## **Trustees’ Annual Report for the period** 

**From  01.09.19 (Period start date)   To     31.08.20  (Period end date)** 

**Charity name:  The Ups of Downs** 

**Charity registration number:  1141359** 

## **Objectives and Activities** 

||SORP<br>reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|1. To relieve need and assist in the care of<br>children with Down syndrome by the provision<br>of support, advice and training to those<br>responsible for their care, and to health and<br>educational specialists with the object of<br>improve and advancing the health and<br>education of children with Down syndrome.<br>2. The promotion of social inclusion among<br>children with Down Syndrome and their parents,<br>who may be excluded from society, or parts of<br>society, due to their disability, by:<br>A<br>Providing a play scheme and support and<br>education services to enable the children to<br>develop and gain new skills.<br>B<br>providing<br>recreational<br>facilities<br>and<br>opportunities for the children and parents<br>C<br>raising public awareness of the issues<br>affecting parents of children with Down<br>syndrome, the children and their siblings,<br>both generally and in relation to their social<br>exclusion;<br>3. To advance the education of children with<br>Down syndrome and the public in the subject of<br>Down syndrome.<br>4. To provide education, training, information and<br>advice to parents/carers with the object of<br>empowering them to advance their children in<br>life and assist their development”.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the|Para 1.17<br>and 1.19|The group runs regular pre school early intervention<br>sessions at which activities are demonstrated to<br>parents to enable the children to develop and gain<br>new skills.|





|activities, projects or<br>services identified in the<br>accounts.||Weekly sports/social clubs are held for school age<br>children at which parents also have the opportunity<br>to socialise in an informal environment.  The clubs for<br>children include a range of sports, yoga, dance,<br>drama and football.<br>Clubs were also arranged during school holidays.<br>Monthly speech and language sessions are held by an<br>independent therapist experienced in working with<br>children and young people with Down syndrome.<br>Training days on Literacy and Behaviour were both<br>well attended and well received by participants.<br>The Early Development Groups for pre-school<br>children are proving very successful and are full.<br>We have started Sing and Sign groups for the<br>youngest children.<br>Social events were held throughout the year for<br>parents to meet including a well attended AGM.|
|---|---|---|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|The charity carries out a wide range of activities in<br>pursuit of its charitable aims. The trustees consider<br>that these activities, summarised below, provide<br>benefit both to those within the Down syndrome<br>community in South Warwickshire and surrounding<br>areas:<br>Sing and Sign groups for the families of our youngest<br>members.<br>Early Development Groups for children aged  2-5<br>years.<br>Speech and Language sessions for those aged 3 – 16<br>years.<br>Saturday activity groups for primary school aged<br>children with drama, sport, dance, yoga etc.<br>Youth Club for our secondary school aged children<br>incorporating SmiLe Therapy sessions.<br>Social Inclusion Champions initiative for the older<br>teenagers.<br>Together with peer support and training for parents,<br>family and professionals involved with children with<br>Down syndrome.<br>The year since Christmas 2019 has been particularly<br>challenging with Covid19 related lock downs and<br>social isolation.  We have met this challenge by<br>moving on-line and offering most of our groups in an<br>on-line format together with many more offers so<br>that most of our children were able to access<br>between 3 and 6 sessions a week.|



**Additional information (optional)** You may choose to include further statements where relevant about: 

SORP reference No grants are made Para 1.38 



|Policy on grant making|||
|---|---|---|
|Policy on social investment<br>including program related<br>investment|Para 1.38|No investments are made|
|Contribution made by<br>volunteers|Para 1.38|The work of our volunteers is crucial in<br>delivering our range of services, from the<br>Trustees who all give their time freely to<br>parents arranging providers timetables and<br>relatives fund raising.  Volunteers who work<br>directlywith the children are DBS checked.|
|Other|||



## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|Our main achievement this year has been to<br>move our services on-line and continue to<br>engage with the children we support ensuring<br>they have some structure to their week and<br>contact with other people and their peers<br>outside of their family.  This has been crucial in<br>maintaining good mental health for the<br>children and their parents.|



**Additional information (optional)** You may choose to include further statements where relevant about: 

|Achievements against<br>objectives set|Para 1.41||
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||





||||
|---|---|---|
|Investment performance<br>against objectives|Para 1.41||
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|Because of the pandemic much of our spending<br>shifted to on-line resources rather than<br>traditional providers.<br>The pandemic has also meant that we have<br>been unable to progress some of the projects<br>that we have reserved funds for.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|The only one of our projects that has a<br>reserved fund that we have managed to action<br>this year is the Social Inclusion Champions<br>which have been very positively received.<br>Other monies reserved are all for identified<br>needs.|
|Amount of reserves held|Para 1.22|The amount of reserves held equates to a one<br>year budget to action the initiative they are<br>held against.|
|Reasons for holding zero<br>reserves|Para 1.22|n/a|
|Details of fund materially in<br>deficit|Para 1.24|n/a|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|n/a|



|**Additional information (optional)**<br>You may choose to include further statements|**Additional information (optional)**<br>You may choose to include further statements|where relevant about:|
|---|---|---|
|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47|The vast majority of our income comes from<br>the fundraising initiatives of our members and<br>their families.<br>We generate a small amount by charging for<br>some of the services we offer.|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|We have no investments, all our money is held<br>as cash in a current account.|
|A description of the principal<br>risks facing the charity|Para 1.46|n/a|
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Constitution|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|Association|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|Selected by the members|



**Additional information (optional)** You may choose to include further statements where relevant about: 

|Policies and procedures<br>adopted for the induction<br>and training of trustees|Para 1.51||
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>parties|Para 1.51||
|Other|||



## **Reference and Administrative details** 

|Charity name|The Ups of Downs|
|---|---|
|Other name the charity uses|None|
|Registered charity number|1141359|
|Charity’s principal address|5 Hill Close<br>Leamington Spa<br>Warwickshire<br>CV32 7RQ|
|||





## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee (if any)**|
|---|---|---|---|---|
||Nicola Enoch|Chair|||
||Caroline Warren||||
||KellyPorcas||||
||||||
||||||
||||||
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||||||
||||||
||||||
||||||
||||||
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– Corporate trustees names of the directors at the date the report was approved 

**Director name** 

Name of trustees holding title to property belonging to the charity 

**Trustee name Dates acted if not for whole year** 



## **Funds held as custodian trustees on behalf of others** 

|Description of the assets<br>held in this capacity|n/a|
|---|---|
|Name and objects of the<br>charity on whose behalf the<br>assets are held and how this<br>falls within the custodian<br>charity’s objects||
|Details of arrangements for<br>safe custody and<br>segregation of such assets<br>from the charity’s own<br>assets||



## **Additional information (optional)** 

||**Names and addresses of advisers (Optional information)**<br>**Type of**<br>**adviser**<br>**Name**<br>**Address**|**Names and addresses of advisers (Optional information)**<br>**Type of**<br>**adviser**<br>**Name**<br>**Address**|**Names and addresses of advisers (Optional information)**<br>**Type of**<br>**adviser**<br>**Name**<br>**Address**|
|---|---|---|---|
|||||
|||||
|||||
|||||
||**Name of chief executive or names of senior staff members (Optional information)**|||



## **Exemptions from disclosure** 

Reason for non-disclosure of key personnel details 

## **Other optional information** 



## **Declarations** 

**The trustees declare that they have approved the trustees’ report above.** 

**Signed on behalf of the charity’s trustees** 

**Signature(s) Full name(s)** CAROLINE WARREN **Position (eg Secretary, Chair, etc) Date** 23rd June 2021 



## **Trustees’ Annual Report for the period** 

**From  01.09.19 (Period start date)   To     31.08.20  (Period end date)** 

**Charity name:  The Ups of Downs** 

**Charity registration number:  1141359** 

## **Objectives and Activities** 

||SORP<br>reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|1. To relieve need and assist in the care of<br>children with Down syndrome by the provision<br>of support, advice and training to those<br>responsible for their care, and to health and<br>educational specialists with the object of<br>improve and advancing the health and<br>education of children with Down syndrome.<br>2. The promotion of social inclusion among<br>children with Down Syndrome and their parents,<br>who may be excluded from society, or parts of<br>society, due to their disability, by:<br>A<br>Providing a play scheme and support and<br>education services to enable the children to<br>develop and gain new skills.<br>B<br>providing<br>recreational<br>facilities<br>and<br>opportunities for the children and parents<br>C<br>raising public awareness of the issues<br>affecting parents of children with Down<br>syndrome, the children and their siblings,<br>both generally and in relation to their social<br>exclusion;<br>3. To advance the education of children with<br>Down syndrome and the public in the subject of<br>Down syndrome.<br>4. To provide education, training, information and<br>advice to parents/carers with the object of<br>empowering them to advance their children in<br>life and assist their development”.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the|Para 1.17<br>and 1.19|The group runs regular pre school early intervention<br>sessions at which activities are demonstrated to<br>parents to enable the children to develop and gain<br>new skills.|





|activities, projects or<br>services identified in the<br>accounts.||Weekly sports/social clubs are held for school age<br>children at which parents also have the opportunity<br>to socialise in an informal environment.  The clubs for<br>children include a range of sports, yoga, dance,<br>drama and football.<br>Clubs were also arranged during school holidays.<br>Monthly speech and language sessions are held by an<br>independent therapist experienced in working with<br>children and young people with Down syndrome.<br>Training days on Literacy and Behaviour were both<br>well attended and well received by participants.<br>The Early Development Groups for pre-school<br>children are proving very successful and are full.<br>We have started Sing and Sign groups for the<br>youngest children.<br>Social events were held throughout the year for<br>parents to meet including a well attended AGM.|
|---|---|---|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|The charity carries out a wide range of activities in<br>pursuit of its charitable aims. The trustees consider<br>that these activities, summarised below, provide<br>benefit both to those within the Down syndrome<br>community in South Warwickshire and surrounding<br>areas:<br>Sing and Sign groups for the families of our youngest<br>members.<br>Early Development Groups for children aged  2-5<br>years.<br>Speech and Language sessions for those aged 3 – 16<br>years.<br>Saturday activity groups for primary school aged<br>children with drama, sport, dance, yoga etc.<br>Youth Club for our secondary school aged children<br>incorporating SmiLe Therapy sessions.<br>Social Inclusion Champions initiative for the older<br>teenagers.<br>Together with peer support and training for parents,<br>family and professionals involved with children with<br>Down syndrome.<br>The year since Christmas 2019 has been particularly<br>challenging with Covid19 related lock downs and<br>social isolation.  We have met this challenge by<br>moving on-line and offering most of our groups in an<br>on-line format together with many more offers so<br>that most of our children were able to access<br>between 3 and 6 sessions a week.|



**Additional information (optional)** You may choose to include further statements where relevant about: 

SORP reference No grants are made Para 1.38 



|Policy on grant making|||
|---|---|---|
|Policy on social investment<br>including program related<br>investment|Para 1.38|No investments are made|
|Contribution made by<br>volunteers|Para 1.38|The work of our volunteers is crucial in<br>delivering our range of services, from the<br>Trustees who all give their time freely to<br>parents arranging providers timetables and<br>relatives fund raising.  Volunteers who work<br>directlywith the children are DBS checked.|
|Other|||



## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|Our main achievement this year has been to<br>move our services on-line and continue to<br>engage with the children we support ensuring<br>they have some structure to their week and<br>contact with other people and their peers<br>outside of their family.  This has been crucial in<br>maintaining good mental health for the<br>children and their parents.|



**Additional information (optional)** You may choose to include further statements where relevant about: 

|Achievements against<br>objectives set|Para 1.41||
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||





||||
|---|---|---|
|Investment performance<br>against objectives|Para 1.41||
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|Because of the pandemic much of our spending<br>shifted to on-line resources rather than<br>traditional providers.<br>The pandemic has also meant that we have<br>been unable to progress some of the projects<br>that we have reserved funds for.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|The only one of our projects that has a<br>reserved fund that we have managed to action<br>this year is the Social Inclusion Champions<br>which have been very positively received.<br>Other monies reserved are all for identified<br>needs.|
|Amount of reserves held|Para 1.22|The amount of reserves held equates to a one<br>year budget to action the initiative they are<br>held against.|
|Reasons for holding zero<br>reserves|Para 1.22|n/a|
|Details of fund materially in<br>deficit|Para 1.24|n/a|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|n/a|



|**Additional information (optional)**<br>You may choose to include further statements|**Additional information (optional)**<br>You may choose to include further statements|where relevant about:|
|---|---|---|
|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47|The vast majority of our income comes from<br>the fundraising initiatives of our members and<br>their families.<br>We generate a small amount by charging for<br>some of the services we offer.|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|We have no investments, all our money is held<br>as cash in a current account.|
|A description of the principal<br>risks facing the charity|Para 1.46|n/a|
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Constitution|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|Association|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|Selected by the members|



**Additional information (optional)** You may choose to include further statements where relevant about: 

|Policies and procedures<br>adopted for the induction<br>and training of trustees|Para 1.51||
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>parties|Para 1.51||
|Other|||



## **Reference and Administrative details** 

|Charity name|The Ups of Downs|
|---|---|
|Other name the charity uses|None|
|Registered charity number|1141359|
|Charity’s principal address|5 Hill Close<br>Leamington Spa<br>Warwickshire<br>CV32 7RQ|
|||





## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee (if any)**|
|---|---|---|---|---|
||Nicola Enoch|Chair|||
||Caroline Warren||||
||KellyPorcas||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||



– Corporate trustees names of the directors at the date the report was approved 

**Director name** 

Name of trustees holding title to property belonging to the charity 

**Trustee name Dates acted if not for whole year** 



## **Funds held as custodian trustees on behalf of others** 

|Description of the assets<br>held in this capacity|n/a|
|---|---|
|Name and objects of the<br>charity on whose behalf the<br>assets are held and how this<br>falls within the custodian<br>charity’s objects||
|Details of arrangements for<br>safe custody and<br>segregation of such assets<br>from the charity’s own<br>assets||



## **Additional information (optional)** 

||**Names and addresses of advisers (Optional information)**<br>**Type of**<br>**adviser**<br>**Name**<br>**Address**|**Names and addresses of advisers (Optional information)**<br>**Type of**<br>**adviser**<br>**Name**<br>**Address**|**Names and addresses of advisers (Optional information)**<br>**Type of**<br>**adviser**<br>**Name**<br>**Address**|
|---|---|---|---|
|||||
|||||
|||||
|||||
||**Name of chief executive or names of senior staff members (Optional information)**|||



## **Exemptions from disclosure** 

Reason for non-disclosure of key personnel details 

## **Other optional information** 



## **Declarations** 

**The trustees declare that they have approved the trustees’ report above.** 

**Signed on behalf of the charity’s trustees** 

**Signature(s) Full name(s)** CAROLINE WARREN **Position (eg Secretary, Chair, etc) Date** 23rd June 2021 



CHARITY COMMISSION
I FOR ENGLAND AND WALES
Independent examinerfs
report on the accounts
Sectlon A
Independont Examlnefs Report
Report to the tfusteesl
members of
IHE OF JD
On accounts for the year
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AIEK)ST 20 10
Charity no
(If any)
JILk1359
Set oirt on pages
I report to the trustees on my examination of the accounts of the above
dlaty (Ihe Twsf} for the year ended
Responsibilities and A5 the charity trustees of the Trust, you afe responsttyle for ihe preparation
basis of report of the accounts in aco)rdan¢e wrth the requiremefts of the Ch*ths Act
2011 <"the Aci").
I report in respect of my examinabon of the Trusl's accounis camed out
under seaK)n 145 of the 2011 Act and in cafrying out my examination. I
have followed the applicable Directions gNen by the Chanty ComMtss￿l
UfMJer seclK)n 145(SXb> of the Act
Independent
I have completed my examinab'on. I confiffn thal no matertal matters have
examinerfs statement come lo my attentsn
in connection with
I￿.e Ax3minati04 g%es m.e cause to believe that in. ary m*p21
respect..
a¢¢ounbng rec￿dS were nol kept in xcordance with sedion 130 (rf
the Ad
the accounts do not ￿ wilh tho accountsng rectjfds
I havc no knoficei fis arA P*avo CaiTrC across no othcr ma*14 rs in CDiifi
with Ihe exarnination to wh•ch attention should be drawn in order lo enable a
proper understanding of the accounts to be reached
. Fyease delete the words in ttK* brackels il Ihey do ￿t apply.
Signed:
Dats..
Name:
Relevant professional
qualrficationls) or body
(If any):
Ichc
Address:
MLb£X)L4J£
C)Vw, L
IER
October 2018