Annual Report
For period 1[st] April 2022 – 31[st] March 2023
Home-Start Birmingham South is a company Limited by guarantee. Registered in England and Wales no. 5746423
Registered Office: Hampstead House Condover Rd West Heath Birmingham B31 3QY
T: 0121 476 3759 E: contactus@homestartbirminghamsouth.co.uk W: www.homestartbirmingham.co.uk Registered charity no 1114872
Report from Chair of Trustees
I am pleased to confirm that during this year we supported 119 families in our area, this means that 289 children in these families have benefited. Our core work is to improve outcomes for children by training and supporting volunteers to visit families with young children in their homes at least once a week. Some of the issues faced are isolation, mental health difficulties, children’s behavioural issues and problems with budgeting. Volunteers can refer families to other agencies that are available for help and advice. This work is mostly funded by Birmingham City Council. We also run a weekly family group for parents referred to Home-Start. We provide a wide range of activities to encourage parents to engage with their children in games, crafts, singing and stories. Getting used to routines and boundaries help to prepare the children for school. During school holidays there have been three trips for our families which included older siblings. We receive a grant from the National Lottery for this group. We need to apply for extra funding as BCC does not cover our core costs, we are always encouraged by the support of all our donors. (Listed below) Our volunteers are vital to all we do; as well as home visiting they support the Family Group. This year we have not been able to recruit as many volunteers as we need so have increased our coordinators’ hours to ensure that families receive the support they need. Again we are very grateful for the financial support which has made this possible. I would like to thank our staff team and trustees who have enabled Home-Start Birmingham South to provide these services.
Kate Routley Chair of Trustees
Aims & Objectives
What we do Home-Start is a voluntary organisation which offers a unique service to children and their families who live in the Northfield and Selly Oak districts of Birmingham. By providing practical and emotional support in the home environment we help families overcome challenges they are facing. Families referred to our service can also access our weekly run Family Nurture Group where children under 5 and their parent / carer attend to play, socialise, learn, and explore new activities together. We also offer trips and outings where the whole family can attend and spend quality time together. How we do it We receive referrals from many organisations in the community and families can also self-refer. Our experienced staff team and trained volunteers offer help and guidance to the families through the challenging times they are facing. We work closely with local schools, nurseries, health visiting teams, midwives, children’s centres, social workers, and many others to provide the support that is needed. Our future plans To continue building on our core service of volunteers. To continue providing access to Family Nurture Group enabling families to relieve isolation and increase child development. To increase and raise our service profile. To broaden our sources of income. To employ a Targeted Support Worker to work alongside families with more complex needs. To continue to make improvements to our service delivery. To meet the needs of every child referred to our organisation.
Grants & Donations
The Garrod Family Trust The National Lottery Joseph Hopkins & Henry Sayer William Cadbury GJW Turner George Henry Collins Grantham Yorke Trust CB & HH Taylor Sonia Barrett-Hawkins Roger and Douglas Turner The Cole Charitable Trust Sir John Middlemore Roger Osborn Eveson Trust Infosys We are all making a Difference Heart of England Awards for All Edward & Dorothy Cadbury Trust
Christmas gifts donated by
Infosys Deliver Joy Tiddlywinks Nursery Birmingham City Mission
Christmas hampers donated by
Birmingham Basket Brigade
John Lewis provided a ‘Magical Christmas’ to one of our families by gifting them with presents, decorations, and a food hamper. This helped the family to have a very special Christmas and to enjoy the festivities at a time when they were struggling.
All donations and grants help us to meet the increasing demand on our services and to provide intervention support at the time it is needed, preventing the family from reaching crisis point.
Governance & Management
Management Committee
Kate Routley – Chair of Trustees
Vivienne Miller – Vice Chair & Company Secretary
Tony Guest – Treasurer
Sandra Walton – Trustee
Chris Pascal – Trustee
Randal Brew – Trustee
Graham Routley – Trustee Debbie Clancy – Advisor
Staff Team
Joanne Taylor - Manager Sonia Barrett-Hawkins – Senior Family and Volunteer Co-ordinator Sarah McDowall – Family and Volunteer Co-ordinator Michelle Gauntlett – Family Group Co-ordinator Justine Cull – Family Group Assistant Dawn Pulford – Administrative Assistant
Volunteers
We are extremely fortunate to have a team of dedicated volunteers who give their valuable time to support families, helping them through difficult times and to achieve their goals.
Home-Start Birmingham South
( A Charitable Company limited by guarantee)
Year ended 31st March 2023
Company Number 5746423 Charity Number 1114872
Home-Start Birmingham South Financial statements Year ended 31st March 2023
| Page 1 | Charity Information |
|---|---|
| Page 2-3 | Report of the Trustees |
| Page 4 | Independent Examiner's Report |
| Page 5 | Statement of Financial Activities |
| Page 6 | Balance Sheet |
| Pages 7-11 | Notes to Accounts |
Home-Start Birmingham South
CHARITY INFORMATION
Directors Randal Brew Anthony Guest Vivienne Miller Christine Pascal Graham Routley Kate Routley Sandra Walton Charity Number 1114872 Company Number 5746423 Registered Office Hampstead House Condover Rd West Heath Birmingham West Midlands B31 3QY
Treasurer Vice Chair & Company Secretary Chair
page 1
Home-Start Birmingham South Trustee's Annual report for Year ended 31 March 2023
The directors who are also trustees of the charity present their accounts for the year ended 31 March 2023
Directors
The directors as named on page 1 have served either throughout or during the year.
Directors are selected from known relevant networks considering the balance of skills and representation required.
Constitution, object and policies
The organisation is a charitable company limited by guarantee, incorporated in March 2006, The company was established under a Memorandum of Association which established the objects and powers of the charitable company and is governed under its Articles of Association.
In planning the charity's activities for the year the trustees kept in mind the Charity Commission guidance on public benefit at their meetings
The objects of the charity are:
To safeguard, protect and preserve the good health, both physical and mental of children and parents of children
To prevent cruelty or maltreatment of children
To relieve sickness, poverty and need amongst children and parents of children
To promote the education of the public in better standards of childcare
Although an independent scheme, Home Start Birmingham South is affiliated to Home Start U.K.
The manager is responsible for the day to day operational management of the charity
The Charity is grateful, to the number of volunteers who assist and without whom the charity would not exist.
Development, activities and achievements this year.
The charity continues to maintain its core services
For completion, the statistics reported are for the whole year.
Families & Children:
Number of families receiving support: 119 Number of children supported: 289 Number of children under 5: 172 Number of children 5+: 117 Number of families receiving family group only support: 31 (Families receiving both Family Group and Volunteer Support: 15) Number of children with a child protection plan: 3 Number of children with a child in need plan: 12 Number of children with an Early Help Plan: 57 Number of children with a disability: 7 Parents with a disability: 1 Number of lone parents: 65
Referral sources:
Family Support Workers: 45 Health Visitors: 8 Mental Health Service: 4 Other Home-Starts: 3 Social Workers: 9 Doctor/Midwife: 3 Perinatal: 11 Other: 7 Self: 7
Volunteers
Total of newly trained volunteers: 5 Number of volunteers who have left the scheme: 11
page 2
Home-Start Birmingham South Trustee's Annual report for Year ended 31 March 2023
Financial Review
The Statement of Financial Activities shows an income of £163,018 (2022 £128,452 ) and expenditure of £126,345 (2022 £105,892) resulting in a surplus of £36,673 (2022 surplus £22,560)
Reserves Policy
The trustee board consider it prudent to retain unrestricted funds equivalent to a minimum of 3 months core operating expenditure to cover potential short term changes in funding and winding up costs as necessary At 31 March 2023 the reserves are in excess of this target but the board have targeted specific areas that require additional expenditure.
Statement of directors responsibilities
The directors are required under Company Law to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the company and of its results for that period. In preparing those financial statements the trustees are required to:
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(a) select suitable accounting policies and apply them consistently
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(b) make judgments and estimates that are reasonable and prudent
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(c) prepare the financial statements on an on going concern basis unless it is inappropriate to assume that the company will continue in business.
The directors are responsible for the keeping of proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity. They are also responsible for the safeguarding of the assets of the company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
Approval
Home-Start Birmingham South
By order of the Board of Trustees
Kate Routley Director & Trustee 13 November 2023
page 3
Home-Start Birmingham South Year ended 31st March 2023
INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES
I report on the accounts for the year ended 31 March 2023 set out on the following pages
Respective responsibilities of trustees and examiner
The trustees (who are also directors of the company for the purposes of company law) are responsible for the preparation of the accounts. The trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed.
Having satisfied myself that the charity is not subject to audit under company law and is eligible for independent examination, it is my responsibility to:
- (1) Examine the accounts under section 145 of the Charities Act
(2) To follow the procedures laid down in the general directions given by the Charity Commission under section 145 (5) (b) of the Charities Act, and
- (3) To state whether particular matters have come to my attention.
Basis of independent examiners report
My examination was carried out in accordance with the General Directions given by the Charity Commission. 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 you as 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 'true and fair view' and the report is limited to those matters set out in the statement below.
Independent Examiner's Statement
In connection with my examination, no matter has come to my attention:
(a) which gives me reasonable cause to believe that in any material respect the requirements :
(i) to keep accounting records in accordance with section 130 of the Charities Act; and
(ii) to prepare accounts which accord with the accounting records and to comply with the accounting requirements of the Charities Act
have not been met: or
(b) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Angela Weise-Bent, FCCA Chartered Certified Accountant AB Accounting and Taxation Services Limited 17 Gleneagles Drive Great Barr Birmingham, B43 7RX
Date : 13 November 2023
Page 4
Home-Start Birmingham South STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2023
| Notes Incoming Resources Incoming resources from generating funds Voluntary Income 2 Activities for generating funds Bank Interest receivable Incoming resources from charitable activities 2 Total Incoming resources Resources Expended Costs of generating funds: Charitable Activities 3 Governance Costs 4 Total expenditure Net movement in funds for the year Total funds brought forward Transfer between funds Total funds carried forward |
Restricted Funds 2023 £ - - - 38,230 38,230 27,593 - 27,593 10,637 2,307 74 13,018 |
Unrestricted Funds 2023 £ 560 121 431 123,676 124,788 98,514 238 98,752 26,036 49,400 74 - 75,362 |
Total Funds 2023 £ 560 121 431 161,906 163,018 126,107 238 126,345 36,673 51,707 - 88,380 |
Total Funds 2022 £ 886 122 3 127,441 128,452 105,722 170 105,892 22,560 29,147 - 51,707 |
|---|---|---|---|---|
There were no recognised gains or losses for 2023 or 2022 other than those included in the Financial Activities The turnover and deficit are derived from continuing operations
This Statement of Financial Activities incorporates the same information required for an Income and Expenditure account under the Companies Acts
page 5
Home-Start Birmingham South BALANCE SHEET AS AT 31 MARCH 2023
| Note Fixed Assets Tangible Assets for use by the Company 6 Current Assets Debtors 7 Cash at bank and in hand 8 Total Creditors :amounts falling due within one year 9 Net Current Assets Net Assets Represented by Funds Restricted Funds 10 Unrestricted Funds Total |
2023 £ £ - 187 91,702 91,889 3,509 88,380 88,380 13,018 75,362 88,380 |
£ £ - 173 55,712 55,885 4,178 51,707 51,707 2,307 49,400 51,707 2022 |
|---|---|---|
For the year ended 31 March 2023 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to the small companies regime.
Director's responsibilities;
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The members have not required the company to obtain an audit of its accounts for the year in question in accordance with section 476,
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The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts
These accounts have been prepared in accordance with the provisions applicable to companies subject to the small companies regime.
Signed and approved on the behalf of the Board on 13 November 2023
A Guest Hon Treasurer and Trustee
page 6
Home-Start Birmingham South Notes to the accounts Year ended 31st March 2023
1. Accounting Policies
(a) Basis of Accounts Preparation
The financial statements are prepared under the Historic Cost Convention and in accordance with Accounting and Reporting by Charities - Statement of Recommended Practice (SORP 2005) and Accounting Standards and the Charities Act 1993
(b) Incoming Resources
Recognition of incoming resources
These are included in the Statement of Financial Activities (SoFA) when:
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the charity becomes entitled to the resources;
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the trustees are virtually certain they will receive the resources; and
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the monetary value can be measured with sufficient reliability.
Incoming resources with related expenditure
Where incoming resources have related expenditure (as with fundraising or contract income) the incoming resources and related expenditure are reported gross in the SoFA.
Grants and donations
Grants and donations are only included in the SoFA when the charity has unconditional entitlement to the resources.
Contractual income and performance related grants
This is only included in the SoFA once the related goods or services have been delivered.
Investment income
This is included in the accounts when receivable.
(c) Expenditure and Liabilities
Liability recognition
Liabilities are recognised as soon as there is a legal or constructive obligation committing the charity to pay out resources.
Governance costs
Include costs of the preparation and examination of statutory accounts, the costs of trustee meetings and cost of any legal advice to trustees on governance or constitutional matters.
Support Costs
Support costs include central functions and have been allocated to activity cost categories on a basis consistent with the use of resources.
(d) Assets
Tangible fixed assets for use by charity
These are capitalised if they can be used for more than one year, and cost at least £1,000. They are valu Office Equipment is depreciated on a 20% written down basis
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Home-Start Birmingham South
Notes to the accounts
Year ended 31st March 2023
2. Analysis of Incoming Resources
| Voluntary Income Donations Gift Aid Tax rebate Incoming resources from charitable activities Restricted National Lottery Awards Four All Joseph Hopkins & Henry James Sayer Trust GJW Turner Trust CB & HH Taylor Trust Garrod Family Trust Homestart UK Garfield Weston Birmingham City Council - NDSU Unrestricted Birmingham Community Healthcare The Eveson Charitable Trust Garfield Weston Credit Centre UK Baron Davenport's Charity William A Cadbury Charitable Trust The George Henry Collins Trust The Grantham Yorke Trust Heart of England Community Trust Roger & Douglas Turner Trust The Sir John Middlemore Charitable Trust Edward & Dorothy Cadbury Trust The Cole Trust We Are All Making A Difference Other donations for less than £1000 |
£ - - - 25,751 9,979 500 1,000 1,000 - - - - - - - - - - - - - - - - - - - 38,230 Restricted |
Unrestricted £ 560 - 560 - - - - - - - - - 70,089 20,000 - - - 10,000 1,000 2,500 10,813 2,000 2,000 2,000 2,000 1,000 274 123,676 2023 |
Total £ 560 - 560 25,751 9,979 500 1,000 1,000 - - - - 70,089 20,000 - - - 10,000 1,000 2,500 10,813 2,000 2,000 2,000 2,000 1,000 274 161,906 |
2022 Total £ 560 326 886 - - - - - 5,000 8,902 3,916 1,908 70,089 15,000 11,084 6,000 1,000 - - - - - 2,000 - 1,500 1,000 42 127,441 |
|---|---|---|---|---|
page 8
Home-Start Birmingham South Notes to the accounts Year ended 31st March 2023
3 Analysis of Resources Expended
| Charitable activities Direct Costs Salaries, National Insurance and Pensions Premises Rent Family Group Travel & Outings/ Provisions etc Staff and Volunteers Expenses Homestart UK Levy Insurance Allocated Support costs( as detailed below) Total Support Costs Telephone & Internet Stationery & Office Supplies Postage Advertising & Publicity Office Equipment & Computer Expenses Depreciation Legal & Professional Fees Sundry Expenses Training Bank Charges Total 4. Governance costs Statutory accounts preparation and Independent Examination AGM Expenses Total |
2023 2022 Un- £ £ restricted Restricted Total Total 86,273 23,237 109,510 86,009 5,738 1,377 7,115 6,756 0 1,347 1,347 124 1,294 415 1,709 1,572 1,849 464 2,313 2,502 928 0 928 869 2,432 753 3,185 7,890 98,514 27,593 126,107 105,722 1,195 0 1,195 1,132 685 126 811 666 68 7 75 142 0 0 0 0 167 354 521 1,624 0 0 0 0 -50 0 -50 4,085 295 169 464 145 0 97 97 0 72 0 72 96 2,432 753 3,185 7,890 2023 2022 £ £ 200 150 38 20 238 170 |
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Home-Start Birmingham South Notes to the accounts Year ended 31st March 2023
| 5. Staff Costs Wages & Salaries Social Security Costs Pension Costs Total The average monthly number of employees during the year was as follows: Management Field Workers Administrative Staff Sessional Workers 6. Tangible fixed assets for use by the Company Cost as at 1 April 2022 Additions Disposals Cost as at 31 March 2023 Depreciation as at 1 April 2022 Charge for the year On disposals Depreciation as at 31 March 2023 Net Book Value as at 31 March 2023 & 2022 7. Debtors Prepayments HMRC |
2023 £ 103,658 3,220 2,632 109,510 1 3 1 1 6 2023 Total £ - - - - - - - - - 2023 £ 187 - 187 |
2022 £ 88,039 1,875 -3,905 86,009 1 3 1 1 6 2022 Total £ - - - - - - - - - 2022 £ 173 - 173 |
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Home-Start Birmingham South Notes to the accounts Year ended 31st March 2023
8. Bank and Cash
| 8. Bank and Cash Petty Cash Bank Accounts 9. Liabilities Amounts due within one year Accruals HMRC Pension Trade Creditors 10. Restricted Fund Movements National Lottery Award For All Joseph Hopkins & Henry James Sayer Trust GJW Turner Trust CB & HH Taylor Trust Garfield Weston Birmingham City Council - NDSU |
Fund Balances Brought Forward 1 April 2022 £ - - - - - 1,602 705 2,307 |
Incoming Resources £ 25,751 9,979 500 1,000 1,000 - - 38,230 |
Transfer £ - - 28 49 38 - 41 - 74 |
2023 £ 117 91,585 91,702 2023 £ 296 1,759 505 949 3,509 Outgoing Resources £ 22,234 478 528 1,049 1,038 1,602 664 27,593 |
2022 £ 109 55,603 55,712 2022 £ 321 1,605 464 1,788 4,178 Fund Balances Carried Forward 31 March 2023 £ 3,517 9,501 - - - - - 13,018 |
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