2024-03-31-accounts - The Forget Me Not's (Crawley)

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sie, CHARITY COMMISSION | ‘s¥e} FOR ENGLAND AND WALES

Trustees’ Annual Report for the period

From 1 April 2023 Period startdate To 31%'March 2024 Period end date Charity name: The Forget Me Not’s (Crawley)

Charity registration number: 1173729

Objectives and Activities

808 Summary of the purposes of | Para 1.17freee The objects of the FMN are:the charity as set out in its governing document “To relieve the needs of carers, family members, friends or colleagues of people affected by dementia in Crawley and the surrounding area by: a. Providing opportunities for safe social interaction, emotional and social support, thereby reducing social isolation. b. Raising awareness of dementia amongst those affected and with voluntary and statutory organisations that provide services for those with dementia. c. Educating the general public in all areas relating to dementia and thereby raising awareness of the support and education available to those affected by dementia. Summary of the main rae 1.17 and Main activities: activities in relation to those | ~ - Tuesdays from 14:00 — 19:00 purposes for the public provides support, advice and benefit, in particular, the information for carers and activities, projects or operated as more of a drop in services identified in the service. Refreshments are accounts. available alongside companionship to help reduce feelings of isolation. - Friday lunch club 10:30 — 14:00 for carers and cared for including home-cooked lunch, supervised seated exercises, advice and information, games and quizzes and live entertainment, providing mental stimulation, friendship, support and fun aimed at giving respite for carers.

—

		-	Adhoc community and
			fundraising events including
			Afternoon Teas, craft sales, craft
			sessions and one to one visits to
			individuals in hospitals and care
			homes.
		-	Enabling and encouraging
			members to form theirown social
			events
Statement confirming	Para 1.18	The Trustees declare thatthey have
whetherthe trustees have		complied with their duty to have due
had regard to the guidance		regard to the guidance issued by the
issued by the Charity		Charity Commission on public benefit
Commission on public		whilst carrying out their duties.
benefit

Additional information (optional)

Additional information (optional)	Additional information (optional)
You may choose to include further statements where relevant about: PL SRPeencefd Para1.38 rvmemmi
Para 1.38
Policy on social investment
including program related
investment
	OurVolunteers are priceless, they turn
Para 1.38	up everyweek, spend time with our
Contribution made by	members, help us to set up and clear
volunteers	up, serve a meal. We could not exist
	without them or our dedicated
	managementteam and the Trusteeswho
	give so much oftheirtime and energy to
	theForgetmenots.

er

Achievements and Performance

a	a	a
		As the Chair ofthe Forget Me Nots and
		have been sincewe first registered as a
Summary ofthe main achievements ofthe charity,	Para 1.20 ‘	charity
identifying the difference the		what our charity is.
charity’s work has made to
the circumstances of its
beneficiaries and any wider		provide.
benefits to society as a
whole.
		years, 15 ofwhich
		for older people with mental health
		issues. Itwas during this time
		introduced to Beverly Loxston-Bown
		who had founded the club. We started
		very small, and have grown year on
		year, providing a service which did not
		exist prior to our club setting up.
		Local authorities have had to cut
		services year on yeardue to central
		government cuts andwe feel ourclub
		has bridged some ofthe gaps that this
		has created.
		Carers save local authorities a huge
		amount ofmoney caring for their loved
		ones. If carers are looked after, they can
		often do this formany years. Ifthey
		breakdown the person with dementia
		ends up needing residential care. My
		experience as a social workerenables
		me to speakwith some authority, on the
		perils of carers not looking after
		themselves, and
		to take regular breaks. Ourvolunteers
		are very good at noting when someone
		is in need ofsupport and alert us to any
		issues.
		Covid had quite an impact on our ability
		to give “service as usual”, butwe did
		manage to ensure regular contactwith
		all ourmembers and managed any
		emergencies and offered a shopping
		service.We arewell supported by local
		people and take pleasure in keeping our
		doors open for all but dire emergencies.
		During the last yearwe have had many
		changesandlotsgoingonattheForget

2°

me nots. We relocated to Tilgate Community Centre in April 2023, when the Crawley Borough Council had a space we could rent. We moved in and celebrated Easter with the help of Spotted Crawley, who sent the easter bunny to give easter eggs to all of our members. We provided a free buffet to all of our members and volunteers and engaged an entertainer for the session. It was a lovely way to start at our new location. We always open on Good Friday, even though it is a Bank holiday. It was sad to leave the pub we had been using prior to our move as the staff there had been very supportive of our club and raised a large sum of money for us by holding a golf tournament. By moving we have been able to offer home cooked meals to everyone. Since then, in June we celebrated our 10th anniversary, when we invited all our members past and present to join us, it was lovely to see some of the old faces again and to hear how they are doing since they stopped attending. This led to one of them requesting some support to fill out Attendance Allowance forms for themselves due to changes in their situation. We have facilitated this and many other applications as well together with PIP applications for carers and advised information on access support from the local authority and other relevant organisation that may be in a position to help our members. The Christmas party was great fun, and we must point out that while we do have lots of party fun we also enjoy seated exercise class during the lunch club sessions and havea variety of entertainers who know our members well and often get them joining in with singing. There are regular quiz’s word search and games to encourage members (and staff) to stimulate their brains and keep their minds active. But the most important part of our club is the comradery that comes with carers leaning on each other, talking and finding solutions to problems that arise when you care for someone with dementia. Our Volunteers are priceless, they turn up every week, spend time with our members, help us to set up and clear up, serve a meal. We could not

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|||||||||| |---|---|---|---|---|---|---|---|---| |exist|without|them|or|our|dedicated| |management|team|and|the|Trustees who| |give|so|much|of their time|and|energy|to| |the|Forget|me|nots.| |We|have|had|several|bereavements| |during|the|year,|These|members|are| |sadly|missed,|and we|continue|to| |support|their|carers|as|they|go|through| |their|grief.| |Raising|funds|for|the|charity|is|an|on-| |going|task|and|we|are|always|looking| |for|new|ideas.|We|are|supported|by| |Crawley|Borough|Council|and|the| |National|Lottery. We were|also|given| |donations|from|local|organisations,| |such|as|Vinci|UK|foundation|Gatwick| |Airport,|to|provide|us|with|uniforms|and| |two|defibrillators,|enabling|us|to| |practice|some|of our|first|aid|training| |that we|all|completed|recently.| |Afternoon|Tea|is|always|a|good|way|to| |raise|funds|and|we|had|one|at|the| |Rugby|club where we|have|our Tuesday| |evening|sessions.|They|supported|us| |and|allowed|us|to|use|the|club|free|of| |charge.| |Whenever|possible,|and|if|invited,|we| |offer|talks|to|companies|wanting|more| |understanding|of coping|with|a|loved| |one|with|dementia|and|also|finding| |ways|of supporting|their workers|with| |caring|responsibilities.|We|sometimes| |receive|donations|from|them|as|a way|of| |thanks.|This|also|offers|us|an| |opportunity|to|recruit|volunteers|for|our| |sessions.| |||look|forward|to|another|year|of acting| |as|Chair,|we|will|be|looking|to|recruit| |more|Trustees|and|sharing|the|roles| |within|our|organisation.|

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

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||||||| |---|---|---|---|---|---| |Achievements|against|Para|1.44| |objectives|set| |Performance|of fundraising| |activities|against|objectives|||Para|1.41| |set| |GG|

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Investment performance	Para 4.47
againstobjectives

Financial Review

Review ofthe	the charity’s	the charity’s	Para 1.21
financial position		at the end		Significantenhancements to the
ofthe period				delivery ofsupport to carers in the
				2023/24 year resulted in an increase in
				both income and expenditure and was
				mostly due to the transfer in April 2023
				ofour main weekly activity, providing
				Friday lunch and support activities for
				carers and their loved ones, from a local
				Public House to Tilgate Community
				Centre.
				Additional expenditure forthis included
				staff (£5k), Premises (£3.8k) and
				catering (£5k) whilst our income
				increased (£6.2k). Funding forthe
				additional costs came from reserves,
				grants and donations. Average number
				ofmembers attending the Friday Lunch
				increased from 21 lastyear to 24witha
				peak of 32.
				Grants received this year increased
				substantially from £15.5k to £33.2k,
				although £17.2k ofthis was received
				towards the end of the financial year
				from National Lottery and will help
				support the local community overthe
				nexttwo financial years
				Overall income increased from £27.4k to
				£50.3k due largely to Grants received
				and the switch to providing catering
				ourselves for the members. Expenditure
				also increased from £20.4k to £36.9k
				mostly due to costs associated with the
				transfer of services to Tilgate
				Community Centre and staff/catering
				costs for the Friday Lunch support
				sessions.
				The charity delivered a surplus of£13k
				for the yearwith total funds reaching
				£99k ofwhich £71k is ring-fenced.
Statement	explaining the		Para 1.22%	The charity maintains reserves to
policy for holding		reserves		ensure it can continue to operate for a
statingwhy	they	areheld

		minimum of 1 year ifgrants or
		donations fall away.
reserves
Details offund materially in		Para 1.24
deficit
Explanation of any	Para 1.23
uncertainties about the
charity continuing as a going
concern

Additional information (optional)

You may choose to include further statements where relevant about:

|The charity’s principal
sources offunds (including|| Pat 1-47|| |---|---|---| |any fundraising)||| |Investment policy and||| |objectives including any|Pate 1.46|| |social investment policy||| |adopted||| |A description ofthe principal|| Para 1.46|| |risks facing the charity||| |~||a|

Structure, Governance and Management

|Description ofcharity’s
trusts:|P||| |---|---|---| |Type ofgoverning document||Constitution lastamended 25" January| |||2022| |How is the charity|Para 1.25|clo| |constituted?||| |Trustee selection methods|Para 1.25|Elected by FMN club members atAGM| |including details of any||| |constitutional provisions e.g.||| |election to post orname of||| |any person or body entitled||| |to appoint one or more||| |trustees|||

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures
adopted forthe induction	Para 1.51
and training oftrustees
The charity’s organisational
structure and any wider	Pare Lot
network with which the
charity works
Relationship with any related	Para 1.51
parties
Saas	es

Reference and Administrative details

				The Forget	Me Not’s	(Crawle
		Othername the charity		uses _	The Forget	Me Nots
		Registered charity	number 1173729
		Charity’s principal	address 24 CliveWay
				Pound Hill
				Crawley
				West Sussex
				RH10 7AH
		es
Names	Names	Names ofthe charity trusteeswho manage the			charity
2	‘		Beverly Loxston- Bown		Vice Chair
3.	4		Stephen Remfry Alison Burke		Treasurer	_	General Fundraising Mgr
5	"		Carlos Portal Castro		Critical Funding Officer
6.			MikeHotham		ComplianceOfficer		Commenced9/2/23

Names of the charity trustees who manage the charity

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

,-e

[DirectornameCTSSCSC~S—SSSOOCCC | id es

Name of trustees holding title to property belonging to the charity

[Trusteename si «Dates acted ifnotforwholeyear[ se Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

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)

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.

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|||||||| |---|---|---|---|---|---|---| |Signed|on|behalf|of the|charity’s|trustees|,| |gnature(s)||LZ|Wey,| |Position|(eg|Secretary,||..|”| |Chair,|etc)||<7|TREADRER|-| |DateMI /AS—|

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CC16a

g@-y| CHARITY COMMISSION | | FOR ENGLAND AND WALES |Forget Me Not Club (Crawley) 1173729 Receipts and payments accounts For the period To from 01/04/2023 31/03/2024

Section A Receipts and payments Unrestricted Restricted Endowment Total funds Last yoar funds funds funds tothe nearest £ to the nearest£ to the nearest£ to the nearest£ to the nearest£ aA1 Receipts 7 [3208| [DonationsSCSCSC“~S~dCSnwo] [seo TS Freaicofestunch es |es Le ———SOS~—SSSSSCSC || ) PP 8 | Sub total (Gross income for AR) | sae ae | an A2 Asset and investment sales, (see table). Subtotal ——a_— Total receipts [15448] oe] eS) aaa A3 Payments Cd 1 Cd | ES aes |A 8A CL [| CT | (220 fEneranment Cf te| esee |ee 880| (A |es SeatedbecsesSSC~sCSC‘“‘~stOYCCd CS PT ret SC~—C—CSC soee -— |4| |SNR |ee Cd Less Sub total__ 17.705] aaa A4 Asset and investment purchases, (see table) 1 Year Fixed Deposit id NS Net of receipts/(payments) | - 1,657} | - cui, © eee a 28,627 7,030 ASTransfersbetweenfunds [||{LTLT | 85,950 78,919 AG Cash funds last year end ors)[__—sseate|] | Cash funds this year end zor] [_____ aif GATE 35,960

Section B Statement of assets and liabilities at the end of the period Unrestricted Restricted Endowment funds funds funds to nearest £ to nearest £ to nearest £ (agree balances with receipts and payments account(s)) Unrestricted Restricted Endowment funds funds funds De ‘ to nearest £ to nearest £ to nearest £ —_ Fund to which ' Current value asset belongs POSH Opuonien optional _ == Fund to which Cost (optional) Current value asset belongs P optional Fund to which Amount due When due = —: =liability relates optional =optional Signed by one or two trustees on 4 ‘ Date of behalf of all the trustees Signature Print Name approval | [1/36 Stove Remant 29 |

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‘Trustees Anthony Neale
tecrsvetmemerThe Forget Me Not citi, Club (Crawley) CetCrarlnwe,GER Gores CS
AWTS THUR
ion RECO 8s
05/01/2025
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Dear Trustees

I can confirm that from the documents supplied and Income and Expenditure Analysis that the Receipts and Payments Accounts provided to the Charity Commission for the period 01/04/23 to 31/03/24 are verified and correct.

I acknowledge the Trustees kind words thanking me for the work undertaken and the support to The Forget Me Not’s (Crawley) Charity, it is greatly appreciated.

Best Regards

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A.
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Anthony Neale FCMA (retired) (email: ukiony6 lu aoicom) (Mobile No: 07814010336)