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HOME-START SURREY HEATH : ge "," = | ANNUAL REPORT AND UNAUDIT ED FINANCIAL STAT EMENTS | : a __7 =. = Limi gp. a F OR THE YEAR END ED 31 MARCH 2024 a : |
HOME-START SURREY HL4TH Annual Review 2023-2024 000 CO4MIJNIT- HTrME STIRT ebroi. of sijpporting, faniilies Surrey Heath
HOME-START SURREY HEATH CONTENTS Pag¢ Trustees, report Independent examinels réport 16 Stalament of financial activities 17 Balance sheet 18 Notès to the financial statements 19-29
HOME-START SURREY HEATH TRUSTEES, REPORT (INCLUDING DIRECTORS. REPORT) FOR THE YEAR ENDED 31 MARCH 2024 The trustees present their annual report and financial statements for the year ended 31 March 2024. The financial slalements hav8 been prepared in accordance with th8 accounting policies set out in note 1 to the financial statements and comply with tho charity's governing document, the Companies Act 2006 and "Accounting and Reporting by Charities.. Slalemenl of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 1021 leffeclive 1 January 20191" Oblectlves and activities The Charity's purpose is lo provide families with young children. wide ranging practical and emotional support. to enable Ihose children lo have the best possible start in life. Full details of the activities undertaken by the Charity in the year are presented in the following pages. The trustees have paid due regard to guidance on public benefit issued by the Charity Commission in deciding what activities the Gharity should undertake. The trustees have assessed the major risks to whlch the charity is exposed, and are satisfied that systems are in place to miligale exposure to the major risks. Structure, governance and management Home Start Surrey Heath {"Ihe Charity") is a registered charity and private company which is limited by guarantee, incorporated in England and Wales. The Charity is part of the UK federation of local Home-slart charities. As such11 is obliged lo follow the Home-slart Handbook la guide lo responsibilities, standards and praclicel, alongside the Home-start Agreem8nl and Home- Start Quality Standards. The Charily's Trustees are eleclod by its members or may be co-opted by oth6r Trustees. such appointments bèing subject lo re-election al the next Annual Gèneral Meeting.. None of the trustees have any beneficial interest in the company. The Trustees as charity Iruslees have control of Ihe Charity and its property and funds. Each Trustee is a Director of the Company and is also required lo be a Member of the Charity, and guarantee to contribute £1 in the event of a winding up. Membership is open lo any person who is interested in furthering the objects of the Charity and is approved by the Trustees. Trustee Board meetings are held every two months with the Charity's Manager in attendance. The charity has four part-lime employees including the Manager. The Manager has responsibility for the day-lo-day running of the Charity.
HOME-START SURREY HEATH TRUSTEES, REPORT ICONTINUEDI (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2024 CHARITY OVERVIEW OUR VISION We want to ensure that all parents living in Surrey Heath get the support they need to give their children the best possible Start in life. Our focus is on the early years, the most crucial time in a child's development. T+1£ POWER < OF LITTLE >>> MOMENTS OUR MISSION Home-startsurrey Heath IHSSHI aims to put children and families at the centre ofall we do. We tailoroursupport to the unique needs of each family, improvingfamily resilience, increasing the confidence and independence of parents, and strengthening their relationships with the local community. ABOUT US Founded in 1989, Home-start Surrey Heath is an independent charity, this year celebrating 35 years of providing supportto families in our community. We offer a free and unique home-visiting support service to families living in Surrey Heath, with at least one child under 5. Our core model of volunteer-led compassionate and non- judgemental home-visiting support, provided alongside a wide range of activities, group and more targeted support, allows us to work responsivelyto meet a range ofneeds and make a difference. We want more parents with young children to access our support in a way that works for them, to avoid cris15 through early interventions. We have an affiliation with Home-start UK, the country's leading family support charity, and we are one of eight local Home-starts under the umbrella of Home-start Surrey. TRUSTEES AT 3114124 Chair- Mike Allen Vice-chair- DrAndrew Mint Treasurer- Ash Patel Ros McGibbon Chris Foster Anne Reynolds Omair Nazimi Zara Martin Gillian Rowe Crystal Williams Jonathan Virgoe Julian Hamilton Barry Clutton Allan Crockhart Knowing s ewas coming each week made a huge diI"I'erence lo my emolional health. IAppointed13111120231 (Appointed 1110312024} (Appointed 1510112024} (Appointed 1110312024} (Appointed 0110712024} (Appointed 01107120241 (Resigned 13111120231 (Resigned 21104120231 STAFF TEAM Manager- Stephnie Waight. Family Support Co-ordinator- Melanie James; Family Support Co-ordinator- Dorothy Meara. Office Manager& Pram Walk& Talk Leader- Sam Ball.
HOME-START SURREY HEATH TRUSTEES, REPORT ICONTINUEDI (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2024 THE NEED Main15sues Faced by Families this Year We supportfamilies through theirtoughesttimes. Being a parent has never been easy, it can be lonely, heart-breaking and overwhelming. Our volunteer befrienders, who all live locally, offer f riendly practica l and emotional support and work alongside parents to help them cope with the stresses and strains of fami ly life, make sure they have the skills, confidence and strength they need to nurturetheirchildren and widen their linkswith the local community. Financial 155ues Neurodiversitv Single Parents Housing Dornestic Violence Mental Health 20% 40% 60% 80% loo% As you'll read everywhere else in this Annual Review, Home-start Surrey Heath is 35. Yes, we've been providing Support and advice for parents of young children in Surrey Heath since 1989, and hope to continue for another 35 years, at least. I'm very proud to be Chair of our Board of trustees, but I've only been helping Home-start Surrey Heath since September 2022, $0 I have a long way to catch up with our organisation's milestone. Simi larly, some of our trustees are new to their governance roles, and have been supported in their induction and initial training by ou r staff, by Home-start UK and from other charity-focu5ed training organisations. I'm also pleased that we have retained some longer-standing trustees, to now have an impressive and diverse balance of ski115, knowledge, and abilities available to our Board. My thanks must go to Barry Clutton, who stepped in 35 Treasurer for a short period, and who re-arranged our financial management so that his successor and our staff now have quicker and easier tasks i n managing our income and spending. Talking of money, we are very pleased to have ended the 2023124 financial year with an adequate bank balance, much of that reinforced by the skilled efforts of Stephnie, our Manager and fundraiser extraordinaire. Of course, having currently sufficient funds doesn't mean we rest on our laurels.. our spending continues to increase, as we improve and look to widen our support for local parents. And, just because we have these funds now, doesn't mean we will necessarily continue in this financially stable state throughout the next months and year lor 35 yearsll, as the cost-of-living crises hit donors and charities as much as they have hit parents and others. We are immensely grateful to every person, company and donor who has been able to contribute towards our work, and we acknowledge those further on in this review. We continue our cooperation with our colleague5 In the other seven Home-start schemes in Surrey, sharing ideas, suggestions for joint working, and of course, parallel support for parents of young children, to across Surrey. Similarly, we benefit by working with other charities, local NHS and counci I services, and community organisations- none of us could do our work alone. But we're proud to be the organisation that's given 35 years of continuous close support to families, and continues to receive complementary feedback from them, as you'll see throughout this Review. So, I look forward to the next year with both trepidation and optimism.. obtaining funding for our charity will continue to be an ongoing task; parents will face obstacles that I hope we will aid them to overcome to offer their children the best start in their lives. work with partner organisations will continue to be complex and rewarding at the same time. and the consistent running - the strategic governance and the day-to-day management- of our small charity will enable our Board of trustees, our employees and volunteer5 to respond to all such things that will face us.
HOME-START SURREY HEATH TRUSTEES, REPORT ICONTINUEDI (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2024 Our volunteers are vital - they are the people actually providing our services directly to parents, bringing their own understanding and experience of the challenges and wonders of parenthood. l am absolutely clear that we would not have had 35 years to offer without our volunteers, and I'd almost like to reach right back and thank all those throughout the years. I must conclude with my gratitude to my fellow trustees.. Andrew Mint for stepping into the role of Vice-chair, Ash Patel for becoming our Treasurer, Chri5 Foster and Anne Reynolds for continuing with fundraising and raising our profile with so many local groups a5 well as strongly contributing to our Board discussions, Omair Nazimi for his data-analysis commentaries, Ros McGibbon for her continuity of trustee service, and newer trustees Crystal Williams, for her safeguarding focus, Gillian Rowe for her marketing knowledge, and Zara Martin for her strategic attention. With such an enthusiastic and passionate group of trustees, we're set for the next years of our support for the parents and children of Surrey Heath. MikeAllen,Chair ££ Never forget the difference you make This is Home-start Surrey Heath's 35" yearofsupportingfamilies in the borough- quite an achievement. Our volunteers continue to work through d ifficult times and we appreciate their dedication, flexibi lity and wi Ilingness to help families struggling for many reasons. I'm sure that over the years, the families who received support will not forget how their volunteer helped them - in fact I bumped into a family at one event and she said "I wouldn't be here if it wasn't for Home-start" On behalf ofthe charity, I want to thank ourwonderful team ofvolunteers, past and present, who have given their time and compassion over the past 35 years. Over the past year, a huge thank you to: Alison, Amy, Angela, Anne, Carole, Charlotte, Chantal, Chris, Clare, Debbie, Elaine, Emma, Fiona, Helen, Jane, Jess, Jo K, Joanna, Kalsoom, Kayleigh, Kerrie, Laura, Layla, Leearna, Louise, Lydia, Murielle, Nicola, Rachel, Sabrina, Sarah, Sari na, Stacy, Sue, Trish, Vanessa and Will. We are also lucky to have excellent trustees with a wealth of experience who again give their time freely and I thank them all for theirongoing support. thankyou to ourstaffteam- Dorothy, Mel and Sam foryour support. THANKYOU TO OUR VOLUNTEERS Volunteer Roles 30 YOU ARE THE 25 * HEADT 20 15 OF io * HfvME STIRT Home-visiting Groups Fundraising social Media
HOME-START SURREY HEATH TRUSTEES, REPORT ICONTINUEDI IINCLUDING DIRECTORS, REPORT} FOR THEYEAR ENDED 31 MARCH 2024 Referral Sources 14% 12% io% 2%
HOME-START SURREY HEATH TRUSTEES, REPORT ICONTINUEDI (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2024 We provided free, confidential one-to-one home-visiting, virtual, telephone and group support to parents in our community. We provided a hybrid approach to tackling isolation, mental health, domestic violence and other barriers, tailored to each fa mily's individual needs. For those families supported by a volunteer, they were visited for2-3 hours per week,. our Best Start in Life Group IBSILI is held on a Tuesday morning 10-1130am and our Pram Walk and Talk IPWTI on a Thursday morning 1030-12pm, which like our home-visitingsupport arefree forfamilies to attend. We have received a 290/0 increase in referrals to our service for home-visiting support and have supported 33 % more families than last year in total (excluding our projectswith Asylum Seeker parents and children). With a Home- Visiting Volunteer At Best Start In Life Group At Pram Walk & Talk At Asylum Seeker Wellbeing Mornings Project Received English Lessons on a 1,1 basis by one of our TEFL qualified Volunteers at their temporary accommodation Received Occasional Support from a Family Support Co- ordinator Total., Families Supported Children Supported 42 55 30 35 22 18 202 82 67 34 11 203 How satlsfled Were you wlth the Support? 82% Very Satlsfied. 16% Satisfied. Overall Effectlveness of Support: 75% Very Effective Support. 25% Effective Support. Whiil OLJr t-ciiiiilic)s lold LJS Volunteer having knowledge about Aulism really helped me bccausc tihe understands and was able to give me advice. Avèrage lengt .. of support wlth "o hom•*vl4ltlng Volunt•er Would uou recommend Home-start? IOOQIJ said yes 8.3 months
HOME-START SURREY HEATH TRUSTEES, REPORT ICONTINUEDI IINCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2024 We work closely with, and receive referrals from, other organisations and service providers in the area, e.g. children's services, Barnardo's Family Centre, midwives, health visitors, perinatal mental health teams, CHES Team (Childs Health Early Support) Team and other community organisations to identify families in need ofsupport. By understandingthe demographics and cultural diversitywithin our community, we ensure our services are culturallysensitive and accessible to people from different backgrounds. We maintain strong con nections within ou r com mu nity and ta ilor our flexible service offers to meet the specific needs of each family, enabling us to provide supportto families facing a wide range of challenges. Famtly I referi"e.d were ravlng about Home-start she said yOLI're cill nlce ,Ind 'norma/' c11id she doesnt feel Ilke ghe is bcingJud&ic,(I ciiid Lcin be Iierself We work with parents to identify key outcomes to be achieved throughout the support and these outcomes are reviewed regularly to chart progress. Outcomes at the End of Support Improved Use of Services Coping with extra work ef multiple birthslmultiple children Improved Stress caused by Conflict in the Home Improved Day to Day Running of the Home Improved Finance5lHousehold Management Improved Child'5 mental health Improved Child's physical health Improved Self Esteem Reduction in1501ation Improved parental mental health Improved parental physical health Improved Children's Development and Learning Managing Children's Behaviour % of families Achieved/Partially Achieved 10 20 30 40 50 60 70 80 90 loo Supporting Children and their parents Providing compassionate, and ¢onfiderytial sypport Support starting in the home Making Early Years Count
HOME-START SURREY HEATH TRUSTEES, REPORT ICONTINUEDI (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2024 St Faiths Charitable Trust kindly provided us with funding to do some work with families in the area who were seeking asylum. We worked with Surrey Heath Borough Council. Barnardo's Family Centre and other local partners and a presentation was given to the families to gather information on what activities would be helpful, life-enriching. and interesting for them. The main feedback gleaned was that their biggest needs were around their mental health. Many were experiencing anxiety and low moodldepression. We identified a need for the residents to access outdoor space, experience home comforts, and socialise away from the cramped conditions where they were living. We therefore spoke to another charity in Frimley Green and planned Wellbeing mornings in partnership with Frimhurst Charitable House. We planned the project over 5 weeks in June 2023 at the beautiful house set in lovely grounds. The house has so many wonderful rooms, including a large lounge with a comfy sofa and fireplace, a library, a fully kitted out nursery play room, messy play area, a dining room, outside play area and much more. There were different crafts available, including making baskets, mobiles, and coasters. M indfulness colouring was available and, on request, word searches. We had massage and reflexology available in a quiet room with incense and mindful music. We supplied hot and cold drinks, snacks, and fresh fruit. For lunch, we cooked pizzas and cakes for dessert. Some ladies asked us if they could prepare and cook a meal for all the attendees at the last session. They didn't have access to a kitchen and missed cooking. They went to Frimhurst the evening before and did all the preparation before producing an amazing meal the following day. They were days for people to enjoy and forget about the stress of their daily life. We also invited several partner agencies to meet and talk to the fami lies, ensuring they received all the support they cou Id. These agencies included Citizens Advice Bureau, CH ES team (Children's Health Early Support), Family Information Service, and Social Prescribing team. HSSH staff. volunteers and Frimhurst staff and volu nteers facilitated the sessions. During our Well-being mornings, 8 adults had a massage and 10 had reflexology. We had 35 adults and 11 children attending the sessions, helping to reduce their isolation,. improve their mental well- being and sense of worth in the community. The people we supported came from.. Afghanistan, El Salvador, Sudan, Botswana, Somalia, Namibia, Honduras and Nicaragua. Family Morning We also arranged an activities morning for school-age children in August. We Supplied squash and biscuits,. outside we arranged badminton and football,. inside we set up board games, arts and crafts, colouring and messy play with a baby soft play area. The children were engaged and loved playing and interacting with our staff and volunteers. The parents stayed and opened up about how wonderful the morning was for them and their children. The children were very polite and most had great English learnt through school, but there were a couple that didn't speak English and obviously a lot of the parents had very limited English. The Duty manager and three or fou r staff in the hotel were very helpful and provided lolly's, te3 and coffee. Ongolng Support One ol our volunteers has continued to work I:1 with the residents once a week assisting with their use of English, helping with foundation maths and playing cards with the adults and some children. The children are so appreciative, desperate for attention and time. "I'd loved stay here.. the stop is very special. r like to talk to dif ferent people. I feel like this is my home. Thank you for this IMI 17 moment and your help. "Thank you to god to have meet you all. I love you all. I hope to see you all again because of all the moments I've spent I have spent here have been the happiest. I would love to continue sharing experiences. Thank you for your kindness."
HOME-START SURREY HEATH TRUSTEES, REPORT ICONTINUED} (INCLUDING DIRECTORS, REPORTI FOR THEYEAR ENDED 31 MARCH 2024 Towards the end of May 2023, Zoe, one ofthe Fund Development Managers at the Community Foundation for Surrey ICFSI contacted us to say that Home Start Surrey Heath had been chosen to attend a unique event and funding opportunity. We were incredibly honoured to have been identified by the CFS as one of 3 charities in Surrey Heath whose values and vision aligned with those ofthe Bennelon Foundation 'to enhance community wellbeing and provide opportunities for positive and lasting change in our community,, Stephnie Waight, our manager, along with Joanna McKenzie, Volunteer and Anne Reynolds, chair of our Fundraising Committee, were invited to attend an amazing'Pitch In, event at Pine Ridge Golf Club in June 2023. On a lovely, balmy June evening, theyenjoyed canapes and drinks, aswell as a delicious buffet dinner and ultimately, were given the opportunityto'pitch, about thevital workwe do in our community and the families we support, alongside The Hope Hub and Big Leaf Foundation. The event was held at Pine Ridge Golfclub as the land is owned by the Bennelong Foundation, and was to support the Foundation's philanthropic givingwithin the community where the land is owned. Each charity had 10 minutes to'pitch. about thevital work they do in theircommunity and the people they support duringa'Fireside Chat, with Regan Bush, Marketing Managerofthe St. Mellion Estate. Although very nerve racking for our Manager, Stephnie, this was done on a very laid-back basis in front ofan audience, made up ofgolf club staff, Bennelon Foundation UK representatives and local people in the communityfrom the council and local companies. The waythatfunding was awarded on the evening is thatthe audience decided individually which charity resonated most with them and ultimately, who they wanted to give their specially allocated'Bennelong Pounds, to, out of a total amount of £30,000. We were delighted to say that we walked away with a significant amount offundingfor ourwork and were absolutely delighted and gratef ul to have been given th is opportunity. A huge thank you to Zoe at the CFS, Sandra Jacobs at the Bennelong Foundation and Regan Bush for their support and for inviting our charityto be part of this wonderful event and finally a massive thanks to those in the audience who chose Home-start Surrey Heath - just incredible!
HOME-START SURREY HEATH TRUSTEES, REPORT {CONTINUEDI IINCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2024 UPWORK ,1 Our popular weekly Best Start in Life IBSILI group is held each Tuesday from 10 to 1130 at High Cross Church. We also invite along guests who bring their own specialist knowledge and share valuable information with families, including the CAB who come along regularly. A huge thank you to Carly, Family Support Worker from Barnardo's Family Centre, who come5 along every other week to talk to parents, provide information about training, answer any concerns and also story time at the end for us. A big thank you also to Irena, an Early Years Practitioner from the CHES team (Community Health Early Support) part of Children's Health Surrey who also comes along regularly to our group. She takes the time to talk to each parent individually and Spends time with them to talk about any concerns they have or advice they need around speech and language, sleep, etc. The walks have been a godsend to me last year so thank you so much Our weekly Pram Walk is held at Frimley Lodge Park each Thursday from 1030 to 1130 and. like our BSIL Group, is now a well- established weekly group for local families. Our staff member and volunteer venture out in all weathers each week and help make this group such a success. They meet parents with babie5 in their prams/push chairs for a walk and chat, to improve parental mental health and reduce isolation. We help them make new friends and improve physical health and wellbeing by getting out in the fresh air. We then treat them to a cup of tea and cake in the cafe. io
HOME-START SURREY HEATH TRUSTEES, REPORT {CONTINUEDI (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2024 Both groups have a WhatsApp group where parent5 can share local events, information, advice, goods and resources with each other. Thank you to one of our volunteers Sarah, who invited families along annually to see her Alpaca5, followed by a picnic on the green at Pirbright. Wewould like to thank all our donors and supporters fortheir generous contribution and commitment to our charity- none of this would be possible without their generous support. So many funders, donors, volunteers and supporters stepped up to help our cause and we're so grateful to all who supported us and the families that we stand alongside. With your support, we can make sure we're there for more parents and families now and in the futu re. Absolute Water Solutions. ADP. Albert Hunt Trust. Andrew Townsend. avmltd.co.uk. Babygear. BBC Children in Need. Bennelong Foundation; Betty Worseman. Camberley Wl. Camberley 41 Club. Claire's Cakery. Community Foundation for Surrey. Frimhurst Cha ritable House; Frim ley Fuel Allotments. Garfield Weston Foundation; Haskins; Home-start Surrey. Jagermeister. Music with Mummy Camberley. Mytchett Ministries. The National Lottery - Awards for All. Pi ne Ridge Lad ies Golf Circle. Rotary Club of Camberley; SC Johnson. St Faiths Charitable Trust. Shanly Foundation. Stratus Cars. Surrey County Council. Surrey Heath Lottery; Tesco Sandhurst. Truglaze,. Utility Warehouse,. Ultra Finishes. Woodward Charitable Trust. Voluntary Services North Surrey, We have a fantastic team of volunteers who are part of our fundraising committee - Anne, Angela, Chris, Emma, Joanna, Jo and Lydia, who put on various events throughout the year. Over the past year they have raised a fantastic £3000for us at amongst others a Race Night, Lightwater Fair, an afternoon tea and a Paint & Sip and we sincerely thank them for their help and support- it's not an easy task sourcing raffle prizes, manning stalls and hosting events. a big thank you to Joanna and Amy, who have helped our manager with some funding applications. li
HOME-START SURREY HEATH TRUSTEES, REPORT ICONTINUEDI (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2024 00000000000000 12
HOME-START SURREY HEATH TRUSTEES, REPORT ICONTINUEDI (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2024 35 YEARS OF SUPPORTING FAMILIES! Home-start Surrey Heath was launched in May 1989 as a charity, beingjointly funded between Social Services and National Children's Homes for its initial three years. The charity's first anniversary was celebrated with a visit from H RH the Princess Royal and coverage by the local media. At the end of this initial th ree-yea r period, Social Services agreed to cover the NCH share ofthe funding and the charity became independent on I, April 1992. In April 2003, the charity got partfunding from the WokingArea Primary Care Trust and finally became full- time in May of that year. 11? The core work of the scheme has always been home visiting, but several Family Groups have been in operation at various times in response to local demand, In March 2004, a Family Group workerjoined the team for 18 monthstowork in a newlyfunded Family Group. The funding for this group came from community money provided by local councillors, We also ran a Family Group for a term in 2009 at the Pine Ridge Sure Start Children's Centre. We ran a group at Garrison Community Hall, Deepcut. This was established in March 2010, after we were approached by the Army Welfare Officer with regard to running a Home-start group for Army parents, and we finally closed its doors in October 2014 after regiment were relocated. This group was also open to families beingsupported through home-visiting. In 2011, we secured funding to run a 10-week Depression Support Group, facilitated by a Clinical Psychologist and Home-start Senior Organiser. Volunteers and staff manned a crèche and Pine Ridge Children's Centre provided accommodation and facilities. We began a Pram Walk and Talk early in 2021 for new mumswith babies, at Frimley Lodge Park. This group is on a Thursday morning. In June 2021, we began a Best Start in Life Group at High Cross Church in the centre ofcamberley. In 2013, the charity became part of a consortium of 8 local Surrey Home-starts under the umbrella of Home-start Surrey. We have moved several times throughout the area before coming to our current location at Stuart House, Plantation Row, in 2007. Until 2013, we received a grant from Surrey County Council for approximately 9596 of our work. Unfortunately, this has been cut over the years, whereby we now only receive about 15 % from them indi rectly. We are currently funded by grant givi ng organ isations, i ndividual and busi ness donations, grants, and general fundraising appeals, to whom we are extremelythankful and hope we can continue foranother 35 years. Ih In M ay 2024, the charity celebrated its 35 year of supporting fa milies i n the borough we are the oldest local Home-start in Surrey. The logos and rebrands over the years ME STIRT t*R Home•Start upport and frlend8hl or &milies Surrey Heath
HOME-START SURREY HEATH TRUSTEES, REPORT {CONTINUEDI (INCLUDING DIRECTORS. REPORTI FOR THE YEAR ENDED 31 MARCH 2024 Financial Review Financially a very healthy position well done Steph and herteam compared to last year. Increase in total income from £55k to £146k driven by increased grants from BBC Children In Need £30k, National Lottery £20k, Bennelong £13k and Frimley Allotments £23k as the major contributors a portion of which is restricted only £18k though. - As a result, cash at bank has increased from £69k to 123k as at end of March 24 Expenditure has been kept in li ne with no material increases in staff or other direct or indirect costs Reserves at the year end were £121,223 ofwhich £101,410 was unrestricted lincluding £18,000 designated) and £19,813 was restricted. Reserves pollcy The trustees have set a reserves policy that states that reserves are maintalned at a level, which ensures that Home-start's core activity could continue during a period of unforeseen difficulty, if the main supply of funding is curtailed. Therefore, 6 months operating costs will be held in reseNe in order to safeguard the scheme. In the event of the amount falling below this level, then all attempts will be made to restore it as soon as Is reasonably possi ble. The trustees, ort was approved by the Board of Trustees. Mlke Allen- Chalr Trustee Dated:....dq. 14
HOME-START SURREY HEATH TRUSTEES, REPORT ICONTINUEDI (INCLUDING DIRECTORS, REPORTI FOR THE YEAR ENDED 31 MARCH 2024 JOIN US MONDAY TH 11 NOVEMBER AT 1130AM AT ST PAULS CHURCH CAMBERLEY FOR OUR ANNUAL REVIEW For supporL to volunteer or to donate contart: Home-start Surrey Heath, Unit I, Stuart House, Plantation Row, Camberley, Surrey GU15 3ER T.. 01276 681121 E: office@horne-startsurreyheath.org.uk W: www.home-startsurreyheath.org.uk Home-start Surrey Heath, Company No 5624606 ReRistered Charity England and Wales 1114199 15
HOME-START SURREY HEATH INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF HOME-START SURREY HEATH I report to the trustees on my examination of th8 financial slalemenls of Home-start Surrey Heath Ilhe charity} for the year ended 31 March 2024. ResponsSbilitles and basis of report As the trustees of the charity land also its directors for the purposes of company law} you are responsible for the preparation of the financial statements in accordance with the requirements of the Companies Act 2006 Ilhe 2006 Acti. Having satisfied myself that the financial statements of the charity are not required lo be audited under Part 16 of the 2006 Act and are eligible for indepèndent examination, I report in respect of my 6xaminalion of the charity's financial slalemenls carried out under section 145 of the Charities Act 2011 {Ihe 2011 Acll. In carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145{5llbl of the 2011 Act. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a 'lrue and fair. view and the report is limited lo thos8 mallers sel out in the statement below. Independent examlner's statement I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause lo believe that in any material respect.. accounting records were not kept in respect of the charity as required by section 386 of the 2006 Act., or the financial slalements do not accord with those records., or the financial statements do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a tru8 and fair view which is not a matter considered as part of an independent examination.. or the financial statements have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities applicable lo charities preparing their accounts in accordance with th8 Financial Reporting Standard applicable in the UK and Republic of Iréland IFRS 1021. I have no concèrns and have Gome across no other mallers in connection with the examination to which attention should be drawn in this report in order lo enable a proper understanding of the financial statements to be reached. Ffuj Francès Wllde FCCA DChA Warner Wilde Chartered Certified Accountants 4 Marigold Drive Bisley Surrey GU24 9SF Dated: 10 September 2024 16-
HOME-START SURREY HEATH STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 31 MARCH 2024 Unrestricted Rostrlcted funds funds 2024 2024 Total Unrestricted Restrlcted funds funds 2023 2023 Total 2024 2023 Notes Income from: Donations and legacies Other trading activities Investments 122,225 4,064 2,021 18,000 140.225 4,064 2.021 40.234 4.615 1.138 9,000 49,234 4,615 1.138 Total Income 128.310 18,000 146,310 45.987 9,000 54,987 Expendlture on: Raising funds Charitable activities 117 53.186 117 83,617 87.480 7,143 94,623 30,431 Tolal oxpfrndlture 87.480 7,143 94,623 53.303 30,431 83,734 Nèt Sncomel{expendlturel 40.830 10,857 51,687 17,316) (21,431) {28,7471 Transfers between funds 3,464 {3,464} Net movement In funds 44.294 7,393 51,687 17,316) (21,431) {28,747} RèconcllSatlon of funds: Fund balances at 1 April 2023 62,713 6,823 69,536 70,029 28.254 98,283 Fund balances at 31 March 2024 107,007 14,216 121,223 62,713 6,823 69.536 The slalement of financial activities includes all gains and losses recognised in Ihe yèar. All income and expenditure derive from continuing activities. 17-
HOME4TART SURREY HEATH BALANCE SHEET ASAT 31 MARCH 2024 2024 2023 Notes Flxed assots Tangible assets 13 508 1,011 Current assots Debtors Cash al bank and In hand 14 1,757 123,003 1.071 69.441 124,760 70.512 Credltors: amounts falllng duo wlthln one yoar 15 {4.045) 11,987) Not currènt a$$ets 120,715 68,525 Total a660t81888 currant Ilabllltlos 121,223 69.536 Tho lunds of th8 charlty Reslricled income funds Unrestricted funds 17 18 14,216 107,007 6,823 62,713 121,223 69,536 The company is enlilled to the exemption Irom the audit requirement contained In se¢llon 477 of the Companies Act 2006, for the year end8d 31 March 2024. The director8 acknowl8dgè thèir rosponsibilities for complying with tho requirements of th8 Compan18s Act 2006 with respect to accounting records and the preparation of financial slalements. The members havè not required the company lo obtain an audit of ils financial statements for th8 year in question In aG¢ordance with 8eclion 476. Thgse flnanclal statements have been prepared in accordance wlth the provlslons appllcablg to companles sublect lo the sm811 companies regime. The finan emenls were approved by the trustees on Mike Allen - Chair Trustse shP el - Treasurer Trust0• Company reglslratlon number 5624606 (England and Wales)
HOME-START SURREY HEATH NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024 Accounting policies Charlty Information Home-slart Surrey Heath is a private company limited by guarantee incorporated in England and Wales. The registered office is Unit 1, Sluart House, Plantation Row, Camberley. Surrey. 1.1 A¢¢ountlng convenllon The finarncial statements have been prepared in accordance with the charity's governing document. the Companies Act 2006 and "Accounting and Reporting by Charities.. Statement of Recommended Practice applicable lo charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 1021 {effective 1 January 2019}" The charity is a Public Benefit Entity as defined by FRS 102. The charity has taken advantage of the provisions in Ihe SORP for charities applying FRS 102 Upda18 Bulletin 1 not to prepare a Statement of Cash Flows. The financial statements are prepared in sterling, which is the functional currency of the charity. Monetary amounts in these financial statements are rounded lo the nearest £. The accounts have been prepared under th6 historical cost convention. The principal accounting policies adopted are set out below. 1.2 Golng concern Al the lime of approving the financial statements, the Iruslees have a reasonable expectation that the charily has adequate resources to continue in operational existence for the foreseeable future. Thus the trustees continue to adopt the going concern basis of accounting in preparing the linancial slatemenls. 1.3 Charitable funds Unreslricled funds are available for use al the discretion of th@ Irust8as in furtherance of their charitable objectives. Reslricled funds are subject lo specific conditions by donors or grantors as to how they may be used. The purposes and uses of the reslricled funds are sel out in the notes to the financial slalemenls. Endowment funds are subject to specific conditions by donors that the capital must be maintained by the charity. 1.4 Incomo Income is recognised when the charity is legally entitled lo il after any performance conditions hav8 been mel, the amounts can be measured roliably, and il is probable that income will be received. Cash donations are recognised on receipt. Other donations are recognised once the charity has been notified of the donation, unless performance conditions require deferral of Ihe amount. Income tax recoverable in relation lo donalions received under Gift Aid or deeds of covenant is recognised 31 the time of the donation. Legacies are recognised on receipt or otheNise if the charity has been notified of an impending distribution, the amount is known, and receipt 15 expected. If the amounl is not krsown, the legacy is Irealed as a conlingenl asset. 19-
HOME-START SURREY HEATH NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 Accountlng policies (Continued) 1.5 Expenditure Basic financial liabilities. including creditors and bank loans are initially recognised at transaction price unless the arrangement constilules a financing Iransaclion, where the debt instrument is measured at the present value of the future payments discounted at a market rale of interest. Financial liabilities classified as payable within one year are not amortised. Debt instruments are subsequently carried at amortised cost, using the effective interest rate method. Trade Cfedilors are obligations to pay for goods or seTViCeS that have been acquired in the ordinary course of operations from suppliers. Amounts payable are classified as current liabilities if payment is due within one year or less. If not, they are presented as non-currenl liabilities. Trade creditors are recognised initially al transaction price and subsequently measured at amortised cost using tho effective interest method. 1.6 Tanglble flxod assets Tangible fixed assets are initially measured al cost and subsequently measured al cost, nel of deprèeialion and any impairm8nt losses. Depreciation is recognised so as lo write off the cost or valuation of assets less their residual values over their useful lives on the following bases.. Computers 200/0 slraighl line The gain or loss arising on the disposal of an asset is determined as the difference between the sale proceeds and the carrying value of the asset, and is recognised in the slalemenl of financial aclivilies. 1.7 Impalrment of flxed assèts Al each reporting end dale, the charity reviews the carrying amounts of ils tangible assets to determin8 whether there is any indication that those assels have suffered an impairment loss. If any such indication tXi51s, the recoverable amount of the asset is estimated in order to determine the ext8nl of the impairment loss lif any). 1.8 Cash and cash equlvalènts Cash and cash equivalents include cash in hand. deposits held al call with bank5. other short-term liquid investments with original malurilies of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities. 1.9 FinancSal Instruments The charity has elected to apply the provisions of Section 11 'Basic Financial Instruments, and Section 12 'Other Financial Instruments Issue5, of FRS 102 to all of its financial instruments. Financial instruments are recognised in the charity's balance sheet when the charity becomes party lo the contractual provisions of the instrument. Financial assets and liabilities are offset. with the net amounts presented in Ihe financial statements, when there is a legally enforceable right to set off the recognised amounts and there is an intention lo sellle on a nel basis or to realise the asset and settle the liability simultaneously. Basic financlal assets Basic financial assets, which include debtors and cash and bank balances, are initially measured al transaction price including transaction costs and are subsequently carried al amortised cost using the effective interest method unless the arrangemenl constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted al a market rate of interest. Financial assets classified as receivable within one year are not amortised. -20-
HOME-START SURREY HEATH NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 Accounting policlos {Continuedl Basic financlal liabilities Basic financial liabilities, including creditors and bank loans are initially recognised al transaction price unless the arrangement constitutes a financing Iransaclion, where the debt instrument is measured al the present value of the future payments discounted al a market rate of interest. Financial liabilities classified as payable wilhin one year are not amortised. Debt instruments are subsequently carried al amortised cost. using the effective interest rate method. Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of operations from suppliers. Amounts payable are classified as current liabilities if payment is due within one year or less. If not. they are presented as non-current liabilities. Trade creditors are recognised initially al transaction price and subsequently measured al amortised cost using the effective interest method. Derecognltlon of Ylnanclal Ilabllltles Financial liabilities are derecognised when the charity's conlraclual obligations expire or are discharged or cancelled. 1.10 Employee beneflts The cost of any unused holiday entillemenl is recognised in the period in which the employee's services are received. Termination benefits are recognised immediately as an expense when the charity is demonstrably committed to terminate Ihe employment of an èmployee or to provide termination benefits. 1.11 Retlrement beneflts Payments lo defined contribution retirement benefit schemes are charged as an expense as they fall due. 1.12 Debtors Debtors are recognised at the amount due after any trade discount off6red. Prèpayments are valued al the amount prepaid after any discounts due. 1.13 Creditors Creditors are recognised where Ihe charity has a present obligation arising from a past event that is likely to result in a transfer of funds lo a third party and the amount due can be measured or eslimaled reliably. Creditors are recognised after taking account of any discounts due. Crltl¢al ac¢ountlng estlmatès and judgements In the application of the charity's accounting policies, the trustees are required to make judgements, estimates and assumptions about the carrying amount of assets and liabilities that are not readily apparènt from other sources. The eslimales and associated assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates. The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised where the revision affects only that period, or in the period of the revision and future periods where the revision affects both current and future periods. 21
HOME.START SURREY HEATH NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 Income from donations and legacies Unrestricted Restricted funds funds 2024 2024 Total Unfestrlcted Restricted funds funds 2023 2023 Total 2024 2023 Donations and gifts Grants 9,592 112,633 9,592 130,633 10,888 29,346 10,888 38,346 18,000 9,000 122.225 18,000 140,225 40,234 9,000 49,234 Donatlons and glfts Surrey Heath Lollery Mychell Minisleries Camberley 41 Club Pine Ridge Ladies Corporate Rotary Clubs Other 298 2.000 1.830 3.030 298 2,000 1,830 3,030 446 5,000 2,310 2,000 458 446 5.000 2.310 2.000 458 1,250 1,184 1.250 1.184 674 674 9,592 9,592 10.888 10,888 Grant8 Surrey County Councll BBC Children in Need Bennelong Community Foundation for Surrey National Lottery Garfield Weston Frimley Allotments Other 22,233 30,000 12,900 22,233 30,000 12,900 19,108 19.108 5,000 10,000 5,000 20,000 7,500 23,000 10,000 9,000 9,000 10,000 7,500 10,000 20,000 13,000 110,0001 10,238 10,238 112.633 18,000 130,633 29,346 9.000 38,346 Income from other trading activities Unrestrlcted Unrestrlcted funds funds 2024 2023 Fundraising evènts 4.064 4.615 -22-
HOME-START SURREY HEATH NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 Income from investments Unrestrlcted Unrostricted funds funds 2024 2023 Interest receivablè 2,021 1.138 Expendlture on ralslng funds Unrestrlcted Unrestrlcted funds funds 2024 2023 Fundralslng and publlclty Other fundraising costs 117 Expenditure on charitable actlvltles Charltable actlvltles 2024 Charltablè actlvlties 2023 DSre¢t costs Staff costs Oepreciation and impairment Volunteer expenses Staff expenses Premises Stationery, printing and copying Telephone and internet Levy lo consultancy and subscriptions Family events 68,552 613 524 1,838 7,344 2,547 1,255 1,174 4,613 59,388 590 577 1,248 7,773 2,121 1,297 1,489 3,977 88,460 78,460 Share of support and governance costs (see note 81 Support Governance 4,825 1,338 3,867 1,290 94,623 83,617 Analysis by fund Unrestricted funds Reslricled fund5 87,480 7,143 53.186 30.431 94,623 83,617 -23-
HOME-START SURREY HEATH NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 Support costs allocated to activities 2024 2023 Volunteer training Sundriues and consumables Insurance Professional fees Staff training IT and computer costs Governance costs 287 106 1,162 443 660 2.167 1.338 103 1,316 1,375 626 136 311 1,290 6,163 5,157 Analysed between: Charitable activities 6,163 5,157 2024 2023 Governance Costs comprlso: Independent Examiners, fees 1,338 1,290 1,338 1,290 Net movement In fund8 2024 2023 The nel movement in funds is staled after chargingllcrediling).. Depreciation of owned tangible fixed assets 613 591 10 Trusteos None of the trustees lor any persons connected with them) received any remuneration during the year, Two (2023.. three) trustees were reimbursed a total of £253 {2023- £270). 11 Employees The average monthly number of employees during the year was.. 2024 Number 2023 Number 24-
HOME-START SURREY HEATH NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 11 Employees (Continued) Employment costs 2024 2023 Wages and salaries Other pension costs 64,069 4,483 55,492 3,896 68,552 59,388 There wer8 four part lime staff equating to approximately 2 {2023.' 2) full time equivalents. There were no employees whose annual remuneration was more than £60,000. 12 Taxation The charity 15 exempt from taxation on ils activities because all ils incomè is applied for charitable purposes. 13 Tanglble flxed assets Computers Cost Al 1 April 2023 Additions 2,953 111 Al 31 March 2024 3,064 Depreclatlon and Impalrment Al 1 April 2023 Depreciation charged in the year 1,943 613 Al 31 March 2024 2.556 Carrylng amount Al 31 March 2024 508 Al 31 March 2023 1,011 14 Debtors 2024 2023 Amounts falling due wlthln one year: Other debtors 1,757 1.071 25-
HOME-START SURREY HEATH NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 15 Creditors.. amounts falling due within one year 2024 2023 Other laxalion and social security Trade creditors Other creditors Accruals 2,308 190 442 1,105 696 1,291 4,045 1,987 16 Retlrement benefSt schemes 2024 2023 Deflned contrlbutlon schemes Charge lo profit or loss in respect of defined contribution schemes 4,483 3,896 17 Rastricted funds The restricted funds of the charity comprise the unexpended balances of donations and grants held on trust subject lo specific conditions by donors as lo how they may be used. At 1 Aprll 2023 Incoming resources Resources expended Transfers At 31 March 2024 Frimley Fuel Allotmènls - Anlenalal Family Fund National Lottery Pram Walk National Lottery BSIL CIN Booster SCJ Poverty Fund - CFS St Faith's 3,000 (5501 2.450 740 4,000 5,831 420 740 4,000 6,000 11691 14201 18041 (4,6641 15361 840 811 4,432 5,000 {4,000) 536 768 6,823 18,000 17,1431 13,464) 14,216 -26-
HOME-START SURREY HEATH NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 17 Restricted funds (Continued) Previous year: At 1 April 2022 Incoming resources Resources expended Transfers At 31 March 2023 Family Fund Database upgrade CIN Booster National Lottery Henry Smith SCJ BSIL PWT Poverty Fund - CFS Family Support Project- CFS 1,365 500 1.261 10,000 10.000 1,622 1,837 1,669 (6251 (5001 1421) 110,000) 110,000) {811) {1,837) {1,669} 1568} {4,000) 740 840 811 5.000 4,000 4,432 28,254 9,000 30,431 6.823 Frimley Fuel Allotments.. The Family Fund.. This provides funds for emergency needs identified within families such as for safely equipment {slair gales etc.) or food or other necessities Henry Smith- for 1 co-ordinator salary SCJ covering volunteer expenses, excluding the prep training course BSIL - Best Start In Life family group for children activitiès and parent group activities PWT - Pram Walk and Talk for parents and children outdoor activities 18 Unr8Strlcted funds The unreslricled funds of the charity comprise the unexpended balances of donations and grants which are not subject lo specific conditions by donors and grantors as to how they may be used. These include designaled funds which have been sel aside out of unrestricted funds by the Iruslees for specific purposes. At 1 April 2023 Incoming resources Resources expended Transfers At 31 March 2024 Designated Redundancy Contingent General funds 18,000 44,713 18,000 89.007 128.310 (87,4801 3,464 62,713 128.310 {87.4801 3,464 107,007 27-
HOME-START SURREY HEATH NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 18 Unrostrlcted funds (Continued) Prevlous yoar: At 1 Aprll 2022 Incoming resources Resources expended Transfers At 31 March 2023 Staff Responsibility Fund General funds 18,000 52,029 18,000 44,713 45,987 {53.3031 70,029 45.987 53,303 62,713 Designated Redundancy Conlingenl.. The Iruslees estimate approx. £18,000 required to cover the slaff redundancy costs should the charity become the victim of closing down in the future. 19 Analysis of net assets between funds Unrestricted funds 2024 Restricted funds 2024 Total 2024 At 31 March 2024: Tangible assets Current a5setsllliabilities} 88 106,919 420 13,796 508 120,715 107,007 14,216 121,223 Unrestrlcted funds 2023 Restrlcted funds 2023 Total 2023 At 31 March 2023: Tangible assets Current a5setsllliabilities) 171 62,542 840 5,983 1,011 68,525 62,713 6,823 69,536 28-
HOME-START SURREY HEATH NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024 20 Operating lease commitments Lessee The operating leases represent rentals payable for a Xerox photocopier. The lease is for a minimum period of 3 years, extendable lo 5. Al the reporting end dale th8 charity had oulslanding commitments for future minimum lease payments under non-cancellable operating leases, which fall due as follows: 2024 2023 Within one year B8lween two and five years 1,217 2,130 1,217 3.348 3,347 4,565 21 Related party transactions There were no disclosable related party transactions during the year (2023 - none). 22 Contingent Llablllty The charity did participate in a multl-8mployer scheme which was a defined benefit scheme in the UK.11 is not possible for the company lo obtain sufficient information lo enable it to account for the scheme as a defined benefit schemé. Therefore il accounts for the sch6m8 as a défined contribution scheme. The Charity ceased contributions into the scheme in September 2013. Home-slart Surrey Heath is not currently required lo make any contribution lo the funding deficit. The potential debt. based on information as at 30 September 2022, is disclosed as a contingent liability. The estimate of the potential amount due on withdrawal from the pension scheme is £1.989. 29-