Annual Report and Financial Statement 

1* April 2024 to 31* March 2025 S K 3 Our Mission: To be there for parents when they need us _ South & Our Vision: Supporting parents to create stronger families ’ D 

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Report of the Board of Trustees<br>|<br>The Board presents its report and = a<br>financial statements for Home-Start ae | “ y sian SE<br>South and West Devon for the year ates ai % = -<br>ending 31* March 2025. The Trustees a |. y _. Pal ae<br>have adopted the provisions of the Me My - wee ¥ loa =<br>Statement of Recommended Practice fF o> SOLS ae y<br>applicable to charities preparing (jes Bs &S<br>their accounts in accordance with the SS 2 -<br>Financial Reporting Standard a) .<br>**----- End of picture text -----**<br>


applicable in the UK and Republic of Ireland (FRS102) (effective January 2019). The company being incorporated on 12™ January 2005 and having extended its extended its accounting reference date to 31* 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 1108077 

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 

Mary Tayler — Vice Chair 

David Monk — Safeguarding Advisor 

Barbara Watson (appointed 2nd Dec 2024) . . GAZ Lorraine Fletcher-Obonyo yo (app(appointed 2nd Dec 2024 ) eg 

Bella Westlake - GDPR lead (resigned 16th Dec 2024) 

Sue Stiles - (resigned 26th September 2024) 

Helen Wilkinson - (resigned 26th September 2024) 

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 



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re)<br>©e<br>e Its Bankers and Accountants are:<br>oe?<br>CAF Bank Limited and CCLA - Bankers<br>6<br>e<br>ee, ® Morgan Accountants Ltd - Accountants and<br>prepare Audit Exemption Report<br>**----- End of picture text -----**<br>


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. 



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Management and Staffing<br>**----- End of picture text -----**<br>


- The charity operates with a part-time CEO, full-time Scheme Manager, one full-time and two part-time Coordinators, a full-time Office Manager and a part-time administrator. The remaining work is undertaken by forty nine volunteers who provide support to families for up to two hours per week and by the Trustees 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: e Selected suitable accounting policies and applied them consistently e Made judgments and estimates that are reasonable and prudent e Followed applicable accounting standards and_ statements’ of recommended practice without material departure or, otherwise stated the reason for such departure 

- e 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 also via digital means (text, audio and video) or a hybrid mixture of both. We also deliver targeted group work to support families including reducing parental conflict programmes, peri-natal support, and support for Triservice families. 



## **Quote** 

**“I just want to send a massive thank you to HomeStart team. They are amazing. The fact the volunteers give up their time for free to help people like me is so great and life changing.”** 



## **Our Reach Where We Deliver** 

**270** 

## **Received referrals** 

_*referral were closed for 3 months due to lack of volunteer capacity_ 

**223** 

**Families / individuals supported** 

## **AREAS REACHED** 

**Wider Devon West Devon 12.7% 7%** 

**45%** 

**Torbay 20.1%** 

## **DELIVERY METHOD** 

% of our delivery has been digital (only **) in** the fourth year of this project. 

**Plymouth 49.6%** 



## **Survey Results Headline Stats** 

**Taken from beneficiary and volunteer survey results.** 

**100%** 

of beneficiaries said they felt listened to. 



# **Achievements and Programmes Impact in Numbers 2024 -25** 

**Volunteer Hours Support 12,000** 

**Support packages delivered 223 92% of participants made progress** (using our 0-5 assessment tool) 



The Charity was successful in obtaining a
grant from Blg Lottery Community Fund.The
grant provides partial funding from
March 2021 for 5 years. This year was
year 4 and
match funding has
been secured until March 2026. We are
actively pursing funding from April 2026
but will be using some of our reser4es in
this year.
We have continued to dlversifying our funding to create long-term
sustainability. Our CIC continues to make a modest contribution to funding.
We have been able to accumulate significant reserves which wlll protect
the delivery for the next year.
Reserves Policy
The Charity aims for a reserve fund equivalent to a minimum of 6
months running costs.
On behalf of the Board of Trustees by the Chair
Signed; .
t)iéW£ fvJ£S
Date:

Home-start South and West Devon Limited
A Charitable Company Limited by Guarantee
No 05331020
Registered Charity No. 1108077
Annual Report and Financial Statements
for the year ended
31 March 2025

Home-start South and West Devon Llmlted
Annual Rèport and Financial Statements
Contents
Page
Report of Ihe Board of Truste88
Independent Examiners, Report
Statement of Financial Aclivit16S
Balanc& sh86t
Notes to the Financial Statements
4t08

Homorystart 8outh and W•Bt Devon Llmll•d
Independont •xamln8rs rnport on tho unaudltod account•
to th• Hom•.Start South and W•8t D•von Llmltod
I report on the account6 of the Charlty for Ihe ￿ar arKled 31 March 2025 whlch are 88t out on pages 2
to8.
RoSP•Ctlv• rn8pon•lbllltlo• of tru8to•• and •xamln•r
The INstee8 (who Bre a180 the dlrector8 of the company for the purp03e8 of company law) ar8
r88ponslbla for the preparatlon of the accounts. Th8 truste88 con81der that an audll18 not required f(Y
thls year under secllon 144(2) of the Charllles Act 2011 (th9 2011 Act) and that an Independent
examlnatlon18 needed.
Havlng satlsfled myEelf that an audlt18 not requlred under company law and that tho compary 18
ellglbl8 for Independent examlnallon, It Is my r8sp)n81blllty to:
ex8mlne the accounts under 8ectlon 145 of the 2011 Act,.
follow Ihe procedures lald down In general Dlrectlon8 glven by the Charfty
Comml881on under sectlon 145(5)(b) of Ihe 2011 Act; and
Stat? whether partlcular matter8 have come to my attentjon.
Ba818 of Independent oxamln•rf8 roport
My examlnatlon was carrfed out In 8ccordan¢8 wlth General dlr•don8 gfven by the Charity
Commls81on. An examlnatlon includ93 a revlew of the accounung record6 kept by Ihe charlty and
comparlson of the accounts pre88nled vllh th088 record3, It 8180 Indude8 consklerauon of any
unu8ual Item8 or dlsdosures In th8 accounts, and 88eklng explanatlon8 from ￿ a8 trustees
concemlng any Buch matters. The procedures undertaken do not provlde 811 the evklence that *Duld
be requlred In an audll, arKI consequentty rK) oplnlon 18 glven a3 to vh)8th8r th8 accounts preaenl
'tru8 and falr vlavf and the r8port Is Ilmlled to th08e matters set out In th6 8tat8ment below.
Indopondant examlnorfs 8tat•m•nt
In connectlon wlth my examln8llon no matter ha8 come to my attention:
1) whlch glves me reasonable cau88 to belleve Ihat In any rnaterlal re8pecl tho requlr•monts .
- to keep accountlng re￿3 a¢cordanGe wlth sectlon 386 of the Companles Act 2006 and
- to prepare acccmjnts whlch accord wlth the aCc￿jnt1ng records and to comply wlth Sectlon 398 of Ihe
Companles Act 2008 and ￿1th tho methods and prfnclples of the AccountlTha 8fKI Reportlng by
Charllles: Staternenl of Recommerrfled Practlce appllcablo to charftl88 preparing their accounts In
acC￿danCe wlth the Fln8n¢ial R8POrtlng Standard appllc8ble In Ihe UK and Republlc of Ir•land (FRS
102) {eff6ctlve 1 January 2019) have not been met,. or
2) to wfil
accounts
In my oplnlon, attentlon 8hould be drawn In order to enabl8 a proper understandlng of t
DJCO
on b8haN of:
Morgan
ntants Llmlted
Duke Court
Brklge Streel
Klngsbrldge
Devon
TQ71HX
Dated.

Home-start South and West Devon Limlted
Statement of flnanclal actlvltles
for the year ended 31 March 2025
Unrestrlcted
Funds
Total
2025
Total
2024
Notes
Reslricted
Income from:
Incomlng resoU￿¢S from donors
Gift aid and covenants
Voluntary income
Grants
Donations
191,636
191,636
6,137
181,004
12,485
6,137
Charitable aclivities
2,611
2,611
5,077
Investment income
1,941
1,941
1,944
Total income
10,689
191,636
202,325
200,510
Expenditure on:
Charitable activlties
Fund raising costs
Charitable actlvltles
88,620
170,183
258,803
250,365
Total expènditure
88,620
170,183
258,803
250,36S
Net incom8
(77,931)
21,453
(56,478) (49,855)
Transfets be•￿een funds
(1,357>
1.357
Net movement in funds
(79,288)
22,810
{56,478) {49,855)
Reconclllatlon of funds
Total funds brought forward 1 April 2024
228,544
1,102
229,646
279,501
Total fvnds carried forward 31 March 2025
149,256
23.912
173,168
229,646
All Income and expendlturo has arl8en from continulng actlvltles.
The notes on pages 4 to 8 form part of these financial ststements

HomO•Start South and West Dovon Llmltsd
Balance Sheet
a8 at 31 March 2025
Company number
05331020
Unrn•trlct•d R••trlctod
Fund•
Fund•
Not••
2025
2024
Current a88ats
Sundry debtorn and prepayrynents
C88h at bank and In harxl
9,192
151,815
161,007
2,849
31,051
33,gOO
12,041
2,917
182,886 248,264
194,907
261,181
Currnnt Ilabllltlo8
Credltoro: amounts falllng due
wlthln one y￿r
6,089
6,089
21,635
Not current assots
181,007
27,811
188,818 229,64fj
Not a880ts
181,Crf)7
27 811 ￿818 229,646
Fund8 of Iho chadty
Re8trf¢ted fund•
27,811
1,102
Unrnstrlctod fund8
Deslgnated fvnds
Alxumulated fvrKI
33,000
128,007 228,044
Total Charfty Funds
188 818 229,646
The trustees are $811sfled that the company Is entitled to exemptlon frNn the fequlrement lo obtaln
an audlt urKler Sectlon 477 of Companle8 Act 2008,
T￿ members have requlreAJ the company to obtaln an audlt In ac¢ordanc8 wlth s8cOon 476 of
the Act
The tru8t*B a(￿t￿ledge thdr responslblllues for CoMpl￿r0 vAth the rtyulrwnents d the
Companies Act 2008 vAth r88pect to aCc￿ntIng record8.
The trustees ackn¢MI8dge thelr r98pon8lbllltle8 far preparlng flnandal stalements whlch glve a true
and falr VI￿ of the stat8 of affalrs of th8 company as at the end of each flnandal year arKI of ts
profit or loss for each flnanclal y6ar In actordance wtth the requlrements of Secllons 394 and 395
and whlch otheTrvts8 c#)mply th8 r￿uIrements of the Compan188 Act 2fY)6 relaljng to lln8nclal
8tstem8nts, 80 far as aP￿kable to the company.
Dlane Jon68
Chalr
The notes on pages 4 to 8 fom part of th8se flnanclBI 8tat8m8nts

Homo-start South and West D8von Limited
Noles to the Financial Statements
for the year ended 31 March 2025
1 Accounting pollcies
Accounting convention
The charity constilules a public benefit entity as dgflned by FRS 102. The flnanclal statements have be@n
prepared under the historical cost convention in accordanca wlth the Charitles SORP (FRS 102)'Accounting and
Reporting by Charllles, Slatsmenl of Recornmend8d Praollca applicable to charttlgs preparlng thelr accounts in
accordance with the Financial Repcrting Standard applicabl@ In the UK and Republlc of Ireland (FRS 102)
{effectlv& 1 January 2019) Flnanclal Reportlng Standard 102 'The Flnanclal Reporting Stsndard applcable In thg
UK and Republic of Ireland, the Charltles Act 2011 and the Companiés Act 2006 exc&pt so far as all capltal
èxpandlture Is wrltten off In the accounts in the year of purchase.
Income
AEI Incomlng r&sour¢es are Included in the SOFA when the charity is16gally 8ntitlad to the Incom8.
DonaÉ8d services and facilitl8s ar& Included at the value to the charlty where this can b& quanllfled. The value of
services provided byvolunt88rs has not been Included in these accounts.
Expendlture
All resources expended is accounted for on an accrual basis and ar8 Included on the SOFA. Expendilura
Includes any VAT whlch cannot be fully recovered, and is reported as part of the expendlture to which Yc relates.
Volunteer help
The value of any voluntsry help received is not included In the accounts but Is descrlbed In the tru5tees' annual
report.
Taxatlon
Tha charity Is exempt from corporation tax on Its charitable activities.
Funds
Unrestiicted - the Charitys general fund is to be Used for the purposes of the charlty and Is not subj8ci to any
restriction as to its Use.
Designated - r8pr8S8nts monigs $8t aside from th& unrestrlcted thnds for speclfic purposes, although such funds
can b6 us8d for any purpos8 of Ihe Charity. No funds have been allocated to thls fund.
Restricted funds - these funds ar8 only to be used for the operatlng costs of the charity as set out in Ihe varlous
grant applications. The funds ar8 shown In note 9
Penslon costs
The charitable company operates a definad contribution scheme. Contributlons payable to the tharit&bl6
companys pension scheme ar& tharged to the Ststement of Flnanclal Activities in the perfod to which they relat8.
2 Grants and donalions
Unrestrlcted R6Strlcted
Funds
Funds
2025
2024
Donatlons
6.137
6,137
12,485
Grants
Big lottery Fund Grant
99,636
92,000
99,636
92,000
71,004
110,000
6,137
191,636
197,773
193.489

Home.Start South and West Devon Llmlted
Notes to the Flnanclal Stat8menls
for tho y8ar ended 31 MarGh 2025
3 Inv￿lMent Income
2025
2024
Deposit account Int8resl
1.941
1,944
4 Charltable Expenditure
Unrastrlctod Restrlcted
Funds
Fund5
2025
2024
Famlly vlsltlng
Family support group
Salari8S
Redundancy paymgnt
Termination paymant
Incr8889 in redundancy provlslon
Employers NIC
Employment allowance
Employer p6nsion costs
Recruitment staff and volunteers
Contract labour
Tralnlng
Travel costs and expenses
Offlce expenses
Rent
Insurance
Prlntlng, statlonery and advertlslng
Miscellaneous
Office and Computer equipment
Computer and So￿are support
Website development
ank charges
307
2,421
2,728
3,287
3,500
188,290
47,536
19,250
7,500
13e,173
183,709
19,250
7,500
9,251
16,973
(5,0001
4,375
16,661
(5.000)
3,763
16,661
(5,000)
3,763
200
200
1,617
847
84
682
5,480
475
2,299
6,327
559
3.070
8,144
60
1,112
1,325
823
337
4,578
324
939
228
1,798
796
469
3,717
468
1,167
2.488
935
919
3,953
450
236
60
7g,855
168,131
247,986
241,001
Costs of charitab16 activ1￿e$ for 2024 was £241,001 of whlch £9.311 was attrlbuted to unr8strlcted funds and
£231,690 was attributed to reslrlcted funds.
5 Governance c08ts
Unre$triclgd Restrlcled
Funds
Funds
3,185
424
1.38D
2025
2024
Afflliallon fees
Independent examlner's fees
Trustees, travel
Trustees, Iralning
Legal and professlonal fees
Evaluation of Blg Lottery Project
3,609
1,380
108
4,266
1,530
268
108
2.000
2.200
420
1,100
2,420
3,300
3,300
8.765
2.052
10,817
9,364
Governance Gosts for 2024 was £9.364 of which all was attributed to restricted funds.

Home-start South and West Devon Limited
Notes to the Flnanclal Statements
for the year ended 31 March 2025
6 Debtors
2025
2024
Debtors
Pr8payments
Olher debtors
9.192
849
2,000
12,041
917
2,000
2,917
7 Cash at bank and In hand
2025
2024
COIF charities deposlt account
CAF bank
31,659
151,207
182,866
30,164
218.100
248,264
8 Credltors: amounts falllng due wlthin one year
2025
2024
Trad8 creditor8
Redundancy provision
oth8r cr8ditors and 8ccruals
2.308
18.000
1,431
21,739
2,184
18,000
1,351
21,535
9 Pjtovament of funds
Transfgr
b8Éw8èn Balance
fund5
31 March 2025
Balance
Incomlng Resources
1 Aprll 2024 resources expended
Unrestricted
228,544
10,689
88,620
<1,357
149,256
Restricted
Restricted Funds
Children In Need
The Big Lottery Fund
RNRMC RPC Fund
Awards for all- lottery
1,102
54,838
15,000
92,000
10.250
19,S50
191.636
157,2951
{7.078)
192.000}
(10,250)
3,560)
170.183
1,357
7,922
15,990
23.912
1,102
1,357
Total funds
229,646
202,325
258,803
173,168
All fvnds notsd above. aside from the 'unrestrictad' funds, have Ilmltations a5 to how the funds can be applied
and are restrlcted funds. These restricted funds arlse b8caus8 the donors have Ilmited their us8 to specific
projects, wlthin the stated objects of the Charity.
Th@ unrestrlcted funds may be appli6d by the Trustaes in any manner ￿thin the slated objecls of the Charlty.

Home-start South and West Devon Llmlted
Notes to the Flnancial Stat8ments
for th8 year ended 31 March 2025
Movernent of funds . comparative year
Balance
Incomlng Resources
0110412023 r8sourca$ expended
218,349
19,506
(9,311)
21,845
15,404
(38,147)
Transfer
b8twe6n Balancè
funds 3110312024
228,544
1,102
Unrestrfcted
Restricted
Lottery Extenslon A
Henry Smith
EDP
Twln DWP
rhe Big Lottery Fund
RNRMC RPC Fund
2,000
15,491
2,000
30,000
<45,4911
{2,000}
110,000
25,600
{110,0001
(47,416)
21,816
279,501
200,510
250,365)
229,646
10 Controlling party and company status
The Charity is a company limit8d by guarantee and is controlled by the Trustees named on th8 Trust8gs Report.
In the event of the Charity being wound up, thg liability in raspect of the guarantee is limited to £1 per m8mber of
the charlty.
11 Related Party Transactlons
Therg were no r81atgd paty Iransactlons for the year ended 31st March 2025.
12 Blg Lottery Fund Grant- restrict&d fund8
Included within Incoming Resources ar8 the following amounts received from Big Lottery Fund. This Income
represents restricted funds.
2025
2024
Big Lottsry Fund grant
92,000
110,000
Amounts Included in incoming r&8ourc88
92,000
110,000
13 Truslee remuneration and expenses
No Trustee received any r8muneration durlng the year. Incldental expenses were paid to trustaes In th8 year,
these amount to less than £1,000.

Hom8-Start South and We8t Devon Limited
Notes to the Financial Statements
for the year ended 31 March 2025
14 staff costs
2025
2024
Salarles
Redundancy and termlnatlon costs
Increase in redundancy provlslon
Employe¢s NIC
Panslon contrlbutlons
183,709
26,750
188,290
9,251
11,973
4,375
213,e89
11,661
3,763
225,883
Avaraga number of staff
No employaas eamed over £80,000 per annum.
Gen8ral
fundg
Restricted
funds
15 Analysis of net assets between funds
Total funds
Current assets
Current Ilabilities
167,256
<18,000)
27.851
(3.739)
194.907
{21.739)
Net assets
149,256
23.912
173.168