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← Halesworth Dementia Carers Fund

2025-04-30-accounts

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Helping people with memory problems and their family carers
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AGM Annual Report September 2025

HDCF Chair’s Report 2025

Nikki Sawkins

When the charity was formed in 2012 Tessa Harding and I were keen to improve the support to people affected by demen@a and very importantly their family carers. Services were poor and we were aware of the rising need for support and help, which wasn’t available at the @me. We are now in our 13[th] year of existence and we con@nue to provide a wide range of services and importantly look at developments to con@nue to explore services which will improve the lives of carers, which is our main priority.

We have had another busy year providing a variety of ac@vi@es for people with demen@a and also enabling much needed family respite. The respite service we offer is flexible to meet the needs of individuals from 2 hours a week. This service is the envy of other areas and is greatly appreciated by the families we serve. Caring for someone with demen@a 24 hours a day, 7 days a week is an enormous ask of anyone; many in their older years, so our services enables them to cope by giving them a break. We have supported 34 families during the last year with respite alone, providing 2,196.5 hours of care May 2024 – April 2025, quite an achievement.

We have con@nued to work with Halesworth Heath and Care (formerly League of Friends of Patrick Stead Hospital) with the development of a new day care facility which has recently opened providing 2 days a week for Halesworth Demen@a Carers Fund. Day care on a Friday is such a happy place for people with demen@a to spend a day and a break for their family too.

Partnership working is important to us and we con@nue to build our networks. Thank you to all our partners who work with us. The agencies we rely on, providing trained demen@a support workers who look aYer our families so well, thank you to the teams for going that extra mile, it makes such a difference.

Another development this year has been extension to our educa@on programme. We are now able to offer demen@a awareness training to the general public, organisa@ons and carers, led by Julie one of our Trustees, building on Halesworth becoming a ‘Demen@a Friendly Town.’

Sadly Tessa Harding my fellow founder member died this year; she brought such exper@se to us in the earlier years both as an academic and a family carer of someone with demen@a. We owe Tessa a lot in how the charity began and flourished in the early days.

Thank you to the hard working Trustees who give so much of their @me to the charity, you are all so great to work with. Thank you to Paddy our President, volunteers and supporters for all their hard work and @me that they have given to making HDCF the successful charity it has become. We have exci@ng @mes ahead, if anyone wishes to join us, please talk to one of the Trustees.

Community Liaison Report

Nicky Kelly is the lead for this Team

1. Overview

Demen@a Carers Fund (HDCF) and its Community Liaison Group. Our primary aim has always been to provide support, connec@on, and respite for people living with demen@a and their carers in Halesworth and the surrounding villages. In 2024–25, we have achieved a milestone that will shape our work for years to come – the opening of the new Patrick Stead Day Care Centre .

2. The Opening of the Patrick Stead Day Care Centre – 11[th] July 2025

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On Thursday 11th July 2025 the newly refurbished Patrick Stead Day Care Centre – a project made possible by the hard work of Friends of Halesworth Community Health and Care , with whom we work closely.

The building, formerly the Methodist Church, has been beau@fully transformed into a modern, accessible, and welcoming community space . It now serves as a dedicated hub for social day care, community groups, and health-related ac@vi@es.

For HDCF, the centre represents far more than just a venue – it is the founda@on for expanding and improving the support we offer. The facili@es give us flexibility to run mul@ple ac@vi@es under one roof, allow for growth in abendance, and provide a central, easy-to-access loca@on for local families.

We owe thanks to Friends of Halesworth Community Health and Care for their @reless work on the building’s refurbishment, and to the many supporters, volunteers, and professionals who contributed to making the opening day a reality.

3. Regular Groups and AcNviNes in 2024–25

Over the past year, the Community Liaison Group has con@nued to run a wide and varied programme of ac@vi@es, ensuring there is something for everyone. Our current regular sessions include:

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Centre, giving it a bright, comfortable space and excellent acous@cs. No booking is required – just drop in and join the fun.

A crea@ve, relaxed environment where par@cipants can explore pain@ng, drawing, and other craYs. The move to the Day Centre has provided beber facili@es and more space for materials.

4. Ongoing Support and Advice

Beyond our scheduled ac@vi@es, the Community Liaison Group con@nues to provide year-round, personalised advice and support to families. This includes:

5. Respite Care Provision

We understand the vital importance of giving carers @me to rest, abend appointments, or simply have a break. This year, we have con@nued to fund respite care through trusted providers, including:

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This service remains one of the most impachul aspects of our work, as even short periods of relief can make a huge difference to a carer’s wellbeing and ability to con@nue in their role.

6. Looking Ahead

The opening of the Patrick Stead Day Care Centre gives us new opportuni@es to expand, innovate, and strengthen our community services. Our goals for the coming year include:

7. Conclusion

The Community Liaison Group is proud of what we have achieved this year, par@cularly the establishment of our new home at the Patrick Stead Day Care Centre. It is the result of years of perseverance and collabora@on – and it opens the door to even greater things.

We remain commibed to ensuring that no one in our community faces demenNa alone , and we look forward to building on this year’s success to support even more families in the months ahead.

Training Team Report

Nicky Kelly is the lead for this team

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held at the Pear Tree, was very well received and abracted a wide range of abendees, including representa@ves from Halesworth Volunteer Centre and the Pear Tree Centre itself. The posi@ve feedback from this session has confirmed the value of offering accessible and prac@cal training around demen@a awareness.

Looking ahead, we are planning a programme of targeted demen@a awareness workshops for both the general public and specific community groups. The first of these will take place on November 2nd in the Day Centre, and we are excited to begin this next stage of our training work. Our aim is to con@nue building understanding, reducing s@gma, and strengthening support across the community. This all supports our aim of making Halesworth a Demen@a Friendly Community.

Grants Report

Pippa Evans Is the lead for this Team

HDCF is dependent on the generosity of grant giving trusts to con@nue its vital work in suppor@ng carers and people with demen@a in Halesworth and surrounding areas.

In the last twelve months HDCF received generous funding from the Chari@es Aid Founda@on and the Heveningham Hall Country Fair Trust, so that we are now in an excellent posi@on for our major new project of running a Day Centre.

We will con@nue to pursue funding to enable us to con@nue our vital work.

Treasurer’s Report

Iris Smith

We have had a most successful year with large dona@ons and grants amoun@ng to £67261.00. The majority of our other income comes from the community with

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funeral dona@ons, ladies lunches, dona@on pots and the great support we receive at our fund raising events. This has enabled us to pay for respite care totalling £57059.00 for the financial year.

Copies of the draY accounts to 30/04/25 are on the table.

Events and Fundraising

Anna Mickleburgh is the lead for this Team

All in all, the events sub-commibee have had a good year. Star@ng with the golf day in May we got off to a busy start. Main fund raisers being the golf day, the Musical Spectacular, Pop-up Shop, film day bi-monthly. Many people in the community have raised monies for us and we have supported them wherever we can.

The 100+ Club has con@nued on an even keel with a total of £8595 from membership and prizes out of that at £3000 giving us a final total of £5595.

leaving a total of £1146.

Golf Day cleared around £6000 aYer expenses.

We thank all our supporters and helpers, without you we could not do it.

Addendum: Walberswick Co-op have raised in excess of £1400 and Pres@ge will be hos@ng the iChameleon shop in October with all profits going to the fund.

Publicity and P.R. Report

John Wood, Publicity & Minutes Secretary

As we approach the end of the year it is good to note that our press coverage over the last year has been very good. The Community News, Halesworth Hoot, Team Times and Blyth Bugle have published our reports regularly. I am grateful to Carolyn from the Team Times who has been par@cularly good at producing

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My reports go to Tracy Excel and she is always very prompt at geong them on to our Facebook page. Likewise, Nicky for pos@ng them on our web page. My thanks to both ladies.

extent that I now rarely trouble them, unless it is something spectacular like the epic cycle ride 3 years ago.

tournament, published, but photos of our group ac@vi@es are a bit tricky as obviously there are GDPR issues, and the need to get wriben permission from everyone involved.

This year I have received several ar@cles from Trustees to publish. These have all been very much appreciated, and do offer a much wider aspect and interest to my monthly reports. My thanks to all contributors.

Finally, my thanks to all Trustees who have been very good at responding to my monthly appeals for informa@on.

Other from Nicky Kelly

I have some social media sta@s@cs from Tracy Excell:

events, to enquire about groups, and to ask about accessing support and respite

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ANNUAL REPORT

AND

FINANCIAL STATEMENTS

For the year ended 30 April 2025

Prepared under the Receipts and Payments Basis

HALESWORTH DEMENTIA CARERS’ FUND CIO Year ended 30 April 2025

CONTENTS Page
Trustees’ Report 1-3
Receipts and Payments Account 4
Notes to the Receipts and Payments Account 5
Independent Examiner’s Report 6

HALESWORTH DEMENTIA CARERS’ FUND CIO REPORT OF THE TRUSTEES For the year ended 30 April 2025

The trustees present their report with the financial statements of the charity for the year ended 30 April 2025. The trustees have adopted the provision of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

OBJECTIVES AND ACTIVITIES

Objectives and aims

The objects of the charity are to preserve and protect the health of people living with dementia, their families in Halesworth, Suffolk and the surrounding area by:

  1. Providing or ensuring the provision of information, support and services to those living with dementia and their family carers.

  2. Raising awareness of dementia amongst the people of Halesworth and the surrounding area and promoting the development of a dementia friendly community.

  3. Working with other charities and organisations to manage projects and activities which benefit people with dementia and their carers.

  4. Co-operating with and supporting other organisations and charities with similar or complementary purposes.

ACTIVITIES UNDERTAKEN FOR THE PUBLIC BENEFIT

In planning our activities for the year, we kept in mind the Charity Commission’s guidance on public benefit. During the year we delivered 1924 hours of respite care. In total 36 families received our Respite Care Service. In addition, the charity ran 5 activity groups for carers and people with dementia: Seated Movement, Memory Cafe, Singing with Friends, Seated Tap Dancing and a Carers Support Group. These groups provide 6 hours a week of activities to our families. In total Halesworth dementia Carers Fund has provided support to over 60 families living with dementia

FINANCIAL REVIEW

Financial position

The receipts and payments of the charity are set out in the accounts on pages 4 and 5.

Reserves policy

The charity holds reserves:

  1. To provide financial stability and sustainability for the organisation.

  2. To protect against unforeseen financial challenges, such as sudden loss of funding, unexpected increases in expenses, or emergency situations.

  3. To ensure continued support for carers and individuals affected by dementia, even during times of financial uncertainty.

The charity aims to maintain sufficient reserves equivalent to approximately 12 months operating expenditure, together with a contingency reserve to meet unforeseen challenges. This is reviewed annually to reflect the current financial landscape and organisational needs.

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HALESWORTH DEMENTIA CARERS’ FUND CIO REPORT OF THE TRUSTEES (continued) For the year ended 30 April 2025

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is established as a charitable incorporated organisation (CIO) registered 30 November 2016 as amended on 16 January 2021 and 10 June 2024.

Recruitment and appointment of new trustees

New trustees are recruited and appointed by the trustee board from the local community. Potential trustees are asked to attend a minimum of 3 meetings before they are nominated. They are made aware of the legal responsibilities and asked to identify what they can bring to serve the interests of the charity. Where a specific role becomes vacant a detailed job description will be drafted.

Risk management

The trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error.

REFERENCE AND ADMINISTRATIVE DETAILS

Registered Charity name Halesworth Dementia Carers Fund CIO The charity uses HDCF as its working name Registered Charity number 1170477

Principal address

The Old Rectory London Road Halesworth Suffolk IP19 8LR

Trustees holding office during the year

Mrs Nicola Jane Sawkins (Chair) Mrs Nicola Jill Kelly (Vice Chair) Mrs Iris Kathleen Smith (Treasurer) Mrs Irene Veronica Morris (Secretary) – appointed 10.06.24 Mrs Alison Catherine Cackett (Secretary) – resigned 10.06.24 Mr Geoffrey Philip Henry Cackett – resigned 10.06.24 Mrs Pippa Ann Evans – appointed 10.06.24 Mrs Anna Constance Mickleburgh Mrs Jacqueline Anne Richardson Mrs Arlette Smith – appointed 10.06.24 Mrs Julie Watson – appointed 10.06.24 Mr John Frederick Lawrence Wood

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HALESWORTH DEMENTIA CARERS’ FUND CIO REPORT OF THE TRUSTEES (continued) For the year ended 30 April 2025

Independent Examiner

P N van Dijk FMAAT Van Dijk Accountants Limited Georgian House 34 Thoroughfare Halesworth Suffolk IP19 8AP

Bankers Lloyds Bank PLC HSBC UK Bank PLC

Approved by order the board of trustees on 10 February 2026 and signed on its behalf by:

Mrs Nikki Sawkins (Chair)

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HALESWORTH DEMENTIA CARERS’ FUND CIO Receipts and Payments Account For the year ended 30 April 2025

Note
Receipts
Grants
1
Voluntary Donations
Fundraising
Trading Income
Total Receipts
Payments
Charitable Purposes
2
Fundraising Costs
Administration
Publicity
Total Payments
Surplus of Receipts over Payments
Cash Funds brought forward
Cash Funds carried forward
3
Represented by:
General Fund
Contingency Reserve
Total Reserves		 2025
2024
£
£
79634
45500
14336
28267
21017
7870
1386
1734
116373
83371
65783
54511
1456
2575
2864
1725
365
855
70468
59666
45905
23705
109159
85454
155064
109159
95064
49159
60000
60000
155064
109159

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HALESWORTH DEMENTIA CARERS’ FUND CIO Notes to the Receipts and Payments Account For the year ended 30 April 2025

1. Grants
Heveningham Hall Trust
Suffolk Community Foundation
Halesworth Town Council
Communities Together
Suffolk Council
Simon Gibson Trust
CAF American Donor Fund
2. Payments for Charitable Purposes
Halesworth Dementia Project
3. Cash Funds carried forward
Cash at bank - Lloyds account
Cash at bank - Lloyds account (Friends)
Cash at bank - HSBC account		 2025
2024
£
£
20000
20000
0
20000
0
5000
0
500
0
0
5000
0
54654
0
79634
45500
65783
54511
105338
83408
9984
12312
39742
13439
155064
109159

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INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF HALESWORTH DEMENTIA CARERS’ FUND CIO

I report to the trustees on my examination of the accounts for the Halesworth Carers’ Dementia Fund CIO (the Trust) for the year ended 30 April 2025.

Responsibilities and basis of report

As the charity trustees of the Trust 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 Trust’s accounts carried out under section 145 of the 2011 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 Trust as required by section 130 of the Act; or

  2. the accounts do not accord with those records.

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.

P N van Dijk FMAAT Van Dijk Accountants Limited Georgian House 34 Thoroughfare Halesworth Suffolk IP19 8AP

11 February 2026

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