Section 1: Achievements, Impacts, Governance
For the year ending 31st March, 2024
Younger People with Dementia CIO is a registered charity in England & Wales (1171720)
CONTENTS
Section 1: Introductions
| Section 1: 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 |
| A Year of Fundraising | 15 |
| Making Memories & The Children’s Project | 16 |
| Impact Stories: Meet Rob and Becky | 18 |
Grants, Looking Forward & Governance
Major Grant Recognition 20 Strategic Goals 22 Governance and Leadership 24 Governance Statement 26 Contact Us About Us and How to Contact Us 28
Section 2: Financial Review
Charity financial statements
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YPWD | ANNUAL REPORT 2023-24
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.YPWD I ANNUAL REPORT 2023-24
INTRODUCTION FROM OUR CHAIR OF TRUSTEES, LISA MOONEY
Lisa Mooney
Dear Supporters and Stakeholders,
Once again, I am pleased to be speaking to you as Chair of Trustees and presenting our annual report and accounts for the year April 2023 to March 2024.
This report reflects a year of significant accomplishments, challenges overcome, and ongoing commitment to our vision, mission and values.
It has been a wonderful year which has seen us build our provision to include Cognitive Stimulation Therapy, a series of activities to support children of those with a parent with young onset dementia and a pilot of our model commencing in Woking, Surrey, in February. These successes reflect our continued goal to deliver quality driven, meaningful services to those we support.
Our financial position remains sound in what was a challenging year. We are continually thankful to the Integrated Care Boards of Frimley and Berkshire West who provide much needed funding, but we continue to apply for grants, seek donations and fundraise in what is an increasingly competitive market. Our current financial position has enabled us to continue delivering high-quality services and to invest in our future.
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INTRODUCTION FROM OUR CHAIR OF TRUSTEES
As we look to the future, our focus remains continuing to deliver and improve our service provision supporting those living with young onset dementia.
I extend my deepest gratitude to our trustees, staff, volunteers and supporters. Your dedication and support are vital to our success and inspire us every day. Together, we look forward to another year of making a meaningful difference.
Thank you for your continued support and engagement.
Yours sincerely,
Lisa Mooney Chair of the Board of Trustees, Younger People With Dementia CIO
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INTRODUCTION FROM DIRECTORS OF CLINICAL & OPERATIONAL SERVICES
Wow, what a year it has been.
We have seen the growth in services provided with expansion through a pilot project into the Woking area, the first step of what we hope will be an expansion to incorporate our services within North-West Surrey. We were also awarded a three-year contract with Frimley Integrated Care Board (ICB) to enable us to embed a full-time service within the area as well as recruit an Admiral Nurse. Berkshire West ICB also confirmed a one-year contract, reviewable at the end of March 2025.
We saw the launch of our Making Memories Scheme in June 2023 thanks to the seed funding of Bearwood Lakes Golf Club. You can read more about the amazing experiences that have taken place during the year within this report.
We have continued to work on reducing health inequalities within the community, initiatives including presentations at events and conferences, as well as hosting our own events.
In conjunction with Admiral Nurses, we continued our partnership with the Museum of English Rural Life (MERL) and Reading University, to deliver the second phase of the project in supporting children who have a parent living with young onset dementia. There were 9 participants in the sessions over the summer who were aged between 6-20 years old. We will undertake the third phase of this project in 2024.
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We were pleased to note that during the period NHS England started reporting those with a formal diagnosis of young onset dementia on the GP Quality and Outcomes Framework (QOF) register for the first time. Previously this was only reported for older adults. This is a great step forward.
We saw the launch of another of our range of reminiscence books, “Working All Hours”, which is available via our website or the Bell Bookshop in Henley.
We were also delighted to be able to share at a private viewing of the much awaited award winning film “If Not Now, When?” starring BAFTA winning actor Kate Dickie. The film tells the story of a woman diagnosed with young onset Alzheimer’s disease. It is a hard hitting, absorbing and memorable film that seeks to bring awareness, reduce stigma, and foster understanding of the unique emotional and practical challenges faced by those affected. We were honoured to have worked with the film team through its journey to production.
In conclusion, we welcome you to our Annual Report and Accounts for the charity for the financial year ending 31 March 2024. This report provides an overview of our performance, achievements and our on-going strategic direction.
Once again, we thank you for your ongoing support – we really couldn’t do it without you.
Caroline Blanchette & Charlie Draper Joint Directors 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
Innovative Supportive Enabling Inclusive
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OUR IMPACT & HIGHLIGHTS
During the year we have delivered...
638
Activity based workshops
72
One to one support sessions
Our activity-based workshops have included art, animal therapy, archery, climbing and racket sports. These ran across Berkshire & Surrey Heath.
We offer one to one support sessions for a limited time period to ease the transition for those we support into a group setting, helping build confidence & trust.
TRAIN JOURNEY DAY TRIPS
From June to July 2023 our team in Berkshire planned and delivered six weeks of train journey workshops, offering a day out for the people we support. Each week we boarded the train from Wokingham and visited a museum, including Aldershot Military Museum, Farnborough Air Sciences Museum and the Oxford Natural History Museum.
26
Micro Carer Education group support Courses sessions 17 groups 2
Our team also delivered a Cognitive Stimulation Therapy course for people living with young onset dementia, which ran for 14 sessions. You can find out more about all of the events we ran from page 12.
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CELEBRATION OF OUR WORKSHOPS IN PICTURES
Our specialist team provide activity-based workshops for people diagnosed with young onset dementia. Our workshops run through the working week, Monday to Friday, and are run in programmes of 6 weeks. This means that the activities offered are always changing to reflect the needs and interests of our service users, with the exception of our young onset dementia choirs which run consecutively throughout the year.
Sunshine Choir
Shooting Range
Archery
Katakanuing
Gardening
Climbing
Equine Therapy
Animal Therapy
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Yp D I ANNUAL REPORT 2023-24
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 2023 and 2024 which included a barn dance, a 1970’s disco, a Christmas meal and pantomime trip and a beach trip to Boscombe.
Dementia Action Week Barn Dance Boscombe Beach Trip Community Festival
SINGING FOR DEMENTIA ACTION WEEK
COMMUNITY FESTIVAL AT THE UNIVERSITY OF READING
May 2023
On Tuesday 16th May 2023 in aid of Dementia Action Week, Dementia Friendly Wokingham and partner charities hosted an information event in central Wokingham. The event offered dementia friendly taster activity sessions and gave people the opportunity to talk to representatives from local charities, Dementia Care Advisors, Wokingham Borough Council and emergency services. Our YPWD Harmony Choir were lucky enough to sing in Peach Place as part of the event, led by our Choir Lead Sabrina Findlay.
May 2023
Our staff and volunteers enjoyed a wholesome day at the Community Festival at the University of Reading on Saturday 13th May. We ran an inclusive flag activity for families which was enjoyed by all, it was so lovely to see such a variety of flags and some great artists. We had everything from Pokémon to the Underground Tube sign.
Amy, Karen, Peter, Sue & Caroline really enjoyed speaking to people about what the charity does and raising awareness of young onset dementia.
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TUTU’S COMMUNITY EVENT October 2023
We always try to ensure that no one is left behind, adopting an inclusive approach whilst addressing young onset dementia in diverse communities. In support of this we held a celebration of heritage event on 9th October 2023 at Tutu’s Ethiopian Table.
Attendees included healthcare professionals, community leaders, policy makers and individuals who helped us in fostering dialogue, sharing experiences and collaborating on solutions that address the diverse needs of our communities.
‘IF NOT NOW, WHEN?’ FILM SCREENING October 2023
We helped to produce the award-winning film ‘If Not Now, When?’ with a group of amazing filmmakers. This groundbreaking short film was written and directed by Nick Tree, and stars BAFTA winning actor Kate Dickie.
‘If Not Now, When?’ follows the life of a woman living alone with young onset dementia. We were pleased to host a private film screening of the film on the 11th October at Everyman Cinema, Wokingham, which was followed by a special Q&A session. This was chaired by Lisa Mooney, Chair of Trustees, with Nick Tree, writer and director, Andrew Rawson, producer, Neil Edson, producer, Aadel Nodeh-Farahani, director of photography, Tom Keech, composer of original score and Dr. Jacqui Hussey, Trustee of YPWD.
The film is currently within the film festival circuit, and we are looking forward to sharing this with you all in the near future.
Speaking at Tutu’s
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Our Area Managers
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Everyman Cinema
Q&A with filmmakers
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WORKING ALL HOURS BOOK LAUNCH November 2023
We were really excited to launch the charity’s third reminiscence book for people living with young onset dementia. The launch of “Working All Hours” took place at the Bell Bookshop, Henley on Thames, with a prosecco reception. Previous books we have produced have been “British Seaside” and “Around the World in Many Ways.” Across studies, reminiscence therapy has been shown to positively influence people living with dementia and can provide a sense of overall life satisfaction and coping skills and may also help to ameliorate the symptoms of depression and dementia.
Our new book
The Bell Bookshop
ANNUAL CHRISTMAS CONCERT December 2023
Our annual Christmas Concert took place on Tuesday the 12th of December at the Whitty Theatre in Wokingham, featuring our YPWD choirs from Berkshire and Surrey. The Harmony and Sunshine Choirs sounded amazing and were excited to showcase what they had been working on. Songs included an Elvis Presley medley and an original song composed and performed by the Sunshine Choir.
We were also very lucky to hear from beneficiaries of our charity, who spoke about the support they have received from our team. We would like to thank them for sharing and can confirm that there was not a dry eye in the theatre. In the interval, we offered a complimentary glass of prosecco, mulled wine, or a hot drink – the hit of the night was a hot chocolate with cream. The raffle prizes included art sets, experience day tickets, bottles of alcohol and much more.
We can’t wait to see you all at the 2024 concert!
Sunshine Choir
Front of House
Our Dementia Choirs
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A YEAR OF FUNDRAISING
Fundraising events 28 completed
We had an amazing 28 people fundraise for us from April 2023 to 2024. Here are some of our fundraising highlights...
LONDON MARATHON
On the 23rd April 2023, Sian ran the London Marathon in memory of her uncle. Our charity provided support for John throughout his young onset dementia diagnosis. The total amount raised including Gift Aid was an amazing £2752.75! Sian says... “My uncle, John, had been living with Alzheimer's for ten years since being diagnosed in his early 60s. John was a wonderful man who loved a laugh, and YPWD gave him a LOT of laughter over those ten years. Sadly, John passed away last September. I can't think of a better way to celebrate him than to raise money for this wonderful charity.”
BANANA TRIATHLON
On the 1st July 2023 we had five participants taking part in triathlon events at Dorney Lake including the Super Sprint, Sprint, Challenge and Olympic events. We also had twelve amazing people taking part in team relays and duathlons. These amazing participants raised an incredible £7,493.00 including Gift Aid.
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London Marathon Banana Triathlon London to Brighton Knitting for donations
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LONDON TO BRIGHTON CYCLE RIDE
On the 9th October 2023 Lisa, Leesa, Senthil & Anand took part in the London to Brighton Cycle Ride, cycling 55 miles for YPWD, raising 1,708.67 including Gift Aid.
KNITTING FOR A GOOD CAUSE
Linda spent all of 2023 knitting to create an array of handmade Christmas decorations which she then sold to raise money. In December at Cove Ivy Leaf Club, Linda raised over £500.00 from selling her beautifully knitted goods.
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LAUNCHING THE MAKING MEMORIES SCHEME
In June of 2023 we launched the Making Memories Scheme, which was made possible by the support of seed funding from Bearwood Lakes Golf Club. Making Memories funds wishes that help people with a young onset dementia diagnosis to enjoy a unique experience of a lifetime. From June 2023 to March 2024, we granted one wish a month to a person that we support, up to the value of £500. Experiences included a 4x4 Off Road Challenge & Rally Stage Passenger Experience, a VIP visit to Millwall’s football stadium and tickets to a game, a weekend away to the Isle of Wight and tickets for the whole family to Longleat Safari Park.
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Milwall F.C. Blenheim Palace Silverstone Rally School The Tank Museum
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THE CHILDREN’S PROJECT
Having secured further funding from Research England, we were pleased to be able to run activity sessions for children with a parent with young onset dementia in conjunction with The Museum of English Rural Life, Reading University and Berkshire Healthcare NHS Foundation Trust. In this second series the focus was on building upon the skills developed previously with creativity, craft and arts dominating our work together. The programme involved various activities inspired by the museum’s collections and spaces including willow weaving, painting, sketching and nature tiles. There was noted growth in confidence, self-esteem, creativity and skills. At the end of the programme the work produced was shared at the Museum as a pop up and again at the museum's Youth Manifesto Launch event. We are looking forward to the third series next year.
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IMPACT STORIES: ROB AND BECKY
“The support and sense of family that there is with the other attendees, volunteers & staff is incredible.”
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Rob and his daughters
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We noticed subtle changes in our dad starting around 7 years ago. He started to have trouble understanding instructions and found this frustrating. Forgetting things and repeating himself. To start with we thought this was down to stress at work but when it continued after he left his job, we realised that the stress at work was caused by his new frustrations. It took some convincing to get him to go and see the doctor but we’re very glad that he did as it eventually got him involved in the Younger People with Dementia (YPWD) charity that has been an absolute support over the first year he was diagnosed but even more so in the past months.
Our Mum died in June 2022 and understandably it hit the family incredibly hard. We can’t even imagine how it has felt to Dad who was also dealing with this scary change in his life at the same time. He had been signed up for activities with YPWD but didn’t want to attend anything and had trouble with wanting to leave the house or be around anyone that weren’t immediate family.
A new set of workshops were released and we signed him up for golf. We think he was nervous to attend but he did, and we were very proud of him for going. The support and sense of family that there is with the other attendees, volunteers & staff is incredible.
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Over the next few weeks, we saw our dad grow in confidence and want to go to the workshops. They cared on a deeper level about a man who not only has young onset dementia but also has just lost his wife. We are incredibly grateful for this.
Over 18 months on and dad is now part of the charity’s choir, he enjoys the bowling, walking and craft workshops. He has made friends and looks forward to each week meeting up with them. This is all down to the amazing work that the charity does, not only with those that attend but also their families and those supporting the person with dementia.
We don’t know where Dad would be without this support and different focus. We are forever grateful for the continued work that they do.”
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MAJOR GRANT RECOGNITION
We couldn’t do the work we do with the generous support we get through grants. We are so pleased to share the names of those who have provided us with grants during the reporting period:
SSL
Tesco
Waitrose
D'Oyly Carte Postcode Lottery Altor Foundation Shanly Foundation Anton Jurgens Trust Global’s Make Some Noise
Integrated Care Board of Frimley Berkshire Community Foundation Utley Foundation - Power of Music Integrated Care Board of Berkshire West
CHARITY OF THE YEAR
We wanted to say a huge thank you to the amazing organisations who supported us throughout 2023 and 2024, choosing our charity as their Charity of the Year. Each of these organisations fundraised in aid of YPWD or made donations which allowed us to continue
providing our vital support services for families living with young onset dementia. You are all amazing, thank you.
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STRATEGIC GOALS
We have continued to work on our strategic goals, which include:
Service Delivery and Education
Continuously deliver and expand our existing workshops, timelimited 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.
Awareness
Raise awareness and recognition of young onset dementia and engage in efforts to influence dementia friendly practices within our wider community.
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STRATEGIC GOALS
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 much valued 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.
Younger People with Dementia is dedicated to achieving these strategic goals, in line with our vision, mission and core values.
WHAT OUR CARERS SAY...
What you & your colleagues do for us is above & beyond.
Our charity provides support for not only the person living with young onset dementia, but their carers and families as well.
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GOVERNANCE AND LEADERSHIP
Meet our leadership team who govern and lead the charity.
Our board of Trustees during this period:
Lisa Mooney, Chair of Trustees | Alain Wilkes, Deputy Chair of Trustees David Fisher | Dr Jacqueline Hussey | Dr Buchi Reddy | Kathy Taylor Radhika Modha, Treasurer
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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YPWD I ANNUAL REPORT 2023-24
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 Chair of the Board of Trustees Younger People with Dementia CIO
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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 Crockhamwell 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 & LinkedIn: Younger People with Dementia Instagram & YouTube: @youngerpeoplewithdementia 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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Section 2: Consolidated financial statements
For the year ending 31st March, 2024
Younger People with Dementia CIO is a registered charity in England & Wales (1171720)
Younger People with Dementia (Berkshire) CIO Trustees and Professional advisers For the year ending 31 March 2024
Trustees
Ms Lisa Mooney Mr Alain Wilkes Miss Radhika Modha Mrs Kathy Taylor Dr Jacqueline Hussey 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
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Younger People with Dementia CIO Report of the Trustees For the year ending 31 March 2024
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
The Trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls arein 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, Slough, Surrey Heath, North East Hampshire and Farnham through the provision of support, education and general advice. During the period we have also commenced a pilot of our services in the area of Woking.
Charitable Activities
During the period we have provided age-appropriate and meaningful workshops, micro-groups, 1:1 support, social events, Admiral Nurses to support carers and education courses.
Reserves Policy
The reserves policy of the charity is to maintain free reserves, at a sufficient level which enables the charity to operate in the short term (6 Months), based on a coremonthly spend of £50,000 this would be £300,000. The remainder of the Charity's reserves are distributed in accordance with its objectives. The total reserves at the year end date were £422,119 of which an amount of £54,959 was held in restricted funds, with £107,514 in designated funds and £259,646 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 year ending March 2024 is available on the Charity Commission site.
Signed Lisa Mooney Date 19/11/2024
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Younger People with Dementia CIO Registered Charity no. 1171720
Independent Examiner's Report For the year ending 31 March 2024
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 31/03/2024.
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: 19/11/2024
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Younger People with Dementia (Berkshire) CIO. Balance Sheet
For the year ending 31 March 2024
| 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 |
2024 2024 2024 2023 Unrestricted funds Restricted income funds TOTAL TOTAL £ £ £ £ 4,147 - 4,147 3,690 4,147 - 4,147 3,690 6,370 6,370 235 366,121 54,959 421,080 404,169 372,491 54,959 427,450 404,404 9,478 - 9,478 6,591 9,478 - 9,478 6,591 363,012 54,959 417,971 397,813 367,160 54,959 422,119 401,503 259,646 - 259,646 263,463 107,514 107,514 84,400 - 54,959 54,959 53,639 367,160 54,959 422,119 401,503 - |
|---|---|
These accounts were approved by the Tustees on 19 November 2024 and signed on their behalf by:
Signature Lisa Mooney, Chair of Trustees
Date 19/11/2024
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Younger People with Dementia CIO
Statement of Financial Activity For the year ending 31 March 2024
| Note Income: Donations and Legacies (including Grants) 3, 4 Charitable Activities Other trading activities Investments Other income Total Income Expenditure: Raising funds 5 Charitable Activities 5 Governance Costs 5 Total Expenditure Net income/(Expenditure) Transfer between funds Net movement in Funds 13 Funds Brought forwards Total Funds Carried Forward |
Unrestricted Funds Restricted Funds Total Funds Total Funds 2024 2024 2024 2023 £ £ £ £ 176,501 436,176 612,677 416,908 6,107 231 6,338 4,936 - - - - 3,958 - 3,958 970 |
|---|---|
| 186,566 436,407 622,973 422,814 |
|
| 19,627 1,000 20,627 10,073 188,145 393,189 581,334 421,660 396 - 396 450 |
|
| 208,168 394,189 602,357 432,183 |
|
| (21,602) 42,218 20,616 (9,369) 40,899 (40,899) - 19,297 1,319 20,616 (9,369) 347,863 53,640 401,503 410,872 |
|
| 367,160 54,959 422,119 401,503 |
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Younger People with Dementia CIO Notes to the Unaudited Accounts For the year ending 31 March 2024
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
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Younger People with Dementia CIO
Notes to the Unaudited Accounts For the year ending 31 March 2024
Note
3. Analysis of Income
| Analysis of Income | |||||
|---|---|---|---|---|---|
| Donations and legacies: Charitable activities: Income from investments: TOTAL INCOME |
Unrestricted funds Restricted income funds Total funds Total funds 2024 2024 2024 2023 £ £ £ £ |
||||
| Donations andgifts | 63,646 | 11,631 | 75,277 | 43,212 | |
| Gift Aid | 3,586 | 1,948 | 5,534 | 7,227 | |
| Legacies | - | - | - | (1,517) | |
| Grants | 109,269 | 422,597 | 531,866 | 367,986 | |
| **Total ** | 176,501 | 436,176 | 612,677 | 416,908 | |
| Events | 973 | - | 973 | 2,605 | |
| Other charitable activities | 5,134 | 231 | 5,364 | 2,332 | |
| Total | 6,107 | 231 | 6,338 | 4,936 | |
| Interest income | 3,958 | - | 3,958 | 970 | |
| **Total ** | 3,958 | - | 3,958 | 970 | |
| 186,566 | 436,407 | 622,973 | 422,814 |
4. Government Grant funding
There were no government grants in 2024 (2023 - none)
Page 9
Notes to the Unaudited Accounts For the year ending 31 March 2024
5. Analysis of expenditure
| Analysis Expenditure on raising funds: |
Unrestricted funds Restricted income funds Total funds Total funds 2024 2024 2024 2023 £ £ £ £ |
Unrestricted funds Restricted income funds Total funds Total funds 2024 2024 2024 2023 £ £ £ £ |
Unrestricted funds Restricted income funds Total funds Total funds 2024 2024 2024 2023 £ £ £ £ |
Unrestricted funds Restricted income funds Total funds Total funds 2024 2024 2024 2023 £ £ £ £ |
|---|---|---|---|---|
| Incurred seekingdonations | 19,627 | 1,000 | 20,627 | 10,073 |
| Total expenditure on raising funds | 19,627 | 1,000 | 20,627 | 10,073 |
| Expenditure on charitable activities: | ||||
| Cost ofproducts sold | 5,934 | - | 5,934 | - |
| Transaction costs | - | - | - | 184 |
| Operational staffing | (6,662) | 298,396 | 291,735 | 205,331 |
| Workshopcosts | (6,234) | 84,186 | 77,952 | 51,848 |
| Client welfare | - | - | - | 2,747 |
| Accountancyand bookkeeping | 6,112 | - | 6,112 | 4,545 |
| Staffing | 118,281 | 7,916 | 126,198 | 77,438 |
| Bank charges | 145 | - | 145 | 308 |
| Business rates | 1,195 | - | 1,195 | 594 |
| Computer costs | 8,884 | - | 8,884 | 6,853 |
| Depreciation | 2,424 | - | 2,424 | 2,359 |
| General expenses | 1,076 | 556 | 1,632 | 1,403 |
| HR | 1,398 | - | 1,398 | 3,054 |
| Insurances | 3,063 | - | 3,063 | 2,464 |
| Legal fees | 795 | - | 795 | 18 |
| Marketing | 13,480 | 20 | 13,500 | 28,983 |
| Office costs | 21,714 | 94 | 21,808 | 19,414 |
| Printing postage and Stationary | 4,777 | 369 | 5,147 | 3,677 |
| Subscriptions | 680 | - | 680 | 265 |
| Telephone costs | 8,544 | 100 | 8,644 | 6,026 |
| Travel costs | 791 | 1,337 | 2,128 | 2,517 |
| Trustee and Volunteer costs | 1,749 | 214 | 1,963 | 1,628 |
| Total expenditure on charitable activities | 188,145 | 393,189 | 581,334 | 421,660 |
| Governance costs | ||||
| Independent Examiners fee | 396 | - | 396 | 450 |
| Total other expenditure | 396 | - | 396 | 450 |
| TOTAL EXPENDITURE | ||||
| 208,168 | 394,189 | 602,357 | 432,183 |
6. Trustees Remuneration and Benefits
During the period the total Trustees Remuneration was £nil (2023: £nil)
Other than reimbursement for costs incurred on behalf of the chariy there were no trustee expenses (2023: £Nil)
7. Staff costs and employee benefits
| Wages and salaries Social security costs Pension costs Total Average head count during the year was: |
2024 2023 £ £ 372,855 253,930 26,285 17,071 10,212 7,083 |
|---|---|
| 409,352 278,084 |
|
| 2024 2023 15 12 |
No employees received employee benefits (excluding employer pension costs) for the reporting period of more than £60,000 (previous year also nil).
8. Independent Examiner's fee
The charity has accrued for an independent examiners fee of £396 (2023: £450) No other fees were payable to the examiner or their firm in either year
Page 10
Notes to the Unaudited Accounts For the year ending 31 March 2024
9. Fixed assets
| Cost Cost as at 31st March 2023 Additions during the year Disposal during the year Cost as at 31st March 2024 Accumulated Depreciation Balance as at 31st March 2023 Disposal during the year Charge for the year Balance as at 31st March 2024 Net Book Value at 31 March 2024 10. Debtors falling due within one year Trade debtors Accrued income Prepayments Total Debtors 11. Creditors falling due within one year Trade Creditors Accruals Taxation and social security Total Creditors |
2024 £ - 6,370 - |
£ |
|---|---|---|
| 10,406 2,881 - |
||
| 13,287 | ||
| 6,716 - 2,424 |
||
| 9,140 | ||
| 4,147 | ||
| 2023 £ 50 - 185 |
||
| 6,370 | 235 | |
| - 2024 £ 849 5,075 3,554 |
- 2023 £ - 5,221 1,370 |
|
| 9,478 | 6,591 |
12. Movement in Funds
| Movement in Funds | |
|---|---|
| Unrestricted 2024 Designated 2024 Restricted 2024 TOTAL £ £ £ |
|
| As at 1st April 2023 Additions during the year Expenditure During year Transfer between funds As at 31st March 2024 |
263,463 84,400 53,640 401,503 186,566 436,407 622,973 (190,383) (17,785) (394,189) (602,357) - 40,899 (40,899) - |
| 259,646 107,514 54,959 422,119 |
The transfers between funds reflect the categorisation of 'Als Place' and the 'Legacy' fund as designated funds This follows a review of the original terms of gift
Movement in Funds - prior year comparison
| As at 1st April 2022 Additions during the year Expenditure During 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 |
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