2024-03-31-accounts

ACCOUNTS AND ANNUAL REPORT YEAR ENDED 31 MARCH 2024

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|01/04/2023|31/03/2024| |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|12,295|-|-|12,295|9,136| |Event income|9,098|-|-|9,098|2,369| |-|-|-|-|-| |-|-|-|-|-| |-|-|-|-|-| |-|-|-|-|-| |-|-|-|-|-| |-|-|-|-|-| |Sub total|(Gross income for| |AR)|[ 21,393 ]|-|-|21,393|11,505| |==| |A2 Asset and investment sales,| |(see table).| |-|-|-|-| |-|-|-|-|-| |Sub total|-|-|-|-|-| |Total receipts|21,393|-|-|21,393|11,505| |———|————|—| |A3 Payments| |Fundraising & cost of goods sold|2,097|-|-|2,097|3,743| |Depreciation|-|-|-|-|671| |Refreshments|202|-|-|202|325| |Purchases of toys & equipment|2,310|-|-|2,310|2,226| |Stationery & printing|382|-|-|382|243| |Premises & rent costs|5,650|-|-|5,650|2,080| |Group activities & other running costs|13,684|-|-|13,684|6,423| |Professional fees|765|-|-|765|945| |Sundry expenses|70|-|-|70|50| |Sub total|[ 25,160 ]|-|-|25,160|16,706| |===|=|==| |A4 Asset and investment| |purchases, (see table)| |-|-|-|-| |-|-|-|-| |Sub total|[ - ]|-|-|-|-| |=|Total payments|25,160|-|-|—|25,160|—|16,706| |Net of receipts/(payments)|- 3,767|-|- - 3,767|- 5,201| |A5 Transfers between funds|-|- -|-|-| |A6 Cash funds last year end|29,707|- -|29,707|29,707| |Cash funds this year end|25,940|-|- 25,940|24,506| |=|== =|

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CCXX R1 accounts (SS)

27/01/2025

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Section B Statement of assets and liabilities at the end of the period

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|||||| |---|---|---|---|---| |Unrestricted|Restricted|Endowment| |Categories|Details|funds|funds|funds| |to nearest £|to nearest £|to nearest £| |B1 Cash funds|Cash at bank & in hand|25,940|-|-| |-|-|-| |-|-|-| |Total cash funds|25,940|-|-| |—====>| |(agree balances with receipts and payments| |account(s))|OK|OK|OK| |Unrestricted|Restricted|Endowment| |funds|funds|funds| |Details|to nearest £|to nearest £|to nearest £| |B2 Other monetary assets|-|-|-| |-|-|-| |-|-|-| |-|-|-| |-|-|-| |-|-|-| |—_——| |Fund to which|Current value| |Details|asset belongs|Cost (optional)|(optional)| |B3 Investment assets|-|-| |-|-| |-|-| |-|-| |-|-| |ae| |Fund to which|Current value| |Details|asset belongs|Cost (optional)|(optional)| |B4 Assets retained for the|-|-| |charity’s own use|-|-| |-|-| |-|-| |-|-| |-|-| |-|-| |-|-| |-|-| |matt| |Fund to which|Amount due|When due| |Details|liability relates|(optional)|(optional)| |B5 Liabilities|-| |-| |-| |-| |-| |Signed by one or two trustees on|Date of| |behalf of all the trustees|Signature|Print Name|approval| |Jemma Louise Sagar|28/01/2025| |——| |PAGE 2| |CCXX R2 accounts (SS)|2|27/01/2025|

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Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name members of Up and Downs On accounts for the year 31 March 2024 Charity no 1159107 ended (if any) Set out on pages 3 & 4

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 / 03 / 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

28/01/2025

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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).

Give here brief details of any items that the examiner wishes to disclose .

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Trustees' Annual Report for the period

Period start date Period end date 01 04 2023 31 03 2024 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

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 ~~es es~~ 2 Ms D Hu ~~es~~ ghes Secretary 3 Miss G Wilson Member ~~pepopo~~ 4 Mrs C Nicholls Trustee 5 6 ~~es es~~ 7 ~~ee~~ 8 ~~popopoeo~~ 9 10 11 ~~a~~ 12 ~~popS popo~~ 13 14 15 ~~es es~~ 16 ~~popooopo~~ 17 ~~a~~ 18 19 20 ~~eepopo~~ 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

Type of governing document

Constitution

(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)

You may choose to include additional information, where relevant, about:

• policies and procedures adopted for the induction and training of trustees;

• the charity’s organisational structure and any wider network with which the charity works;

• relationship with any related parties;

• trustees’ consideration of major risks and the system and procedures to manage them.

The Organisation is managed on a day to day basis by its Trustees who are supported by sub-committees comprising of parent volunteers. The Trustees review the aims, objectives and activities of the Organisation every 12 months. This review looks at what we achieved and the outcomes of our work in the previous 12 months. The review looks at the success of each key activity and the benefits they have brought to the 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 stated purposes. In particular, the trustees consider how planned activities will contribute to the aims and objectives they have set.

Trustees serve a period of three years and are appointed by a resolution passed at a properly convened Annual General meeting. The Organisation's constitution permits a minimum of 3 and a maximum of 15 trustees at any one time. The election of Trustees is on majority consensus by members. Newly appointed trustees are assessed with respect to their skills, knowledge and experience needed for the effective running of the Organisation. Newly appointed Trustees are inducted by 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

• 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.

Summary of the objectives of • To strive for equality and inclusion in all aspects of their lives and to the charity set out in its ensure that they are able to make a positive contribution to the society in governing document 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

Engagement with Our Community

This year, we were honoured to be selected as one of the Mayor of Dudley’s Charities of the Year. The Mayor attended several of our Up and Downs activities. We’ve maintained a steady number of families attending regular sessions and welcomed many new families to our meet-ups. Notably, we successfully held our Annual Charity Ball for the first time since the COVID-19 pandemic.

Providing Information and Support

We prioritise equipping families with vital information and support. Through regular emails and our active Facebook page, we’ve shared key updates and resources. We’ve also assisted families with administrative tasks such as grant applications (e.g., Family Fund), EHCPs, and benefits forms like Carer’s Allowance and DLA, helping them navigate these often-complex processes.

Premises Utilisation

Partnering with Art in Motion Dance Academy in Cradley Heath has been instrumental in our operations. We now have access to a storage room and a large dance studio, which we use regularly for group activities. Although we shifted our meet-ups to Sundays due to scheduling, these premises have been invaluable in supporting our work.

Diverse and Inclusive Events

This year, we delivered a wide range of events tailored to our community’s interests, providing opportunities to connect, learn, and create lasting memories. Highlights included:

• Easter Egg Run with the Birmingham Harley Davidson Group

• Coronation Tea Party and Crafts

• Dreamnight at Dudley Zoo

• Forest Schools sessions

• Breakfast with Santa

• Bath bomb making at Lush

• A Pantomime visit at The Grand

• Our Charity Ball and more

Access to Leisure and Recreation

To enhance family well-being, we facilitated access to various entertainment opportunities. We renewed our passes to Dudley Zoo, secured a corporate pass for Twycross Zoo, and provided discounted tickets to shows and events. These partnerships have made enriching experiences more accessible to our families.

Conclusion

Our commitment to supporting families, fostering community engagement, and providing access to resources and recreational opportunities remains unwavering. Through collaboration and dedication, we continue to make a positive impact on the lives of the families we serve.

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Section E Financial review ~~eC~~

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

~~a~~ 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 ~~ee~~ Position (eg Secretary, Chair, etc) ~~es~~ Chair & Treasurer Date 28/01/2025 ~~Po~~

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