BritDB

CCEW Charity Commission profile

HOMEWISE SOCIETY

Registered charity 1179077 · organisation 5121654

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
CIO
Registered
5 July 2018
Removed
Not supplied
Financial period
1 April 2024 – 31 March 2025
Latest income
£673,859
Latest expenditure
£622,032
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
Yes

Public contact address: Unit 3 Allied House, Burnley Road, Clayton le Moors, Lancashire, BB5 5TW

Website recorded by the regulator: www.homewiseonline.org (displayed as text)

02 Activities

What the charity does

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

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
12 January 2026
Date Accounts Received
12 January 2026
Total Gross Income
£673,859
Total Gross Expenditure
£622,032
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
7 January 2025
Date Accounts Received
7 January 2025
Total Gross Income
£703,998
Total Gross Expenditure
£647,133
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
12 October 2023
Date Accounts Received
12 October 2023
Total Gross Income
£528,079
Total Gross Expenditure
£545,431
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
2 September 2022
Date Accounts Received
2 September 2022
Total Gross Income
£405,410
Total Gross Expenditure
£429,788
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
26 August 2021
Date Accounts Received
26 August 2021
Total Gross Income
£413,014
Total Gross Expenditure
£407,602

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
12 January 2026
Total Gross Income
£673,859
Total Gross Expenditure
£622,032
Grant Making Is Main Activity
No
Count Govt Contracts
6
Count Govt Grants
£5
Income From Government Contracts
342521
Income From Government Grants
£246,355
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
7 January 2025
Total Gross Income
£703,998
Total Gross Expenditure
£647,133
Grant Making Is Main Activity
No
Count Govt Contracts
4
Count Govt Grants
£5
Income From Government Contracts
305482
Income From Government Grants
£264,797
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
Yes
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
12 October 2023
Total Gross Income
£528,079
Total Gross Expenditure
£545,431
Grant Making Is Main Activity
No
Count Govt Contracts
3
Count Govt Grants
£2
Income From Government Contracts
260752
Income From Government Grants
£31,953
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
2 September 2022
Total Gross Income
£405,410
Total Gross Expenditure
£429,788
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
3
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£2
Income From Government Contracts
233625
Income From Government Grants
£32,397
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
26 August 2021
Total Gross Income
£413,014
Total Gross Expenditure
£407,602
Charity Raises Funds From Public
No
Charity Receives Govt Funding Contracts
Yes
Count Govt Contracts
1
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£2
Income From Government Contracts
190469
Income From Government Grants
£30,693
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
5

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
12 January 2026
Income Donations And Legacies
0
Income Other Trading Activities
0
Income Charitable Activities
668402
Income Investments
5457
Income Other
0
Income Total Income And Endowments
673859
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£622,032
Expenditure Other
0
Expenditure Total
622032
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
6903
Expenditure Support Costs
274864
Expenditure Depreciation
7374
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£524,802
Assets Total Fixed
20671
Assets Own Use
20671
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£589,345
Assets Total Liabilities
£85,214
Assets Current Investment
0
Assets Total Assets And Liabilities
£524,802
Creditors One Year Total Current
36712
Creditors Falling Due After One Year
48502
Assets Cash
£503,747
Funds Endowment
0
Funds Unrestricted
471555
Funds Restricted
53247
Funds Total
524802
Count Employees
13
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
7 January 2025
Income Donations And Legacies
506
Income Other Trading Activities
0
Income Charitable Activities
693106
Income Investments
10386
Income Other
0
Income Total Income And Endowments
703998
Income Legacies
506
Income Endowments
0
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£647,133
Expenditure Other
0
Expenditure Total
647133
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
2308
Expenditure Support Costs
368245
Expenditure Depreciation
2463
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£322,689
Assets Total Fixed
10406
Assets Own Use
10406
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£554,194
Assets Total Liabilities
£91,625
Assets Current Investment
0
Assets Total Assets And Liabilities
£472,975
Creditors One Year Total Current
91625
Creditors Falling Due After One Year
0
Assets Cash
£414,536
Funds Endowment
0
Funds Unrestricted
422802
Funds Restricted
50173
Funds Total
472975
Count Employees
13
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
12 October 2023
Income Donations And Legacies
545
Income Other Trading Activities
0
Income Charitable Activities
524831
Income Investments
3248
Income Other
0
Income Total Income And Endowments
528624
Income Legacies
0
Income Endowments
545
Expenditure Raising Funds
£0
Expenditure Charitable Expenditure
£545,431
Expenditure Other
0
Expenditure Total
545431
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
2136
Expenditure Support Costs
543295
Expenditure Depreciation
1100
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£416,110
Assets Total Fixed
3545
Assets Own Use
3545
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£516,284
Assets Total Liabilities
£103,719
Assets Current Investment
0
Assets Total Assets And Liabilities
£416,110
Creditors One Year Total Current
103719
Creditors Falling Due After One Year
0
Assets Cash
£362,143
Funds Endowment
0
Funds Unrestricted
53548
Funds Restricted
362562
Funds Total
416110
Count Employees
14
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Lancashire
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
306
Classification Type
How
Classification Description
Provides Services
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
104
Classification Type
What
Classification Description
Disability

08 Official extract

Charity Event History

Charity Name
HOMEWISE SOCIETY
Charity Event Order
1
Event Type
CIO registration
Date Of Event
2018-07-05T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
CIO - FOUNDATION Registered 05 Jul 2018
Charitable Objects
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.

10 Official extract

Charity Policy

Policy Name
Safeguarding policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Risk management
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Conflicting interests
Policy Name
Complaints handling
Policy Name
Financial reserves policy and procedures
Policy Name
Volunteer management
Policy Name
Paying staff
Policy Name
Complaints policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Internal risk management policy and procedures
Policy Name
Social media policy and procedures