## 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<br>Charity name Spelthorne Dementia Support Charity No  1 1 6 5 3 4 6<br>(if any)<br>**----- End of picture text -----**<br>


## Objectives and Activities 

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



## Additional information (optional) 

������������������������������������������������������������������ 

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



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## Achievements and Performance 

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



## Additional information (optional) 

������������������������������������������������������������������ 

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



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## Financial Review 

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



## Additional information (optional) 

������������������������������������������������������������������ 

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



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## Structure, Governance and Management 

|Description of charity’s trusts:|SORP<br>reference||
|---|---|---|
|Type of governing document<br>������������������������|Para 1.25|Foundation|
|���������������������������<br>����������������������������������|Para 1.25|Charity Commission Model CIO|
|Trustee selection methods including<br>details of any constitutional<br>provisions e.g. election to post<br>or name of any person or body<br>entitled to appoint one or more<br>trustees|Para 1.25|Trustee selection is done at our annual AGM with<br>all volunteers allowed to vote. A new trustee was<br>elected this year to join us. Marion Rowlands.|



## Additional information (optional) 

������������������������������������������������������������������ 

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



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## Reference and Administrative details 


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Charity name Spelthorne Dementia Support<br>Other name the charity uses<br>Purple Angels<br>1165346<br>Registered charity number<br>Charity’s principal address<br>Mallards<br>Towpath<br>Shepperton<br>Surrey<br>TW17 9LL<br>**----- End of picture text -----**<br>


## Names of the charity trustees who manage the charity 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|Trustee name|Office (if any)|Dates acted if not for<br>whole year|Name of person (or<br>body) entitled to appoint<br>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<br>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 

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## 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** 

