CHARITY COMMISSION Trustees. Annual Report for the perlod From 1 Septsmber 2023 to 31 August 2024 Charfty name: The Up• of Downs Charlty reglstratlon number. 1141359 Objectives and Actlvltlos Summary of the purposes of the Charity as set out in 118 goveming document P•r• 1.17 l. To relieve need and a15t in the care of chIldn wlth Down syndrome by the provision of sUPPOrt. advice and trainin8 to those reswnsible for their care, and to health and educatlonal speclallsts wlth the objert of improve and advancln8 the health and educatlon of chlldren wlth Down syndrome. 2. The prornotlon of social Incluslon among chIldn wlth Ck)wn Syndrome and thelr parents, who may be excluded from society, or parts of soclety, due to thelrdlsablllty, by,. A Provldln8 4 play scheme and support and educatlon Serrfls to enable the chIldn to develop and gain new skills. B provldln8 recreational facilitles and opportunltles for the children and parents C publk awareness of the issues affertln8 parents of children with Down syndrome, the chlldren and their siblin85, both generdlly and in relation to their soclal exclus}n. 3. To advance the educatlon of chlldren wlth Down Syndrome and the public in the subject of Down syndrome. 4. To provide education. training, Informatlon and advice to parents/Car$ wlth the object of empowering them to advance the5r children in life and assist thelr devebpment. Summary of the main actibllties in relation to those Parn 1.17 •ThJ 1.19 week swrtslsocial clubs are held for school age children at which parents have the
purposes for the public benefrt, in particular, the activrti8s, prqects or services ldentffl in the accounts. opportunity to socialise in an informal envlronment. The clubs for children Include range of 5POrts. yoga. dance, drama and football. Monthly speech and language sessions are held by an independent therapist experlenced in working with thildren and young people wlth Down syndrome. Our Youth Club for secondary age members, meets on a weekly basis during term time, and ad hot social events for members are arranged durfng hollday period5. Social events were held throughout the year for parents to meet. Statement confirmiTYJ vA)ether the tru8t88s have had regard to the guidance i88ued by the Charity Commission on public benefit Parn 1.18 The Trustees have had regard to the guidance issued by the Charity Commission on public banefft, reviewing our purpose and benefrts to our member8 and the wb1. in order to further the for the ublic b8n8frt. Addltlonal Inform•tlon loptlonal) You ma choose to include further stat8m8nts ere rthant about: P•r• 1.38 Pollcy on grant maklng Pw• 1.38 Polbcy on 80cial investment including program related Inv88tment Pwa1A8 Contrlbution made by volurrteern Oth•r
Achievements and Perforniance Our Saturday Clubs have Continued to flourish. However, a loss of provider the Youth Clubs have moved to an ad hoc fr&]uency. Families organised a very successful short holiday for our tèénagè members, wrthout parental attendanc£. Summary of the main achievements of the charity, identifying the differen the charty's work has mad& to the circumstances of its beneficiaries and any wider b8nefrt8 to society as whole. Parn 120 We know that our Saturday clubs remain an important event in our members schedule8 as there ar8 80 few social opportuniti88 for our children and young people. Parents t<)0 find the time invaluable to meet arKI catch up. Wè were delighted to introduce some holiday dubs during the school summer holidays, which famili88 appreciated immensety, partlcularty for th088 Parents We have reintroduced our weekly Early Develownerrt Groups for children agod 24 years, and for younger members, Sing, Sn and Phonlcs. Wé al80 very plea88d to 8tart back our klY Maths Club8 children of KS2+ age. Addftlonal Infonn•tlon loptlonal) You ma choose to include further statts r•lovant about.. Achlevements agairnt objectives set PA 1.41 Perfomiance of fundraising activities against objectives set Pw• 1.41 Investment Ferfomance against objectives P• 1.41 Other
Financial Review Review of the charity's financial position at the end of the period Pafa 1.21 At the beginnlng of the financial year there was £36,075.65 in The Ups of Downs bank account, at the c108e of the year this had increased to £58,833.14 following some successful grant applications. We ar8 grateful lo The Hargreaves Foundation for their grant towards our Saturday sports clubs, and the National Grid's comrnunity fund to support our school age services. In th8 following year we ar8 hoping to rein8tate regular Youth Clubs, and to deliver training to local S< to improve local services, and have 8et aside restricted funds accordingly EDG £3,500 Holiday Clubs £3,500 Offic8 Costs £2,400 Maths Clubs £2,500 Youth Club Leader8 £4,000 Speeth and language therapy training £2,200 Totsl £18 100 Our ReseNe8 policy is 8 months of operatlng costs, £15,000418,000. As 8m811 charity reliant on community fundraising and the support of our members, do not want to exp08e our8elve8 to unn8ce88a ri8k8. £18 100 re8trict8d £18 000 0 rati Statement explaining th8 policy for holding r888Ne8 Stating bvhy they are held Parn 1.22 Amount of serveS held R8asons for holdlng zèro reserves Details of fund materially in deficlt Explanation of any uncertaintie8 about the charity continuing ag a going oncern P•r 1.22 Parl 1.22 r 1.24 Paro 1.23 Addltional Infomiatlon {optlonal) You ma choose to indude further statements where relevant about., The charitlès prir)tipal sourtÈs of fundln8 arè donations from members and thelr famllles, from our charges towards the cost of activitles and grant appllcatlons. The chartvs prlnupal sour¢e$ of funds (including any fundraising) Parn 1.47 Expenditure is mostly dlrectly on the chlldren and young people who access our seNlces through the provision of clubs and speech and lanLuage therapy. We hav8 no invostments. Investment policy and objectlV8s including any social investment policy ado P•rn 1.46
The principal risk to the chanty would b8 a dedine in income. However. we regularly review our financial ststus and only commission se rf financially able. A descnpb'on of the principal ks facAng the chanty Pwa 1.46 VIapIre County Council provided funding to provide PA support for a desb3nated member, a re13tsve of a Trustee. All funds receNed werE ultliwj exdusivety for this Speci purpose. A family member of a Ttee organiwj and the holKla dubs. Other structure, Governance and Management Description of charty's trusts.. Type of goveming d¢xument Para 1.25 Constitution How is the charty constituted? Para 1.25 Trustee selection methc4Js including details of any nstitutional provisions e.g. election to post or name of any person or body entiued to appoint one or more trustees Paro 1.25 Selected by members Addltlonal Infomwtion (optlonal) You ma choose to indude further statements tre relevarrt abouL Poliries and procedures adopted for the induction and training of trustees Para 1.51 The charity's organisational strudure and any wid network with which the charity works Para 1.51 Relationship with any related parties Pwa 1.51 Other Reference and Administrative details
Chari name othér nam8 the cha uses Re istered charit number Char$ principal address The U of Dovms 1141359 5 Hill Close Leamington Spa Wafwckshire CV32 7RQ
Names of the charity trustees who manage the charlty Dates a¢ted if not for whote gar Olfi¢¢ {11 •ryl Name of pernon lor bodyl •ntltlod toa oint trustee if an Nicola Enoch Kelly Porcas Melanie Simkiss Ursula Adam8 Scott Leonard Natasha Bushell From 1 January 2024 From 1 August 2024 From 1 August 2024 To 1 January 2024 10 12 13 14 15 16 17 18 19 20 orate trustees- names of the directors at the date the re Dire¢t¢r name ortwasa roved Name of truste8s holding title to property belonging to the charity D•t•8 acted If not forvthol• TN8tee name
Funds held as Custodian trustees on behalf of otheys Description of the assets NIA held in this capacty Name and objects of the charty on whose behalf the assets are held and how this falls wthin the CUstodn hanty's objects Details of arrangements for safe custody and segregation of such assets from the chanty's own assets Additional infornmtion (opdonal) Nam and addresses of advisers Iopllonal information) Type of Name Address adviser Name of chief executivo or namH of senior slaff mombers (Oplional infomiatlon) Exemptions from disclosure Reason for non41isc10su of ke rsonnel details Other o tional infonnation
Declaratlons The trustees doclara that they have approved the tru8lee8' report above. Slgn•d on behalf of tha charlty's tru8ts•* Slgnaturel8) Full name(s) Posltlon (gg Secretaryi Chalr. etc) Kelly Porc8S Truste8 27 June 2024
The Ups of Downs
Profit and Loss by Tag Group
September 2023 - August 2024
| TOTAL | |
|---|---|
| Income | |
| Donations/Income | 10,356.87 |
| EDG | 990.00 |
| Grants and Trusts | 29,750.00 |
| Holiday Club income | 2,085.00 |
| Interest earned | 85.38 |
| Personal Assistant Support | 600.00 |
| Sales | 734.00 |
| Saturday Club | 10,172.50 |
| Speech and Language | 2,795.00 |
| Youth Club | 1,390.00 |
| Total Income | £58,958.75 |
| Cost of Sales | |
| EDG Costs | 3,015.00 |
| Holiday Club Costs | 3,248.03 |
| Maths Club Expenses | 1,412.97 |
| SALT Costs | 5,351.75 |
| Saturday Club Costs | 15,797.15 |
| Youth Club Costs | 2,394.14 |
| Total Cost of Sales | £31,219.04 |
| TOTAL | £27,739.71 |
| Expenditures | |
| Bank charges | 60.00 |
| Computer Costs | 103.50 |
| Insurances | 40.00 |
| Office/General Administrative Expenses | 668.31 |
| Other Professional Services | 220.00 |
| PA Expense | 1,200.00 |
| Printing, Postage and Stationery | 68.57 |
| Raising funds | 190.00 |
| Total Expenditures | £2,550.38 |
| NET OPERATING INCOME | £25,189.33 |
| NET INCOME/(EXPENDITURE) | £25,189.33 |
1/1
Cash Basis Saturday 28 June 2025 12:07 pm GMT+01:00
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ Charity Name THE UPS OF DOWNS members of
On accounts for the year 31 AUGUST 2024 ended Set out on pages
Charity no 1141359 (if any)
(remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 August 2024 .
Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
-
accounting records were not kept in accordance with section 130 of the Act or
-
the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Signed: Date: 22 June 25 Name: Michelle Buckley Relevant professional ACA, ICAEW qualification(s) or body (if any):
Address: 97 LILLINGTON ROAD LEAMINGTON SPA CV32 6LJ
Section B Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
1
October 2018
IER
Give here brief details of any items that the examiner wishes to disclose .
2
October 2018
IER