Finance Score: 2

Governance Score: 6

Support Score: 5

Strong growth: +2
No PartB

No volunteer policy: -2
12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +5

Overall GiG Score: 13

HOME TO WORK LIMITED

Training and skills development of local unemployed people

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
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 and dynamic in terms of composition

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
There are 14 trustees whereas the Charities Commission recommends a maximum of 12

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: 18 years
(23 years as a company)

KAREN.JONES.HOMETOWORK@GMAIL.COM

01946814576

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		£348	£320	£29	n/a	n/a	n/a	n/a	n/a	8
31/03/22		£271	£265	£6	n/a	n/a	n/a	n/a	n/a	6
31/03/21	*	£99	£95	£5	n/a	n/a	n/a	n/a	n/a	8
31/03/20		£99	£95	£5	n/a	n/a	n/a	n/a	n/a	5
31/03/19		£100	£106	£-5	n/a	n/a	n/a	n/a	n/a	7
31/03/18		£88	£126	£-38	£0	£0	£0	n/a	0	0
31/03/17		£144	£155	£-10	£0	£0	£0	n/a	0	0
31/03/16	*	£159	£169	£-10	£0	£0	£0	n/a	0	0
31/03/15		£131	£110	£21	£0	£0	£0	n/a	0	0
31/03/14		£105	£66	£39	£0	£0	£0	n/a	0	0
31/03/13	*	£44	£37	£6	£0	£0	£0	n/a	0	0
31/03/12		£8	£8	£0	£0	£0	£0	n/a	0	0
31/03/11		£41	£29	£12	£0	£0	£0	n/a	0	0
31/03/10		£38	£53	£-16	£0	£0	£0	n/a	0	0
31/03/09		£86	£113	£-26	£0	£0	£0	n/a	0	0
31/03/08		£119	£168	£-50	£0	£0	£0	n/a	0	0
31/03/07	*	£301	£298	£3	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
The Prevention Or Relief Of Poverty

How it operates

Other charitable activities
Provides human resources

Where it operates

Cumbria,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
8 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

National Lottery Community Fund	£30,000
Garfield Weston Foundation	£25,000
Cumbria Community Foundation	£24,275
Trusthouse Charitable Foundation	£10,000

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Home To Work Outdoor Wellbeing Project 2023-2024
£10,000	06/01/2023	The funding will be used to continue running its outdoor wellbeing project for vulnerable and disadvantaged people. The project provides weekly sessions in growing and cooking food one to one support ....more The funding will be used to continue running its outdoor wellbeing project for vulnerable and disadvantaged people. The project provides weekly sessions in growing and cooking food one to one support and group activities with the aim of improving health wellbeing confidence social and teamworking skills.
Trusthouse Charitable Foundation - Grant to Home To Work Limited
£10,000	17/02/2022	30% of the core costs for a charity providing training and skills development for local unemployed people in the locality of Copeland, Cumbria.
Garfield Weston Foundation - Main Grants award
£25,000	11/02/2022	Core Costs 2021-2022
National Lottery Community Fund - Personal and Social Development Project 2022-2023
£10,000	17/12/2021	The funding will be used for a Personal & Social Development Tutor to help build a personal and social development course for learners needing extra support due isolation/lockdowns. This will ....more The funding will be used for a Personal & Social Development Tutor to help build a personal and social development course for learners needing extra support due isolation/lockdowns. This will support participants with the development of their personal social and employability skills with the aim to improve mental wellbeing and future aspirations.
Cumbria Community Foundation - Life Coach expansion
£5,775	17/12/2020	Life Coach expansion
Cumbria Community Foundation - Skills@Home
£10,000	01/10/2020	Skills@Home
Cumbria Community Foundation - IT, phones, posters, travel costs
£3,500	17/06/2020 2	IT, phones, posters, travel costs
Cumbria Community Foundation - Staff, travel and publicity costs
£5,000	09/04/2020 9	Staff, travel and publicity costs
National Lottery Community Fund - Home to Work Ltd (Skills 4 You)
£10,000	13/06/2019 12	The organisation will deliver employment skills through workshops based around upcycling and craft workshops targeting local unemployed people and people with complex needs, with the aim of improving ....more The organisation will deliver employment skills through workshops based around upcycling and craft workshops targeting local unemployed people and people with complex needs, with the aim of improving skills and increasing engagement.
Garfield Weston Foundation - Main Grants award
£20,000	13/04/2018	Skills 4 You

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Age Range of Trustees: 33-72

ANN ELIZABETH DIAS Appointed: 2022, Occupation: Retired

CHARLES NIGEL MOORES Appointed: 2013, Occupation: Unemployed

CHARLES MARTIN KANE Appointed: 2023, Occupation: Retired

GILLIAN MARGARET MARSDEN Appointed: 2023, Occupation: Company Director

GRAHAM CALVIN Appointed: 2019, Occupation: Builder

GRAHAM CARTWRIGHT Appointed: 2019, Occupation: Projects Director

HELOISE CLOUDSDALE-JONES Appointed: 2023

KAREN VIRGINIA JONES Appointed: 2023

MARIE MARGARET WALKER Appointed: 2023, Occupation: Finance Officer

MARK TELFORD Appointed: 2019, Occupation: Managing Director

MARTIN WINWARD Appointed: 2017

OLWEN LINOTT Appointed: 2019

PHILIP LLOYD HUGHES Appointed: 2022, Occupation: Retired

WILLIAM WILKINSON Appointed: 2013, Occupation: None

Legal constitution

Charitable company registered in England & Wales on 01/06/2006, number: 1114486
Registered at Companies House on 06/03/2001, number: 04173875

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

17 returns made; AR21: 43 days late, AR16: 121 days late, AR13: 42 days late, AR07: 38 days late,

Main office

Former Chamber of Trade Building
High Street
CLEATOR MOOR
Cumbria
CA25 5AH

Objectives

THE PROMOTION FOR THE PUBLIC BENEFIT OF URBAN AND RURAL REGENERATION IN AREAS OF SOCIAL AND ECONOMIC DEPRIVATION AND IN PARTICULAR CLEATOR MOOR AND NEIGHBOURING COMMUNITIES (THE AREA OF BENEFIT) BY ALL OR ANY OF THE FOLLOWING MEANS:A THE RELIEF OF POVERTY IN SUCH WAYS AS MIGHT BE THOUGHT FIT;B THE RELIEF OF UNEMPLOYMENT IN SUCH WAYS AS MAY BE THOUGHT FIT, INCLUDING ASSISTANCE TO FIND EMPLOYMENT;C THE ADVANCEMENT OF EDUCATION, TRAINING OR RETRAINING, PARTICULARLY AMONG UNEMPLOYED PEOPLE IN CASES OF FINANCIAL OR OTHER CHARITABLE NEED THROUGH HELP -1 IN SETTING UP THEIR OWN BUSINESS, OR2 TO EXISTING BUSINESSES;E THE CREATION OF TRAINING OR EMPLOYMENT OPPORTUNITIES BY THE PROVISION OF WORKSPACE, BUILDINGS AND/OR LAND FOR USE ON FAVOURABLE TERMS;F SUCH OTHER MEANS AS MAY FROM TIME TO TIME BE DETERMINED SUBJECT TO THE PRIOR CONSENT OF THE CHARITY COMMISSION OF ENGLAND AND WALES.

Defined Area of Benefit:

CLEATOR MOOR AND NEIGHBOURING COMMUNITIES

Data Sources