**To** ## **Trustees' Annual Report for the period** Period start date Period end date 6[th] April 2024 5[th] April 2025 **From** ## 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** |1
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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 (ifany)**| |---|---|---|---|---| ||Joanne Mountjoy-
Dixon|Chair|2016 - current|| ||Yvonne Warren|Treasurer|2016 - current|| ||Doreen Harvey||2021 - current|| ||Jane Howard||2022 - current|| ||Joyce Avilla||2019 - Current|| ||Linda Stow-
Butcher||2022 - current|| ||Colin Parodi||2021 - current|| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** March **2012** **TAR** 1 ## **Names and addresses of advisers (Optional information)** |**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of 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** - 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: - policies and procedures adopted for the induction and training of trustees; - 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 safeguard group users and volunteers. The Charity has a mission statement and is managed by a committee of Trustees. The Charity works with other local groups and church groups within the community to encompass all people who may be living with a dementia. - relationship with any related parties; - Since the pandemic, the Charity has put in place online contact and - • trustees’ consideration of recovery procedures to support our work going forward and continue to - major risks and the system provide much needed support to the vulnerable people within our group. - 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..)_ March **2012** **TAR** 2 _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 holds weekly group meetings as well as a monthly Carers only group meetings to allow for peer support within the group and to **Summary of the main** provide speakers from specialist organisations who can help carers and **activities undertaken for the** cared for with further specific resources, advocacy and information **public benefit in relation to** dissemination. **these objects (include within** Since the pandemic we have ensured that people are able to contact us **this section the statutory declaration that trustees have** via phone, video call, email and face to face to facilitate the provision of **had regard to the guidance** ongoing support (if people require it) when they are unable to attend or **issued by the Charity** group. **Commission on public benefit)** As a group we have taken part in outdoor and indoor activities, days out and social events and have seen the numbers in the group grown again this year. We have actively promoted the group within the community and have Social Media presence. We have contact and periodic visits from the local Admiral Nurse Service within Norfolk. We also actively promote the group to the Statutory Services including Health and Social Care and have periodic visits from healthcare staff. ## **Additional details of objectives and activities (Optional information)** The continued contribution made by the volunteers and Trustees throughout 2024 and into 2025 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: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. 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 grateful thanks to every one involved. The skills of the Chair, Vice Chair and other members of the Trustees has contributed to the ongoing funding into the Charity. Continued awareness raising within the local community and the support we have given to other Charities in the delivery of their own work where there has been Carers in attendance has grown our profile within the community. 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. March **2012** **TAR** 3 Section D Achievements and performance ## **Summary of the main achievements of the charity during the year** The Charity continues to be very successful and has earned the respect of the local health authorities as being a place where people can get the much needed support for their diagnosis. 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 the group a Summer outing and a Christmas lunch in 2024 and provided a variety of entertainment for them at the group throughout the year and including Christmas carol singers from the local school. Group events and weekly meetings have been well attended by members and sponsors of the group and days provide 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 as well as access to learning and advice and information. As a Charity we are delighted with our achievements in 2024 and into 2025, 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. Carers are massively under supported in our local area, and we are proud of our achievements in providing a regular weekly event, giving people a welcome, warm and friendly environment where they can get some much-needed respite for a couple of hours. We are constantly told how much we are needed and how grateful people are to be able to come along. March **2012** **TAR** 4 **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 occasionally submits 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: We were fortunate to a recipient of a donation from a large corporate • the charity’s principal organisation who did a collection which generated over £1000 sources of funds (including any fundraising); Through donations we have been able to secure the payments necessary • how expenditure has for the rent of the church room, have our outdated website redesigned making it more user friendly and take members of our group out on supported the key objectives activities to enhance their physical and mental well-being. of the charity; • investment policy and objectives including any We have no investments 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 2025 March **2012** **TAR** 5 TAR March 2012 **CHARITY REGISTRATION NUMBER 1169626** ## **THETFORD AND DISTRICT DEMENTIA SUPPORT GROUP** ## **FINANCIAL STATEMENTS** **5 APRIL 2025** ## **Thetford and District Dementia Support Group** ## **Trustees Report** ## **For the year ended 5 April 2025** The Trustees present their report and financial statements for the year ended 5 April 2025. ## **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 First Floor Suite 2 Hillside Business Park Bury St Edmunds Suffolk IP32 7EA Bankers NatWest Bank Bede House 11 Western Boulevard Leicester LE2 7EJ 1 ## **Thetford and District Dementia Support Group** ## **Trustees Report** ## **For the year ended 5 April 2025** ## **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 and general and funereal donations. ## _**Public benefit**_ The Trustees have given due regard to the guidance published by the Charity Commission with regards 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 decreased from £30,854 at 5 April 2024 to £27,241 at 5 April 2025. ## **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. 2 ## **Thetford and District Dementia Support Group** ## **Trustees Report** ## **For the year ended 5 April 2025** ## _**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: `25/8/2025` 3 ## **Independent Examiners Report to the Trustees of** ## **Thetford and District Dementia Support Group** ## **For the year ended 5 April 2025** I report to the charity trustees on my examination of the accounts of the charity for the year ended 5 April 2025 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 Independent Examiner LOVEWELL BLAKE LLP Chartered Accountants** **First Floor Suite 2 Hillside Business Park Bury St Edmunds IP32 7EA** `1/9/2025` **Date:** 4 ## **Thetford and District Dementia Support Group** ## **Receipts and Payments Account** ## **For the year ended 5 April 2025** |**Income**
Friday club
Breckland lotto
Grants
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
Activities and entertainment
Computer and software expenses
Christmas dinner
Raffle and bingo prizes
Card reader
Postage and stationery
Sundry expenses
Cleaning
Legal and professional fees
Accountancy fees
Bookkeeping fees
Bank fees
**Total expenses**
**Net (deficit)/surplus for the year**|**2025**
4,181
25
2,000
3,749
5,366
1,027
-
16,348
2,668
1,928
3,240
36
157
13
-
72
3,191
3,705
-
5
48
24
508
515
669
600
1,825
25
19,229
(2,881)|**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| 5 ## **Thetford and District Dementia Support Group** ## **Statement of Assets and Notes to the Financial Statements** ## **For the year ended 5 April 2025** ||**2025**|**2024**| |---|---|---| ||**£**|**£**| |**Bank balances:**||| |NatWest Bank account|27,106|30,361| |Cash account|135|493| ||27,241|30,854| |**Liabilities**||| |Accountancy fees (including VAT)|648|600| `25/8/2025` These accounts were approved by the Trustees on 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. 6