Trustees' Annual Report for the period
Period start date Period end date 6[th] April 2022 5[th] April 2023
From
To
Section A Reference and administration details
Charity name Thetford & District Dementia Support Group Other names charity is known by TADDS Registered charity number (if any) 1169626
Other names charity is known by TADDS 1169626 Charity's principal address c/o 44 Earls Street Thetford Norfolk Postcode IP24 2AD
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) |
|---|---|---|---|---|
| Joanne Mountjoy- Dixon |
Chair | 2016 - current | ||
| Yvonne Warren | Treasurer | 2016 - current | ||
| Mark Robinson | Vice Chair | 2019 - current | ||
| Doris Goulding | 2016 - 2022 | |||
| Joyce Avilla | 2019 - Current | |||
| Billie Lawler | 2018 – 2022 | |||
| Colin Parodi | 2021 - current | |||
| Doreen Harvey | 2021 - current | |||
| Linda Stow- Butcher |
2022 - current | |||
| Jane Howard | 2022 - current | |||
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 Accountant Mays Accounting Ltd 6 Ixworth Road, Troston, Bury St Edmunds 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 (eg. trust deed, constitution) How the charity is constituted
Constitution
C.I.O
- (eg. trust, association, company)
Appointed by Trustee Committee Trustee selection methods
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
The Charity has policies and procedures in place to govern volunteers and to safe guard group users and volunteers.
The Charity also has a mission statement.
The Charity works with other local groups and church groups within the community to encompass all people who may be living with a dementia.
The pandemic year focussed the Charity’s attention on major risks to service and service users and has put in place online contact and recovery procedures to support our work going forward.
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
The Objectives of the CIO are:
To preserve and protect good health and support the needs of those living with a dementia as well as those that care for them (spouse, family Summary of the objects of the and extended family in particular but not exclusively) but also friends or charity set out in its neighbours where someone has no other relations. governing document We achieve this by: Providing specialist advice, support and information One to one and peer support. (continued below..)
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Disseminating information and advice to people with a dementia, their families and other (extended) carers in order to improve their understanding and to enhance coping strategies; Raising awareness of dementia and provide information, education or training about dementia with a view to helping the wider community understand dementia and to reduce the stigma. =======================================================
The Charity has always held weekly group meetings as well as monthly Carers only group meetings to allow for peer support, advocacy and Summary of the main information dissemination. Since the pandemic we have ensured that activities undertaken for the people are able to contact us via phone, video call, email and face to face public benefit in relation to to continue to provide ongoing support (if people require it) when they are these objects (include within unable to attend or group. this section the statutory declaration that trustees have We have resumed all of our outdoor and indoor activities, days out and had regard to the guidance social events and have seen the numbers in the group grown to pre- issued by the Charity pandemic levels and above. Commission on public benefit) We have actively promoted the group within the community and have
We have actively promoted the group within the community and have Social Media presence with Facebook and Twitter accounts. We actively promote the group to the Statutory Services including Health and Social Care and have regular visits from healthcare staff.
Additional details of objectives and activities (Optional information)
The continued contribution made by the volunteers and Trustees throughout 2022 and into 2023 is significant to the running and maintenance of the charity and is important to the continuation of the Charity. The value and contribution made by each one is not taken for granted and is recognised with gratitude.
You may choose to include further statements, where relevant, about:
Without this body of individuals who have selflessly and willingly given their time and effort to ensure smooth running of the Charity and its service, there would be no support for people living with a dementia or their carers in this local area. The Chair of Trustees extend their grateful thanks to every one of the people involved.
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
The skills of the Chair, Vice Chair and other members of the Trustees has provided ongoing funding into the Charity and awareness raising within the local community and we have supported other Charities in the delivery of their work within our local area.
As a charity we always need to be mindful in ensuring our financial stability and continue to seek funding from community sources outside of the statutory authorities who have limited budgets.
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
The Charity continues to be very successful.
Attendance by previous and new members has been ongoing throughout the year and we have seen the numbers within the group grow to prepandemic levels and above.
We managed to give all the members a much needed Summer outing and a Christmas Lunch in 2022 and included entertainment for them at the group. It was heartily supported by members of the group and provides quality time to form new friendships or re-enforce the friendships they have already made.
Dementia does not go away and carers suffer from burn out even more so when they have no support services going in to help them, our group provides a much needed resource for friendship, peer support and learning and advice and information.
As a Charity we were delighted with our achievements in 2022 and into 2023, and it continues to be a source of pride and achievement when you can help someone (no matter how small that help is), to regain some control and stability in their life, when they are facing a catastrophic life changing diagnosis.
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Section E Financial review
The Charity is in a strong financial position and has adequate reserves in Brief statement of the the bank to fund the charities ongoing activities. The Charity continues to charity’s policy on reserves be fortunate to receive donations from time to time and the Charity does submit bids allowing for specific activities as resources arise.
Details of any funds materially in deficit
none
Further financial review details (Optional information)
The Charity’s principle source of funding is still from public donation or You may choose to include when permitted from local fundraising activities or grants. additional information, where relevant about:
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Through donations we have been able to secure the payments necessary
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• the charity’s principal for the rent of the church room and for taking members of our group out sources of funds (including on activities to enhance their physical and mental well-being. any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
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) Joanne Mountjoy-Dixon Position (eg Secretary, Chair, Chair etc) Date 5th April 2023
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Charity Name No (if any) Thetford and District Dementia Support Grouo 1169626 Receipts and payments accounts
payments accounts ayments accounts yments accounts CC16a Period start date Period end date For the period To from 06/04/2022 05/04/2023
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ 4,219 576 3,660 55 844 1,246 892 17 - 11,509 - - |
Restricted funds to the nearest £ - - - - - - - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - |
Total funds to the nearest £ 4,219 576 3,660 55 844 1,246 892 17 - 11,509 - - |
Last year to the nearest £ |
|---|---|---|---|---|---|
Friday Club |
4,219 | 1,253 | |||
| Fundraising | 576 | - | |||
| Donations | 3,660 | 7,541 | |||
| Brecklandlotto | 55 | 73 | |||
| Raffle | 844 | 785 | |||
| Funeralcontributions | 1,246 | - | |||
| Grants | 892 | - | |||
| Stall income | 17 | - | |||
| - | - | ||||
| Sub total(Gross income for AR) | 11,509 | 9,652 | |||
| A2 Asset and investment sales, (see table). |
|||||
| - | - | - | - | - | |
| Sub total | - |
- | - | - | - |
11,509 Total receipts 11,509 - - 9,652
A3 Payments
| A3 Payments | |||||||||
|---|---|---|---|---|---|---|---|---|---|
Refreshments amd kitchen expenses |
2,254 | - | - | 2,254 | 1,276 | ||||
| Postage and stationery | 191 | - | - | 191 | 206 | ||||
| Phone | 74 | - | - | 74 | 30 | ||||
| Insurance | 157 | - | - | 157 | 146 | ||||
| Cook | 790 | - | - | 790 | 100 | ||||
| Website and promotional | - | - | - | - | 107 | ||||
| Hall Hire | 2,740 | - | - | 2,740 | 1,930 | ||||
| Electric for hall | 200 | 200 | - | ||||||
| Activities and entertainment | 1,014 | - | - | 1,014 | 1,549 | ||||
| Accounts and auditing | 550 | - | - | 550 | 350 | ||||
| Computer and software expenses | 154 | - | - | 154 | 157 | ||||
| Christmas gifts | 40 | - | - | 40 | - | ||||
| Christmas dinner | 1,063 | 1,063 | - | ||||||
| Repairs, maintenance and small equipment | 8 | - | - | 8 | 170 | ||||
| Advertising | - | - | - | - | 539 | ||||
| Raffle and bingo prizes | 53 | - | - | 53 | - | ||||
| Volunteer gifts | 112 | - | - | 112 | - | ||||
| Card reader | 28 | - | - | 28 | 179 | ||||
| Legal and professional | 80 | 80 | - | ||||||
| Craft materials | 48 | 48 | - | ||||||
| Easter eggs | 42 | 42 | - | ||||||
| Training | - | - | 72 | ||||||
| Memorial plague | - | - | - | - | 264 | ||||
| Mileage | - | - | - | - | 10 |
| Sundries | 80 | - | - | 80 | 37 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Sub total | |||||||||
| 9,678 | - | - | 9,678 | 7,122 | |||||
| A4 Asset and investment | |||||||||
| purchases, (see table) | |||||||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| Sub total | |||||||||
| - | - | - | - | - | |||||
| Total payments | 9,678 | - | - | 9,678 | 7,122 | ||||
| Net of receipts/(payments) | 1,831 | - | - | 1,831 | 2,530 | ||||
| A5 Transfers between funds | - | - | - | - | - | ||||
| A6 Cash funds last year end | |||||||||
| 25,874 | - | - | 25,874 | 19,749 | |||||
| Cash funds this year end | 27,705 | - | - | 27,704 | 22,279 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets |
Details Cash At Bank Cash Account Total cash funds (agree balances with receipts and payments account(s)) Details Details Details |
Unrestricted funds to nearest £ 27,400 305 - 27,705 OK Unrestricted funds to nearest £ - - Fund to which asset belongs Fund to which asset belongs |
Restricted funds to nearest £ - - OK Restricted funds to nearest £ - - Cost (optional) - - Cost (optional) - |
Endowment funds to nearest £ |
|---|---|---|---|---|
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| OK | ||||
| Endowment funds to nearest £ |
||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | - |
B4 Assets retained for the - - charity’s own use Fund to which Amount due When due liability relates (optional) (optional) Details B5 Liabilities - - - - - Signed by one or two trustees on behalf Date of of all the trustees Signature Print Name approval J A Mountjoy-Dixon 24/01/2024 Y Warren 24/01/2024