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2023-04-04-accounts

Section C: Notes to the accounts Trustees’ annual report for the period

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Period start date 2 3 0 1 2 3 Period end date 2 2 0 1 2 4
Charity name Spelthorne Dementia Support Charity No 1 1 6 5 3 4 6
(if any)
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Objectives and Activities

SORP
reference
Summary of the purposes of the
charity as set out in its governing
document
Para 1.17 To protect the health and well-being of those
suffering with dementia, to enable them to live in
their own home for as long as possible. To support
the family by supplying training and information.
Summary of the main activities
in relation to those purposes for
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Para 1.17 and
1.19
Weekly meetings at the Greeno day centre in
Shepperton - one a memory cafe and one a
carers support group. Entertainment and lunch are
provided for members, paid for from our fundraising.
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trustees have had regard to the
guidance issued by the Charity
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Para 1.18 Our trustees continue to present information in an
informed and unbiased manner and act in good
faith for our benefciaries.
All volunteers are DBS checked and frst aid
trained.

Additional information (optional)

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SORP
reference
Policy on grant making Para 1.38
Policy on social investment including
program related investment
Para 1.38
Contribution made by volunteers Para 1.38 All volunteers and trustees give their time
voluntarily, with no benefts or renumeration of any
kind.
Other

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Achievements and Performance

SORP
reference
Summary of the main achievements
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made to the circumstances of its
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Para 1.20 Our achievements this year were the annual World Rocks
Against Dementia concert with ticket sales and raffe.
Shepperton big tree night Tombola
Shepperton village fair Tombola
Helping with the Rotary Santa street collection
Fundraising Rat Pack music evening
Silent Auction table with Shepperton Aurora Rotary
An informative talk on dementia to a local golf club and
training on dementia awareness for all carers and
Volunteers.
Our achievements was the money raised spent on
members trips which included a day trip on the
Watercress line train.
Afternoon tea visits to local garden centre.
A visit and lunch to the Poppy Factory
A Carol concert at Bishopgates school
Fortnightly live singers to entertain our members at our
Memory cafe meetings including 2 course lunch.
Informative talks for carers on scams and staying safe
In their homes.
Bespoke calendars were designed and printed for our
members with photo prompts of our meetings and
events.

Additional information (optional)

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SORP
reference
�������������������������������� Para 1.41
Performance of fundraising activities
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Para 1.41
Investment performance against
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Para 1.41
Other Spelthorne Dementia Support were fnalists in the
Spelthorne Business Awards, Community Service
Provider category.

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October 2016

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Financial Review

SORP
reference
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position at the end of the period
Para 1.21 We keep our bank balance stable, to use funds when
needed to beneft our members.
Statement explaining the policy for
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are held
Para 1.22 We currently have trips booked for the coming year
which include the transport (coach) entry fees and
lunch costs.
Amount of reserves held Para 1.22
Reasons for holding zero reserves Para 1.22
������������������������������� Para 1.24
Explanation of any uncertainties
about the charity continuing as a
goingconcern
Para 1.23 For our meetings and events we have unlimited access
to the local day centre at no cost to the charity other
than membership fees which are paid yearly.

Additional information (optional)

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SORP
reference
The charity’s principal sources of
funds (including any fundraising)
Para 1.47 Fundraising events throughout the year. Annual concert
World Rocks Against Dementia, Tombola and raffes at
various events. Local Rotary fundraising events.
Charity buckets for donations.
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including any social investment
policy adopted
Para 1.46
A description of the principal risks
facing the charity
Para 1.46
Other

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Structure, Governance and Management

Description of charity’s trusts: SORP
reference
Type of governing document
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Para 1.25 Foundation
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Para 1.25 Charity Commission Model 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 Trustee selection is done at our annual AGM with
all volunteers allowed to vote. A new trustee was
elected this year to join us. Marion Rowlands.

Additional information (optional)

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SORP
reference
Policies and procedures adopted for
the induction and training of trustees
Para 1.51 Our trustees attended a charity law trustee seminar
at the local council offces.
The charity’s organisational structure
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Para 1.51
��������������������������������� Para 1.51 We work in conjunction with another local charity
Surplus to Supper which bridges the gap between
food waste and food poverty, providing meals
And food for our members.
Other

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Reference and Administrative details

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Charity name Spelthorne Dementia Support
Other name the charity uses
Purple Angels
1165346
Registered charity number
Charity’s principal address
Mallards
Towpath
Shepperton
Surrey
TW17 9LL
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Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Trustee name Office (if any) Dates acted if not for
whole year
Name of person (or
body) entitled to appoint
trustee(if any)
Jean Saunders Chair lady 2023-2024
Lisa Greaves Treasurer 2023-2024
Marcia Amorim Admin 2023-2024
Paul Saunders Trustee 2023-2024
Marion Rowlands Trustee 11/10/23-2024

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Reference and Administrative details (cont)

Corporate trustees – names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole
year

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Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity �������������������������������� ������������������������������� ����������������������������������� ��������������������������� Details of arrangements for safe custody and segregation of such ������������������������������������

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of adviser Name Address

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

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Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Jean Saunders Full name(s) Position (eg Secretary, Chair lady Chair, etc)

Date 23/01/2024

Charity Accounts templates – Trustees’ annual report for the period

October 2016

Spelthorne Dementia Support

Profit and loss report

23 January, 2023 - 23 January, 2024

23 JAN - 31 DEC, 2023 1-23 JAN, 2024 TOTAL
Income
Donations and legacies 2,793.88 128.40 £2,922.28
Fundraising 6,131.81 £6,131.81
Grant 2,400.00 £2,400.00
Total Income £11,325.69 £128.40 £11,454.09
TOTAL £11,325.69 £128.40 £11,454.09
Expenditures
Advertising/Promotional 841.50 £841.50
Computer Costs 846.73 28.80 £875.53
Fundraising spend 12,954.19 552.20 £13,506.39
Insurances 187.04 £187.04
Office/General Administrative Expenses 388.53 £388.53
Phone Costs 394.07 38.98 £433.05
Printing, Postage and Stationery 1,274.20 £1,274.20
Total Expenditures £16,886.26 £619.98 £17,506.24
NET OPERATING INCOME £ -5,560.57 £ -491.58 £ -6,052.15
NET INCOME/(EXPENDITURE) £ -5,560.57 £ -491.58 £ -6,052.15

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Accrual Basis Tuesday, 23 January 2024 05:25 pm GMT+00:00