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					Towards
Independent
Living
Annual Report
2008
                 Message From
      Message From Our Patron
                                                    Our Patron
                                            House of Commons last year. It
                                            now goes to the House of Commons
                                            again and, if it is successful there, it
                                            becomes law.

                                            However, it is likely that the
                                            Government will seek to defer its
                                            passage because of the costs, so I
                                            expect much more campaigning
                                            will be necessary.

                                            Side by side with this legislation,
                                            organisations like Independence at
                                            Home will be actually carrying on
                                            their own valuable work. Helping
                                            over 1,200 individuals and families
    Independence is acquiring a new         and providing over £300,000 in
    importance in and out of the            terms of expenditure is a splendid
    home. Many organisations are            contribution to people in need.
    now campaigning for independent         The time and care devoted to this
    living for disabled people and I        activity is extremely valuable and
    have a bill called `Independent         all those connected with
    living’ which has just passed all its   Independence at Home can be
    stages in the House of Lords for        assured that their efforts are
    the second time after failing in the    warmly appreciated.




                                            Rt. Hon. Lord Ashley of Stoke
                                            Patron




2
Chairman’s Statement 2008

It is my pleasure to report on another successful year
for Independence at Home. The figures speak for
themselves but an increase in donations to £236,814
combined with income from the Chartered Society of
Queen Square has enabled us to make grants totalling
over £305,000, a healthy and encouraging improvement
on last year.

While the number of grants has also increased, the
extra resources we have been able to expend has meant
that we have been able to raise the average grant to
just over £240. This is an important metric for us as it
means the impact of each grant is that much greater.
Without your generosity none of this would be
possible and on behalf of all those who the charity has
been able to help this year, I would like to express my
heartfelt gratitude.

Whilst we have enjoyed the support of a loyal core
of donors, we realise that they cannot be taken for
granted and it is a constant challenge for us to raise
funds from one year to the next. However, the signs
are that if anything the demand for our services was            report states,“tightening eligibility criteria does not
picking up at the end of last year and this trend has           curb demands for support”. What this means is that
continued into the early part of 2008. I must therefore         there is a greater need for charities like Independence at
appeal to old and potential benefactors alike to                Home to bridge the widening gulf. The fact that the
maintain or initiate financial support for                      State seems prepared to relinquish some of its
Independence at Home.                                           responsibility highlights the need for others to shoulder
                                                                it. It is with such trends in mind that I must once again
I fully appreciate that in the current economic circumstances   ask for your support to help us fill the void.
the competing demands for your resources makes the job
of allocating them that bit more difficult. Whilst many of us   I am grateful as ever to the small staff of the Charity.
have the ability to adapt our needs to differing economic       Mary Rose and her team have been busier than ever
circumstances, no such flexibility exists for those that we     and we are lucky to have the services of such dedicated
typically have to help. The recent increase in applications     and flexible people. After 10 years of service, David
for our help is a cause for concern as we can never             Bennington retired as Chief Financial Officer during the
assume that we will be able to maintain our grant               year. I would like to thank him for the calm professionalism
making at as high a level as we would like and we are           that he brought to the role and he remains a source of
most reluctant to turn down requests.                           knowledge in the background which I am sure we will
                                                                occasionally have need of.
It is a source of continuing frustration to me that,
despite the headline increases in government expenditure        I have no doubt that 2008 will be a challenging year
on health and social care, the benefits are not noticeably      but that, with your help, we will rise to the challenge
being felt by the end “customer”. A recent report on            so that we can continue to make life that little bit more
the state of social care in England has highlighted that        bearable and enjoyable for those who, through no fault
local councils are tightening their eligibility criteria as     of their own, are unable to pursue the independent
part of their efforts to meet required standards. As the        existence that most of us take for granted.




                                                                David Astor
                                                                Chairman


                                                                                                                               3
                                                 Chief Executive’s
                                                  Statement 2008
                                                               spacious office accommodation, allowing us to
                                                               strengthen our small, enthusiastic but stretched team
                                                               so that standards of service to both clients and referrers
                                                               may be maintained. Our move was made possible by
                                                               the most welcome gift of a legacy.

                                                               Last year we expressed concern about `un-met need’
                                                               within the community and, in response to this, we set
                                                               out to increase, yet again, the number of people
                                                               receiving help and the magnitude of the help we were
                                                               able to offer. We acknowledged that success in this
                                                               would be largely dependent on our donors’ willingness
                                                               to fund the work and, in the event, Independence at
                                                               Home exceeded both targets, increasing grant expenditure
                                                               by 13% on prior year, and making grants to an additional
                                                               27 people and families during the year. This might, at first
                                                               glance, seem a relatively small number of extra grants.
                                                               However, each grant represents a real person or family
                                                               strengthened and enabled by practical and tangible
                                                               help which they would not otherwise have received.
    I am delighted, once again, to be able to report another
    very successful year for Independence at Home, during      This year, once again, our objectives remain focused
    which we were able to distribute over £305,000 to          on these individuals and others like them – everybody’s
    encourage and support independence in people               relatives, friends, neighbours or strangers - people with
    managing long-term illness and disability at home.         illness or disability who need practical help to cope at
                                                               home and cannot access it from statutory sources.
    Over 1,250 people and families benefited from the
    generosity of our loyal donors, all of whom are listed     There will be many of them. As the NHS Confederation’s
    on pages 14 and 15 of this report, and all of whom         paper `Funding tomorrow today – Social care for older
    have demonstrated their care and concern for others        people and vulnerable adults’ (March 2008) concludes:
    in such a momentous way. Their financial assistance        `The current social care system is unable to deliver
    has enabled the purchase of essential equipment,           targeted social care to all those who could benefit
    adaptations and services which have improved, and          from it, let alone universal provision…current systems,
    in many cases transformed, daily life at home for so       already under pressure, will have difficulty sustaining
    many people. However, their donated funds have             care for increasingly aged and infirmed service users.’
    not only generated practical benefits. They have also
    restored dignity and peace of mind, and helped to          Independence at Home looks forward to continuing to
    support choice, for individuals for whom remaining         work in partnership with all those who support our
    at home in much loved surroundings and as valued           work, and with other agencies – both statutory and
    members of the local community has become an               voluntary – that enable the shift towards independent
    everyday struggle.                                         living for those people who have exercised their right
                                                               to remain at home.
    The relief and gratitude for the help, expressed by
    our clients, shines through each and every one of the      We are so grateful to the many people, Trusts and
    unsolicited letters we receive. We have quoted from        organisations that have funded our work so magnificently
    these letters throughout this report, but take no direct   during the year. We thank them most sincerely for their
    credit for receiving them. The letters may be addressed    continued generosity, and for their kindness to each and
    to Independence at Home, but their sentiments must         every one of our clients.
    be addressed to our supporters - those whose generosity
    has touched each and every life.

    During 2006 and 2007, Independence at Home
    simultaneously managed a successful and beneficial
    merger with the Chartered Society of Queen Square,
    and introduced a new name and new look more
    relevant to our work. This year, in 2008, we have
    again expanded our horizons in preparation for the
    increased workload we know will accompany the
    current and anticipated growth in client numbers.          Mary Rose
    Independence at Home has now settled into more             Chief Executive


4
Review of the
Year 2008
Objectives and Activities
When Independence at Home (formerly Invalids-at-Home) was
founded in October 1965, our Founders’, with great foresight,
defined its main object as ` to make grants of money to
beneficiaries (patients who are suffering from the effects of
chronic illness) who are living at home… to help them in any way
towards living normal lives’.


As we enter our fifth decade, the language may have changed
but our main aim remains the same – to support independence
in people in need who are managing a long-term illness and
disability at home. We do this by making grants which are
supplementary to statutory provision. The grants help to meet
some of the heavy additional costs of managing illness or
disability at home. They enable the purchase of equipment,
adaptations and a range of other items and services which
improve mobility and quality of life, and allow people to
manage safely, in comfort and with dignity. Our grants help to
cover the costs of inevitable emergencies, and by association,
help to support carers in their work. This is how our clients
describe what Independence at Home’s grants ultimately mean
to them:


`Without this lift my only other option was to consider moving to          ‘My mother is 87 years young
a bungalow but my present financial situation would have made this
impossible. Now I can stay in my home of 30 years where I know             and the stair lift has enabled
every inch and my life will be as near normal as can be’
                                     Mr. E. S. T., Cheshire (Stair lift)   her to live independently and
`the speak machine has made a great difference and helped
to stop a deal of frustration when he was trying to make his
                                                                           remain in the family
needs heard’
                    Mr. F. M., Berkshire (Electronic Communicator)
                                                                           home…this is very
`your help was sorely needed at that time as finances were very            important, not only for her
tight and a telephone was essential because neither of us is in the
best of health. After nearly a year apart it is wonderful to have my       but for the rest of the family’
wife home and we are getting settled in our flat’.
                           Mr. W.K., Devon (Telephone installation)        MRS. P. E., NORTHAMPTON
‘as we live upstairs in a block of two flats we are no longer
prisoners in our own home’
                                     Mr. M. J., Derbyshire (Stair lift)


`my wheelchair will help me mentally by not feeling helpless since
it is so demeaning having to always wait for someone to move me’.
                         Mrs. B. M, Cumbria (Powered wheelchair)



                                                                                                             5
                                                        Review of the
                                                            Review of
                                                            Year 2008
                                                             the Year
                                        Year on year we set ourselves two main objectives to increase the number
                                        of grants made to people in need, and to increase the magnitude of each
                                        grant in order to improve purchasing power for the recipient. The extent
                                        to which we can meet these objectives depends largely on the generosity
                                        of our supporters, and so we must also consider a third objective – to
                                        raise sufficient funds from our supporters to allow increasing demands to
                                        be met. In so doing, we guarantee that every penny raised in donations
                                        will be given directly, without any deduction, to people in need.


                                        Our final objective is to manage the Charity’s investments prudently, so
                                        that the income and dividends from these investments will cover
                                        Independence at Home’s organisational expenses.


                                        Grants are made throughout the year in strict accordance with general
                                        policy and specific criteria laid down by the Committee of Management of
                                        the Trust, assisted by the Finance Committee. These criteria, and the targets
                                        for grant making, are reviewed at least twice a year and decisions on
                                        grant-making are made purely on the basis of the applicant’s disability and
                                        need, regardless of their age, gender, ethnicity, creed or cultural background.


                                        Independence at Home’s grants are supplementary to what is available
                                        from the Statutory services. We do not see ourselves as a substitute for

           ‘We have been able to        Statutory funding, preferring to act in partnership with the Statutory
                                        sector, and with other charities, to meet service users’ needs. For this
                                        reason, we ask applicants to have first approached the Statutory services
           install a new heating        to establish if their needs can be met from the public purse. If they
                                        cannot, or if they cannot be met within a period of time that is reasonable
      system into Mr.G.’s home,         given the client’s circumstances, then we remain ready to offer help
                                        wherever possible.
       helping to restore levels of     Our grant-making activities are underpinned by an in-house programme

           warmth, comfort and          of fund raising, where written appeals are made to Trusts, Companies
                                        and Foundations. We see it as a courtesy to report in detail to all our

    quality of life for this client’.   loyal donors, demonstrating what we have been able to achieve through
                                        their generosity.

               MR. F. G., GLAMORGAN
                                        Achievement and Performance
                                        2008 saw more grants made to individuals, more direct charitable expenditure
                                        and more funds raised in support of our clients than in any other year since
                                        inception in 1965.


                                        We were delighted to be able to make grants to a total of 1,256 people and
                                        families in need, and total direct charitable expenditure (value of grants made)
                                        rose to £305,085, an increase of 13% in cash terms on prior year. We met
                                        our objectives, and exceeded our targets both in terms of the number of
                                        grants made and also in terms of direct charitable expenditure.



6
 Review of the
 Review of
 Year 2008
 the Year
£236,814 was received in donated income, compared to £217,824 last
year. The Queen Square Endowment Fund also generated investment
income, which was largely used to make grants to people with
neurological illness.


Income was also generated from our investments which covered
Independence at Home’s organisational and management expenses.


The number of referrals and the call on resources continues to be unpredictable,
although as expected the baseline continues to rise. As a consequence, the year-
end picture may, during successive years, show an under-distribution or over-
distribution of funds. We aim to spend any funds carried forward during the
following financial year, and continue to emphasise to our donors that every
penny of their funds are given to people in need. Independence at Home’s
operational and management expenses are, and will continue to be, funded
from income generated from the designated Founders’ Fund, by an agreed
contribution from the Queen Square Endowment, and from legacy money.


2007/08 was a busy year for Independence at Home’s small team. In
addition to making 1,256 grants, we made 1,071 firm promises of grants
to be called on within the year. We also received some 3,000 letters and
many telephone calls from people seeking grants or needing advice.


Regrettably, we were obliged to refuse 303 applications during the                 ‘You cannot imagine how
year, from people not meeting our criteria. Although we cannot
offer financial help in these cases, we do provide advice and further              much this wheelchair will
referral, since it is important to us that no person contacting
Independence at Home for help is met by a `closed door’.                           mean to me in terms of
Our funds are spent on a wide range of items and services for people
with disability, and a diagram of how funds are spent can be seen
                                                                                   independence, just being able
below. It does seem that, year on year, Independence at Home’s spend
is in a broadly similar proportion across all categories.
                                                                                   to get out and about and
 Independence at Home’s Charitable Expenditure -                                   not facing the same four
 How we spend our charitable funds

             Heating Costs
                             Communications
                             Equipment   2.4%
                                                                                   walls day in and day out’.
                     2.4%                 Miscellaneous
                                                                                   MR. B. L., EAST YORKSHIRE
                                                    1%
   Household Goods
           12.5%
                                                           Home Adaptations,
                                                           Repairs and Other
                                                           Building Work
                                                           43.1%
Mobility Equipment
         22.5%

                                       Special Equipment
                                                    16.1%
                                       for Disability

                                                                                                                   7
                                                     Review of the
                                                         Year 2008
                                    In 2007/08, Independence at Home contributed over £250,000 of
                                    its charitable expenditure towards household adaptations for
                                    disability and specialised equipment. The cost of these adaptations
                                    (for example the installation of walk-in showers, ramps, dropped
                                    kerbs or door widening) and new builds (for example ground-floor
                                    bedrooms and bathrooms) are substantial, while Independence at
                                    Home’s grants are relatively modest in nature. It is paramount that
                                    all necessary funds are raised if such schemes are to materialise and
                                    benefit the people concerned, so we are happy to use our funds in
                                    partnership with grants made by other agencies – whether
                                    statutory or charitable – in order to fulfil the client’s needs.


                                    The same is true of grants made towards substantial equipment for
                                    disability (powered wheelchairs and scooters, stair lifts, hoists and
                                    through-floor lifts) where cost may vary between £3,000 and £10, 000.


                                    It remains a continuing objective to increase the value of the grants
                                    we make, in order to increase purchasing power for each client and
                                    allow easier attainment of their needs. This year, the average grant
                                    made was a little over £243, compared to £220 in 06/07 and
                                    £178.20 in 05/06. However modest, the grants mean a great deal to
                                    those who receive them, not only enabling the purchase of
                                    essentials to foster independence, dignity and quality of life at

     ‘The walk-in shower has        home, but also providing hope and a tremendous boost to morale.
                                    Here are more observations from our clients, confirming how their
                                    feelings about the future have been so powerfully influenced by
    made such a difference to       such a modest gesture of help:


     my life as I haven’t been      `After my last stroke, I thought that I was finished…. My scooter
                                    has changed my life so much that I am starting to think that I am
       able to use my bath for      capable of much more….there is a chance that I will get better, and
                                    all down to the people that have taken time out to help me.’

    several years. It really has                                              Mr. B. A., Berkshire (Scooter)



      made a difference to my       `I cannot express in words how this (bedroom and bathroom) will
                                    help this family. Please thank all concerned for changing this
                                    family’s life’
                   well-being.’                                         Miss M. P., Wiltshire (Adaptations)

              MRS. H. V., NORFOLK   `For six years I have watched the world go by from my windows
                                    and now I am joining the world slowly but surely again’.
                                                      Mrs. S.L., Norfolk (Electrically powered wheelchair)


                                    ‘I was at a very low level in life and now I feel that your kindness
                                    has helped to give me a new lease of life together with the
                                    freedom and independence to get out...’
                                                                                  Mr. S. E., Derby (Scooter)




8
Review of the
Year 2008
Our work is underpinned by the kindness of others, and it is
vital that we continue to make our existence known to those
who are seeking opportunities to target their funds for the
benefit of people in need. Fund raising, of necessity, has a high
priority, and our in-house programme of written appeals to Trusts,
Companies and Foundations continued throughout 2007/08. As
always, this programme was funded from the Independence at
Home Founders’ Fund.


This was our most successful year so far in terms of seeking
financial support for our work, with over £236,000 received
from 170 donors, all of whom are listed on page 14 and15. We
are so very grateful for the fact that many of our supporters fund
our work on a regular basis. They, and others, have told us how
much they appreciate the detailed (but anonymous) reports that
demonstrate so personally what we have been able to achieve
with their donated funds.


Last year, in 2006/07, Independence at Home noticed a sharp
increase in the number of older applicants, with 55% of all
beneficiaries being 60 years or more, including a very substantial
43% of all beneficiaries who were aged between 70 and 90+
years. This year, ending 31 March 2008, the proportion of
beneficiaries aged 60+ years grew rapidly to 62.7% with some
50.4% of beneficiaries being over 70 years.                              ‘the road where I live is very
Some increase is to be expected in line with demographic                 congested and I can never
predictions, which tell us that the number of older people in the
UK will rise by 400,000 over the next three years, particularly
those over the age of 85. However, we believe that the
                                                                         manage to walk to the car.
significant increase in the numbers of older Independence at
Home beneficiaries during 2007/08 is not solely as a result of
                                                                         Being able to park on the
demographic change. It also reflects the willingness of statutory
and voluntary agencies working with older people to refer on at
                                                                         drive will make a huge
the first opportunity, as they realise the funding limitations of
their organisation.                                                      difference to my mobility’.
It does appear that many frail, financially challenged, live-alone       MRS. R. O., SURREY
older clients at risk are faced with a decline in both the quality and
the quantity of Statutory support they receive. The recent report
from the Commission for Social Care Inspection (CSCI) entitled
`The state of social care in England 2006-2007’ comments on the
postcode lottery in social care and estimates that just 358,000
households received home care in 2006, compared with
479,000 a decade earlier. The report points out that nearly 75%
of local authorities now refuse help to anyone whose needs are
not considered `substantial’ or `critical’. Furthermore, it states
that most of the people with `moderate’ needs (those who



                                                                                                          9
                                               Review of the
                                                   Year 2008
                                  cannot carry out routine daily tasks such as getting out of bed,
                                  bathing and washing up) are excluded, together with 275,000
                                  pensioners with less intensive requirements, such as needing help
                                  with shopping.


                                  The report also concludes that `the total number of older people
                                  who receive no services and have no informal care, despite
                                  having high support needs, is around 6,000 older people’. It
                                  should be noted that `high support needs’ means older people
                                  who cannot bathe or eat without assistance.’


                                  Independence at Home made grants to some 787 people aged
                                  60+ years during 07/08, including 633 grants made to people of
                                  over 70 years. We are happy to let our older clients and their
                                  families speak for themselves:


                                  `The stair lift has made life so much easier for Mum to get in and
                                  out of her flat. It was getting more and more difficult to go out
                                  because when we got back she looked up the stairs and said it
                                  was like looking up a mountain. Mum is 92 and did not want to
                                  move… this would have been too much for her’.
                                                                          Mrs. T.H., Derbyshire (Stair lift)



 ‘This money will be a great      ` It was his 87th birthday last week and we took him to the
                                  botanic gardens. It was lovely to see him whizzing along, we had
 help to me, I feel the cold so   to run to catch him. We then went for a pub meal and he had no
                                  problem getting in to the pub in his electric chair, as he calls it’.
     much not being able to                      Mr. F. A., Liverpool (Electrically powered wheelchair)


           move at all now’.      `As she is 87 years young the installation of the lift has enabled
                    H.M., DEVON   her to continue to live independently and remain in the family
                                  home, which you can appreciate is very important, not only for
      (GRANT TOWARDS THE COST     her, but for the rest of the family’.
                                                               Mrs. P. E., Northamptonshire (Stair Lift)
                    OF HEATING)




10
Supporting
Our Work
Your support means so much
During the financial year 2007/08, 170 donors made
contributions to the work of Independence at Home. Their
donations were used to make an immediate impact on the
lives of 1,256 people and families.

Over the past forty-three years, our benefactors have
helped to transform life at home for over 31,000
individuals in need.

Sadly, there are many more people with illness and disability
who need speedy pragmatic help so that they can manage
more independently, and lead safer, more comfortable and
more dignified lives at home.

You can play an important part in their future by continuing
your support of Independence at Home. We promise you
that every penny of your donation will be distributed
directly, and without any deduction, to those in need.

Please support our work and make a difference,

Thank you                                                             ‘the building project would
                                                                      have been in doubt if it was
Mary Rose Chief Executive                                             not for your generous support,
Please help in any of the following ways:
• Make a one-off donation. Please make cheques or postal
                                                                      we cannot finds the words to
  orders payable to `Independence at Home’. We can advise
  you about the Gift Aid Scheme, which increases the value            thank you enough, we can
  of your donation by 28%, at no extra cost to you.
• Set up a standing order making regular payments from
  your bank account. We will send you a form for your
                                                                      only say a humble thank you
  bank and can also advise on the Gift Aid Scheme.
• Remember Independence at Home in your will. Legacies to
                                                                      and we will always remember
  charity are free of inheritance tax and will ensure that our work
  continues in the future.                                            your kindness’.
• Join a `Give as You Earn’ Scheme at work. Your employer will
  tell you whether your organisation has such a scheme. You           MR. C.A., SUFFOLK
  receive the benefit of tax relief, so that each £1 you give to
  us costs you only 78p.
• Nominate Independence at Home as the charity to benefit
  from a special event or collection at work, school or your
  place of worship.
Please send donations to :
Independence at Home, Fourth Floor, Congress
House, 14 Lyon Road, Harrow, HA1 2EN
                                                                                                  11
                                   Some of the people who
                                         Independence at

                   Date       Name      Age Amount      History

                   06/04/07   Mr. V.     79   £350.00   Mr. V. has diabetes, arthritis in the hips and knees and has
                                                        had a few mini strokes. He loses balance and his speech
                                                        when he has a TIA, but recovers quickly. He also has pain
                                                        in the hips, knees and legs on walking and is breathless on
                                                        exertion. He lives with his wife who is deaf and blind in
                                                        one eye. Grant for a walk-in shower. (Wrexham)



                   18/05/07   Ms P.      65   £197.00   This lady has had a stroke, also has osteoarthritis, heart
                                                        problems, asthma, anaemia, sciatica and vertigo. She has
                                                        had bowel surgery, lives alone and feels very vulnerable.
                                                        Grant for a carephone. (Gloucestershire)



                   22/06/07   Miss R.    30   £300.00   This lady has cervical tetraplegia as a result of an acquired
                                                        spinal injury following a car accident. She has severe
                                                        muscle spasms and a special exercise bike can help to
                                                        relieve these, she lives alone. Grant for an exercise bike.
                                                        (Buckinghamshire)



                   13/07/07   Mr. N.     79   £100.00   Mr. N. has had bi-lateral amputations of his lower limbs
        ‘...how                                         due to circulatory problems. Has had surgery for bowel
                                                        cancer and wears a colostomy. He has prosthetic limbs,

  grateful the                                          tires easily and is unable to mobilise outdoors. He is
                                                        divorced and lives alone. Grant for a powered scooter.

    family are                                          (Northern Ireland)


  for the help     10/08/07   Mr. S.     22   £200.00   This young man has cystic fibrosis. He has been living

     they have                                          with his family in stressful circumstances. One brother is
                                                        autistic, another has Asperger’s Syndrome and autism and
                                                        his mother has Multiple Sclerosis. He is moving into his
   recieved at                                          own accommodation and needs basic equipment. Grant
                                                        for a tumble dryer. (Edinburgh)
     what is a
            very   28/09/07   Mr. M.     29   £200.00   This young man has had a stroke leaving him with brain
                                                        damage. He moved back with his parents on leaving
       difficult                                        hospital but is now living independently within the
                                                        community. He is in need of various items for his new
            time                                        home. Grant for a washing machine. (Leicestershire)


 emotionally
            and
 financially.’
       MRS L.J.,
         STAFFS
12
have received help from
Home this year.

  Date       Name      Age Amount      History
  19/10/07   Mr. S.     31   £120.00   This young man has spine and disc problems and
                                       recently been in hospital for further spinal surgery. His
                                       marriage has collapsed and he has been homeless,
                                       sleeping at friends’ homes. He now has his own home
                                       and is in need of a special bed because of his condition.
                                       Grant for an orthopaedic bed. (Herefordshire)



  23/11/07   B.         5    £219.00   This little boy has cerebral palsy and epilepsy. He is
                                       dependant on his mother for all care. He has a highly
                                       sensitive startle reflex and is vulnerable to getting
                                       trapped and injured when he sleeps. He does not speak
                                       so a special monitor would alert his mother to any
                                       problems he may have. Grant for a CCTV epilepsy
                                       monitor. (Newcastle upon Tyne)




  07/12/07   Mr. A.     25   £200.00   This young man has cerebral palsy and learning
                                       disabilities. He lives with his parents and family and uses
                                       a special communication system with a voice box. This
                                       keeps failing and it is expensive to keep repairing. An
                                       annual warranty will keep the costs down. Grant for
                                       communication aid insurance (Devon)



  25/01/08   Mrs. G.    58   £500.00   Mrs. G. has arthritis affecting most of her joints. She has     ‘Your
                                       had bilateral hip replacements, shoulder replacements
                                       and tendon repairs in her fingers. She has had corrective       grant
                                       procedures on her feet but not all the surgery has been
                                       successful. She also has asthma. Her mobility is very           allowed the
                                       restricted. She lives with her husband who cares for her.
                                       Grant for a through floor lift. (Essex)                         purchase
  08/02/08   Mr. M.     63   £350.00   This gentleman has Parkinson’s Disease, arthritis,
                                                                                                       of an
                                       diabetes and prostate problems. He is unsteady on his
                                       feet and finds it difficult to transfer from his chair. He is
                                                                                                       epilepsy
                                       divorced and lives alone. Grant for a riser recliner chair.
                                       (Northamptonshire)
                                                                                                       monitor
                                                                                                       which gives
  14/03/08   Mr. A.     75   £250.00   Mr. A. has osteoporosis in the spine, osteoporosis of
                                       right hip, prostate problems and chronic obstructive
                                                                                                       the family
                                       pulmonary disease. His mobility is very poor and he
                                       has problems managing stairs due to shortness of
                                                                                                       some piece
                                       breath. He lives with his wife who is also in poor health.
                                       Grant for a stair lift. (Kent)
                                                                                                       of mind’.
                                                                                                       K.J., FALKIRK


                                                                                                                  13
                                       Contributors to Inde
                                       Independence at Home would like to thank the following
                                       individuals, Trusts and Companies, and other organisations
                                       who have so generously supported our work during the year:

                                       The Alchemy Foundation
                                       Allchurches Trust Limited
                                       The John Armitage Charitable Trust
                                       The Astor Foundation
                                       Miss Elizabeth Astor
                                       Lord Austin Trust
                                       The John Avins Trust
                                       Andrew Balint Charitable Trust
                                       Bartlett Taylor Charitable Trust
                                       Mrs. M.L. Bartlett
                                       Bellway plc
                                       Benham Charitable Settlement
                                       Birmingham Hospital Saturday Fund
                                       The Bisgood Charitable Trust
                                       The Blair Foundation
                                       Miss M. Bottomley
                                       The Roger Brooke Charitable Trust
                                       The David Brooke Charity
                                       Mr. F.E. Brooker
                                       Ms Joanna Bruntsfield
                                       Mr. & Mrs. M. Bullivant
                                       Arnold Burton 1998 Charitable Trust
                                       R.M. Burton Charitable Trust
                                       Mr. & Mrs. T. Calcutt
                                       The Pamela Champion Foundation
                                       The Childwick Trust
                                       CHK Charities Limited
                                       Herbert Charles Coleman Charitable Trust
         ‘my mobility scooter has      The George Henry Collins Charity
                                       Miss A.E. Collins

      certainly given me a better      Norman Collinson Charitable Trust
                                       Mr. D.J. Colton
                                       The Cornwell Charitable Trust
              quality of life and      The Coutts Charitable Trust
                                       Mr. & Mrs. N. Crace

            independence. It was       The Cumber Family Charitable Trust
                                       The David John Hodge Currie Memorial Trust
                                       PZ Cussons (International) Ltd.
     becoming more difficult for       Mr. & Mrs. G.W. Darby
                                       Mrs. R. Dauppe
                                       Davis-Rubens Charitable Trust
      my wife to push me in my         Mr. P.R. De Pass
                                       Diana Deyong Charitable Trust
     wheelchair as it’s very hilly     Duchy of Lancaster Benevolent Fund
                                       The DulvertonTrust
                                       Miss D. Duncan
                   where we live’.     The Wilfred & Elsie Elkes Charity Fund
                                       Maud Elkington Charitable Trust
                 MR W. R., WILTSHIRE   Emmandjay Charitable Trust
                                       Faisaltex Charitable Trust
                                       Mrs. B. Ferres
                                       Findel PLC
                                       D.R. Fine Charitable Trust
                                       The Fitton Trust
                                       The Fox Memorial Trust
                                       The Furlongs Fund




14
pendence at Home

 Mr. R. Gedling                                       Morgan Crucible Company plc
 Gilander Foundation                                  Murphy-Neumann Charity Company Limited
 Mr. C. Gilson                                        Elizabeth, Duchess of Northumberland
 The Good Neighbours Trust                            Mrs. S. Paine
 Miss M.E. Goodrick                                   Mrs. M.E. Patterson
 Miss T. Gough                                        Pennon Group Plc
 Constance Green Foundation                           Mrs. Mary Pepper
 Ms. S. Griffiths                                     PF Charitable Trust
 The Hadley Trust                                     Ms M. Place
 The Hampstead Wells and Campden Trust                Mrs. M. Portch
 Mrs. E. E. Handy                                     Mrs. D.L. Powell
 The N & P Hartley Memorial Trust                     Mrs. C. Pratt
 Mrs. L. Hemingray                                    The Sir John Priestman Charity Trust
 Hill Family Trust                                    The Proven Family Trust
 M.V. Hillhouse Trust                                 The Rest-Harrow Trust
 The Lady Hind Trust                                  Mrs. E.D. Richardes
 The M.J. Hindley Charitable Trust                    The Richards' Charitable Trust
 The Hiscox Foundation                                Mr. & Mrs. T. Richards
 The Jane Hodge Foundation                            Edwin George Robinson Charitable Trust
 The Hoover Foundation                                The Sir James Roll Charitable Trust
 Sir Bryan Hopkin                                     The Row Fogo Charitable Trust
 Joseph Hopkins Charity                               The Rufford Maurice Laing Foundation
 The Howard Charitable Trust                          The Sandra Charitable Trust
 Mrs. E.J. Hughes                                     Miss M Sankey
 The Hull & East Riding Charitable Trust              The R.H. Scholes Charitable Trust
 The Albert Hunt Trust                                The Scouloudi Foundation
 Miss Agnes H Hunter's Trust                          Mr. R.G. Sheldon
 P.Y.N. & B. HyamsTrust                               Shoreham Beach Lodge
 Imperial Tobacco Limited                             The Charles Shorto Charitable Trust
 The Jarman Charitable Trust                          The Second Sidbury Trust
 John James Bristol Foundation                        The Sobell Foundation
 The Lady Joseph Foundation                           The David Solomons Trust
 JTH Charitable Trust                                 The Souter Charitable Trust
 Mrs. N. Kennedy                                      Mrs. S. Spargo
 Sir James Knott Trust                                Mr. & Mrs. Mark Stacpoole
 Labtech International Ltd                            The Miss Doreen Stanford Trust
 The Beatrice Laing Trust                             The Steinberg Family Charitable Trust
 A. & S. Lass Charities Ltd.                          Mrs. M. Stewart
 Mrs. F.B. Laurence Charitable Trust                  Miss B. Sutcliffe
 Raymond and Blanche Lawson Charitable Trust          Swale Charity Trust
 Legal & General Group Plc                            The Charles & Elsie Sykes Trust
 The George John & Sheilah Livanos Charitable Trust   Stella Symons Charitable Trust
 Lloyd's Charities Trust                              J.D. Toff Charitable Trust
 Christopher Loyd Charitable Trust                    The Tolkien Trust
 Miss A.M. Lucas                                      Florence Turner Trust
 The Lord and Lady Lurgan Charitable Trust            UCL Education Unit
 The Lynn Foundation                                  Mrs. Maud Van Norden's Charitable Foundation
 Magnus Trust                                         The Verdon-Smith Family Charitable Trust
 The Maltings Retirement Complex                      Gerald J. Ward's Charitable Trust
 Marsh Christian Trust                                The Warwickshire Masonic Charitable Assoc.Ltd.
 The Mason Le Page Charitable Trust                   The Mary Webb Trust
 P.M. Mason                                           H.D.H. Wills 1965 Charitable Trust
 Melton Mowbray Building Society Charitable Fndtn.    Mrs. M. Withers
 The Mercers' Company                                 The Michael & Anna Wix Charitable Trust
 The Keith & Joan Mindelsohn Charitable Trust         The Woodcote Trust
 Mrs. R. Misa                                         Stephen J. Woodward Estate Agents



                                                                                                       15
                                                        and
                                                  Legal and
                                              Administrative
                                              Administrative
                                                Information
                                                Information
                                   Independence at Home
                                   Charity Trust No. 245259
                                   Established by Declaration of Trust 14 October 1965

                                   Registered Office:      To 9 March 2008:
                                                           Bamford Cottage,
                                                           South Hill Avenue,
                                                           Harrow HA1 3PA

                                                           From 10 March 2008:
                                                           4th Floor, Congress House,
                                                           14 Lyon Road,
                                                           Harrow HA1 2EN
                                                           Tel: 020 8427 7929



                                   COMMITTEE OF MANAGEMENT
                                   (THE TRUSTEES)
                                   Chairman                Mr. G. D. Astor*
                                   Hon. Treasurer          Mr. R. Opperman* - to 19.06.07
                                                           Mr. W. Francklin* - from 19.06.07

 ‘The hoist arrived a couple                               Dr. R. A. Davies
                                                           Miss. S. Douthwaite
                                                           Prof. J. Harrow
           of weeks ago. The                               Mrs. S. Lomas
                                                           Prof. L. Luxon

   difference it has made in       * Member of Finance Committee - Mr. R. Opperman to 19.06.07


     that short time is great.     OFFICERS
 C. has severe complex needs       Chief Executive
                                   Chief Finance Officer
                                                           Mrs. E. M. Rose MIHM
                                                           Mr. D. Bennington FCA - to 31.11.07

  and swimming is so good          Fundraiser
                                                           Mrs. R. Sandhouse FCCA
                                                           Mr. R. P. Cooper


  for him. It is now easier to     Auditors                Alliotts
                                                           Chartered Accountants
                                                           Congress House
  go swimming and we can                                   14 Lyon Road,
                                                           Harrow HA1 2EN
       use the hoist at home’.     Bankers                 Cater Allen Private Bank
                                                           9 Nelson Street,
           MASTER C. N., TEESIDE                           Bradford BD1 5AN

                                   Fund Managers           M&G Investment Management Ltd
                                                           Laurence Pountney Hill,
                                                           London EC4R 0HH



16
Trustees’ Report
2008

The Trustees are pleased to present their report along with
the Financial Statements of Independence at Home for the
                                                                              Organisational Structure
year to 31 March 2008. The Financial Statements have been                     The Committee of Management consists of eight Members who
prepared in accordance with the Charity’s accounting policies                 meet twice a year. The Committee of Management decides the
and comply with the Charity’s Declaration of Trust and                        general policy of the Trust, determining strategic direction, setting
applicable law.                                                               objectives, and monitoring performance to ensure that the
                                                                              organization achieves those objectives. The Committee is assisted by
                                                                              the Finance Committee, whose responsibility it is to consider
Structure, Governance                                                         financial issues in more detail and report back to the Trustees.
and Management
                                                                              Responsibility and authority for running the day to day affairs of
Governing Document                                                            the Trust, including the making of grants according to the criteria
Independence at Home is a Charity established by Declaration of               and within the limits laid down by the Committee of
Trust in the name of Invalids-at-Home, on 14 October 1965. The                Management, is delegated to the Chief Executive. The Chief
change of name to Independence at Home was agreed by                          Executive and the Chief Finance Officer present reports on a
Trustees at an EGM on 2 October 2006, and formal permission                   regular basis to the Committee of Management, and to the
to change the name, with effect from 1 March 2007, was                        Finance Committee.
granted by the Charity Commissioners.

                                                                              Grant Making Policy
The Committee of Management                                                   The Committee of Management of the Trust, assisted by the Finance
(The Trustees)                                                                Committee, decides the general policy and the specific criteria for grant
The names of Trustees who have served during the year are set                 making. Targets for grant-making are set in June for the year ahead and
out on page 16.                                                               reviewed twice a year. Income is not predictable so that at any year end
                                                                              there may be a slight excess of funds or a deficit.
New Trustees are appointed by invitation of existing Members of
the Committee, following interview with the Chairman and Chief
Executive. There is no specified maximum period for Trusteeship               Equal Opportunities
and Trustees are elected at a full meeting of the Management                  Help is given to people in relation to their disability and need,
Committee following nomination.                                               regardless of their age, gender, ethnicity, creed or cultural
                                                                              background.
The Committee is constituted to ensure that, as far as possible, there is a
good mix of relevant skills and experience.
                                                                              Risk Management
                                                                              The Trustees regularly review the major operational and business
Trustee Induction and Training                                                risks faced by the Charity and are currently satisfied that such risks
Trustees are provided with an induction pack containing                       have been adequately addressed. The Charity has systems and
information about Independence at Home’s history, aims and                    processes in place to minimize and manage risk, and can meet all
programme of work. They also receive the `Essential Trustee’                  its current financial and legal commitments. It has no long-term
published by the Charity Commission.                                          exposure in these areas.


Trustees are kept up to date with new developments in the
organization by regular reports and presentations by staff members.
They also receive reports and information about external
developments, where these are relevant to the Charity and to their
work as Trustees.



                                                                                                                                                          17
                                                                        Trustees’ Report
                                                                                    2008
 Financial Review                                                      policy that, if the income from the Designated Fund and the
                                                                       Expendable Endowment are insufficient for this purpose, the
                                                                       balance of costs for the year may be taken from the capital of
 Financial performance for the                                         the Designated Fund.
 year ending 31 March 2008.
 During 2007/08, Independence at Home continued to be in a
                                                                       Investment Policy
 strong financial position, with an increase against prior year in     The Trustees have the power to invest in such assets as they see fit.
 both the level of donations and in overall investment income.
 Both of these factors contributed to record levels of direct          The Charity’s investments are managed by M&G Investment
 charitable expenditure during the year, allowing an increased         Management Ltd., and the Finance Committee meets with the
 number of higher value grants to be made.                             fund manager every six months to review performance and
                                                                       investment strategy.
 Externally, the latter half of the year was dominated by the
 fall-out from the US sub-prime mortgage crisis and concerns           The portfolio is currently divided between bonds and equities.
 about the stability of the banking system. The turbulent period       Current strategy is to hold approximately 75% of the Charity’s
 in world markets saw share prices fall and, with it, portfolio        long-term investments in equities, and the balance in fixed
 valuations. Independence at Home’s own portfolio was not              interest securities.
 immune to this, and from early in the year current market values
 of our investments began to fall below historical cost.               The Finance Committee chooses its investment opportunities
                                                                       with due regard to ethical considerations.
 While there is no pleasure in reporting falling fund values, good
 relative performance, to some extent, has mitigated the scale of
 the fall. Although shares with attractive dividend yields have
                                                                       Reserves policy
 been especially hard hit in this difficult market environment, the    The reserves of Independence at Home represent funds which
 majority of the underlying investments continue to pay attractive     are held either to protect the long-term future of its operations
 dividends, which in many cases will increase again in 2009/08.        or are expected to be spent in the short-term.


 Organisational costs continued to be well controlled during           In the former category are the funds classified as i) Expendable
 2007/08, increasing by 11% on prior year. This increase was in        Endowment and ii) Designated Fund
 line with expectations, and in part reflected an increased level of
 complexity in the organization and its activities.                    The Expendable Endowment fund, totaling £2,813,064
                                                                       represents funds and subsequent income transferred from the
                                                                       Chartered Society of Queen Square following the merger
 Principal Funding Sources                                             with Independence at Home. These funds continue to be
                                                                       invested to provide a secure stream of income to be spent on
 The principal source of funding for grant-making continues to         grants to clients with neurological illness or disability. The
 be income donated by those Trusts, Companies, Foundations             balance of the income is available to help defray the
 and individuals that support our work. The Expendable                 overhead costs of the Charity. This is a continuation of the
 Endowment (Queen Square) Fund generates investment income             Fund’s performance when held by the Chartered Society of
 and dividends largely to fund grants for clients with neurological    Queen Square.
 illness and disability.
                                                                       The Designated Fund (The Founders’ Fund) is invested to
 Independence at Home receives no Statutory funding.                   provide income specifically to defray the annual running costs
                                                                       of the Charity. If the income from this Fund and the
 The annual running costs of the Charity are defrayed by               Expendable Endowment are insufficient for this purpose, the
 investment income from The Designated Fund (The Founders’             balance of costs for the year may be taken from the capital
 Fund) which was constituted specifically for that purpose. It is      of the Designated Fund.



18
Trustees’ Report
2008
Funds which are expected to be spent in the short-term are iii)
restricted funds and iv) other unrestricted funds.


Restricted funds represent unspent balances at year-end, the
majority of which will be spent within the next financial year.


Other unrestricted funds are free reserves and consist of legacies,
donations and investment income which has not been spent in
the current financial year and is carried forward for spending on
the Charity’s objectives in the short-term. The two funds together
stand at £149,714, equivalent to less than one year’s income.


The Trustees believe that the current level of reserves is appropriate
and prudent, in view of the uncertainty of future levels of
voluntary donations and the increasing demand for our services.



Plans for the year ahead
In general terms, Independence at Home’s key objective for
the year ahead is to increase the level of direct charitable
expenditure once again, making a greater number of higher
value grants to those in need. We must continue to attract loyal
supporters and will need to maximize income from investments
and other more sustainable sources in order to achieve this.
                                                                         ‘The nursing bed will go a
Although the economic climate looks set to remain difficult during
2008/09, we are positive that our current financial position,            long way towards an
together with a planned course of action during the coming year,
will stand us in good stead. In partnership with those who
support our work, and who demonstrate such care and concern
                                                                         independent, functional
for others, we intend to build on 2007/08’s successes so that
many more individuals can achieve what they need as they move
                                                                         and active life. The right
towards independence in their daily life at home.
                                                                         equipment goes such a
The Annual Report set out on pages 2 - 21 was approved by the
Trustees on 17 June 2007 and signed on their behalf by Mr. G.            long way towards helping
D. Astor, Chairman
                                                                         our son to overcome his
                                                                         disabilities.’
                                                                         MASTER P.B., WARWICKSHIRE



David Astor
Chairman

                                                                                                     19
                                                   Statement by
                                                        Trustees
                                                     Year Ended 31 March 2008




                                       The attached summarised accounts are a summary of
                                       information extracted from the annual accounts and
                                       certain information relating to both the statement of
                                       financial activities and the balance sheet.

                                       These summarised accounts may not contain
                                       sufficient information to allow for a full understanding
                                       of the financial affairs of the charity. For further
                                       information, the full annual accounts and the Trustees’
                                       annual report should be consulted. Copies of these
                                       can be obtained from Independence at Home, 4th
                                       Floor, Congress House, 14 Lyon Road, Harrow,
                                       Middlesex, HA1 2EN.

                                       The full annual accounts have to be subject to
                                       external examination by an independent auditor
                                       and received an unqualified report.

                                       The annual accounts were approved by the Trustees
         ‘this project will provide    on 17th June 2008 and have been submitted to the
                                       Charity Commission.
        bathing, showering and
             ceiling track-hoisting
       facilities. These will make
                                       David Astor
      an enormous difference in        Chairman

     caring for L. who is severely
        disabled. I know that her
     mother is extremely grateful’.
                   MISS L.D., SURREY




20
Independant
Auditors’
Statement to
the Trustees of
Independence at
Home
Year Ended 31 March 2008
We have examined the summarised financial
statements of Independence at Home.


Respective responsibilities of
trustees and auditors
The Trustees are responsible for preparing the summarised
annual report in accordance with applicable law.

Our responsibility is to report to you our opinion on the
consistency of the summarised financial statements within
the summarised annual report with the full financial
statements and Trustees’ Report. We also read the other
information contained in the summarised annual report
and consider the implications for our report if we become     ‘With my stair lift I now
aware of any apparent misstatements or material
inconsistencies with the summarised financial statements.     have the upstairs of my
Basis of our opinion                                          home back and am able to
We conducted our own work in accordance with Bulletin
1999/6 ‘The Auditors’ statement on the summary
                                                              go to bed every night
financial statement’ issued by the Auditing Practices Board
for use in the United Kingdom.
                                                              without being in too much
Opinion                                                       pain to climb the stairs.
In our opinion the summarised financial statements are        You have helped me gain
consistent with the full financial statements and Trustees’
report of Independence at Home for the year ended 31
March 2008.
                                                              back my independence’.
                                                              MRS. M. S., ESSEX
ALLIOTTS
17 June 2008
Chartered Accountants and Registered Auditors
Congress House, 14 Lyon Road, Harrow, Middlesex
HA1 2EN


                                                                                      21
                                                                    Independence at Home

          Statement of Financial Activities
 Statement of Financial Activities (Including Income & Expenditure Account)
 Year Ended 31 March 2008

                                      Unrestricted     Restricted   Expendable         Total        Total
                                           Funds          Funds     Endowment          2008         2007
 Incoming Resources                              £              £            £            £

 Assets acquired on merger with the
 Chartered Society of Queen Square                 -            -      177,201      177,201     2,927,050

 Incoming resources from generated funds

 Voluntary income
 Donations                                  122,464      114,350              -     236,814      217,824
 Legacies                                         1            -              -           1      133,216

 Investment income                           47,623             -      168,647      216,270      148,473

 Total Incoming Resources                   170,088      114,350       345,848      630,286     3,426,563

 Resources Expended
 Cost of generating funds
 Fundraising costs                           21,723             -            -       21,723       17,977
 Investment management fees                   3,642             -       14,038       17,680       15,040

 Charitable Activities
 Grants                                     119,844       98,608        86,633      305,085      270,076
 Support and administration                  24,325             -       27,000       51,325       39,330

 Governance costs                             2,628             -        3,000        5,628       13,510

 Total Resources Expended                   172,162       98,608       130,671      401,441      355,933

 Net (outgoing)/incoming
 resources for the year                      (2,074)      15,742       215,177      228,845     3,070,630

 Other Gains & Losses

 Gains/(losses) on investments             (129,461)            -     (484,725)    (614,186)     137,691

 Net movement in funds                     (131,535)      15,742      (269,548)    (385,341)    3,208,321

 Balances at 1 April 2007                   875,305       33,329      3,082,612    3,991,246     782,925

 Balances at 31 March 2008                 £743,770      £49,071     £2,813,064   £3,605,905   £3,991,246




22
 Independence at Home

Balance Sheet 31 March 2008

                                                    2008                   2007
                                          £            £         £            £
Fixed Assets
 Tangible Assets                                    6,039                      -
 Investments                                    3,510,209              3,967,934
                                                3,516,248              3,967,934

Current Assets
Debtors                               6,119                      -
Bank & Short Term Deposits           87,038                 27,312
                                     93,157                 27,312
Creditors: Amounts falling
due within one year                  (3,500)                (4,000)


Net Current Assets                                89,657                 23,312


Total Net Assets                               £3,605,905             £3,991,246

Funds

Expendable Endowment Fund
 Chartered Society of Queen Square              2,813,064              3,082,612

Unrestricted:
Designated fund (Founders’ Fund)                 643,127                757,817
Other unrestricted funds                         100,643                117,488

Restricted:
Specific grants                                   49,071                 33,329
Total Funds                                    £3,605,905             £3,991,246




                                                                              23

				
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