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
ti
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.
31
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)
35
## 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
36
**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
37
## 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|
38
## 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
39
## 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
40
**Younger People with Dementia CIO Notes to the Unaudited Accounts 12 Months Ending 31 March 2023**
Note
3. 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)||||
41
**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: £
7. 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