2025-03-31-accounts

Dementia Matters in Powys

RECEIPTS AND PAYMENTS ACCOUNTS

1 April 2024 - 31 March 2025

Registration number 1172335

	General Funds £	Restricted Funds £	Total 2025 Total 2024 £ £
Receipts			4,519 7,928 45,704 44,992 -00 8,625 23,928 20,900 11,587 -00 5,047 -00 375 1,125 3,255 -00 7,650 -00 3,000 -00 15,000 -00 165 627 637 477 408 6,379 6,286 -00 1,000
Donations	4,519
NCLF Meeting Centres Year 2 NCLF Summer Games PTHB SVF Pop-Up Meeting Centres Grant PAVO Numeracy 2 and 3 Tesco NFU National Grid Oakdale Trust Moondance Foundation Lunches Investment income Fundraising Member subscriptions University of Worcester	375 627 477 6,379	45,704 23,928 11,587 5,047 3,255
Total Income Payments Staff costs Freelance fees Other staff costs Travel Costs Training Volunteer expenses Summer Games Office costs Printing, postage and stationery Computer and IT costs Advertising and publicity Project costs HMRC interest payable Resources Telephone Bank charges Governance costs Lunch Costs Food & beverage	12,377 231 235 517 2,653 254 43 3,906 454 107 839 110 2,227	89,521 69,982 21,184 7,376 150	101,898 117,716 69,982 113,987 21,184 383 - 3,814 7,376 231 - - 515 150 - 235 1,588 517 630 2,653 657 254 1,945 - - 43 170 3,906 5,040 454 454 107 80 839 1,730 110 194 2,227 1,721

Fundraising costs		20		20		97
Room Hire			10,473	10,473		4,968
PAVO Payroll Cost		414		414
Equipment / Consumables			1,120	1,120		621
Total Payments		12,009	110,286	122,295		138,592
Total surplus / (deficit)		368	(20,765)	(20,397)		(20,876)
Cash Fund B/Fwd		(25,989)	75,357	49,368		70,244
Cash fund C/Fwd		(25,621)	54,592	28,971		49,368
Cash Assets						3/31/2025
						£
Bank Account Lloyds 27633660						4,904
Lloyds Reserve Account 30917960						13,000
Nationwide						10,000
Petty Cash Accounts						1,066
						28,970
					Restricted
Debtors				General Funds	Funds	Total 2025
					Restricted
Liabilities				General Funds	Funds	Total 2025
HMRC				1,548	-	1,548
Accounts approved by:
Chair
Print Name: Susan Hodgetts ~~Po~~
Signature
Date 08/01/26 ~~Po~~

Trustees’ Annual Report for the period

From 01/04/2024 Period start date To 31/03/2025 Period end date Charity name: Dementia Matters in Powys Charity registration number: 1172335

Objectives and Activities

	SORP
	reference
Summary of the	Para 1.17	Promotion of good health
purposes of the		and relief of need amongst
charity as set out		people living with dementia,
in its governing		or associated conditions, and
document		their relatives and carers in
		Powys by:
		Providing support, education
		and practical advice
		Supporting the development
		of dementia
		friendly communities across
		Powys
		Working to enable people
		with dementia or
		associated conditions to feel
		understood, valued and able
		to contribute to their
		community

Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	During 2024/25, Dementia Matters in Powys (DMiP) carried out the following main activities in furtherance of its objectives: ● Facilitation of four Dementia Meeting Centres in Brecon, Llandrindod Wells, Newtown and Welshpool ● Supporting the development of dementia-friendly communities that enable people living with dementia to remain active and engaged members of their communities ● Contributing to the Powys Dementia Action Plan through participation in the Powys Dementia Leads Group ● Providing support, information and advice to people living with dementia and their carers through a range of formats, including telephone, face-to- face meetings and digital communication
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The trustees confirm that they have had due regard to the Charity Commission’s guidance on public benefit and that this guidance has been followed in the planning and delivery of the charity’s activities and in trustee decision-making.

Additional information (optional) You may choose to include further statements where relevant about:

	SORP reference
Policyongrant making	Para 1.38	Not applicable
Policy on social investment including program related investment	Para 1.38	Not applicable

Contribution made by volunteers	Para 1.38	Volunteers play an integral role in the development and delivery of Dementia Meeting Centres and the wider support services provided by DMiP. The charity remains committed to extending the full and active involvement of volunteers in supporting Powys to become a more dementia-supportive county, both within Meeting Centres and across the wider community.
Other

Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	During the year, DMiP continued to deliver its mission of bringing people together to innovate, learn, share and support through involvement in dementia initiatives. The charity successfully sustained its Meeting Centre provision, supported carers across Powys and focused on retaining and developing volunteers, encouraging them to take on new roles and responsibilities.

Additional information (optional)

You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41	Promotion of good health and relief of need: Powys Meeting Centres continued to provide advice, support and informative, practical sessions. Additional support, education and advice were delivered through verbal, written and electronic communication. Development of dementia-friendly communities: DMiP worked closely with Dementia Friendly groups in Newtown and Welshpool, which contribute to the sustainability of local Meeting Centres. Intergenerational work with schools proved particularly successful in supporting children and young people to better understand dementia. Enabling people living with dementia to feel understood and valued: People living with dementia contributed to the planning and programme content of Meeting Centres. Service User Representatives also contributed to strategic work through involvement in the Dementia Action Plan and Dementia Standards. Providing flexible support to people with dementia and carers: Support was provided through a variety of formats, including in-person support during home visits, group Meeting Centre sessions, telephone conversations, emails and postal communication.
Performance of fundraising activities against objectives set	Para 1.41	DMiP continued to seek funding to support all activities and to maintain the facilitation of Meeting Centres across Powys.
Investment performance against objectives	Para 1.41	Not applicable
Other

Financial Review

Review of the charity’s Para 1.21 financial position at the end At the end of the reporting period, secured of the period funding was sufficient to sustain current activities and revised staffing levels until the end of April 2026. The charity is actively seeking further funding to ensure sustainability beyond this period.

Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The Charity aims to maintain reserves amounting to 3 months operational costs
Amount of reserves held	Para 1.22	£27000
Reasons for holding zero reserves	Para 1.22	Not applicable
Details of fund materially in deficit	Para 1.24	Not applicable
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	DMiP needs to secure longer term funding to ensure sustainability beyond 2026 and into the next financial year and to increase reserves.

Additional information (optional) You may choose to include further statements where relevant about:

The charity’s principal sources of funds (including any fundraising)	Para 1.4 7	The charity’s activities during the year were funded primarily through grant income. Membership fees, donations and fundraising events also contributed towards overall sustainability..
Investment policy and objectives including any social investment policy adopted	Para 1.46	Not applicable
A description of the principal risks facing the charity	Para 1.46	The trustees have identified the following principal risks: ●Demand risk:Increasing numbers of people diagnosed with dementia and an anticipated rise in prevalence may place additional pressure on services. ●Funding risk:Competition and availability for long-term funding for projects and core activities could affect future income. ●Staff retention risk:Short-term funding arrangements can result in short-term contracts, leading to uncertainty and potential staff turnover.
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	CIO
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	Trustees are recruited by the Chief Officer and elected by the existing Board of Trustees, in accordance with the charity’s constitution.

Additional information (optional) You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction and training of trustees	Para 1.51	The charity operates an updated Trustee Recruitment Policy and provides induction and support to trustees to enable them to fulfil their responsibilities effectively.
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	The charity is represented at, or is a member of, the following networks and partnerships: ● Powys Dementia Leads Group ● Powys Dementia Community Engagement Workstream Group ● Improvement Cymru Active Listening Campaign ● Powys Older People’s Forum ● Powys Association of Voluntary Organisations ● UK Meeting Centre Support Programme ● UK DEEP Network ● Innovations in Dementia ● University of Worcester ● University of Swansea
Relationship with any related parties	Para 1.51	Not applicable
Other

Reference and Administrative details

Charity name	Dementia Matters in Powys
Other name the charity uses
Registered charity number	1172335
Charity’s principal address	Bishop House 10 Wheat Street Brecon Powys LD3 7DG

Names of the charity trustees who manage the charity

1 2 3 4 5	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (if any)
	Sue Hodgetts	Chair
	Harold Proctor
	Mark Michaels
	Owen Durbridge

– Corporate trustees names of the directors at the date the report was approved

Director name
Sue Hodgetts
Harold Proctor
Mark Michaels
Owen Durbridge
Louise Davies		19/06/2025

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity	Not applicable
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects	Not applicable
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets	Not applicable

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of	Name	Address
adviser

Name of chief executive or names of senior staff members (Optional information)

Deborah Gerrard, Chief Officer

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

	Signature(s)	Signature(s)	( /hkfiasd
	Full name(s)	Full name(s)Susan Hodgetts	Deborah Gerrard
Position (eg Secretary,		Chair	Chief Officer
	Chair, etc)
	Date08/01/2026	08/01/2026	08/01/2026

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