Trustees’ Annual Report for the period
From 1/9/2020 Period start date To 31/8/2021 end date
Period
Charity name: Dementia Support South Lincs (DSSL)
Charity registration number: 1162277
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | ‘The objectives of Dementia Support South Lincs are to promote and encourage the physical, mental and social well-being of adult persons who have a diagnosis of dementia, or are caring for someone with dementia, or need information and/or advice regarding dementia and who live within the areas served by the main General Medical Practices in Bourne, The Deepings and Stamford, Lincolnshire, through therapeutic support, encouraging active engagement in appropriate activities, and providing information, guidance and support for their families and carers’. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
We focus on the person behind the condition and their carer. We provide information, guidance and support for our beneficiaries by personal visits, a quarterly newsletter, monthly support meetings, and our website. Up to mid-march 2020, we ran regular activities for beneficiaries such as Art for All, three monthly support groups, Singing Together, which continued to be well attended, and Tai Chi grew in numbers. Due to Covid 19 we were not able to restart any of our activities until July 2021. In the year to August 2021 only nine sessions were possible. We run a fortnightly day club for people diagnosed with early onset dementia or who are in the early stages of dementia. |
| Square Hole Club is our USP. There is nothing else like it for younger or ‘early stage’ people in the county – the nearest is in Leicestershire. We are featured on the Young Dementia UK website. Up to March 2020, we held Dementia Friends sessions to local businesses/community groups. We help to raise awareness every year through talks and information stands. Unfortunately, this year, due to Covid 19, we were unable to hold a physical presence in the community for Dementia Action Week. |
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|---|---|---|
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have had regard to the guidance issued by the Charity Commission on public benefit and are satisfied that we comply with the guidance. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | N/A |
| Policy on social investment including program related investment |
Para 1.38 | N/A |
| Contribution made by volunteers |
Para 1.38 | The Trustees, all volunteers themselves, are fully aware of the invaluable support given to Dementia Support South Lincs by volunteers by both helping at events and activities andin raisingfundsforus. |
| Other |
Achievements and Performance
| SORP reference |
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|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | The impact of Covid 19 was that from Mid March 2020 all our activities ceased. Up to that point we had both maintained and expanded the service we offer to our beneficiaries and to the wider community. We continued to support our members by regular phone calls giving advice and contact or just a friendly ear for a chat on social contact. We also issued regular updates on our website and Facebook with advice from other agencies and Government updates. We issued newsletters and kept our members up to date on the situation regarding recommencing our activities. In July 2021 we restarted some of our activities with almost full resumption planned for September 2021. We represent a ‘safe haven’ for people who have received a diagnosis of dementia [in its many forms], often being the first contact in the community they have at a very difficult time. We offer friendship, and mutual support opportunities as well as practical and emotional advice and support. We demonstrate to the wider community what is possible for people living with dementia, and how they can help, and offer advice and support to community groups in order to increase their knowledge so that they can also find ways tohelp our ‘family’ofbeneficiaries. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Achievements against objectives set |
We have continued to run Dementia Support South Lincs in such a way as to support approximately 230 families or households. We continuously review our Business Plan. We have three professional support workers and an administrative assistant, part-time. We completed the first Carers’coping |
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|---|---|---|---|
| Achievements against objectives set |
Para 1.41 | We have continued to run Dementia Support South Lincs in such a way as to support approximately 230 families or households. We continuously review our Business Plan. We have three professional support workers and an administrative assistant, part-time. We completed the first Carers’coping |
| toolkit training programme and were planning to start a new session but this has been delayed due to Covid 19 restrictions. |
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|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | We have met our objectives for fundraising for this year. However in the whole year our income from donations and activities has been impacted by Covid 19. In the year we received the first two instalments of our grant from the National Lottery Reaching Communities Fund amounting to £20.500 and a grant of £10,000 from National Lottery Community Fund Covid 19 and £1,000 fromSouth Kesteven District Council. |
| Investment performance against objectives |
Para 1.41 | N/A |
| Other | Para 1.41 | Impact of Covid 19 on fundraising – Cancellation of external fundraising events on our behalf etc |
| Other | Para 1.45 | Impact of Covid 19 on activities, staff, volunteers, in 2020/21 and implications for coming year. |
| Financial Review | ||
| Review of the charity’s financial position at the end of the period |
Para 1.21 | We are in a similar position to last year due mainly to the continued cessation of our activities and at the end of August 2021, the position was a surplus of £25.2k for the year. We have received total grants of £31.5k. It is difficult to budget for the coming year due to continued Covid 19 uncertainties, however the potential shortfall of income over expenditure is circa of £10k in the yeartoAugust2022. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We aim to keep a minimum reserve of our running costs that will be needed for the following12 months. |
| Amount of reservesheld | Para1.22 | Our reserveswere £145.308 at 31st |
| August 2021. The increase was mainly due to the increase of grants, which have not been fully spent due to Covid restrictions. |
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|---|---|---|
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially indeficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | We are operating in a very difficult competitive environment with grants being more difficult to achieve. But we are actively looking for new funding opportunities and were successful in achieving grants of £31.5k in the year to August 2021 of which £10k related to Covid19 support. |
Additional information (optional)
You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Our principal sources of funding in year to August 2021 have been mainly from grants from National Lottery. Donations from the public were down on prior years due to Covid 19. In March 2020 we were awarded a grant from the National Lottery Community Fund for 3 years amounting to £62,300 in total. Due to COVID-19 the start of this project has been delayed and the first grant payments were received in year ending August2021. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | N/A |
| A description of the principal risks facing the charity |
Para 1.46 | Our principal risks in the coming year are the diminishing funding available from the public sector, difficulty in recruiting volunteers and trustees able to devote time for us. In addition the level of donations may be affected by the impact of Covid 19. |
| Other | Para 1.49 | The continued uncertainty of the impact of Covid-19 virus control measures and potential duration of virus on future aims and activities |
Structure, Governance and Management
| Description of charity’s trusts: |
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|---|---|---|
| Type of governing document (trust deed,royalcharter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Charitable Incorporated Organisation (CIO) |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Our Trustees tend to be known to us by virtue of having been beneficiaries or related to them in some way. People start by volunteering and when ready to commit more time and energy can be co- opted to the committee or elected by the current Trustees to be a Trustee, for a timelimited period. |
Additional information (optional)
You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | We have policies and procedures in place regarding induction. Training tends to be ‘in-house’ by attending events and activities, and shadowing our support workers. All people who work alone with our beneficiaries are required to have full DBS certification. |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | We have monthly Trustee meetings, and receive reports from sub-committees such as social events, etc. We are connected with the following organisations in mutually supportive relationships.- South West Lincs Care Consortium Lincolnshire Partnership Foundation Trust Alzheimer’s Society Young Dementia UK Playlist for Life South Lincs Dementia Action Alliance Mindspace Lincolnshire Heritage Local churches, rotary clubs, businesses, shops, local pubs and clubs, Masonic lodges etc. Healthwatch. South Lincs Clinical commissioning Group We continue to use social media such as our regular newsletter, website and |
| facebook to keep our ‘family’ connected. | ||
|---|---|---|
| Relationship with any related parties |
Para 1.51 | Carer Sitters Service– we share an office with them and several beneficiaries. |
| Other | We have a full range of policies and procedures particularly in regard to safeguarding, These are reviewed annually and have been approved by LPFT. |
Reference and Administrative details
| Charityname | Dementia Support South Lincolnshire |
|---|---|
| Other name the charity uses |
DSSL |
| Registered charitynumber | 1162277 |
| Charity’s principal address | c/o Wake House, Room 34, 41 North St., Bourne, Lincs, PE10 9AE |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Alan Bulmer | Chair | Trustees of DSSL | ||
| Denis Bedford | Trustees of DSSL | |||
| KayBunn | Trustees of DSSL | |||
| Sarah Westwood | Trustees of DSSL | |||
| Jill Bemrose | Treasurer | Trustees of DSSL | ||
| Hazel Cox | Trustees of DSSL | |||
| Nicholas Fahidy | 11thJanuary2021 | Trustees of DSSL | ||
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) Position (eg Secretary, Chair, etc) Date
CHARITY COMMISSION FOR ENGIAND AND WALES Receipts and pa ments accounts CC16a Forthe period To 0110912020 3110812021 Section A Receipts and payments Unrestrictsd funds Restricted funds Endowment funds Tolal fvnds Lastyear 1otheme4rE t0thnre$t£ toth•np4r95t£ ttsth• n•ireBt£ A1 Recerpts DonatlDn$and Gr ChthLableAcbwtses Sub total(Gross incomé for ARJ 23.371 31.500 Y.871 64,828 A2 Asset and Inv8sknent Sa, (see tsblel. Sub total 23.377 31.500 54,8T1 A3Pa ents Ch&ilknleA(vthes 12,536 29,707 Sub tgtsl 11536 17.171 29.707 42,708 A4 Assetand Invasknent purchases,18ee tsblel Sub total 12,536 17,171 29.707 42.708 Net of tIpt$¥{PaYments) A5 Transfers belen fund5 A6 Cash funds la5tyear end Cash funds thi5 yearend 10,835 14,329 25,164 22,120 115.229 126,064 4,915 19.244 120,144 145.30B 98,024 120.144 Section B Statement of assets and liabilities at the end of the period Unrestricted funds to nearest£ REstricted lunds ta neare5l£ Endowme funds to nBar¢¥t£ atl'gories Details B1 Cash funds 128,064 19,244 Tolal Cash funds 126,064 19.244 ac¢tymq511 Signed by on$ ¢[ttrUSte•S on bghalf of ¥1 the trnstees Stgnalure PMI Name Date of roval Jill Bemrose 0810912021 CCXX R18(tounts i&%) 0810912021
Mi5sJ. Bemrose Treasurer Dementia Support South Linc5. Registered Charity No. 1162277 I have carried out an inspection of the accounts of the organisation for the year I September 2020 to 31, August 2021. In my opinion the accounts and Balance Sheet give a fair and true view of the financial st activities of the Charity for that period and the position at 31 August 2021. Martin P. Lander A.C.l.B. (Retired) 31"January 2022