alzhelmer8 Support Company Number: 03082546 Charity Number: 1048314 Alzheimerfs Support Report and Accounts For the year ended 31" March 2024 Legal and Admln15tratlve Inforniatlon Company Number: Charlty number: Reglstered office: 03082546 1048314 5 Sldmouth Street Devlzes Wlltshlre SNIO ILD Chalr: Janet Dore Trustees and Offlcers: Janet Dore Mellssa Mccloy Harry Theobald Paul Tumlm Paul Whltby Wendy O'Grady Jane Ebel (re518ned S December 2023) Mlchael Streams Iresl8ned 8 Aprfl 2023 Steve Besent (appolnted 4 December 2023) Jane Palmer lappolnted 4 December 2023 Wllllam Harper lappolnted 4 December 2023) Chlef Executlve Offlcer and Company Secretary: Sarah Marrlott Audltors: Oakensen (Brlstol) Ltd Chartered Accountants Sulte 9 Westbury Court Chur¢h Road Westbury on Trlm 8rlstol BS9 3EF 8ankers: CAF Bank Ltd 25 Klngs Hlll Avenue Klng5 Hill West Malllni Kent ME19 4JQ REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2024 The Trustees, who are the dlrectors of the charlty for the purposes of the Companles Act, submlt their annual report and audlted financial statements of the year ended 31" March 2024. The trustees have adopted the provlslons of the Statement of Recommended Practlce (SORP °Accountlng and Reporting by Charities" issued In 2019, in preparSn8 the annual report and financial statements for the Charity. This Trustees Report Incorporates the contents of the Directors Report for the year ended 31 March 2024. Structure Governance and Mana ement Governlng Document Alzheimerf5 Support Is a charltable company Ilmlted by guarantee, Incorporated on 21 Juty 1995 and reglstered as a charlty on 27 July 1995. The company was establlshed under a Memorandum of Assoclation which establlshed the oblects and powers of the charltable company and is 8ovemed under Its Articles of Assoclatl¢n. Recrultment and Appolntment ol Manaiement Commltt•• Any person may be elected to be a member of the Board, excludln8 a member of Stsff of the organlsatlon, but not excludln8 any volunteer of the organi5atlon. It Is our alm to have a sklll mlx of carer5, ex carers and profe55ionals worklng In the fleld of dementla and soclal care, finance, law and the corporate buslness sector as members of the Board. In the event of particular skllls beln8 l¢st due to retlrements, efforts are made to close the skills gap as soon as posslble. The members ol the Board of Trustee5 are elected at the Annual General Meetlng. The trustees relinqulsh their positions every year and are eligible for re*lection at the Annual General Meeting. Trustee Inductlon and TralnlnK Most prospectlve Trustees are already famlllar wlth the work of the Charlty; however, after completing an appllcatlon form they are Invlted to attend a mlnimum of two Board meetlngs and subrmed about suitable external tralning and thelr expenses are relmbur5ed. An annual joint meetlng With senior managers; participatlon In sub committees. ongoing Interaction within the different department5; attending team meetings when posslble. has all helped to Increase the visibility of the Trustees to the staff, and helped the Trustee5 have a good understanding of the or8anisatlon's seNices and challenges. Oryanlsatlon The Board of Trustees meets every six weeks and is responsible for the governance of the organisatlon. Subcommlttees for Flnance and Fundralsln& Quallty A55urance. and Rlsk Management meet regularly and report to the Board. Declslons on the day-to-day operation of the Charity are taken by the Chlef Executive In consultatlon wlth the Senlor Management Team. The Board recelves quarterly Executive Reports from the Senlor Management Team, which are clrculated for dlscusslon at the corresponding 8oard of Trustees meetSng. Declslons on matters with sl8nlficant impllcations for the organisatlon are brought to the Board of Trustees. These Include: Organisational priorities Strateglc plannSn8 All matters of risk to the organlsatlon- in partlcular resource and reputatlon Si8nlflcant organisatlonal change Major Inltlatives Pollcy formatlon and development Appolntment of senlor posts (Trustees are usually part of the Intervlew panel) The Finance and Fundraising Sub-committee meets at least quarterly. The 5peclfic responsibilities of thls committee Include the management of the assets and liabllltles of the Charlty, the agreement and monitorln8 of the annual bud8et, and credlt control. It 15 chaired by the Treasurer {elected Trustee post). The Trustees have delegated the day to day mana8emert of operation to the Charlty's Chlef Executive Officer- Sarah Marriott. The or8anlsatlon's structure 15 robust, wlth a full complement of commftted Trustees. We have a very Involved patron: Lady Lansdowne (ex HS8h SherrSff of Wlltshlre). An experlenced Senlor Management Team, compr15ing of the Heads of Departments, provides the drive and hands on approach to implementln8 the or8anlsation's vlslon to an exceptlonal Standard. Alzhelmerfs Support generally enjoys hlgh levels of staff retentlon. Internal control The Trustees have overall responslblllty for ensurln8 that the Charity ha5 approprlate systems of internal controls across the entlre organlsation. They are also responsible for keeping proper accountlng records whSch disclose, with reasonable accuracy at any tlme, the financlal position of the Charity and enable them to ensure that the financial statements follow best practice. They are also responslble for safeguarding the assets of the Charity and hence for takln8 reasonable steps for the preventlon and detectlon of fraud and other Srregularltles. The 5VStems of internal control are deslgned to provlde reasonable, but not absolute, assurance against material misstatement or loss. Internal control processes implemented by the Trustees include: A Quality Assurance Sub-committee, consisting of Trurtees, Senior Managers, and representatives from each department, meet5 at least three times a year and reports to the Board of Trustees. It is responslble for providin8: o assurance to the Trustee5 that the Charity operates saund Systems of internal control. and comfort and transparency to donors and beneficiaries that there are appropriate systems in place to ensure that the resources of the Charity are effectively allocated and utllised. An Internal audit system whlch conducts an ongolng programme of revlews of internal controls acr055 all areas of the Charlty. A strategic plan and an annual budget approved by the Trustees. Regular conslderatlon by the Trustees of flnanclal results, variances from budget5, forecasts and perfom)ance Indlcators. Delegatlon of authority and segregatlon of duties. Identification and management of risk. R15k Management The Trustees have In place a formal rlsk management process to assess risks and Implement risk management Strategies, Thls Rlsk Reglster is reviewed and updated at least 3 tlmes a year by the RSsk sub-committee, conslstlng of Trustees, Senlor Managers, and representatlves from each department (ensuring that changes are understood and Implemented at all levels). The sub- commlttee IdentSfies the types of rlsks the Charity faces, prlorltlses them In temis of likelihood of occurrence and potential impact, and Identlfles the mean5 of mltigatlng these rlsks. Risk management Is embedded In the dayto day processes of the Charlty. We have appolnted Croner as our provlder of HR and Health and Safety advlce and guldance. helpln8 to create new Staff Handbooks, a Health and Safety Handbook and update Poliry arbd Procedures so we comply wlth all current employmenL and health and safety law. Ob ectives Actlvltles and Achievements The Trustees have complled wlth the duty set out In s.4 of the Charities Act 2006 to have re8ard to the publlc beneflt guidance publlshed by the Char5ty Commlsslon. The objectlves of the Charlty are to "Improve the quallty of Ilfe and to relleve poverty, sickness and dlstress for people with all forms of dementia and thelr carers, primarlly for people livlng In Wlltshlre.- Specific actlvltles whlch confirm the publlc benefit the Charlty produces by Its exlstence are set out below, wlthln the prlnclpal operatin8 act5vltles and under the sub-headlngs 'On8olng Actlvltles. and he Difference We Make" whilst the sub-headin8 .202312024 Achlevements. 5et5 Out the targets set last year and the degree to which they have been achieved, and "202412025 objective￿ provlde the maln aims going forward. Alzhelmerfs Support enjoys the support of about 150 volunteers in all aspects of our work. Thelr Involvement ranges from occaslonal fundraising events, cake bakes and staffln8 an information stall, to regular attendance at our day clubs or community 8roups. Volunteers are an Integral part of the teams, dedicated to their role, and enable us to offer a unlquely high staff-cllent ratio and high- quality seNlce dellvery. The Volunteer Manager oversees recruitment, inductlon and ongoing trainin& monitorlng and communications for them. Alzhelmef s Support is Instrumental in the implementatlon of the National Dementia Strategy and is member of the Wiltshire Dement5a Strategy Delivery board. The Senior Management team is a cohesive and collaborative unlt. The benefits of this are felt throughout the organ15ation, wlth the cascadlng example of teamwork and transparency. Organlsatlon wlde By Sarah Marriott- CEO 2023 2024 achlevements The Cost of Living Crisis continues to impact on the charity, both for our staff and service users. Agaln, we gave a 518niflcant pay rSse to staff, in Ilne with the Increase In Natlonal Mlnlmum Wa8e, and stlll pay all staff above thls threshold. We renewed our contract wlth Simply Health to provlde a cash plan benefit to staff, plus the Employee Assistance Programme. However, there has been no increase in fundln8 from commlssioned corbtract5 Wlth Wlltshire Councll and the Integrated Care BDard (ICB), so the addltlonal salary and operational cost5 are met by the charlty. Thi5 Puts additional flnancial pressure on us. We have developed our fundralslng team, and monitored our fundraislng strategy, to strengthen thls essentlal Income stream. Annual price Increases for servlces have been set to help offset the Increased expendlture, but as always, we have strived to keep them as low as possible, so that our servlces are stlll a¢cesslble to those who rety on us. Collaborated with partners to dlstrlbute Dementia Wrlstbands to WlltshSre and Swlndon residents, (Partners are Wiltshlre Bobby Van Trust; Police and Crime Cornmis5ioner; Wiltshire PolSce: Carers Support Wiltshlre.) We contlnue to be a key partner In supplyin& monltoring and developin8 thi5 project. Linked wlth other local charities to be part of the Woice It, Hear It °consortium, wcrkln8 wlth Wlltshlre Councll and ICB to develop and delfver the servlce useren8a8ement contract. Partnership consortlum wlth other local charities to form "Carers Together Wlltshlre". We tendered for and won the Carers Contract for Wlltshlre. This strengthens and quantifies our work with carers, plus enables u5 to be part of the wlder strategy towards supportlng thls group of people. Tendered for and retained our two ongolng contracts wlth Wiltshlre Council and ICB: Dementla Community Servlces Dementla Adviser contract The Home Support Service {HSS) and Day Care are no longer part of the comrnlssloned contract, so we are now lookingforfundraislng opportunitles to financially support these services. New frameworks have been introduced to broker packages of care for people requlrin8 HSS and Day Care, lafter they have had a Carers Assessment. or a Care Needs Assessment), I have tendered for and been accepted onto the Wiltshlre Home Care Flexlble Framework {WHCFFI for HSS, and Llvlng My Life Framework {LmL) for Day Care, As part of thelr ongoing monltorin& we have had, and passed wlth high pralse. the Quallty Assurance checks by Wlltshire Councll for our services. These frameworks broker spot purchase agreements for indivlduals, in an open market format. Perhaps Inevitably, we have seen a decline in the number of packages of care we have Into these servlces via the new system. Introduced Birdle Care as our new digital records system. Gradual roll out planned durin8 2024. with the training for all appropriate staff. The timlng of thls purchase was partly prompted by our appllcation for a grant via Wlltshire Care Partnershlp to help u5 afford this up8rade. The Wiltshlre Dementia Strategy 2023-2028 was finali5ed and sent for slgn off by Wiltshire Councll In September 2023. We were part of the team collating oplnlons and priorltles for this. Now l am part of the Dementia Strategy Delivery Group, and have also included Head of Dementia Advisers and Head of Community Services. ToEether we present a strong voice on behalf of Alzheimerf5 Support. On oln Actlvltles Everyone contlnued to work with dedicatlon and commltment to provide the valuable services for whlch we have a great reputatlon. We not only consolidated what we do. but l¢oked at ways of Improvln8 the service5 wherever posslble, workSng wlth all stakeholders for Ideas and 5U88estlons. We are working within increaslngly dlfficult clrcumstances. We have faced significant Increases In operating Costs. wlth no additional fundlng. The voluntary sector Is relied upon to fill the Eap In healthcare provlslon. and as CEO l am concerned as to how lon8 we can contSnue to provide the hlgh- quallty servlces we do, maintaln our exceptional staff, and ma8lC UP the funds to do sol Currently we have the safety of a good level of reseNes, but we must be careful that we don't relv on these to fund the Ilkely deficit for the comlng year. Changes to working practlces and maklng savings wherever possible, whilst lookin8 for income opportunltles continue5 to be a key focus. We have to ensure the financial sustainabillty of the charity. AlzheSmerfs Support has a reputation for innovation, and adaptstion to the external environment, so we wlll be a5 rJeative and resilient as we can. 2024 25 Prlorft Ob ertl Flndlng opportunities to support the operational costs of HSS and Day Care Find new fundln8 for the Dementla Adviser Memory LSalson post whlch Is funded currently by NHS fundln8, and runs out September 2024. Evaluation of the WHCFF and LML frameworks. monftorlng the levels of work provlded and the mlx between those cllents and 5elf-funded clSents. Health Inequalltles Project- part of the wlder NHS project and focus Evaluatlon of trainin8 and development opportunltles for staff and volunteers. Looklng for ways to share resources where posslble with other partners Evaluate and change where necessary any procurement contracts e8 telephone system; photocopler contract; mobile phone contract. utility suppllers; membershlps of various support servSces and a$50ciations. Completlon of energy efflclency plans at Old Sllk Works premises In Warminster. We have a 8rant from Wolfson Foundatlon to pay for the proposed upgrades to the bulldin8. Thls wlll also reduce our elertricity costs In the long term, The lift at Old Sllk Works has been incurrlng Increased costs, and Is inoperable wlthout significant Investment. Project to evaluate alternatlve optlon to maintaln accessibility for servlce users, and provlde a long- term solutlon. Potentially monetisin8 some of our best practice guldellnes and consultancy advice. whlch we have hlstorlcally provlded for free. Improve how we market our sou8ht- after tralnlng resources, and stren8then thls as an income stream. Continued roll out of Birdle Care, so all departments are using this system. (correspondin8 closure of the old Care Planner System, and reduction in ongolng costs). Information and Support- Dementia Adviseis By Diane Barkham - Head of Demenlia Adviser Team 2023 2024 athleve nts Belng awarded the contract from WlltshSre Councll to provide Dementla Advlser servlce. Malntainin8 the access to advice and support from our offices, webslte and online requests, through flexlble and hybrid worklng. Ongolng contart wlth GP Sur8erles and relevant staff wlthln although there has been an Increase in staff turnover across the county, Dementia Advlsors contlnue wlth thelr presence at onllne Avon & Wiltshlre Partnershlp (AWPI meetSngs. South meetings tend to be more produ¢tlve than North ones. Referral rates have stayed steadyi the system we Implemented last year has worked well and we have promoted our DA Admln assistant to oversee Revlews and co -ordinate the review list so lists don't get too lon8. We are comln8 to the end of The Memory Llalson Dementla Adviser post. Iseptember Veronlca has done extremely In the post and has recelved some lovely comments from AWP staff, she bs very well thought off. The decision has been made to continue the post due to its success and referral rate. The team have contlnued to 5UPPOrt each other throu8hoirt the year especlally when staff have been off sicvholidays. We welcomed two new members of staff to the team and they have settled In well. New phones were Introduced whlch proved popular as they are much better to use and wlll facilitate the move to 3CX. Some of the team have attended Traln the Tralner tralnlng to be able to support Annie Clayton provlde Dementia Awareness sesslons across the county. Head of Oementia Advlsers Completed her End of Life Foundation tralning. Diane can now over support in plannlng for End of Life l.e POA, Respect and DNAR forms and thls will be added to the TraSnlng Course for Carers alongside dlscussions around what happens when someone Is teminally Illldyin8. Bereavernent Support Is also being offered. We have set up a process where all bereaved carers are sent a card and offered support. Dlane now slttin8 on the Dementla and End of Life strategy for Dorothy House Hosplce and Community Care. On The team continue to help wlth stands and actlvitSes throughout the county. Carers Cafes are a popular place for the DA'S to attend. Group5 and Actlvltles are attended when workload permlts. They a150 attend local events when requested to help ralse awareness of Dementla in the community. The Dlfference W Make Cases remain complex and at times exhaustin8 for the team. Cllents. expectations of the service remaln hlgh as it appears we get thlngs done when other agencies don't. Adult SocSal Care and AWP contlnue to struggle to cope and Snevitsbly the work load ends up In our lap. The team are very proactlve and do what they can to continue to 5UPPOrt. Comments about Dementla Advlsers: MD sold how fabulous Veronlco was wlth oll of her help and advice and she hos mode gettlng informotlon and qetting help so much easler. It Was good to speak to you ot the end of June ond olso lovely to meet you t7t the day core centre when my mum ottendedlor o trial day a couple of weeks ago. Mum hos been to the centre twlce now since the triol ond absolutely love5 It so a huge thonk you for your help in contoctlnq Heidi to organlse thot ond also to everyone involved In the centre. I have now registered wlth rtsw transport ond arrangements are in place for mum to start ot the Harnhom soclal qroup5 whlch Is wonderful, thank youfor pointlng me In the dlrection of both of those. Thank you very much for the support and it was good to talk earlier today. You hove been very carlng ond supportlve and it Is very much oppreciatedljl 2024 2025 Prlorl ob e(tlves Contlnue re5pondin8 to the Increased referral rates for Dementia Advlsers in a timely manner Taking on the Carers Assessments contract alon8slde Carers Together Wlltshire. Introductlon of the new Blrdle Care Database and transfer of all clients. Upskilling staff to enable them to be up to date wlth current practlces and Snformatlon regarding Dementla Malntalnlng contact5 wlth GP sur8ery staff Management contlnue worklng wlth varlous Dementia Strate8les. Revlew and adjust where necessary the allocatlon of terrltorle5 covered by each DA, Recruit new stsff as necessary to meet the Increaslng demand on the servlce. Home Support Service (Regislered and inspected by CQC) By Monique Bentley- Head of Home Support Service The seNlce contlnues to enjoy a perlod of stability. We have embarked on our dl8ltal records Journey and, successfully navlgated the challenges that come with It. Both staff retentlon and recruitment have shown Improvement, though lon8-term absences have presented some dlfflculties along the way. As a result. some of our objectlves from the past year are still outstandlng. however, we remain dedscated to SUStainin8 this posltlve momentum. Achlevement5 202312024: The servlce wa5 accepted onto the Wlltshlre Homecare Flexible Framework. Performed well and received a posltlve score in our WSltshife Councll Quallty Assurance Framework inspectlon. The service has commenced roll-out of our new dl8ltal records and rosterin8 System. Hours of support have remained consistent, wlth most area5 worklng at capacity. On80in8 Actlvlt1•5 Reported from our new dl8ltal records and rosterlng system. Please note that the servlce Is cU￿entlY rollln8-OUt the system with completion planned for June 2024. As a result, data Is incomplete and not comparable to that reported 2022-23 however, reflect5 servlce perfomiance as monltored through the system in March 2024. Number of Active Servlce Users: 262 100% of scheduled hours were dellvered & 100% of completed vlsits had a vlsit report, with 2803 care tasks undertaken. In additlon. 97% ot scheduled vlslts were fulfllled and of those, 97% commenced on time {as rostered). Hours of care dellvered have remalned consistent throughout the year wlth no concernln8 trends and reflect the roll-out of the system to areas. Fluctuatlons observed are expected due to natSonal bank holidays and seasonal trends. The Dlfference We Make Throu8h the provlslon of home support, Indlvlduals wlth dementla retaln a degree of Independence that allows them to continue to Ilve at home for longer. Thelr quallty of Ilfe is enhanced by a one-to- one assoclation wlth a trained support worker who encourages them to partlcSpate actively In life, through the exploratlon of likes and Interests, partlclpatlon In hobbies and to Ire)connect with thelr local community. The famlly carer benefits by receiving a reliable re5plte durin8 the vlsits, and are afforded the knowledge that thelr loved one Is safe and well looked after by the support worker. All staff work effectlvely as advocates for the indivldual with dementia and thelr carer. ralslng the profile of dementia in the local community, Care Co-ordinators work closely with our Dementia Advlsers and have a good relationship wlth the Adult Care Teams. CIT {Complex Interventlons Team) and Resource Teams. We continue to build relationships wlth the wlder healthcare provlslon to encourage and mana8e referrals into the servlce. Feedback recelved on the servlce: I wont to thonk you and your team for the excellent work you dld on Friday bvhen Mum wus unwell. Paula was clearly concerned, but very calm and communicated dearly wlth me. Llly showed great wlllingne55 and flexibility by stoyinq for severnl hours with Mum at almost no notlce. And I understand that you yourself were contarted On your day off. As I Ilve 100 mlle5 awoy, It Is a great comfvrt to me to know that there are people who care for Mum's welfare, and wlll put them out themselve5 Out in thls Way.. Hello my name is SM. Kelda comes to see me once o week. I would just like to soy what a difference she has mode in my lift. She is very kind and very willinq to do anythlng that l ask and I just wonted to moke you owore of how wonderful I think she is." I lust wont to write to let you know how very pleased S and l are with the Home Support that you have pmvided und in particulor Gemma, Sandra's componion, we could not hove wlshed fvr o 10 better match. Gemmo Is kind. compassionate, has empothy ond can communlcote in an open ond honest fashion, truly a great osset to the charlty. After recently going through what we considered one of the worst time5 of our lives Wlth S's sudden Increase in illness, hospltollsotlon, variou5 home visitsfrom NHS profr5slontJl core departments but not wlthstanding thls, by engaglng with Alzheimer Support It has been a rellef to US as afamily, everyone who has been in contact throughout this time has been so committed and understanding we thank you all. Although clearly thls Is the start of our Journey, I hove no doubt the support and core that the chorlty has to offer wlll always be there no matter whot. I consider this the best medicine onyone con give. they ore both wonderful and I would be lost without the support they give durlnq their visits. Each goes obove ond beyond In thelr care. My life is hard 05 a carer 24ft but thelr vlslts make such a dlfference by glvlng me some time to mysett.. . It's been such a tough couple of years so we ore oll Incredlbly qratefvl that you were part of the wonderful team that helped to keep Dod os Independent and in hls fomiliur surroundings for os long os posslble. You've been so potlent klnd and professlont71 ond l am so very gratefulfor your support for me tool Especiolly big thanks to Phll... Dod didn'tfind hi5 varlous visitors very easy to monoge but he reolfy dld seem to enjoy Phil's time and he wos Justfobulous wlth Dod.. Prlorfty obJ•ctlve5 202412025: To review and consolldate servlce activity spread and structure. We aim to build on the work already completed to ensure that servlce tralnin8 not only complles with the re8ulatlons governing our work but also meets the expectatlons and needs of both staff and service users. From thSs, a formal trainlng schedule w511 be developed and Inte8rated Into staff terms and conditlons of employmenc with the antlclpated roll.out set forApril 2025. We wlll continue developln8 and, subsequently Implement, an internal audlt program almed at drlvln8 excellence wlthln the servlce. Thi5 will enable the service to respond proactively to Industry changes and maintaln competltiveness in the market. Day Care Service 8y Granl Newtoii- Head ol Doy Core 24 achlevements The day club teams contlnue to provlde this highly valued servlce to our communltle5 With the care and enthusiasm that has brou8ht them so much recognition locally and nationally. As always. the clubs welcomed some of thelr many supporters throughout the year, including soclal and healthcare professlonals, funders and communlty group5. Jolnt projects wlth schools, colleges and universities contlnued and we welcomed sharing our knowledge wlth GP surgeries and hosplta15 through their staff and trainees spendin8 time wlth us. Day Clubs are the Winners of the Markle Third Sector Care Award- a national sector wide award scheme. for a local charlty to wln thls prestigious award Is a major achievement and recognition of the high standard of care and support we provlde. 11 On oln Activltles In the clubs are many and varled and Include numerous vlsitors from the local community. We welcome muslclans, young people, poets, dance groups. schoo15, choirs. churches, theatre groups, animal visitors of all kinds, ice cream vans, classlc cars. arts and crafts and much, much more . Our therapy dog programme extends across all dubs provldSn8 much comfort and many smlles to those club members that cherish or have cherlshed companlon animals .Occupanw of the Clubs is volatlle. Throughout the year we have experlenced periods of underoccupancy, whlch Is a concern for us both in terms of service provlslon. and the financlal Impact of reduced Incorne, This pressure will be enhanced when we lose the subsidy for Day care in the new Dementla Comrnunlty Servlces contract wlth Wiltshlre Councll and ICB. which wlll exclude Day Care. The Dlfference We Make Day Care Services provlde members wlth an infonnal. soclally engaging and safe environment to feel connected wlth others, pursue hobbles or activltles. and most importantly feel recognlsed for the per50n they are. The hi8h staff ratlo (1.2), whlch Is achieved through volunteer input, ensure5 that each memberfs needs are met. This posltive impact extends beyond their tlme Sn the club into the home Ilfe. Famlly carers beneflt from up to 7 hours of resplte, secure In the knowledge that their loved one is recelvln8 person-centred care in a stlmulatin8 environment. Re¢ent comments about our clubs: Thank youfor everythlng you didfor Gron, Norman ond everything you are dolng for allfamllles offected by Dementlo. Your work Is Invaluoble Thonk you to oll ut OSW, I would be10st wlthout you oll ond my Job os 0 24ft corer Is a blt easier because ol you all, My Dad ob501utely loves coming to your club ond talks about you oll ond the club on o dolly basis. all round. ljust ljust wanted to say good luck too. as my Mum sold the club wos short listedfor an owardl You must all be 50 proud of the work thot you and your team do. You all deserve It ond we hope you wln. You are o115uch o lovely• coring ond Inspirotionol set of humon beingsl 2024 2025 Prlorl ob ertlve .Contlnue to ra15e awarenes5 of Oay Clubs and what we offer. hoplng to reach new members. We wlll continue to enga8e with our many communlty supporters to Inform, sUPPQrt and include them in the runnln8 of the clubs where appropriate, and be a tsngible example of what the charlty does when they are fundralslng for us. We wlll malntain the excellent reputatlon we already have wlth our members and carers and peer group care organisations. We will also retain and encourage our'open door policy, of invltln8 people in to see what we do, make dementia vislble, and hope they flnd some inspiration from our practices that they can take away for themselves 12 Jon Aldridge-monsfield - Head of Community Services Achlevements for 2023 24 oln Actlvltles We continue to offer a dlverse range of actlvltles.. Music for the Mind, Movement for the Mlnd, Art and Crafts, Muddy Boots (Outdoor or Gardenlng}, Memory Cafe, Memory Shed, Carers Group, Discussion Group, and Training Courses for Carers. Our facllltators strlve to provide stimulating. frlendly, and fun environments that foster continulty and build lasting connectlons. Feedback is collected regularly to ensure we keep evolvlng and deliverln8 value. 202312024 stats show the contlnued en8a8ement in our communlty group5. A total number of 690 sessions durlng the perlod: 257 Music forthe Mind; 130 Movement forthe Mind; 92 Memory Cafes; 89 Art Group; 32 Carers Group; 23 Muddy 8oots {Kennet) and 13 REME Muddy Boots Groups; 21 Dlscussion Group. Total attendances by indlvlduals with dementla: 4,104, wlth 3,816 carers and famlly members accompanylng them. We continued to rely on the Incredlble support of ourvolunteers, some of whom have supported Alzhelmerfs Support for over 15 years. Durin8 the 2023/2024 perlod our volunteers re8lstered an amazing 2,132 attendances across our communlty 8roups. Celebratlng Volunteers Month in June 2023, all group coordlnators made an extra effort to thank each volunteer personally wlth cards. glfts, cakes and hu8S. The new Dlscusslon Group (fortnlghtly, Devlzes) Is now a year old and continues to provlde a safe space for Indlvlduals with dementia to share thelr thoughts and feellngs without thelr carers present. Often, partlclpants share fears and concerns about the future, but more often than not, the group discuss holldays, music memorles, and More'eVeryda￿ matters. Attendance has remalned steady at five Indlvlduals, with Kay Sharpe and Juliet Bonser facllitating. Karen 8oyce became the new Communlty Servlces Coordinator for the Eas( and Jackle Bradford the new Communlty serv1￿$ Coordinator for the S¢uth, Georglna Hart and Mlchelle Stock joined in early 2024 to run the new Muddy eoots IREME) 8roup {see below). Kay Sharpe and Sarah Dignum joined as Offlce Administrators. and along with Karen Boyce make up the Receptlon team In Sidmouth Street. Kate Sharpe (Head of Community Services) left Alzhelmerfs Support in March 2024 after nine years. and was replaced by Jonathan Aldrid8e-Mansfleld. Our new Muddy BootslGardeninglCraft group. based at REME In Lyneham has attracted a dedicated 8roup of 'green-flngered' individuals. A new shed storing second hand 8ardenlng equlpment is on site, and new ralsed beds (gratefully supplled by the volunteers at the 13 Corsham Men's Shed) have already been harvested at least once. Communlty groups participants, facilitators and volunteers contlnue to help fundraisin8 efforts wherever possible. In October 2023. fundraislng for'Denlm for Dementla,. Nick and Carollne (Bradford on Avonlwestbury Lelgh mus5¢ 8roup facilltators) raised nearly £1,000 from their group5 along wlth cholrs that they both belong to. Co Easter was celebrated across many of our groups and Easter gifts were given to our members. For many people, it was the only Easter Bift they received. More importantlv• celebrating wlth other people helps our members feel part of the communlty, and of friendshlp group. Pam 01115 Icommunlty Servlces Coordinator, North) took a 8roup of 24 member5 for a tour of Lacock Abbey and 8rounds. The Natlonal Trust very kindly offered free passes for everyone {saved £19 per-person11. In May 2023 all of our 8roups celebrated the Klng's coronatlon in one way or another. Hl8h tea, fla8 wavin& sin8in8 and remini5¢1ng about the coronation of Ellzabeth11 (for those who were old enough to remember), Outreach and collaboration contlnue, both wlth partner or8anisatlons offering slmilar communlty 8roup5 services Sn locatlons where we have a minimal presence, and with health and soclal care or8anlsatlons, focus groups, onllne commlttees, local area l)oard. etc. Our annual Christmas concert at Seend was another festlve favourlte wlth close to l(N) attendees, mlnce pies, crafts, and merry-makin8. 80 tlckets were sold, 25 volunteers helped out on the day. Many volunteers baked cakes and made Items to sell. Each community group had Its own Chrlstmas party; we old Chrlstmas cards and raffle tlckets to help wlth fundraisln8. Makl Dlfferen Sodal Interactlon: Staying connected wSth others Is crucial for mental and emotional health. Our communlty groups provide opportunities for social interactlon, reduclng feelings of isolatlon and lonellness. Cognltlve Stlmulatlon: Particlpatlng in our group actlvltles Stimulates the braln. Whether IVS singing or creatlng artwork together. these activbtles keep the mlnd actlve and engaged. Emotlonal Support: Being part of a communlty group such as our Discusslon Group means having a support network. People w5th dementia can share experiences, learn coplng strate8ies. and receive emotlonal support from others who understand their challenges. Our Cafers Group provides matchlng support for carers. Physlcal Actlvlty: Many community groups involve physical actlvities Ilke gentle exerclse classes or gardenlng. Re8ular movement is essential for overall health and can contribute to maintalnln8 independence. 14 Sense of Purpose.. Havlng a reason to get out of the house and engage with others gives a sense of purpose. It helps combat feellngs of helple55ness and contributes to overall life satisfaction. Fe rom Partlcl ants: I wanted to thonk you and all the volunteersfvr t711you hove done. We have loved belng part of the group whlch hasfelt like a Ilttlefamlly and hos been more support to me than you may ever reollse. You do an omazinq job and l am grotefvl that we were oble to be with youfor $0 long. (Harnham Cafél The Movement group hos done wondersfvr my mum's mobllity (and posslbly minej, I'd recommend to anybody. Pam does o greot Job runninq the groups, Emma makes the exerclsesfun as well as relevant and we're very grateful to all the volunteers who make it happen. IChSppenham Movement) The sinqing Is so wonderful to see. I love your work and eve￿hIng you stondfor. You enrlch the Ilves of those you corefor. not oll corefacilltles are Ilke thisl You're omazlng. Iwestbury Muslc for the Mind) l am enjoylng oll the classes I hove attendedsofar. Informatlve ond resourceful. Well-presented and I come owoy wlth something I can opply to my situatlon. Thank you very much. {Tralnlng Course for Carefs) I dld this course in Jonuary of last yeor and it was Ilfr chonqinq . it mflde me see thingsfrom Mum's polnt of vlew and how I can eose her transltlon and allay her onxlety. Absolutely brilllont ond I don't thlnk I'd hove managed thusfar without it. (Tralnln8 Course for Carers) l stlll remember our days attending all the dlfferent qmups wlth suchfondness, desplte the dlfficult circumstances. You all really do make such o huge difference ond everyone's love ond compassion wlllforever be In my heart. it allowed us all os ofomily to enjoy thls Stage of Mums Ilfe and to be become part of yourfamity Prlorl Ob r 2024 25 Malntaln Wiltshire Councll/lCB contract monltorlng and evaluation. Participation In Dementia strategy Delivery 8roup, in partnershlp wlth the wider healthcare team within Wiltshlre Contlnue consolidatlng and evaluatin8 our department's value to members. Expand the delivery of Tralnlng Course for Carers wlth three sessions In 2025. Launch additlonal courses for those recently dlagnosed, and for CaRrs whose loved one is at the later stages of the dlsease. Revlew marketing and communications for all groups. Explore feaslbllity of new groups and diversity of actlvltles. Explore opportunltles to attract younger partlclpants with dementla lunder 65s). Strengthen partnerships w5th healthcare provlders to ralse awareness of our services. Ralse standard fee5 across all groups. Offer'pay what you can, on trlal basls then roll out across all 8roups. Contlnue to provide relevant training foradminlstratlve staff and new facllitstor5. Host another Christma5 concert. 15 Engage Communlty Servlces in local health and wellbelng days. Foster communlty-driven fundralsln8 inltiatives. Awarenes5 Raising Fundraising. Communication, Engagemenl and y Stephany Bardzil - Heod of Communications and Fundraising Continued strong performance In fundralslng, exceedlng targets wlth a IO% growth in income from community fundralslng Ifollowln8 on from an exceptlonally 8ood year In 2022- 23) and 3 14% increase In T&F income Launched a second Walk to Remember at Bowood House, Increasln8 revenue from both walks to £15,(M)O Our first double your donatlons appeal helped achleve a record total for Chrlstmas campaS8n Webslte generated Incorne increased by 17%. led once agaSn by indlvldual challenge events and In memory trlbute pa8es We continued to Increase Income from Denlm40ementla carnpal8n, thanks to new marketlng materfals and dedlcated soclal medla accounts We developed our legacies offer and Improved legacy adminlstratlon wlth Smee and Ford account Our Chrlstmas bulletln achieved 68%+ open and 6.8% cllck through rate We increased our occasional Supporters, e-bulletlns to at least bi-monthly Revived our Spotlight On feature for Internal communlcations Developed more short-fonn video and reels focuslng on story telling Introduced locatlon-based search and servlces maps to the webslte to improve user journeys Contlnued to market Understandln8 Dementla session5 wlth 269+ people attendln8 sessions, and champlons programme launched. 182 volunteers (at Aprll 2024) Successfully nomlnated our day clubs for the Markel 3, Sector Care Awards On oln ctlvltles Despite a depleted team (for both fundraisin8 and comms) for muth of the year due to industry- w5de recrultment issues, the team performed strongly to exceed tar8ets, develop key partnerships and relaunch or expand rellable events and campaigns. We contlnue to enjoy and bulld on very strong relationshlps in communlties across Wiltshire and are supported so much in thls by our fundralslng volunteer5, who enable u5 to be ever￿here all at once. or 50 it seem5 sorne weekendsl Our dementla awareness work has been supercharged by our own Understandlng Dementla Information sessions. These are attractlng growln8 Interest and demand whlch we wlll meet in part through the new volunteer champions program. 16 The Dlfference We Make "I mode the donation because I know wht7t excellent work your charlty does for those livlng wlth dementia here in Wiltshire. Thot includesfriend5 who have used your servlces ond my Mother. Keep up the good work." -just thought I'd dmp you a line to soy how tlelighted l am to see that you ore runnlng the Memory Walk at 8owood og¢7in this year. Last yeor's s event was just an absolute honour to take port in. My aunt has sodlyfollen virtim to thls horrlble disorder, 50 to be oble to enjoy the fresh olr ondfvbulous scenery thot Comes with walklng on the Bowood estate, and at the Some tlme n71se funds, Is somethlng I'm so proud and pleased to be oble to do." Yhefort you ore on the ground provldlng support is phenomenal not to just those wlth dementio but the corers too. l om a carer myself and know flrst-hand. You are all so lovely. it's been o pleasure worklng wlth thefundralslng teom.- Vhot an omozlnq experience. rhe whole teom at Go Stydive are brllllant. The sponsor money Is still cominq In and dolng this for such on amozlnq cause, close to my heor¢ mode me all the more determlned toface myfeors. Hlghly recommend It." he Understanding Dementlo awareness sesslon we so useful, thank you. I wish I'd had thls when my mum was dlaqnosed some yeors 090. Th151s really helpfulfor when I vlslt wlth my husbond." 2024 2025 Prlorl ob ertlves Continue to develop and market our legacy offer Build and develop emall communlcatlons Oevelop our training offer as a rellable income stream Review soclal medla strategy and launch TlkTok channel Recrult and support regular donors Chatr of Trustees Addltlonal commenlary y Janet Dore - Chalr of Trustees Thls year has been a year of change, building on all the work undertaken last year. It has been a year of addressin8 the impact of the Increases in the c05t of Ilvlng on the organisatlon itself, all our staff, plus the impact on the users of our servlces and their carers,. Having to raise rates for our services, while beln8 a necessbty, gives us concerns about the userfs ablllty to pay for the 5ervlces they need. The Introductlon of joint worklng w5th other charities has Increased our invofvement In the service5 provided wlthln Wlltshlre for those who have a Dementia. It seems to be workin8 well. Upgrading to Birdie Care as our new integrated recordlng System has been another big challenge, but enables us to collect more data and analyse it across all services we provide. 17 Change Is a way of lrfe and l am sure that next year wlll provide more challenges. However, the management of the organi5atlon has spent tlme and effort to take on and resolve the recent complex issues, and so is far better placed to know how to tackle next year's challenges when they come. FINANCIAL REVIEW Prlncipal sources of fundlng during thls financlal year were WlltshSre Councll and Integrated Care System {commissloned contracts). Lottery Community Fund, Wiltshire Community Foundation, Royal Britlsh Legion-Aged Veterans Fund, NHS Communlty Funding. Local flnanclal support is also received from a variety of community groups in¢ludSn8 Rotary. Llons, Freemason5 and Town Counclls. We also recelved several legacies totallin8 £32.503. During the 12 months under revlew expendlture exceeded Income by £94,809 and the unrestrlcted re5eNes decreased from £613,028 to £518,219. The Trustees have managed the investments Of the charity durln8 the year, except that thls function has been delegated to CCLA Fund Mana8ers Ltd in respect of the managed funds. The value of the investments at 31 March 2024 was £112,512 (31 March 2023: £99,328). The Investment fund achleved a galn on revaluatlon of £13,184 during the year {2023:105s of £672). The purpose of the Investment 15 to provlde an above inflation return on the charivs fvnds at low to medium risk. RESERVES POLICY The Flnance and Fundralslng Sub-committee, on behalf of the Board of Trustees, conducts an annual review of the level of unrestricted reserves by considerln8 risks assoclated wlth the various in¢ome streams, expendSture plans and balance sheet items. Thls enables an estimate to be made of the level of reserve5 that are sufficient: to allow tlme for re-organisation In the event of a downturn In Income to protect ongoing work programme5' and to allow the Charlty to meet Its objectives. Risks and Issues considered by the Flnance and FundralsSn8 Sub-commlttee In maklng this lud8ement on the level of unrestrlcted reserves Include.. over-dependence on any slngle source of income. Ilkelihood of a downturn In Income stream5; perlod of tSme required to re-establlsh Income streams; perlod of time requlred to downsize the Charlty operatlons; whether there Is adequate control over budgets; requirements for a reasonable level of working capltal. The target for unrestricted level of rese￿e$ is estlmated at the equlvalent of three to slx months of the Charl￿S general expendlture budget. The unrestrlcted reserve held as at 31 March 2024 Is £518.219 which is within this target. 18 TRUSTEES RESPONSIBILITIES IN RELATION TO THE FINANCIAL STATEMENTS The Trustees (who are also directors of Alzhelmerfs Support for the purposes of Company Lawl are responsible for preparlng the Trustees Annual Rep¢rt and the financlal statements in accordance with applicable law and United Kingdom Accounting Stsndards {United Kingdom Generally Accepted Accountlng Practice). Company law requires the Trustees to prepare flnanclal statements for each financial year whlch give a true and fair view of the state of affairs of the Charltable company and of the Incomlng resources and application of resources. including the Income and expendlture of the charltable company for that period. In preparfng these financial statements, the Trustees are required to." select Suitable accountin8 policies and then appty them conslstentlyj observe the methods and principles In the Charltles SORP; make Jud8ment5 and e5tlmates that are reasonable and prudent; state whether appllcable UK Accountlng Standards have been followed, subject to any material departures dlsclosed and explalned In the financial statements. prepare the financlal statements on the 8oln8-concern basls, unle55 It Is Inapproprlate to presume that the Charitable company wlll contlnue in operatlon. The Tru5tee5 are also responslble for malntalnlng adequate accountlng records, whlch disc105e wlth reasonable accuracy at any tlme the flnanclal position of the Charity and which are sufflcient to show and explain the charl￿$ transactions and enable them to ensure, that the flnanclal statement5 comply with the Companles Act 2006. The Trustees are also responslble for safe8uardln8 the a55et5 of the Charlty and hence for taking reasonable steps for the preventlon and detectlon of fraud and other irre8ularities. In so far as the Trustees are aware.. there Is no relevant audit Informatlon of whlch the chartable ccmpanvs auditor is unaware. and the Trustees have taken all steps that they ought to have tsken to make themselves aware of any relevant audlt Informatlon and to establish that the auditor Is aware of that Information. AUDITORS A resolutlon will be proposed at the Annual General Meetlng that Oakensen (Brlstoll Limlted be appointed as audltors to the chari for the comingyear. Approved by the Trustees on ... igned on thelr behalf by: Janet Dore, Chair 19 Alzhelm¢r'$ Support Ind¢pendent •udltor'i réport to the m¢mb¢r8 of Alzh¢imer's Support Opljlo We hve audited the fuwKial statcnmts of Althcintr$ Support (the'cotDpW￿￿ for the enthd 31 21ll4 vthkh comprts¢thr Inconw Stthmen4 the Statrme￿ of Comprehen5iv¢ Jnwme. th¢ staten￿￿or FinanGi•1 Po$thffj th¢ Slatcment of Chwy iA Equity. the ￿￿¢M¢nI of Cash Flows LDd notss ty the stoteThX￿5, swfK•nt accountm8 policies. The fIn￿CId r¢wUn8 framew￿ that be￿ gppjied iti their prepthtion Is lopl￿ble liw and Unit¢d KI￿daM AGtounw stsnd￿￿ th¢[Udu￿ RewJrtin8 StULd¥d 102 Th¢ FInth¢1￿ Reportthg StsDthd ￿pI￿ab￿ in th¢ VK ATh1 th¢ Repthli¢ of IrelaTrd' (Unlted KlnBdom Otherally A¢¢¢N¢d AecountiTrB Prnct1￿). In ￿opInIOnthe fuwrt¢iai stJtrnMts'. "v¢ a fatrvkw ofthe state of the Comp￿ft thirs 31 2024 •Thd of Its lou forthe yegr tht • have bttn pmperty PT¢pu¢d In wdmc¢ wlth Uniled KthsdL¥nCKn¢r41fy A¢c¢M¢d A¢¢owoting PrAdi¢¢: • h￿¢ be¢n prep4T¢d iti accoTdantt wllh the tequir¢men15 Oftbecornp￿le5 A¢i 2006. Baits for oplAlon W¢ ¢onductcd audit th eccord￿l Irt¢m￿10naI Sw￿rd$ {￿ Auditllw (UK) (1&43 (UK)) oppli¢4bl¢ liw. Ow T¢$pMslblliiies unthr thosc ithnd¥ds aT¢ fwtkr d¢scrib¢d in the Audilor'j responslbllits¢s for the 4udil of the sth¢em¢nts Section of our rcport We w¢ uthp¢nd¢nl of the ¢WaDy in tcwrdance with th¢ ¢th￿oI ￿qu￿¢M¢￿ that TtlevaM w our a￿lIt of th¢ 51•kments in the UK, inrludittR the FKC'S Eth1¢￿ Standud Jnd we ha￿ fulfilted o #hiGal r¢spomibiJ1t￿ with requir¢￿nts. WI beli¢Y¢ thAt the ¢vldeJK¢ ￿ h•v¢ obthin¢d iuffi¢%Dt￿￿ apprO￿l•te to provid¢ a b￿1$ for opinio In Audilu4 th¢ ful￿¢111 Mthm¢nts. we b￿¢ wnrlud¢d theTnoiM* w¢ of the goiA8 cthittrn bull of ar*ounti￿ ￿ th¢ pr¢puwion of the Iln•ft¢ld stthmenls is opropri*. Bwd on the WOTk we hav¢ perforn*4 we have not idefttstled ffiy moterid unrtrt•iThli¢s relitt￿ fv ¢V4rtJ or Mndiiio Individu￿Ly or ¢olt¢¢¢iv¢ly. may cart 318nrf￿lnI doubt on the wmpjrtls Ability ¢0 conilnue w ¥ 801118 ¢on¢ern for puwd of N¢fv¢ njjnths from lh¢ ￿￿￿la1 il*i¢m¢nts ￿ wthorit¢d Cor tsiue. Ow r¢spoNibili¢i¢$ th• r¢8P¢tJslbiliiies of the Tn￿¢¢9 with r￿P¢￿ w ￿ttig ¢onc¢m ar¢ deserfbed In thE r¢l¢vant s¢cliots of this Yeprt. Otknr knf•rnilloD Th¢ th infomMtioTh coJnpri$es the iAforniolioTh inrluded in the r¢port other the glatements 0 audiwr'$ report th¢rtr)Th. The tr￿1￿9 JrB fESPOnsibk for the thr info￿1110￿ wlthln the WMUAI ￿pOrt O opinNJn on the fift￿¢111 sl•ternerts d0¢$ th¢ other lnf0rrnti￿ thd. except ¢0 the extem otherwi% cxplieitly stated in OUT repoo we do not express ￿Y forni of aFsuraTh¢¢ ¢crtlusion themn. respon5thility 18 w re4d the other infom￿￿ •n4 irt doing so, ¢onsider whelher th¢ thr infomwtion is m￿triallY inwn8iJtrat with fuW￿l11 51ai¢m¢nts or our obt4thed in the cowje of the &udi[ or othmv￿¢ app¢•rs ro b¢ m*nAlly mwialEd If w¢ id¢ntify s￿h materi81 In¢fjnsisteA¢KS or jppuenl nhAteri41 rni5xlalements. w¢ ￿¢ ttqujred lo sl¢tm"nE whether this ￿V¢S rlse io tha￿141 mi¥5tatement in th¢ fin￿¢1￿ $ta*Men￿ thems¢lves If. b&ed OTh the work w¢ hive we ¢on¢lud¢ th¢r¢ is a mRterid MISS￿ of this oth¢r infomwtion. w¢ or¢ required to ryort that f•d. We havt nothini ￿ T¢POrt rew Oplnlon• oa olber w•lttn pru¢vlbÈd by the CornpAok• A¢t 2006 In owopinioJ4 b￿d on th¢ widenAken ID the ¢ow9e ofthe audi¢.. the infornwtion giv¢n in tht strAto8ic report th¢ Tntytees. report for the fllJAncid fty which the fmn¢i wepard is ¢owi$trntwith the siaten%nts" and the stral¢8iC Tep)rt and th¢TnJ8tr¢s' r¢porthAv¢ b¢¢n wepued in 8cwrdwKewith appli¢thk14al T4uir¢n*ftts Alzbeimer'8 Support Indepethdenl •uditOT'$ r¢port to the m•mbers of Alzheim•r's Support MAtl¢r• whl¢b we tre rwulred tt) report by exteptltsD In th¢ light of the knowledge undcrsllndll￿ of the cornp&Ay aftd its envirment oblaiwl in the of the aud¢ we hivtnot Ml¢ntified mat¢tial missth￿ts th tht StrthBic repDrt or thp Tn￿¢t¢S, Ywt. We ha￿ to r¢port ia r¢sp¢d of the fdknvI￿ in I￿￿10n to which the C￿￿leS Arf 2006 TequiT¢5 US to ryrt ￿ you If. th ouropinwn.. ad¢4￿* ￿tountry I￿OrdI hw¢ be¢n k¢pk or adwuate for audit haye not be2n rettiv¢d fro branche5 not vlsi*d by u5,. or • the st*¢ments Ire not in wlth the &c¢oynUn8 rt¢ords And or tafn disd05urcs of1n￿let8. remw*rnilon ip¢¢ifie41 by Iw •r¢ nOtM￿¢. or we hwe r￿t iecelved a]1 th¢ i0f0m￿liOn Md ExplanAtions ￿ r¢quir¢ for our ludii. Rejpomlbilillei ofdtrettQT¥ As explained mor¢ fi￿lY in the trwt¢C5' feJPDn5ibiliti¢J 3tat¢rn¢nl thc tnllt¢¢s we r¢3ponsibk fw th¢ of the ststrmtrtts for b¢ing satisfi¢d thry give i and f•iT vi¢w, and for Ju¢h internd control as ft¢cesgary to ¢noble tht prtp•rtion of gtatemthts ar¢ frtt from m*ri)I mis3tat¢men( whether du¢ w fra￿1￿1 eiror. In pr¢parln8 the r￿on¢1￿ $w¢m¢llrs. th¢ tsustres Ir¢ r¢spDll5ibk for asstMin& th¢ compwly's Ability to wntsnu¢ as a goth8 eonetry d￿¢1&91￿1 ￿ mlicable. m&tt¢rJ rel&i¢d ¢0 8oin8 ¢ll￿¢M and using 80ing con(¢m buis of unl￿$ the ITr￿1•¢$ eilher Int¢Ad ￿ liquida* the o)mp•ny or to op¢Nions, or hv¢ no Ralisti¢ Alttrnativ¢ but w do w. Audttor'j re•pDDBlbUlllu for the •udll of tb¢ nllio¢lil*titemeots Our objectives ar¢ to obthin r¢#onibk ￿urance aboui whether th¢ ikn•n¢iAI MAtrrn¢nts u a wlKJle ate free from materiAI m1331at¢m¢n( whclher th¢ ty ffaud or effor, to issue kn aud￿(￿.3 r¢pgn th•t Op￿10n. R¢&wnable &wur4n¢¢ Is thhl8h level of 455uraKe Imrt is not iBuoraftttt Iht an wdii ¢Mdu¢*d in luotd￿ with ISA5 (UK) ￿11 dwiy8 dth¢i • m4*nAI migitht¢m¢nt whEn it ￿151$. Ml$stal¢meKts frrtse from frwd or enor IT￿ Co￿ldered mat¢11￿ ir, Individu￿ly or in •w¢84K they could msonably be expe¢t¢d ts influen¢e the eeonDmic d¢risiom of tAken ffl the of th¢s¢ ruwic1￿ itatememts. The ¢x*nt to whi¢hour pro¢¢d￿ w¢ ofd¢t¢¢tu¥ iTh¢wJlqnii¢3. includiTr8 detsiled below. We obthin m underSt*￿in8 octhe IE8al •nd ￿￿lItory fratn¢work ¥plicoble to the ¢ompMy th¢ Sector iti whi¢h11 op¢rn*i. •md th¢n obtain ￿ Understandi￿ ofhow the cowy IF Mmplyujs with 1¢8al and r¢8ulaw (tam¢￿ by ¢Nuiry and ffvi¢w: We auesi the iwreptibllty of the ¢on¥kny's f￿AnCIal slAlenients to fflatsri￿ m)ssth*mert uKludin8 how frwd mithi OK4w, And ￿rf￿nn s￿lf1¢ oudit pro¢edur¢s. iti¢lu¢Juw the ossessment of c4Jntrols hm in pla￿ to pr¢vMt Ind detr￿ frwd. the rev¢wof siKnificBnt accounting C￿lMateS the teslin8 ofjoumal entries. A de5criplion of our ruponsib￿1￿e5 for the audit of the rmaftei￿ sw¢m¢nts ￿ avoilable on the Fimn¢1￿ R¢portuii Council's webih¢ It￿￿¥.fr¢.OT￿.wkI￿dlIl)Trlc￿￿MIb1lItscs. This description forny pgff ofour atylitor's t¢pon. UR ofDMr report This report ij made solely kn th¢ Comp￿￿5 members, as A body. ID occordw￿¢ with Chw 3 of Port 16 of lh¢ Compani¢J Act 2(￿. I)JT a￿lIt work Ims been undenkn xo th•t we mi8ht stat¢ kn the JTrEmbeTS those mthTS we qyirnl to $iat¢ to th¢tn in on Audithes repm and for no ottKr purp05¢. To the fidlest ¢xt¢nt pemjitted by law. w¢ do ￿t aGc¢pt or ￿SuMe respwsibility to a¢iyone the COn￿lAY •nd th¢ wmp•A1￿1 a5 • ￿ty. for our ￿dit worK for this repor( or for the opinions w¢ F•v¢ Cmn¢d. D*yld Oakertse (Senior Sthtuw AudiKITI for and ￿ beh•Jf of Oakenw (BTi$t¢l) Ltd Stalirtwy Audifor We5tbwy Court Westhwy4>n.Try Briitol BS9 3EF 21 Alzheim¢r'$ Support (A company limited by guarantee) SAaterneDt of FIDan¢ial Aetivitlei (In¢ludln8 Ineome and ￿PendIture Account) for tb¢ yar ¢Dd¢d 31 M*reh 2024 Unrutrl¢t•d R•strktsd TotAI F•ndJ Total Fund$ Fundi Fundj 2024 2023 Not INCOME AND ENDOWMENTS FROM: Income frtyn donations and legacies Income fr￿ chazitabl¢ acilvilies Intts¢M receivable 216.472 1,664,4S6 11,654 45.027 335,169 261.499 1,999.625 11,654 319.627 1.880.462 4,474 TOTAL ll¥COMZ AND ENDOWMENrs 1.892.582 380.196 2.272.778 1204.563 EXPENDITURE ON: Expendilure on rnisin8 funds Expenditu￿ on ¢hBritable activiil¢s IfM.781 1,895,794 104.781 2,275.990 105,432 2,078,423 380.196 TOTAL EXPENDITiIRE I,￿0j75 380,196 2,380.771 1183.855 Net ineom• (107.993) (107,993) 20.708 Gros• traniferi betw¢¢n fundi {107,993) {107,993) 20,708 UnrMlli•d 8A10￿ {loH•s) Dm Inveitment aHets 13,184 13,184 (672) Net rnovem•nl In funds 94.809 94.809 20.036 R•¢onclllatloD of fulldi: Tot•1 Funds at l April 2023 613,028 613,028 592.992 Totsl Fllndi At 31 M*rch 2024 518,219 S18219 613,028 TheR were no reco8nised gains 4nd10sg¢s other than those shown ITh the abo￿ Swemeni of Financial Activiil¢s. Alth¢lm¢r's Support Statement of Finallclal Pojltlon as al 31 Mflrch 2024 NDteJ 2024 2023 Flx¢d limts Ton8ible assets Investmen io 208,664 112.512 321.176 219.452 99,328 318.780 Current *is¢ts D¢bwrs CAsh at bank and in hand 12 174.045 404,186 578.231 217,678 536.800 754.478 Cr•dltori: amounts falllllg d￿¢ wlthin one year 13 (381,188) (460.230) N•t ellrr•DI uiets 197.043 294248 N•1 41Mts 518219 613,028 FuDds Unrestricled fimds ij 518,219 613,028 TotAI Fundi 518.219 613.028 The tn￿lee$ are ￿1sfIed that thc ￿rnpany entltled to ex¢mpdon from audlt under section 477 of the Companies A¢t 2006 and that members have not required an &udit in iccordancc with section 476. Howevu. an audit is r¢quired in i￿Ordance with th¢ Chorili¢s A¢1 2011. The tnth¢s o¢knowl1d8e their responsibilities for: i) ensurlTh8 the company keeps ￿coUntIng records which Comply with seclion 476. And 11) for ¢omplylng wlth th¢ r¢quircm¢nts of th¢ with resp￿1 to a￿OUn(ln8 records and thc preparntion of 4c¢ounts. Janel Dore Trust¢e Approved by the board on Je(oyo￿ ( aoi4- AlzbelMe￿9 Support Statement of Cash FI¢M8 ror the y¢•r endpd 31 March 2024 2024 Operating i¢tfvltleJ (Deficity5urplus for th¢ fllwicial year (106.463) lJ.562 Adjustments for,. Unrealised (Bains)nosses on inv¢sIme￿ assets Dcpreclaii¢Jn D¢¢r¢Jse in debiors {tkcr¢os¢yitscrease ID creditors (13,184) 45,018 43.633 79,042 (110,038) 672 31,579 64,178 14,273 126.266 Interest rec¢iv¢d 11,654 4.474 C￿h (u8¢d inyg¢D¢rnted by opernthi8 a¢tlvltl¢s 98J84 130.740 Paym¢nls to Acquire tangible wets Payn*nts to •cquirc investments (34.229) (109.433) (1￿,000) Cash used in investing a¢tivlti¢$ 34,229 209,433 ¢Mh uied Cash (used inygcneratrd by opcr4tinR A¢tiviiies (98,384) 130,740 Net cash used (132,613) (78.693) Cash and eash equlvAlents at l April C￿h and ¢th eqllivaknts at 31 March 536,800 404.186 615.493 536.8 Cash and ¢&8h equivalents ¢omprl8e: Cuh atbw 404,186 536,8Th) 24 AltheAm¢r's s￿pport (A cornpany limited by guarth) Noles to the A¢¢oull¢$ for th¢ yur ended 31 Mar¢b 2024 l AecouBtIDg pollc Basls ofaceounthg The Charity cons¢ilules a public benefit enlity as defin¢d by FRS 102. The f￿￿￿141 stat¢m¢ats have been pr¢por¢d iTr accordgAce with Ac¢ounling and R¢por¢lng by awiti¢s'. Stsiemeni of Recomnxnd¢d Prxtice applicable to chATiti¢s preparin8 their accounts in accord8n¢¢ with the Financial Reporting S¢andmJ applicable to the Unit¢d Kingdom and Republic of Ireland (FRS 102). the FiThBncio1 RcportinB Standard applicabl¢ in the United Kinsdom and R¢public of treland (FRS 102), the Charitics Acl 2011, tht Companies Act 2006 and "ArLouThting and Reportill8 by ch￿111¢1. published in 2019 And applicable dwity and wmpany law. A8scts and liabilitics aTC initially recognis￿ Il histori¢al ¢ost or transaction valuc unlcgs otheThvis¢ nolcd ITr the relevant ￿coUntInÉ ooliev note. The f￿an¢1￿ ststements Are presented in skrling and are round￿ to the near¢¥t £, JncomlAz rnoure All incomiD8 Tesowcu ar¢ In¢lud¢d In Ihe Statenwnt of Financial Adivili¢$ (SOFA) whcn the Charity 15 kgally entitled to thc income thr pcrforniance coThdition$ or¢ mel when the llmount can b¢ rneaswed reliably and it is probable thal the llicome will b¢ T￿cly¢d. GrAnt incotne is r¢¢ogniscd on an accnjals basis and is allocateA to accountin8 period5 specified by the donor. GrAnts aWArdcd for the Provision of & particular service are shown Is ¢lwitable activities income And wh¢r¢ 3eThice l¢v¢l w¢¢meni is in pla¢c or a period of fi￿dIng SUPPOrt 15 specified ITh the tern￿ of the Awatd the incom¢ 13 allOcAt￿ across the period specified in thfyt agr¢¢m¢ni. Where no peTiod is sp￿ified 8T&nt income Is allocated equalty ov¢r i period of twelve monlhs from the month of rx¢ipL Client r¢p•yments are fees for the provision of Services or charges for travel and ancillary item$ ar¢ accounted for as Charitabl¢ A¢tivilie8 in¢om¢ on an acon￿lS b&8iS. F4bnds raised by ev¢nts, gifts. don&tions and le￿¢1¢$ and other SOUTces of fi￿dS raised fyTe a¢¢owited fot as Donation3 and legacies fjr¢ tsk¢n to the SOFA when received. In¢¢r￿ on fvnds held on dcposit is includcd when receiv&ble and the Amount cNn be Me￿llred reliably by the charity. Thi5 is nornwlly upon nolification of the inler¢5t pNid or payabl¢ by the bank. Charfleble weftdlth Exp¢ndilure 15 rtto8ni3ed when th¢r¢ 1$ & le8d or ¢on3tructive obligfj¢ion ￿ mak¢ ts payrnent to a third pty, it 15 probable that g¢ttE¢menl will bc Tequired and the aniount of th¢ obli8&tion can be measur¢d r¢liably. Costs of rai5iTrg funds arc thosc incurred by the fundrnising deparlmcni in attractin8 grants from InisL voluntary donations and in athivitl¢s 10 fi￿d% Charitsble activities COSTS include both direct and indirert support costs rel&tin8 to th¢ a¢¢ivili¢s. The sol ¢l¢nwnl of indi￿¢ support costs or¢ allo¢a*d 10 the a¢tlvity in proportion to sthff tlme spent on the particular activity 811 other costs are ￿loCAted accordin8 lo usa8¢ of the service provid¢d. The valu¢ of SCTvices provided by voluTrt¢ers is not included. overnance costs in¢l￿de those w5ts a550ciatrd with me¢¢ing Ihc wnslitulional and slalulory Tequirernents of the Charity include a proportion of indirecl 5UPPOrt C05t5. Expendilur¢ incwr¢d by the head office function is allocated to sp¢¢ifK pmjccts in a¢rknrdance with the l¢v¢l of management time and cost in¢utt¢d and is ¢har8ed directly to the restri¢t¢d and unrestricted fithds and projects as e&ch cost is incurred. 25 Alzh¢im¢r's Support (A company limited by guttrantee) Note8 to the Accounts for tbe year eDded 31 March 2024 Funds Unrestrithd fvnd5 w be us¢d in accorda1￿¢ with th¢ ¢lwitsble objects at th¢ discretiott ofth¢In￿¢s. Restricted funds cath only bc used for particular purposes within th¢ objects of the Charity. R¢stri¢tions arise when S￿lfIed by the donor or when funds are rniscd for parti¢ulpr restricted purpoxs. Exper￿]￿re which meets these criteria is dwgcd to the fimd. Further exploDatioD of the notyre 8nd purpose of each fund is Included in the notes io the fllwicial 3tal¢rnen ranzlble Ftsedas5¢ts Fix¢d ass¢ts are recorded &¢ their 0ri8inal c05t. Assets costing Icss £IW or¢ chw to resources expended In the year they ore purclxsed. Th¢ n¢t ruiduAI value ofthe ASS￿ bose is estimated to be uiL Dkwreclailon Deprccialion be¢n provided ai the followinB rAtes in order lo wri1¢ off thc ass¢ts ov¢r th¢ir estimated usefvl liv¢s. LeJs¢hold improvenxnts Compul¢r ¢quipment Other cquipmcnl Over the Icn8th of the leases 33V• strai8hi lin¢ 21YA strAl8hi lin¢ h)v¢s(m¢nts in unquoted quity in5trum¢nts are mcasured at fair value. Chwes In fair vAlu¢ are reco8nised in profit or1055. Fair volue is es¢im4t¢d by usin8 A valuth¢ioft techniquL Cash 4ndln Hand Casb at bank and in hand Includes cash and th0rt4¢rn bank d¢posits. Short i¢rni debtors we measured At transaclion pri¢< whleh Is usually thc invoic¢ pri¢4 less Any 1nw41rn￿nt Short tenn creditors ore me&qwed al transidlon price, which Is usually the Involce prit The ch8riiabl¢ ¢ompw operates a der￿ed contributlon pension sel￿￿¢ for its Cr￿loYee￿ The CIMrity is art t￿MPt GhaTity within the meaning of sch¢dul¢ 3 of the Charities Act 2011 and is ¢onsid¢ml to pass th¢ tests ￿t out in P8Ta8raph I Sch¢dule 6 Fin8nc¢ Acl 2010 and th¢refore il meets the der￿lI10Th of a Ch￿1¢&bI¢ compkny for UK COTporntson tax purpos¢5. Alzh¢Sm¢r's Support (A company limited by guarantee) Nol¢$ to tbe Accounts ror th¢ yeAr ended 31 March 2024 ements aKdk¢y 504r¢eJ oftJdmarfDn uRcertqlnty The prepar&tion of the f￿ancIal stht¢m¢nts wuir¢s mana8¢m¢nt 10 rnake judgements, estimates and assumptions that &ffcct the amounts reported. Thes¢ cslima*s and jud8cments ar¢ ¢ontinually reviewed ond 8T¢ based on experience 3nd other r￿lOrs. includin8 expectations of fulur¢ ¢v¢Thts that are bclieved to be reasonable under the clrcunl8tan￿L The key sources of ¢stimhtion uncertainty t1￿ hav¢ a si8nificAnl effect on th¢ amounts reco8ni3ed in the flnanci￿ slat¢ments are described below: D¢pre¢l*¢lon Dcpr¢ciation is provided at ra￿ ¢akultttcd to write down the CO￿ of etth &ssd ts its estiM￿ed resldval vjlue ov¢r its expected useful lif 2 In¢om• from doo#tJvM and l•81¢1 iiirtJtrlet¢d Rutrletsd 21ll4 2013 Gifis. le8a¢ics and donAtions Fundrnising events 107.567 108,905 45,027 152.594 108.905 261.499 282,001 37.626 319,627 45,027 3 In¢ome from cbirlt•bl• Artlvltl Unre•trlet•d R¢rtrkt*d 2024 2023 Gr￿ts and contracts Cli¢ni r¢payn¢nts.' fe¢s Client repayTh¢nts.' travel Client repaymcnts.. othcr 469,105 ,151,065 38,656 5,630 335.169 804,274 1,151,063 38.656 5,630 838.209 996.680 37,627 ,664.456 335,169 1.880.462 4 Ezpendlthre on r*blDi f4idJ Unrutrl¢¢•d R¢Jtrlctsd 2024 2023 Staff Costs IT equiprnent and sllpport Other Fundraisin8 costs 89,971 7,663 7,147 104.781 89.971 7,663 7,147 104,781 91.958 3.647 7.827 105.432 S Expendlture OD ¢h•rlt•ble a¢tivitlt• Umrestrlct•d Re8triet¢d 2024 2023 Infonna¢ion And support Community activities D¢menlia adviser seTvice Home 8UPPOrt Day care Govun8nce 15.666 213.444 349.596 958,405 534,589 6,723 199.147 123,157 1.000.168 560.895 11427 10.861 239,402 3,433 126.480 210,008 362,559 1,1)03,621 687.375 12,427 1,895 794 380.196 2 275 990 2.078.423 27 A]zh¢1m¢￿$ Supporl (A cornpany limited by 8uarantee) Nott& to the Aecoullts ror the year ended 31 M•rch 2•24 6 Gov•rll•DC¢ ¢fjsts 2024 2023 Audit fee8 A¢counlan¢y fees Lc8ai and Professional 4.51)0 J.000 6.927 12.427 2.4(X) 1,871 2,452 7 Op¢r•tlthz surplu￿d*ll¢lt> 2024 2023 This is stated After ¢hor8in8 D¢pT¢elailon of f￿￿r¢S fittings and equlprnent AmortisAlion of le&sehold improv¢m¢n Salories Social Security ￿$tS Pcosion ¢osts Auditor's remuner4tion'. - Audit fee - Other servi¢¢s 12.656 32.361 1.715.822 92,148 63.619 10.197 21,383 1,571228 73,141 56.535 4,300 2.400 The ￿1 number of employtts dur&n8 the ye8r wa5 142 (2023 '. 146). No employees rcceivcd emoluments as detln¢d for taxatlon purp03¢5 of over £60.000. The ¢ompAny contributes to the ¢nwloy¢es' pu80n￿ pension schemeg which are defmcd Conlribution sch¢m¢$. Th¢ key mana8em¢nt of the Clwity compri5¢5 th¢ Trustees Thief Ex¢¢ullve and other Saior Mana8ers, to whom responsibility for the d&￿tr￿tsy activilies of the ¢harity is delegited. The total employe¢ benefrts rK¢iv¢d by key nMnNgwent personnel during the year wnouni¢d to £53.946 (2023.. £43,561) 8 R•l•t•d hrty Tra•$•ttloni Then were no Telated PArty transaclions in the year to 31 Mor¢h 2024 Alzheimevs Support (A company limited by guarantee) Notes to Ibe A¢counts for the year ¢od¢d 31 Marcb 2024 9 R•wure•s I￿y91> Costi dlrtttty alloc•¢•d to tiviti¢¥ Staff costs Volwiteer costs Consultants Tr4v¢I R¢Lx)vcrable travel Sujbyistence and hospitality Rccruitme Trninin8 Rent and r￿e5 Light ond heal 142,777 318,336 823.586 496,918 25 326 28.017 5,168 37,456 299 11,580 18,574 4,517 1,722 4.617 201 8,011 63,376 1283 16,804 4,545 3,402 4,001 2,201 7,639 J,970 1,87B 23.347 39,103 6,879 8.325 3,035 8,306 590 89,971 1,871,588 1.7l5,486 25 1,581 30.272 34,373 46.625 50,939 38,175 39,130 34.244 31.494 9,224 2,015 6,434 7,990 90,981 83.232 20.665 24,418 10,950 6,116 8.842 17,947 27,289 65.278 IA861 11053 1.000 4,500 6.927 3.874 7.147 45,018 2.852 2,000 29.298 4,635 363 2,425 881 777 15,969 648 8.805 57 1,665 2,104 839 3,625 1,133 2,117 1,861 3,058 785 8,201 3.878 1,923 Printin8. poylage and statlonery Subscriptions Repairs And r¢n¢wal8 IT supF Pl￿￿pIer Icuin8 Telephone Accountancy Audit f¢es Ixgal fees Bank ¢har8eJ Other Fundrnijing c4)st$ Depr¢¢ialion and amortiialion Bad d¢b13 (re¢overd) 779 1.280 1,279 3,432 1,623 1,234 17,514 24,793 57,815 18,238 11,266 1,871 2,4fXI 2,452 3.971 7,827 31,579 91 7,663 4,500 6,927 373 892 1,912 697 7,147 1,084 275 193 1.516 656 460 5,450 36.968 1.408 513 987 360 Totsl Ru•urc•s Expended 21000¥ 362,559 1,003,621 687375 12,427 104781 2.380.771 2183855 Alzb¢lm¢r'i Sllpport (A Comp￿Y limited by 8uarAntee) for lh• yuy eoded 31 Mireh 2024 10 TA•Rlbk llxed *wts Pr•péffj Conputer equlpmeDI Otbtr Total Co At l Apnl 2023 Addltions Swplu#•n r￿lu￿10n DIS￿SlI1 At JI Mu¢h 2024 378,136 8.714 96.692 18.533 ,J07 6.9 543.133 34329 38 850 75 IIS 225 ￿89 D¢prttlAllon At l Apnl 2023 Ch•ry¢ for the y¢ Swplu5 m reTrniuilon On di9pos•Is At 3 l 2024 173,328 J2,361 90.244 60,LII 321683 45.017 63 99 198 ￿13 368 7(Ki Net bookv*lu¢ At 31 Much 2024 181161 208.664 At l Aprtl 2023 FyKhoid knd bwildiny.. 219 452 11 Imvtllthettts Vthalwjn Wfwd Add" (3Ain incwr 99.J28 13.184 I￿,￿0[1 1672) 12 Debtor4 1024 2123 Trth d¢btor¥ 63.191 110,854 174 045 122.263 95.415 217678 ATh￿￿￿ d4K after more oney￿r i￿l￿dEd above 13 Cr¢dltfjrn' *mouits f*lllui dTA¢ wllblu out y¢•r cr¢di￿r5 and *tcurityeo#s 2024 74.733 32.176 230.SIZ 37.765 21123 85.648 14.34 219.912 140J30 Dcftfra in¢on% (Not¢ 141 Oth¥ereditors 4&) 311.188 ￿30 D¢f¢ff￿ Y¢prwnts IraDts rttei7Kd spKifKd to fuwre peridsas thNote 14 A]zbelm¢r'$ Support (A company limii¢d by guaTan*¢) Noleg lo th* for the year endod 31 M*r¢h 21124 l4 Deferr￿ irallts ald MDtra