)mF4Yl￿ wth tho reqUIrem￿lS of the
Companles Ad 2008 wkh respect to accountlng re￿s.
The trJ81ee8 IWr respon8*JIll￿ for fina￿al stat￿8n￿ give a tnje
falr view of the 8talo of affalrs of the ￿Mparry aB at th6 and Of Èach Anar￿la1 year and of Its
PTofit or loss for ea¢h In8r￿L81 Y￿ kn acoxdw th9 requIrern￿￿ of Sgotk>ns 394 and 395
and bthteh otrwbyl88 Ixxnply wlth ts reQ￿r￿nents rf the compan￿ knt 2(th rel*ing to flnan¢lal
statements. so far as ap￿k*blo tothe (￿lp￿.
Dlane J(
Chalr
Tho not85 4 to 7 fffln part ￿tr)￿fin￿l01

HoM￿Start South and West Dèvon Llmitgd
Notes to the Financlal Statements
for the year endod 31 March 2023
1 ￿￿untIng pollcles
countlng Conventlon
The ¢harfty constitutes a publlc as defir￿1 by FRS 102. Thè finandal statements have bean
pr8p8red under the historical cost convenwon In atxortlance wth the Charities SORP IFRS 1021'AccounOng and
Rspo￿n9 by Charilw, . Statement of Re¢x)mmerKled Pwbce appI￿a￿S lo charities pr&wlng thèlr accounts In
accordance with th8 FIn8nd￿ Reptirting Standard applicaNg In Ihe UK and Reput4ic of Irelgnd IFRS 1021
{effective 1 January 2019} FInan￿￿ Rew)rtiThJ Standard 102 The Fl)ancial Reporbng Standard applcable in the
UK and Republic of Ir81and' th& cha￿￿&S Act 2011 arKI the Companbs A(a 2006 except so far as all capital
8￿8ndIt￿re is vrritten off in the acwInts in the y8arof wrchaEe.
Income
All In¢omlro resources are included in the SOFA when thg ch8rity is bJalty enUll8d to tho Income.
DO￿ated servK8s and facllttles arè Indvtled at the value to thaiity whO￿thiS quantified. The value of
services provided by vo1￿18@rS has not been Induded in these ￿))unts.
ExpandMur•
All resources expended is accounted for on an aLx¥ual basls and ar8 Indud8d on Ihe SOFA Exp8ndrture
indudes any VAT vthlch ¢anr￿t be fulty recovered. and Is re￿￿ted as part of lh8 &xpèndlture to whth It relalos.
Volunteer help
Th8 value of arry voluntary help recei¥8d is r#)t Ind￿ In the ac(xNJnts bui Is dgscthd In th6 trustees. annual
report.
TaKatlon
Th8 charity is exempt frorn corpoTakn lax on Its (4)aritable at*vities.
Funds
Unreslrl¢ted - thg Charity$ goneral fund Is to be used for th8 purFQSe5 of the charity and Is not Subpd to any
restriction as to Its use.
tlesvJnatsd - represents set asid8 fmm the unrestrlthd funds for specmc purfXJSeS, 81though such funds
can be used for any purpM)se of the Charity. No fijnts have I￿n ancrated to this fund.
Restrfctèd funds - these funds are only lo be uwj for the op8r811ng ts)sts of the charfty as sgt ¢xrt in the various
grant applications. The funds are Sho￿ in note 8
P•nslon Costs
The charllable company operate5 a deffnd o)ntrftr￿tlon sd)èma. Contnbubons payable to tha charitable
CoMpan￿S pension scheme are ¢harged to the Statement of FinaTh*l Advilies in the period lo which they relate.
2 Inv6stsnont income
2023
2022
Deposlt account Interest
901
22

Home-start Soulh and West Devon Llmlted
Notes to tho Financial Statements
for tha year onded 31 March 2023
3 Charltablo EXP￿dIture
Unrestrlct•d R•slrTrcted
Funds
Fund$
2023
2D22
Famlly vlsitiTr3
Family supFx>rt group
Salaries
Employers NIC
Employmenl allowance
Employer pension costs
Contract labour
Tralnlng
Trav81 costs and expews
Offic& 8xpens8s
Rent
Insurance
Printing, 81atlLThry and advertising
Mlscellaneous
Offlce and Compuler wwIp￿￿t
Computer and soflware support
Website devebpmenl
Bank charg85
2,223
2,223
1,101
193.676
17.460
15.C¥JOI
4.266
187
2,131
9,284
551
1.046
2￿.927
17,032
14,000)
4.324
1.101
193.676
17.460
15,000)
4.266
187
476
2,008
458
77
436
1,063
855
1.160
1.338
4221
714
2.203
1.601
5.956
2,629
{3081
4.321
714
1,341
2342￿1
235,591
242,799
Costs of chatltable activlllos 2022 was £242.799 of £1.124 w88 attribjted lo unrestficted fur￿8 and
£241,675 was attrfbuled lo restrfcted furvjs.
4 G¢)vernance costs
2023
2022
Funds
Fund$
4,5tKI
1,530
178
Affillaljon fe¥8
Independent oxamlnerfs faos
Trijslees, travel
Trijslees, tralrung
Evaluation of Big Lottery Project
6,Q93
1,290
178
12,208
12,208
13,063
GovamatwA costs for 2022 was £13,IA3 of all wps athll)uted to r681rKted fuNIs.
5 tlebtors
2023
2022
Debtors
Prwymenls
othw debtor8
2.5LM]
1.694
2.0
6.194
10,500
1,336
2,000
13,836
fj Cash at bank and In hand
2023
2022
COIF charfU8s depo8M a(tounl
CAF bank
28,766
257.970
286.738
28.275
260,863
289,138

Home-start South and West Devon Llmited
Notes to the Flnanclal Statements
fortho year ended 31 March 2023
7 Credltor8: amounts falllng duo wlthln ona y
2023
2022
Trade credllcfs
Radundancy proviFA
Oth8r taxes and social security costs
Ot￿r¢redItOrS and
2224
8.749
1.416
1.040
13.429
2,770
8,749
12,559
8 Movement ¢ffvnd8
Transfar
botwoon Balancè
funds
31 March 2023
Balance
Incomlny Resources
1 Ap￿ 2022 resources oxpermlpd
Unrestrlcted
216,09)
1.341
218,349
Restrl¢t¥d
R&stdeted Funfls
Lottery Ext@nskJn A
Henry Smith
EDP
12214
(22,742)
32,373
{11,027)
21.845
11.027
55,120
2.000
6.218
(69,629)
15,491
DWP
Newmain luttery
RNRMC RPC FurKI
43.531
120,0(X)
(33.403)
(120.000)
{684)
{16,346)
21,816
74.365
228245
(246.458
5,(N]O
61,152
Total fvnd8
2￿.415
236,885
247.7991
279.￿1
All funds noted above, aside from th& lJnrnsMcW funds, have limltations as to how Iha fund8 can be appligd
and are tystricted fijnds. These restrided fijnds adse I)eCau￿ the donors have Ilmlted thelr use to specK
prolp(as, within the stated objects of tre Charity.
The unrgstrlcted fur¥ts may be appr￿1 by the Trustaes in any mannerkniihin Ihe stated obFcts ofth8 Charfty.
Movpmerrt offunds- comparatlvo y•ar
Balance Inc¢mlng Re￿wr¢0$
0110412021 resour￿ expended
116.591
{1,124}
Tr8nsf¥r
bgtwggn Balance
nds 3110312022
75.118
216,050
169))
Unreslrfcted
Postc￿¢ Trust
Lottery Exienslon A
Henry Sm]th
Loneliness pmject
EDP
Twln DWP
New m8ln lottery
21.715
55.120
10,0
110,688)
11,027
55,120
110,OCrf))
12,839>
(71,589}
2,000
6,218
87,427
126.430
{136,050)
(98,0￿)
296.382
249,895
2&fj,862
2W.415

HoMe￿lart South and West Devon Llmlted
Notes to thg Flnancial Statements
forth8 yaar ended 31 March 2023
9 Controlllng paty and company 8tatu*
The Charlty Is a wmpany limtted by guarantee and Is by the Truslees namgd on the Trustèes Report.
In tITe event of the Challty being wound up. the li?t4lity In res￿ of the guarantee is limttod to £1 wr member of
the charfty.
10 Related Party Transactlons
There were no related party transaotbns for the year ended 31st March 2023.
11 Blg Lottwy Fund Grant. restrtclad fu￿tS
Induded %￿h1n In(x)mlrYJ ReS(wr￿ are the 8rrKwnt8 ￿e1V&￿ from Blg Lottery Fund. Thls income
represents resldcted fundg.
2023
2022
Big Lottery Fund grant
120,CQO
98,000
Anw)unts Included in incoming Tesources
120,(XK)
98,t)00
12 Tn￿ts6 r•munoratlon and oxpensas
No Trustee received any rernunernlon during the year. Inuthnla 8x[￿Se8 were paid to trustees In the year,
thesa amount to less than £1,000.
13 Staff costs
2023
2022
S81arfÈs
Employer's NIC
P8nslDn e0ntrfbullc￿8
193,676
12,460
4,266
210.402
200,927
13,032
4,324
218,283
Average numb8r of staff
No employe88 earned over £60.OCQ per annum.
General Rostrfcted
funds
nds
14 A))alysls of not assots between funds
Total funds
Current assets
Current Ilabililies
218249
74,581
{13,429)
292,930
(13,4291
Net assets
218,349
61,152
279,501