ANNUAL REPORT Section l." Achievements, Impacts, Governance , A PWD Younger People With Pementia For the year ending 31st March. 2025 cio Younger People with Dementia is a registered charity in England & Wales (1171720)
REPORT CONTENTS Section I Introductions Introduction from Chair of Trustees Introduction from Director of Clinical & Operational Services Our Vision, Achievements & Impact Our Core Values, Mission Statement and Vision Our Impact and Highlights from the Year Celebration of our Workshops in Pictures Notable Events 10 12 A Year of Fundraising Making Memories Scheme Impact stories: Evie, Janet & John 18 20 22 Grants, Goals & Governance Major Grant Recognition strategic Goals Governance and Leadership Governance Statement 24 25 26 27 Contact Us About us and How to Get in Touch 32 Section 2 Financial Review Charity Financial Statements
INTRODUCTION LISA MOONEY CHAIR OF THE BOARD OF TRUSTEES, YOUNGER PEOPLE WITH DEMENTIA It is my great privilege to introduce this year's Annual Report for Younger People with Dementia (YPWD). This has been another year of both challenge and achievement. As a charity, our mission remains clear: to provide meaningful support, opportunities and hope for people diagnosed with young onset dementia and their families. Every activity we deliver, every connection we make, and every story we hear, reminds us why YPWD exists - to ensure that younger people with dementia are not forgotten, but instead empowered to live with dignity, purpose and joy. We could not do this without the dedication of our staff, volunteers, trustees and of course the families who place their trust in us. Their resilience, creativity and compassion continue to inspire us. We are also deeply grateful to the Integrated Care Boards of Berkshire, Oxfordshire and Buckinghamshire (BOB) and to Frimley, our supporters, donors and partners whose funding and generosity makes our work possible. Over the past year, YPWD has delivered a broad range of engaging age-appropriate and meaningful activities for those with a diagnosis of dementia, education courses, support groups and social events. These achievements not only reflect the hard work of our team but also demonstrate the growing recognition of the unique needs of younger people living with dementia.
As we look ahead, our focus is firmly on sustainability and growth. We know the demand for our services continues to rise and we are determined to meet that need with the same energy, compassion and innovation that have defined YPWD from the start. On behalf of the Board of Trustees, I want to thank everyone who has been part of our journey this year. Together, we are building a community of support and understanding where younger people with dementia and their families can thrive. Thank you for your continued support and engagement. Yours sincerely, Chair of the Board of Trustees, Younger People With Dementia
INTRODUCTION FROM DIRECTORS OF CLINICAL & OPERATIONAL SERVICES We are so pleased to share with you this year's Annual Report for Younger People with Dementia (YPWD). This past year has once again highlighted both the importance of our work and the incredible resilience of the people we support. Living with young onset dementia presents unique challenges, not only for the individual but also for their families and carers. Our goal at YPWD is to support people on that journey, offering practical support, meaningful activities and a strong sense of community. Over the past year, we have been proud to continue providing vital services for those living with young onset dementia. We were also delighted at the recognition received within the film circuit and charity awards of our award-winning film 'lf Not Now, When?, which shares the powerful story of a woman diagnosed with young onset dementia. This film will play a central role in the training arm of our charity, serving as a catalyst for greater understanding and change. The delivery and development of our services continue to be guided by the voices of those directly affected. Their feedback ensures that what we offer remains age-appropriate, meaningful, compassionate and truly effective. We are also proud of the partnerships we have built with the Integrated Care Boards of Frimley and Berkshire, Oxfordshire and Buckinghamshire, local authorities, healthcare providers, funders,
community organisations and companies that have selected us as their charity of choice. Collaboration has been key in strengthening the support available to younger people with dementia and it is something we will continue to prioritise. As Lisa has said, none of this would be possible without the extraordinary commitment from our staff, volunteers, trustees and supporters. We are really appreciative of their energy, creativity and belief in our vision and mission. To our donors, funders and those who have selected us as charity of choice, your generosity sustains our work and allows us to reach more people each year, thank you. Looking ahead, we recognise that demand for our services will continue to grow, not only within the areas we currently support, but also in surrounding regions and across the UK. Our priority will be to ensure the long-term sustainability of YPWD, enabling us to meet this growing need with compassion and innovation. At the same time, we will explore opportunities to expand into other parts of the country where we know our services can make a meaningful difference. Joint Directors of Clinical and Operational Services
OUR VISION, MISSION, VALUES AND STRATEGY 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, 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
IMPACT & HIGHLIGHTS * ¢1 During the year we have delivered Activity based workshops 167 One to one support sessions Our activity-based workshops have included yoga, fitness, cooking, equine therapy, art, gardening and wall climbing, to name only a few. These sessions ran across Berkshire, Surrey Heath, North East Hampshire, Farnham and Woking 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 to build confidence & trust. Following an increase in referrals, this year we offered over double the amount of one to ones 72 Micro group sessions 14 Carer support groups Education courses Our team also supported 14 support groups for rarer dementias and delivered bite size training across the year. We are proud to have hosted 9 social events, which you can read more about on page l2.
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. Circus Skills ¢.<. Waltham Place Farm Art & crafts Gardening Dance Animal Therapy Equine Therapy Sunshine Choir 10
NOTABLE EVENTS Introduced to bring together everyone we support and their loved ones, our All Together Now events have quickly become cherished highlights. From April 2024 to March 2025, we hosted a spring afternoon tea, a summer BBQ and barn dance, and a festive Christmas dinner. At Christmas time, more than 60 families from Berkshire, Surrey Heath, North-East Hampshire and Farnham joined us, reflecting the growth and reach of our services. Afternoon Tea Barn Dance WOKING PILOT PROJECT LAUNCH In April 2024, we proudly launched our pilot project in Woking with music, workshops and a networking lunch. The day began with a presentation from our Director, Caroline Blanchette, followed by a performance from the Sunshine Choir in the town square. Clare, our Surrey Area Manager, then led a reminiscence taster workshop, giving a flavour of our activity-based approach. The event closed with a networking lunch, bringing together professionals and our team to explore future collaboration. 12
THE ALZHEIMER'S & DEMENTIA SHOW Across two days in June, our team proudly represented YPWD at the Alzheimer's & Dementia Show, sharing our work with healthcare professionals and the public. We delivered talks, provided a reminiscence workshop using our new book and showcased Stronger Together, a collaborative project supporting children and young people with a parent living with young onset dementia. We were delighted to be joined by long-term partners Philippa Heath from the Museum of English Rural Life and Professor Arleen Austell from the University of Reading. These events highlight our passion for raising awareness and strengthening support for people living with dementia and their carers. WORLD ALZHEIMER'S DAY PERFORMANCES On World Alzheimer's Day, September 21st, our young onset dementia choirs, Harmony and Sunshine, were honoured to perform at Windsor Castle in the stunning Moat Garden and St George's Hall. Despite the rain, the Sunshine Choir and Singing in Harmony lit up the day with music and joy, raising awareness of living well with dementia. A heartfelt thank you to the Royal Collection Trust for their wonderful support and hospitality, as always! 13
ITh Younger Feople With Pementia cio ANNUAL CHRISTMAS CONCERT 2024 Our annual Christmas Concert, featuring our two dementia choirs, Sunshine and Harmony, was a resounding success. Tickets sold out weeks in advance, and the Whitty Theatre was filled with festive cheer, helped along by hot chocolate, mulled wine and Prosecco. The highlight of the evening was four moving speeches from those we support, leaving barely a dry eye in the house. We're so grateful to everyone who attended, donated raffle prizes and made the night so special. We can't wait to see you all at the 2025 concert on Tuesday 9th December at Norden Farm Centre for the Arts! A special thank you goes to the FSP Foundation, whose generous sponsorship - our first ever for this event - made a lasting impact on the people at the heart of our charity. The IFSPI Foundation 14
'y rn, CHILDREN'S PROJECT Following previous years of success, we were proud to run the third series of the Together Stronger Children's project, supporting children with a parent living with young onset dementia, in collaboration with The Museum of English Rural Life (MERL), Reading University, Berkshire Healthcare Foundation Trust and Dementia UK. This series, co-created with the children themselves, focused on textile art, culminating in an installation at MERL. The project's work was later showcased as best practice at conferences in London and Coventry, including the Alzheimer's Show and the UK Dementia Congress. It also received wider recognition through a feature on BBC Berkshire Radio. University of Reading DementiaUK NHS Berkshire Healthcare NHS Foundatlon Trust 15
OUTREACH AND COMMUNITY WORK Through recognising the need to reach a wider cultural audience and encourage people from diverse backgrounds to access our services, we have progressed our Community Outreach work. February saw the launch of a new initiative in Slough, a singing and dancing group open to anyone, regardless of age or diagnosis. This group provides a safe space to raise awareness of dementia, reduce stigma, dispel myths, and foster open conversations. In January 2025, we also launched a monthly dementia group in collaboration with the Indian Community Centre, offering opportunities to ask questions about brain health and cognition, meet others, engage in activities, and access education through translated materials and guest speakers from local university researchers to clinicians from memory services. Ongoing networking, presentations, and meetings with other culturally diverse organisations have been key to developing links and raising awareness. The project has benefitted greatly from shared learning, skills and collaboration. In parallel, we are running a research project, approved by Northumbria University ethics, to better understand what encourages people to engage in health-seeking behaviours. Lyrics & Laughter Community Group, 16
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A YEAR OF FUNDRAISING 35 Over the year, 35 incredible fundraisers supported our charity, each making a difference & creating unforgettable moments along the way. Fundraising events completed WALKING THE ST JAMES WAY PILGRIMAGE In April 2024, a team of 11 fundraisers, including our amazing staff, volunteers and supporters, took on the 70 mile St James Way Pilgrimage from Reading to Southampton in just three days. Together they raised nearly £9,000 while building lasting memories. A special thank you goes to Dan from Elite Adventures for guiding the team, and to Gary for providing transport and support throughout the journey. THE FORD RIDE LONDON CHALLENGE In May, six fundraisers bravely tackled the Ford Ride London challenge, cycling 60 and 100 miles across London and Essex. Two rode in honour of parents and grandparents supported by our charity, raising over £3,000. The group raised over £6,000 which will go towards support services for younger families living with young onset dementia. 18
TAKING ON THE TWILIGHT RUNWAY In September, Angela, Mark, Laurie, and Ros completed the Twilight Runway Challenge at Blackbushe Airport. Mark, recently diagnosed with young onset Alzheimer's, attends our creative workshops and says he "loves all of the groups." Their family wanted to give something back, raising an amazing £500 with Gift Aid in support of Younger People with Dementia. ,,ot,,4 VIIWAY FUNDRAISER SPOTLIGHT Our star fundraiser, Harry Boyle, not only ran the Brighton Marathon in April 2024, raising over £500, but he also took on the Barcelona Marathon in March 2025, raising more than £1,000. As a former YPWD volunteer, Harry's commitment to our cause shines through every step he takes. Thank you, Harry, you're a true superstar. Our charity relies on donations and grants to continue providing our support services for families diagnosed with dementia under the age of 65, so we couldn't do what we do without our incredible fundraisers. 119
Making Memories Scheme Launched in June 2023 with seed funding from Bearwood Lakes Golf Club, our Making Memories scheme helps people with young onset dementia and their families to enjoy unique, once in a lifetime experiences. Between April 2024 and May 2025,12 unforgettable Memory Making wishes came true, including: A luxury Champagne Afternoon Tea at The Ritz Tickets to the England vs Scotland Six Nations at Twickenham A two-day trip to York with travel and experiences included A family day trip to Edinburgh A deluxe spa day for two best friends Tickets and accommodation to see ABBA Voyage in London These moments created lasting joy and treasured memories for individuals and families alike. Afternoon tea at the spa England vs Scotland A day trip to London 20
A Valentine's Day to Remember Mark was our September 2024 winner. He requested to have Afternoon Tea at The Ritz with his wife, which we arranged for them to celebrate on Valentine's Day 2025. Their experience included Champagne Afternoon Tea tickets and a return taxi trip from Aldershot to London. Thanks to the Making Memories Scheme, Mark and I had Afternoon Tea at the Ritz. On February14th we got dressed up and waited for our taxi which took us door to door. Once there we were shown to our table where the delights of the afternoon were beautifully served from amazing sandwiches and warm scones to cakes and pastries. All of this was washed down with proper tea and pink champagne. Needless to say we needed a doggie bag (well a beautiful box) to bring home. In the words of Mark, we were treated in a quintessential old fashioned English way. The staff were amazing. We had the most memorable afternoon thanks to Bearwood Lakes Golf Club for their amazing generosity and to the lovely Amy from YPWD for organising the experience and checking we were ok. Thanking you all, Xdrem dk7d Mark x 21
IMPACT STORIES Evie, Janet & John When John was diagnosed with young onset dementia at the young age of 56, his wife Janet and three children were left devastated and had to adapt to the some very sudden changes. Their youngest daughter Evie was just 14 when her dad was diagnosed with dementia. Janet begins, "Before receiving a young onset dementia diagnosis, John was working full time and really enjoyed socialising. He especially loved family holidays and we were a close family unit enjoying life. John was diagnosed with young onset dementia in 2018 after almost a year of unexplained behaviour, which we initially put down to stress and anxiety at work. I noticed that he was no longer able to use the computer and he was not able to tell me the time or date. He also continuously forgetting appointments and was often irritable and losing things. I felt so relieved when John was diagnosed with dementia as I could justify the way he was acting; it made me feel less cross with him and I could be more understanding of the situation. It also made us focus on the future and what we needed to do as a family. I hoped that tablets might help him to cope with the symptoms, but I was still devastated by the word 'dementia' and what we read online. I felt devastated about our future which we had so many plans for. It was a hugely stressful time for us coming to terms with the fact that the main financial provider could not work or drive anymore." Evie adds, "Before dad was diagnosed with young onset dementia, we would do everything together. He would always be making me 22
laugh and he loved being around family. One day dad started acting a little odd and out of character, our conversations suddenly weren't the same and he would be very quiet. It's like he couldn't understand what I was saying. To find out he had dementia was a big shock, as I was only 14. He couldn't drive anymore, and we couldn't have the same conversations. I immediately started thinking about the future; how bad is it going to get? Is he still going to be there for big family moments?" Janet continues, "I learned about YPWD and their services through Surrey Heath Mental Health Services. John now participates in everything that he can - he loves the groups and his whole life seems to now revolve around the great activities they run, John now joins in activities you would never have expected him to try. Give him any excuse and he will be up dancing! The support of YPWD has been everything to John and words to describe his experience are "fun, friendship, support, laughter, confidence and purpose., Evie and I feel the same, adding educational to the list of words, and we have really appreciated the carer support. Life is much better when he is attending the workshops with YPWD and he always really wants to go and see the friends he has made there. The charity has given him purpose, he feels needed by the group and he almost views himself as a helper, like it is a job. When there is a break in activities, he is lost without them. Thank you."
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: Altor Foundation AWBS Berkshire Community Foundation Berkshire Nurses Trust Berkshire West Integrated Care Board Cadburys Local Charity donation Community Foundation Surrey D'oyly Carte Frimley Integrated Care Board FSP Law Foundation Global Charities Global Make Some Noise Hurst Horticultural Society James Cowper Kreston Masonic Foundation National Lottery Awards for All Newbury Building Society Power of Music Project Giveaway (RHS Flower Show) Spar Sportive Red Kite Ride strategic Solutions Tesco Blue Tokens Scheme The Childwick Trust West Berks Community Fund TrIL?4 S55 7OD Thank you for your support! 24
CHARITY OF THE YEAR We wanted to say a huge thank you to the amazing organisations who supported us throughout 2024 and 2025, 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. Holt ELITE BOOTCAMP FITNESS home instead School In 2024, team members from Xtrac's Newbury office volunteered at our gardening workshop. Natalie and Rick said that it was'great to get out of the office" and to meet the people we support, directly seeing the impact of the money they have raised. In January 2025 Amy, our Marketing, Fundraising and Social Media Lead, visited the Home Instead office in Farnborough to record an exciting podcast with Lauren, their Business Development Manager as just one of our exciting collaborations. _•*
STRATEGIC GOALS Our charity has continued to work on our strategic goals. These goals include: Service Delivery Community Outreach Continuously deliver and expand our existing workshops, one to one support, micro- groups, education groups and carer support groups Engage within our wider community to reduce health inequalities and ensure that every family is receiving the support they deserve Children's Project Impact Report Develop services for children living with a parent with young onset dementia, providing support for the entire family 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. 26
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 Awareness Raise awareness and recognition of young onset dementia and engage in efforts to influence dementia friendly practices within our wider community Younger People with Dementia is dedicated to achieving these strategic goals, in line with our vision, mission and core values. 27
GOVERNANCE AND LEADERSHIP Our board of Trustees during this period: Lisa Mooney, Chair of Trustees Dr Jacqui Hussey, Deputy Chair of Trustees Radhika Modha, Treasurer David Fisher, Board Member Alain Wilkes, Board Member Kathy Taylor, Board Member Raja Badrakalimuthu, Board Member Our Leadership Team are: Caroline Blanchette, Joint Director of Clinical and Operational Services Charlie Draper, Joint Director of Cllnlcal 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 28
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. 30
The total reserves at the year-end date were £630,872 of which an amount of £13,286 was held in restricted funds, with £468,446 in designated funds and £149,140 in free reserves. The trustees consider the state of the charity to be satisfactory, and that it is achieving its objectives.
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. 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.
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ABOUT US AND HOW TO CONTACT US Registered Office: The Tithe Barn, Parfitts Farm, Eversley Cross, RG27 ONT Bankers: Co-operative Bank, PO Box 250, Skelmersdale, WN8 6WT Independent Examiner: Sue Jackson FCCA, Working Numbers Limited, 12 St Mary's Road, Mortimer Common, RG7 3UE Find us on social media for up to date news... Facebook & Linkedln: Younger People with Dementia Instagram & YouTube: @youngerpeoplewithdementia Contact us via email, call our office or visit our website: contact@ypwd.info 0118 207 2880 www.ypwd.info 32
FINANCIAL REVIEW Section 2." Consolidated financial statements PWD Younger People Wrth Pementia For the year ending 31st March, 2025 cio Younger People with Dementia is a registered charity in England & Wales (1171720)
Charity Registration number 1171720
Younger People with Dementia CIO Report and Financial Statements For Period Ending 31 March 2025
34
Younger People with Dementia CIO Report and Financial Statements For Period Ending 31 March 2025
Contents
Trustees and professional advisors (Page 36)
Independent Examiner's report (Page 37)
Statement of Financial Activity (Page 38)
Balance sheet (Page 39)
Notes to the Accounts (Pages 40-45)
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Younger People with Dementia (Berkshire) CIO Trustees and Professional advisers For 12 Months Ending 31 March 2025
Trustees
Ms Lisa Mooney Chair Dr Jacqueline Hussey Ms Vice Chair Radhika Modha Treasurer Mrs Kathryn Taylor Mr Alain Wilkes Mr David Fisher Dr Raja Badrakalimuthu
Registered Office First Floor Unit 9 Indigo House Fishponds Road Wokingham RG41 2GY
Bankers HSBC 160 Crockhamwell Road Woodley Berkshire RG5 3JJ The Co-operative Bank p.l.c. 1 Balloon Street Manchester M4 4BE Metro Bank One Southampton Row London WC1B 5HA
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 Registered Charity no. 1171720 Independent Examiner's Report For Period Ending 31 March 2025
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 31/03/2025.
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).
An examination includes a review of the accounting records kept by the charity and a comparison of the accounts prepared with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeking explanations from the officers concerning such matters.
The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view, and the report is limited to those matters set out in the statement below.
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: 15 December 2025
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Younger People with Dementia CIO Statement of Financial Activity
12 months ending 31 March 2025
| 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 2025 2025 2025 2024 £ £ £ £ 532,611 386,083 918,694 612,677 9,824 - 9,824 6,338 - - - - 4,899 - 4,899 3,958 |
|---|---|
| 547,334 386,083 933,417 622,973 |
|
| - - 32,165 949 33,114 20,628 264,347 426,806 691,153 581,334 396 - 396 396 |
|
| 296,908 427,756 724,663 602,357 |
|
| - - 250,426 (41,673) 208,754 20,616 - - - - 250,426 41,673 - 208,754 20,616 367,160 54,959 422,119 401,503 |
|
| 617,586 13,286 630,872 422,119 |
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Younger People with Dementia (Berkshire) CIO. Balance Sheet
As at 31 March 2025
| 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 |
2025 2025 2025 2024 Unrestricted funds Restricted income funds TOTAL TOTAL £ £ £ £ 2,295 - 2,295 4,147 |
|---|---|
| 2,295 - 2,295 4,147 |
|
| 404 404 6,370 621,970 13,286 635,256 421,080 |
|
| 622,373 13,286 635,660 427,450 |
|
| 7,083 - 7,083 9,478 |
|
| 7,083 - 7,083 9,478 |
|
| 615,290 13,286 628,577 417,971 |
|
| 617,586 13,286 630,872 422,119 |
|
| 149,140 149,140 259,646 468,446 468,446 107,514 - 13,286 13,286 54,959 |
|
| 617,586 13,286 630,872 422,119 |
These accounts were approved by the Tustees on 15 December 2025 and signed on their behalf by: Lisa Mooney, Chair of Trustees
Signature Lisa Mooney Name Lisa Mooney Date 15/12/2025
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Younger People with Dementia CIO Notes to the Unaudited Accounts 12 Months Ending 31 March 2025
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 12 Months Ending 31 March 2023
Note
- Analysis of Income
| Donations and gifts Gift Aid Legacies Grants Total Events Other charitable activities Total Interest income Total 4. Government Grant funding There were no government grants in 2025 (2024 - Donations and legacies: Charitable activities: Income from investments: TOTAL INCOME |
Unrestricted funds Restricted income funds Total funds Total funds 2025 2025 2025 2024 £ £ £ £ |
Unrestricted funds Restricted income funds Total funds Total funds 2025 2025 2025 2024 £ £ £ £ |
Unrestricted funds Restricted income funds Total funds Total funds 2025 2025 2025 2024 £ £ £ £ |
Unrestricted funds Restricted income funds Total funds Total funds 2025 2025 2025 2024 £ £ £ £ |
|
|---|---|---|---|---|---|
| Donations and gifts | 63,959 | - | 63,959 |
75,277 | |
| Gift Aid | 9,838 | - | 9,838 |
5,534 | |
| Legacies | 364,773 | - | 364,773 | - | |
| Grants | 94,042 | 386,083 | 480,124 | 531,866 | |
| Total | 532,611 | 386,083 | 918,694 | 612,677 | |
| Events | 5,495 |
- | 5,495 |
973 | |
| Other charitable activities | 4,329 | - | 4,329 |
5,364 | |
| Total | 9,824 | - | 9,824 |
6,338 | |
| Interest income | 4,899 | - | 4,899 |
3,958 | |
| 4,899 | - | 4,899 |
3,958 | ||
| 547,334 | 386,083 | 933,417 | 622,973 | ||
| - - - none) |
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Notes to the Unaudited Accounts
12 Months Ending 31 March 2023
5. Analysis of expenditure
| Analysis Expenditure on raisingfunds: |
Analysis Expenditure on raisingfunds: |
Unrestricted funds Restricted income funds Total funds Total funds 2025 2025 2025 2024 £ £ £ £ |
Unrestricted funds Restricted income funds Total funds Total funds 2025 2025 2025 2024 £ £ £ £ |
Unrestricted funds Restricted income funds Total funds Total funds 2025 2025 2025 2024 £ £ £ £ |
Unrestricted funds Restricted income funds Total funds Total funds 2025 2025 2025 2024 £ £ £ £ |
|---|---|---|---|---|---|
| Incurred seeking donations | 32,165 | 949 | 33,114 | 20,628 | |
| Total expenditure on raising funds | 32,165 | 949 | 33,114 | 20,628 | |
| Expenditure on charitable activities: | |||||
| Cost ofproducts sold | 245 | - | 245 |
5,934 | |
| Transaction costs | 67 | - | 67 |
- | |
| Operational staffing | 21,281 | 332,154 | 353,435 | 291,735 | |
| Direct costs ofprovision | 14,319 | 91,291 | 105,610 | 77,952 | |
| Client welfare | - | - | - |
- | |
| Accountancyand bookkeeping | 6,667 | - | 6,667 |
6,112 | |
| Staffing | 146,370 | - 10 |
146,360 | 126,198 | |
| Bank charges | 182 | - | 182 |
145 | |
| Business rates | 669 | - | 669 |
1,195 | |
| Computer costs | 18,446 | - | 18,446 |
8,884 | |
| Depreciation | 2,332 | - | 2,332 |
2,424 | |
| General expenses | 4,280 | 83 | 4,362 | 1,632 | |
| Health and Safetyconsumables | - | - | - |
- | |
| HR | 2,500 | 2,000 | 4,500 | 1,398 | |
| Insurances | 3,318 | - | 3,318 |
3,063 | |
| Legal fees | - | - | - |
795 |
|
| Marketing | 8,548 | 335 | 8,884 | 13,500 | |
| Office costs | 20,351 | 496 | 20,847 | 21,808 | |
| Printing,Postage & Stationery | 3,313 | 8 | 3,322 | 5,147 | |
| Subscriptions | 854 | 15 | 869 | 680 | |
| Telephone Costs | 9,576 | - | 9,576 |
8,644 | |
| Travel costs | 360 | 293 | 653 | 2,128 | |
| Trustee and Volunteer costs | 669 | 140 | 809 | 1,963 | |
| Total expenditure on charitable activities | 264,347 | 426,806 | 691,153 | 581,334 | |
| Governance costs | |||||
| Independent Examiners fee | 396 | - | 396 |
396 | |
| Total other expenditure | 396 | - | 396 |
396 | |
| TOTAL EXPENDITURE | |||||
| 296,908 | 427,756 | 724,663 | 602,357 | ||
| - - |
6. Trustees Remuneration and Benefits During the period the total Trustees Remuneration was £nil (2024:£nil)
Other than reimbursement for costs incurred on behalf of the chariy there were no trustee expenses (2024: £
- Staff costs and employee benefits
| Staff costs and employee benefits | ||
|---|---|---|
| 2025 | 2024 | |
| £ | £ | |
| Wages and salaries | 442,243 | 372,855 |
| Social security costs | 35,254 | 26,285 |
| Pension costs | 12,860 | 10,212 |
| Total | 490,357 | 409,352 |
42
Notes to the Unaudited Accounts 12 Months Ending 31 March 2023
2025
2024
17
15
Average head count during the year was:
No employees received employee benefits (excluding employer pension costs) for the reporting period of mor than £60,000 (previous year also nil).
| 8. Independent Examiner's fee The charity has accrued for an independent examiners fee of £396 (2024: £396) 9. Fixed assets Cost Cost as at 31st March 2024 Additions during the year Disposal during the year Cost as at 31st March 2025 Accumulated Depreciation Balance as at 31st March 2024 Disposal during the year Charge for the year Balance as at 31st March 2025 Net Book Value at 31 March 2025 Net Book Value at 31 March 2024 10. Debtors falling due within one year 2025 £ Trade debtors 404 Accrued income - Prepayments - Total Debtors 404 11. Creditors falling due within one year 2025 £ Trade Creditors 29 Accruals 4,380 Taxation and social security 2,674 Total Creditors 7,083 12. Movement in Funds Unrestricted 2025 Designated 2025 Restricted 2025 £ £ £ As at 1st April 2024 259,646 107,514 54,959 Additions during the year 182,561 364,773 386,083 Expenditure During year 293,067 - 3,840 - 427,756 - Transfer between funds - - - As at 31st March 2025 149,140 468,446 13,286 - - - |
8. Independent Examiner's fee The charity has accrued for an independent examiners fee of £396 (2024: £396) 9. Fixed assets Cost Cost as at 31st March 2024 Additions during the year Disposal during the year Cost as at 31st March 2025 Accumulated Depreciation Balance as at 31st March 2024 Disposal during the year Charge for the year Balance as at 31st March 2025 Net Book Value at 31 March 2025 Net Book Value at 31 March 2024 10. Debtors falling due within one year 2025 £ Trade debtors 404 Accrued income - Prepayments - Total Debtors 404 11. Creditors falling due within one year 2025 £ Trade Creditors 29 Accruals 4,380 Taxation and social security 2,674 Total Creditors 7,083 12. Movement in Funds Unrestricted 2025 Designated 2025 Restricted 2025 £ £ £ As at 1st April 2024 259,646 107,514 54,959 Additions during the year 182,561 364,773 386,083 Expenditure During year 293,067 - 3,840 - 427,756 - Transfer between funds - - - As at 31st March 2025 149,140 468,446 13,286 - - - |
8. Independent Examiner's fee The charity has accrued for an independent examiners fee of £396 (2024: £396) 9. Fixed assets Cost Cost as at 31st March 2024 Additions during the year Disposal during the year Cost as at 31st March 2025 Accumulated Depreciation Balance as at 31st March 2024 Disposal during the year Charge for the year Balance as at 31st March 2025 Net Book Value at 31 March 2025 Net Book Value at 31 March 2024 10. Debtors falling due within one year 2025 £ Trade debtors 404 Accrued income - Prepayments - Total Debtors 404 11. Creditors falling due within one year 2025 £ Trade Creditors 29 Accruals 4,380 Taxation and social security 2,674 Total Creditors 7,083 12. Movement in Funds Unrestricted 2025 Designated 2025 Restricted 2025 £ £ £ As at 1st April 2024 259,646 107,514 54,959 Additions during the year 182,561 364,773 386,083 Expenditure During year 293,067 - 3,840 - 427,756 - Transfer between funds - - - As at 31st March 2025 149,140 468,446 13,286 - - - |
|
|---|---|---|---|
| 13,287 480 - |
|||
| 13,767 | |||
| 9,140 - |
|||
| 2,332 | |||
| 11,471 | |||
| 2,295 | |||
| 2025 £ 404 - - |
4,147 2024 £ - 6,370 - |
||
| 404 | 6,370 | ||
| 2025 £ 29 4,380 2,674 |
- 2024 £ 849 5,075 3,554 |
||
| 7,083 | 9,478 | ||
| Unrestricted 2025 Designated 2025 £ £ 259,646 107,514 182,561 364,773 293,067 - 3,840 - - - |
Restricted 2025 £ 54,959 386,083 427,756 - - |
TOTAL 422,119 933,417 724,663 - - |
|
| 149,140 468,446 |
13,286 | 630,872 | |
| - - |
- | - |
43
Movement in Funds - prior year comparison Unrestricted Designated 2024 2024 Restricted 2024 TOTAL As at 1st April 2023 Additions during the year Expenditure During year Transfer between funds As at 31st March 2024 263.463 186,566 190,383 84,400 53.640 436,406 394,189 40.899 401,503 622,973 602,357 17,785 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 44
Notes to the Unaudited Accounts 12 Months Ending 31 March 2023
| 13. | Charityfunds | Charityfunds | Fund balances carried forward £ |
Fund balances carried forward £ |
||||
|---|---|---|---|---|---|---|---|---|
| Fund names | Fund type |
Fund balances brought forward £ |
Transfers between funds |
Income £ |
Expenditure £ |
Fund balances carried forward £ |
||
| ICB BOB WestBerkshire | R | - | 86,118 | 86,118 | - | |||
| ICB Funds (Frimley) | R | - | 280,000 | 280,000 | - | |||
| Equestrian | R | - | 4,965 | 4,965 | - | |||
| Carers Support Group Costs | R | - | 15,000 | 15,000 | - | |||
| Stronger Together | R | 211 | 211 | - | ||||
| SurreyHeath | R | 25,000 | 25,000 | - | ||||
| Transport costs | R | 722 | 70 | 652 | ||||
| Alliancemedical -children's project | R | 4,024 | 3,801 | 223 | ||||
| Cognative Stimulation Therapy Group | R | 9,880 | 2,186 | 7,694 | ||||
| Harmony Choir | R | 4,000 | 4,000 | - | ||||
| Makingmemories | R | 11,120 | 6,403 | 4,717 | ||||
| EthnicMinorityProject | U | 67,481 | 3,596 | 63,885 | ||||
| Legacy unrestricted- forbuilding | U | 39,757 | 364,773 | 404,529 | ||||
| All Together Now(Al's place) | U | 858 | 245 | 613 | ||||
| Other funds | U | 259,065 | 182,561 | 293,068 | 148,559 | |||
| R = Restricted Fund U = Unrestricted/General Fund Prior year comparison TOTAL FUNDS |
422,119 | - | 933,417 | 724,663 | 630,872 | |||
| Fund names | Fund | Fund balances brought forward £ |
Transfers between funds |
Income £ |
Expenditure £ |
Fund balances carried forward £ |
||
| ICB BOB WestBerkshire | R | - | - | 86,689 | - 86,689 |
- | ||
| ICB Funds (Frimley) | R | - | - | 280,631 | - 280,631 |
- | ||
| Equestrian | R | - | - | - | - | |||
| Legacy | R | 39,757 | - 39,757 |
- | - | - | ||
| Stronger Together | R | 301 | - | - | - 90 |
211 | ||
| GetBerkshireActive | R | - | - | 4,938 | - 4,938 |
- | ||
| SurreyHeath | R | - | - | 25,000 | - | 25,000 | ||
| Reminiscence / Unicorn | R | 5,440 | - | - 5,440 |
- 0.00 |
|||
| Transport costs | R | 2,000 | - | - | - 1,278 |
722 | ||
| Alliancemedical -children's project | R | 5,000 | - | - | - 976 |
4,024 | ||
| Cognative Stimulation Therapy Group | R | - | - | 10,000 | - 120 |
9,880 | ||
| D'Oyly Carte | R | - | - | 5,489 | - 5,489 |
- | ||
| Harmony Choir | R | - | - | 5,000 | - 1,000 |
4,000 | ||
| Makingmemories | R | - | - | 15,660 | - 4,539 |
11,120 | ||
| WelfordPark WestBerkshire | R | - | - | 3,000 | - 3,000 |
- | ||
| EthnicMinorityProject | U | 84,400 | - | - 16,919 |
67,481 | |||
| Legacy unrestricted - for building project |
U | 39,757 | 39,757 | |||||
| All Together Now(Al's place) | U | 1,142 | - | 582 | - 866 |
858 | ||
| Other funds | U | 263,463 | - | 185,985 | - 190,382 |
259,065 | ||
| TOTAL FUNDS | 401,503 | - | 622,973 | - 602,357 |
422,119 | |||
45