Annual Report April 2023- March 2024
5 South 4 5 Home-Start Birmingham South is a company Limited by guarantee. 4 Registered in England and Wales no. 5746423 Registered Office: Hampstead House, Condover Rd, 5 West Heath, Birmingham B31 3QY Registered charity no 1114872 5 5 5 5 5 AA AANAAAAAAAAAAAAAW
Report from the Vice-Chair of Trustees
Our work with families, who are facing many challenges and pressures of everyday life, continues with the same steady approach as always. This year we have supported 128 families, where 280 children have benefitted from our support. Our core work is to recruit and train volunteers to help families in their own homes.
Sadly, this year we have been notified that our funding from Birmingham Forward Steps, which covers much of our core work, will be cut and we will need to apply for more funding from other sources. Our donors are all so important to us, and we are lucky to have their continued support through these uncertain times.
We have been fortunate to secure funding from Awards for All to employ a targeted support worker to help with the more complex issues, this has had an extremely positive impact on the families we have been able to support.
Our weekly run family nurture group continues to offer a safe space for children to learn through play, spend quality time with their parents and to teach them vital skills in readiness for their progression into nursery and school. We are also able to offer the families, who attend group, outings, and trips that they would otherwise not have had the opportunity to experience. We are extremely grateful to the National Lottery who fund this group.
I would like to thank our staff and volunteers who all continue to work hard, despite all the changes, to give each family who accesses our services the best possible outcomes. And to thank all the trustees, who voluntarily work very hard to support the staff and volunteers. It is a great team effort.
Since the end of the year our Chairperson Kate Routley stood down due to the passing of her husband Graham Routley, who was also a long-standing Trustee. We are very grateful to Kate and Graham for their hard work and commitment during their years with Home-Start Birmingham South. We will greatly miss their involvement.
Vivienne Miller
Vice-Chair of Trustees (2023-24)
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 many challenges they are facing. Families referred to our service can also access our weekly run Family Nurture Group where children under five 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 organisations and families can also selfrefer. 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 to help families reach their potential.
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 continue to make improvements to our service delivery.
To meet the needs of every child referred to our service and to help give them the best possible start in life.
Grants and donations were received from:
●Birmingham Forward Steps ●The National Lottery ●Awards for All
●Mr and Mrs Garrod ●The Cole Charitable Trust ●Eveson Trust ●Sir John Middlemore ●Mr Osborn ●Roger & Douglas Turner Trust ●Post-code Lottery ●Easyfundraising ●Barnett Waddingham ●Infosys ●We Are All Making a Difference
We are extremely fortunate that Pure Offices at Longbridge have chosen Home-Start Birmingham South as their charity of the year. The staff have been busy raising funds for us throughout the year.
Christmas gifts donated by Infosys Pure Offices Birmingham City Mission Christmas Hampers Donated by Birmingham Basket Brigade
We are extremely grateful for any grants and donations received, it helps us to continue providing the much-needed intervention and support to the vulnerable and disadvantaged families who we work with.
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
We have welcomed two new Trustees to the board. Stephanie Phillips and Jean-Luc Oliveira-Priez
Staff Team
Joanne Taylor - Manager Sonia Barrett-Hawkins – Family and Volunteer Co-ordinator Sarah McDowall – Family and Volunteer Co-ordinator Michelle Gauntlett – Family Group Co-ordinator Sarah-Jane Tancred – Targeted Support Worker Justine Cull – Family Group Assistant Dawn Pulford – Admin Assistant
Volunteers
Anne Marie Henry Geraldine Quinn Lisa Strawford Stacey Nolan Justine Cull Fiona Doherty Melissa Afuye Ian Forrest Sarah Thornton Cristina Muresan Juliette Faulkner Emma Harman *Sherelle Nelson
Our Volunteers gave their valuable time to support families to achieve their goals. We cannot thank them enough for their hard work & commitment.
Home-Start Birmingham South
( A Charitable Company limited by guarantee)
Year ended 31st March 2024
Company Number 5746423 Charity Number 1114872
Home-Start Birmingham South
Financial statements
Year ended 31st March 2024
| 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 Stephanie Phillips Appointed 19 April 2024 Jean-Luc Oliveira-Priez Appointed 9 February 2024 Graham Routley Resigned 30 August 2024 Kate Routley Resigned 21 October 2024 Sandra Walton Charity Number 1114872 Company Number 5746423 Registered Office Hampstead House Condover Rd West Heath Birmingham West Midlands B31 3QY
page 1
Home-Start Birmingham South
Trustee's Annual report for Year ended 31 March 2024
The directors who are also trustees of the charity present their accounts for the year ended 31 March 2024
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 senior organiser 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: 128 Number of children supported: 280 Number of children under 5: 173 Number of children 5+: 107 Number of families receiving family group only support: 18 (Families receiving both Family Group and Volunteer Support: 17) Number of children with a child protection plan: 19 Number of children with a child in need plan: 24 Number of children with an Early Help Plan: 29 Number of children with a disability: 17 Parents with a disability: 4 Number of lone parents: 84
Referral sources:
Family Support Workers: 48 Health Visitors: 8 Mental Health Service: 4 Other Home-Starts: 4 Social Workers: 10 Doctor/Midwife: 7 Perinatal: 5 Other: 7 Self: 6
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 2024
Financial Review
The Statement of Financial Activities shows an income of £177,868 (2023 £163,018 ) and expenditure of £145,412 (2023 £126,345) resulting in a surplus of £32,456 (2023 surplus £36,673)
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 2024 the reserves are well in excess of this target but due to a 50% reduction in funding from 1 November 2024 from our contract the future financial viability is uncertain and these reserves will be required in the short term to cover the expected shortfall.
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:
(a) select suitable accounting policies and apply them consistently
(b) make judgments and estimates that are reasonable and prudent
(c) prepare the financial statements on an on going concern basis unless it is inappropriate
(d) 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
V.A.Miller
Vivienne Miller Director & Trustee 18 November 2024
page 3
Home-Start Birmingham South
Year ended 31st March 2024
INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES
I report on the accounts for the year ended 31 March 2024 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
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(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 : 18 November 2024
Page 4
Home-Start Birmingham South STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2024
| 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 2024 £ - - - 26,841 26,841 36,480 - 36,480 (9,639) 13,018 18 - 3,361 |
Unrestricted Funds 2024 £ 460 54 1,524 148,989 151,027 108,707 225 108,932 42,095 75,362 18 117,475 |
Total Funds 2024 £ 460 54 1,524 175,830 177,868 145,187 225 145,412 32,456 88,380 - 120,836 |
Total Funds 2023 £ 560 121 431 161,906 |
|---|---|---|---|---|
| 163,018 | ||||
| 126,107 238 |
||||
| 126,345 | ||||
| 36,673 | ||||
| 51,707 - |
||||
| 88,380 |
There were no recognised gains or losses for 2024 or 2023 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 2024
| 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 |
2024 £ £ £ £ - - 220 187 122,424 91,702 122,644 91,889 1,808 3,509 120,836 88,380 120,836 88,380 3,361 13,018 117,475 75,362 120,836 88,380 2023 |
2024 £ £ £ £ - - 220 187 122,424 91,702 122,644 91,889 1,808 3,509 120,836 88,380 120,836 88,380 3,361 13,018 117,475 75,362 120,836 88,380 2023 |
|---|---|---|
| 88,380 | ||
| 13,018 75,362 |
||
| 88,380 |
For the year ended 31 March 2024 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;
-
The members have not required the company to obtain an audit of its accounts for the year in question in accordance with section 476,
-
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 18 November 2024
A Guest
A Guest Hon Treasurer and Trustee
page 6
Home-Start Birmingham South
Notes to the accounts
Year ended 31st March 2024
1. Accounting Policies
(a) Basis of Accounts Preparation
The financial statements are prepared under the Historic Cost Convention and in accordance with Accoun Reporting by Charities - Statement of Recommended Practice (SORP 2005) and Accounting Standards an Charities Act 1993
(b) Incoming Resources
Recognition of incoming resources
These are included in the Statement of Financial Activities (SoFA) when:
-
the charity becomes entitled to the resources;
-
the trustees are virtually certain they will receive the resources; and
-
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 pa resources.
Governance costs
This includes costs of the preparation and examination of statutory accounts, the costs of trustee meetings 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 consi 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 valued
Office Equipment is depreciated on a 20% written down basis
page 7
Home-Start Birmingham South
Notes to the accounts
Year ended 31st March 2024
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 Infosys Unrestricted Birmingham Community Healthcare The Eveson Charitable Trust The National Postcode Lottery Estate of Mary Elizabeth Wilson 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 Charitable Trust We Are All Making A Difference Barnett Waddingham Other donations for less than £1000 |
£ - - - 26,631 - - - - 210 - - - - - - - - - - - - - - - 26,841 Restricted |
Unrestricted £ 460 - 460 - - - - - - 70,089 20,000 30,000 20,000 - - - - 2,000 2,000 2,500 1,000 1,400 - 148,989 2024 |
Total £ 460 - |
2023 Total £ 560 - |
|---|---|---|---|---|
| 460 | 560 | |||
| 26,631 - - - - 210 70,089 20,000 30,000 20,000 - - - - 2,000 2,000 - 2,500 1,000 1,400 - |
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 |
|||
| 175,830 | 161,906 |
page 8
Home-Start Birmingham South
Notes to the accounts
Year ended 31st March 2024
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 |
2024 2023 Un- £ £ restricted Restricted Total Total 94,183 31,252 125,435 109,510 6,683 1,225 7,908 7,115 0 2,200 2,200 1,347 1,784 485 2,269 1,709 2,455 479 2,934 2,313 979 0 979 928 2,623 839 3,462 3,185 |
|---|---|
| 108,707 36,480 145,187 126,107 |
|
| 1,223 0 1,223 1,195 457 98 555 811 28 0 28 75 0 0 0 0 526 531 1,057 521 0 0 0 0 0 0 0 -50 329 18 347 464 0 192 192 97 60 0 60 72 |
|
| 2,623 839 3,462 3,185 |
| 4. Governance costs Statutory accounts preparation and Independent Examination AGM Expenses Total |
2024 2023 £ £ 200 200 25 38 |
|---|---|
| 225 238 |
page 9
Home-Start Birmingham South
Notes to the accounts
Year ended 31st March 2024
| 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 2023 Additions Disposals Cost as at 31 March 2024 Depreciation as at 1 April 2023 Charge for the year On disposals Depreciation as at 31 March 2024 Net Book Value as at 31 March 2024 & 2023 7. Debtors Prepayments HMRC |
2024 £ 118,650 3,720 3,065 125,435 1 4 1 1 7 2024 Total £ - - - - - - - - - 2024 £ 220 - 220 |
2023 £ 103,658 3,220 2,632 |
|---|---|---|
| 109,510 | ||
| 1 3 1 1 |
||
| 6 | ||
| 2023 Total £ - - - |
||
| - | ||
| - - - |
||
| - | ||
| - | ||
| 2023 £ 187 - |
||
| 187 |
page 10
Home-Start Birmingham South
Notes to the accounts
Year ended 31st March 2024
| 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 Infosys |
Fund Balances Brought Forward 1 April 2023 £ 3,517 9,501 - 13,018 |
Incoming Resources £ 26,631 - 210 26,841 |
Transfer £ - - 18 - 18 - |
2024 £ 205 122,219 122,424 2024 £ 310 165 606 727 1,808 Outgoing Resources £ 26,787 9,501 192 36,480 |
2023 £ 117 91,585 |
|---|---|---|---|---|---|
| 91,702 | |||||
| 2023 £ 296 1,759 505 949 |
|||||
| 3,509 | |||||
| Fund Balances Carried Forward 31 March 2024 £ 3,361 - - |
|||||
| 3,361 |
page 11