AN 202 T¥ FOR THE YEAR ENDED 31 MARCH 2023 PWD Your)ger Peop16 Wrth Pemencia cio
CONTENTS
Introductions
| Introductions | |
|---|---|
| Introduction from Chair of Trustees | 4 |
| Introduction from Director of Clinical & Operational Services | 6 |
| Our Vision, Achievements and Impact | |
| Our Core Values, Mission Statement and Vision | 8 |
| Our Impact and Highlights from the Year | 9 |
| Celebration of our Workshops in Pictures | 10 |
| Notable Events | 12 |
| Impact Stories: Richard and Lynne | 16 |
| Volunteer Spotlight: Stuart | 17 |
| Impact Stories: Mike and Sylvia | 18 |
Grants, Looking Forward and Governance
| Major Grant Recognition | 20 |
|---|---|
| Future Strategic Goals | 22 |
| Governance and Leadership | 24 |
| Governance Statement | 26 |
Contact Us
About Us and How to Contact Us 28
Our financial review will be highlighted in a separate document.
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INTRODUCTION FROM OUR CHAIR OF TRUSTEES
Dear Supporters and Stakeholders,
I am delighted to present our annual report for the year 2022-2023, and it is my privilege to serve as the Chair of Trustees for Younger People With Dementia CIO (YPWD). This document is a testament to the hard work, dedication, and unwavering commitment of our charity to fulfil our mission and meet the needs of the communities we serve.
Over the past year, within which we enjoyed celebrating being in operation for ten years, YPWD has continued to navigate through uncharted waters, facing unprecedented challenges while pursuing our vision to influence a world where younger people with dementia are included and involved in every aspect of life without discrimination or stigma. It is during such times that the true strength of our charity and our collective resolve become most apparent. In the following pages, you will find an overview of our
achievements, milestones and the impact we've made on the lives of those we exist to support. Our mission is not a solitary journey but a collective effort, and it is our belief in the power of community and collaboration that drives us forward.
As Chair of Trustees, I am immensely proud of our dedicated board, staff, volunteers, and our ever-supportive donor community. The work we do would be impossible without the expertise, passion, and commitment of all those involved.
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INTRODUCTION FROM OUR CHAIR OF TRUSTEES
In this report, you will also find a transparent account of our financial performance and the prudent use of resources, reflecting our commitment to accountability and good governance. We take our responsibilities seriously and continue to refine our governance processes to ensure that we are a model of transparency and efficiency.
As we look to the future, we remain focused on our mission and the positive impact we aim to create. The challenges before us may be great, but so is our determination to overcome them. Together, with your continued support and partnership, we are poised to make even greater strides toward our vision.
On behalf of the entire board of trustees, I extend our deepest appreciation to our donors, volunteers, partners and all who have contributed to our journey. Your support is the bedrock upon which we build a better tomorrow.
Thank you for your trust in us and for joining us in our drive to make a difference to the lives of those living with young onset dementia.
Yours sincerely,
Lisa Mooney
Chair of the Board of Trustees, Younger People With Dementia CIO
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YPWD | ANNUAL REPORT 2022-23
INTRODUCTION FROM DIRECTOR OF CLINICAL & OPERATIONAL SERVICES
We are pleased to present to you the Annual Report of Younger People With Dementia CIO (YPWD) for the financial year ending 31 March 2023. This report provides an overview of our performance, achievements and our future strategic direction.
Having entered our eleventh year of operation, it is still humbling to see the impact that our services have on those living with young onset dementia. The team have been excellent at ensuring that we continue to work on our mission to support those living with young onset dementia through meaningful activity, respite, education and support groups. The year has also included us working in partnership with a film company about the story of someone living with young onset dementia “If Not Now, When?”, written by Nick Tree, it has seen us embrace the challenge of reducing health inequalities and also recognise and start to address the challenges faced by children of a parent with young onset dementia.
As with all charities, it has been a challenging financial year, but we have maintained our service delivery and indeed expanded our reach. Our thanks go out to our funders, corporate sponsors, donors and fundraisers which have made this possible.
As we move forward, we remain dedicated to our core values, our mission, and our vision for the future. Our strategic plan for the coming year is ambitious, and we are excited to share this with you in this report. Once again, we thank you for your ongoing support – we really couldn’t do it without you.
Yours sincerely,
Caroline Blanchette & Charlie Draper
Joint Director of Clinical and Operational Services, Younger People With Dementia CIO
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OUR MISSION STATEMENT
Our Vision is to influence a world where Younger People with Dementia are included and involved in every aspect of life without discrimination or stigma.
Our Mission is to provide meaningful activity and respite for younger people with dementia 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 with dementia.
OUR CORE VALUES
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Innovative Supportive
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Enabling YPWD | ANNUAL REPORTYPWD | ANNUAL REPORT Inclusive
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OUR IMPACT & HIGHLIGHTS
During the year we have delivered...
Activity-based 562 Workshops
131
One to one Support Sessions
Our activity-based workshops have included art & crafts, furniture restoration, golf, photography and racket sports. These ran across Berkshire and Surrey Heath.
Our charity offer one to one support sessions for a limited time period to ease the transition for those we support into a group setting, helping to build confidence & trust.
NATIONAL TRUST DAY TRIPS
From June to July (22), our team in Berkshire planned six weeks of day trips to National Trust venues. Each week our support workers welcomed attendees at our office base in Wokingham, where we all boarded a minibus to each location. Visits included Greenham Common located in West Berkshire, Cliveden House in Taplow, Saville Gardens in Virginia Water, The Vyne in Basingstoke, Hughenden Manor in Buckinghamshire and Basildon Park.
Our Trustee David who volunteered his support these day trips commented: “For me the reward comes from seeing the enjoyment of the group, the real pleasure of being in the open air, enjoying good company and helping attendees to get the most that they can from these activities. Lovely people having a lovely time with no inhibitions or sense of isolation. ”
Micro Group Education 2 Sessions 3 Courses 8
Social Events
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CELEBRATION OF OUR WORKSHOPS IN PICTURES
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NOTABLE EVENTS
“All Together Now” events were first introduced in the charity with the aim of bringing together our service users and their loved ones. Our charity ran a number of events in 2022 and 2023 which included an afternoon tea, beach trip, visit to Windsor, Halloween Party and Christmas Concert. We also attended a pantomime together.
COLOUR RUSH RUN
May 2022
Some of our team in Berkshire, Amy, Debbie, Erin, Jenny, Jess & Karen were joined by Caitlin and Sarah to complete the Colour Rush Obstacle Course to raise funds for YPWD. They had a blast participating in the 5K event at Windsor Racecourse.
10 YEAR ANNIVERSARY
June 2022
2022 marked our 10-year anniversary and to celebrate this milestone, the charity put on a public, family-friendly event at the Museum of English Rural Life in Reading, with the aim of bringing together all of our supporters.
The event consisted of performances from our Berkshire and Surrey Heath dementia choirs and offered taster workshops and refreshments. Alongside this we put together an art gallery, showcasing the amazing artwork of those we support. There were also information stands and talks led by our Admiral Nurses.
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NOTABLE EVENTS
BBC VISIT June 2022
Appearance on ‘Our Dementia Choir’
Line of Duty star Vicky McClure came to visit South Street Theatre in Reading, where our Berkshire choir practice each week. They were also joined by the YPWD Surrey Heath choir this week, showcasing the charity as a whole. We then appeared in the first episode of BBC’s ‘Our Dementia Choir Sings Again’ which aired on Monday 10th of October 2022. During the episode, Vicky McClure spoke to YPWD staff and highlighted what “a brilliant system is in place. This is changing people’s lives. The fact that they are supported by the NHS... is the obvious thing we need.”
CONNECTING CARERS December 2022
In every break week from our programme of activity-based workshops, YPWD run connecting carers groups which gives carers an oppurtunity to come together with shared experiences. While their group takes place, our team of support workers deliver an activity for their loved one with dementia. An example of one of these took place In December, we brought these two groups together to run a Christmas celebraton. Our team delivered jacket potatos for each attendee with their choice of toppings and sides, hot chocolates with cream and marshmallows and ran Christmas quizzes. It was lovely to get together and get into the Christmas spirit, singing Christmas songs and wearing Christmas jumpers.
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NOTABLE EVENTS
CHRISTMAS CONCERT December 2022
Our first Christmas Concert since before the COVID-19 pandemic was a success, and featured guest performances from Rocket Kings & Bill Buckley from BBC Radio Berkshire. The YPWD Berkshire (Harmony) and YPWD Surrey Heath (Sunshine) Choirs sounded amazing and were excited to showcase what they had been working on. In the interval, we offered a glass of complimentary prosecco, mulled wine, or a hot drink.
The raffle prizes included tickets to Windsor Castle, an Afternoon Tea, some lovely toiletry sets and bottles of bubbly. We had many happy winners of these donated prizes.
VALENTINE’S MEAL February 2023
Our first social event of the year was a Mexican themed event including a three-course meal for 50 people. Our team were kitted out in full Mexican gear to add to the aesthetics of the evening, wearing sombreros, colourful ponchos and the biggest of moustaches. Guests were welcomed and photographed at the photo booth station. There was a vast choice of props and moustaches to play around with before moving on to the drinks station. Entertainment for the evening was provided by the amazing band Good Company who played a choice of popular songs which got everybody up and dancing. Guests were serenaded by our team using guitars and ukeleles, dressed as Mariachis head to toe.
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NOTABLE EVENTS
CHILDREN’S PROJECT
Throughout 2022-23
Working alongside The Museum of English Rural Life and Admiral Nurses we delivered support for children with a parent that has been diagnosed with young onset dementia. Sessions were delivered on a regular basis to children aged between 6 and 20 years of age. Each session had an activity included within it, from willow weaving to art. The sessions enabled children that are living in similar situations to come together and access peer support in a safe environment. This project has been and will continue to be researched by the University of Reading. The research element enables us to understand what works, what doesn’t and how to ensure the sustainability of the project.
FILM PROJECT Throughout 2023
During the period we were proud to be a part of the making of the film, “If Not Now, When?”, starring Kate Dickie. This was filmed in February 2023 on location on the Island of Easdale. Nick Tree, Writer and Director, shared that writing this film about a woman living with young onset dementia was very close to his heart, as his grandfather lived with dementia himself. It was very important to the film crew that the portrayal of somebody living with a young onset dementia diagnosis was executed accurately and with care, which is where our charity came in to help support the film project. We are very much looking forward to seeing the results on our film screens later on in the year.
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IMPACT STORIES: RICHARD AND LYNNE
“A lot of the things he’s done at the workshops, he would never have tried before dementia.”
Richard is one of the beneficiaries of the activity-based workshops run by Younger People with Dementia (YPWD). Over the past year he has attended katakanuing, golf, choir, day trips to National Trusts, visits to Windsor Castle, farm visits which included cooking, walking and animal therapy. Below his wife Lynne talks about Richard’s diagnosis and outlines the benefits of the support they have received from our charity.
“We’ve been part of YPWD for the last three years and we’ve been married 50 years. Richard was diagnosed three and a half years ago, but I predicted that Richard had dementia a long time before he was diagnosed. Richard retired at 60 and very soon after that, I noticed that there was something not right. He’d be doing silly things like hiding things, putting things in different places, forgetting things and repeating things a lot. He was getting frustrated all the time, and so it was little things like that, which on their own don’t seem like much. I never thought it would happen to us. Richard was getting more and more anxious over stuff, forgetting where he’d put keys, and it was just a series of very small things. I made a couple of trips to our doctor to talk about it and they said I needed to persuade Richard to come in with me, but he was very resistant because he remembered what happened to his mum and grandma, who both lived with young onset dementia. Eventually we did go to the doctor, they did some memory tests, and they said they thought we should go along to the memory clinic. Richard was diagnosed there and then. It wasn’t a shock and yet it was, to have somebody actually say it to you.
We were then introduced to YPWD and we’ve been with them ever since. I got to meet all of the other carers in the same situation, which was great because you feel isolated, you feel like the bottom has dropped out of your world, as you really don’t know what’s going to happen. YPWD has been a saviour to us both. Richard goes to a lot of workshops; he’s been in the choir from the beginning and now he does all sorts of things. He loves all the physical activities but some of the other things he would never have tried, and he really has enjoyed them. YPWD, I’d recommend it to anyone. I think in a strange way we’re very lucky people because so many people going through this have got no support. We just want to say thank you very much to YPWD for everything, it’s our life-line.“
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VOLUNTEER SPOTLIGHT: STUART
“During my wife's illness, she and I received much support from YPWD. I now want to give back.”
Our long-time supporter Stuart has been volunteering for our organisation for a number of years, helping our team in supporting people with a young onset dementia diagnosis at workshops around Berkshire and Surrey Heath.
“During my wife's illness, she and I received much support from YPWD and from its current staff before it was formally a charity. I now want to help as much as I can, volunteering and raising money. I will be eternally grateful to those staff and to the charity for the help and support they provided over many years. So having experienced first-hand the benefits that the charity offers, I have a great interest in helping it to succeed and prosper. Being a volunteer means that I can help with that in a small way, it also helps me to say thank you.”
Stuart has also participated in multiple events over the years, pushing himself to the limit to raise money for our charity. In October 2022, Stuart ran in the London Marathon, raising an amazing £1,000 for YPWD. Below he talks about his experience completing this fundraiser, highlighting the benefits of getting involved for future participants.
“There are few feelings so great as crossing the finish line of a marathon. A huge feeling of personal satisfaction and pride in one's achievement. All the pain and suffering of the 26 miles is forgotten. You can stop running, pause the watch, collect the all-important medal, get a drink, soak up the praises from spectators and other runners, and start thinking about the next one. All the training of the previous few months has been worth it. My advice is just go running. It does not have to be a full marathon; a half is good, as is a 10k and even a 5k Park Run on a Saturday morning. The personal benefits are great and if you can raise money for YPWD along the way, all well and good. I want to see us succeed now and in the future, and that means getting in the necessary funds to enable us to continue our work. If we do not do that, we cannot continue to help those who need our help.”
We cannot thank Stuart enough for the work he has done for our charity, in volunteering and in his fundraising work.
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IMPACT STORIES: MIKE AND SYLVIA
“The friends I have made through YPWD keep me going through the difficult days.”
Mike is one of the beneficiaries of the activity-based workshops run by our charity. Over the years Mike has attended multiple different activities with our organisation, including circus skills, choir, walking groups and arts & crafts. His wife Sylvia also receives support at our Connecting Carers Groups and the couple enjoy attending our social events.
Below Sylvia talks about how they met, life before and after Mike’s dementia diagnosis and the support they have received from our charity.
“Mike & I grew up in opposite corners of the same cul-de-sac but weren’t aware of each other until I was about 18. He was my first boyfriend and we soon discovered we were soulmates. In 1978 we bought our first house and got engaged, planning to fix up the house before getting married in 1980. However, tragedy struck in 1979 when Mike had an horrific motorcycle accident. He suffered major head trauma and had to undergo an emergency operation to release a blood clot on the brain. It was touch and go for a while, but he made a miraculous recovery, surprising all the medical staff who expected him to be permanently incapacitated even if he survived the operation. One year on, apart from some spectacular scars and minor eyesight issues, there were no noticeable aftereffects.
We had many very happy years of marriage, but Mike was never able to hold down a job for very long which with hindsight was almost certainly down to the unseen damage done by the accident. Around 2015 he started losing the ability to do things like DIY, starting projects as he had always done but not being able to finish them and making silly mistakes. He also had short term memory lapses, such as forgetting to pick me up from the station after work. It started so gradually that I didn’t really notice the changes until other people started commenting on his behaviour.
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After a stressful few months, I managed to persuade him to go with me to our GP. The first visit was pretty useless with him saying he was fine and the doctor taking his word for it! I came away feeling dismissed as a neurotic wife but eventually I managed to get him a referral to the Wokingham Memory Clinic. It was there that Mike was diagnosed with Mild Cognitive Impairment which was later upgraded to Mixed Dementia (Vascular & Alzheimer’s). Although very distressed by the diagnosis I felt some element of relief that we at last had an explanation for his symptoms which I then realised were not his fault.
At the memory clinic I was referred to the YPWD which was the best thing ever! I no longer felt alone and since joining the group Mike has benefited from at least 2 activities every week. He particularly enjoys katakanuing, equine therapy and snooker together with anything that involves creating something which he can take home. He still enjoys cooking but needs supervision as left on his own we often get some weird & wonderful combinations of ingredients!
Luckily Mike has remained pretty stable since his diagnosis so I feel very lucky compared to some who have had some terrible challenges. Of course there are times when I feel sad for days gone by but the friends I have made through YPWD are truly uplifting and keep me going through the difficult days. Unlike our other friends they understand exactly the experiences we are all going through and being able to talk, laugh & cry together is something I value more than I can say. Sometimes I feel that dementia has robbed us of our golden years together but mostly we just take one day at a time and try to get the best out of the time still have left.
I cannot thank YPWD enough for giving me that lifeline.”
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MAJOR GRANT RECOGNITION
Major grants received during the period included Frimley ICB
(incorporating East Berkshire, Surrey Heath, NE Hants and Farnham) and Berkshire West ICB .
Grants were also received from:
Age UK Berkshire Alliance Medical Ltd
Arnold Clark Community Fund
AWBS (American Women’s Business Society)
Berkshire Nurses and Relief in Sickness Trust
Crossroads
Crowdfunder (Aviva Community Fund)
Garfield Weston Foundation
Greenham Grant (Miss Lawrence Trust)
Payne-Gallwey PGCT
Tesco Community Fund
Scottish and Southern Electricity Networks Resilient Communities Fund Spectris Foundation
The Altor Foundation
The Edward Gostling Foundation
The National Lottery Community Fund
Waitrose and Partners
Wokingham United Charities
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FUTURE STRATEGIC GOALS
Below we have given an overview of the charity's strategic direction, upcoming projects and goals for the next financial year and beyond.
Service Delivery and Education
Continuously deliver and expand our existing workshops, time-limited one to one support, micro-groups, education groups and carer support groups to better serve beneficiaries.
Community Outreach
Engage within our wider community to reduce health inequalities.
Children’s Project
Develop services for children living with a parent with young onset dementia.
Impact Report
Develop and regularly report on key performance indicators (KPIs) to measure and communicate the charity's impact to stakeholders.
Financial Sustainability
Strengthen financial sustainability through diversifying funding sources. Launch specific fundraising campaigns throughout the year and seek to increase individual and corporate donations, grants, and develop sustainable revenue-generating initiatives.
Carer Quote: When my husband was diagnosed, I couldn't understand a word he said and he just wanted to stay in bed. Since YPWD I can't emphasise the difference in him. He's got motivation and skills I didn't even know interested him.”
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FUTURE STRATEGIC GOALS
Awareness
Raise awareness and recognition of young onset dementia and engage in efforts to influence dementia friendly practices within our wider community.
Capacity Building
Invest in staff and trustee development, training, and infrastructure to ensure the charity's long-term effectiveness and efficiency.
Volunteer Engagement
Increase the recruitment and involvement of volunteers to support our services.
Collaboration
Foster strategic partnerships and collaborations with other nonprofits, government agencies, health bodies and community organisations to leverage resources and expertise.
Expansion
Expand the charity's reach to other regions to address similar issues on a broader scale.
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GOVERNANCE AND LEADERSHIP
Meet our team who govern and lead the charity.
Our board of Trustees are:
Lisa Mooney, Chair of Trustees Alain Wilkes, Vice-Chair of Trustees Radhika Modha, Treasurer
David Fisher Dr Jacqueline Hussey Dr Buchi Reddy Kathy Taylor
Our Leadership Team are:
Caroline Blanchette, Joint Director of Clinical and Operational Services Charlie Draper, Joint Director of Clinical and Operational Services
Clare Lynskey, Area Manager, Surrey Heath, NE Hants and Farnham Jenny Vertigan, Area Manager, Berkshire West Karen Ive, Area Manager, East Berkshire
Julie Vernon, Office Manager
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GOVERNANCE STATEMENT
As a charity we are committed to maintaining the highest standards of governance to achieve our vision, mission, values and strategy, maintain the trust of our supporters and ensure the effective use of resources.
Board of Trustees
Our Board of Trustees are responsible for the overall governance and strategic direction of the charity. The board consists of dedicated individuals who bring diverse skills and expertise to the charity. It meets regularly to make decisions on key matters, ensuring the charity's activities align with its charitable objectives. Our Trustees act in a voluntary capacity and receive no remuneration.
Governance Structure
Our charity is structured and operates in accordance with our governing document, which outlines our charitable objectives and guiding principles. We adhere to all relevant legal and regulatory requirements and report to the appropriate authorities.
Financial Management
Our charity is committed to sound financial management and transparency. We maintain proper financial records and regularly review financial performance. Annual financial statements are independently audited and the results are presented in this annual report. We ensure that funds are used for their intended purposes and strive for cost-effective operations.
The charity has a reserves policy 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 £401,503 of which an amount of £52,289 was held in restricted funds, with £84,400 in designated funds and £264,814 in free reserves. The trustees consider the state of the charity to be satisfactory, and that it is achieving its objectives.
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GOVERNANCE STATEMENT
Risk Management
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. We have a comprehensive risk management framework in place to identify and manage risks that may impact our charity's operations. 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.
Transparency and Accountability
Our charity is dedicated to transparency and accountability. We provide regular updates to our stakeholders through reports, meetings and communications. We comply with all reporting requirements.
Conflicts of Interest: Trustees and the staff team of our charity are required to disclose any conflicts of interest promptly. Any conflicts are managed with transparency and integrity.
Equal Opportunities and Diversity
We are committed to providing equal opportunities and promoting diversity in all our activities. We do not discriminate based on age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race (including colour, nationality and ethnic or national origin), religion or belief, sex or sexual orientation.
We are committed to upholding the highest standards of governance to ensure the efficient and effective operation of the charity. We are grateful for the support and trust of our funders, donors, fundraisers and stakeholders.
Lisa Mooney
Younger People with Dementia CIO Registered Charity No. 1171720
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ABOUT US AND HOW TO CONTACT US
Registered Office:
First Floor, Unit 9 Indigo House,
Fishponds Road, Wokingham, RG41 2GY
Bankers:
HSBC, 160 Crockamwell Road,
Woodley, Berkshire, RG5 3JJ
Independent Examiner:
Sue Jackson FCCA, Working Numbers Limited, 12 St Mary’s Road, Mortimer Common, RG7 3UE
Find us on social media...
Facebook: YPWD Berkshire
Instagram: @ypwdberkshire
X: @YPWD
Contact us via email, call our office or visit our website.
contact@ypwd.info
0118 207 2880
www.ypwd.info
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Charity Registration number 1171720
Younger People with Dementia CIO Report and Financial Statements For Period Ending 31 March 2023
Younger People with Dementia CIO Report and Financial Statements For Period Ending 31 March 2023
| Younger People with Dementia CIO Report and Financial Statements For Period Ending 31 March 2023 |
|
|---|---|
| Page | |
| Contents | 1 |
| Trustees and professional advisors | 2 |
| Report of Trustees | 3 |
| Independent Examiner's report | 4 |
| Balance sheet | 5 |
| Statement of Financial Activity | 6 |
| Notes to the Accounts | 7 to 11 |
Younger People with Dementia (Berkshire) CIO Trustees and Professional advisers For 12 Months Ending 31 March 2023
Trustees
Ms Lisa Mooney Mr Alain Wilkes Mrs Radhika Modha Mrs Kathy Taylor Dr Jacqueline Hussey Mrs Caroline Blanchette Mr David Fisher Dr Buchi Reddy
Chair Vice Chair Treasurer Until August 2022
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 3
Younger People with Dementia CIO Report of the Trustees For Period Ending 31 March 2023
Structure, Governance and Management
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
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. We have a comprehensive risk management framework in place to identify and manage risks that may impact our charity's operations. 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.
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 continued our pilot of our services in the area of Surrey Heath.
Charitable Activities
During the period our services were delivered face to face and on-line as required. This support included age-appropriate and meaningful workshops, micro-groups, 1:1 support, social events, Admiral Nurses to support carers and education courses.
Reserves Policy
The charity has a reserves policy 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 £401,503 of which an amount of £53,640 was held in restricted funds, with £84,400 in designated funds and £263,463 in free reserves. The trustees consider the state of the charity to be satisfactory, and that it is achieving its objectives.
A Detailed Report for Activities in 2023 is available on the Charity Commission site.
Signed Lisa Mooney
Date 10 January 2024
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Younger People with Dementia CIO Registered Charity no. 1171720
Independent Examiner's Report For Period Ending 31 March 2023
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 31/03/2023.
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.
SMJackson
SM Jackson FCCA WORKING NUMBERS LIMITED 12 St Mary’s Road Mortimer Common Reading RG7 3UE
Date: 1/12/2023
Page 5
Younger People with Dementia (Berkshire) CIO Balance Sheet As at 31 March 2023
| 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 Designated funds Restricted Income Funds Total Charity Funds |
2023 2023 2023 2022 Unrestricted funds Restricted income funds TOTAL TOTAL £ £ £ £ 3,690 - 3,690 4,555 |
|---|---|
| 3,690 - 3,690 4,555 |
|
| 235 235 1,337 350,529 53,640 404,169 412,234 |
|
| 350,764 53,640 404,404 413,571 |
|
| 6,591 - 6,591 7,254 |
|
| 6,591 - 6,591 7,254 |
|
| 344,173 53,640 397,813 406,317 |
|
| 347,863 53,640 401,503 410,872 |
|
| 263,463 - 263,463 302,381 84,400 84,400 - 53,640 53,640 108,491 |
|
| 347,863 53,640 401,503 410,872 |
These accounts were approved by the Trustees on 10th January 2023 and signed on their behalf by:
Signature Lisa Mooney Name Lisa Mooney Date 10/01/2023
Page 6
Younger People with Dementia CIO
Statement of Financial Activity
12 months ending 31 March 2023
| 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) Transfers between funds Net movement in Funds 13 Funds Brought forwards Total Funds Carried Forward |
Unrestricted Funds Restricted Funds Total Funds Total Funds 2023 2023 2023 2022 £ £ £ £ 154,158 262,750 416,908 335,480 4,364 572 4,936 2,310 970 - 970 27 |
|---|---|
| 159,492 263,322 422,814 337,817 |
|
| 10,024 49 10,073 6,345 104,186 317,474 421,660 385,555 450 - 450 435 |
|
| 114,660 317,523 432,183 392,335 |
|
| 44,832 (54,201) (9,369) (54,518) 650 (650) - - 45,482 (54,851) (9,369) (54,518) 302,381 108,491 410,872 465,390 |
|
| 347,863 53,640 401,503 410,872 |
Page 7
Younger People with Dementia CIO Notes to the Unaudited Accounts 12 Months Ending 31 March 2023
Note
1. Accounting background
Background
Younger People with Dementia 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 8
Younger People with Dementia CIO
Notes to the Unaudited Accounts
12 Months Ending 31 March 2023
Note
3. Analysis of Income
| 3. Analysis of Income |
|||||
|---|---|---|---|---|---|
| Donations andgifts Gift Aid Legacies General grants provided by government/other charities Total Events Other charitable activities Total Interest income Total 4. Government Grant funding DWP resource funding Donations and legacies: Charitable activities: Income from investments: TOTAL INCOME |
Unrestricted funds Restricted income funds 2023 2023 £ £ |
Total funds Total funds 2023 2022 £ £ |
|||
| Donations andgifts | 38,498 | 4,714 | 43,212 | 34,714 | |
| Gift Aid | 6,478 | 749 | 7,227 | 3,720 | |
| Legacies | - 1,517 | - | - 1,517 | ||
| General grants provided by government/other charities |
110,699 | 257,287 | 367,986 | 297,046 | |
| **Total ** | 154,158 | 262,750 | 416,908 | 335,480 | |
| - | |||||
| Events | 2,043 | 562 | 2,605 | 785 | |
| Other charitable activities | 2,322 | 10 | 2,332 | 1,525 | |
| Total | 4,364 | 572 | 4,936 | 2,310 | |
| Interest income | 970 | - | 970 | 27 | |
| **Total ** | 970 | - | 970 | 27 | |
| 159,492 | 263,322 | 422,814 | 337,817 | ||
| - 2023 2022 £ £ |
|||||
| Fundingfor staff member | - | 1,748 | |||
| **Total ** | - | 1,748 |
There were no unfilfilled conditions relating to this grant
Page 9
Notes to the Unaudited Accounts
12 Months Ending 31 March 2023
5. Analysis of expenditure
| Analysis Expenditure on raising funds: |
Unrestricted funds Restricted income funds Total funds Total funds 2023 2023 2023 2022 £ £ £ £ |
Unrestricted funds Restricted income funds Total funds Total funds 2023 2023 2023 2022 £ £ £ £ |
Unrestricted funds Restricted income funds Total funds Total funds 2023 2023 2023 2022 £ £ £ £ |
Unrestricted funds Restricted income funds Total funds Total funds 2023 2023 2023 2022 £ £ £ £ |
|---|---|---|---|---|
| Incurred seekingdonations | 10,024 | 49 | 10,073 | 6,345 |
| Total expenditure on raising funds | 10,024 | 49 | 10,073 | 6,345 |
| Expenditure on charitable activities: | ||||
| Cost ofproducts sold | - | - | - | 37 |
| Transaction costs | 130 | 54 | 184 | 377 |
| Operational staffing | 9,030 | 196,301 | 205,331 | 187,497 |
| Workshopcosts | - 10,987 | 62,835 | 51,848 | 44,575 |
| Client welfare | 2,747 | - | 2,747 | - |
| Accountancyand bookkeeping | 4,545 | - | 4,545 | 3,076 |
| Staffing | 47,594 | 29,844 | 77,438 | 95,765 |
| Bank charges | 313 | - | 313 | 34 |
| Business rates | 535 | 59 | 594 | 1,382 |
| Computer costs | 6,353 | 500 | 6,853 | 6,433 |
| Depreciation | 2,359 | - | 2,359 | 3,003 |
| General expenses | 1,268 | 134 | 1,402 | 1,439 |
| Health and Safetyconsumables | - | - | - | 302 |
| HR | 3,054 | - | 3,054 | 406 |
| Insurances | 2,464 | - | 2,464 | 2,066 |
| Legal fees | 18 | - | 18 | 2,400 |
| Marketing | 2,291 | 26,692 | 28,983 | 1,175 |
| Office costs | 18,780 | 634 | 19,414 | 23,105 |
| Printing postage and Stationary | 3,622 | 55 | 3,677 | 4,476 |
| Subscriptions | 265 | - | 265 | 264 |
| Telephone costs | 6,026 | - | 6,026 | 5,837 |
| Travel costs | 2,418 | 99 | 2,517 | 1,405 |
| Trustee and Volunteer costs | 1,362 | 266 | 1,628 | 500 |
| Total expenditure on charitable activities | 104,186 | 317,474 | 421,660 | 385,555 |
| Governance costs | ||||
| Independent Examiners fee | 450 | - | 450 | 435 |
| Totalgovernance costs | 450 | - | 450 | 435 |
| TOTAL EXPENDITURE | ||||
| 114,660 | 317,523 | 432,183 | 392,335 | |
| - - - |
6. Trustees Remuneration and Benefits
During the period the total Trustees Remuneration was £nil (2022:£nil)
Two trustees claimed Expenses for costs incurred on behalf of the charity totaling £88.90 (2022: £nil)
7. Staffing
No employees received employee benefits (excluding employer pension costs) for the reporting period of more than £60,000 (2022: £nil).
| than £60,000 (2022: £nil). | ||
|---|---|---|
| 2023 | 2022 | |
| Average head count during the year was: | 12 | 11 |
8. Independent Examiner's fee
The charity has accrued for an independent examiners fee of £450 (2022 - £435) No other fees were payable to the examiner or their firm in either year
Page 10
Notes to the Unaudited Accounts
12 Months Ending 31 March 2023
9. Fixed assets
| Cost Cost as at 31st March 2022 Additions during the year Disposal during the year Cost as at 31st March 2023 Accumulated Depreciation Balance as at 31st March 2022 Disposal during the year Charge for the year Balance as at 31st March 2023 Net Book Value at 31 March 2023 |
£ 10,566 1,495 (1,655) |
|---|---|
| 10,406 | |
| 6,012 (835) 1,540 |
|
| 6,716 | |
| 3,690 |
| 10. Debtors falling due within one year Trade debtors Prepayments Total Debtors 11. Creditors falling due within one year Trade Creditors Other Creditors Accruals Total Creditors |
2023 2022 £ £ 50 - 185 1,337 |
|---|---|
| 235 1,337 |
|
| 2023 2022 £ £ - 4,774 1,370 1,420 5,221 1,060 |
|
| 6,591 7,254 |
12. Movement in Funds
| As at 1st April 2022 Additions during the year Expenditure during the year Transfer between funds As at 31st March 2023 |
Unrestricted 2023 Designated 2023 Restricted 2023 TOTAL £ £ £ 302,381 - 108,491 410,872 159,492 263,322 422,814 (109,060) (5,600) (317,523) (432,183) (89,350) 90,000 (650) - |
|---|---|
| 263,463 84,400 53,640 401,503 |
Page 11
Notes to the Unaudited Accounts 12 Months Ending 31 March 2023
Charity funds
| Charity funds | ||||||
|---|---|---|---|---|---|---|
| Fund names | Fund | Fund balances brought forward £ |
Transfers between funds |
Income £ |
Expenditure £ |
Fund balances carried forward £ |
| ICB Funds(previouslycalled CCG) | R | 9,856 | 203,094 | (212,950) | - | |
| Equestrian | R | 4,113 | - | (4,113) | - | |
| Katakanuing | R | 2,092 | - | (2,092) | - | |
| Legacy | R | 66,065 | - | (26,306) | 39,759 | |
| Library | R | 550 | (550) | - | - | - |
| Stronger Together | R | 300 | - | 300 | ||
| Get Berkshire Active | R | 1,022 | 2,622 | (3,644) | - | |
| GoslingFoundation | R | 7,975 | - | (7,975) | - | |
| Former Employee | R | 100 | (100) | - | - | - |
| BigIssue | R | 4,000 | - | (4,000) | - | |
| Wokingham United Charities | R | 10,000 | - | (10,000) | - | |
| SurreyHeath | R | (1,775) | 33,193 | (31,418) | - | |
| Padworth | R | 3,452 | - | (3,452) | - | |
| Reminiscence/Unicorn | R | 599 | 5,000 | (159) | 5,440 | |
| Volunteer driver costs | R | 1,000 | 1,000 | - | 2,000 | |
| Alliance medical - SurreyPilot | R | - | 10,000 | (10,000) | - | |
| Alliance medical - children'sproject | R | - | 5,000 | 5,000 | ||
| All Together Now(Al'splace) | R | (858) | 3,413 | (1,413) | 1,142 | |
| Ethnic MinorityProject | D | - | 90,000 | (5,600) | 84,400 | |
| Otherfunds | U | 302,381 | - 89,350 | 159,492 | (109,060) | 263,463 |
| TOTAL FUNDS | 410,872 | - | 422,814 | **(432,183) ** | 401,503 |
R = Restricted Fund
U = Unrestricted/General Fund
D = Unrestricted/Designated
Page 12
Charity Registration number 1171720
Younger People with Dementia CIO Report and Financial Statements For Period Ending 31 March 2023
Younger People with Dementia CIO Report and Financial Statements For Period Ending 31 March 2023
| Younger People with Dementia CIO Report and Financial Statements For Period Ending 31 March 2023 |
|
|---|---|
| Page | |
| Contents | 1 |
| Trustees and professional advisors | 2 |
| Report of Trustees | 3 |
| Independent Examiner's report | 4 |
| Balance sheet | 5 |
| Statement of Financial Activity | 6 |
| Notes to the Accounts | 7 to 11 |
Younger People with Dementia (Berkshire) CIO Trustees and Professional advisers For 12 Months Ending 31 March 2023
Trustees
Ms Lisa Mooney Mr Alain Wilkes Mrs Radhika Modha Mrs Kathy Taylor Dr Jacqueline Hussey Mrs Caroline Blanchette Mr David Fisher Dr Buchi Reddy
Chair Vice Chair Treasurer Until August 2022
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 3
Younger People with Dementia CIO Report of the Trustees For Period Ending 31 March 2023
Structure, Governance and Management
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
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. We have a comprehensive risk management framework in place to identify and manage risks that may impact our charity's operations. 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.
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 continued our pilot of our services in the area of Surrey Heath.
Charitable Activities
During the period our services were delivered face to face and on-line as required. This support included age-appropriate and meaningful workshops, micro-groups, 1:1 support, social events, Admiral Nurses to support carers and education courses.
Reserves Policy
The charity has a reserves policy 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 £401,503 of which an amount of £53,640 was held in restricted funds, with £84,400 in designated funds and £263,463 in free reserves. The trustees consider the state of the charity to be satisfactory, and that it is achieving its objectives.
A Detailed Report for Activities in 2023 is available on the Charity Commission site.
Signed Lisa Mooney
Date 10 January 2024
Page 4
Younger People with Dementia CIO Registered Charity no. 1171720
Independent Examiner's Report For Period Ending 31 March 2023
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 31/03/2023.
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.
SMJackson
SM Jackson FCCA WORKING NUMBERS LIMITED 12 St Mary’s Road Mortimer Common Reading RG7 3UE
Date: 1/12/2023
Page 5
Younger People with Dementia (Berkshire) CIO Balance Sheet As at 31 March 2023
| 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 Designated funds Restricted Income Funds Total Charity Funds |
2023 2023 2023 2022 Unrestricted funds Restricted income funds TOTAL TOTAL £ £ £ £ 3,690 - 3,690 4,555 |
|---|---|
| 3,690 - 3,690 4,555 |
|
| 235 235 1,337 350,529 53,640 404,169 412,234 |
|
| 350,764 53,640 404,404 413,571 |
|
| 6,591 - 6,591 7,254 |
|
| 6,591 - 6,591 7,254 |
|
| 344,173 53,640 397,813 406,317 |
|
| 347,863 53,640 401,503 410,872 |
|
| 263,463 - 263,463 302,381 84,400 84,400 - 53,640 53,640 108,491 |
|
| 347,863 53,640 401,503 410,872 |
These accounts were approved by the Trustees on 10th January 2023 and signed on their behalf by:
Signature Lisa Mooney Name Lisa Mooney Date 10/01/2023
Page 6
Younger People with Dementia CIO
Statement of Financial Activity
12 months ending 31 March 2023
| 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) Transfers between funds Net movement in Funds 13 Funds Brought forwards Total Funds Carried Forward |
Unrestricted Funds Restricted Funds Total Funds Total Funds 2023 2023 2023 2022 £ £ £ £ 154,158 262,750 416,908 335,480 4,364 572 4,936 2,310 970 - 970 27 |
|---|---|
| 159,492 263,322 422,814 337,817 |
|
| 10,024 49 10,073 6,345 104,186 317,474 421,660 385,555 450 - 450 435 |
|
| 114,660 317,523 432,183 392,335 |
|
| 44,832 (54,201) (9,369) (54,518) 650 (650) - - 45,482 (54,851) (9,369) (54,518) 302,381 108,491 410,872 465,390 |
|
| 347,863 53,640 401,503 410,872 |
Page 7
Younger People with Dementia CIO Notes to the Unaudited Accounts 12 Months Ending 31 March 2023
Note
1. Accounting background
Background
Younger People with Dementia 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 8
Younger People with Dementia CIO
Notes to the Unaudited Accounts
12 Months Ending 31 March 2023
Note
3. Analysis of Income
| 3. Analysis of Income |
|||||
|---|---|---|---|---|---|
| Donations andgifts Gift Aid Legacies General grants provided by government/other charities Total Events Other charitable activities Total Interest income Total 4. Government Grant funding DWP resource funding Donations and legacies: Charitable activities: Income from investments: TOTAL INCOME |
Unrestricted funds Restricted income funds 2023 2023 £ £ |
Total funds Total funds 2023 2022 £ £ |
|||
| Donations andgifts | 38,498 | 4,714 | 43,212 | 34,714 | |
| Gift Aid | 6,478 | 749 | 7,227 | 3,720 | |
| Legacies | - 1,517 | - | - 1,517 | ||
| General grants provided by government/other charities |
110,699 | 257,287 | 367,986 | 297,046 | |
| **Total ** | 154,158 | 262,750 | 416,908 | 335,480 | |
| - | |||||
| Events | 2,043 | 562 | 2,605 | 785 | |
| Other charitable activities | 2,322 | 10 | 2,332 | 1,525 | |
| Total | 4,364 | 572 | 4,936 | 2,310 | |
| Interest income | 970 | - | 970 | 27 | |
| **Total ** | 970 | - | 970 | 27 | |
| 159,492 | 263,322 | 422,814 | 337,817 | ||
| - 2023 2022 £ £ |
|||||
| Fundingfor staff member | - | 1,748 | |||
| **Total ** | - | 1,748 |
There were no unfilfilled conditions relating to this grant
Page 9
Notes to the Unaudited Accounts
12 Months Ending 31 March 2023
5. Analysis of expenditure
| Analysis Expenditure on raising funds: |
Unrestricted funds Restricted income funds Total funds Total funds 2023 2023 2023 2022 £ £ £ £ |
Unrestricted funds Restricted income funds Total funds Total funds 2023 2023 2023 2022 £ £ £ £ |
Unrestricted funds Restricted income funds Total funds Total funds 2023 2023 2023 2022 £ £ £ £ |
Unrestricted funds Restricted income funds Total funds Total funds 2023 2023 2023 2022 £ £ £ £ |
|---|---|---|---|---|
| Incurred seekingdonations | 10,024 | 49 | 10,073 | 6,345 |
| Total expenditure on raising funds | 10,024 | 49 | 10,073 | 6,345 |
| Expenditure on charitable activities: | ||||
| Cost ofproducts sold | - | - | - | 37 |
| Transaction costs | 130 | 54 | 184 | 377 |
| Operational staffing | 9,030 | 196,301 | 205,331 | 187,497 |
| Workshopcosts | - 10,987 | 62,835 | 51,848 | 44,575 |
| Client welfare | 2,747 | - | 2,747 | - |
| Accountancyand bookkeeping | 4,545 | - | 4,545 | 3,076 |
| Staffing | 47,594 | 29,844 | 77,438 | 95,765 |
| Bank charges | 313 | - | 313 | 34 |
| Business rates | 535 | 59 | 594 | 1,382 |
| Computer costs | 6,353 | 500 | 6,853 | 6,433 |
| Depreciation | 2,359 | - | 2,359 | 3,003 |
| General expenses | 1,268 | 134 | 1,402 | 1,439 |
| Health and Safetyconsumables | - | - | - | 302 |
| HR | 3,054 | - | 3,054 | 406 |
| Insurances | 2,464 | - | 2,464 | 2,066 |
| Legal fees | 18 | - | 18 | 2,400 |
| Marketing | 2,291 | 26,692 | 28,983 | 1,175 |
| Office costs | 18,780 | 634 | 19,414 | 23,105 |
| Printing postage and Stationary | 3,622 | 55 | 3,677 | 4,476 |
| Subscriptions | 265 | - | 265 | 264 |
| Telephone costs | 6,026 | - | 6,026 | 5,837 |
| Travel costs | 2,418 | 99 | 2,517 | 1,405 |
| Trustee and Volunteer costs | 1,362 | 266 | 1,628 | 500 |
| Total expenditure on charitable activities | 104,186 | 317,474 | 421,660 | 385,555 |
| Governance costs | ||||
| Independent Examiners fee | 450 | - | 450 | 435 |
| Totalgovernance costs | 450 | - | 450 | 435 |
| TOTAL EXPENDITURE | ||||
| 114,660 | 317,523 | 432,183 | 392,335 | |
| - - - |
6. Trustees Remuneration and Benefits
During the period the total Trustees Remuneration was £nil (2022:£nil)
Two trustees claimed Expenses for costs incurred on behalf of the charity totaling £88.90 (2022: £nil)
7. Staffing
No employees received employee benefits (excluding employer pension costs) for the reporting period of more than £60,000 (2022: £nil).
| than £60,000 (2022: £nil). | ||
|---|---|---|
| 2023 | 2022 | |
| Average head count during the year was: | 12 | 11 |
8. Independent Examiner's fee
The charity has accrued for an independent examiners fee of £450 (2022 - £435) No other fees were payable to the examiner or their firm in either year
Page 10
Notes to the Unaudited Accounts
12 Months Ending 31 March 2023
9. Fixed assets
| Cost Cost as at 31st March 2022 Additions during the year Disposal during the year Cost as at 31st March 2023 Accumulated Depreciation Balance as at 31st March 2022 Disposal during the year Charge for the year Balance as at 31st March 2023 Net Book Value at 31 March 2023 |
£ 10,566 1,495 (1,655) |
|---|---|
| 10,406 | |
| 6,012 (835) 1,540 |
|
| 6,716 | |
| 3,690 |
| 10. Debtors falling due within one year Trade debtors Prepayments Total Debtors 11. Creditors falling due within one year Trade Creditors Other Creditors Accruals Total Creditors |
2023 2022 £ £ 50 - 185 1,337 |
|---|---|
| 235 1,337 |
|
| 2023 2022 £ £ - 4,774 1,370 1,420 5,221 1,060 |
|
| 6,591 7,254 |
12. Movement in Funds
| As at 1st April 2022 Additions during the year Expenditure during the year Transfer between funds As at 31st March 2023 |
Unrestricted 2023 Designated 2023 Restricted 2023 TOTAL £ £ £ 302,381 - 108,491 410,872 159,492 263,322 422,814 (109,060) (5,600) (317,523) (432,183) (89,350) 90,000 (650) - |
|---|---|
| 263,463 84,400 53,640 401,503 |
Page 11
Notes to the Unaudited Accounts 12 Months Ending 31 March 2023
Charity funds
| Charity funds | ||||||
|---|---|---|---|---|---|---|
| Fund names | Fund | Fund balances brought forward £ |
Transfers between funds |
Income £ |
Expenditure £ |
Fund balances carried forward £ |
| ICB Funds(previouslycalled CCG) | R | 9,856 | 203,094 | (212,950) | - | |
| Equestrian | R | 4,113 | - | (4,113) | - | |
| Katakanuing | R | 2,092 | - | (2,092) | - | |
| Legacy | R | 66,065 | - | (26,306) | 39,759 | |
| Library | R | 550 | (550) | - | - | - |
| Stronger Together | R | 300 | - | 300 | ||
| Get Berkshire Active | R | 1,022 | 2,622 | (3,644) | - | |
| GoslingFoundation | R | 7,975 | - | (7,975) | - | |
| Former Employee | R | 100 | (100) | - | - | - |
| BigIssue | R | 4,000 | - | (4,000) | - | |
| Wokingham United Charities | R | 10,000 | - | (10,000) | - | |
| SurreyHeath | R | (1,775) | 33,193 | (31,418) | - | |
| Padworth | R | 3,452 | - | (3,452) | - | |
| Reminiscence/Unicorn | R | 599 | 5,000 | (159) | 5,440 | |
| Volunteer driver costs | R | 1,000 | 1,000 | - | 2,000 | |
| Alliance medical - SurreyPilot | R | - | 10,000 | (10,000) | - | |
| Alliance medical - children'sproject | R | - | 5,000 | 5,000 | ||
| All Together Now(Al'splace) | R | (858) | 3,413 | (1,413) | 1,142 | |
| Ethnic MinorityProject | D | - | 90,000 | (5,600) | 84,400 | |
| Otherfunds | U | 302,381 | - 89,350 | 159,492 | (109,060) | 263,463 |
| TOTAL FUNDS | 410,872 | - | 422,814 | **(432,183) ** | 401,503 |
R = Restricted Fund
U = Unrestricted/General Fund
D = Unrestricted/Designated
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