S (HARIIY (OMMISSI Trustees, Annual Report for the period Period dale Perii)d end date From To Section A Reference and administration details Charity name Home Instead Charities UK Other names charity is known by Registered charity number (if any) 1156700 Charity's principal address Unit 2 Walnut Business Centre Lower Stretton Warrington Postcode WA4 4PG Names of the charity trustees who manage the charity Trustee lla￿¢ Office (if any) Date5 8Cted if not for whole ear Name of persoll (or b￿ly} entltled to oint trustee ifan Martin Jones Chair Victoria Massey 16 June 2024 - present 10 12 13 14 15 16 17 18 19 20 Names of tbe trustees for the charity, if anyy (for example, any custodian trustees) Name Dates acted if not for whole ear Diana Stephenson TAR March 2012 Luke Norbury Clare Jefferies Resi￿ed 23 October 2024 Names and addr¢sses of advisers (Optional inforniation) e of adviser Name Address Name of chief executive or names of senior staff members (Optional information) Penelope Hamer Section B Structure, ooi'ernancc and management Description of the charity's trusts CONSTITUTION Type of governing document trLI.il deytl. Lgry.xli i41ii)iil How the clLaTity is constitut CHARrrABLE INCORPORATED ORGANISATION Trustee selection methods BY APPOINTMENT Additional governance issues (Optional information) You may ehoose to include additional infomation, where relevant, about: Luke Norbury resigned from bis position as Trustee on 23 October 2024. policies and procedures adopted for the induction and training of trustees; the charity's organisational structure and any wider network with which the charity relationship with any related trustees, consideration of major risks and the system and procedur¢s to manage them. Section C Ob.jeetives and activities TAR March 2012 The objectives of the charity are to further such charitable purposes for the benefit of the elderly las are recognised under the laws of England, Wales and Scotland) as the trustee5 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 its governing document Following the launch of our Companionship Cafes in 202212023 the charity is now operating 23 cafes supporting more than 500 individuals on a regular basic across the UK. Enrichment activities such as arts and crafts, singing, films, reminiscence, sporting and mobility exercises, and quizzes take place as well as regular social groups where ageing adults meet and chat over a cup of tea and cake. Our Talk Tech café model has seen huge success getting ageing adults savvy and confident using technology devices. In addition to the companlonship/Talk Tech cafes the charity has awarded 57 grants to grass roots community groups in 2024 totalling £23,807 and benefiting 3,471 ageing adults across the UK. Awards included: Blaenavon Over 505 Forum. Northern Ireland: £440 Summary of the main aetiTrities undertaken for the public benefit in reIation to these objects (include within this sectioll the statutory declaration that trnstees have had regard to the guidance issued by the Charity Commission on public benefit) To run events forthe eLderly coming up to Christrnas for elderly people in the community an(i to provide them wlth awarm hub and refreshments duringthe cost-of-livlng cilsls. 20 seniorswere supported. Embells cic community support project, Gateshead: £500 To tun a freeweeklycommunity lunch seNice brfngingthose who are most valuable and isolated togetherto enjoya free 3 course hot meal and to host a friendship group each month in partnership with Age UKGateshead wlth a range of activities and talks. 100 seniorswere supported over a 12 month perio(J. Strlngof Hearts CIC, Manchester: £500 Stringof Hearts Is a community arts organisation which connects older adults through music, to reduce isolation and improve wellbelng i n later Ilfe. Based in Sale. Greater Manchester, and SUPPOrt 500 people eachyear across Trafford and Wythenshawe who are isolated and livingwtth long-term conditions. The group runsfive core groups, a music Phone calLs seNice supportingthosewho are housebound, and sessions in sheltered housing & mental health settlngs. Through this grant. free transport was provlded to enable isolated older adults to access groups In Broomwood, Sale West and Brooklands. Atthe 5esslons, older adults will take part in singing. playlng percussion, discussing their lives & memorles, and wrltingsonES Wlth Stringof Hearts musicians. MHA Communltles Salta5h, ComwalL £700 TAR March 2012 MHA Communities Cornwall supports older people to live later life well, providing social opportunities to prevent isolation & loneliness, The group provides support to 161 rnembers, via social groups, daytiips, befriending, signposting, newsletters & online activities. Within Saltssh, 2memory cafes and 2 music forgood sessions, partnered with the NHS. The aim ofthe project is to promote wellbeing in members living with Dementia, providing opportunities to feel a sense of belonging & improve sell-esteetn. Statutory Dedaration Re: Confirmation of Compliance with Charity Commission Guldance on Public Benefit We, the undersigned, being trustees of Home Instead Charitie5 {hereinafter referred to as "the Charity I, hereby declare and confirm the following: l. Awareness of Public Benefit Requirernent: We acknowledge our responsibility to ensure that the activities of the Charity provide a public benefit, as per the requirements set out in the Charities Act 2011. 2. Revlew of Charity Comrnlsslon Guidance: We confirm that we have had regard to the guidance issued by the Charity Commission on public benefit. This includes the following key documents: "Charities and Public Benefit" IPBI) "The Advancement of Education for the Public Benefit" (PB2) "The Prevention or Relief of Poverty for the Public Benefit {PB3) Any other relevant guidance provided by the Charity Commission. 3. Application of Guidance In Decision-making: We have duly considered this guidance in all our decision-making processes to ensure that the activities, operations, and purposes of the Charity align with the principles of providin8 public benefit. Specifically: Our programs and initiatives are designed to serve a broad section of the public, wlthout undue restriction. We prioritize transparency and accountability in our operations to demonstrate how our activities contribute to public benefit. We regularly review and assess the impact of our work to ensure it continues to meet the public benefit criteria set by the Charity Commission. TAR March 2012 4. Documentation and Reportlng: We maintain accurate records and documentation of our adherence to the public benefrt requirement. This includes: Minutes of trustee meetings where public benefit considerations are discussed. Annual reports detailing how our activities provide public benefit. Impact assessments and evaluations demonstrating the outcomes of our work. 5. Ongoing Commitment: We commit to ongoing education and awareness regarding public benefit requirements among trustees and staff of the Charity. We will continue to review and implement any updates to the Charity Commission's guidance to ensure continuous compliance. Additional detaiIs of objectives and activities (Optional information) You may ch005e to include firther statements, where relevant, about,, policy on grantmaking. policy prowdmme related investment. contribution made by volunteers. TAR March 2012 Section D Achievements and pertorniance Summary of the main achlevements of the charity during the year Successes and challenges 2024 was the chariws 10 anniversary and saw a huge uplift in fundraising from the Home Instead network of local franchise offices with more than 50% of the charit¢s income coming from the Home Instead Network. Our two main events, Carols at the Cathedral and the Home Instead Annual Golf Day continued to perform well generating £17, 242.60. Fundraising and Operations Manager of the charity commenced her maternity leave at the end of February leaving a capacitv Eap within the team which meant the charity was unable to attively source or secure an increase to our extemal funding to run our companionship cafes. The charity operated 23 companionship cafes regularly throughout the year benefiting more than 500 ageing adults on a regular basis. The charity awarded 57 grants to local community group5 benefiting 3,471 individuals TAR March 2012 Siection E Financial review Brief statement of the charity's policy on reserves The Trustees agreed that no more than 3 months operating costs be held in reserves. As the salary costs of th¢ two fvll time employees are bomc by Home Instead, this equates to approx. £25,000 to be held in reserve. Details of any funds materially in deficit Further financAal reYAew details (Optional Inforn￿tiOll) Income l. Our largest donation to date from an individual was received in January 2024 from an individual who donated IOA of his business resale to the charity. With Gift aid this saw a total donation of £12,184 You may choose to include additional infonnation, where relevant about: the charity's principal sources of fvnds (including any fundraising). how expendittre has supported the key objcctivcs of the charity. investment policy and objectives including any ethical investment policy adopted. 2. Home Instead Local offices raised £43,108 3. Events raised £17.242 4. Trusts and Foundations £14,035 5. Lottery £4,344.80 6. Corporate donations generated £1,105 Expenditure 7. Companionship Cafes expenditure of £7,763 Campaigns £3,754 9. Events Expenditure £3,368 10. Grants £23,807 Section F Other optional information Section G Declaration The trusl'ees declare that they have approved the trustees, report above. TAR March 2012 Signed on behalf of the charity's trustees SignatuJe(s) Full name{s) Position (eg Secretary? Chair, et¢) ( CTLSfJ Tiu Date 77(c(zr. TAR March 2012 ||||**Home Instead Charities UK**|**Home Instead Charities UK**|**Home Instead Charities UK**|**Home Instead Charities UK**|||||||**1156700**|**1156700**|||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| ||||**Receipts and payments accounts**||||||||||||||**CC16a**| ||||**For the period**
**from**||**For the period**|01/01/2024||||**To**||||31/12/2024|||| ||||||||||||||||||| ||**Section A Receipts and payments**||||||||||||||||| ||||**Unrestricted**
**funds**|||**Restricted**
**funds**|**Restricted**|||**Endowment**
**funds**||**Endowment**||**Total funds**|||**Last year**| ||||**to the nearest**
**£**||**to the nearest**|**to the nearest £**||||**to the nearest £**||||**to the nearest £**|||**to the nearest £**| ||**A1 Receipts**||||||||||||||||| ||Events||**9,457**|**9,457**||**-**|**-**|**-**||**-**|**-**|**-**||**9,457**|**9,457**||**8,974**| ||General Donations||**11,131**|**11,131**||**-**|**-**|**-**||**-**|**-**|**-**||**11,131**|**11,131**||**8,126**| ||Just Giving||**10,047**|**10,047**||**-**|**-**|**-**||**-**|**-**|**-**||**10,047**|**10,047**||**960**| ||Campaigns|||||**-**|**-**|**-**||**-**|**-**|**-**||**-**|**-**||**504**| ||Gift Aid||**3,335**|**3,335**||**-**|**-**|**-**||**-**|**-**|**-**||**3,335**|**3,335**||**143**| ||In Memorium and Tribute|||||||||||||**-**|**-**||**324**| ||Lottery||**4,345**|**4,345**||||||||||**4,345**|**4,345**||**3,059**| ||National Office|||||||||||||**-**|**-**||**2,800**| ||Sporting Challenge|||||||||||||**-**|**-**||**678**| ||Other Revenue|||||||||||||**-**|**-**||**1,512**| ||Local Offices||**18,595**|**18,595**||||||||||**18,595**|**18,595**||**11,679**| ||Corporate Donations||**1,105**|**1,105**||||||||||**1,105**|**1,105**||**638**| ||Conference|||||||||||||**-**|**-**||**-**| ||Trusts and Foundations||**14,036**|**14,036**||**-**|**-**|**-**||**-**|**-**|**-**||**14,036**|**14,036**||**18,690**| ||Carols||**7,787**|**7,787**||**-**|**-**|**-**||**-**|**-**|**-**||**7,787**|**7,787**||**10,215**| |||||||**-**|**-**|**-**||**-**|**-**|**-**||**-**|**-**||**-**| ||**_Sub total_**_(Gross income for AR)_|_(Gross income for AR)_|**79,838**|**79,838**||**-**|**-**|**-**||**-**|**-**|**-**||**79,838**|**79,838**||**68,302**| |**A2 Asset and investment sales, (see**
**table).**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**_Sub total_ -**
**-**
**-**
**-**
**-**
**_Total receipts_**
**79,838**
**-**
**-**
**79,838**
**68,302**
————~~——~~|||||||||||||||||| ||**A3 Payments**||||||||||||||||| ||Independent examiner fees||**945**|**945**||**-**|**-**|**-**||**-**|**-**|**-**||**945**|**945**||**900**| ||Bank fees||**136**|**136**||||||||||**136**|**136**||**95**| ||Campaigns Expenditure||**3,755**|**3,755**||**-**|**-**|**-**||**-**|**-**|**-**||**3,755**|**3,755**||**2,199**| ||Events Expenditure||**3,369**|**3,369**||**-**|**-**|**-**||**-**|**-**|**-**||**3,369**|**3,369**||**4,721**| ||General Expenses||**5,536**|**5,536**||**-**|**-**|**-**||**-**|**-**|**-**||**5,536**|**5,536**||**5,900**| ||Grant Expenditure||**23,807**|**23,807**||**-**|**-**|**-**||**-**|**-**|**-**||**23,807**|**23,807**||**33,857**| ||Insurance||**851**|**851**||**-**|**-**|**-**||**-**|**-**|**-**||**851**|**851**||**883**| ||IT Software & Consumables||**6,177**|**6,177**||**-**|**-**|**-**||**-**|**-**|**-**||**6,177**|**6,177**||**18,032**| ||Postage||**641**|**641**||||||||||**641**|**641**||**221**| ||Staff Training||**275**|**275**||||||||||**275**|**275**||**-**| ||Printing||**569**|**569**||||||||||**569**|**569**||| ||Stripe Fees||**95**|**95**||||||||||**95**|**95**||| ||Subscriptions||**248**|**248**||**-**|**-**|**-**||**-**|**-**|**-**||**248**|**248**||**1,255**| ||Companionship Café||**7,764**|**7,764**||||||||||**7,764**|**7,764**||**-**| ||Subsistence|||||**-**|**-**|**-**||**-**|**-**|**-**||**-**|**-**||**138**| |||**_Sub total_ **|**54,167**|**54,167**||**-**|**-**|**-**||**-**|**-**|**-**||**54,167**|**54,167**||**68,201**| **==> picture [410 x 662] intentionally omitted <==** **----- Start of picture text -----**
A4 Asset and investment purchases,
(see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 54,167 - - 54,167 68,201
Net of receipts/(payments) 25,671 - - 25,671 101
A5 Transfers between funds - - - - -
A6 Cash funds last year end 104,023 - 104,023 103,922
Cash funds this year end 129,694 - - 129,694 104,023
Section B Statement of assets and liabilities at the end of the period
Unrestricted Restricted Endowment
Categories Details funds funds funds
to nearest £ to nearest £ to nearest £
B1 Cash funds Bank account 129,694 - -
- - -
- - -
Total cash funds 129,694 - -
(agree balances with receipts and payments
account(s)) OK OK OK
Unrestricted Restricted Endowment
funds funds funds
Details to nearest £ to nearest £ to nearest £
B2 Other monetary assets - - -
- - -
- - -
- - -
- - -
- - -
Fund to which Current value
Details asset belongs Cost (optional) (optional)
B3 Investment assets - -
- -
- -
- -
- -
Fund to which Current value
Details asset belongs Cost (optional) (optional)
B4 Assets retained for the - -
charity’s own use - -
- -
- -
- -
- -
- -
Fund to which Amount due When due
Details liability relates (optional) (optional)
B5 Liabilities -
-
-
-
-
Signed by one or two trustees on behalf of Date of
all the trustees Signature Print Name approval
**----- End of picture text -----**
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Home Instead Charities UK On accounts for the year ended 31 December 2024 Charity no (if any) 1156700 Set out on pages I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 ("the Act"). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(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 ') in connection with the examination which gives me cause to believe that in, any material respect: accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's statement I have no COn￿rnS 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. Pleas delete the words in the brackets if they do not apply. Slgned: Date: 18 July 2025 Name: MrsDDLea Relevant professional qualification(s) or body (if any): FCA, FCCA Address: DJH Chester Limited, Chester House, Lloyd Drive, Ellesmere Port, Cheshire CH65 9HQ IER October 2018