2021-03-31-accounts - The Josie Sara Charity for Dementia Wellbeing

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				SORP reference
Summary ofthe purposes the charity as set out in its governing document			of	Para 1.17	The relief ofelderly people with dementia building and operating a care home or by providing such facilities as deemed	by
					a ropriate for their care.
Summary activities	ofthe main in relation to those			Para 1.17and 1.19	To fulfil our objectives we have established partnership with Everton Minds which is	a
purposes	for the public				creating a dementia centre as part ofthe
benefit, in particular,		the			redevelopment ofGoodison Park. This
activities, identified	projects or services in the accounts.				allows us to improve the facilities beipg designed there for the care ofpeople with
					dementia.
					We have continued to approach Housing
					Associations in order to access government
					funding through the Community Housing
					Fund.
					We have commissioned research via
					Liverpool John Moore's University to assess
					the public benefit value. of3aspects ofour
					charity's objectives in order to improve and
					develo the charity.
Statement	confirming			Para 1.18	We have taken the Charity Commissions
whether the trustees		have			public benefit guidance into account when
had regard to the guidance					making any decisions it is relevant to.
issued by	the Charity
Commission on public
benefit

Financial Review	Financial Review
Review ofthe charity's financial position at the end ofthe eriod		Para 1.21	Accounts are attached. There has been little financial activity in the past 12months.
Statement explaining the policy for holding reserves stating wh the are held		Para 1.22	Reserves are presently low as we have not. actively sought funds, a policy will be developed once we are active.
Amount of reserves held		Para 1.22
Reasons for holding zero		Para 1.22
reserves
Details offund materially	in	Para 1.24
deficit
Explanation ofany		Para 1.23
uncertainties about the
charity continuing as a going
concern
Additional information	(optional)
You ma choose to include further statements			where relevant about:
The charity's principal
sources offunds (including		Para 1.47
any fundraising)
Investment policy and
objectives including any		Para 1.46
social investment policy
adopted
A description ofthe principal		Para 1.46
risks facing the charity
Other

Description of charity's
trusts:
Type ofgoverning document	Para 1.25	Constitution	dated 24 April 2018
How is the charity constituted?	Para 1.25	Charitable	Incorporated	Organisation
Trustee selection methods including details ofany	Para 1.25	Appointed	by Trustees	by resolution
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees

Policies	and	procedures
adopted	for the induction		and
training	oftrustees
The charity's		organisational
structure network	and with	any wider which the		Para 1.51	The organisational structure comprises the 3 trustees plus 2 additional team members.
charity works
Relationship		with any related		Para 1.51
parties
Other

ames	ofthe charity trust	ees who manage	the charity
	Trustee name	Office (ifany)	Dates acted ifnot forwhole eai	Name to a	ofperson (or body) entitled oint trustee if an
	Antonia Sara Kelly	Chair
	Margaret Scott	Treasurer
	Sally Whelan	Secretary
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	CHARITY COMMISSION	CHARITY COMMISSION	CHARITY COMMISSION	CHARITY COMMISSION	CHARITY COMMISSION		'"'"'"'	'"'"'"'
	FOR		ENGLAND AND	WALES			JosePhine Sara		Foundation					1178209
							For	Receipts and payments the period To from 01-A r-28				31-Mar-21 accounts					CC16a
~		" - -
			~	.		~	~.
							Unrestricted		Restricted		Endowment
							funds		funds		funds			Total funds			Last year
							to the	nearest	to the	nearest E	to the nearest		K	to the nearest	K	s	to the nearest	K
A1 Recei	ts
One Off Donations
Online Shopping		Easyfundraising						43							43
u	o	a	ross income		or
				AR)
sse	an		inves men sa es,
see table	.
			u	to	a
			Total receipts
A3 Pa ments
Wedsite Maitenance								35
			Sub	total				35
A4 Asset and		investment
			Sub	total
			Total payments
Net of	receiptsl(payments)
A5 Transfers		between funds
A6 Cash funds			last year end
Cash	funds this year			end

~	m			~	~		~ ~	~		~ s
							Unrestricted	Restricted				Endowment
							funds		funds			funds
							to nearest E	to	nearest		R	to nearest	K
B1Cash	funds		Co-opertive Current	Account			1,592
				Total	cash funds
			(agree balances	with receipts		ahd payments
						account(s))
							Unrestricted	Restricted				Endowment
							funds		funds			funds
							to nearest K	to	nearest		K	to nearest	R
B2Other	monetary assets
							Fund to which asset belon s	Cost		(optional)		Current value o tional)
B3Investment		assets
							Fund to which asset be)on s	Cost		(optional)		Current value o onal
B4Assets retained for the
charity's	own	use
							Fund to which	Amount due				When due
							liabili relates		o	tional		o tional
B5Liabilities
Signed by one or two trustees on behalf of all the trustees			Signature				Print Name					Date of a roval
							Mar aret Scott