Finance Score: -1

Governance Score: 6

Support Score: 2

Low unrestricted reserves: -2
Reasonable growth: +1

Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +2

Overall GiG Score: 7

HOMEWISE SOCIETY

Advice and support on all aspects of home improvements, repairs, maintenance, and special schemes to support disabled and older people to remain in their own homes

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending since inception
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 gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£528	£545	£-17	£0	£416	£54	1.2	14	0
31/03/22	£405	£430	£-24	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21	£413	£408	£5	n/a	n/a	n/a	n/a	n/a	n/a
31/03/20	£394	£379	£16	n/a	n/a	n/a	n/a	n/a	n/a
31/03/19	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 20%
Liabilities/Income: 20%
Unrestricted Funds/Total Funds: 13%
Reserves/Spending: 1.2 months
Net Current Assets/Spending: 9 months
Quick Ratio: 3.5

Asset Split ?

Balance Sheet History

Established: 6 years

www.homewiseonline.org

sue@homewisesociety.org.uk

01254232249

Charity Commission for England and Wales

Tweets

Listed activities

Disability

GiG Classification

Services for people with disabilities

How it operates

Provides services

Where it operates

Lancashire,

Who it helps

The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

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

Specific Donations

Amount	When Months	To be used for
DCMS - Coronavirus Community Support Fund
£10,000	22/09/2020	"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 operate, thereby reducing the burden on public ....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."
CAF - Grant to Homewise Society
£3,000	26/06/2020 3	Grant to Homewise Society to support the organisation through COVID19

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

BARBARA ASHWORTH Appointed: 2024

DEREK LINDEN KING Appointed: 2018

DOROTHY WESTELL Appointed: 2018

ELIZABETH SINCLAIR Appointed: 2024

GARY SPELMAN Appointed: 2024

MALCOLM BALDWIN (Chair) Appointed: 2022

Legal constitution

Charity registered in England & Wales on 05/07/2018, number: 1179077

Gift Aid

NOT 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
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
Volunteer management

Filing Record

5 returns made; all on time

Main office

Unit 3 Allied House
Burnley Road
Clayton le Moors
Lancashire
BB5 5TW

Objectives

THE OBJECTS OF THE CIO ARE, FOR THE PUBLIC BENEFIT, THE RELIEF OF THE ELDERLY, DISABLED AND THOSE AFFECTED BY LONG TERM SICKNESS, POVERTY AND OTHER SOCIAL OR ECONOMIC DISADVANTAGE (HEREINAFTER REFERRED TO AS 'THE BENEFICIARIES') BY:(A) THE PROVISION OF SERVICES, SUPPORT, INFORMATION, ADVICE, GUIDANCE OR ASSISTANCE;(B) ARRANGING OR CARRYING OUT WORKS OF IMPROVEMENT, ADAPTATION, REPAIR OR MAINTENANCE TO HOUSES OCCUPIED BY THE SAID BENEFICIARIES WHERE SUCH WORKS ARE NECESSARY TO ENSURE THAT HOMES ARE SAFE AND SECURE AND WILL ENABLE THE BENEFICIARIES TO REMAIN IN THEIR OWN HOMES; AND(C) THE PROVISION OF ASSOCIATED AMENITIES ESPECIALLY DESIGNED OR ADAPTED TO MEET THE DEFINED NEEDS OF THE SAID BENEFICIARIES ALL WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.

Data Sources

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