To
Trustees' Annual Report for the period
Period start date Period end date 01 05 2020 30 04 2021
From
Section A Reference and administration details
Charity name Dementia Yorkshire
Other names charity is known by Registered charity number (if any) 1172715
Charity's principal address Priory Street Centre 15 Priory street York Postcode YO1 6ET
Names of the charity trustees who manage the charity
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Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Natalie Walsh | Chairperson/ Volunteer Coordinator |
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| Sophie Duggan | Marketing | |||
| Carolyn Smith | Fundraising | |||
| James Jack Marchbank |
Health and Safety | |||
| Erica Hammill | Treasurer | |||
| Names of the trustees for the charity, if any, (for example, any custodian trustees) | ||||
| Name | Dates acted if not for whole year |
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Names and addresses of advisers (Optional information) Type of adviser Name Address Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Constitution Type of governing document (eg. trust deed, constitution) CIO How the charity is constituted (eg. trust, association, company) Appointed by Trustee selection methods (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
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| Summary of the objects of the charity set out in its governing document Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit) |
To promote and protect the mental and physical health of persons living with dementia, their families or carers living in Yorkshire through the provision of support, information, regular meetings and events. Also to provide awareness and understanding for the general public of the condition as a whole. |
|---|---|
| Due to the covid pandemic, Dementia Yorkshire had to adapt the services it provided in line with the Governments national restrictions. In person activities and gathering in social settings was forbidden, so regular welfare calls and socially distanced visits were put in place. We helped to promote and protect the mental and physical health of those we support with regular drop offs of person centred activities, including; adult colouring activities, puzzle book, bulbs to plant and a sunflower competition to encourage individuals to go out into their gardens. As part of the welfare visits we also handed out soap, bunches of flowers, lavender bags and Easter eggs all donated from businesses and individuals in the local community. The welfare calls provided support to the family and carers of the individuals living with dementia. The feedback received was that these calls were a lifeline at a time when they were unable to leave their homes or have visits from family and friends. Dementia Yorkshire’s volunteers were also able to check if any essential shopping items or prescriptions were required and report back to the volunteer organising collection. Providing awareness to the general public about the condition as a whole was a challenge due to the restrictions in place. We were however able to continue to promote the work the charity does on the Dementia Yorkshire Facebook page and through winning several awards in this period we were mentioned in various communication outlets, such as the local newspaper, ward leaflet and on social media. Trustees have had regard to the guidance issued by the Charity Commission on public benefit. |
Additional details of objectives and activities (Optional information)
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You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
Section D Achievements and performance
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Section D Achievements and erformance p
Summary of the main Due to the coronavirus pandemic all activity sessions remained achievements of the charity cancelled until further notice in line with the governments guidance. during the year We continued supporting all those who usually attend the activity sessions as well as those who were signposted to us for additional support during lockdown. Support provided included regular welfare calls provided by our team of volunteers and doorstep drop offs of essential items, prescriptions and activities as part of welfare visits. Dementia Yorkshire were successful in applying for a grant from our local council to provide Christmas Hampers to replace the charities Christmas Party. Each hamper was personalised for each individual and included items such as; A jigsaw, puzzle book, bulbs to plant, toiletries, adult colouring book, pack of cards, Christmas cracker, as well as a handmade card from a pupil from the local primary school. We have continued to have a great relationship with the local primary school, with pupils creating cards and pictures for those we support, as well as poems to lift peoples spirits. Dementia Yorkshire also provided Easter bags full of treats as part of our welfare visits. All the contents were donated to the charity and included; an Easter egg, mini eggs, crème egg and knitted cover, jam preserves, daffodils and mini chicks. Training of volunteers is vital to providing those who use are services the best experience. We therefore enrolled four of our volunteers onto online CPD courses run by York College. The modules completed included; Induction essentials, Dementia awareness, safeguarding of adults and children, food safety awareness and introduction to first aid. One of our Trustees who is also our first aider and volunteers at the activity sessions also attended a full one day first aid at work course, provided by the British Red Cross. This will ensure we have a qualified first aider at our sessions for the next 3 years. Dementia Yorkshire has received recognition for the work it does in providing support to individuals living with dementia and their carers. One of our Trustees who also voluntarily runs the monthly activity sessions was nominated in York’s Community Pride Awards 2020 for the Person of the Year Award and also for the Health Service Hero Award, winning the latter. We were also acknowledged by the local ward councillors for work carried out during the pandemic supporting individuals in the area. The charity received a certificate and also publicity in the local ward leaflet. Overall, Dementia Yorkshire had another successful year continuing to provide our services and adapting to the change of circumstances.
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Section E Financial review
Brief statement of the
charity’s policy on reserves
We have a policy to hold a reserve of a minimum of £1000 which would allow for the continued provision of the service for a period of 1 year. This would cover room hire and refreshments and activity equipment.
Details of any funds materially in deficit
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Carolyn Smith Signature(s) Natalie Walsh Carolyn Smith Full name(s) Natalie Walsh Position (eg Secretary, Chair, Chair Fundraising etc) Date 19/2/2022
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| Dementia Yorkshire | Dementia Yorkshire | Dementia Yorkshire | 1172715 | 1172715 | CC16a | |
|---|---|---|---|---|---|---|
| For the period from |
Period start date 1/5/2020 |
To | Period end date 30/4/2021 |
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| Section A Receipts and payments | ||||||
| A1 Receipts | Unrestricted funds to the nearest £ 570 - 250 - - - - - 820 - - - 820 391 323 - 106 - - - 142 - 962 - - - 962 - 142 - 3,381 3,239 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 570 - 250 - - - - - 820 - - - 820 391 323 - 106 - - - 142 - 962 - - - 962 - 142 |
Last year to the nearest £ |
|
| Donations | 570 | 1,636 | ||||
| Fundraising | - | 121 | ||||
| Councilgrant | 250 | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| Sub total(Gross income for AR) |
820 |
1,757 | ||||
| A2 Asset and investment sales, (see table). |
||||||
| - | ||||||
| - | - | |||||
| Sub total | - | - | ||||
| Total receipts A3 Payments |
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| 1,757 | ||||||
| Training | 391 | - | ||||
| Activities/equipment | 323 | 189 | ||||
| Fund raising prizes | - | - | ||||
| Marketing | 106 | - | ||||
| Disclosure | - | 20 | ||||
| Refund ofgrant | - | 218 | ||||
| Hall hire | - | 374 | ||||
| General | 142 | 187 | ||||
| - | - | |||||
| **Sub total ** | 962 | 988 | ||||
| A4 Asset and investment purchases, (see table) |
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| - | ||||||
| - | ||||||
| **Sub total ** | - | - | ||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
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| 988 | ||||||
| - 142 | - | - 142 | 769 | |||
| - | - | - | - | |||
| 3,381 | - | 3,381 | 2,611 | |||
| 3,239 | - | 3,239 | 3,380 |
CCXX R1 accounts (SS)
2/28/2022
1
Section B Statement of assets and liabilities at the end of the period
| Categories Signed by one or two trustees on behalf of all the trustees B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds CCXX R2 accounts (SS) |
Details Details Total cash funds (agree balances with receipts and payments account(s)) Balance Cash at bank from previous y/e Details Details Details Carolyn Smith Signature Natalie Walsh ~~2~~ |
Unrestricted funds to nearest £ |
Unrestricted funds to nearest £ |
Restricted funds to nearest £ |
Restricted funds to nearest £ |
Endowment funds to nearest £ |
|---|---|---|---|---|---|---|
| - 142 | - | - | ||||
| 3,381 | - | - | ||||
| - | - | - | ||||
| 3,239 | - | - | ||||
| OK | ||||||
| Endowment funds to nearest £ |
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| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| Current value (optional) |
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| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| Current value (optional) |
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| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| When due (optional) |
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| Date of approval |
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| 19/2/22 | ||||||
| 19/2/22 |
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| ~~2/28/2022~~ |
Signed by one or two trustees on behalf of all the trustees
CCXX R2 accounts (SS)
CCXX R3 accounts ISSI 212812022
CCXX R4 accounts ISSI 212812022