| SORP reference | ||
|---|---|---|
| Summaryofthepurposesof | Para 1.17 | Therelief of elderly peoplewithdementiaby |
| thecharity as setoutinits | building and operating acarehome orby | |
| governing document | providing suchfacilitiesas are deemed | |
| aoorooriate fortheircare. | ||
| Summaryofthemain activities in relation to those |
Para1.17 and 1.19 |
Wehavecommissionedresearch with2 universities, Liverpool John Moore's |
| purposes forthepublic | University and Chester University,toassess | |
| benefit, in particular, the | thepublic benefit value ofthe3 aspectsof | |
| activities, projects or services | thecharity's objectives.Theresults have | |
| identifiedintheaccounts. | confirmedthevalue oftheaims and have | |
| helped usfocusourtheoriesand activities. | ||
| Wehave alsoformeda partnership with the | ||
| Old Gardencarehome in Hoylake,Wirralto | ||
| improvetheiroutside space.Theyhave | ||
| askedusto design a safe, stimulatingand | ||
| calming areatospecifically benefittheir | ||
| residents with dementia. | ||
| Statement confirming | Para1 -'18 | Wehave takentheCharity Commissions |
| whetherthetrusteeshave | public benefit guidance into account when | |
| had regard totheguidance | making anydecisionsit is relevantto. | |
| issuedbytheCharity | ||
| Commissiononpublic | ||
| benefit |
| SORP reference | |
|---|---|
| Policy on grant making | Para1.38 |
| Policy onsocialinvestment | |
| including program related | Para1.38 |
| investment | |
| Contribution madeby | |
| volunteers | Para 1.38 |
| Other |
| SORPreference | ||
|---|---|---|
| Wehaveobtainedresearch from | ||
| LJMU andChesterUniversity which | ||
| Summaryofthemain | Para1.2O | has provedtheefficacy of our aimsin practice andalsobenefitted the |
| achievementsofthecharity, | students by givingthema current | |
| identifyingthedifference the | and pertinent research project. | |
| charity'sworkhas made to | We alsoundertook her own statistical | |
| thecircumstancesofits | research intothecosts and financial | |
| beneficiaries and anywider | priorities of running a care home with | |
| benefitsto societyasa | aview to establishingtheeconomics | |
| whole. | ofbuildingpassively. | |
| Wehave recently createda | ||
| "dementia garden design team" with | ||
| threeadditional gardening experts | ||
| whowillassist withtheimprovement | ||
| oftheoutside space atTheOld | ||
| Gardencare home, Hoylake. | ||
| Weheldourfirstfullday awayday | ||
| withallfiveteammembers to | ||
| consolidate allourresearchand | ||
| establisha plan of action fortheyear | ||
| tocome. |
| Achievementsagainst | Pata1.41 |
|---|---|
| objectives set | |
| Performanceoffundraising | |
| activities against objectives | Para1.41 |
| set | |
| lnvestmentperformance | Para1.41 |
| against objectives | |
| Other |
| Financial Review | ||
|---|---|---|
| Review ofthe charity's | Para1.21 | Accountsare attached.Therehas been little |
| financialpositionatthe end | financialactivityinthe past12months. | |
| oftheoeriod | ||
| Statement explainingthe | Para1-22 | Reservesarepresently low aswehave not |
| policyforholding reserves | actively soughtfunds,a policywillbe | |
| statino whvthevare held | develooed onceweare active. | |
| Amountof reserves held | Para1.22 | |
| Reasonsforholding zero | Para1.22 | |
| reserves | ||
| Details offundmateriallyin | Para1.24 | |
| deficit | ||
| Explanationofany | Para1.23 | |
| uncertainties about the | ||
| charity continuing as a going | ||
| concern |
| The charity'sprincipal | |
|---|---|
| sources offunds(including | Para1.47 |
| any fundraising) | |
| lnvestmentpolicyand | |
| objectives including any | Para1.46 |
| socialinvestment policy | |
| adopted | |
| Adescription oftheprincipal | Para'1.46 |
| risks facingthecharity | |
| Other |
| Description of charity's | ||
|---|---|---|
| trusts: | ||
| Typeof governing document | Para1.25 | Constitution dated24 April2018 |
| Howisthecharity | Para1.25 | Charitable lncorporatedOrganisation |
| constituted? | ||
| Trusteeselectionmethods | Para 1.25 | AppointedbyTrusteesby resolution |
| including details of any | ||
| constitutionalprovisionse.g, | ||
| electiontopost or nameof | ||
| any personorbody entitled | ||
| toappoint one or more | ||
| trustees |
| Policies and procedures | ||
|---|---|---|
| adopted fortheinductionand | Para1.51 | |
| trainingoftrustees | ||
| Thecharity'sorganisational | ||
| structure and anywider | Para1.51 | Theorganisational structure comprisesthe3 |
| network withwhichthe | trusteesplus 2additionalteammembers. | |
| charity works | ||
| Relationshipwithany related | Para1.51 | |
| parties | ||
| Other |
| ReferenceandAdmin | istrativedetails |
|---|---|
| Charityname | TheJosephineSara Foundation |
| Othernamethe charitvuses | |
| Reqisteredcharitvnumber | 1178209 |
| Charity'sprincipal address | 35CaldyRoad |
| WestKirby | |
| Wirral | |
| CH48 2HF |
| mesof the charity truste | es whomanagethecharity | |
|---|---|---|
| Datesacted ifnotfor whole | Nameof person(or body)entitled | |
| to aoooint trustee | ||
| 1 | ||
| 2 | ||
| 3 | ||
| 4 | ||
| 5 | ||
| 6 | ||
| 7 | ||
| I | ||
| I | ||
| 10 | ||
| 11 | ||
| 12 | ||
| 13 | ||
| 14 | ||
| 15 | ||
| 16 | ||
| 17 | ||
| 18 | ||
| 19 | ||
| 20 |
| Unrestricted | Unrestricted | Restricted | Endowment | ||||
|---|---|---|---|---|---|---|---|
| funds tonearest€ |
funds tonearest€ |
funds tonearestf |
|||||
| BiCashfunds | Co-opertive Current Account | T-----------:t t------i _-___]l |
I-l | ||||
| Total cashfunds | |||||||
| (agree balanceswithreceipts | and payments | ||||||
| account(s)) | |||||||
| Unrestricted | Restricted | Endowment | |||||
| funds | funds | funds | |||||
| to nearest | € | - | to nearestf | tonearest€ - |
|||
| 82Other monetary assets | |||||||
| Cost (optionaU | |||||||
| 83lnvestment assets | |||||||
| Fund towhich | Cost (optional) | Current value | |||||
| 84 Assete retainedforthe | |||||||
| charity's ownuse | |||||||
| 85 Liabilities | |||||||
| Signedbyone ortwotrusteeson behalfof allthe trustees |
Signature | Name | |||||
| Scott | |||||||
| {hl | | |