Finance Score: 4

Governance Score: 5

Support Score: 12

Reasonable growth: +1
Multiple Deficits: -2
Future income +5
No PartB

Good trustee age range: +3
Dynamic board: +3
Mainly female board: -1

Large volunteers +3
Grant maker support: +9

Overall GiG Score: 21

HOME-START SOUTHPORT & FORMBY

Recruit and train volunteers to support families with at least one child under 11yrs.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from multiple prominent grant makers recently and there are significant future grants due to be received
There has been reasonable growth in spending over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of age and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board is predominantly female

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£111	£133	£-22	n/a	n/a	n/a	n/a	n/a	40
31/03/22	£99	£140	£-42	n/a	n/a	n/a	n/a	n/a	25
31/03/21	£188	£122	£65	n/a	n/a	n/a	n/a	n/a	40
31/03/20	£128	£99	£30	n/a	n/a	n/a	n/a	n/a	51
31/03/19	£107	£92	£15	n/a	n/a	n/a	n/a	n/a	55
31/03/18	£68	£85	£-17	£0	£0	£0	n/a	0	0
31/03/17	£92	£84	£9	£0	£0	£0	n/a	0	0
31/03/16	£145	£148	£-3	£0	£0	£0	n/a	0	0
31/03/15	£155	£145	£10	£0	£0	£0	n/a	0	0
31/03/14	£128	£136	£-8	£0	£0	£0	n/a	0	0
31/03/13	£158	£131	£27	£0	£0	£0	n/a	0	0
31/03/12	£115	£126	£-11	£0	£0	£0	n/a	0	0
31/03/11	£110	£114	£-4	£0	£0	£0	n/a	0	0
31/03/10	£128	£120	£8	£0	£0	£0	n/a	0	0
31/03/09	£119	£115	£4	£0	£0	£0	n/a	0	0
31/03/08	£106	£111	£-5	£0	£0	£0	n/a	0	0
31/03/07	£106	£111	£-5	£0	£0	£0	n/a	0	0
31/03/06	£106	£122	£-16	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 19 years

www.homestart-southportandformby.org.uk

admin@homestartsouthport.co.uk

01704542276

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Early years interventions

How it operates

Provides human resources
Provides services

Where it operates

Sefton,

Who it helps

Children/Young People
Other Defined Groups

Who works here?

Unknown number of employees
40 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Steve Morgan Foundation	£30,000
John Moores Foundation	£18,000
Co-Operative Group	£12,950
DCMS	£10,000
National Lottery Community Fund	£9,950
Community Foundations for Lancashire & Merseyside	£5,000
BBC Children in Need	£3,000

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Home-Start Southport & Formby
£4,938	21/10/2023	We would like to improve family mental health and wellbeing by offering confidential counselling sessions to parents and children.
Steve Morgan Foundation - Grant to Home-Start Southport & Formby
£30,000	15/06/2023	for the FT Manager post
John Moores Foundation - Grant to Home-Start Southport & Formby
£18,000	28/09/2022	Towards a contribution to the salary of the First Response Co-ordinator
National Lottery Community Fund - Family Support First Response
£9,950	22/07/2022	The funding will be used to deliver a first response support service for families in the community who are experiencing issues including poor finances anxiety bereavement and multiple births. The ....more The funding will be used to deliver a first response support service for families in the community who are experiencing issues including poor finances anxiety bereavement and multiple births. The project aims provide service users with support information and advice.
Community Foundations for Lancashire & Merseyside - Home-Start Counselling Project
£5,000	08/06/2022	The group will use the funding to offer counselling sessions to parents and children age 7+.
DCMS - Coronavirus Community Support Fund
£10,000	13/07/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
BBC Children in Need - Grant to Home-Start Southport & Formby
£3,000	17/06/2020 6	COVID19 - This grant will fund early learning activities for vulnerable families with pre-school children who are isolated at home due to Covid-19, and will help to improve their emotional wellbeing. ....more COVID19 - This grant will fund early learning activities for vulnerable families with pre-school children who are isolated at home due to Covid-19, and will help to improve their emotional wellbeing.
Co-Operative Group - Grant to Home-Start Southport & Formby
£8,012	15/11/2019	We want to offer counseling and coping skills to vulnerable parents who are experiencing stress and anxiety that is affecting family life.
John Moores Foundation - Grant to Home-Start Southport and Formby
£14,000	01/04/2018	Towards the salary of the part-time Co-ordinator
Garfield Weston Foundation - Main Grants award
£5,000	24/07/2017	Family Support
BBC Children in Need - Grant to Home-Start Southport & Formby
£106,863	14/06/2017 36	This project will fund a senior co-ordinator and sessional staff to run the "Play to Learn" project, working with pre-school children to assist with early learning & emotional ....more This project will fund a senior co-ordinator and sessional staff to run the "Play to Learn" project, working with pre-school children to assist with early learning & emotional wellbeing. The project will deliver to children who are isolated and vulnerable
National Lottery Community Fund - Play to Learn
£8,200	25/01/2017 12	The funding will be used to recruit ten volunteers who will be trained to deliver support to parents with bonding and attachment difficulties with their children. The project aims to strengthen the ....more The funding will be used to recruit ten volunteers who will be trained to deliver support to parents with bonding and attachment difficulties with their children. The project aims to strengthen the community by increasing parenting skills and preventing potential development problems.
John Moores Foundation - Grant to Home-Start Southport and Formby
£5,000	01/06/2016	Towards volunteers' expenses and training costs for 2 years
National Lottery Community Fund - Home-Start Southport & Formby
£417,600	13/04/2011 72	This existing and expanding project offers support for disadvantaged families with children in Southport who are going through a variety of emotional, physical or mental difficulties. It is because ....more This existing and expanding project offers support for disadvantaged families with children in Southport who are going through a variety of emotional, physical or mental difficulties. It is because of these difficulties that families are not accessing community services such as their GP's, medical appointments, children centres and playgroups, which put the children at risk of neglect.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Based on 7/8 persons

Age Range of Trustees: 42-78

STEPH GRIFFITHS Appointed: 2022, Occupation: Team Manager For Health Visiting

EMMA BALL Appointed: 2021, Occupation: Research Assistant

JANINE MACDONALD Appointed: 2021, Occupation: Retired

JILLIAN GORE Appointed: 2022, Occupation: Education Officer

HEATHER TWIST Appointed: 2014, Occupation: Mental Health Nurse

SHEILA FLORENCE JONES Appointed: 2006, Occupation: Retired Teacher

SUSAN PENNINGTON (Chair) Appointed: 2011, Occupation: Retired

NIGEL EDMUND BELLAMY Appointed: 2005, Occupation: Company Director, Other trusteeships: PARENTING 2000, INDEPENDENCE INITIATIVE LIMITED, BRIGHTER LIVING PARTNERSHIP, SOUTH SEFTON DEVELOPMENT TRUST,

Legal constitution

Charitable company registered in England & Wales on 01/04/2005, number: 1108802
Registered at Companies House on 10/02/2005, number: 05360454

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Volunteer management

Filing Record

18 returns made; all on time

Main office

Homestart Southport & Formby
Premier House
Wight Moss Way
SOUTHPORT
PR8 4HQ

Objectives

A) TO SAFEGUARD, PROTECT AND PRESERVE THE GOOD HEALTH, BOTH MENTAL AND PHYSICAL OF CHILDREN AND PARENTS OF CHILDREN;B) TO PREVENT CRUELTY TO OR MALTREATMENT OF CHILDREN;C) TO RELIEVE SICKNESS, POVERTY AND NEED AMONGST CHILDREN AND PARENTS OF CHILDREN;D) TO PROMOTE THE EDUCATION OF THE PUBLIC IN BETTER STANDARDS OF CHILD CARE WITHIN THE AREA OF SOUTHPORT AND FORMBY AND ITS ENVIRONS.

Defined Area of Benefit:

SOUTHPORT AND FORMBY AND ITS ENVIRONS.

Data Sources