Trustees. Annual Report for the period .. Period start dale Peric#J end dale Oay To31 From 01 Year "12 Section A Reference and administration details Charity name Home Instead Charities UK Other names charity is known by Registered charity number (rf any) 1156700 Charity's principal address Unil 2 Walnut Business Centre Lower Stretton Warrington Postcode WA4 4PG Names of the charity trustees who manage the charity Trustee name Dates acled rf nol forwhole e2r Office {if any) Name of person lor body) entitled toa oint trustee ifa Martin Jones Luke Norbury Clare Jefferies Ruth Brown Chair Diana Stephenson 10 12 13 14 15 16 17 18 19 20 Names of the trustees for the charity. if any, (for example. any custodian trust¢Gs) Name Dates acted rf not for whole ear Lori Hogan Resigned 9t1 February 2022 Roger Baumgart Resigned 30" March 2022 TAR March 2012
Names and addresses of advisers (Optional information) e of adviser Name Address Name of chief executive or names of senior staff members (Optional inforniation) Penelope Fleur Hamer Section B Structure, governance and management Description of the charity's trusts CONSTITUTION Type of goveming docijment How the charity is constituted CHARITABLE INCORPORATED ORGANISATION Trustee selection methods BY APPOINTMENT Additional governance issues (Optional infomiation) Luke Norbury cofflpleted Trustee Role5 and RestM)nsibilitie5 training in October 2022. You may ¢h005e to include additional infomiation, where relevanl. about.. The Charity commenced in a 'Commercial Participator Agreements, with RHM Telecomms; Able Label clothing brdnd and JMW Solicitors. policies and procedures adopted for the induction and training of trustees., the charitys organisalional structure and any wider network with which the charity works., In addwtion to the grant making pfoBramme the charity currently operates it was decided that the charity would commence operatin8 a small number of companionship cafes in the Ioc31 community to make a more meaningful impact on the lives of ageing adults. The process of planning for these activities began in this financial year with funding secured from outside sources includinE the charitvs first award from an external grant makinE trust, The Access Foundation, lo provide an element of technology to these actNitie5. The operation of the cafes will commence in Februarylmarch 2023. relationship with any relaled parties-, trustees, consideration of major risks and the system and prOdureS to manage them. Section C Ob"ectives and activities The objective5 of the charity are to fvrther such charitable purposes for the benefit of the elderly las are recognised under the laws of England, Wales and Scotlandl as the trustees see fit from time to time and in particular but not exclusively through making of grants. Summary of the objects of the charity set out in its governing document TAR March 2012
43 grants were awarded to community groups totalling £41,086.88. 10.790 ageing adults were supported through the provision of grants to local communitygroups. 18 Activities to reduce Social Isolation and Loneliness. 13 Activities to improve well-being. 15 Social activities. I communications grant to support a community of deaf ageing adults. 2 grants to provide accessible transport for community groups. Withington Assist £1499.88 Wilhington Assist runs a n)oiithly film club for over 65s living locally who miss going to tlie r.inem3 but no lon¢ter feel comfoitable goirig iflto town into the large venues. The activity is also good for peopl* who would really like to socialise with others but are a brl 5hy/like to h3ie a clpar attivily brinEing people together rather than o coffee mornlng which can lje a bit daurtting. Partlcipants found that sitting back and witching a filfft in a group really helped lo take their mind of things that Inight be going on in their lives, such as health problems, bereavement, having more time to fill due to retirerrient or reducecl mobility et¢. Summary of the main activities undertaken for tho public benefit in relation to these objects {include withln this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public bonefit) Volunteers help to run the session. givin8 Out popcorn in the interval and making sure everyone feels welcomed and comfortable. Leaf Creative CIC £1.500 Have started the UK'S first ever Steel Pan Troupe, using socialisation, rhythm work and an intergenerational approach to tackle isolation5 and lonelines%, and improve the wellbeing of parti£ipanLs. It is aimed at people over 50, 50n)e ol whom are living wrlh dementia, carers and families. The group is a family friendly, dementia friendly, carer friendly activity, wh¢re age group5 can mix and take part ir) tropical themed activities. Foundry Healthcare Lewe5 Patient Social Group £500 OperatinB 4 drop in groups per week for over 55 year olds providing activitie5 and/or events such as art therapy, ami chair yoga, breathing techniques and music therapy to help with the mental wellbeinE of the group participants and also to encourage others to join to prevent social isolation. Crossroads Braintree and Chelmsford £690 To fund a Chrisimas party for peoplo with disabilities that struggle lo socialise, to prevent them becomiiig isolated and lonely. A two course. Christmas dinner, with tea and mince pies for later with activities and pntertaiiimenl 51)cludiiig a singer. Barmiill Jolly Beggars Burns Club £500 To fund a trip to Carlisle, stoppinty off at Moffat for Morning coffee. This trip will benefit 57 members. all aged 71)k many of whom live in rural areas around Beiih and consequently suffer fron) lonelineis and social isolation. TAR March 2012
Additional details of objectives and activities (Optional inforniatlon) The charity was lucky enough to recruit volunteers to carry out specific tasks that beneffted the day to day operation of the charity and helped to Streamline process and drive income generation. Rob Howard. chartered accountant, volunteered for two days to build a bespoke finance reporting Sheet to enable to charity to segmenl income and expenditure more easily to facilitate the reporting of results to Trustees. This saved the charity £1.. You may choose to include turther statements. where relevant, about.. policy on granlmaking., policy programme related investment., contribution made by volunteers. Steven Gaskell. photographer, took some event photographs during the charitvs golf day that generated income from sales and saved the charity the Costs of hiring a photographer for the day. In total the charity benefited by £380. Section D Achievements and performance TAR March 2012
Section D Achievements and performance Summary of the main achievements of the charity during the year Q3 0* FY 22 saw the charity achieve its best quarter performance ever.. Best performing Year on Year results- Each quarter in 2022 performed better than the previou5 year,. Increased portfolio of activities- First ever Trusts and Foundations income- Access Foundation £43.750 Planning the delivery of own services in 2023 with the launch of Companionship / Tech cafes: Carols at Manchester Cathedral was a huge success with £11,000 being generated for the charity: London Landmarks half marathon was the chariws most successful fundrnislng event generating more than £20,000. TAR March 2012
Section E Financial review Brief statement of the charity's policy on reserves The charity is to hold no more than 3 months operdting costs in reserves with the exception of income that is ring fenced for direct seThice provision i.e. Companionship Cafes and the Access Foundation income. Details of any funds materially in deficit Further financial review details (Optional infonnation) You may choose to include In April 2022 19 people partiCiP3ted in the London Landmark half marathon and additional information, where generated more that £20,0 in fundrdising for the charity. This is the charity's relevant about: most successful fundraising activity. the charity's principal sources of funds (including any fundraisingl- how expenditure has supported the key objectives of the charity- investmenl policy and objeGtives including any ethical investment policy adopled. The Queens Jubilee saw income of £7,(th generated from a number of street parties held by Home Instead Local Offices. The charity secured its first income from Trusts and Foundations to run a number of companionship cafes in the local community with the aim of connecting older adults to technology to enrich their lives and help with day-to- day tasks such as online shopping, accessing online NHS health SeiCe5 and keeping in touch with family and friends. In total £43.650 w35 received frorn The Access Foundation. Section F Other optional Information Section G Declaration The trustees declare that they have approved the trustees. report above. Signed on behalf of the charity's trustees Signature{s) Full name{s) Position (eg Sgcretary. Chair, etc) Martin Jones MBE Chair Date 6th March 2023 TAR March 2012
CHARifY COMMissioW Instead Charib95 UK FOR ENGLAND AND WALE 1156700 Receipts and payments accounts CC16a For the pericKI from 01101r2022 31112r2022 To Section A Receipts and payments Unrestricted funds R&strictÈd Endowment funds funds to nearp4t É tOthe¢ste t0thpneulÉ Totsl funds La8tyO8r tothe neare 10 the npare5t£ A1 Recei Events Gener?1 Donation5 Just Givi Other ievenue GiftA NatH)n)l Office Sporting ¢ha11enge Ltta1 Olf¢$ G1 Dty Corpor?Ip DonaboD5 Joy Bake Foundthns 16,885 15,758 11.016 75 317 75 317 1072 3.5 1,OS6 Z,072 1.056 36.588 5.537 1.363 5.537 1.363 44.750 7.693 44.7YJ 7.693 Carols or AR) 105,067 105.067 48,882 seta seè table . Investment sa 105.067 10&067 48,882 A3Pa ments Dirt Exwnses A$Ing Audit2nd fees k fees C¥mpi4ns EMndlre Events ExKÈnditure Genef31 Expenses Granl Exrwdrture Insuran IT sOtWd & SUmaAes Stsff TrainifvJ subsulpons 179 1.441 1,141 1,049 144 6,327 3,880 44,801 673 2,806 6.1L 5.001 41.087 6,1Q6 5,001 41,08T 199 717 199 717 Sub total 58,114 58.114 60.156 A4 Asset and invesknent Sub total 58,114 58.114 60,156 Net of receipts/(payments) A5 Transfers betrrfeen fund¥ A6 Cash funds last year ènd Cash fiinds this yearend 46,953 46,95 11,274 56,969 103.922 56,969 103.922 68,243 56,969 Section B Statement of assets and liabilities at the end of the period Unrestricted funds Restricted funds Endowment funds Categoii&s D•lails
to nearESt£ tr*ne•Bst£ to nearest£ B1 Cash funds 103,922 Total eash funds 103,922 8}) OK UrEre$trFCted funds OK R•strictod funds to nearestÉ OK Endowment funds to rrest£ Detslls Fund lo whi¢h eurfent value Details Cost lo.0nalI B3 Invesbnont assèts Fund to whith Crrent value onal Detalls Ctst¢oon1lI B4 Ass8ts rètained for the charity's own use AThouDtdue K¥nal Wh2n due onal Details BS Liabilities &gned by one or INslees behalf of all the trustees Signature Print Date of roval
CHARITY COMMISSION FOR ENGLAND ANO WALES Independent examiner's port on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Charity Nam Home Instead Senior Care Charities UK On accounts for the year ended 31 DECEMBER 2022 Charity no (if any) 1156700 Set out on pages IremetnbEr lo Include the page number5 of addttsonal sheets) I report to the trustees on my examination of the accounts of the above charity ("the Trust.) for the year ended 3111212022. Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance wtth the requirements of the Charities Act 2011 (°the Acr). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination, I have followed the applicable Directions given by the Charity Commission under section 14515){b) of the Act. I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below "l in connection with the examination which gives me cause to believe that in, any material respect: accounting records were not kept in accordan wilh section 130 of the Act or the accounts do not accord the accounting records Independent examiner's statement I have no COnmS and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. lease delete words in the brackets rfthey do not apply. Signed: Date: a 2J Name: MRSDDLEA Relevant professional qualification{sl or body lif any}: FCA, FCCA Address: CHESTER HOUSE. LLOYD DRIVE. ELLESMERE PORT CHESHIRE CH65 9HQ Section B Disclosure Only complete if the examiner needs lo highlight matters of concern (see CC32, Independent examination of charity accounts". directions and guidan for examiners). IER October 2018
Give here brief details of any items that the examiner wishes to disclose. IER October 2018