Finance Score: 0

Governance Score: 6

Support Score: 2

No PartB

Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +2

Overall GiG Score: 8

HOMEMAKER (SOUTH WEST) LIMITED

The aim of Homemaker is to prevent homelessness and promote independence. The services we currently provide cover Devon, Plymouth, Torbay and Somerset. Our services are usually for people who are at risk of losing their home or are in financial distress and include money advice, budgeting, debt advice, advocacy and tenancy sustainment. We also provide services to reduce re-offending in Devon.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Established: 23 years

www.homemakersw.org.uk

mail@homemakersw.org.uk

07738415414

Charity Commission for England and Wales

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		£379	£350	£29	n/a	n/a	n/a	n/a	n/a	1
31/03/22		£420	£364	£56	n/a	n/a	n/a	n/a	n/a	1
31/03/21		£433	£369	£65	n/a	n/a	n/a	n/a	n/a	1
31/03/20	*	£403	£393	£10	n/a	n/a	n/a	n/a	n/a	3
31/03/19		£362	£337	£25	n/a	n/a	n/a	n/a	n/a	2
31/03/18		£306	£313	£-7	£0	£0	£0	n/a	0	0
31/03/17		£314	£335	£-20	£0	£0	£0	n/a	0	0
31/03/16		£430	£409	£21	£0	£0	£0	n/a	0	0
31/03/15		£579	£591	£-13	£5	£70	£66	1.3	19	0
31/03/14		£584	£606	£-22	£5	£83	£79	1.6	17	0
31/03/13		£597	£596	£1	£4	£105	£104	2.1	21	0
31/03/12		£637	£629	£7	£4	£104	£103	2	23	0
31/03/11	*	£510	£504	£6	£3	£97	£93	2.2	20	0
31/03/10		£517	£493	£24	£3	£90	£90	2.2	14	0
31/03/09		£406	£408	£-2	£0	£0	£0	n/a	0	0
31/03/08		£368	£362	£7	£0	£0	£0	n/a	0	0
31/03/07		£310	£314	£-4	£0	£0	£0	n/a	0	0
31/03/06		£296	£289	£7	£0	£0	£0	n/a	0	0
31/03/05		£266	£272	£-7	£0	£0	£0	n/a	0	0
31/03/04		£250	£219	£31	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Accommodation/Housing
Other Charitable Purposes
The Prevention Or Relief Of Poverty

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Cornwall, Devon, Plymouth City, Somerset, Torbay,

Who it helps

Children/Young People
Elderly/Old People
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
1 volunteer

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.

Specific Donations

Amount	When Months	To be used for
Devon Community Foundation - COVID-19
£1,000	17/06/2020	Grant to Homemaker Southwest
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£20,000	04/07/2019	Homemaker Southwest - Reaching out to all
Garfield Weston Foundation - Main Grants award
£15,000	18/04/2018	Homemaker Southwest - Reaching out to all
Henry Smith Charity - Grant to Homemaker Southwest
£105,000	08/06/2017 36	towards three years' salary of the Money Advice Caseworker at a project providing support with debts, maximising income and financial independence to those at risk of homelessness in Torbay

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Age Range of Trustees: 31-70

AMY-LOUISE SWAYNE Appointed: 2020, Occupation: Management Accountant

JUDITH FROOM Appointed: 2017, Occupation: Retired

NICOLA HALL Appointed: 2020, Occupation: Solicitor, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF ST MARY THE VIRGIN ST MARYCHURCH, TORQUAY.,

RICHARD CRESSWELL (Chair) Appointed: 2003, Occupation: Regional Director Environment

RICHARD WYNNE BALL Appointed: 2018, Occupation: Retired

SARAH MORRISON Appointed: 2016, Occupation: Solicitor

Legal constitution

Charitable company registered in England & Wales on 26/09/2001, number: 1088596
Registered at Companies House on 30/03/2001, number: 04190963

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Financial Conduct Authority

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
Investing charity funds policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR20: 4 days late, AR11: 15 days late,

Main office

Homemaker Southwest/Money Advice Plymouth
Unit 1
Stoke Damerel Business Centre
5 Church Street
PLYMOUTH
PL3 4DT

Objectives

TO RELIEVE PERSONS RESIDENT IN THE COUNTIES OF GLOUCESTER, SOMERSET, WILTSHIRE, HAMPSHIRE, DEVON, DORSET, CORNWALL WHO ARE IN CONDITIONS OF NEED, HARDSHIP AND DISTRESS, WHO ARE HOMELESS OR THREATENED WITH HOMELESSNESS.

Defined Area of Benefit:

COUNTIES OF GLOUCESTER, SOMERSET, WILTSHIRE, HAMPSHIRE, DEVON, DORSET, CORNWALL

Data Sources