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2021-03-31-accounts

ME STIRT York 14 •1 ANNUAL REPORT & AccouNTS 2021

Contents
What is Home-Start York? 2
Chair’s Annual Report 3
Scheme Manager’s Report 5
Partnership Working 6
Our Volunteers 7
Family Feedback 8
Outcomes During COVID-19 9
Families' Needs Identifed at, and Following, Referral 10
Meeting Families' Needs 11
Referral Sources 11
Thank You to Our Sponsors & Supporters 12
Structure, Governance and Management 13
Financial Review 13
Trustee Responsibilities in Relation to the Financial Statements 14
Accounts 15
Notes to the Financial Statements 16
Independent Examiner’s Report 19

What is Home-Start York?

Home-Start York is a charity that has offered focussed family support and friendship to parents with young children in York since 1988. Providing a unique, in-home, volunteer-led service, Home-Start York fills a local community need by reaching hard-to-engage, vulnerable families who may be unwilling or unable to access other agencies.

Our volunteers (all parents themselves) are trained to work with stressed families with at least one child under 6 years old. Following a thorough needs assessment, families are matched

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with the volunteer best suited to help them meet their unique challenges.

Volunteers provide regular confidential support, friendship and practical help to support parents in giving their children the best start in life. Our service aims to promote family resilience through early intervention, and to stop difficulties escalating into crisis or breakdown.

Volunteers, staff and trustees all live in the local area and understand local needs and circumstances.

2

Chair’s Annual Report

2020/21 has seen a lot of personnel changes at Home-Start York. Nevertheless, our remarkable staff and volunteers have continued to support families across York with creativity and dedication, in lockdown or out. I know the rest of the trustees join me in being hugely grateful to them all.

David Miller resigned as chair of trustees at Home-Start York last October, and I replaced him as the Chair at that time, ably assisted by Sandra Furby as Deputy Chair. I want to acknowledge the enormous contribution that David made during his time with us. He left Home-Start York with a comfortable financial reserve which has been invaluable during the past months. David not only entertained us, most especially as the Circus Ring Master, but also embedded new processes and procedures to meet the challenges of the coming years.

Sadly, we also said goodbye to Barbara Cooke who had been a Home-Start York Trustee for many years. I am thankful that she contributed significantly to the service both practically (great soup!) and with her calmness and attention to detail in overseeing our policies and procedures. We wish her a very happy retirement.

We also said good bye to Georgina Langstaff and Sarwat Shah who both resigned from the trustees last year and I would like to take this opportunity to thank them for their contribution and support.

We have also said goodbye to three staff members this year; Debs Hilton has retired from her role as a Family Case Worker after seven years and she will be remembered by us all for her enthusiasm and commitment to Home-Start children and families. Sophie Metcalfe has also moved on, having taken the role of our first paid fundraiser. She has left us with a healthy bank balance and an extensive address book of both current and potential donors.

Beth Cairns’ temporary role working with our groups and supporting Sophie with social media and fundraising came to an end in March 2021. Beth helped to bring student volunteers into the service both to assist with delivering the loneliness project and also to help obtain feedback from our families during the pandemic.

During these many changes I have continued to be hugely grateful for the dedication and on occasion, stoicism, of Maria O’Keeffe and Hilary Norris, who have continued in their roles and cheerfully filled the gaps whenever it was needed.

We are delighted to welcome Susan Deery and Jo Harry as new Family Case Workers, who despite only having been in post a short time have made strong connections with our volunteers and families and are bringing new ideas and a fresh approach to the role.

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3

We are also very pleased to have recruited Graeme Dawson as our new fundraiser and he is working with Sandra Furby to re-establish connections with our donors and to ensure that we can continue with our work.

The trustee board has also recruited four new members; Adele Hunter has been a Home-Start volunteer and has a background in adult mental health. Penny Heptonstall and Lesley Murphy have both been volunteers for many years and have joined the trustee board as Volunteer Representatives, as such they have already begun to build relationships with our volunteers and to support them to share good practice and ideas. Dr Sarah Blower is a research fellow at the University of York with a special interest in child mental health and the emotional, social and behavioural wellbeing of children. We have already benefited from the insight and experience that they have shared with us.

I remain incredibly grateful to the rest of our trustees, Val Bowman who is our much-valued treasurer. Sandra Furby is our Deputy Chair and brings experience in fundraising and human resources as well as being a great listening ear and Sarah Ratcliffe whose legal expertise is invaluable and who has oversight of our policies and our patrons. Thank you to you all.

I must of course also remember our Home-Start families. In writing this I read through the last two annual reports and note that David Miller commented in 2019 that it had been a ‘memorable year’…. as indeed has 2020/21! Inevitably the restrictions and complexities of the pandemic have the greatest impact on the poorest and most disadvantaged in society, and the increases in child poverty and domestic abuse have been well documented. Our families continue to need and value the support that we give, and have been grateful for the adaptations we have made in order to keep in touch with them.

Susan Halstead Chair August 2021

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4

Scheme Manager’s Report

This year’s report starts in a year presenting a challenging time for the world. The COVID-19 pandemic forced the country into lockdown on 23rd March 2020 and prevented human contact as we knew it.

Home-Start York, faced with this challenge, stepped up and a new way of working began. Staff were provided with laptops and phones to allow them to work from home and us all to communicate effectively with each other, the families, volunteers, our community partners, and funders. We all watched the daily government announcements hoping the return to normality wasn’t too far away, unaware that we had a long road ahead.

Volunteers were supported and provided with written guidance to move safely to telephone befriending and our group work moved seamlessly from libraries to Zoom. Young mums attended weekly Zoom calls to share ideas, get support and see friendly faces. WhatsApp groups were set up for sharing information, resources, and ideas for families – all providing a great way to stay in touch and provide a link between staff and volunteers.

Over the summer months, we saw restrictions ease and the development of “Walk & Talk”. Volunteers could help families get out of the house and meet in small groups of six. As part of our Armed Forces Covenant agreement, our Family Case Worker met weekly with military mums, who found themselves further isolated, away from families and local support networks. Our Group Worker arranged mums’ meet ups in parks and on Zoom, providing sessions each week with the aim to reduce isolation and loneliness. Story time, and a session from Bloom and Bond Baby Massage proved a great hit.

Funding enabled us to provide training to our existing volunteers and recruit and train nine additional telephone support volunteers, growing our team to 46. In August, Lesley Murphy and a friend kindly provided us with a wonderful concert, live-streamed to our homes, in aid of Refugee Action York and Home-Start York. It was a delightful Sunday afternoon enjoying lovely music and fantastic singing with Lesley’s gorgeous garden and glorious weather to top it off!!

Winter came, as the nation went back into lockdown and, once again, we had to adapt to supporting families by phone and video calls. Families were struggling, and the novelty of home schooling was wearing thin. Home-Start York continued to be there for families and give them support, encouragement and, on occasions, a light at the end of the tunnel.

The work of Home-Start York would not be possible without the generous support of local organisations, trusts and individuals in giving funds, quilts, toys, technology, masks, equipment and necessary items for our families in need. We are very grateful.

A special thank you for the commitment of our wonderful volunteers, without whom HomeStart York just would not exist. An enormous thank you to all our Staff, Trustees and Patrons. This year has been tough for everyone affected by this pandemic. We all worked remarkably hard and kept Home-Start York going, and of that I am very proud.

Finally… thank you to our families for your strength and willingness to let us into your homes, be alongside you with your children and be part of your amazing parenting journey. We are here for you and the future parents who need us.

Maria O’Keeffe

5

Partnership Working

We have continued our strong track record of partnership working with key Health and Social Care, voluntary sector and community teams and early years professionals. Home-Start York sits on Early Help panels, attends Family Early Help Assessment meetings, and we are also active members of other community infrastructure groups in York.

In the presence of COVID-19 we utilised our links with partner organisations including the food banks and Little Helping Hands to provide reactive support to our families most in need. Volunteers got involved, collecting City of York Council Rapid Response food parcels from New Earswick Folk Hall, to take to families in need. Staff worked with food banks and local initiatives across the city to ensure no families went hungry.

Our families continued to benefit over the Christmas period as Home-Start UK gave us the great news that John Lewis & Partners were supporting Home-Starts with their Christmas campaign, “Give a Little Love”. The local John Lewis at Vangarde and Waitrose, Foss Bank kindly donated goody bags, toys and clothes and we delivered over 50 bags to our families as a great big Merry Christmas treat.

Our military mums were given goody bags and in turn donated special hampers for some Home-Start families most in need. This was a lovely gesture and showed us how communities can come together to support each other.

Rotary York Ainsty donated their beautiful handmade masks which we delivered to all of our families and volunteers with activities and chocolate. They also kindly presented Home-Start York with a Community Citation Award in appreciation of “our outstanding work in mitigating the effects of the global pandemic through community support, activities and making York a safer place to live”.

We gratefully received 50 reconditioned Samsung tablets for families, allowing them to access the internet and socially interact via video communication. This enabled our mums to join local parenting classes, our group and be more involved in their school-aged childrens’ learning.

Students from York St John University joined the groups to gain experience and have since worked to produce an independent evaluation for all the families supported. This will help us to gain an understanding of the effects the pandemic has had on parents. This vital information will shape our service going forward and allow us to look at the development of a School Readiness Programme and a New Parents Group for first time mums who have been affected by the pandemic.

We have been extremely fortunate to receive essential funds from City of York Council, Vale of York NHS Clinical Commissioning Group, Armed Forces Covenant Fund, local and national trust funders, and individuals to enable us to continue our vital work with families. Thank you each and every one for the generous consideration you have shown to Home-Start York.

6

Our Volunteers

As always, we thank these wonderful people, the volunteers who work tirelessly with Home-Start to support York families. Without their kindness and generosity, it would not happen.

Sandra, Gill, Sylvia, Claire, Alison, Glenys, Alison, Mary, Eleanor, Cate, Susan, Lynda, Jo, Ann, Melissa, Gwen, Maggie, Jen, Wendy, Penny, Julia, Bethany, Angela, Adele, Katherine, Hazel, Wendy, Georgina*, Julia, Janet, Ann, Sue, Elena, Sarah, Lesley, Linda, Lyn, Pat, Sandra, Cath, Ruth, Zephine, Diane, Heidi, Jayne, Sarah

Some of their feedback on volunteering with Home-Start York during the year:

I felt the continued link with my families was very worthwhile although so different to home visits. However, I think the children really missed out as the nearest thing I had to personal interaction with children was a couple of FaceTime calls. I am sure the phone calls helped to limit parental loneliness and were a useful opportunity to identify some signposting needs. The greatest joy was seeing the families face to face when delivering Christmas presents and much needed new baby equipment for a premature baby, tears of relief all round!

Home-Start York were great during the pandemic and shifted to supporting families remotely very quickly. Having non statutory body lifeline for families in need was great.

Support for volunteers has been good including Zoom calls and WhatsApp groups. It has been different supporting families through Zoom and phone call rather than in person although it has been easier now that we can met for walks.

I found telephone support calls difficult and I am pleased to be getting back to supporting families in the home and engaging with parents and their children face to face. The guidelines that have been put in place for home visiting are very clear.

The arrangements during the pandemic were excellent. I walked at a social distance with my H-S mum and Deb was on the end of a phone for advice. WhatsApp was a godsend.

The Zoom calls with volunteers have been useful for hearing how other volunteers have managed during telephone support. It is good to hear hints and tips from other volunteers.

Families where contact has been positive have been an enriching experience for both family and volunteer. For me it has been rewarding to see one family become confident in parenting skills and looking forward to their future with much more hope and independence. That is what makes my role feel worthwhile.

Families who have moved into the York area during the pandemic have not been able to meet with other parents and thus have been even more isolated. It has been necessary to continue supporting the family for much longer as it has not been possible to go to parenting groups, other than virtually.

Thanks to Home-Start staff for continuing so effectively in these difficult times.

Online training for new volunteers worked well in January and May. It has been a bit daunting starting with phone support and then moving to garden chats and walks as restrictions lift.

Meaningful relationships have taken longer to develop by phone calls alone. For some families, this means contact has been too difficult and they have not continued.

As a volunteer I found that where families have been struggling with complex situations, it has been so hard to help them find their own network of relationships.

7

* Retired during the year 2020-21

Family Feedback*

I felt it helped to speak to someone who isn’t my friend or family. When I spoke to [the volunteer] I felt she highlighted how capable I am and how hard I work which I completely disregarded about myself and therefore had low self-esteem.

They were always there and willing to help wherever they could even during difficult times in the pandemic.

I really struggled with my baby as she was born in lockdown. Not being able to have my family or friends visits absolutely destroyed my confidence so when I was referred to Home-Start by my health visitor it really gave me hope. The lady who supported me each week was so kind and patient. She really listened so I didn’t feel so alone.

My volunteer was so kind, she listened to be concerns but never made me feel stupid or silly for feeling afraid. It was lovely when we met in the summer as she had been such a help to me.

Home-Start are great I can’t praise their work enough. I love that I could have a call from someone, it literally made my week in lockdown.

I will forever be grateful for the help I received from Home-Start. Maria is absolutely wonderful. She really took the time to get to know me, so that she could find the perfect volunteer for me, she was sympathetic to my situation, and I felt really supported by her throughout my whole time with the charity. The work the charity does is incredible, and I hope I can contribute to their fundraising efforts in the future.

*All feedback edited and anonymised to protect families’ identities

8

Feedback on Support Delivered During COVID-19

We supported 96 families this year, of which 29 responded to our independent evaluation survey, conducted by students from York St John University.

Out of a total of 29 responses from mothers who have received some sort of support from Home-Start York during lockdown:

Direct comments

“Home-Start were amazing and really helped me during a difficult time having multiples born in lockdown”

“I became more in charge”

“I have already told friends about how great it is”

“Group became my second family”

“I don’t know what I would have done without this support”

“A really positive experience”

“I was a calmer mother as a result of having support”

Overall, support provided by Home-Start York has been recognised as being positive and has helped many individuals throughout the lockdown period. The continuation of support has been beneficial to many, with much appreciation evident in the feedback given. Home-Start York will strive to continue providing amazing support to many individuals.

Report conducted by students of York St John University - Alex, Kristee, Georgia & Sarah. Thank you all for your contribution.

9

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Families' Needs Identified at Referral Stage
60
50
40
30
20
10
0
Families' Additional Needs Identified Following Referral
60
50
40
30
20
10
0
Emotional Lone parent Young person Domestic abuse Housing need Teenage Learning Physical Substance
health under 21 pregnancies disability disability misuse
Number of families
Number of families
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Based on 72 families sampled

10

Meeting Families’ Needs

Based on 72 families at referral and 34 families where contact ceased in the year

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100%
90%
80%
70%
60%
50%
40%
30%
20%
10%
0%
Need met at end of contact Need partially met at end of contact Need not met at end of contact (n=34)
% of needs met at end of contact
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Referral Sources

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Joseph Rowntree Housing
Psychosis Trust, 1%
Team, 1% Perinatal Team, Aspire-igen, 1%
Education, 3% 1% IDAS, 1%
CMHT, 3%
Social Worker, 4%
LAT , 6%
Health Visitor, 40%
Self referrals, 8%
MASH, 29%
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11

Thank You to our Sponsors and Supporters

Th

Thanks to our funders and donors - and all who gave anonymously - without whom our work would not be possible:

12

Structure, Governance & Management

Home-Start York is a company limited by guarantee governed by its Memorandum and Articles of Association. It is a charity registered with the Charity Commission. Retiring and new trustees sharing Home-Start York’s objectives are each year elected to the Trustee Board at an Annual General Meeting. The procedure for the induction and training of trustees follows carefully the policies and guidelines laid down by Home-Start UK, the national body for all Home-Start schemes.

The Trustee Board meets six times a year to agree on policies, budgets, to consider operational reports and to decide on future strategies. The staff are responsible to the Scheme Manager, who reports to the Board via the Chair and Deputy Chair. The volunteers’ activities are supervised and monitored by the organisers.

In addition to its internal reports and the Annual Report, Home-Start York also issues reports on its performance and funding state to its two primary funders, the City of York Council and NHS Vale of York CCG. The Trustees review significant risks to the charity’s continued operation regularly and ensure Home-Start UK’s policies on risk mitigation are followed. The main risks are funding shortfalls, availability of suitable operating premises, and the personal safety of staff and volunteers.

Financial Review

RESERVES POLICY:

The Trustees aim to maintain an unrestricted reserve equivalent to at least 6 months’ normal operating expenditure so that the core activities could continue through a period of unforeseen financial difficulty. In addition, a designated fund is maintained to cover the costs involved in closing the Scheme if that eventuality were to arise. The designated fund also covers potential liabilities arising from certain staff’s membership of the Pensions Trust pension scheme and any significant contingent liabilities. All reserves are maintained in a readily realisable form. Funds materially in deficit: none.

FINANCIAL PERFORMANCE:

Home-Start York’s total incoming resources were £176,445 an increase of £27,340 on the previous year due to better income from Home-Start UK, Trusts and the AFC Project.

The total resources expended were £133,199, an increase of £7,649 on the previous year, the majority of which was staffing costs. This increase was despite reductions in some expenditure areas due to the change in service provision due to COVID-19 restrictions. Despite the challenging year, there was a surplus of income over expenditure of £43,246 in the year, which has been added to the general reserve balance, which now covers approximately nine months' operational expenditure; a reasonable financial situation for a charity of our size. We intend to maintain our service above national and local expectations in future years and seek new funding for additional services, but doing so may change our current balances significantly. We have held our designated fund at last year’s level after re-assessment of future costs, the potential liabilities that could arise on closure of the charity and anticipated difficulties in sourcing new funding as a result of the knock on effect of the pandemic.

RESTRICTED FUNDS:

Restricted funds received or expended during the year are showing an ongoing surplus of £17,078, which reflects timing differences.

Val Bowman

Treasurer

13

Trustee Responsibilities in Relation to the Financial Statements

Company law requires the directors (trustees) to prepare financial statements for each financial year, which give a true and fair view of the state of affairs of the company and of the income and expenditure of the company for the year. In preparing those financial statements the directors (trustees) are required to:

The directors (trustees) are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the company and ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities, as well as exercising proper financial controls. Members of the Board of Trustees, who are Directors for the purpose of company law, and Trustees for the purpose of charity law, who served during the year and up to the date of this report are set out on the rear cover of this report.

DISCLOSURE

In accordance with company law, as the company’s Directors, each of the Board of Trustees certifies that so far as they are aware:

EXEMPTIONS

The trustees have taken advantage of the exemption available to small companies, including the audit exemption (as detailed in Note 1.2 to the financial statements).

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the Board of Trustees

Susan Halstead

Chair 20[th] August 2021

14

Statement of Financial Activities for the Year Ended 31st March 2021

Unrestricted
Funds
Note
£
INCOME FROM:
Donations and Grants
3
114,963
Armed Forces Covenant Project
3
Other Projects
3
Trading Activities
3
Investment Income
3
376
Total Income
115,339
RESOURCES EXPENDED:
Raising funds
4
19,758
Charitable activities
4
55,133
Total Resources Expended
74,891
Net Income
40,448
Funds brought forward
70,791
Transfers between Funds
Total funds carried forward
111,239		 Designated
Fund
£
37,000
37,000		 Restricted
Funds
£
16,000
41,106
4,000
61,106
3,193
55,115
58,308
2,798
14,280
17,078		 2021
2020
Total
Total
Funds
Funds
£
£
130,963
94,198
41,106
41,076
4,000
12,040
1,205
376
586
176,445
149,105
22,951
14,057
110,248
111,493
133,199
125,550
43,246
23,555
122,071
98,516
165,317
122,071

Balance Sheet as at 31st March 2021

Note
£
Fixed Assets:
Current Assets:
Debtors and Prepayments
6
564
Cash in hand
138
Cash at Bank
164,941
Liabilities: Amounts falling due within one year
Creditors and accruals
7
(326)
Net Current Assets
Total Net Assets
Represented by:
Funds
Unrestricted Fund
8
Designated Fund
8
Restricted Funds
8
2021		 £
£
£
Nil
Nil
133
125,070
165,643
125,203
(3,132)
165,317
122,071
165,317
122,071
111,239
70,791
37,000
37,000
17,078
14,280
165,317
122,071
2020		 £
£
£
Nil
Nil
133
125,070
165,643
125,203
(3,132)
165,317
122,071
165,317
122,071
111,239
70,791
37,000
37,000
17,078
14,280
165,317
122,071
2020
Nil
125,203
122,071
122,071
70,791
37,000
14,280
122,071

Dated: 17[th] August 2021 Susan Halstead, Chair For and on behalf of Home-Start York

All of the charity’s operations are classed as continuing. There are no recognised gains or losses other than those stated above. The notes to the accounts on pages 16 - 18 form part of these financial statements

15

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

1.1 Basis of accounting The financial statements have been prepared under the historical cost convention and in accordance with Accounting and Reporting by Charities – Statement of Recommended Practice (SORP 2015) and with Accounting Standards.

1.2 Exemptions

The trustees are satisfied that the company is entitled to exemption from the provisions of the Companies Act 2006 (the Act) relating to the audit of the financial statements for the year by virtue of section 477, and that no member or members have requested an audit pursuant to section 476 of the Act.

2 ACCOUNTING POLICIES

2.1 Incoming Resources

These are included in the Statement of Financial Activities (SoFA) when: The charity becomes entitled to the resources. Receipt of the resources is probable, and the monetary value can be measured with sufficient reliability. When incoming resources have related expenditure the incoming resources and related expenditure are reported gross in the SoFA. Grants and Donations are only included in the SoFA when the charity has unconditional entitlement to the resources, Investment income is included in the SoFA when receivable

2.2 Resources Expended

Liabilities are recognised as soon as there is a legal or constructive obligation committing the charity to pay out resources, using the accruals basis.

2.3 Assets

Relevant expenditure is capitalised if an asset can be used for more than one year and cost at least £150 including VAT. Depreciation is provided on all tangible assets at rates calculated to write off the cost of each asset over its expected useful life, as follows: Office equipment - 20% Straight line basis

3 INCOME

City of York Council grant
Vale of York C.C.G. (N.H.S.) grant
Donations from Trusts
Armed Forces Covenant Project
Other Projects
Other Donations
Events
Investment Income:
Bank and Deposit Account Interest
4
2021
Payroll costs
Staff other costs
Volunteer costs
Family Activities
Office & premises running costs
Fundraising and A.G.M. costs
Depreciation
Total resources expended
2020
Payroll costs
Staff other costs
Volunteer costs
Family Activities
Office & premises running costs
Fundraising and A.G.M. costs
Depreciation
Total resources expended
Total incoming resources
RESOURCES EXPENDED
Donations and Grants:
Trading Activities:		 Unrestricted
Restricted
Funds 2021
Funds 2021
£
£
14,863
15,387
76,652
16,000
41,106
4,000
8,061
114,963
61,106
376
115,339
61,106
Unrestricted
Restricted
£
£
18,154
2,500
1,474
607
130
86
19,758
3,193
Unrestricted
Restricted
£
£
12,534
23
34
1,343
123
14,057
Nil
Raising Funds
Raising Funds		 2021 Total
Funds
£
14,863
15,387
92,652
41,106
4,000
8,061
176,069
376
176,445
Total
£
20,654
2,081
216
22,951
Total
£
12,534
23
34
1,343
123
14,057		 24,771
15,175
38,005
977
78,928
1,205
586
80,719
Unrestricted
£
45,038
240
230
1,764
7,741
121
55,133
Unrestricted
£
45,865
1,186
1,803
5,497
450
54,801
Unrestricted
Funds 2020
C
C		 Restricted
Funds 2020
15,270
41,076
12,040
68,386
68,386
Restricted
£
43,756
467
133
1,169
9,509
81
55,115
Restricted
£
35,117
614
833
4,562
15,268
298
56,692
haritable Activities
haritable Activities		 2020 Total
Funds
£
24,771
15,175
53,275
41,076
12,040
977
147,314
1,205
586
149,105
Total
£
88,794
707
363
2,933
17,250
202
110,248
Total
£
80,982
1,800
2,636
4,562
20,765
748
111,493		 2021
Totals
£
109,448
707
363
2,933
19,331
418
133,199
2020
Totals
£
93,516
1,823
2,670
4,562
22,108
871
125,550

4.1 Trustees expenses

No Trustee received remuneration for services rendered during the year, nor were any trustees’ out of pocket expenses reimbursed.

For reporting on the financial statements

2021 2020
300 300

16

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

5 PAID EMPLOYEES

Gross salaries and benefits in kind
Employer National Insurance
Employer pension contribution
Total staff costs
Average number of full-time equivalent employees in the year
Working in Charitable activities
Working in Fundraising activities
osts
me equivalent employees		 2021
98,267
3,485
7,696
109,448
4
3
1		 2020
83,613
3,366
6,537
93,516
3.5
3
0.5

5.1 Staff Costs

5.2 Full-time equivalent employees

5.3 Pension arrangements

Staff may elect to join a pension scheme operated with The Pensions Trust. The scheme is a contracted-in occupational money purchase plan, currently growth plan 4. There is a contingent liability in relation to the guaranteed element of pension entitlement up to October 2001.

The cost of the scheme to the charity in the year
6
HMRC CJRS Claim
7
Independent Examination
Volunteers’ expenses
Organisers’ expenses
Office running costs
Fundraising expenses
Group running costs
Payroll Costs (Pension, HMRC etc.)
CREDITORS AND ACCRUALS
DEBTORS		 2,897
564
300
26
326		 2,991
300
53
120
100
2,559
3,132

8 DETAILS OF FUNDS

8.1 Funds held

Endowment Funds:

There were no such funds held during the year.

Restricted Funds: Funds held during the year were;

Armed Forces Covenant: Restricted fund to be used to support military families. Grant awarded for a period of three years. Charity Log - new software system to replace MESH was funded in its entirety by grant funding

The Brelms Trust: to train and manage volunteers

Young Parents Groups Acomb, Heworth & Clifton: Funding was obtained from local area wards and other sources to expand on the group sessions which were funded on 2019 by The Red Cross. Clifton Group was created and commenced running in March 2020 and was funded by a grant from Tampon Tax

Technology Fund: Grant funded by HSUK in order to purchase technology equipment for key team members.

Designated Funds:

A designated fund is maintained to cover the costs involved in closing the Scheme if that eventuality was to arise. The designated fund also covers potential liabilities arising from certain staff’s membership of the Pensions Trust pension scheme and any other significant contingent liabilities.

General Funds
Armed Forces Covenant
Red Cross Loneliness Project
BHA
Young Parents Acomb
Brelms Trust
Young Parents Heworth
Charity Log
Young Parents Clifton
Technology
Unrestricted Fund
Restricted
Designated Fund
Closing balance		 Balance
B'fwd
70,791
2,372
(76)
58
594
3,385
646
7,301
14,280
37,000
122,071		 Incoming
Resources
115,339
41,106
5,334
5,000
5,333
3,333
1,000
61,106
176,445		 Outgoing
Resources
74,891
39,152
5,159
5,000
5,256
594
3,023
125
58,308
133,199		 Transfers Total
Funds
111,239
4,326
(76)
58
769
3,462
52
7,611
875
17,078
37,000
165,317

17

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

9 NET ASSETS BETWEEN FUNDS

Current Assets
Current Liabilities
Current Assets
Current Liabilities
Balances as at 31st March 2021
Balances as at 31st March 2020		 Unrestricted
Funds
111,565
(326)
111,239
72,665
(1,874)
70,791		 Restricted
Funds
17,078
17,078
15,538
(1,258)
14,280		 Designated
37,000
37,000
37,000
37,000		 Total
165,643
(326)
165,317
125,203
(3,132)
122,071

10 CONTINGENT LIABILITIES

There is a contingent liability of £2,897 (2020 - £2,991) relating to the pension scheme, which would fall due to the scheme provider if Home-Start York had no members in the scheme. The amount of the liability is as advised by the Pensions Trust following their latest Scheme Valuation. The charity also has a leasing agreement for the supply of telephone equipment and telephone services for a period of seven years from April 2018 giving a contingent liability of £3,456 (2020 - £4,320).

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18

HOME-START YORK Charity Number: 1161151

Independent Examiner’s Report to the Trustees

I report on the accounts of Home-Start York for the year ended 31st March 2021, which are set out on pages 15 - 18.

RESPONSIBILITIES AND BASIS OF REPORT

As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ( ‘the Act’).

I report in respect of my examination of the charity’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable directions given by the Charity Commission under section 145(5)(b) of the Act.

INDEPENDENT EXAMINER’S STATEMENT

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:

  1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or

  2. the accounts do not accord with these records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Report) Regulations

  4. 2008 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

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.

22nd September 2021

Jeff Todd FCA Outsource Independent Examination Service The Hiscox Building Peasholme Green York YO1 7PR

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19

PRESIDENT

The Rt Revd Dr Jonathan Frost, Dean of York

VICE PRESIDENT

Richard Baldwin

PATRONS

Alison Baldwin Barbara Cooke Ron Cooke Sallie Gray Sally Kirk Walker David Miller Prof Kate Pickett Gail Tams Adam Tomlinson

DIRECTORS & TRUSTEES

Sue Halstead - Safeguarding & Deputy Chair – Chair from 2020 AGM Sandra Furby - Training, Supervision, Fundraising Val Bowman - Treasurer Sarah Ratcliffe - Legal & Patrons Programme Sarah Blower - Research

Adele Hunter - Community Mental Health Advisor & Volunteer Penny Heptonstall - Volunteer Representative Lesley Murphy - Volunteer Representative

STAFF TEAM

Maria O’Keeffe - Scheme Manager Susan Deery - Family Case Worker Jo Harry - Family Case Worker Graeme Dawson - Trusts & Grants Fundraiser Hilary Norris - Administrator

PRINCIPAL ADVISORS

Home-Start UK

07519 076946 support@homestartyork.org www.homestartyork.org

The Gatehouse, 49 Cemetery Road, York, YO10 5AJ

@homestartyork @homestartyork1 homestartyork

Home-Start York is a charity registered with the Charity Commissioner, incorporated as a company limited by guarantee

Registered Company Number: 09471420 Registered Charity Number: 1161151

York

Design & layout Ignite Marketing: www.marketingbyignite.com as a donation in kind to Home-Start York

All images © Home-Start York, except as noted. Cover images: Andy Newton and M T Elgassier, Unsplash