HOME-START BRISTOL AND SOUTH GLOUCESTERSHIRE (a company limited by guarantee) Report and Financial Statements For the year 1 April 2023 to 31 March 2024 Charity Number 1116207 Company Number 5745817
HOME-START BRISTOL AND SOUTH GLOUCESTERSHIRE Reference and Administrative Information Charity Name Home-start Bristol and South GIoUsterShIre Charity Registration No 1116207 Company Registration No 5745817 Registered Office Unit 11 (and operational address) Greenway Centre Doncaster Road Southmead Bristol BS10 SPY Trustees Kate Oliver Trevor Leonard Rita Deegan Helen Greer Linda Hunter David Leech Katherine Martin Anthony Pachon Catherine Potter Ceri Potter (Chair) {Treasurer) (Resigned April 2023) (Appointed June 2024) (Resigned July 2023) (Appointed July 2023) (Appointed November 2023) (Resigned January 2024) Jessica Smith (Appointed July 2023) Shannon Wilding (Appointed July 2023) (Resigned May 2024) Advisers Sarah Birch Celia Ellis Janet Leonard Katherine Martin Maroussia Rochigneux Manager Terri Fletcher Independent Examiner Joanne Trowbridge MAAT Bristol Community Accountants CIC The Park, Daventry Rd, Knowle, Bristol BS4 1 DQ Bankers HSBC (62 George Vthite Street, Cabot Circus, Bristol, BS13BA) Scottish Widows Bank, plc (67 Morrison St, Edinburgh EH3 8YJ)
HOME-START BRISTOL AND SOUTH GLOUCESTERSHIRE TRUSTEES, ANNUAL REPORT The Trustees present their report and the unaudited financial statements of the charity for the year ended 31st March 2024 Referen and administrative information set out on page 2 forms part of this report. The financial statements comply with the Charities Act 2011 as amended by the Charities Act 2022, the Companies Act 2006, the Memorandum and Articles of Association, and 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 2015) as amended by Update Bulletin 2 published in October 2018, effective for accounting periods beginning on or after 1 January 2019. Structure Governance and Management The organisation is a charitable company limited by guarantee, incorporated on 16 March 2006. The company was established under a Memorandum of Association which established its objects and powers, and it is governed under its Articles of Association. The directors of the company are also charity Trustees for the purposes of charity law. Trustees meet six times a year with their advisers and the Manager. Trustees must stand down after 3 years but can be re-elected by members at the Annual General Meeting. New Trustees are similarly elected at the AGM, although they can be co- opted at any time. They undergo a formal induction programme. In March 2024 the Trustees resolved to change the name of the company from "Home-start Bristol" to "Home-start Bristol and South Gloucestershire" to more accurately reflect the geographical area in which it operates. Main Objectives Home-start Bristol and South GIoUsterShIre (HSBSG) is an independent, voluntary organisation providing a volunteer-led home visiting Servi to families with a child under the age of five years old. Volunteers visit families in their own homes every week and provide support in situations as diverse as isolation. depression, multiple births, financial or emotional difficulties or where parents are simply finding life a struggle. The volunteers, who are parents themselves, are trained to provide non-judgemental, practical and emotional support and to build confidence and skills to enable the family to cope better. They are supported throughout by the staff of skilled coordinators who match families with the most appropriate volunteer, monitor progress and provide ongoing training and support. The coordinators also liaise with other agencies for the benefit of the families. HSBSG now also offers groupwork as part of our menu of support to families. This has been a new area of work which has been piloted and developed since Autumn 2022 and is rapidly becoming an embedded part of our service. In Bristol we are offering Mums in Mind groups for women experiencing perinatal mental health difficulties as well as a
Multiples group for families with twins and triplets as we are reIving increasing referrals for families in this category. In South Gloucestershire we have been commissioned by South GIoUsterShIre Council to offer Best Start groups to families with children under the age of two who are beginning to struggle and would benefit from additional support to prevent an escalation of issues. Public Benefit In shaping the objectives for the year and planning activities, the Trustees have considered the Charity commission's guidan on public benefit, including the guidance 'public benefit.. running a charity (PB2)'. Financial Review The summarised financial results for the year are: Income of £316,381 (2022123 £244,669). Expenditure of £312,220 (2022123 £223,699). A net surplus of £4,161 (2022123 £20,970). Our reserves now stand at £178,991 {2022123 £174,830) which represents six months of expected expenditure (2022123 seven months). The Trustees regularly review both financial and operational risks. Trustses. Responsibilities in Relation to the Financial Statements The charity's Trustees are responsible for the preparation of the accounts in accordan with the terms of the Companies Act 2006 and the Charities Act 2011. The Trustees are required to prepare financial statements for each financial year in accordance with United Kingdom Generally Accepted Accounting Practice (United Kingdom Accounting Standards and applicable law). The financial statements are required by law to give a true and fair view of the state of affairs of the charity for that period. In preparing these financial statements the Trustees should follow best practi and: Select suitable accounting policies and then apply them consistently Make judgements and estimates that are reasonable and prudent State whether applicable UK Accounting Standards have been followed, subject to any material departures disclosed and explained in the financial statements Prepare the financial statements on the going concern basis unless it is inappropriate to assume that the charity will continue in business The Trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with applicable law, regulations and the trust deed. They are also responsible for safeguarding the assets of the charity and hence taking reasonable steps for the prevention and detection of fraud and other irregularities, The Trustees have taken advantage of the small companies, exemption in preparing the accounts.
Report from the Chair of Trustees Overview The past year has seen the usual ups and downs found in underfunded voluntary sector organisations; though the contours were rather steeper than usual for HSBSG with a steep mountain mid-year when both our Offi administrator and our Chief Executive suffered major health episodes and surgery requiring long-term recuperation and recovery. Owing to the new middle manager structure, skilful staff, volunteers, and loyal trustees, HSBSG was able to continue to provide vital services to families struggling with the economic downturn and the many pressures that poverty exerts. We maintained our careful focus on safeguarding and financial management while we continued to improve our marketing and quality assurance functions and to invest in new finan software. Services HSBSG'S flagship home-visiting Servi supports families for an average of six months but sometimes longer depending on their needs. Each family receives an initial visit from a co- ordinator before being matched with a volunteer, then review visits and an end visit to monitor and evaluate progress towards agreed goals. HSBSG'S home-visiting volunteers, supported by the professional staff team, are uniquely plad to support the child and the family through challenging times. Weekly aCsS to the family home over several months gives volunteers an insight into behaviours, family dynamics, emotional and practical challenges. They can help parents develop a better understanding of their child, aCsS specialist ServIS and develop strengths-based parenting strategies to support the child's social, emotional, and cognitive development at the most crucial time. Through our home visiting we signpost families to local seNices such as children's centres and playgroups and as well as to specialist organisations. Our volunteers will often support families to access, local facilities by accompanying them on outings to parks, libraries and other community reSoUrs. Mum said that the support and friendship both myself and her volunteerprovided her with has enabled her to make friends, integrate into her community, finally get her mother to the UK, find a home for the 3 of them, find a full-time job working in a warehouse and a nursery place for Cl. She says she could not have done all of this without our support. (Family Support Co-ordinator) In January 2024 HSBSG launched Dad Matters. This flagship new project funded by Bristol City Council supports fathers and male carers of children under the age of two. It led to the diversification of our staff team from none to one man. Over the last year HSBSG branched out into groupwork as a means of meeting the increasing number of referrals into our Servi., but also, to help parents to meet on a peer- to-peer basis, combat isolation and increase community connections. We established good working relationships with Children's Centres across Bristol and South Gloucestershire. In response to increasing needs around women's mental health during the perinatal period and families who are struggling to cope with a new baby and changes to family life, we were commissioned to run Best Start groups across South Gloucestershire for families with
children under the age of three who are struggling; and secured funding for Mums in Mind groups in partnership with three Children's Centres in Bristol to address perinatal mental health needs for women. Mothers who attended the Mums in Mind group were referred for a range of reasons: some self-referred because they were feeling isolated and were keen to meet other mums in their local area, whilst others were referred by external agencies. We had a number of mums attend who were living in temporary accommodation due to leaving their partner or through their refugee or asylum seeker status. The groups are led by our trained Family Support Co-ordinators and supported by volunteers who provide extra help with babies and children so that the motherslfamilies can participate fully. Each family attending a group re1ve a home visit prior to the group start date. This initial visit gives us a better understanding of the needs of the family and what they are hoping to get from the group. The groups take place over 10 weeks. After week two they are closed to enable the women and their families to bond and feel confident that this is a safe Spa to share their experiences. The groups are proving a popular way of promoting peer support and connections outside of the groups. Parents have a WhatsApp group where the co-ordinator can follow up the sessions with resources and which the mums can use to communicate to provide peer support outside the group setting. Mum reflected that the Best Start group had been 'perfect' for her in enabling her to get out the house and support C1 to mix wrth other children. It had enabled her to see the benefit of this for him and she is keen with continued volunteer support to build her own confidence to do this alone (Dad attended group with her each week). Mum was very thankful for the activities and resources given as well as her slow cooker food parcel, wellbeing bag and books for C1 at the end. (Family Support Co-ordinator) We are also supporting a peer-led multiples group (for parents of twins or triplets) in partnership with a children's ntre in East Bristol. This drop-in group attracts an average of twelve families with at least 24 children to each session. Staffing With the start of a new Lottery grant, HSBSG increased its staff capacity. In the first quarter of the year the three new part-time family support co-ordinators, appointed to deliver HSBSG'S expanding group work, consolidated their roles. The new Senior Co-ordinator (Families) post was confirmed as permanent, and the newly appointed Senior Co-ordinator (Business Development) was inducted into the new post. With strong middle management capacity in pla, the opportunity was taken to manage the managers workload by focussing the job description on strategic activity and to change the job title accordingly to Chief Executive. No sooner was this new staffing structure in place than both the office administrator and the chief executive required major surgery, extended sick absence and phased returns to work. The second quarter was therefore a period of 'all hands-on deck, as we continued delivery and prepared to start the exciting new Dad Matters servi. A volunteer in the office was able to step into a temporary paid administrative role; middle managers increased their
hours and remuneration. and eXperiend trustees stepped into staff supervisory and other executive roles. During the third quarter we welcomed the chief executive's return to work on reduced hours. and in the fourth quarter we said a fond farewell to a longstanding family support co- ordinator ready for a new challenge. Volunteers HSBSG'S home visiting service depends on its well-trained and, in many cases, highly experienced volunteers to delivery its home visiting service. Increasingly volunteers are also needed to support the paid workers to deliver group work safely such is the increase in need of the families referred to us. Heather was such a great support, knowing Heather was coming every week was wonderful. We got out, went for trips to the park, Lego club and even caught the bus together into town. Nothing was too much for Heather and we spent one visit planting bulbs in the garden. (Parent) HSBSG is diversifying the roles of volunteers as the need arises. In the past year a volunteer supported our office administrative function; another helped with preparing grant applications,. some delivered holiday food aid to the families we support; and others advised HSBSG'S marketing group around volunteer recruitment via a variety of social media platforms. Three volunteer reps attended board meetings and regular meetings with the manager, providing a vital channel of information and communication to and from the board, the manager and the volunteers. The reps also contributed to a termly newsletter for volunteers, led regular peer support sessions with volunteers, input into both the design and delivery of training sessions, co-delivered the volunteer preparation course and organised the annual Christmas lunch for volunteers. This past year wetrialled marketing and training venues in different areas where our new groups were setting up. Despite recruiting 23 new volunteers, it was another tricky year for volunteer recruitment with 7-12 on each of the three volunteer preparatory training courses rather than the 15 we used to recruit before the pandemic. Given this is a national trend, the volunteer delivery model successfully deployed across local Home-starts nationally for decades is having to adapt to an economy where people need to work longer hours and until they are older, without the time to volunteer during the day. Trustees and board activity Katherine Martin, a longstanding trustee and the previous chair of the board through the Covid pandemic, stood down but generously agreed to remain as an HR board advisor while we recruited and inducted a new trustee with HR experien. The inclusive recruitment campaign launched in the previous year to ensure we maintain and develop a strong and more diverse board resulted in the appointment of five new trustees in the past year, one of whom had the HR expertise we particularly needed, and some diversification of the board in terms of sex and age. This strengthened the board from five to ten trustees. We agreed to ring fence two remaining vacancies on the board while we further targeted our recruitment to people from minoritised communities. Two of the new
trustees resigned shortly after their induction, citing changed family and work circumstances, leaving insufficient time to give to the trustee role. At the end of the year, therefore, eight trustees sit on the board, and we are continuing to seek new board members. To support a more diverse board, including trustees in paid work, the board changed from six morning meetings a year to three evening and three morning meetings and to the option to attend all meetings online. At the start of the year the board agreed a new three-year strategic plan based on the HSUK'S strategic goals of Inclusion, Voice, Impact and Growth. It also completed the transfer of all but one of the operational functions from trustees to the staff team. The new case management system, Charity Log (CLog), required a good deal of staff input to tailor and populate it with high-quality data. The new finan management system Xero was purchased and its installation commissioned. It remains to train staff in its smooth operation through the coming year. To free up more time for strategic discussion and development at board meetings, a new Business Planning Committee with delegated decision-making powers was instituted to meet in befvieen the bi-monthly board meetings; and the policy review cycle was revised from annually to bi-annually, except for mandatory policies such as safeguarding which remain reviewed annually. A working group of trustees and managers drafted a new Equalities, Equity, Inclusion and Diversity Plan to improve our engagement with stakeholders, provide more equalities data on which to base decision-making and to target our support for marginalised groups. No formal complaints have come to the board this year. Safeguarding The board reviews the safeguarding policy each year. receives reports on the bi-monthly safeguarding reviews at each meeting from the lead and deputy safeguarding offirS and the lead trustee for safeguarding. Both in-house and online training was available to trustees, staff and volunteers who are all required to update their training annually. All new volunteers were trained in safeguarding as part of every mandatory volunteer preparation course. Achievements and challenges In the past year we supported 284 vulnerable families, 146 through home visiting and 138 through groups. Of these families 44 % were lone parents., 26 % were from black and minority ethnic groups, 4 % refugees and asylum seekers. 210/0 reported a family member with a disability. Of the families whose support ended during the year: 0 92 % reported feeling better connected with more access to services. 0 89 % reported a reduction in loneliness and social isolation achieved through the emotional support of a volunteer and coordinator, weekly visits and telephone calls and by supporting parents to improve their social neIOrkS. 0 85 % reported and improvement in the mentsl health and wellbeing of both parents and children achieved through having non-judgemental support, 'a listening earf, by
reducing isolation, improving social networks, linking to other services and reducing stress at home. 0 87 % reported feeling better able to cope with the challenges they face and manage family life more successfully, including families accessing foodbanks and welfare advice as well as referrals to other support services and families that were supported to manage their household budgets and routines more successfully., 0 80 % had accessed one or more new servi, local resource or groupwork opportunity. 0 92 % reported having better access to and connection with local services and reSoUrs, including families being supported to aCsS local parks, parent and toddler groups, libraries and local support ServIS such as children's ntres. The needs of referred families continued to rise due to the cost-of-living crisis and changes to the benefit system, with debt, food and fuel povety and insecure housing. We saw increased referrals for families with intersecting and multiple needs. A history of domestic abuse became more prevalent, and most families referred to us indicated a mental health need ranging from mild to severe. The number of families with children who had disabilities and additional needs also increased, particularly for children who are neurodiverse and who may be autistic. We aim to develop funded projects to address these needs. HSBSG'S food project, funded by Warburtons, ensured that families experiencing food povety accessed the support they needed. We worked in partnership with other specialist community voluntary and statutory sector agencies to make sure that families were signposted to appropriate services. Our family support coordinators often acted as a vital link to these services and they advocated for families. Funding We were grateful to receive the second of three years funding from Henry Smith for HSBSG'S family home visiting service; and the first of a five-year National Lottery Community Fund grant to support vital organisational development and the diversification of funding streams, as well as the home visiting and group work SerVis. At the end of a successful pilot, the continuation in January 2024 of an enhand contract with South Gloucestershire Council for Best Start groupwork in partnership with Children's Centres for families with children under 3 who are struggling was exciting. Quartet Community Foundation and Iwhite Stuff funded the Mums in Mind groups for women who experience mental health difficulties during the perinatal period or who are struggling to cope with a new baby. Our food project funded by Wart)urtons provided holiday food parlS and resources to 60 families experiencing food poverty. We also held a successful training day for volunteers to enable them to help families with food and meal budgeting during their home visits. We On again benefitted from the donation of gifts from BT, a wonderful selection of presents all wrapped and labelled, delivered to over 50 families by co-ordinators and volunteers. To all these vital donors and to all our other funders we send our warm thanks.
The Future The new strategic plan places growth, voice, inclusion and impact at the ntre of our endeavour. Diversifying our funding is an urgent priority, in particular developing corporate sponsorship to augment grant funding. We look forward to our support for fathers increasing over the year ahead, and we will strive to draw down funding to extend the geographical reach of the Servi to include South Gloucestershire. Developing more project-based ser11S, including more peer support and group work, that are eligible for targeted funding streams will help us to grow the number of families we can support. The use of a new finan management sofbNare package will give staff the information necessary to develop and draw down funding for sound new projects and assure future sustainability. Consolidating our new staff structure and the continuing development of group work will be important in the year to come, as will the review of our delivery model. To bring our new Equalities, Equity, Inclusion and Diversity Plan to life we are devising plans to engage with our stakeholders, particularly the parents, carers and children that we support, our staff and volunteers. With the staff team and my colleagues on the board, I look forward to integrating their views and experiences into our policy and service development so that we can continue to make a difference - like this.. My volunteer Clare was kind, gentle and very patient. The boys adored her. Without her support I would neverhave taken the boys to so many different activities nor made the couple of lovely friendships I have made with other Mums. (Parent). Kate Oliver Approved by the Trustees and signed on their behalf by: Chair of Trustees.... Date 11 July 2024 Registered offi. Unit 11, Greenway Centre Doncaster Road Southmead Bristol BS10 SPY 10
INDEPENDENT EXAMINER'S REPORT I report on the accounts of the company for the year ended 31sI March 2024 which are set out on pages 12 to 17. Respective Responsibilities of Trustees and Examiner 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 carying out my examination I have followed the Directions given by the Charity Commission under section 145(5) (b) of the 2011 Act. Independent Examinerfs Statement Since the Company's gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that l am qualified to undertake the examination because l am a member of The Association of Accounting Technicians, which is one of the listed bodies. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect: 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 3. 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 4. the accounts have not been prepared in accordan with the methods and principles of the Statement of Recommended Practi for accounting and reporting by charities lapplicable to charities preparing their accounts in accordan 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. Joanne Trowbridge MAAT Bristol Community Accountants CIC, The Park, Daventry Road Knowle, Bristol, BS4 1 DQ Date 11 July 2024
Home-stsrt Bristol and South Gloucestsrshire la company limlted by guarantse) Charity Number 1116207 Company Number $745817 STATEMENT OF FINANCIAL ACTIVITIES: 1st APRIL 2023 to 31st MARCH 2024 Note Unrestrlcted Funds Re8trlcted Fund8 Total Funds 2024 Total Funds 2023 Income and endowments from: Donations and legacies Charitable activities Other trading activities Investments 4,351 4,012 3,543 813 4,351 307,874 3,543 613 4,972 236,330 3.192 175 303,862 Totsl 16 12,519 303,862 316.381 244.669 Expenditure on: Raising funds Charitable activÉties Other 8,303 55 301,865 1,997 310,168 2,052 221,961 1,738 Total 8,358 303,862 312.220 223,699 Net income 4,161 4,161 20,970 Other recognised gains Net movement in funds 4,161 4,161 20,970 Reconciliation of funds: Total funds brought fOard 174.830 174,830 153,860 Total funds carried foNRrd 178.991 178,991 174,830 12
Home-stsrt Bristol and South Gloucestershire (a company limited by guarantee) Charity Number 1116207 Company Number 5745817 BALANCE SHEET AT 31st MARCH 2024 31st March 2024 31st March 2023 Note Fixed assets 12 Current assets Debtors Cash at bank and in hand 13 14 70 205,339 213,699 Total current assets 213,699 205,409 Liabilities Creditors: Amounts falling due within one year 15 34,708 30,579 Net current assets 178,991 174,830 Total net assets 178,991 174,830 The funds of the charity: Restricted funds Unrestricted funds 178,991 174,830 178.991 174,830 The directors are satisfied that the company is entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies. Directors, responsibilities: The members have not required the cornpany to obtain an audit in accordance with section 476 of the Companies Act 2006. The directors acknowledge their responsibilities for complying with the requirements of the Companies Act with respect to accounting records and the preparation of accounts. These accounts have been prepared in accordance with the provisions applicable to small companies subject to the small companies, regime and in accordance with FRS102 SORP. Approvetl by the Tw tees on 11th July 2024 and signed on their behalf by.. Trevor Leonard, Director and Treasurer 13
Hom•4tsrt Brlstol •nd South Glou#1$hlr• {4 CoMnY limit by guarantsel t4¢)tss to Fln•n¢lal St•tsmonts for ywr endod 31st M•r¢h 2024 AoUntIng pollcl•8 al The Ilnana81 statements h8ve been pPared in accordance with the Statement of Recommended Practice.. A¢counting and Reports'ng by Charill8s preparing their a¢Unts in accordance with the Finana81 Reporting Stsnd8rd applicable in the UK and Republic of Ireland IFRS 102} issued on 16 Juty 2014 as amended by Update Bullelln 2 published in October 2018, effecaive for 8ccounling periods beginnÉnu on or after 1 January 2023, and with the Charities Act 20118S amended by the Ch8fities Aci 2023. bl The finanoal ststements have been prepared under the historrcal cost convention th items recognised at cost of transaction value unless olhery+i8e staled in the refev8nt noto181 to these accounts. cl The tarity Is 8 publlc b8nefil enttty as defined undor FRS102. Th6 tnJslea$ consider there arg no material unCertaintS 8ffecting tho ablllty of th¢ charty to continue as a going concem. dl Grdnls and other income re1¥e in the year in resped of future periods are doferro(l (Fnlll those pe0d5. Such defrThed Income Ls rècognis¢d a$ a liability in the accounts. el Expenditure is recc*3nised in the period lo which it relates. Expendtturè indudes attribirtable VAT which is irrecoverable. 1> Office equipment 18 ijepreoat8d when the purchase price exceeds £1,000. D&prectalion is provided al 25% on a Straht line basis ¢olculated to V4Tite dovm the cost of each asset over its expected useful life. gi Reslrilted funds are Ihose lo be us8(I for a specffic purpose as laid down by thè donor. Expenditure which meets the relevant crflerfa together vjith a fair allocation of management and support costs is charged to these funds. Ye•r trndod 31$t Mar¢h 2024 Y••r ond•d 31st Mar¢h 2023 2 Incomo and endowmonts from don•tlon• and lo¢1•¥ Regular donations Other donations 4.080 277 4,701 271 4,351 4,972 3 Im¢om• and end4)wmonts from charltablo actlvlties Re¥tri¢t•d fund• Natsonal Lottery Community Fund The Henry Smith Charity South GIOUtershIIe Council Bristol Cty Counol Children-in-Need The Wartjurtons Foundation Home-start UK Quartet Community FouThJallon Vol8nt Charitable TTUSt Thg Kglly Family Charitable Trust Other Grants (under £5,000) 137,937 55,200 52.684 36,750 11,291 10,000 46,767 53,800 22.132 27.590 10.000 10,023 10,000 8,000 5,000 8,286 303,862 201.609 Unrnstrlctsd funds Bristol Round T8b Quartel Community Foundation Society of Merchant Venturers J & M Bfitton Charity Trust c0p Local Community Fund Oiher Grants (under £5,000) 2,500 500 7,500 5,000 5,000 2,390 14.831 1.012 4,012 34,721 14
Homtrstart Brlstol and South Gloucestsrshlre (a company Ilmlted by guarantee) Notas to Flnanclal Statèments for year ènd•d 31•t M•r¢h 2024 {contd) 4 Govomm•nt Grnnts The chaflty receSves govemment grants in the form of fjjnding from Bristol City CounrAI and Stsulh Glouce8lef5hire Counal lo finance charitable actvibes. The total value of such grants in the yeaf ended 31st March 2024 was £89,43412023 £22,132). Thefe a no unfulfllled condlllons or conllnognd&s aita¢hlng to these grants in the year ended 31 March 2024. Y•ar gnd8d 31st March 2024 Y•ar •nd•d 31st March 2023 S Incom• and endovfflients from oth•r tradlng actlvltl•s JustgivirlLoca1gIVlng1P3Yp3I easyfundraising.comlAmazon SmiJ8 other income 2,225 256 1,062 822 307 2.063 3,543 3.192 6 Invg8tmw¥t In¢om• Scottlsh VVid0 904ay accoLFnt 613 175 613 175 Year ondgd 318t March 2024 Yoar endod 31$t March 2023 7 EXndItrn on charltable a¢tlYltl•$ Unre•trlct•d Restrictsd Totsl Unr•strlctsd Rostrlct•d Total Salary and pension costs stafflvolunleer expenses Training costs Publicitylre¢rullment Rénttheavpower Administration Office expenses Toy ktslbooks Depreciation 6,303 175 117 229,163 6,358 4,257 2,996 16,994 16,140 22.967 2,990 235.466 6,533 4.374 3,078 17,462 16,584 23,599 3,072 15,360 370 555 773 1.561 1.255 1,851 193 140,185 3,375 5.072 7,052 14,242 11,457 16,897 1,763 155,545 3,745 5.627 7,825 15,803 12,712 18,748 1,956 468 632 82 TOTAL 8.303 301,865 310,188 21,918 200,043 221,961 8 EXpdItur on oth•r Insurances Govemance Indepe1ent Examinef fee 32 1.162 219 616 1.194 225 833 114 1,036 12 518 1.150 13 575 17 57 55 1,997 2,052 172 1,566 1,738 9 R•latsd Paty Trnn•actlo There were no Irans8tons Involving related parties during the year12023 none). 15
Home4t*rt BrtBtol and South GlOUclebIrO (• Company Ilmltod by grants•1 Notss to FInan¢1 Ststomonts lor yèar ondgd 31st March 2024 Icontd) Yeai endod 31$t March 2024 Y•ar •ndod 31st Mareh 2023 10 St4ff ¢ts ond ttumb•rs Salaries Social Sewrity costs Pension conlribulions 213,563 10,347 t1,556 142,498 5.393 7,654 235,486 155,545 The average monthty number of part-ume stsff employed throughout tM yèarwas ten12023 elghti. There are no employees ¥ecetV811 employee beneffts lexduding employer pension costs) of more than £60,000. 11 R8muneratlon and benoflts Mc•lv•d by k•y man•g•mont p•rsonn•l No Muneration was paid to any Tnjstee during the year12023 Nill. RemuneT81ion 8nrl benefits relatin9 to other key management personnel amountèd to £32,46312023 £38,196). Expenses lotsllin9 £1812023 £nil} were paid to a Trustee during the yèaf. Year •nd•d 31st March 2024 Year ond•d 31st Mar¢h 2023 12 Flxod a¥ts Offfice Equlpment Cost al 1 Aprtl Additions Disposals Cost at 31 M8rch 6,559 6,55 Dèpwiation bVfi%%l Charge for year Depreciation clllfvvd 6,559 6,559 6,559 6.559 Net book value 13 Oebtors Other debtors 70 70 14 Cash at bank and In hand HSBC account Scottish Widows 90 day a¢Unt Petty cash 169,469 44,230 161,472 43,617 250 223,699 205,339 16 Creditorn: •mounts falllng due wlthln one y•ar Deferred income other CTedilors 34,078 632 23,143 7,436 34.708 30,579 16
Honw4tsrt 3rl8tol and South Glouce#tsrnhlre la company limlt•d by gvarants•l Not to Flnanclal 8tt•m•nts lor yo•r ond•d 318t M•r¢h 20241eontd) Yfrar ended 31st March 2023 16 Analysls of prlor year statement cf flnanclal actlvitl•8 Unr•$trl¢t•d Fund$ R•¥trl¢tsd Fund8 Total Funds Incomè and •ndowm•nts Donations and legaaes Charitable activities Other trading 8ctivit*s Investments 4,972 34,721 3,192 175 4,972 236.330 3,192 175 201,609 43,060 201,609 244,669 Expondttur• Raising lunds Ch8ri18blg activities Other 21.918 172 200,043 1,566 221,961 1,738 22,090 201,609 223,699 Not In¢¢m• 20,970 20,970 Other r•cognlsed galns Not mov•m•nt In funds 20,970 20,970 conclllatlon of fund•: Totsl funds brought forwrnrd 153,860 153,860 Total funds ¢arrlod tovward 174,830 174.830 17