CHARITY COMMISSION FOR ENGLAND ANO WALES Trustees, Annual Report for the period From 11912023 Period start date To 311812024 Period end date Charity name: Dementla Support South Lincs (DSSL> Charity registration nUMr 1162277 Objectives and Actlvitias Summary of the purposes of the charity as set out in its goveming 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 infonnation andlor advice regarding dementia and who li wrthin i the areas senled by the main General Medical Practices in Boume, The Deepings and Stamford, Lincolnshire, through therapeutic support, encouraging active engagement in apprcpriate activilies. and providing information, guidance and support for their families and carers,. We focus on the person behind the conditj'on and their carer. We provide information, guidan and support for our beneficiaries by personal visrts, a quarterty newsletter, rnonthty support meets'ngs. and our website. Summary of the main activities in relalion to those purposes for the public benefit. in particular, the activities. projects or services identified in the accounts. Para 1.17 and 1.19 Throughout the year we have been able to run regular activrties like our monthty Coff mornings and our art, tsi chi and singing groups. Our Square Hole Club for people living with early onsevearly stsge dementia is run twice monthly In December 2023 took members to Christrnas event at WKksteed Park and in Juty this year we had a trip by coach to Bomber Command Centre near Lincoln. We also held our annual I Valentines tea party. Hapiest lunch and ' Christmas lunch.
Square Hole Club is our USP. We run twice monthty day club for people diagnosed with young onset dementia or who are in the early stages of dementia. There is nothing else like it for younger or 'earW stage, people in the county - the nearest is in LeIstershire. We are featured on the Young Dementia UK website. We give tslks in the MMUnty about our services and various aspects of supporting the person living with dernentia. These talks are on request to organisations like Rotary, Lions. local businesses, supemiarkets, care home families and staff etc. During Dementia Awareness Week we gave a talk in Stamford lo over 100 people highlighting our Work with people living with young onset dementia We held an art exhibltion featuring work by our Art for All which visrted by rnembet5 of the local communty and our MP Gareth Davies. Members of the Gommunty were also invited to the monthly coffee momings which fell that week. statement confiming whether the trustees have had regard to the guidance Issued by the Charity Commission on ublic benefrt Para 1.18 The trustees have had regard to the guidan issued by the Charty Commission on public benefrt and are satisfied that we comply wrth the guidance. Additional infomiation (optional) You ma choose to include further slatements where relevant about: SORP referen( NIA Policy on grant making Para 1.38 Policy on social investsnent including program related inveslment Para 1.38 NIA The Trustees. all volunteers themselves. are fully aware of the invaluable support given to Dementia Support South Lincs. Volunteers su rt our members at Contribution made by volunteers Para 1.38
social events and activities and also work to raise fvnds for us. Other Achievements and Performance SORP reference Throughout the year we have been running all three of our coffee mominglsupport groups, our therapeutic activities, our Square Hole Club and have held social events like the Valentines tea party,Harvest pub lunch, our Christmas lunch in December and various trips arKI outings. Summary of the main achievemenls of the charrty, identrfying the drfference the charity's worl( has made to the circumstsnces of its beneficiaries and any wider beneffts to society as a whole. Para 1.20 We reprSent 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 b'me. We offer friendship. and mutual support opportunities as well as practical and emotional advi and support. We ' demonstrate to the wider community what is possible for people living wrth dementia, and how they can help, and offer advice and support to community groups in order to increase their knowledge and decrease the stigma of still associated with a diagnosis of I dementia. For the past two years we have been working with a local church to make the history of the village and the church accessible to people living with dementia. As a result of work done by , the village communty in conjunction with rnembers of our Square Hole Club, Aslackby St James the Great was awarded national recognition in October as National Churches Trust Church of the Year. Additional inforniation (optional) You ma choose to include further statements where relevant about: We have continued lo run Dementia ,' Support South Lincs in such a way as to su roximatel 250 families or Achievements against "eclives set Para 1.41
households. The number declined significantly during Covid but we are now r1VIng more self referrals and referrals from organisations like Social Services. Social Prescribers and other charities which has brought the number of people supported by our charity back to the level it was before Covid. I We have four professional support workers and an administrative assistsnt part-time. Perf0rnan of fundraising activities against objectives set We have met our objectives for fundraising for this year, however some fundraising activities run by others on our behalf did not take place this year. However in the whole year our income from donations is at a similar Ve1 to the prior year. In the year we reiVed the final instalment of our grant from the National Lottery Reaching Communities Fund amounting to £10,605 which is a restricted fund. Para 1.41 Investment perfomiance against objectives NIA Para 1.41 Para 1.41 Other Para 1.45 Other Flnancial Review Review of the charrtys financial posrtion at the end of the period Para 1.21 Al the erKI of August 2024. the position was a deficit of £11.8k for the year. We have received total grants of £12.8k. It is dtfficult to budget for the coming year due to ongoing UnrtaIntIes, however the potential shortfall of income over expenditure is circa £30k in the year to ust 2025.
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 following15 months and the balance of lon er tem restricled fvnds. Our reserves were £163,380 at 315t August 2024 of which £26.639 related to restricted funds. The decrease in reserrfes was mainly due to hjgher i expendrture. NIA Amount of reserves held Para 1.22 Reasons for holding zero reseNes Details of fur)d materially in deficit Explanation of any uncertainties about the charity continuing as a going concern Para 1.22 Para 1.24 NIA Para 1.23 We continue to operate in a very difficult competrtive environment with grants being more drfficutt to achieve. But we are actively looking for new funding opportunities and were successful in achieving grant payments of £12.8k in ear to Au ust 2024. Additional infomiation (optional) You may Ch0se to include further statements where relevant about.. The charity's principal sources of funds (including any fundraising) Our principal sources of funding in year lo Augusl 2024 have been from restricted grant from NatK)nal Lottery and donations from or anisations. Para 1.47 Investment policy and objectives including any social investment policy ado ted NIA Para 1.46 Our principal risks in the coming year are the dirninishing funding available from the public sedor and difficulty in recrurting volunteers abk to devote time for us. In addition the level of donations may still be affected by the current economic climate. A description of the principal risks facing the charity Para 1.46 Para 1.49 Other Structure, Governance and Management Description of charity's trusts: Type of goveming document Para 1.25 Constitution
How is the charity constituted? Para 1.25 Charitable Inwrporated Organisation (cio) Trustee selection methods including details of any Constitutional provisions e.g. electton to post or name of any person or body entitled to appoint one or more trustees Para 1.25 | Our Tfustees 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 c | opted to the committee or elected by Ihe current Trustees to be a Trustee. for a 'me limited eriod. Additional information {optional) You ma choose to indude furthei statements where relevant about: We have policies and ProdureS in place regardiw 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 D8S certification. , We have monthly Trustee meeb'ngs, and receive reports from sU)mmIttee$ such as social events, elc. We are connected with the following organisations in mutually supportive I relationships.- Dementia UK Alzheimerfs Research UK Lincolnshire Partnership Foundation Trust Alzheimer's Society Young Dementia UK Mindspace Lincolnshire Heritage Local churches, rotary clubs, businesses, shops. local pubs and dubs, Masonic lodges etc. Healthwatch. National Heritage Lottery Fund National Churches Trust SHINE We send out a regular newsFetter and we are active on social media and our website all of which keep us in contact ' with the families we support. Policies and procedures adopted for Ihe induction and training of trustees Para 1.51 The charty's organisational stmctu and any wider network with which the charity works Para 1.51 Carer Sitters Servictr we share an offi with them and several beneficiaries. Relationship with any related parties Para 1.51
We have a full range of policies and ProdureS particulaty in regard to safeguarding. These are reviewed annually and have been approved by LPFr. Other Reference and Administrative details Charit name l Other name the charity uses Registered charity number Charity's principal address Dementia Su DSSL port South Linwlnshire 1162277 Wake House, 41 Noth Sl., Boume, Lincs, PE10 9AE Names ol the charity trust8 who manage the charity Dates acted if not for whole year Name of p•r¥on lor body) entitled to appolnt tru8te6 ifan Trustees of DSSL TN8ts0 name Office (if any) Sarah Westwood Kay Bunn Jill Bemrose Hazel Cox Nicholas Fahidy Paula Harding Chair Trustees of DSSL Trustees of DSSL Trustees of DSSL Trustees of DSSL Treasurer Resigned 1310512024 Trustees of DSSL Linda Rogers Trustees of DSSL lain Reeves Appointed 02107r2024 Trustees of DSSL
Other o ional information Declarations The trustees doclaro that th•y hav• approved the trustse8' report abov Slgned on bohall of th• charlty'• Iru•te Slgnaturg($) Full namo18 Po$ltlon leg Socr•t•ry, Chalr, •te Sarah Westwo Jill Bemrose Chair TaSurer Dato Lf
Dementia Support South Lincs 1162277 (HARITY (OMMIS510N FOR ENGLAND AND WAIES Recei For tho period tsand 0110912023 ments accounts 3110812024 CC16a To Section A Receipts and payments Unreslvlrt•d funds tothe Threst Restrlctsd funds to the nearest £ Endovm*nt fund$ Total funds Last year to the neaSt to the noarest £ to the nearest A1 Receipts Donations and Grants 27,935 12,821 40,756 36.040 Charitable Activiti8s 16,666 16.666 15.264 12.821 5T,422 51.304 Sub total (Gross income forARJ 44,601 (seg table). Sub totsl 44,601 12,821 57.422 51,304 A3Pa ments Charitable Activit(es 46,383 22.885 69.268 69,OB1 Sub total 46.383 22.885 69,268 59.081 A4 Assot and investmant purchase5• Isee table) Sub total 46,383 2285 69,268 59,081 Net of receipts/(payn7ents) A5 Tran5for5 betweon funds A6 Cash funds last year end Cash fvnds this year end 1,782 10,064 11,846 7,777 138,524 136.742 36,702 26,638 175,226 163.380 183,003 175,226 Section B Statement of assets and liabilities at the end of the period Unfestricted funds to nearest £ 136.742 Restricted funds to nearest £ 26.638 Endowment funds to nearest £ 81 Cash funds Totsl cash funds 136,742 26.638 payrrnnts accowl{s)) Signed by one or two trustees on behalf of all the trustees Date of 8pproval 16 Signature Print Name S Westwood J Bemrose
Miss J. Bemrose Treasurer Dementia Support South Lincs. Registered Charity No. 1162277 I have carried out an inspection of the accounts of the organisation for the year st I September 2023 to 31" August 2024. In my opinion the accounts and Balance Sheet give a fair and true view of the st financial activities of the Charity for that period and the position at 31 August 2024. Martin P. Lander A.C.l.B. (Retired) 20th December 2024