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← Thetford & District Dementia Support Group

2024-04-05-accounts

Trustees' Annual Report for the period

From

Period start date Period end date 6[th] April 2023 5[th] April 2024 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 Charity's principal address c/o 44 Earls Street Thetford Norfolk Postcode IP24 2AD

Names of the charity trustees who manage the charity

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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 – August 2023
Jane Howard 2022 - current
Joyce Avilla 2019 - Current
Linda Stow-
Butcher		 2022 - current
Colin Parodi 2021 - current
Doreen Harvey 2021 - current

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year
Mark Robinson 2019 – 2ndAugust 2023

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Names and addresses of advisers (Optional information)

Names and addresses of advisers (Optional information) advisers (Optional information)
Type of adviser Name
Address
Accountant Lovewell Blake
Accountants		 The Gables, Old Market Street, Thetford IP24 2EN

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

Section B Structure, governance and management

Description of the charity’s trusts

Constitution Type of governing document (eg. trust deed, constitution) C.I.O How the charity is constituted (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:

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.

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 As a group we have taken part in outdoor and indoor activities, days out had regard to the guidance and social events and have seen the numbers in the group grown again issued by the Charity this year. 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.

We also 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 2023 and into 2024 is significant to the running and maintenance of the charity and is important to the continuation of the Charity and work we do.

The valuable contribution made by each person 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 extends her grateful thanks to every one of the people involved.

• policy on grantmaking;

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 significantly.

We managed to give all the members a much needed Summer outing and a Christmas lunch in 2023 and included a variety of entertainment for them at the group including Christmas carol singers from the local school. It was heartily supported by members and sponsors 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 2023 and into 2024, 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 none in deficit ~~——~~ 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: Through donations we have been able to secure the payments necessary • 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); • how expenditure has supported the key objectives of the charity; • 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 2024

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CHARITY REGISTRATION NUMBER 1169626

THETFORD AND DISTRICT DEMENTIA SUPPORT GROUP

UNAUDITED FINANCIAL STATEMENTS

5 APRIL 2024

Thetford and District Dementia Support Group

Trustees Report

For the year ended 5 April 2024

The Trustees present their report and unaudited financial statements for the year ended 5 April 2024.

Reference and Administrative Information

Charity name Thetford and District Dementia Support Group Charity registration number 1169626 Registered Office 44 Earls Street Thetford Norfolk IP24 2AD Trustees J Mountjoy-Dixon L Stow-Butcher J Howard C Parodi D Harvey J Avilla Y Warren Independent Examiner Jamie Norton FCCA Lovewell Blake LLP The Gables Old Market Street Thetford Norfolk IP24 2EN Bankers NatWest Bank Bede House 11 Western Boulevard Leicester LE2 7EJ

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Thetford and District Dementia Support Group

Trustees Report

For the year ended 5 April 2024

Objectives and Activities

The primary objective of the Trust is to provide weekly group support and information to people living with Dementia and their carers within the Thetford area. Funding is received through monies drawn from grants together with general and funeral donations.

Public benefit

The Trustees have given due regard to the guidance published by the Charity Commission with regard to public benefit. The Trustees considers that public benefit is provided through the provision of support, activities and giving advice to the people with Dementia and disabilities and their carers.

Achievements and Performance

The value of the bank and cash balances increased from £27,703 at 5 April 2023 to £30,854 at 5 April 2024.

Financial Review

A summary of the receipts and payments during the year is shown on page 5.

Reserves Policy

It is the Trustees’ policy to distribute all income through donations and grants to fund activities, dinner groups and advice and peer support for the benefit of people with Dementia and their carers.

Plans for Future Periods

The Trust’s future activities will continue to be on a similar basis supporting a spread of activities across the different sectors, with special emphasis on the support to this within Thetford and its Districts.

Structure, Governance and Management

Governing Document

The organisation is a registered Charity, created under a Trust deed dated 12 October 2016.

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Thetford and District Dementia Support Group

Trustees Report

For the year ended 5 April 2024

Trustees

The Trustees as below held office during the year :

J Mountjoy-Dixon

L Stow-Butcher

J Howard

C Parodi D Harvey J Avilla

Y Warren

Organisation Structure

The Trust is governed by its Trustees, who meet regularly with the Trust’s chairperson to consider the Trust’s income stream with a view to providing support mechanisms and activities to Dementia sufferers and carers.

Independent Examiner

A resolution to reappoint J Norton of Lovewell Blake LLP as independent examiner was approved by the Trustee.

Approved by the Trustees

J Mountjoy-Dixon

Date: 4 November 2024

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Independent Examiners Report to the Trustees of

Thetford and District Dementia Support Group

For the year ended 5 April 2024

I report to the charity trustees on my examination of the financial statements of the charity for the year ended 5 April 2024 which are set out on pages 5 to 6.

Responsibilities and basis of report

As the charity’s Trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the charity’s accounts carried out under section 145 of the Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner’s statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect :

  1. accounting records were not kept in respect of the charity as required by section 130 of the Act; or

  2. the accounts do not accord with those records; or

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Jamie Norton FCCA The Gables Independent Examiner Old Market Street Lovewell Blake LLP Thetford Chartered Accountants Norfolk IP24 2EN

Date : 7 November 2024

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Thetford and District Dementia Support Group

Receipts and Payments Account

For the year ended 5 April 2024

Income
Friday club
Fund raising
Breckland lotto
Grants
Stall income
General donations
Funeral donations
Raffle (other)
Bressingham coach seat (other)
Total revenue
Expenses
Refreshments and kitchen expenses
Cook
Hall hire
Staff training
Insurance
Repairs and maintenance
Advertising
Telephone
Electric for hall
Activities and entertainment
Computer and software expenses
Christmas gifts
Christmas dinner
Raffle and bingo prizes
Volunteer gifts
Card reader
Craft materials
Easter eggs
Postage and stationery
Sundry expenses
Cleaning
Legal and professional fees
Accountancy fees
Total expenses
Net surplus for the year		 2024
£
4,295
-
48
2,000
-
6,213
2,944
1,272
140
16,912
2,459
2,064
2,789
225
157
120
485
72
-
2,457
188
-
934
55
-
27
-
-
46
175
485
40
985
13,763
3,149
 2023
£
4,219
576
55
892
17
3,660
1,246
844
-
11,509
2,254
790
2,740
-
157
8
-
74
200
1,014
154
40
1,063
53
112
28
48
42
191
80
-
80
550
9,678

1,831

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Thetford and District Dementia Support Group

Statement of Assets and Notes to the Financial Statements

For the year ended 5 April 2024

Bank balances:
NatWest Bank account
Cash account
Liabilities
Accountancy fees (including VAT)		 2024
£
30,361
493
30,854
600		 2023
£
27,400
305
27,703

600

These accounts were approved by the Trustees on 4 November 2024

J Mountjoy-Dixon

1. Accounting Convention

The financial statements have been prepared on the receipts and payments basis.

2. Related party transactions

There were no related party transactions for the year.

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