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2022-03-31-accounts

2021-2022 Annual Trustee Report

Thinking Differently About Dementia YOUNGER PEOPLE WITH DEMENTIA (BERKSHIRE) CIO

Trustees’ Annual Report for Charity Commission: 1171720

ANNUAL REPORT FOR CHARITY COMMISSION (1 April 2021 to 31 March 2022)

Introduction and purpose

Young onset dementia affects adults before the age of 65. Nationally there are estimated to be at least 70,800 younger people with dementia which means 92 in every 100,000 of the population are living with young onset dementia. According to the Journal of Dementia Care Report (Carter and Jackson June 2022 Vol 30 No 3) , 7.5% of all people with dementia developed it under the age of 65. In Berkshire, there are an estimated 679 people living with young onset dementia and 900 in Surrey.

The traditional support services provided for those with dementia are designed to meet the needs and expected therapeutic outcomes of older adults and subsequently, access to activities appropriate for younger adults with dementia continues to be limited locally, regionally and nationally. The YPWD model encourages carer respite throughout the working week, giving all carers the chance to take a break. In a national study focusing on post-diagnostic support for those living with young onset dementia and their carers The Angela Project reported that 69% of carers reported there was no service that provided care for their relative to allow them to take a break[1] .

The charity’s model is integrated with local healthcare provision meaning that there is, to the patient and carer, a seamless service from diagnosis to referral into the charity. Services include ageappropriate and meaningful workshops, 1:1 support, micro-groups, education courses, Admiral Nurses for carers, support groups and through the local Memory Clinic, access to a Dementia Care Advisor. This model reflects several key needs that The Angela Project highlighted for people with young onset dementia including access to young onset specific advice, information and support to remain independent, supported age-appropriate activity, support to maintain physical and mental health as well as possible[2] .

Our integrated model has developed through an ongoing open dialogue with health and social care professionals to champion the needs of those with young onset dementia and their carers. As a result of the charity’s services and the integration with health and social care, significant savings have been made on healthcare budgets because of reduced health crises in patients and carers and delayed entry into care. Key recommendations from The Angela Project relating to service design and development cited both the need to build capacity and ownership of young onset dementia services within, and between, organisations and to provide specialist or shared care, rather than care from a GP alone[3] .

1 Angela Project team, ‘Good Practice in Young Onset Dementia: improving diagnosis and support for younger people with dementia – Results from the Angela Project – a study on young onset dementia’, Young Dementia Network, March 2020, TAP---Good-Practice-in-YOD-document-FINAL.pdf (bradford.ac.uk), p7

2 Angela Project team, ‘Good Practice in Young Onset Dementia: improving diagnosis and support for younger people with dementia – Results from the Angela Project – a study on young onset dementia’, Young Dementia Network, March 2020, TAP---Good-Practice-in-YOD-document-FINAL.pdf (bradford.ac.uk), p8

3 Angela Project team, ‘Good Practice in Young Onset Dementia: improving diagnosis and support for younger people with dementia – Results from the Angela Project – a study on young onset dementia’, Young Dementia Network, March 2020, TAP---Good-Practice-in-YOD-document-FINAL.pdf (bradford.ac.uk), p8

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Trustees’ Annual Report for Charity Commission: 1171720

Coming out of the pandemic

During the period our services returned to a semblance of normality following the global health pandemic, with support being delivered not only on-line, but also face to face.

Key charity information

The Trustees of YPWD (Berkshire) CIO present their annual report and audited accounts for the year ended 31 March 2022 and confirm they comply with the requirements of the Charities Act 2011, the trust deed and the Charities SORP (FRS 102).

Charity name: Registered charity number:

Charity’s principal address:

Younger People With Dementia (Berkshire) CIO 1171720

Indigo House, First Floor, Unit 9, Fishponds Road, Wokingham, RG41 2GY

Trustees:

Ms Lisa Mooney Mrs Kathy Taylor

Chair of Trustees

Dr Jacqueline Hussey

Mrs Caroline Blanchette Mr David Fisher Miss Radhika Modha

Dr Buchi Reddy

Mr Alain Wilkes

Vice Chair

Bankers:

Independent Examiner:

HSBC, 160 Crockhamwell Road, Woodley, Berkshire RG5 3JJ

Sue Jackson FCCA, CTA (Working Numbers Ltd)

Staffing and volunteers:

Five full-time staff Five part-time staff One clinical consultant (sitting on the board) Sixteen volunteers (including Trustees)

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Trustees’ Annual Report for Charity Commission: 1171720

Finances, Governance, Structure and Management

Financial Year

The twelve months to 31 March 2022 have been challenging as a result of the covid-19 pandemic. Specifically, this left the charity without the option to raise funds through business support or event challenges, leaving a projected deficit in our budget. We initiated a trust and foundation application strategy that led to the closure of some of this deficit, but income versus expenditure led to a shortfall of £54,518.

The expenditure of the charity is mainly comprised of staff costs and premises.

Our Finances: income and expenditure

The total income for the charity was: £337,817 with the total expenditure coming to £392,335.

Reserves Policy

The reserves policy of the charity is to maintain unrestricted funds, which are the free reserves of the charity, at a sufficient level which enables the charity to operate in the short term (6 Months). The remainder of the Charity's reserves are distributed in accordance with its objectives. The total reserves at the year-end date were £410,872 of which an amount of £108,491 was held in restricted funds. The trustees consider the state of the charity to be satisfactory, and that it is achieving its objectives.

Governing Document

The charity is controlled by its governing document.

Recruitment and appointment of Trustees

The charity must appoint a minimum of six Trustees. Apart from the first charity Trustees, every Trustee must be appointed for a term of three years by a resolution passed at a properly convened meeting of the charity Trustees.

Trustees must have regard to the skills, knowledge and experience needed for the effective administration of the CIO. Trustees are co-opted to the board by a quorum of at least four Trustees.

The Trustees give their time voluntarily and receive no benefit from the Charity.

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. The Trustees recognise the charity’s reliance on the NHS for funding and actively look to broaden the sources of financial support. These additional sources of income included applications to charitable trusts and foundations and fundraising activities.

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Trustees’ Annual Report for Charity Commission: 1171720

Covid-19

The charity has reviewed and adjusted its working practices in line with Government guidelines to provide on-going services. The charity did not use the Government’s furlough scheme and retained all staff.

Management

The charity is run on a day-to-day basis by the Charity Director, who reports directly to the Chair of Trustees. Charity services are overseen by the Services Delivery Manager, who reports to the Charity Director and services are delivered by a team of Young Dementia Project Workers across Berkshire.

During the period a pilot project has been running in Surrey Heath, working in partnership with Surrey and Borders Partnership NHS Foundation Trust. This service provides two workshops a week, micro-groups, 1:1 support where appropriate and education courses. The service is run under the management of Trustees, with the team comprising one Lead and Young Dementia Project Worker.

Description of Services Provided

During the pandemic we moved our entire operation online and developed a range of services and support. We were pleased to move back to our previous face—to-face model during this period which was well received by our clients.

Our service offers respite to carers through the provision of a number of different workshops for younger people with dementia throughout the working week and/or 1:1 support/micro-groups. A prospectus of the different workshops is produced regularly and people with dementia can access up to 5 workshops through the week in Berkshire, and 2 in Surrey Heath (who are offering a pilot parttime model), thus offering clear choice for a group who previously had very limited choice and a flexible approach to respite for carers.

Workshops

Workshops generally run in six-week blocks and are run throughout the working week at various community locations. They are selected on the basis of current evidence of therapeutic benefit, following requests specifically by people with dementia and from carers’ feedback. This approach instils confidence in the carer that their loved one will be engaged in meaningful activity, thus reducing anxiety when leaving them. This provides beneficial respite but also provides improved outcomes for people with dementia.

Micro-groups

We appreciate that it can be overwhelming for those with young onset dementia to join a large group of people at the outset of referral to our services, so we offer the opportunity to meet a couple of people in an activity based micro-group. This enables them to develop friendships and gain confidence prior to joining the workshops. This is also supported by our 1:1 support service.

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Trustees’ Annual Report for Charity Commission: 1171720

1:1 Support

It is recognised that not all people wish to participate in group activities or are able to access a group. We therefore also provide 1:1 support to those with young onset dementia. During these sessions people are encouraged to choose an activity that is of personal interest which can be carried out with the support of the respite worker. Examples would be walks, going out for coffee or lunch, swimming, board games and attending local community projects. The 1:1 support has facilitated some individuals to volunteer for other charities, thus promoting the individual’s sense of purpose but also enabling reciprocal support and learning.

Education Course

Working in partnership with health and social care professions from Memory Clinics across Berkshire, we assist in the delivery of a twice-yearly education course for those diagnosed with young onset dementia and their relatives.

The education course typically covers the following topics:

Carer Support

Admiral Nurses - The Admiral Nurses provide a robust nursing assessment and work to address the needs of the carer; this can be through providing emotional and/or practical support. Intervention can be for 3 visits or many years; this is dependent on the individual. The Admiral Nurse will work with other members of the YPWD team, for example day respite or dementia support, as well as the local mental health and social care teams.

In addition, we provide support groups for carers of those diagnosed with young onset dementia. These include:

Connecting Carers Group - We have carers who would like to spend time getting to know other carers and we offer a six-weekly Connecting Carers Group throughout the year. This in an informal group with carers sharing their experiences, helping and supporting one another. We arrange external speakers to attend who provide appropriate services and support.

The Frontotemporal Dementia (FTD) and Posterior Cortical Atrophy (PCA) Carer Group - We have a number of carers looking after someone with a rarer dementia, such as FTD or PCA. We offer a dedicated regional support group for carers with a loved one with either of these rarer dementias and we collaborate closely with University College London’s Dementia Research Centre.

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Trustees’ Annual Report for Charity Commission: 1171720

The Stronger Together Group - When carers reach the stage where their loved one with Young Onset Dementia has either had to enter long term care or has passed away the Stronger Together Group is there to provide support, through social gatherings and regular activities during the year. This group has been kindly funded by the Berkshire Carers Service since it began.

The YPWD Carer Group on Facebook - This is a private online group hosted on Facebook and exclusively for carers of a loved one with young onset dementia. It offers the chance for carers to post questions, support one another and be part of a like-minded group of people going through a shared experience.

Impact on those with dementia and their carers as a result of using our services

Throughout the year we regularly ask carers who support their loved one with young onset dementia to complete a short survey to inform the charity about the quality if its services and support. The findings below represent feedback in September 2021 when we were providing a combination of face-to-face and on-line support as we came out of the pandemic.

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Trustees’ Annual Report for Charity Commission: 1171720

Objectives set for the year

Objectives for the year ahead

Achievements during the period reported against our objectives

Raise awareness, provide education and training

During the year we have delivered two education courses to carers and those diagnosed with dementia. We have also worked on and enhanced our social media presence with a dedicated team providing regular updates. Our website was reviewed and updated. We have also raised the profile of our model within a wider area than Berkshire, with a pilot project running in Surrey Health in conjunction with Surrey and Borders Partnership NHS Foundation Trust. This pilot replicates services available in Berkshire, albeit on a smaller scale. If successful, we would be looking for on-going funding to be secured to enable it to grow and develop.

Increase diagnosis and referral rates

We chair the YPWD Forum which brings together representatives from the six Berkshire localities, including memory services, dementia care advisors and Admiral Nurses. It offers a platform to be able to share good practice and to make sure that patients living with young onset dementia and their families are receiving an equitable service regardless of where they live in Berkshire. During the period a young onset dementia pathway has been proposed and is near finalisation.

We continue to engage with colleagues across the six memory clinics in Berkshire, and now Surrey Heath. This allows the charity to discuss patients that use our services while also highlighting what we are currently offering and encouraging referrals/engagement with our services.

Meet changing needs: BAME communities, rarer dementia support, children

Two of our Trustees have worked on a strategy document during the period to enable us to develop BAME services within the county. The initial focus is aimed to be on Slough, then expanding thereafter. As part of this strategy we anticipate recruiting to the post of Community Outreach Manager who will lead on this element of our strategy.

As outlined in the services we offer, we continued to deliver two rare dementia support groups throughout the year. One group offers support to carers whose loved one is diagnosed with Posterior Cortical Atrophy (PCA), the other group for carers whose loved one is diagnosed with Frontotemporal dementia (FTD).

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Trustees’ Annual Report for Charity Commission: 1171720

In conjunction with MERL and Reading University, we commenced delivery of a pilot project to support and promote strength, resilience and connectivity for families and young people impacted by young onset dementia (Children’s Support Project).

Income generation

The charity have been active in applications to charitable trusts and foundations to solicit funds and narrow our income deficit. To assist us in doing these, we have taken on a consultant bid writer.

Progress the ‘tailored pathway’ for the people we support with a diagnosis of Young Onset Dementia

Where possible, the charity has continued to support people with a young onset diagnosis that are heavily progressed in their dementia. Where we would normally signpost people to more appropriate services, it has been found that there is a lack of appropriate provision (e.g. day services and care facilities). We continue to work with colleagues and allied services, as well as Clinical Commissioning Groups, to fill this gap in provision.

Some quotes about our services over the past year

My husband accesses ypwd it's been a real turn around for him his confidence has grown.

Carer

The excellent variety of workshops offered is enthusiastically looked forward to and much appreciated. The YPWD team are most caring and always very approachable engendering a great environment for participation.

Carer

The services received from YPWD team has been excellent. We cannot fault them. They are there to support, chat and ensure everyone is safe. Would not cope without them. Thankyou.

Carer

The weekly workshops, now being face to face and in real life, have benefitted and have been fun. There is no substitute for human interaction and getting to know the teams.

Carer

I very much enjoyed my visit to the YPWD workshop that was held in Newbury last month. It was obvious to me that the YPWD charity is well run and extremely worthwhile. I enjoyed meeting the staff and the volunteers as well as those whom they were helping. It is obvious that those needing help were very appreciative and cheerful which is a sure sign that the charity is doing a good job. I wish all concerned well.

Lord Lieutenant James Puxley

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Trustees’ Annual Report for Charity Commission: 1171720

Future plans for 2022-2023

A strategy day including Trustees and the Director of Clinical and Operational Services was held in January 2021. Outcomes from this meeting included the agreement of our Vision, Mission and Values, together with a one-page plan of targets for the year.

Our Vision:

world where Younger People with Demen;a are included and involved in every aspect of life without discrimina;on or s;gma

Our Mission:

We provide meaningful ac2vity and respite for younger people living with demen2a and their families and carers. We work alongside other statutory provision, across the working week, with the aim of giving individuals the best life they can have with demen2a.

Our Values: Innova2ve Suppor2ve Enabling Inclusive

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Trustees’ Annual Report for Charity Commission: 1171720

Our objectives:

Core Areas Objectives for 2022 Deliverables
YPWD Service
Delivery		 Meet contractual
obligations to funders		 Deliver workshops, 1:1s, MGs,
Design and deliver education courses and Carer
Groups.
Clear outcome measures and timely reporting
Collaborative working with NHS and partners
Provide clinical expertise and advice in YOD
Fundraising Fund raise 40% of running costs
Marketing & PR to raise awareness
Involvement at conferences including sharing best
practice
Project Delivery Support and deliver
programmes for BAME		 Gather research from the community and BAME
connections and provide trial support in Slough.
Maybe seek external funding.
Support for Children Project underway and funding secured for first series
of sessions. Funding from Medical Alliance
ringfenced for future work.
Pilot YPWD in Surrey Continuepilot for 2022
Geographical expansion Explore option of widening offering outside of
Berkshire,Surreyand borders.
People &
Culture (Staff,
Trustees and
Volunteers)		 Staff engagement and
culture		 Continue to build a high performing team with a
focus on team engagement and culture
Engagement survey with clear action plan
Developing our people Implement robust performance appraisal process
Integrated Talent management approach
Clear Learning and Development approach and
personal development plans
Volunteers Develop and embed a comprehensive volunteer
strategy and mindset to develop a pool of volunteers
to support with the ongoing work of the charity
Trustees Continue to build a high performing team of trustees
with a focus on clarity of roles and ongoing
professional development

The above to be underpinned by ensuring a compassionate, collaborative and well managed Exit Strategy linked to holistic care plans as well as strong financial management.

11

Younger People with Dementia (Berkshire) CIO Trustees and Professional advisers For 12 Months Ending 31 March 2022

Trustees

Ms Lisa Mooney Mr Alain Wilkes Miss Radhika Modha Mrs Kathy Taylor Dr Jacqueline Hussey Mrs Caroline Blanchette Mr David Fisher Dr Buchi Reddy

Chair Vice Chair Treasurer

Registered Office First Floor Unit 9 Indigo House Fishponds Road Wokingham RG41 2GY

Bankers HSBC 160 Crockhamwell Road Woodley Berkshire RG5 3JJ

Independent Examiner Sue Jackson FCCA Working Numbers Limited 12 St Mary's Road Mortimer Common RG7 3UE

Page 2

Younger People with Dementia (Berkshire) CIO Report of the Trustees

For Period Ending 31 March 2022

Structure, Governance and Management

Financial Year

The twelve months to 31 March 2022 have been challenging as a result of the covid ‐ 19 pandemic. Specifically this left the charity without the option to raise funds through business support or event challenges, leaving a projected deficit in our budget. We initiated a trust and foundation application strategy that led to the closure of some of this deficit, but income verse expenditure lead to a shortfall of £54,518. The expenditure of the charity is mainly comprised of Staff costs and Premises.

Governing Document

The Charity is controlled by its governing document.

Recruitment and appointment of Trustees

The Trustees give their time voluntarily and receive no benefit from the Charity.

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. The Trustees recognise the charity's reliance on the NHS for Funding and actively look to broaden the sources of financial support.

Objectives and Activities

Young Onset Dementia affects adults under the age of 65 and nationally there are known to be just over 70,800 living with this diagnosis. Traditional services are designed to meet the needs and expected therapeutic out ‐ comes of older adults and subsequently, access to activities appropriate for younger adults with dementia is limited. The Objective of the charity is to promote and protect the physical and mental health of people diagnosed with early onset dementia and also of their families and carers in the administrative districts of Wokingham, Reading, West Berkshire, Bracknell, Windsor and Maidenhead and Slough through the provision of support, education and general advice. During the period we have also undertaken a pilot of our services in the area of Surrey Heath.

Charitable Activities

During the period our services returned to a semblance of normality following the global health pandemic, with support being delivered not only on ‐ line, but also face to face. This support included age ‐ appropriate and meaningful workshops, micro ‐ groups, 1:1 support, Admiral Nurses to support carers and education courses.

Reserves Policy

The reserves policy of the charity is to maintain unrestricted funds, which are the free reserves of the charity, at a sufficient level which enables the charity to operate in the short term (6 Months). The remainder of the Charity's reserves are distributed in accordance with its objectives. The total reserves at the year end date were £410,872 of which an amount of £108,491 was held in restricted funds. The trustees consider the state of the charity to be satisfactory, and that it is achieving its objectives.

A Detailed Report for Activities in 2022 is available on the Charity Commission site.

Signed Lisa Mooney Print Name Lisa Mooney

Date 27 January 2023

Page 3

Younger People with Dementia (Berkshire) CIO Registered Charity no. 1171720

Independent Examiner's Report For Period Ending 31 March 2022

Responsibilities and basis of report

I report to the trustees on my examination of the accounts of the above charity (“the Charity”) for the year ended 31/03/2022..

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”).

Independent examiner's statement

I report in respect of my examination of the Charity’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.

The charity’s gross income exceeded £250,000 and I am qualified to undertake the examination by being a qualified member of the Association of Chartered Certified Accountants (ACCA).

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

‐ the accounting records were not kept in accordance with section 130 of the Charities Act; or

‐ the accounts did not accord with the accounting records; or

‐ the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.

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.

SM Jackson

SM Jackson FCCA WORKING NUMBERS LIMITED 12 St Mary’s Road Mortimer Common Reading RG7 3UE

Date: 23 January 2023

Page 4

Younger People with Dementia (Berkshire) CIO Balance Sheet

As at 31 March 2022

Note
Fixed Assets
Tangible Assets
9
Total Fixed Assets
Current Assets
10
Debtors
Cash at bank and in hand
Total Current Assets
Liabilities
11
Creditors falling due within one year
Net Current Assets
Net Assets
The Funds of the charity:
13
Unrestricted Income Funds
Restricted Income Funds
Total Charity Funds		 2022
2022
2022
2021
Unrestricted funds
Restricted income
funds
TOTAL
TOTAL
£
£
£
£
4,555
‐
4,555
1,954
4,555
‐
4,555
1,954
1,337
1,337
261
303,743
108,491
412,234
464,548
305,080
108,491
413,571
464,809
7,254
‐
7,254
1,373
7,254
‐
7,254
1,373
297,826
108,491
406,317
463,436
302,381
108,491
410,872
465,390
302,381
‐
302,381
280,135
‐
108,491
108,491
185,255
302,381
108,491
410,872
465,390

These accounts were approved by the Trustees on 27 January 2023 and signed on their behalf by:

Signature Lisa Mooney Name Lisa Mooney Date 27 January 2023

Page 5

Younger People with Dementia (Berkshire) CIO Statement of Financial Activity

12 months ending 31 March 2022

Note
Income:
Donations and Legacies (including Grants)
3, 4
Charitable Activities
Investments
Total Income
Expenditure:
Raising funds
5
Charitable Activities
5
Governance Costs
5
Total Expenditure
Net income/(Expenditure)
Net movement in Funds
13
Funds Brought forwards
Total Funds Carried Forward		 Unrestricted
Funds
Restricted
Funds
Total Funds
Total Funds
2022
2022
2022
2021
£
£
£
£
91,417
244,063
335,480
420,197
1,549
761
2,310
1,903
27
‐
27
122
92,993
244,824
337,817
422,222
6,334
11
6,345
9
63,978
321,577
385,555
310,993
435
‐
435
435
70,747
321,588
392,335
311,437
22,246
(76,764)
(54,518)
110,785
22,246
(76,764)
(54,518)
110,785
280,135
185,255
465,390
354,605
302,381
108,491
410,872
465,390

Page 6

Younger People with Dementia (Berkshire) CIO

Notes to the Unaudited Accounts

12 Months Ending 31 March 2022

Note

1. Accounting background

Background

Younger People with Dementia (Berkshire) Charitable Incorporated Organisation (Charity Number 1171720) was set up In February 2017. This replaced the registered Charity of the same name (Charity number 1147290).

2. Accounting Policies

Basis of Accounting

These accounts have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts. The accounts have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2015) (Charities SORP (FRS102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102), and the Charities Act 2011.

Basis of preparing the Financial statements

The Financial Statements have been prepared under the going concern basis. The Charity has secured funding to secure the immediate future of the Charity for the next 18 months to 2 years on this basis Trustees view the Charity as a going concern.

Incoming resources

All Incoming resources are included on the statement of Financial Activities when the Charity is legally entitled to the income and the amount can be quantified.

Resources expended

Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all costs related to the category. Where costs cannot be directly attributed to a particular heading they have been allocated to activities on a basis consistent with the use of resources.

Irrecoverable VAT is charged as a cost against the activity for which the expenditure is incurred.

Taxation

The Charity is exempt from corporation tax on its charitable activities.

Fund Accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the Trustees.

Restricted Funds can be used for the particular restricted purposes within the objects of the Charity. Restriction arise when specified by the donor or when funds are raised for a particular restricted purpose.

Fixed Assets

Depreciation has been provided on a straight line basis at a rate estimated to write off the value of the asset over its useful life.

Office Equipment 4 Years Computer Equipment 4 Years

Page 7

Younger People with Dementia (Berkshire) CIO

Notes to the Unaudited Accounts

12 Months Ending 31 March 2022

Note

  1. Analysis of Income
Unrestricted funds
Restricted
income funds
Total funds
Total funds
2022
2022
2022
2021
£
£
£
£
Donations and gifts 30,463 4,251 34,714 29,433
Gift Aid 3,700 20 3,720 1,307
Legacies
36,065
General grants provided by
government/other charities
57,254 239,792 297,046 353,392
Total 91,417 244,063 335,480 420,197
Events 24 761 785 1,352
Other charitable activities 1,525
1,525 551
Total 1,549 761 2,310 1,903
Interest income 27
‐27 122
Total 27
‐27 122
92,993 244,824 337,817 422,222
4.
Government Grant funding
2022
2021
£
£
DWP resource funding
1,748‐
Total 1,748
‐
Funding for staff member
Donations and
legacies:
Charitable
activities:
Income from
investments:
TOTAL INCOME		 Unrestricted funds
Restricted
income funds
Total funds
Total funds
2022
2022
2022
2021
£
£
£
£		 Unrestricted funds
Restricted
income funds
Total funds
Total funds
2022
2022
2022
2021
£
£
£
£		 Unrestricted funds
Restricted
income funds
Total funds
Total funds
2022
2022
2022
2021
£
£
£
£		 Unrestricted funds
Restricted
income funds
Total funds
Total funds
2022
2022
2022
2021
£
£
£
£		 Unrestricted funds
Restricted
income funds
Total funds
Total funds
2022
2022
2022
2021
£
£
£
£
Donations and gifts 30,463 4,251 34,714 29,433
Gift Aid 3,700 20 3,720 1,307
Legacies 36,065
General grants provided by
government/other charities		 57,254 239,792 297,046 353,392
Total 91,417 244,063 335,480 420,197
Events 24 761 785 1,352
Other charitable activities 1,525 1,525 551
Total 1,549 761 2,310 1,903
Interest income 27 ‐ 27 122
Total 27 ‐ 27 122
92,993 244,824 337,817 422,222
2022
2021
£
£
Funding for staff member 1,748 ‐
Total 1,748 ‐

There were no unfilfilled conditions relating to this grant

Page 8

Younger People with Dementia (Berkshire) CIO

Notes to the Unaudited Accounts

12 Months Ending 31 March 2022

5. Analysis of expenditure

Analysis
Expenditure on raising funds:		 Unrestricted
funds
Restricted
income funds
Total funds
Total funds
2022
2022
2022
2021
£
£
£
£		 Unrestricted
funds
Restricted
income funds
Total funds
Total funds
2022
2022
2022
2021
£
£
£
£		 Unrestricted
funds
Restricted
income funds
Total funds
Total funds
2022
2022
2022
2021
£
£
£
£		 Unrestricted
funds
Restricted
income funds
Total funds
Total funds
2022
2022
2022
2021
£
£
£
£
Incurred seeking donations 6,334 11 6,345 9
Total expenditure on raising funds 6,334 11 6,345 9
Expenditure on charitable activities:
Cost of products sold 37 ‐ 37 ‐
Transaction costs 372 5 377 411
Operational staffing 1,676 185,822 187,497 151,976
Workshop costs 1,869 42,707 44,575 20,947
Accountancy and bookkeeping 2,860 216 3,076 1,898
Staffing 26,597 69,168 95,765 83,517
Bank charges 34 ‐ 34 ‐
Business rates 1,382 ‐ 1,382 1,382
Computer costs 6,028 405 6,433 4,763
Depreciation 3,003 ‐ 3,003 1,045
General expenses 1,379 59 1,438 418
Health and Safety consumables 302 ‐ 302 567
HR 406 ‐ 406 252
Insurances 2,066 ‐ 2,066 1,928
Legal fees 2,400 ‐ 2,400 ‐
Marketing 798 384 1,182 1,380
Office costs 618 22,487 23,105 28,562
Printing postage and Stationary 4,415 62 4,477 4,845
Subscriptions 257 ‐ 257 591
Telephone costs 5,837 ‐ 5,837 5,164
Travel costs 1,237 168 1,405 663
Trustee and Volunteer costs 406 94 500 685
Total expenditure on charitable activities 63,978 321,577 385,555 310,993
Governance costs
Independent Examiners fee 435 ‐ 435 435
Total other expenditure 435 ‐ 435 435
TOTAL EXPENDITURE
70,747 321,588 392,335 311,437

6. Trustees Remuneration and Benefits

During the period the total Trustees Remuneration was £nil (2021:£nil) Trustees Expenses for 2022 were £nil (2021: £nil)

7. Staffing

No employees received employee benefits (excluding employer pension costs) for the reporting period of more than £60,000 (previous year also nil).

Average head count during the year was:

8. Independent Examiner's fee

The charity has accrued for an independent examiners fee of £435 (2021 ‐ £435) No other fees were payable to the examiner or their firm in either year

11

Page 9

9.
Fixed assets
Cost
Cost as at 31st March 2021
Additions during the year
Cost as at 31st March 2022
Accumulated Depreciation
Balance as at 31st March 2021
Charge for the year
Balance as at 31st March 2022
Net Book Value at 31 March 2022
10.
Debtors falling due within one year
Prepayments
Total Debtors
11.
Creditors falling due within one year
Trade Creditors
Other Creditors
Accruals
Total Creditors		 2022
£
1,337		 £
4,963
5,604
10,567
3,009
3,003
6,012
4,555
2021
£
261
1,337 261
2022
£
4,774
1,420
1,059		 2021
£
938
‐
435
7,253 1,373

12. Movement in Funds

As at 1st April 2021
Additions during the year
Expenditure During year
Transfer between funds
As at 31st March 2022		 Unrestricted
2022
Restricted
2022
Total 2022
£
£
£
280,135
185,255
465,390
92,993
244,824
337,817
70,747
321,588
392,335
‐
‐
‐
302,381
108,491
410,872

Page 10

Younger People with Dementia (Berkshire) CIO Notes to the Unaudited Accounts 12 Months Ending 31 March 2022

13. Charity funds Charity funds Charity funds Charity funds Charity funds Charity funds Charity funds
Fund names Fund Purpose and Restrictions Fund
balances
brought
forward
£		 Income
£		 Expenditure
£		 Fund
balances
carried
forward
£
CCG Funds R Provide workshops, 1:1's, micro‐
groups, education course		 73,230 203,094 (266,468) 9,856
Equestrian R Workshop costs 4,113 ‐ ‐ 4,113
Katakanuing R Workshop costs 2,092 ‐ ‐ 2,092
Legacy R Strategic
development/enhancement of
charity		 66,065 ‐ ‐ 66,065
Library R Mobile library of dementia
education and support books		 655 ‐ (105) 550
Stronger Together R Support group for ex‐carers 961 ‐ (660) 301
Get Berkshire Active R Workshop costs 3,095 1,332 (3,405) 1,022
Gosling Foundation R Workshop costs 7,975 ‐ ‐ 7,975
Former Employee R Employment costs 100 ‐ ‐ 100
Big Issue R Operational costs 10,000 ‐ (6,000) 4,000
Wokingham United Charities R General operations 10,000 ‐ ‐ 10,000
Surrey Heath R Provide workshops, 1:1's, micro‐
groups, education course		 6,969 33,193 (41,937) ‐1,775
All Together Now (Al's place) R For social activities/events ‐ 555 (1,413) ‐858
Padworth R Workshop costs ‐ 4,500 (1,048) 3,452
Reminiscence / Unicorn R Workshop costs ‐ 1,150 (551) 599
Volunteer driver costs R Volunteer driver expenses ‐ 1,000 ‐ 1,000
Other funds U General Fund 280,135 92,993 (70,747) 302,381
TOTAL FUNDS 465,390 337,817 (392,335) 410,872

R = Restricted Fund

U = Unrestricted/General Fund

Page 11