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2023-03-31-accounts

Digitally Signed Document Document ID: 2C4C6BE8779A01

Document Details:

Filename: Home-Start Dudley YE 31-03-2023 -
Accounts.PDF
Client of: Lewis Smith & Co.

Signature Details

Name: Julia Bannister
Email: manager@home-startdudley.org.uk
Date & Time: 19/12/2023 13:37:39 PM (GMT)
IP Address: 86.174.21.96
Signing Statement: The directors/trustees approve the financial
statements and gives Lewis Smith & Co
authority to file with Companies House as
necessary

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

Report of the Trustees and

Financial Statements for the Year Ended 31 March 2023

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 2023

Page
Report of the Trustees 1 to 6
Independent Examiner's Report 7
Statement of Financial Activities 8
Balance Sheet 9 to 10
Notes to the Financial Statements 11 to 17
Detailed Statement of Financial Activities 18 to 19

Home-Start Dudley

Report of the Trustees for the Year Ended 31 March 2023

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 2023. 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 organised 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. Our charitable activities focus on the support of families and are undertaken to further our charitable purposes for the public benefit.

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 number of families we are able to help is linked to funding and service capacity.

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 2023

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 2023, the charity has supported 35 families: this includes 73 children, 4 of whom had a disability and 15 of whom had additional needs. These families were supported by 22 home visiting volunteers and Home-Start staff.

As a service, we operate referral routes that support access for families: families can self-refer or be referred by a third party (third party referrals come from a wide range of sources). We also work in partnership or collaboration with a range of statutory agencies, professionals and third sector providers as part of assisting families to access essential, beneficial support; promoting and protecting the wellbeing and welfare of parents and children.

The core service delivery model for families is built around volunteer peer-to-peer relational support. Families receive regular support tailored to their circumstances and focused on mutually agreed support needs and priorities. During the financial year, families have been offered face-to-face support (typically taking place in the family home) and, where appropriate, an element of remote support has also been incorporated into their individual support plan. This approach aids accessibility and provides enhanced flexibility throughout a family's journey of support.

Alongside this provision, supported families have accessed our toy and story bag library during the reporting year, received children's activity packs and to mark Storytelling Week, a mini library of children's story books. Our Dudley Zoo pass was also made available to supported families, enabling families to visit the zoo and enjoy quality time together outside of the family home. These resources support children's learning and development, school readiness and emotional and mental well-being. As part of our core service we support families access to grants for emergency essentials (e.g. Children in Need Emergency Essentials programme) and working in partnership with local businesses, organisations and donors during the financial year has also enabled families to benefit from support with emergency household grocery packages, useful family friendly items and children's toys/gifts at special or festive times of year.

Integral to provision of our core home visiting support for families are the volunteers who generously give their time, energy and commitment. This year, following successful completion of our volunteer training course, we were pleased to welcome a new cohort to Home-Start Dudley's existing team of volunteers, meaning that for the reporting year our team consisted of 31 volunteers.

During the year, we were grateful, as a result of a grant received through Home-Start UK/The Pears Foundation to be able to invest in our IT infrastructure, a key objective. This has greatly benefited the charity to operate in a digitally focused world, enhancing digital workplace capability and aiding capacity to deliver service via remote means.

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. We also acknowledge the support received from Home-Start UK and the Home-Start network.

FINANCIAL REVIEW

Financial position

The Statement of Financial Activities shows total income of £62,913 (2022 - £66,917) and expenditure of £59,414 (2022 - £56,734) resulting in a net increase in funds carried forward of £3,499 (2022 - £10,183).

The funds carried forward to the next financial year are £76,301 (2022 - £72,802). £71,307 (2022 - £64,452) of these funds are unrestricted reserves made up as follows:

£8,394 (2022 - £7,901) are general unrestricted funds £27,500 (2022 - £25,000) are designated funds set aside as reserves (see below) £5,413 (2022 - £6,551) are unrestricted reserves relating to Dudley MBC £30,000 (2021 - £25,000) are an unrestricted strategic development reserve.

The remaining funds are restricted reserves of £4,994 (2022 - £8,350).

Page 2

Home-Start Dudley

Report of the Trustees for the Year Ended 31 March 2023

FINANCIAL REVIEW

Reserves policy

The management committee has agreed a reserve of £27,500 should be kept (increased from £25,000 at the end of the previous year), 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 2023, we believe this reserve to be sufficient to cover three months operating costs and our total reserves sufficient to cover 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 3

Home-Start Dudley

for the Year Ended 31 March 2023

Report of the Trustees

FUTURE PLANS

The cost-of living crisis is reaching further and deeper into family homes and family lives, weighing heavily on parents, meaning worry and anxiety are never far from their minds. As the pressures on parents increase, the impact on children grows, touching their 'here and now'. Day-to-day options and opportunities are impinged. The present shapes today, informs tomorrow and influences the future.

Every aspect of life and wellbeing is vulnerable to the rising cost-of-effect: inequalities crystallise, life chances narrow, and future outcomes look less positive. The toll on the family can permeate every sphere of personal and family life: physical, emotional and mental; practical and financial; health and housing; employment and education. The pressures and vulnerabilities families are facing now and, based on current predictions, are expected to face for the foreseeable future, mean families need to be able to reach out for, access and receive support to help them through these trying times. Our service will seek to help families find their way through the difficulties and challenges they are facing and overcome the issues they are experiencing. In this way we aim to mitigate any adverse impact on children's physical, mental, emotional and social development and to support the health and wellbeing of parents, children and families as a whole.

Recognising the right and importance of every child to have the opportunity to thrive, the charity is committed to supporting Dudley's Child Friendly Dudley initiative and Dudley's 1001 days, Family Hubs and Start for Life programmes. Working alongside Public Health and other Borough organisations we want to help parents give their children the best start in life, help families make the most of family life and help parents, their children, and our local communities to have a thriving and healthy future. Our mission remains to walk beside Dudley families, helping them to navigate daily family life, overcome challenges and live happy, healthy lives in happy, healthy homes. We are committed to being there for parents and children when they need us the most because childhood can't wait.

The pressures on family life are significant. The pressures on universal and statutory services are significant. The pressures being experienced by local communities and wider society are significant. Charities like Home-Start Dudley provide a much needed, effective resource and response. We remain keen to increase the support and opportunities available to families and to explore ways to enhance our service provision. We are committed to enabling and encouraging volunteering and supporting connected communities. We would like to continue to invest in strengthening the charity and its' infrastructure. We aim to engage the support of those who would like to help the charity to further our objectives and carry out our important work with children and families.

The trustees identify continuing to provide Home-Start Dudley support for families as a priority.

To enable our charity to continue to serve our local communities going forward, we will:

Recent years have featured a challenging operating environment for the charity sector: the current financial year was no exception; neither is the next financial year expected to be. Home-Start Dudley continues to focus on sustainability of the core service while considering opportunities to develop and increase provision and support for 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.

Page 4

Home-Start Dudley

for the Year Ended 31 March 2023

Report of the Trustees

STRUCTURE, GOVERNANCE AND MANAGEMENT

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 6 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 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

Trustees

Trustees
Mary Elizabeth Jean Turner Chair
Peter John Dyson Vice Chair
Jane Margaret Southwell Trustee
Colin Martin Taft Trustee
Martin Berrington Trustee
Staff
Julia Bannister Scheme Manager
Anna Worrall Coordinator
Sue Ross Administrator

Page 5

Home-Start Dudley

Report of the Trustees for the Year Ended 31 March 2023

REFERENCE AND ADMINISTRATIVE DETAILS

Company Secretary Julia Bannister

Independent Examiner

Craig Alan Beale 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 15 December 2023 and signed on its behalf by:

Mary Elizabeth Jean Turner - Trustee

Page 6

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 2023.

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

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

15 December 2023

Page 7

Home-Start Dudley

Statement of Financial Activities for the Year Ended 31 March 2023

31.3.23 31.3.22
Unrestricted Restricted Total Total
funds funds funds funds
Notes £ £ £ £
INCOME AND ENDOWMENTS FROM
Donations and legacies 375 - 375 655
Charitable activities
Grants receivable 62,418 - 62,418 66,262
Investment income 2 120 - 120 -
Total 62,913 - 62,913 66,917
EXPENDITURE ON
Charitable activities 3
Charitable activities 56,058 3,356 59,414 56,734
NET INCOME/(EXPENDITURE) 6,855 (3,356) 3,499 10,183
RECONCILIATION OF FUNDS
Total funds brought forward 64,452 8,350 72,802 62,619
TOTAL FUNDS CARRIED FORWARD 71,307 4,994 76,301 72,802

The notes form part of these financial statements

Page 8

Home-Start Dudley

Balance Sheet

31 March 2023

31.3.23 31.3.22
Unrestricted Restricted Total Total
funds funds funds funds
Notes £ £ £ £
FIXED ASSETS
Tangible assets 9 - 4,994 4,994 -
CURRENT ASSETS
Debtors 10 258 - 258 240
Cash at bank and in hand 78,103 - 78,103 79,484
78,361 - 78,361 79,724
CREDITORS
Amounts falling due within one year 11 (7,054) - (7,054) (6,922)
NET CURRENT ASSETS 71,307 - 71,307 72,802
TOTAL ASSETS LESS CURRENT
LIABILITIES 71,307 4,994 76,301 72,802
NET ASSETS 71,307 4,994 76,301 72,802
FUNDS 12
Unrestricted funds 71,307 64,452
Restricted funds 4,994 8,350
TOTAL FUNDS 76,301 72,802

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 March 2023.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 March 2023 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 9

Home-Start Dudley

Balance Sheet - continued 31 March 2023

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 15 December 2023 and were signed on its behalf by:

Mary Elizabeth Jean Turner - Trustee

The notes form part of these financial statements

Page 10

Home-Start Dudley

Notes to the Financial Statements for the Year Ended 31 March 2023

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

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Fixtures and fittings - 20% on cost
Computer equipment - 33% on cost

Tangible fixed assets are stated at cost 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.

continued...

Page 11

Home-Start Dudley

Notes to the Financial Statements - continued for the Year Ended 31 March 2023

1. ACCOUNTING POLICIES - continued

Taxation

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

Fund accounting

Unrestricted funds

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. INVESTMENT INCOME

3.

INVESTMENT INCOME
31.3.23 31.3.22
£ £
Deposit account interest 120 -
CHARITABLE ACTIVITIES COSTS
Support
Direct costs (see
Costs note 4) Totals
£ £ £
Charitable activities 57,721 1,693 59,414

continued...

Page 12

Home-Start Dudley

Notes to the Financial Statements - continued for the Year Ended 31 March 2023

4. SUPPORT COSTS

SUPPORT COSTS
Governance
costs
£
Charitable activities 1,693

5. NET INCOME/(EXPENDITURE)

Net income/(expenditure) is stated after charging/(crediting):

31.3.23 31.3.22
£ £
Depreciation - owned assets 1,648 -

6. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 March 2023 nor for the year ended 31 March 2022.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 March 2023 nor for the year ended 31 March 2022.

7. STAFF COSTS

STAFF COSTS
31.3.23 31.3.22
£ £
Wages and salaries 42,657 43,222
Other pension costs 316 345
42,973 43,567
The average monthly number of employees during the year was as follows:
31.3.23 31.3.22
Number of employees 3 3

No employees received emoluments in excess of £60,000.

continued...

Page 13

Home-Start Dudley

Notes to the Financial Statements - continued for the Year Ended 31 March 2023

8. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted Restricted Total
funds funds funds
£ £ £
INCOME AND ENDOWMENTS FROM
Donations and legacies 655 - 655
Charitable activities
Grants receivable 57,512 8,750 66,262
Total 58,167 8,750 66,917
EXPENDITURE ON
Charitable activities
Charitable activities 56,334 400 56,734
NET INCOME 1,833 8,350 10,183
RECONCILIATION OF FUNDS
Total funds brought forward 62,619 - 62,619
TOTAL FUNDS CARRIED FORWARD 64,452 8,350 72,802
9. TANGIBLE FIXED ASSETS
Fixtures
and Computer
fittings equipment Totals
£ £ £
COST
At 1 April 2022 4,396 2,148 6,544
Additions - 6,642 6,642
Disposals - (2,148) (2,148)
At 31 March 2023 4,396 6,642 11,038
DEPRECIATION
At 1 April 2022 4,396 2,148 6,544
Charge for year - 1,648 1,648
Eliminated on disposal - (2,148) (2,148)
At 31 March 2023 4,396 1,648 6,044
NET BOOK VALUE
At 31 March 2023 - 4,994 4,994
At 31 March 2022 - - -

continued...

Page 14

Home-Start Dudley

Notes to the Financial Statements-continued Notes to the Financial Statements-continued
for the Year Ended 31 March 2023
10. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
31.3.23 31.3.22
£ £
Prepayments 258 240
11. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
31.3.23 31.3.22
£ £
Accrued expenses 7,054 6,922
12. MOVEMENT IN FUNDS
Net Transfers
movement between At
At 1.4.22 in funds funds 31.3.23
£ £ £ £
Unrestricted funds
General Fund 7,901 493 - 8,394
Designated Funds 25,000 - 2,500 27,500
Dudley MBC Fund 6,551 6,362 (7,500) 5,413
Strategic Development Reserve 25,000 - 5,000 30,000
64,452 6,855 - 71,307
Restricted funds
Pears Foundation Grant 8,350 (3,356) - 4,994
TOTAL FUNDS 72,802 3,499 - 76,301
Net movement in funds, included in the above are as follows:
Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General Fund 493 - 493
Dudley MBC Fund 62,420 (56,058) 6,362
62,913 (56,058) 6,855
Restricted funds
Pears Foundation Grant - (3,356) (3,356)
TOTAL FUNDS 62,913 (59,414) 3,499

Page 15

continued...

Home-Start Dudley

Notes to the Financial Statements - continued for the Year Ended 31 March 2023

12. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

Net
movement At
At 1.4.21 in funds 31.3.22
£ £ £
Unrestricted funds
General Fund 7,151 750 7,901
Designated Funds 25,000 - 25,000
Dudley MBC Fund 5,468 1,083 6,551
Strategic Development Reserve 25,000 - 25,000
62,619 1,833 64,452
Restricted funds
Pears Foundation Grant - 8,350 8,350
TOTAL FUNDS 62,619 10,183 72,802

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

Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General Fund 750 - 750
Dudley MBC Fund 57,417 (56,334) 1,083
58,167 (56,334) 1,833
Restricted funds
Pears Foundation Grant 8,750 (400) 8,350
TOTAL FUNDS 66,917 (56,734) 10,183

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.

Page 16

continued...

Home-Start Dudley

Notes to the Financial Statements - continued for the Year Ended 31 March 2023

12. MOVEMENT IN FUNDS - continued

Pears Foundation

This award has been made for the upgrade of ICT, storycise/toy library costs and family days out.

13. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 March 2023.

Page 17

Home-Start Dudley

Detailed Statement of Financial Activities
for the Year Ended 31 March 2023
31.3.23 31.3.22
£ £
INCOME AND ENDOWMENTS
Donations and legacies
Donations 375 655
Investment income
Deposit account interest 120 -
Charitable activities
Grants 62,418 66,262
Total incoming resources 62,913 66,917
EXPENDITURE
Charitable activities
Wages 42,657 43,222
Pensions 316 345
Rent 5,726 5,500
Insurance 1,014 945
Communication costs 622 739
Office costs 551 303
Sundries 101 78
Repairs and small equipment 28 -
Staff travel expenses 699 436
Volunteer expenses 800 297
Home-Start UK fees 1,205 1,183
Professional fees 516 415
Bank charges 72 96
Resources 169 929
Family assistance purchases - 93
Passes and permits - 400
Pears grant expenses 1,597 -
Computer equipment 1,648 -
57,721 54,981
Support costs
Governance costs
Accountancy and independent examination fees 1,584 1,668
Committee and AGM costs 61 37
Companies House fees 13 13
Information Commissioner's Office 35 35
1,693 1,753

This page does not form part of the statutory financial statements

Page 18

Home-Start Dudley

Detailed Statement of Financial Activities for the Year Ended 31 March 2023

Detailed Statement of Financial Activities
for the Year Ended 31 March 2023
31.3.23 31.3.22
£ £
Total resources expended 59,414 56,734
Net income 3,499 10,183

This page does not form part of the statutory financial statements

Page 19