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2026-03-31-accounts

Home-start Birmingham South ( A Charitable Company limited by guarantee) Year ended 31st March 2026 Company Number 5746423 Charity Number 1114872

Home-start Birmingham South Financial statements Year ended 31st March 2026 Page I Charity Infonnation Page 2-3 Report of the Trustees Page 4 Independent Exaininer'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 Antliony Guest Vivienne Miller Christine Pa5cal Stephanie Phillips Jean-Luc Oliveira-Priez Sandra Walton Resigned 14 September 2025 Resigned 14 September 20?5 Charity Number 1114872 Company Number 5746423 Registered OtTice Hampstead House Condover Road West Heath Birjniiigham West Midlands B313QY page I

Home-Start Birmingham South Trustee's Annual report for Year ended 31 March 2026

The directors who are also trustees of the charity present their accounts for the year ended 31 March 2026

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: 177 Number of children supported: 337 Number of children under 5: 220 Number of children over 5: 117 Number of families receiving family group only support: 12 Number of families receiving both family group and volunteer support: 24 Number of children on child protection plan: 9 Number of children with a child in need plan: 6 Number of children with an early help plan: 9 Number of children with a disability: 10 Parents with a disability: 1 Number of lone parents: 67

Referral sources:

Family Support Workers: 28 Health Visitors: 10 Mental health services: 2 Other Home-Starts: 6 Social Workers: 3 Doctor/Midwife: 8 Perinatal: 16 Other charity: 9 Other: 8 Self-referrals: 11 Self-referrals for COL: 76

page 2

Home-start Birmingham South Trustee's Annual report for Year ended 31 Mareh 2026 Financial Review The Statement of Financial Activities shoi¥s an income of £140,245 (2025 £153.639) and expenditure of £123.443 (2025 £149,946) resulting iii a surplus of £16,802 {2025 surplus £3,693) Reseri'es Poliey The trustee board consider it prudent to retsin unrestricted funds equivalent to a minimum of3 months cor¢ operating ¢xpcnditur¢ to covcr potential short term changes in funding and windiiig up co8ts as necessarv. At 31 March 2026 the reserves are ivell in excess of this target but due to a 50% reduction in funding from l November 2024 from our contract the future financial viability is uncertain and these reserves will be required in the short tem) to cover the expected shortfall. Statement of directors responsibilities The directors are required under Company Law to prepar¢ financial statements for each finaiicial year whilh give a true and fair view of tlie state of affairs of the company aiid of its results for that period. In preparing tliose fiiianLial statemeiils 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 Birniingham South By order of the Board of Trustees V.A.MvUe+- Vivienne Miller Director & Trustee 2710712026 page 3

Home-start Birmingham South Year ended 31st Mareb 2026 INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES I report on the accounts for the year ended 31 March 2026 set out on the following pages Respective responsibilities of trust¢es and examiner The trustees (w.ho are also directors of the company for the purposes of company law) are responsible for the preparaiion of the accounts. The trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charilies 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: { l} Examine the accounts under section 145 of the Chariiies 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 co mv 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 an}, 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 whe(her the accoun(s present a'true and fair view, and the report is limited to those marters set out in ihe statement below. Independent Examiner's Statement In connection ￿..Ith my examination, no matter has come to my attention.. (a} which gives me reasonable cause to believe that in any Ma￿rial respect the requirements (i) to keep accounting records in accordance with section 130 of the Charities Act; and (li) to prepare accounts which accord with the accounting records and to comply with the accoiinting requirements ot 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 lo be reached. Angela Il'eise-BenL FCCA Chartered Certified Accountant AB Accounting and Taxation Services Limited 17 Gleneagles Drive Great Barr Bimingham, B43 7RX Date.. I Ith June 2026 Page 4

Home-start Birmingham South STATEMENT OF FINANCIAL ACTtVlTIES FOR THE YEAR ENDED 31 LVIARCH 2026 Restricted Unrestricted Funds Funds 2026 2026 Total Funds 2026 Total Funds 2025 Notes Incoming Resourees Incoming resources from generating funds Voluntary Income Activities for generating fundg Bank Interest receivable 3,118 51 1,908 3.118 51 1.908 883 2.643 2.268 Incoming resources from charitable aetivities 44,427 90,741 135,168 147,84) Total Incoming resources 44,4?7 140,24) 153,639 Resources Expended Costs of generating funds: Charitsble Activities 33.607 89,636 123,243 149,721 Governance Costs 200 200 225 Total expenditure 33,607 89.8i6 123,44) 149,946 Net movement funds for the year 10,820 5,982 16,802 3,693 Total funds brought forward 13,983 110,546 124,529 120.836 Transfer between funds 4.645 4,645 Total funds carried forward 20.158 121,173 141,331 124.529 There were no recognised gains or losses for 2026 or 2025 other than those included in the Financial Activities The tiirnover and deficit are derived from continuing operations This Statement of Financial Activities incorporates Ihe 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 2026 Note 2026 2025 Fixed Assets Taiigible Assets for use by the Company Current Assets Debtors Cash at bank and in hand Total 421 143,737 144,158 241 128,141 128.J82 Creditors . amounts falling due within on¢ year 2,827 Net Current Assets 141,331 124,529 Net Assets 141,331 124,529 Represented by Funds Rcstrieted Funds Unrestri¢ted Fiinds io 20,158 121 173 110,546 Totsl 141,331 124,529 For tlic ycar ¢nd¢d J l March 2026 th¢ company was cntitlcd to cxciiiption from audit undcr section 477 of lh¢ Companies Act 2006 relaling lo the sinall coiiipanies regime. Director's responsibilities; The meinbers have not required the company to obtain an audit of its accounts for the year in question in accordance with scctioii 476, The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to a¢counting records and the preparation of ac¢ounts These accounts have been prepared in accordance with the provisions applicable to companies subject to the stllall cotnpanies regiine. Signed and approved on the behalf of the Board on 27 July 9026 A Guest Hon Treasurer and Trustee page 6

Home-start Birmingham South Notes to the accounts Year ended 31st March 2026 l. Aeeollnting Polieies (a) Basis of Accounts Preparation The financial statements are prepared under the Historic Cost Convention and in accordance with Accoiinling aiid Reporling by Charilies Statemenl of Recommended Pra¢lice (SORP 2005) and Accounting Staiidards aiid the Charities Act 199J (b) Incoming Resourees Recognition of incoming resources 'I"hcs¢ are iiicludcd in th¢ Stai¢mcnt of Financial Activities (SOFA) when.. th¢ charity bccomes entitl¢d to the resoiirccs. the trustees are virtually certain they will receive the resoiirces. and the monetary, value can be measured with sufficient reliability. Incoming resources w'ith related expenditure Where inLoming resources have relatrd cxpenditure (as with fundraising or Contract income) the incoming rcsources and related expcnditure are reportcd 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 onl}, in¢lud¢d in the SOFA on¢¢ th¢ related goods or servi¢¢s have been delivered. Investment incotlle This is included in the accounts when receivable. (c) Expenditure and Liabilities Liability recognitio Liabilities are recognised as soon as there is a legal or constructive obligation committing the charity to pay out resour¢¢s. Governance c05t5 This incllides costs of the preparation and examination of statutory accounts, the costs of trustee meetings and cosl of any legal advi¢¢ to trust¢es on governan¢¢ or constitutional matters. Support Costs Support Costs include ceniral funciions and have been allocated to activity cost categories on a basis consistent with the use of resources. (d) A$sets Tangible fixed assets for llse by eharity These are capitalised if they ¢an be used for more than one year. and cost at least £1,000. They are valued at cost. Office Equipment is depreciated on a 20 % written down basis page 7

Home•Start Birmillgbam South Notes to the aecounts Year ended 31st March 2026 2. Analysis of Incoming Resources 2026 2025 Restrieted Unrestrieted Total Voluntary Income Donations 510 510 460 Gift Aid Tax rebate 2,608 3,118 2,608 423 883 Incoming resources from Charitable activities National Lottery Awards Four All 25,889 20,000 18,062 18,062 Trusthouse Forte Group Mr & Mrs Guesl 14,215 4,500 14,215 4,500 Mr S J Miller 3,000 2,500 3,000 2,500 S Rouil¢y Wasele), Hills Cretnatoria SundrN' Donation 2,000 150 2,000 150 Birininghain Community Healthcare Th¢ Eveson Charitable Trust 35.990 35,990 25,000 56,646 25,000 Baron Davenport Cad¢nt Expansion Pure Offices 1.425 1,425 4,500 4,500 4,500 1,046 1,000 GJW Turner Trust Cost of Living Grant Th¢ Crilchl¢y Charitable Trust Garrod Fanily Trust Hom¢start Birmingham Consortium Roger & Douglas Turner Trust Th¢ Sir John Middleinore Charitable Trust 18,750 18,750 12,283 8,000 6,000 2,000 2,000 2.000 Edward & Dorothv Cadbury Trust Th¢ Col¢ Charitable Truqt 2,500 2.000 We Are All Making A Difference Barnett Waddingham Other donations for less than £1000 1.000 1,000 2,037 1,000 2,037 2.039 2,039 981 90,741 135.168 147,845 page 8

Home-start Birminghani South Notes to the aceounts Year ¢nd¢d 31st March 2026 3 An3ilysis of Resollrces Expended Charitable aetivities 2026 2025 Direct Costs Salaries, Natioiial Insurance and Pcnsions Preinises Rent Family Group Traiwel & outing￿ Provisions etc restricted Restrieted Total 107,531 8,278 468 Total 134,285 8,077 987 76,068 6,848 31,463 1,430 468 Staff and Volunteers Expenses Homeslart UK Le 868 155 1,023 3,150 885 1,908 1,740 3,202 1.069 361 3,150 885 1,817 Insurance Allocated Siipport costs( as detailed below) 91 Total 89.636 33,607 123,243 149.721 Support Costs Telcphone & Int¢rnet StalionerN & 0￿1¢¢ Supplies Postage Advertising & Publicity Office Equipment & Computer Expenses Depreciation Le¥ul & Professional Fees Sundry Expenses Training Bank Charges 631 288 631 288 561 392 85 -1,000 29 567 567 223 48 16 75 239 123 139 60 60 60 60 Total 1.817 91 1,908 361 2026 2025 4. Governance cost$ Statutory accounts preparation and Independent Examination AGM Expenses 200 200 25 Total 200 225 page 9

Home-start Birmingham South Notes to the accounts Year ended 31st March 2026 5. Staff Costs 2026 2025 Wages & Salaries Social Security Costs Pcnsion Costs Totsl 104,433 392 2,707 107,531 126,335 4,656 3,294 l J4,285 The average monthly nuiiiber of emplo}'ees during the year was as follows: Managem¢nt Field Workers Administrative Staff Sessional Workers 6. Tangible fixed assets for use by the Compally 2026 2025 Total Total Cost as at l April 2025 Additions Disposals Cost as at 31 March 2026 Depreciation as at l April 2025 Char¥c for thc ycar On disposals Depreeiation as at 31 March 2026 et Book Value as at 31 March 2026 & 2025 7. Debtors 2026 2025 Prepayments Other 421 241 421 241 page 10

Home-start Birmingham South Notes to the aeeounts Year ended 31st March 2026 8. Bank and Cash 2026 2025 Pettv Cash Bank Accounts 138 143 599 143,737 310 197 831 128,141 9. Liabilities 2026 2025 Amounts due within one year Accruals HMRC 427 1,270 521 609 2.827 299 2,175 647 732 3.853 Pension Trade Creditors 10. Restricted Fund Movement$ Fund Baliinees Brought FonTrard Fund Balanees Carried Fonward 31 March 2026 Incoming Resource5 Outgoing Resources Transfer l April 2025 National Lottery Award For All Cadent Expansion Trusthouse Forte Group Mr & Mrs Guest Mr S J Miller S Routley Waseley Hills Crematoria Sundry Donation 2,591 145 2.446 16,539 18.062 8,415 4,500 4,500 14,215 4,500 3.000 2,500 2,000 150 2,472 4,500 3,000 2,500 2,000 150 11,743 13.983 44.427 4,645 33,C)07 20.158 pagell

Annual Report April 2025- March 2026

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 Registered charity no 1114872

Report from the Chair of Trustees

Our amazing staff and volunteers are supporting families by offering tailor made packages of support to help them overcome the difficulties they are facing. The service we provide is invaluable to families.

With Funding from Awards for All we have been able to employ a Targeted Support Worker, who supports complex cases, and has continued to change and enrich the lives of so many families.

The weekly run Family Group is still an amazing addition to our core work helping the children to socialise, learn, play, and take part in activities in readiness for nursery and school.

The financial situation becomes more difficult. Birmingham Forward Steps have not included HomeStart in the tender. This means that Home-Start services across the city of Birmingham will be decommissioned at the end of the Forward Steps Early Years contract in March 2027. This will be the first time in 50 years that our leading family support charity will not have Local Authority investment.

This leaves us needing to raise further funds to continue offering families in Birmingham the evidence-based support they need to make life changing differences.

We are incredibly grateful to all the donors and funders who have granted other project funding to enable us to support diverse families in our local community. Without these funds we would be unable to provide the much-needed support, achieving amazing outcomes for children and their families.

We are also grateful for all the support from Pure Offices Longbridge who chose Home-Start Birmingham South as their charity of the year for 2 consecutive years, and for providing use of office space for meetings and volunteer training.

I would like to thank my fellow trustees for all the hard work that they put in to support our staff. Especially Tony, as treasurer, keeping us aware of our financial situation and of any legal changes needed. I would also like to thank Debbie Clancy who has been an advisor for Home-Start Birmingham South for many years, attending meetings and bringing a wealth of knowledge, experience, and advice. Her contributions were well received and highly appreciated.

During the year we had to say goodbye to two of our Trustees. Stephanie as she had to cut back on her activities due to ill-health. We are grateful for all her support and input. And Randal, who had been involved with us at Home-Start Birmingham South for as long as I can remember. First, as an Advisor, while he was a councillor and then as a Trustee. A very enthusiastic supporter, even while he was ill, he wanted to be kept informed about our situation. Being a local councillor, he was an invaluable source of information and contacts. Sadly, he has since passed away and will be missed not only by us but many across Birmingham especially in the Northfield District.

Home-Start is a very cost-effective service and early intervention support from us reduces the need for families to access costly support from statutory agencies. We continue working hard to keep supporting families as we believe every child deserves the best possible start in life.

Vivienne Miller 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 many challenges they are facing. Families referred to our service can also access our weekly run Family Group where children with their parent and carers attend to share quality time together, enjoy activities, socialise and learn through play.

How we do it

We receive referrals from many different organisations or families can self-refer. Our experienced staff team and trained

volunteers offer help, support, and guidance to families through the challenging times they are facing. We collaborate closely with local schools, nurseries, health visiting teams, midwives, children’s centres, social workers, and many other organisations to provide the support that is needed to help families reach their potential.

Our future plans

Funding, Grants and Donations

● Birmingham Forward Steps ● The Eveson Trust

● Cost of Living Grant ● We Are All Making a Difference

● National Lottery Community Fund ● Forte Charitable Trust

● Baron Davenport ● Infosys ● Cadent ● GJW Turner Trust

● Edward & Dorothy Cadbury Trust ● Sir John Middlemore

● Roger & Douglas Turner Trust ● Cole Charitable Trust

● Waseley Hills Crematorium ● Just Giving ● A & E Guest

● SJ & VA Miller ● The Garrod Trust ● Mrs K Routley

● Mr R Osborn ● Mrs T Weiczerzak ● Holly Walford & Richard LeCoat

We are extremely fortunate that Pure Offices at Longbridge have chosen Home-Start Birmingham South as their charity of the year for the second year running. The staff at Pure offices are amazing and we are extremely grateful for all the support they are giving.

Christmas gifts & Easter eggs for all the children were donated by:

Infosys and Pure Offices

All grants, donations, and gifts that we receive help us to continue providing the much-needed intervention and support to vulnerable and disadvantaged children and their families.

Management Committee

Vivienne Miller – Chair of Trustees & Company Secretary

Tony Guest – Treasurer

Sandra Walton – Trustee

Chris Pascal – Trustee

Jean-Luc Oliveira-Priez – Trustee

Randal Brew – Trustee (Retired Sept 2025)

Stephanie Phillips – Trustee (Retired Sept 2025)

Cllr. 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 Sarah-Jane Tancred – Targeted Support Worker Justine Cull – Family Group Assistant Dawn Pulford – Admin Assistant

Volunteers

Anne Marie Henry Geraldine Quinn * Heydi Roper

*** Sherelle Nelson Fiona Doherty Melissa Afuye Ian Forrest Sarah Thornton Kelle Shore * Lara Robinson Memunatu Bangura**

Our Volunteers have given their valuable time to support families and offer the help and guidance needed to achieve and reach their goals. We cannot thank them enough for their hard work & commitment.