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2021-03-31-accounts

REGISTERED COMPANY NUMBER: 05603630 (England and Wales) REGISTERED CHARITY NUMBER: 1115352

Report of the Trustees and

Financial Statements for the Year Ended 31 March 2021

for

Home-Start Dudley (A Company Limited by Guarantee)

Lewis Smith & Co. Chartered Certified Accountants The Old Doctor's House 74 Grange Road Dudley West Midlands DY1 2AW

Home-Start Dudley

Contents of the Financial Statements for the Year Ended 31 March 2021

Page
Report of the Trustees 1 to 5
Independent Examiner's Report 6
Statement of Financial Activities 7
Balance Sheet 8 to 9
Notes to the Financial Statements 10 to 17
Detailed Statement of Financial Activities 18

Home-Start Dudley

Report of the Trustees for the Year Ended 31 March 2021

The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 March 2021. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

OBJECTIVES AND ACTIVITIES

Constitution, Object, Status and Policies

The organisation is a charitable company limited by guarantee, incorporated on 26 October 2005. 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.

Home-Start Dudley was formerly a charity governed by a constitution.

Home-Start Dudley was set up to provide volunteer-led support, friendship and practical help to families with young children. Home-Start believes that children need a happy and secure childhood and that parents play the key role in giving their children a good start in life and helping them achieve their full potential. Home-Start's beneficiaries are families who need some extra support to cope with the stresses and strains of bringing up children while experiencing additional pressures arising from issues such as poor mental health, physical illness and disability, raising a child as a lone parent, relationship breakdown, domestic abuse, housing issues and homelessness, poverty, isolation.

The objects of the charity are:

To achieve the charity's purpose for its' beneficiaries, Home-Start Dudley continues to maintain its core service providing support to families with at least one child under 5 years old. This support, typically made available to families for around two hours a week has been delivered in the family home and in local community settings. In order to deliver the core service the charity has recruited, trained and managed volunteers from within local communities.

Our volunteers, who usually have parenting experience, appreciate the stresses and strains families with young children can face. They provide regular home-visiting support to referred families.

Families are referred to us by health visitors and health service providers, professionals from the children and families sector and community organisations. Families also self-refer into our service. We run special family groups and hold social events for families when funding allows.

Although an independent scheme, Home-Start Dudley is affiliated to Home Start UK.

The charity is organized so that the management committee meets regularly to manage its affairs and formulate the charity's policies.

Public Benefit Statement

In planning the activities for the year, the trustees have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing our aims and objectives and planning our future activities. The Trustees are satisfied that the objects are in the public interest and that the benefit relates to the objects of the Charity. The charity operates within Dudley Borough and the benefit is available free of charge, to families with at least one child under 5 resident in Dudley Borough.

The charity is very grateful to its volunteers and funders, without whom the charity would not exist.

Page 1

Home-Start Dudley

for the Year Ended 31 March 2021

Report of the Trustees

ACHIEVEMENT AND PERFORMANCE

Development, activities and achievements this year

Over the last year, Home-Start Dudley has provided home-visiting support for referred families. Through this support, for the year ending 31st March 2021, the charity has supported 24 families: this includes 48 children, 2 of whom had a disability and 6 of whom had additional needs. These families were supported by 12 home visiting volunteers and Home-Start staff. Due to the pandemic, consistent with service delivery approaches adopted by other organisations, we adapted support around national and local restrictions which saw a move to increasing remote means of delivery using telecommunications. This enabled Home-Start Dudley to continue to be there for families at an incredibly uncertain, disruptive and challenging time, providing a lifeline of assistance and support and consistent, ongoing external connection which helped to mitigate the isolation families experienced during periods of 'lockdown'.

Due to the pandemic, recruitment and training of new volunteers was put on hold during the financial year.

In addition to our core service of home-visiting support, for part of the year, we worked closely with Public Health to host the Breastfeeding Support Service provided by Public Health and supported by Public Health volunteers. Through this service families were able to access breastfeeding support and information.

In September 2020 we secured new premises, moving to Charter Street, Brierley Hill. We acknowledge and appreciate the support of Anna Walsh, CEO, CHADD in facilitating the opportunity to be based at Charter Street and the CHADD team for their ongoing support and assistance. Equally, we acknowledge and appreciate the support of Chris Szygowski, CEO, and the rest of the Age UK team during the time we were co-located with Age UK at the Waterfront, Merry Hill.

During the year, we were grateful for the support from the Stourbridge Branch of Soroptimists International, The Masonic Charitable Foundation and Home-Start UK's partnerships with John Lewis and The White Stuff.

Home-Start Dudley would like to thank everyone who has supported the charity over the last year and been part of helping Home-Start Dudley make a positive difference to Borough families. We appreciate the contribution of all our trustees, volunteers, staff and many supporters and stakeholders to the work of the charity.

FINANCIAL REVIEW

Financial position

The Statement of Financial Activities shows total income of £65,710 (2020 - £87,022) and expenditure of £64,702 (2020 - £81,677) resulting in a net increase in funds carried forward of £1,008 (2020 - £5,345 ).

The funds carried forward to the next financial year are £62,619 (2020 - £61,611) in total of which £7,151 (2020 - £5,454) are general unrestricted funds, £25,000 (2020 - £25,000) are designated funds set aside as reserves (see below), £5,468 (2020 - £6,157) are unrestricted reserves relating to Dudley MBC and £25,000 (2020 - £25,000) are an unrestricted strategic development reserve.

Reserves policy

The management committee has agreed a reserve of £25,000 (2020 - £25,000) should be kept, which it considers to be sufficient to cover potential short-term changes in funding strategies and winding-up costs if necessary. This consists of a provision for statutory redundancy payments and contract cancellation charges plus an appropriate contingency for other closure costs. As at year ended 31 March 2021, we believe this reserve to be sufficient to cover at least three months operating costs and our total reserves sufficient to cover at least nine months operating costs. The directors' long term aspiration is to continue to build unrestricted reserves whenever the opportunity affords to allow for rises in costs, increases in planned activity and fluctuations in funding to ensure sufficient cash flow.

Page 2

Home-Start Dudley

for the Year Ended 31 March 2021

Report of the Trustees

FUTURE PLANS

While the main focus during the pandemic has been on ensuring we continue to provide support for families, as society emerges from the restrictions imposed and looks to reclaim normal life, our focus will be on supporting this adjustment and helping families address the impact the pandemic has had on their lives. Official statistics reveal how the pandemic has had a bigger impact in the West Midlands than in almost any other region in the country.

The pandemic suddenly and significantly increased the levels of stress in day-to-day family life, and while some of the immediate changes and challenges on day to day life during the height of the pandemic recede, life post-pandemic presents significant stresses and strains of its' own.

Pressures on and vulnerability around family finances have been a constant feature of the recent past. The pandemic has heightened this, creating: changes to household incomes and income uncertainty; concerns around employment security; changes to employment status; significant pressures on poorer households; risk of debt/debt vulnerability; food and fuel poverty. Families have faced and continue to face concerns around managing household finances and making ends meet. The expected rising cost of living has the potential to worsen an already precarious position. Reports pre-pandemic identified a stark reality: 1 in 3 Dudley children live in poverty. Child poverty is growing. Financial stress can have a highly detrimental impact on family mental health, for both parents and children, and is a major cause of or contributor to mental health issues. Chronic or prolonged family stress can have a serious adverse effect on children's development, particularly during the early years of a child's life. The consequences for healthy child development can be immediate and long-term. The consequences of growing up in poverty can be life-long.

Family mental health has also been negatively impacted by the way COVID-19 has altered and affected daily life. Families have faced illness and bereavement; prolonged isolation; changes to family structures and loss of support networks; loneliness; separation from loved ones. There has been: an increase in parental stress, depression and anxiety, a decline in maternal mental health and a rise in children experiencing anxiety and poorer mental and emotional health.

Access to essential services has been problematic and continues to be so, creating difficulties and delays for families in getting the help, treatment and support they need to survive and thrive.

Children's socialisation, education and learning has also been disrupted as a result of the pandemic, leading to reduced opportunities and exposure to experiences important for healthy development and exacerbating pre-existing educational inequalities. The impact of this is unlikely to be short-term and may well continue to effect children throughout childhood and into adulthood.

The legacy of COVID-19 is that it has both highlighted and heightened inequalities and disparities which influence and impact on all areas of our lives, from the moment of birth and as we age.

Looking to the future, it is also apparent that there are significant challenges to come for society. While we are beginning to visualise the possibility of living with and alongside COVID as an endemic disease, societal recovery is a little harder to positively envisage. What is certain is that the impact of the pandemic will be felt for some time, both in ways that are obvious and in ways that will only become clearer with time. Our mission, as relevant today as it was yesterday and will be tomorrow, is to walk beside parents and their children, helping Dudley families feel less alone in navigating daily family life and in facing the challenges and difficulties it presents as we emerge into the post-pandemic world.

Recognising the unceasing need for and relevance of our service, the trustees identify continuing to provide Home-Start Dudley support for families as a priority.

To facilitate this we will:

Page 3

Home-Start Dudley

Report of the Trustees

for the Year Ended 31 March 2021

help the charity continue to deliver service to local communities and respond to the needs of local families.

The operating environment for charities remains significantly challenging. Navigating uncertainty regarding longer-term core funding continues to be a key focus, a situation that Home-Start Dudley has in common with a great number of charities. The charity is continually aiming to achieve long-term funding from sustainable sources to provide stability and enable support to be offered to more vulnerable families.

STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document

The charity is controlled by its governing document, a deed of trust, and constitutes a limited company, limited by guarantee, as defined by the Companies Act 2006.

Board of Trustees

Trustees are all volunteers from a variety of backgrounds relevant to the work and management of the Charity. Trustees are appointed following completion of the recruitment process which includes a formal application, interview, satisfactory references, DBS and automatic disqualification checks.

The trustee board meets a minimum of four times per year in the financial year reported on, the trustees met five times. At these meetings trustees receive reports from the Scheme Manager who is responsible for the day to day operational management of the charity. The trustee board makes decisions, as appropriate, on the strategic direction, policy and governance of the Charity, as well as monitoring operational management.

Risk management

The present and future operating climate for charities is inherently uncertain. The trustees seek to identify and monitor risks and as far as possible and practicable, take action to mitigate those risks.

The security of funding, particularly core funding, continues to be the main area of risk. The charity remains heavily dependent on the continuation of the local authority SLA which at present supports the core costs of the charity. As we move into the future, we recognise that the way services are commissioned may change which has the potential to offer opportunities as well as the challenges.

The other major risk is child protection and safeguarding, which is covered by scrupulous verification of references, safeguarding training, DBS checks and ensuring a suitable insurance cover is in place. The management committee continues to keep these risks under review.

Notifiable Incidents

The Trustees can confirm that there were no serious incidents or matters which needed to be reported to the Charity Commission during the period.

REFERENCE AND ADMINISTRATIVE DETAILS

Registered Company number

05603630 (England and Wales)

Registered Charity number

1115352

Registered office

10-12 Charter Street Brierley Hill West Midlands DY5 1LA

Page 4

Home-Start Dudley

Report of the Trustees

for the Year Ended 31 March 2021

Trustees

Trustees
Mary Elizabeth Jean Turner Chair
Peter John Dyson Vice Chair
Jane Margaret Southwell Trustee
Colin Martin Taft Trustee
Susan Roxburgh Trustee
Martin Berrington Trustee

Staff

Staff
Julia Bannister Scheme Manager
Anna Worrall Coordinator
Sue Ross Administrator
Carla Tidman FLO Specialist Administrator (employed until 26/06/2020)
Brianna Dymond Organisational Development Worker (employed until 19/06/2020)
Hope Woods Volunteer Buddy Coordinator (employed until 19/06/2020)

Company Secretary

Julia Bannister

Independent Examiner

Craig Alan Beale FCCA Lewis Smith & Co. Chartered Certified Accountants The Old Doctor's House 74 Grange Road Dudley West Midlands DY1 2AW

This report has been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small companies.

Approved by order of the board of trustees on ............................................. and signed on its behalf by:

..........................................................................

Mary Elizabeth Jean Turner - Trustee

Page 5

Independent Examiner's Report to the Trustees of Home-Start Dudley

Independent examiner's report to the trustees of Home-Start Dudley ('the Company')

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2021.

Responsibilities and basis of report

As the charity's trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under section 145 of the Charities Act 2011 ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5) (b) of the 2011 Act.

Independent examiner'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 to believe:

  1. accounting records were not kept in respect of the Company as required by section 386 of the 2006 Act; or 2. the accounts do not accord with those records; or

  2. the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination; or

  3. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities (applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)).

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Craig Alan Beale FCCA Lewis Smith & Co. Chartered Certified Accountants The Old Doctor's House 74 Grange Road Dudley West Midlands DY1 2AW

Date: .............................................

Page 6

Home-Start Dudley

Statement of Financial Activities for the Year Ended 31 March 2021

31.3.21 31.3.20
Unrestricted Restricted Total Total
funds funds funds funds
Notes £ £ £ £
INCOME AND ENDOWMENTS FROM
Donations and legacies 1,397 - 1,397 555
Charitable activities
Grants receivable 64,313 - 64,313 86,467
Total 65,710 - 65,710 87,022
EXPENDITURE ON
Charitable activities 2
Charitable activities 64,702 - 64,702 81,677
NET INCOME 1,008 - 1,008 5,345
RECONCILIATION OF FUNDS
Total funds brought forward 61,611 - 61,611 56,266
TOTAL FUNDS CARRIED FORWARD 62,619 - 62,619 61,611

The notes form part of these financial statements

Page 7

Home-Start Dudley

Balance Sheet

31 March 2021

31.3.21 31.3.20
Unrestricted Restricted Total Total
funds funds funds funds
Notes £ £ £ £
CURRENT ASSETS
Debtors 8 225 - 225 213
Cash at bank and in hand 74,044 - 74,044 64,502
74,269 - 74,269 64,715
CREDITORS
Amounts falling due within one year 9 (11,650) - (11,650) (3,104)
NET CURRENT ASSETS 62,619 - 62,619 61,611
TOTAL ASSETS LESS CURRENT
LIABILITIES 62,619 - 62,619 61,611
NET ASSETS 62,619 - 62,619 61,611
FUNDS 10
Unrestricted funds 62,619 61,611
TOTAL FUNDS 62,619 61,611

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 March 2021.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 March 2021 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

The notes form part of these financial statements

continued...

Page 8

Home-Start Dudley

Balance Sheet - continued

31 March 2021

These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.

The financial statements were approved by the Board of Trustees and authorised for issue on ............................................. and were signed on its behalf by:

............................................. Mary Elizabeth Jean Turner - Trustee

The notes form part of these financial statements

Page 9

Home-Start Dudley

Notes to the Financial Statements for the Year Ended 31 March 2021

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention.

The presentation currency of the financial statements is the Pound Sterling (£) and the figures are rounded to the nearest round pound.

The financial statements have been prepared on a going concern basis.

Income

Grants are accounted for when the charity is legally entitled to the amounts due. Grant income is deferred when a grant has been received before the year end for expenditure which must take place in the following year or where there is no entitlement to a grant until certain services have been provided and these have not been provided before the year end. Any grants without conditions are not deferred even if the resources are received in advance of the expenditure on the activity funded by them. The timing of the related expenditure is at the discretion of the charity and income is not deferred simply because the related expenditure has not yet been incurred.

Donations and all other income are recognised when they are received.

Expenditure

All expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all costs related to the category. Expenditure is recognised where there is a legal or constructive obligation to make payments to third parties, it is probable that the settlement will be required and the amount of the obligation can be measured reliably.

Irrecoverable VAT is charged as an expense against the activity for which expenditure arose.

Debtors and creditors

Debtors and Creditors with no stated interest rate and receivable or payable within one year are recorded at transaction price. Any losses arising from impairment are recognised in expenditure.

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.

Tangible fixed assets

Tangible fixed assets are stated at cost (or deemed cost) or valuation less accumulated depreciation and accumulated impairment losses. Costs includes costs directly attributable to making the assets capable or operating as intended. These are capitalised if they can be used for more that one year, and cost at least £500. They are valued at cost.

Depreciation is provided at rates calculated to write off the cost less estimated value, over their expected useful lives. However at present all fixed assets in the accounts have been fully depreciated.

Taxation

The charity is exempt from corporation tax on its charitable activities.

Fund accounting

Unrestricted funds

continued...

Page 10

Home-Start Dudley

Notes to the Financial Statements - continued for the Year Ended 31 March 2021

1. ACCOUNTING POLICIES - continued

Fund accounting

Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity and have not been designated for other purposes.

Designated funds

Designated funds comprise of unrestricted funds that have been set aside by the trustees for particular purposes. The aim and use of each designated fund is set out in the notes to the financial statements.

Restricted funds

Restricted funds are those funds which are to be used in accordance with specific restrictions imposed by donors which have been raised by the charity for particular purposes. The cost of raising and administering such funds are charged against the specific fund. The aim and use of each restricted fund is set out in the notes to the financial statements.

Pension costs and other post-retirement benefits

The charitable company operates a defined contribution pension scheme. Contributions payable to the charitable company's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.

2. CHARITABLE ACTIVITIES COSTS

CHARITABLE ACTIVITIES COSTS
Support
Direct costs (see
Costs note 3) Totals
£ £ £
Charitable activities 63,011 1,691 64,702

3. SUPPORT COSTS

SUPPORT COSTS
Governance
costs
£
Charitable activities 1,691

4. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 March 2021 nor for the year ended 31 March 2020.

Trustees' expenses

During the year no expenses were paid to any trustees.

During the previous year, expenses of £16 were paid to J Southwell. These expenses were incurred in her role as trustee.

continued...

Page 11

Home-Start Dudley

Notes to the Financial Statements - continued for the Year Ended 31 March 2021

5.
STAFF COSTS
31.3.21
31.3.20
£
£
Wages and salaries
51,993
63,086
Other pension costs
251
180
52,244
63,266
The average monthly number of employees during the year was as follows:
31.3.21
31.3.20
Number of employees
4
6
No employees received emoluments in excess of £60,000.
6.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted
Restricted
Total
funds
funds
funds
£
£
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
555
-
555
Charitable activities
Grants receivable
84,490
1,977
86,467
Total
85,045
1,977
87,022
EXPENDITURE ON
Charitable activities
Charitable activities
77,274
4,403
81,677
NET INCOME/(EXPENDITURE)
7,771
(2,426)
5,345
RECONCILIATION OF FUNDS
Total funds brought forward
53,840
2,426
56,266
TOTAL FUNDS CARRIED FORWARD
61,611
-
61,611
5.
STAFF COSTS
31.3.21
31.3.20
£
£
Wages and salaries
51,993
63,086
Other pension costs
251
180
52,244
63,266
The average monthly number of employees during the year was as follows:
31.3.21
31.3.20
Number of employees
4
6
No employees received emoluments in excess of £60,000.
6.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted
Restricted
Total
funds
funds
funds
£
£
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
555
-
555
Charitable activities
Grants receivable
84,490
1,977
86,467
Total
85,045
1,977
87,022
EXPENDITURE ON
Charitable activities
Charitable activities
77,274
4,403
81,677
NET INCOME/(EXPENDITURE)
7,771
(2,426)
5,345
RECONCILIATION OF FUNDS
Total funds brought forward
53,840
2,426
56,266
TOTAL FUNDS CARRIED FORWARD
61,611
-
61,611
5.
STAFF COSTS
31.3.21
31.3.20
£
£
Wages and salaries
51,993
63,086
Other pension costs
251
180
52,244
63,266
The average monthly number of employees during the year was as follows:
31.3.21
31.3.20
Number of employees
4
6
No employees received emoluments in excess of £60,000.
6.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted
Restricted
Total
funds
funds
funds
£
£
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
555
-
555
Charitable activities
Grants receivable
84,490
1,977
86,467
Total
85,045
1,977
87,022
EXPENDITURE ON
Charitable activities
Charitable activities
77,274
4,403
81,677
NET INCOME/(EXPENDITURE)
7,771
(2,426)
5,345
RECONCILIATION OF FUNDS
Total funds brought forward
53,840
2,426
56,266
TOTAL FUNDS CARRIED FORWARD
61,611
-
61,611
87,022
81,677
5,345
56,266
61,611

continued...

Page 12

Home-Start Dudley

Notes to the Financial Statements - continued for the Year Ended 31 March 2021

7. TANGIBLE FIXED ASSETS
Fixtures
and Computer
fittings equipment Totals
£ £ £
COST
At 1 April 2020 and 31 March 2021 4,396 2,148 6,544
DEPRECIATION
At 1 April 2020 and 31 March 2021 4,396 2,148 6,544
NET BOOK VALUE
At 31 March 2021 - - -
At 31 March 2020 - - -
8. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
31.3.21 31.3.20
£ £
Prepayments 225 213
9. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
31.3.21 31.3.20
£ £
Accrued expenses 11,650 3,104
10. MOVEMENT IN FUNDS
Net
movement At
At 1.4.20 in funds 31.3.21
£ £ £
Unrestricted funds
General Fund 5,454 1,697 7,151
Designated Funds 25,000 - 25,000
Dudley MBC Fund 6,157 (689) 5,468
Strategic Development Reserve 25,000 - 25,000
61,611 1,008 62,619
TOTAL FUNDS 61,611 1,008 62,619

continued...

Page 13

Home-Start Dudley

Notes to the Financial Statements - continued for the Year Ended 31 March 2021

10. MOVEMENT IN FUNDS - continued

Net movement in funds, included in the above are as follows:

Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General Fund 1,697 - 1,697
Dudley MBC Fund 64,013 (64,702) (689)
65,710 (64,702) 1,008
TOTAL FUNDS 65,710 (64,702) 1,008
Comparatives for movement in funds
Net
movement At
At 1.4.19 in funds 31.3.20
£ £ £
Unrestricted funds
General Fund 4,899 555 5,454
Designated Funds 20,000 5,000 25,000
Dudley MBC Fund 28,941 (22,784) 6,157
Strategic Development Reserve - 25,000 25,000
53,840 7,771 61,611
Restricted funds
Children In Need 2,426 (2,426) -
TOTAL FUNDS 56,266 5,345 61,611

continued...

Page 14

Home-Start Dudley

Notes to the Financial Statements - continued for the Year Ended 31 March 2021

10. MOVEMENT IN FUNDS - continued

Comparative net movement in funds, included in the above are as follows:

Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General Fund 555 - 555
Designated Funds 5,000 - 5,000
Dudley MBC Fund 54,490 (77,274) (22,784)
Strategic Development Reserve 25,000 - 25,000
85,045 (77,274) 7,771
Restricted funds
Children In Need 1,977 (4,403) (2,426)
TOTAL FUNDS 87,022 (81,677) 5,345

A current year 12 months and prior year 12 months combined position is as follows:

Net
movement At
At 1.4.19 in funds 31.3.21
£ £ £
Unrestricted funds
General Fund 4,899 2,252 7,151
Designated Funds 20,000 5,000 25,000
Dudley MBC Fund 28,941 (23,473) 5,468
Strategic Development Reserve - 25,000 25,000
53,840 8,779 62,619
Restricted funds
Children In Need 2,426 (2,426) -
TOTAL FUNDS 56,266 6,353 62,619

Page 15

continued...

Home-Start Dudley

Notes to the Financial Statements - continued for the Year Ended 31 March 2021

10. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General Fund 2,252 - 2,252
Designated Funds 5,000 - 5,000
Dudley MBC Fund 118,503 (141,976) (23,473)
Strategic Development Reserve 25,000 - 25,000
150,755 (141,976) 8,779
Restricted funds
Children In Need 1,977 (4,403) (2,426)
TOTAL FUNDS 152,732 (146,379) 6,353

The purpose of the funds are as follows:

Designated Funds

A reserve to cover any potential short-term changes in funding strategies and winding-up costs if necessary. The amount of this reserve is agreed ny the management committee.

Dudley MBC

Funds to deliver the Home-Start service to families resident in Dudley Borough and to host the breastfeeding support service including the provision of administration support and payroll facilities.

Strategic Development Reserve

A reserve provided for strategic and operational development purposes for use at the discretion of Home-Start Dudley.

Children In Need

Funds for supporting volunteers in play training, used to employ a part time coordinator. This fund ceased during the previous year and a sum of £9,152 was returned.

Page 16

continued...

Home-Start Dudley

Notes to the Financial Statements - continued for the Year Ended 31 March 2021

11. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 March 2021.

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Home-Start Dudley

Detailed Statement of Financial Activities
for the Year Ended 31 March 2021
31.3.21 31.3.20
£ £
INCOME AND ENDOWMENTS
Donations and legacies
Donations 1,397 555
Charitable activities
Grants 64,313 86,467
Total incoming resources 65,710 87,022
EXPENDITURE
Charitable activities
Wages 51,993 63,086
Pensions 251 180
Rent 4,564 5,724
Insurance 888 841
Communication costs 1,225 2,133
Office costs 285 2,185
Sundries 54 -
Repairs and small equipment 418 -
Staff travel expenses 462 770
Volunteer expenses 293 1,511
Volunteer training - 302
Home-Start UK fees 1,573 2,274
Professional fees 500 600
Bank charges 69 101
Resources 436 467
63,011 80,174
Support costs
Governance costs
Accountancy and independent examination fees 1,643 1,422
Committee and AGM costs - 17
Trustee expenses - 16
Companies House fees 13 13
Information Commissioner's Office 35 35
1,691 1,503
Total resources expended 64,702 81,677
Net income 1,008 5,345

This page does not form part of the statutory financial statements

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