**Adroddiad CCB – 2023 - 2024 AGM Report – 2023 – 2024 Dydd Mawrth 3 Medi 2024 Tuesday 3 September 2024** **Llawr Cyntaf /1[st] Floor 37 Stryd Fawr /High Street Llanbedr Pont Steffan/Lampeter – SA48 7AW Tel/Ff** **`ô` n: (01570) 218546** Email/Ebost:homestartaberaeron@gmail.com _________________________________________________________________________________ 1 |**Contents**|| |---|---| |Trustee and Staff Members|3| |A message from the Chair of Trustees|4| |Scheme Manager’s Report|5-6| |Treasurers Report|6| |Financial Statement|7| |Scheme Support Figures 2023-2024|8| |Service Provision|9| |Supported Families Comments|10| |Thanks to all Funders and Donors|11-12| _________________________________________________________________________________ 2 ## Aelodau Ymddiriedolwyr / Trustees Members ## Trustees Jane Thomas Cadeirydd/Chair Jan Young Trysorydd/Treasurer Mary Davies Ymddiriedolwr/ Trustee Miriam Menhennett Ymddiriedolwr/ Trustee Annwen Bell GDPR Ymddiriedolwr/Trustee Felicity Smart Safeguarding Ymddiriedolwr/Trustee ## Aelodau Staff/ Staff Members Sharon Morris Rheolwr y Cynllun/Scheme Manager Angela Morgan Trefnydd y Cynllun/Scheme Organiser Cally Mason-George Gweinyddwr y Cynllun/Scheme Administrator Avril Gartland Swyddog Gwirfoddolwyr/Volunteer Officer Gweithiwr Cymorth Rhieni Ifanc/Young Parent Support Worker Lena Brown Gweithiwr Grwp a Dechrau Da/Group and School Ready Worker Val Morris Gweithiwr Grwp / Group Worker Ellen O’Donnell Gweithiwr Teuluoedd a Gweithiwr Grwp / Family Support Worker and Group Worker _________________________________________________________________________________ 3 ## **- 2023 2024** ## **Neges wrth Cadeirydd yr Ymddiriedolwyr A message from the Chair of Trustees** I am enjoying my time as Chair and family volunteer to Home-Start. We are now into our third year of our 5 year Lottery Grant and all our other funders, and it is again a testament to the commitment and hard work that the charity is still a strength in the community it serves, although this year we are finding that there are less grants available to apply for as we don’t fit the criteria, thus said we are still looking and applying for grants to keep the scheme afloat. Our dedicated team of volunteers and support workers have devoted time and commitment to visit families at home for 2-3 hours each week, for as long as it takes for them to overcome their difficulties. Home-Start Ceredigion continues to thrive despite the current challenging circumstances for all voluntary organisations. Thanks to our generous funders and our excellent staff and volunteers, who unstintingly support families across the County, we are able to offer real friendship and practical help to parents and children who find themselves in difficulties. I would like to take this opportunity to thank all our staff and volunteers without whom Home-Start Ceredigion would not function so efficiently. No challenge seems to be too great for them. Their dedication and enthusiasm makes us what we are. Home-Start Ceredigion are proud to be a part of a strong partnership across agencies who are all focused on providing a package of support individually tailored to the needs of each family referred. **Jane Thomas Chairperson** _________________________________________________________________________________ 4 ## - Scheme Manager Report 2023 24 Over the years there have been many changes in how the service is structured, funded, monitored, and evaluated, however, the one constant throughout remains the core business of providing one to one volunteer support to families, in their own homes – this unique service has stood the test of time and proved a lasting endurance as relevant today as it was in 1992 when the scheme started. My journey started with Home-Start in 1995 as a volunteer and I have enjoyed my journey and the opportunities it has given, and I am proud that I have been a manager since 2002. Our scheme has faced many ups and downs, and it is a constant struggle to meet funders criteria to be able to apply and the year ahead is going to be challenge but I believe in what we do and who we do it for and am grateful for a very supportive management and team. As always a huge thank you to all our funders, big and small. We are lucky to be supported by a variety of grant-giving organisations as well as individual donors. As with all small charities a sustainable income stream is vital to allow us to continue providing our much-needed services. Like many others, one of our biggest challenges in the current climate is securing the income we need to continue our vital work as we are a selffunding scheme. Our success in securing grants has enabled us to develop a strong staff team approach and consolidated our previous experience, skills and professional practice in working with families and young children to deliver a high-quality service and build on our reputation. ## **Scheme Support** 342 families supported 1,163 individuals supported comprised of… 625 children and 538 parents/carers 3,495 hours of support provided by the project, of which… 762 hours were provided by volunteers 16 locations provided group support 306 families attended group support sessions 61 families received home-visiting support 28 families received School Ready support 42 families received Fast Response support 32 volunteers provided support to families _________________________________________________________________________________ 5 Families and volunteers remain at the heart of everything we do, and we are continually recruiting volunteers to increase the numbers of families supported. Our volunteers including trustees and staff, give time, commitment, skills and experience to help support families with young children. We are extremely proud of the work we do and celebrate our success in bringing together parents who support parents in their own homes with young children. Home-Start Ceredigion has been a firm deeply rooted fixture throughout this community with local people supporting local families. _‘If you change the way you look at things, the things you look at change’_ ## _Sharon_ ## Treasurer’s report 2023-24 Year 3 of my role as Treasurer of Home-Start Ceredigion. I will continue with the challenge of treasurer with Sharon’s guidance and support to make sure the books are balanced every month. At a time of financial uncertainty Home-Start Ceredigion has been very fortunate to have survived another year from various grants and we thank our funders for their support. As a management team we are grateful to Sharon for her work in securing ongoing funding, and the Team for working so hard sometimes under difficult pressures. Feedback from our families keeps us motivated and proves that we are needed in the community, and this is why we keep going. Funds enable Home-Start to continue to support families throughout the county and it is always humbling to get feedback from them. Our Accounts prepared by Dale from LHP have been completed and will be passed at the AGM and sent to Companies House and Charity Commission to be signed off. I will end by saying I am looking forward to year 4 as my role as Treasurer ## **Jan Young** _________________________________________________________________________________ 6 ## Detailed statement of financial Activities. _For The Year Ending 31st March 2024_ _________________________________________________________________________________ 7 ## **- SCHEME SUPPORT FIGURES FOR 2023 2024** **342 families supported** **1,163 individuals supported comprised of…** 625 children and 538 parents/carers **3,495 hours of support provided by the project, of which…** 762 hours were provided by volunteers 16 locations provided group support 306 families attended group support sessions 61 families received home-visiting support 28 families received School Ready support 42 families received Fast Response support 32 volunteers provided support to families **----- Start of picture text -----**
_________________________________________________________________________________ 8
**----- End of picture text -----**
_**Service Provision**_ Home-Start Ceredigion provides a suite of support services to families with young children in Ceredigion, as follows: • Group support – with groups initially supported by a Group Support Worker, aided by volunteers, but encouraged and supported over time to become independent peer support groups. • School Ready support – a staff-led programme that helps pre-school children to develop their language, numeracy, hygiene and social skills in preparation for starting school. • Home-visiting – a service that matches families with home-visiting befriending volunteers. Home-visiting remains an essential element of the scheme’s suite of support services. This is particularly the case for families who do not feel sufficiently confident to attend groups, are too rurally isolated to regularly attend a group, or who simply feel that group support is not appropriate for their situation. In several instances, families that initially accessed Home-Start through attending groups have subsequently accepted additional home-visiting support. • Fast Response – a staff-led support service that provides immediate support to families in urgent need. • Other scheme services – including telephone and online support, and provision of food and hygiene parcels to families in need. ; | Ceredigion _________________________________________________________________________________ 9 ## _Families supported by our Volunteers have achieved_ : - _Attending pre-school group_ - _Getting out of the house_ - _Encouraged me to return to my teaching role_ - _Able to talk about my issues and not bottle things up_ - _Positive parenting_ - _Selling items on social media while decluttering_ - _Help with food parcels_ - _Feeling less lonely_ - _Ideas on activities and outings to do with my child_ - _Confidence to get a job_ - _Tackling behaviour_ - _Someone to listen to_ - _Help to work out finances_ - _Confidence to chat to help reduce my anxiety_ - _To help me talk about things that are stressing me out_ ## _Family quotes:_ - **“** _My son and I are very grateful for the service provided, his eating is really coming along now and his confidence to interact with others is improving_ **”** - **“** Home-Start go above and beyond for families; we are very lucky to have them in our lives” _“The difference having a volunteer has made to our family is huge, the days don’t seem so dark now, she is like a ray of sunshine every week_ **”** _“The Slow Cooker food project has been incredibly helpful, not only for providing the food but also giving recipe inspiration and introducing my son to new food”_ _________________________________________________________________________________ 10 ## **Hoffen rhoi ddiolch i pawb sydd wedi cyfrannu i ni dros y flwyddyn diwethaf: We would like to thank everybody for the Grants and kind donations over the past year.** Big Lottery Fund Henry Smith Charity Lloyds TSB Families First Community Foundation Wales National Grid Moondance J & H Rausing CCC Food Poverty Home-Start UK-Mum’s Group Sainsburys Lampeter Premier Lampeter BT Open Reach Dunbia Llanybydder 52 Lives Lampeter Food Bank Community Food project Lampeter EJ Metals Recycling Lampeter _________________________________________________________________________________ 11 Premier Lampeter Er Dy Les Di Aimi & Gazz Edwards Black Lion Royal Hotel, Lampeter Aberystwyth University Neuadd Jiwbili Llangeitho jubilee Hall Aberystwyth Salvation Army Tesco Superstore Aberystwyth Tesco Stores Cardigan Banc Bwyd Newcastle Emlyn _________________________________________________________________________________ 12 Company regislration number: 05441452 Chai'ity regislration numbcr- 1110771 Home-start Ceredigion (A company limited by guarantee) Annual Report and Financial Statements for Ihc Year Ended 31 March 2024 LHP (Aberaeron) l Noi'th Road Abei'aeion Ceredigion SA46 OJD Home-start Ceredigion Contents Reference and Administsxtive Details Tlwbtees, Rcport 2to3 Independent ExamineV.s Report Stateinent of Financial Activities 5t06 Balance Sheet Noles lo the Financial Stalenients 8t0 15 Home-start Ceredigio RefeiTnce and Administrative Details Chalrman Janc Thomas Secretary Sharon MO￿15 Charity Registyation Number 1110771 Company Registration Number 05441452 The charity is incorpornted in England and Wales. I sl Floor 37 High Slreet Lampctei. CeiEdigion SA48 7AW Registered Offiee Independent Examiiier LHP (AberaciDn) l Noi'ih Road Aberaeron Ceredigion SA46 OJD Aecountants LHP (Aberacron) Chai.￿￿d Certified Accountanls l North Road Abcraeron Cei'edigion SA46 OJD Page Home-start Ceredigion Trustees, Report The Imstecs, ivho al-e directors for Ihe purposes of company law, prcsent the annual irport togcther with Ihe financial statements of the charitable company for Ihc year ended 31 March 2024. Objectives and a¢tivities Public beiiefxl The i]'USlces confirm that Ihcy have complied wilh the requircments of section 17 of the Charities Act 2011 lo have due I'egaid to the public benefÉt guidance publishcd by the ChariLy Commission tor England and Wale& FinanciAI review Policy oil reyerves Based on a rcalistic asscssnienL of the reserves needed the trustees considei. Ihal the appropyiatc level of free reserves is 20U/o of annual expenditui'e. This is based on the following consÉde17tions a) the need lo provtde for potential redundancy expcT]ses in case of a disruption to funding b) lo provide tor any shortfall in fijnds generated to cover the costs of running the schemc c) lo pi'otect against unforesccn events The tmslces considei. that P¢t present a contingency rc5erve of £20,000 is rcqu1￿d. Monies held in the unrestricted account fvnd is conslanily reviewed and uscd to support any shortfall in esseniial slall costs. There is also a sum held for contingency coslL Trustees and officers The Iruslces and olficers serving duiing the year and since the year end were as folloMIS: T￿SleeS. Annwen Bell Janet Young MtE Mary Eileen Davic5 Felicity Smart (ap￿Inted 27 July 2023) Miriam Menhennett Chaii'man: Jane Thomas Secrclary.. Shamn MO￿15 Structui￿? guverjiance and management Nalure ofgdveriiing docunieiil The charity is controlled by its goveiming documen(. a deed of trus¢ and constilutcs a limi*d company. limttcd by gua171ltee, as defined by the Companies Act 2006. Page 2 Home-start Ceredigxon Trustees, Report Statenient of trustees, i'csponsibilities The ti'ustees (who are also the dii'cctors of14omc-Start Cercdigion for the PUEPOSCS of company lai¥) are rcsponsible ror prepai'ing the Ii'ustees, report and the financial slatemcnls in accordance willi applicable law and Ilnitcd Kingdom Accounting STandards (United Kingdoni Gcnerally Accepied Accounting Praclicek including FRS 102 "Tlie Financial Repoi'ting Slandard applicable in the UK and Republic of Ireland" The reporl and accounts have been prepai'ed in accordance with the provisions in the Companics Act 2006 1'elatÉtig to smal l Companies. Company law requires the trustces to preparc financial stslemcnts for each financial yeal.. Undei. C￿llpanY law tl)e Irust¢es musl not approve the financial slalcmenls unl￿S they are satisfied that they give a 1￿C and fair view of Éhe state of affairs of the Gharitable company and of Ihe incoming rcsoui'ces and application of resources, including its incoine and expenditure, of the charitablc company for that period. In preparing thcsc financiaE slatements, the trustees are required to.. selccl sui¢able accoiinting policies and apply the￿ coTr%istently' obscrve the mcihods and principlcs in the Charities SORP. make judgemen15 and cstimates thal are reasonable and ptvdent" slate wlicther applicable accounting standards. cotnprising FRS 102 have been followed, subject to an}1 matei'ial departures disclosed and explaincd in ihe financial statcments. and prepare the finunck&l statements on the going concern basis unless it is inappropriate to presume that the charitable company will continue in business. The trustecs are responsible foy keeping proper accounting records that can disclose ivith rcasonable Accuracy al any time thc financi81 position of thc chariiable company and enablc them to ensurc that Ihe financial statements cojnply Ivitli the Companies Act 2006. They are also I'esponsible for safcguardÉng thc assets of ilie chw'itablc company hence for tsking re&8onable steps for the preverktion and detection of fraud and other Ir￿gUlarIties. Thc trus(ees at'e responsible for the niaintenancc and integrity of the corporate and financial information included on tjie charilable compatky's ivcbstte. LegislA(ion governing thc prep￿.atIOn aiid dissei)iinalion of Iinancial statements may diffei. from Icgislaiion in other jurisdictions. SMAII eonipallies provision statement This report has been prepared in accordance with the small companies regin)e under Ihe Companies Act 2006. The annua5 repoi't was approved by the Irustees of the charity on signed on its behalf by: ane hail. Page 3 Home-start Ceredigion Independent Examinei s Report to Ihe trustees of Home-start Ceredigion ('tlie Company,) I repoi't to the charity trustees on my ex8mination of the accounts of the Compariy for the year cnded 31 March 2024. Responsibilitles and ba515 of report As the charity's trustees of Ihc Company (and also Tts diiECtiJry for ihe purw)ses of company law) you are responsible for the preparation of thc accounts in accordance M'iih t1￿ requii'emenls of ihe Companies Acl 2006 ('"tlie 2006 Act,). 14aving satisfied n)yself that the aLcounts of the Company are not ITqUlI'ed lo bc audited under Part 16 of the 2006 Act and al'e cligible for independent examination, I report in respect of my examination of your chai'ity's acLounl8 as cai'ried out undei. section 145 ot tlie Cl)arilics Act 2011 ("the 201 l Act')- In carrying out my exaJKinalion I haiie followed the Directions given by the Chayity Commission under section 145(5Kb) of Ihe 201 l Act. Independent examiner's statement I have coillpletcd my examination. I confimi that no matters have come to my attention in connection iviih tlie examination giving me Gause to believe: ccounting records were not kept in res￿1 of Hoine-SÉart Cercdigion as required by section 386 of the 2006 2. the accounts do not accord ivith those records or 3. ¢he accounts do not comply w&th the accounting requiremenls of scction 396 of thc 2006 Act othcr than any Yequiyement that Ilic accow]ts give a '1￿￿ and fair vieuo ivhich is not a matter considered as p&rt of an independent examination. or 4. the accounts have not been prepared in accordance ivith thc methods and principles of the Siatement of Recon)nicnded Practicc for accounting and reporting by d)arities [appliLable to cliw'itieb preparing their accounts in accordance Ivith the financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)]. J have no concerns and have cO￿e acr055 no other maitcrs in connection with th¢ examination to Ivhich atteniion sliould be draivn in this repoi't in oi'dcr to enable a proper understanding of the accounts to be rtrached. Ddlc Hatfield ACA l Noi'ih Road Abei'aeron Ccrcdigion SA46 OJD rJLiy Page 4 Home-start Ceredigion Statement of Financial Activities for the Year Ended 31 March 2024 (Including Income Ydnd Expenditure Account and Statement of Total Recognised Gains and Losses) Unrestricted funds Restrlcted fu￿dS Total 2024 Note lll£oine Alld Endowrnenls froni: Donalions and [eg￿icS Inv¢slmcnl income 13,073 440 215.724 228.797 440 Total income 215,724 229,237 Expendituit on: Ctrlarilable activities Other expendilure (226,853) (1,993) (226,853) 1,993) Total expenditure (228,846) (228,846) Net incomeJ(cxpcnditure) Net n)ovemcnt in funds 13,513 13.122) 391 13,513 (13,122) 391 Reconcillation offunds Total funds brought fonvard 89.617 53,669 143,286 Total funds carr&ed fornvard 13 103,130 Unrestricted nds 40,547 143,677 TotAI 2023 Re5ti'icted funds Note Incoine and Endowinents from: Donations and legacies Invcstn)ent Inc￿lle 22,150 144 231.794 253,944 144 Total income 22.294 231,794 254,088 ExpenditUR'e oil: Charitable aclivilies Other expenditurc (328) (253,419) (1598) (253,747) {1,598) Tolal expendih]rc (328) 255.017) {255,345) Net incomel(expenditure) 21,966 (23,223) .257) Net movemenl in funds 21,966 (23,223) (1,257) Reconclliation or funds Total fvnds brought fonifftrd Total funds cai'ried fonvai'd 67,652 76,890 144,542 13 89.618 53.667 143,285 Thc notes on pagcs 8 to 15 forni an inieEral part of these finanLial statcments. Page 5 Home-start Ceredigion Statement of Financial Activities for Ihe Yeai. Ended 31 March 2024 (IncIuding Income and Expenditure Account and Slatement of Total Recognised Gains and Losses) All of the charily's activitics derive from continuing opeiaiions during the above two period& The funds breakdown for 2023 is shown in nole 13. The notes on pages 8 10 1 S form an intcgrnl part of these fiiiancial slatemenls. Page 6 Home-SÉart Ceredigion (Registration number: 05441452) Balance Sheet as al 31 March 2024 2024 2023 Note Currellt Assets Cash at bank and in hand 152,256 158,004 Creditors: Amovllts falling due within one year 12 (8,579) (14.719) Net assets 143,677 143,285 Fuiids of the charity: Res¢rieted Income fuiids Rcsliicted funds 40,547 53.667 Uni'estrieted income funds Unreslricled funds 103,130 89.618 Total funds 13 143,677 143,285 For thc tinancial year ending 31 March 2024 the charity was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies. Direclot%' i'esponsibiliiies-. The meinbers have not rtquiiyd ihe charity ¢0 obtain an audit of it5 accoimls for the year in question ITh accordance wilh section 476- and The directors acknowledge their responsibÉlitie5 for ￿MplyIng with the requirements of the Act with respect to accounting rccords and the preparation of accounts. Thcse financial slatemetbts have been pi'epared in accordance iviih the spccial provisions relaiing to companies subject to Ilie sniall conipanies regime withiii Part 15 of tlie Conipanies Act 2006. Tlie financial Statements on pages 5 to 15 ivere approved by the trusices, and auilioriscd for issue on and signed on their behalf by: ane ai hoi an The notes on pages 8 10 15 forjn an intcgral part of these fIni￿CIal stalements. Home-start Ceredigion Notes to the Fillancial Statements for the Year Ended 31 March 2024 I Charlty stAtlls Tlie Ch￿lty is limited by guaranlee, incorporated in England aTKI Wale4 and conscquently doe3 noi have 81)are capital. Each of the Iiusiees is liable to contribute an amouni not excecding £1 ioivai'ds the assets of the charity in the eiienl of Iiqliidation. The addrcss Ot'Éls i'egistered office is.. I sl Floor 37 Higli Sireel Lampeter Ccredigion SA48 7A W 2 Aecouiiting pollt5es Suinmary of significant 4CCOUllting polieies and Iiey accounting estimates The principal accounling policies applied in Ihc prepardtion of these financial statements are set out below. These policies have bceTr consistently applied to all thc years presenied. unless otlierwisc staled. Statement of eompliaiice The tinancial statements have been prcpared in accordance wilh Accounting and Reporting by Charities: Statement of Reconiniendcd Practice (applicable to charilics preparÈng thcir accounts in acconjance with tile Fintincial Reporting Siandard applicable in the UK and R-public of Iitland (FRS 102)) (issucd in October 2019) - (Chai'ities SORP (FRS 102)), Ilie Financial Reporting Standard applicable in tlie UK and Republic ot Ireland (FRS 102) and the Companies Act 2006. Basis of preparatiu Home-siarl Cei'edigion meets the definition of a publÉc benefit entil)i under fRS 102. Assets and liabilities are inilially I'ecognised at hisloricai ¢ost or tsznsaction value unless othenvise slated in Lhc relevant accounting policy notes. Goliig eoneei'n Tlic ti'ustees considcr tha¢ Ihei'c are no maleiial uncertainties aboui the cliai'ity's abilily to continue as a goiiig concci'n nor any .8ignific4nl ai'eas of unccrtainiy Ihat at]ect the carrying value of assets held b), the charity. E%eniption from preparing * c￿h flow 5tatenienl The charily opted lo cai'ly adopt Bullelin I published on 2 February 2016 and have therefore not includcd a cash floiv Stslement in Ihesc financial statements. Ineoine and eiidoivments All ir)come is recognised once the chariEy has entiilement lo the income. it is pmbable d)at Ihe income will be received aThd the amount of tlie incomc receivable can be measured reliably. Page S Hojne-start Cei'edigion Notes lo the Fiiiancial Statements foi. the Year Ended 31 March 2024 l)oiiuilons ¢Jiid legncies DonaÈions are recogniscd ivlien the cliarity lias been nolilied in wriling of both the amount and seltlemcnt d&le. In the evcnL that a donation is subjecl to conditions that require a level of performance by thc cl)arity befo￿ the charity i.s entitlcd to ihe funds. Ihc income is deferred and noi recognised until either those conditions are fiilly Incl, or the tijifilnient of those conditions is wholly within the control of the charity and it is probable Ihal Il)ese coiidilions will be fulfilled in the repoi'ling period. Gruiiés receivable Gi'ants are recogniscd wlien the charity has an cntitlemenl to the funds and any conditions linked to the grants have been met. Whci'c performance condiiions are attachcd to the grdnt and are yet to be mel the illcome is I'ecognised as a liability and included on the balance sheet as deferred income to be releascd. Expendltui'e All expenditure is recognised once Ihcrc 15 a Icgal or constnictive obligation to that expenditure. it is probable setilement is i'equired and thc ainount can be measured rcliably. All costs al'e allocaied to the applicable ¢xpendiÈutT heading that aggi'egatc similar costs lo that Category. whe￿ costs cannoi be dirccily attributed to p￿tiCUlar he&dings t]iey have becn allocated on a basis consislenl iviih thc use of rcsources. Cliarlinblg aclivllles Chayitable expenditure comprises Il]osc costs incuiTed by the Charity in ihe delivcry of its activities and 5eEViCCS for its beneficiarie8. It includes both cost5 that can be allocated dircctly to such activitics and thosc costs of an indirect nature necessary lo suppoi'L (hem. Support costs Support COSL8 include cenlral fU￿tiOnS and have been ￿lOCated to activity cost categorics on a basis consislenl with the use of resources. Govei-naDLe eost5 These includc the costs attributhble 10 the charity's compliancc wilh constitutional and statutory requircment5. Taxation I'he chai'ity is considcred io pass ihe tcsls sei oul in Paragraph I Schedule 6 ofthe Financc Act 2010 and ihereforc il meets the definition ora charitable cornpany foi- UK corpot7lion l&N purposes. Accordingls,. the charily is polcnLially exeinpt from taxation in respect of income oi. capital gains ieceived within catcgoi-ies covei'ed b)1 Chapter 3 Part I I ot- tlie col'po￿tiOn Tax Act 2010 or Section 2i6 of the Taxation of Cliargcable Gains Acc 1992, to (he extcnl that such incom¢ or gains al'e applicd &Yclusively lo charitablc purposes. Depreciation %knd #mortisation Deprcciation is pi'ovided at Éhc following annual rates in order to write off each assct over its cstimated usefijl life. Asset clAss Fixtui'cs and fittings CompuÉei' equipmenL Depreeiation niethod rate 33 /# on c47St 33°A on cosl Page 9 Home-start Ceredigion Notes to the Financial Statements for the Year Ended 31 March 2024 CAsh aiid cash equlvxlents Cash and L￿b equivalents comprise cash on hand and call de￿SIts, and otlier shori-lerm highly liquid inves11i)ents thai aiE readily convertible lo a knoivn u]nount ofcash and arc subjeci lo an insignif&cant risk of change in value. Fund structui Unrestiictcd income funds are general fi]￿lS that are available for use at the trustees discretion Én furtheiance of ihe objectives of the charity- Re5ti'icted income funds are thosc donated for use a particular are& or for specific puiposes. tlie use of ￿,hICh is reslricled to ihat area or purpose. Financtal Instruments cla35ificalioii Financial asset5 and financial liabilities are ￿COgnISed ivhen the charity becomc5 a party to the contsactual pIDvisions of the inslrumenl. Financial liab&lities and equiiy instruments are clas5ifFed according to the subslance of thc conli'aclual arrangements enlei'ed inio. An equity instrument is any coniract that evidcnces a residual interest in Il* assets of the ¢liarfftty aftei. deducting all of ils liabililies. Recogiiilioii aiidpmeasiirenieiil All financial assets and liabilities are initially measui'ed at transaction pi'ice (including tt7nsaction costs), exccpt for those financial assets classified as at fair value through profit or loss, which air initially measurcd at fair v&lLte (M,l)ich is noiinally the trnnsaclion price excluding transaction costs), unlcss die a￿ngement constilulcs a financing Iransaction. If an atYangem¢nt conslilules a financing tyansaction, the financial asset oi. financial liability is measured al the prescnt value of Ihe futLJre paymcnls discountcd ￿ a markel rdte of inta'csl for a similar debt ins(rument. Financial asscls and liabilities arc onlsr offsct in the stalement of financial posilion when, and only i¥hen thci'e extsts a leg.000 (103,602) (17,140) (48,887) (2,500) (6,995) (30.719) (2,557) (1.632) (2,500) (2,314) (i 0,000 430 45,¢J)O 9.155 5.01 36.050 17.734 7.174 2,500 io.oix) 10,0 5,542 7.686 Restricted funds 53.669 215.724 (228,846) 40,547 Total fujids 143.286 229,237 (228,846) 143,677 Page 14 Home-stiirt Ceredigion Notes to the Financial Statements for the Year Ended 31 Mai'ch 2024 Balanee Jt I April 2022 Incomimg resource5 Re50uI'ces expellded Bal#Dc¢ at 31 March 2023 Unresli'icted funds Genei?I 67,652 22,294 (328) 89,618 Restrieted funds Big Lottery Fund Lloyd5 TSB CAVO Garfield Weston Foundation Families First Home-siart UK ConiÈnuniLy Foundation Wales Henry Smitl) Cl￿1'1ty J&H Rausing i 00,￿0 27.250 (95,968) (33,508) (8,945) (13,075} (51,456) {9,125) (5,797) (36.450) (693 4,032 17,139 23.397 8,945 13,075 (2,751) 17530 2,792 13,902 58,094 3.250 5.000 34,950 3,250 3,887 11,655 1,995 12,402 2.557 Restiictcd funds 76,890 231,794 (255.017) 53,667 Total funds 144.542 254.088 {255.345) 143,285 14 Analysis of llet assets between funds UDrestricted nds General Total funds at 31 Mai'eh 2024 Re5ti'ieted funds Cui'i'ent assets Cui'rcnt liabilitics 103.131 49,125 (8,579) 152,256 {8,579) Total net asscts 103,131 40.546 143,677 Unrestricted funds Gentral Total funds at 31 Mai'eh 2023 Restrleted fvnds Cu¢Tent assel5 Current liiibililie5 89,617 68,387 (14,719) 158,004 (14,719) 143,285 Total nct assels 89.617 53,668 IS Related party traijsaclions There were no related party t￿nSactIOnS in the year. Page 15 Home-start Ceredigion Stateinent of Fiiiancial Activities by fund for the Year Ended 31 March 2024 Unrestricted Funds Total Tolal Unrestricted Unresti'icted Funds Funds 2024 2023 Inconi¢ and Endowments from: Donations and legacics Inve51ment income 13.073 440 22,150 144 Tolal income 13,513 22,294 Lxpenditmre on: Charitabl¢ acliiTities 328) Total expenditure 328 Net income 13.513 21.966 Nel Inoveinent in funds 13.513 21,966 Reeonciliation of funds Total funds brought fornV￿ 89.617 67,652 Total funds cai'ried foiivai 103.130 89.618 This page does not fomi part of the Siatutory financial stalen)enls. Pagc 16 HoMe￿tart Ceredigioll Statement of Financial Activilies by fulld foi" the Year Ended 31 March 2024 Restricted Funds Total Restricted Funds 2024 Tolal Restricted Funds 2023 Ineoine and Endowmenls from: Donations and legacics 2l5,724 231,794 -I'otal income 215,724 231.794 Expeiiditure on: Charitable activities Oihei. eypendilure CJoveriiance costs (226,853) (193) (1,800) (253,419) (98) (1,500) Total expenditure (228,846) (255.017) Net cxpendilure Nct movement in fvnds (13,122 (23,223 (13,122) (23,223) ReLonetliatioD of funds Total funds brouglii forivai'd 53,669 76,890 Total tunds carried fonvai'd 40,547 53,667 This page does Thot forni parl of the stalutory financial statements. Pagc 17 Home￿tart Ceredigion Detailed Statement of Finaneial Activities for the Year Ended 31 March 2024 Totsl 2024 Total 2023 liieome and Endowmenls fi'om: Doybalions and Icgacies (analysed below) Investment income (anal}rsed beloiv) 228,797 440 253,944 144 Total income 229,237 254.088 Expenditure on: Chai'itable activities (analyscd below) Oiliei. expenditure (analysed bclow) Total expenditurc (226,853) (1,993) (253,747) (1,598) {228,846) (255,345) Net incomcl(cxpendi￿re) 391 (1,257) Net movement in fun(L8 391 (1,257) Reconciliation of lknnds Tolal lijnds brougl)t foThvard 143,286 144,542 Total funds carried fonvayd 143,677 143,285 This page does not fonn parl of the statutory fInancial slatcments. Page18 Home-start Ceredigion Detailed Statement of Financial Activities for tlie Year Ended 31 Mai'ch 2024 To¢al 2024 Total 2023 Doniilioiis aiid legiieles Donations and legacies Cil'ants, including capital granls Management fces 2,353 216.224 10,220 7.300 231.794 14,850 228.797 253,944 Iniie.sliiient iiiconie Interest on casli deposits 440 144 440 144 Clinrilfible aclivilies Wages Rent Ti'avel expenscs Insurance Volunteer and scheme expenses (inc trnvel) Tt2iiiing & courses Support groups I,"amily hygienc & foiKI poverty Office expen.ses Tig Fee Consultancy (164,318) (12,810) (9.459) {1,061) (1.352} (927) {8,094) {13,824) (10,258) (2.500) 2,250) (155,048) (12,810) {8,038) (899) (2,861) (3,865) (18,555) (31 137) (14,404) (2,880) 3,250) (226.853 (253,747) Oilier ￿pEll￿1￿￿e Accountancy and legal fees Bank chargcs (1,800) (193) (1.500) {98) {I,S98 "rhis page does not fom) part of ihe statutory financial statements. Page 19 **Adroddiad CCB – 2023 - 2024 AGM Report – 2023 – 2024 Dydd Mawrth 3 Medi 2024 Tuesday 3 September 2024** **Llawr Cyntaf /1[st] Floor 37 Stryd Fawr /High Street Llanbedr Pont Steffan/Lampeter – SA48 7AW Tel/Ff** **`ô` n: (01570) 218546** Email/Ebost:homestartaberaeron@gmail.com _________________________________________________________________________________ 1 |**Contents**|| |---|---| |Trustee and Staff Members|3| |A message from the Chair of Trustees|4| |Scheme Manager’s Report|5-6| |Treasurers Report|6| |Financial Statement|7| |Scheme Support Figures 2023-2024|8| |Service Provision|9| |Supported Families Comments|10| |Thanks to all Funders and Donors|11-12| _________________________________________________________________________________ 2 ## Aelodau Ymddiriedolwyr / Trustees Members ## Trustees Jane Thomas Cadeirydd/Chair Jan Young Trysorydd/Treasurer Mary Davies Ymddiriedolwr/ Trustee Miriam Menhennett Ymddiriedolwr/ Trustee Annwen Bell GDPR Ymddiriedolwr/Trustee Felicity Smart Safeguarding Ymddiriedolwr/Trustee ## Aelodau Staff/ Staff Members Sharon Morris Rheolwr y Cynllun/Scheme Manager Angela Morgan Trefnydd y Cynllun/Scheme Organiser Cally Mason-George Gweinyddwr y Cynllun/Scheme Administrator Avril Gartland Swyddog Gwirfoddolwyr/Volunteer Officer Gweithiwr Cymorth Rhieni Ifanc/Young Parent Support Worker Lena Brown Gweithiwr Grwp a Dechrau Da/Group and School Ready Worker Val Morris Gweithiwr Grwp / Group Worker Ellen O’Donnell Gweithiwr Teuluoedd a Gweithiwr Grwp / Family Support Worker and Group Worker _________________________________________________________________________________ 3 ## **- 2023 2024** ## **Neges wrth Cadeirydd yr Ymddiriedolwyr A message from the Chair of Trustees** I am enjoying my time as Chair and family volunteer to Home-Start. We are now into our third year of our 5 year Lottery Grant and all our other funders, and it is again a testament to the commitment and hard work that the charity is still a strength in the community it serves, although this year we are finding that there are less grants available to apply for as we don’t fit the criteria, thus said we are still looking and applying for grants to keep the scheme afloat. Our dedicated team of volunteers and support workers have devoted time and commitment to visit families at home for 2-3 hours each week, for as long as it takes for them to overcome their difficulties. Home-Start Ceredigion continues to thrive despite the current challenging circumstances for all voluntary organisations. Thanks to our generous funders and our excellent staff and volunteers, who unstintingly support families across the County, we are able to offer real friendship and practical help to parents and children who find themselves in difficulties. I would like to take this opportunity to thank all our staff and volunteers without whom Home-Start Ceredigion would not function so efficiently. No challenge seems to be too great for them. Their dedication and enthusiasm makes us what we are. Home-Start Ceredigion are proud to be a part of a strong partnership across agencies who are all focused on providing a package of support individually tailored to the needs of each family referred. **Jane Thomas Chairperson** _________________________________________________________________________________ 4 ## - Scheme Manager Report 2023 24 Over the years there have been many changes in how the service is structured, funded, monitored, and evaluated, however, the one constant throughout remains the core business of providing one to one volunteer support to families, in their own homes – this unique service has stood the test of time and proved a lasting endurance as relevant today as it was in 1992 when the scheme started. My journey started with Home-Start in 1995 as a volunteer and I have enjoyed my journey and the opportunities it has given, and I am proud that I have been a manager since 2002. Our scheme has faced many ups and downs, and it is a constant struggle to meet funders criteria to be able to apply and the year ahead is going to be challenge but I believe in what we do and who we do it for and am grateful for a very supportive management and team. As always a huge thank you to all our funders, big and small. We are lucky to be supported by a variety of grant-giving organisations as well as individual donors. As with all small charities a sustainable income stream is vital to allow us to continue providing our much-needed services. Like many others, one of our biggest challenges in the current climate is securing the income we need to continue our vital work as we are a selffunding scheme. Our success in securing grants has enabled us to develop a strong staff team approach and consolidated our previous experience, skills and professional practice in working with families and young children to deliver a high-quality service and build on our reputation. ## **Scheme Support** 342 families supported 1,163 individuals supported comprised of… 625 children and 538 parents/carers 3,495 hours of support provided by the project, of which… 762 hours were provided by volunteers 16 locations provided group support 306 families attended group support sessions 61 families received home-visiting support 28 families received School Ready support 42 families received Fast Response support 32 volunteers provided support to families _________________________________________________________________________________ 5 Families and volunteers remain at the heart of everything we do, and we are continually recruiting volunteers to increase the numbers of families supported. Our volunteers including trustees and staff, give time, commitment, skills and experience to help support families with young children. We are extremely proud of the work we do and celebrate our success in bringing together parents who support parents in their own homes with young children. Home-Start Ceredigion has been a firm deeply rooted fixture throughout this community with local people supporting local families. _‘If you change the way you look at things, the things you look at change’_ ## _Sharon_ ## Treasurer’s report 2023-24 Year 3 of my role as Treasurer of Home-Start Ceredigion. I will continue with the challenge of treasurer with Sharon’s guidance and support to make sure the books are balanced every month. At a time of financial uncertainty Home-Start Ceredigion has been very fortunate to have survived another year from various grants and we thank our funders for their support. As a management team we are grateful to Sharon for her work in securing ongoing funding, and the Team for working so hard sometimes under difficult pressures. Feedback from our families keeps us motivated and proves that we are needed in the community, and this is why we keep going. Funds enable Home-Start to continue to support families throughout the county and it is always humbling to get feedback from them. Our Accounts prepared by Dale from LHP have been completed and will be passed at the AGM and sent to Companies House and Charity Commission to be signed off. I will end by saying I am looking forward to year 4 as my role as Treasurer ## **Jan Young** _________________________________________________________________________________ 6 ## Detailed statement of financial Activities. _For The Year Ending 31st March 2024_ _________________________________________________________________________________ 7 ## **- SCHEME SUPPORT FIGURES FOR 2023 2024** **342 families supported** **1,163 individuals supported comprised of…** 625 children and 538 parents/carers **3,495 hours of support provided by the project, of which…** 762 hours were provided by volunteers 16 locations provided group support 306 families attended group support sessions 61 families received home-visiting support 28 families received School Ready support 42 families received Fast Response support 32 volunteers provided support to families **----- Start of picture text -----**
_________________________________________________________________________________ 8
**----- End of picture text -----**
_**Service Provision**_ Home-Start Ceredigion provides a suite of support services to families with young children in Ceredigion, as follows: • Group support – with groups initially supported by a Group Support Worker, aided by volunteers, but encouraged and supported over time to become independent peer support groups. • School Ready support – a staff-led programme that helps pre-school children to develop their language, numeracy, hygiene and social skills in preparation for starting school. • Home-visiting – a service that matches families with home-visiting befriending volunteers. Home-visiting remains an essential element of the scheme’s suite of support services. This is particularly the case for families who do not feel sufficiently confident to attend groups, are too rurally isolated to regularly attend a group, or who simply feel that group support is not appropriate for their situation. In several instances, families that initially accessed Home-Start through attending groups have subsequently accepted additional home-visiting support. • Fast Response – a staff-led support service that provides immediate support to families in urgent need. • Other scheme services – including telephone and online support, and provision of food and hygiene parcels to families in need. ; | Ceredigion _________________________________________________________________________________ 9 ## _Families supported by our Volunteers have achieved_ : - _Attending pre-school group_ - _Getting out of the house_ - _Encouraged me to return to my teaching role_ - _Able to talk about my issues and not bottle things up_ - _Positive parenting_ - _Selling items on social media while decluttering_ - _Help with food parcels_ - _Feeling less lonely_ - _Ideas on activities and outings to do with my child_ - _Confidence to get a job_ - _Tackling behaviour_ - _Someone to listen to_ - _Help to work out finances_ - _Confidence to chat to help reduce my anxiety_ - _To help me talk about things that are stressing me out_ ## _Family quotes:_ - **“** _My son and I are very grateful for the service provided, his eating is really coming along now and his confidence to interact with others is improving_ **”** - **“** Home-Start go above and beyond for families; we are very lucky to have them in our lives” _“The difference having a volunteer has made to our family is huge, the days don’t seem so dark now, she is like a ray of sunshine every week_ **”** _“The Slow Cooker food project has been incredibly helpful, not only for providing the food but also giving recipe inspiration and introducing my son to new food”_ _________________________________________________________________________________ 10 ## **Hoffen rhoi ddiolch i pawb sydd wedi cyfrannu i ni dros y flwyddyn diwethaf: We would like to thank everybody for the Grants and kind donations over the past year.** Big Lottery Fund Henry Smith Charity Lloyds TSB Families First Community Foundation Wales National Grid Moondance J & H Rausing CCC Food Poverty Home-Start UK-Mum’s Group Sainsburys Lampeter Premier Lampeter BT Open Reach Dunbia Llanybydder 52 Lives Lampeter Food Bank Community Food project Lampeter EJ Metals Recycling Lampeter _________________________________________________________________________________ 11 Premier Lampeter Er Dy Les Di Aimi & Gazz Edwards Black Lion Royal Hotel, Lampeter Aberystwyth University Neuadd Jiwbili Llangeitho jubilee Hall Aberystwyth Salvation Army Tesco Superstore Aberystwyth Tesco Stores Cardigan Banc Bwyd Newcastle Emlyn _________________________________________________________________________________ 12