# **ACCOUNTS AND ANNUAL REPORT YEAR ENDED 31 MARCH 2021**
## **CONTENTS**
## **PAGE**
**1. Receipts and Payments account**
**2. Statement of Assets and Liabilities**
**3. Independent Examiners Report**
**5. Trustees’ Annual Report**
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Charity Name No (if any)
Up and Downs 1159107
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 01/04/2020 31/03/2021
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Donations & fund raising activities 28,667 - - 28,667 39,509
Grant income - - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
28,667 - - 28,667 39,509
AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 28,667 - - 28,667 39,509
A3 Payments
Fundraising & cost of goods sold 4,468 - - 4,468 16,919
Depreciation 298 - - 298 398
Refreshments - - - - 433
Purchases of toys & equipment 4,760 - - 4,760 4,059
Stationery & printing 429 - - 429 231
Premises & rent costs 6,883 - - 6,883 10,407
Group activities & other running costs 273 - - 273 16,248
Professional fees 6,441 - - 6,441 4,400
Insurances - - - - -
Sub total [ 23,552 ] - - 23,552 53,095
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 23,552 - - 23,552 53,095
Net of receipts/(payments) 5,115 - - 5,115 - 13,586
A5 Transfers between funds - - - - -
A6 Cash funds last year end 34,779 - - 34,779 48,365
Cash funds this year end 39,894 - - 39,894 34,779
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**PAGE 1**
CCXX R1 accounts (SS)
30/01/2022
1
## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B5 Liabilities**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**|**Details**
Sensory equipment
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
Cash at bank & in hand
_Asset value as per below_
**Details**
**Details**
Computer equipment
General equipment
**Details**
Signature|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**38,999**
**-**
**_895_**
**-**
**-**
**-**
**39,894**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
Unrestricted
**952**
Unrestricted
**1,797**
Unrestricted
**2,516**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
Jemma Louise Sagar|**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**|
|---|---|---|---|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**100**
**323**
**472**
**-**
**-**
**-**
**-**
**-**
**-**
**When due**
**(optional)**
Date of
approval
31/01/2022|
**PAGE 2**
CCXX R2 accounts (SS)
30/01/2022
2
##
##
##
**Trustees' Annual Report for the period** Period start date Period end date 01 04 2020 31 03 2021
**From**
**To**
## Section A Reference and administration details
**Charity name**
Up and Downs
**Other names charity is known by**
**Registered charity number (if any)** 1159107
**Charity's principal address** 55 King Charles Road
Halesowen West Midlands **Postcode** B62 0DP
## **Names of the charity trustees who manage the charity**
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Mrs J Sagar Chair & Treasurer
2 Ms D Hughes Secretary
3 Miss G Wilson Member
4 Mrs C Nicholls Trustee
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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## **Names and addresses of advisers (Optional information)**
**Type of adviser Name Address**
## **Name of chief executive or names of senior staff members (Optional information)**
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Constitution Type of governing document (eg. trust deed, constitution) Organisation (association) How the charity is constituted (eg. trust, association, company) Appointment by resolution Trustee selection methods (eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
- The Organisation is managed on a day to day basis by its Trustees who
- You **may choose** to include are supported by sub-committees comprising of parent volunteers. The
- additional information, where Trustees review the aims, objectives and activities of the Organisation
- relevant, about: every 12 months. This review looks at what we achieved and the
- policies and procedures outcomes of our work in the previous 12 months. The review looks at the adopted for the induction and success of each key activity and the benefits they have brought to the training of trustees; groups of people we are set up to help. The review also helps us to ensure that our aims, objectives and activities remain focussed on our
- the charity’s organisational stated purposes. In particular, the trustees consider how planned structure and any wider activities will contribute to the aims and objectives they have set. network with which the charity works; Trustees serve a period of three years and are appointed by a resolution
- relationship with any related passed at a properly convened Annual General meeting. The Organisation's constitution permits a minimum of 3 and a maximum of 15
- parties; trustees at any one time. The election of Trustees is on majority
- trustees’ consideration of consensus by members. Newly appointed trustees are assessed with major risks and the system respect to their skills, knowledge and experience needed for the effective and procedures to manage running of the Organisation. Newly appointed Trustees are inducted by them. the Chair and are provided with a copy of the Organisation's constitution and latest Annual Report and statement of accounts.
## **Section C Objectives and activities**
**Summary of the objectives of the charity set out in its governing document**
- To ensure that every child and young person with Down Syndrome that are part of our group enjoys a happy and secure environment which meets their emotional, social, health, educational and communicational needs. • To strive for equality and inclusion in all aspects of their lives and to ensure that they are able to make a positive contribution to the society in which they live
• To ensure that all who are involved with the child and young person’s environment, care, support and education are themselves fully informed
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- and supported. • To achieve growth and a secure income stream which enables our long term sustainability and independence • To be respected and supported by the families who need our assistance and by local businesses, communities and authorities. • To provide activities, support and training to children and their families and to be a trusted point of contact for new and existing families.
- To raise awareness in the wider community of the needs and aspirations of children, young people and the families of those affected by Down Syndrome.
Up and Downs is a very friendly support group, supporting children with Downs Syndrome and their families based in the West Midlands. The group is affiliated with the Downs Syndrome Association. The group holds monthly meetings for children with Downs Syndrome of all ages and their families including siblings and has been welcoming new families for several years. The Organisation is established for the following exclusively charitable purpose:
**Summary of the main** purpose: **activities undertaken for the public benefit in relation to** The relief and support of families and carers of children who have Down **these objectives (include** Syndrome who reside in the West Midlands area, in particular, but not **within this section the** exclusively, by providing support, information and opportunities to enable **statutory declaration that** these children to succeed both educationally and socially and so that their **trustees have had regard to** current life and long term prospects may be improved. **the guidance issued by the Charity Commission on public benefit)**
## **Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
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Section D Achievements and performance
**Summary of the main achievements of the charity during the year**
## Our community
This year we have worked hard to retain the beneficial interactions of our member families by continuing to host meetings, but in online format. The move to Zoom, because of the pandemic, has been successful in keeping families in contact with each other, and enabling them to share experiences and information. Other member families have not been so keen to be online, and we hope to resume face to face meetings as soon as we can.
Sharing information We provide information to parents through regular emails and via our Facebook page. We help families become aware of further sources of support; some of our families have been aided in filling in application forms for grants from umbrella charities such as Family Fund. We have also given families advice on filling in EHCPs, Carers Allowance applications and DLA forms. All of these activities continued successfully over the year despite the pandemic, as we moved completely online.
## Premises
We have given notice on the office which we used as our charity hub, due to face-to-face meetings being impractical this year due to the pandemic. We have successfully found storage space for our equipment at a local dance hall. Events
As we have been unable to continue with our monthly meet ups as before, we have had to adapt to a new way of working. We have held successful activities over zoom throughout the year, including well attended zoom discos, Singing Hands (sign language) sessions, fancy dress competitions, bake offs, pumpkin carving competitions, Signing Santa, yoga sessions, and first aid courses. We took our Makaton training online and found that this was hugely successful, as more parents took part over zoom compared to when we hosted the session face-to-face. We also regularly sent the families craft packs for the children to use at home. Trustees We have successfully appointed a new trustee, Charmaine Nicholls, to the board.
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## **Section E Financial review**
**Brief statement of the charity’s policy on reserves**
The reserves that we have set aside provide financial stability and the means for the development of our principal activity, aims and objectives. We intend to maintain our reserves at a level which is at least equivalent to £10,000.
**Details of any funds materially in deficit**
N/A
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
## **Section F Other optional information**
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s) Full name(s)** Jemma Louise Sagar **Position (eg Secretary, Chair, etc)** Chair & Treasurer **Date** 31/01/2022
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