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2023-02-28-accounts

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Trustees' Annual Report for the period

Period start date Period end date Date Month Year Day Month Year 1st March 2022 28th February 2023 From To

Section A Reference and administration details

Charity name Engage

Other names charity is known by

Registered charity number (if any) 1175761

Charity's principal address 6 Chelgates = Bexhill on Sea East Sussex TN39 3BU

Names of the charity trustees who manage the charity

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20		 Trustee name Office (if any) Dates acted if not for whole
year		 Name of person (or body) entitled
to appoint trustee(if any)
Gillian Roberta
Smyth		 Chair
Janet Tourell
Denise Agnes
Leary		 Secretary
Peter Damian
Smyth
Richard Norman
Miers
Amanda Mary
Chapman
Marian JoyFiltness

Names of the trustees for the charity, if any, (for example, any custodian trustees)

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Name Dates acted if not for whole year

Names and addresses of advisers (Optional information)

Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information)
Type of adviser
Name
Address
Treasurer/Book-keeper Karen Hammond Magnums, Pages Hill, Heathfield, TN21 0UU

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

Denise Leary, Secretary & Lead Engage Co-ordinator

Section B Structure, governance and management

Description of the charity’s trusts

Engage Constitution Type of governing document (eg. trust deed, constitution) CIO How the charity is constituted (eg. trust, association, company) Trustees are appointed by the existing trustees Trustee selection methods (eg. appointed by, elected by)

Additional governance issues (Optional information)

On the whole, we have returned back to normal post-pandemic. Numbers You may choose to include at the TN22 Club are back to the same level; however, the TN22 Plus additional information, where Club is still lower and we would like to have more dementia members relevant, about: attending.  policies and procedures adopted for the induction and With the cost of living rises, our venue fees have substantially gone up this training of trustees; year. We’ve also found that our grant applications are becoming harder to  the charity’s organisational find as applications appear to be focussing on supporting those in need of financial support due to the higher cost of living. We are looking at doing structure and any wider more fund-raising this year and are planning to run a New Year Race network with which the charity Night. works;

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 health of people over 60 in the TN21 and
TN22 areas of Wealden, who have dementia or memory loss and their
carers, by the provision of social activities, information and support.
The promotion of social inclusion among older people, who are excluded
from society because they live in a rural isolated area, may live alone, or
who are unable to drive or easily access public transport. We provide
recreational and therapeutic activities, socialisation, outings, a freshly
prepared lunch, including transport to and from home.
TN22 club
The TN22 club runs on alternate Wednesdays from 10.30am to 2.00pm
in Hadlow Down village hall, Hall Lane, Hadlow Down. We increased our
offer to members by starting earlier and therefore making a longer day. It
is run by staff and volunteers who are passionate about combating social
isolation and loneliness of older people. The Club offers entertainment
and activities, a freshly prepared 2-course lunch and outings.
Transportation is by volunteer drivers.
TN22 Plus Club
The TN22 Plus club runs on alternate Wednesdays in Hadlow Down and
is especially tailored for people with memory loss, or mild to moderate
dementia needs. The Plus club runs from 10.30am – 3.30pm and offers
respite for carers as well as an activity-packed day for members. The
club provides personalised activities and one-to-one support, regular
entertainment, a freshly cooked 2-course lunch, refreshments and
volunteer transport.

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Additional details of objectives and activities (Optional information)

Our charity couldn’t function without the support of our 30 plus volunteers who have a variety of roles. These include, drivers, activity helpers, setting-up and clearing away, kitchen help, befriending, helpers with outings and coffee mornings.

You may choose to include further statements, where relevant, about:

Our volunteers are an enthusiastic group of people, who are committed to helping people have a fun and socially interactive day and thus increase wellbeing. Living in a very rural area, with scarce transport links in the village, volunteer transport is essential and our drivers are indispensable to helping people get to and from the clubs and on outings.

We are encouraging our volunteers to take up more training organised by East Sussex County Council learning portal, which is free to voluntary organisations. In particular, there have been some positive reports from the online Dementia Tiers 1 & 2 courses, which allows the volunteers to work at it in their own time over a 5-day period plus receiving a certificate at the end.

Section D Achievements and erformance p

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Section D Achievements and erformance p

Summary of the main achievements of the charity during the year

Our main achievements throughout the past year have been to ensure that we deliver the clubs on a weekly basis in a safe and welcoming manner.

The TN22 Plus club supports around 12 members per session, which in turn supports their families and carers. This offers respite from their caring role whilst also offering stimulating activities for dementia clients. The majority of the club sessions had externally facilitated entertainment and we provided therapeutic activities and themed events, keeping the sessions fresh and topical. Our monthly session with Dementia Support East Sussex is very popular with members and volunteers alike. We are often able to offer a ratio of 1 volunteer to 1 member, which ensures personalised support and individualised attention.

TN22 Club – we are averaging around 26 members attending the club, which helps combat social isolation and loneliness for older people. We do have more capacity so hope to increase numbers. We often have entertainers or an external person visiting with interesting topics/skills.

At the TN22 club, we were able to offer more outings last year. We revisited the open gardens at Glyndebourne with a picnic lunch. We also had lunches at the Hydro Hotel with a mini-bus tour of Eastbourne and a local garden centre. We were able to provide these outings at a nominal cost due to the generosity of our donors.

We had a wide selection of entertainers visit both clubs, again funded by our donors. These included:

We have welcomed some new volunteers to the club and this is good news as it enables us to offer new and different skills and a fresh dynamic for members. We had a couple of celebrations to thank volunteers for their contribution. This included: a tea party in Hadlow Down cricket pavilion with plant pot gifts and a Christmas lunch in a local restaurant. It’s important that we continue to thank and show appreciation for our staff and volunteers, as we couldn’t function without them.

We produced a new website, which is contemporary and easier to navigate. It will also be more accessible in keeping up-to-date with news and photos. We‘re also using our Facebook page more by posting current news items and photos. We also produced new promotional flyers, which complemented the new website and are looking at promoting the clubs through flyer distribution.

We often receive unsolicited comments from members and here are a few:

“Thank you very much for the Christmas hamper, it was very nice. Also many thanks for your hard work and making our days out they were all great.”

“Just to thank you for all the hard work and organisation involved in giving us the TN22 Members such a lively and fun time on Wednesday. I’m sure

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Section D Achievements and erformance p

it was enjoyed and very much appreciated by all.” “I enjoy coming to the Plus club. You really talk to me.” “I want to tell you how wonderful you all are”. Some volunteer quotes: “Thank you for the organisation. It all went so well. It was the best celebration I have been to”. “As a fairly new volunteer to the TN22 club I would like to add my thanks for a lovely afternoon at the Volunteer tea party. We all volunteer because we want to help but it is so nice to feel appreciated. Thank you also for the unexpected gift of plants.” “Great afternoon tea. Thank you to the organisers, sounds like you had a lot of fun setting up, it all looked perfect.” “Although I am not a long-standing member of the lunch club, I must say the choice of entertainers has been excellent which I am sure has given much pleasure to us all.”

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Section E Financial review

Restricted reserves are represented by funds that are received for a Brief statement of the specific project or purpose. We ensure that these funds are restricted for charity’s policy on reserves the use according to the funding agreements of donors’ instructions by accounting them in a separate spreadsheet. Unrestricted reserves are made up of the charity’s activities for generating funds, and other donations which are expendable at the discretion of the Trustees to achieve the objectives of the charity. The Trustees have determined that the appropriate level of reserves to be held for non-earmarked expenditure should equate to 20% of total funds to provide sufficient working capital to cover delays in the spending and receipt of grants and to provide a cushion for unexpected emergencies. The Trustees are responsible for ensuring that the level and use of reserves is monitored. They will do this through the receipt of financial reports prepared by the Treasurer at each Board meeting. Details of any funds materially None in deficit

Further financial review details (Optional information)

Youmay chooseto include
additional information, where
relevant about:

the charity’s principal
sources of funds (including
any fundraising);

how expenditure has
supported the key objectives
of the charity;

investment policy and
objectives including any
ethical investment policy
adopted.		 Our principal source of funding is through grant applications. This
generally funds paid staff, volunteer expenses, training and hall hire.
We were very grateful to receive grant funding in this financial year from:
Sussex Community Foundation; Foyles; Allen Lane; Charles Hayward;
Albert Hunt and LCF. We have noticed of late that grant awards are lower
than the previous year, however, we are thankful for any amount.
A local organisation and a benefactor donated a generous amount to us.
These funds are used for the extras such as entertainment, activities,
craft supplies and outings. It enables us to expand our offer to members
and not be concerned that the extra costs might be prohibitive and we
want our fees to be as low as possible.
Earlier this year we joined the Wealden Community Grant lottery, which
is generating small but consistent sums of money for the charity. We also
signed up to Gift Aid and hope that we can attract some tax relief on our
donations.
We also generate income from our club sessions, although this does not
cover all the costs incurred such as staffing and venue hire.
We wouldn’t be able to function and meet our key objectives without
some paid staff. Most of our personnel are volunteers but we find that
paid staff is a necessity. These include a TN22 Club Manager and TN22
Plus Club Manager; Dementia Support Worker; Lead Engage Co-
ordinatorand a cook, allare self-employed and part-time.

Section F Other optional information

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Section G Declaration

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

Signed on behalf of the charity’s trustees

Signature(s)
Full name(s)
Position (eg Secretary, Chair,
etc)
Date		 D A Leary G R Smyth
Denise Agnes Leary Gillian Roberta Smyth


Secretary		 Board Chair
13 July 2023

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Charity Name No (if any) Receipts and payments accounts CC16a For the period Period end date To from 1.3.22 28.2.23

Section A Receipts and payments Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest
£
11,135
6,423
278
7
-
-
-
-
17,843
-
-
-
17,843
6,770
-
-
-
-
-
-
-
-
6,770
-
-
-
6,770
11,072
-
15,582
26,654		 Restricted
funds
to the nearest £
-
-
11,300
-
-
-
-
-
11,300
-
-
-
11,300
31,273
-
-
-
-
-
-
-
-
31,273
-
-
-
31,273
- 19,973
-
26,111
6,138		 Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Total funds
to the nearest £
11,135
6,423
11,578
7
-
-
-
-
29,143
-
-
-
29,143
38,044
-
-
-
-
-
-
-
-
38,044
-
-
-
38,044
- 8,901		 Last year
to the nearest £
Plus Club subs 11,135 7,876
TN22 Club subs 6,423 4,320
Grants & Donations 278 35,100
Amazon Smile 7 33
- -
- -
- -
- -
Sub total(Gross income for
AR)		 17,843 47,329
A2 Asset and investment sales,
(see table).
-
- -
Sub total - -
Total receipts
A3 Payments
47,329
6,770 37,483
- -
- -
- -
- -
- -
- -
- -
- -
**Sub total ** 6,770 37,483
A4 Asset and investment
purchases, (see table)
-
-
**Sub total ** - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
37,483
11,072 - 19,973 - - 8,901 9,846
- - - - -
15,582 26,111 - 41,693 31,847
26,654 6,138 - 32,792 41,693

CCXX R1 accounts (SS)

11/10/2023

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		 Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details
Details
Details
Signature		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
26,654
6,138
-
-
-
-
26,654
6,138
OK
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval

CCXX R2 accounts (SS)

11/10/2023

2

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/
members of
On accounts for the year
ended
Set out on pages		 ENGAGE ENGAGE ENGAGE
28 February 2023 Charity no
(if any)		 1175761
4i
(remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 28 February 2019. Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’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.

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.

Signed: Jacqueline Woollven Date: 28/06/2023 Name: JACQUELINE ANNE WOOLLVEN Relevant professional International Association of Bookkeepers (Fellow) qualification(s) or body (if any): Address: 24 Danforth Way, Ringmer, Lewes, East Sussex BN8 5GF

Section B Disclosure

Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .