2026-03-31-accounts

CHARITY COMMISSION FOR ENGLAND AND WALES

tito

Trustees' Annual Report for the period

From 1 April 2025 To 31 March 2026

Charity name: The Josephine Sara Charity for Dementia Wellbeing

Charity registration number:

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its	Para 1.17	The relief of elderly people with dementia by building and operating a care home or by
governing document		providing such facilities as are deemed
		appropriate for their care.
Summary of the main activities in relation to	1.19	Continuing our aim to enhance Wirral care home gardens we have now completed 2
purposes for the public beneft, in particular, activities, projects or services identifed in the accounts.		garden "Hugs" which give residents in both care homes a private and calm place to sit and enjoy fresh air and sensory planting.
		We are working on the fnal episode of our
		podcast, "Remember, design with dementia
		in mind" We are now going to plan the
Statement confrming whether the trustees have had regard to the guidance issued by the Charity	Para 1.13	podcast. We have taken the Charity Commissions public beneft guidance into account when making any decisions it is relevant to.
Commission on public
beneft

Additional information (optional)

You may choose to include further statements where relevant about:

	SORP re
Policy on grant making	Para 1.38
Policy on social investment
including program related investment	Para 1.38
Contribution made by
volunteer	Para 1.38
Other

Achievements and

Achievements and
	SORP reference
		The garden Hug which we have
		designed in 2 Wirral care home gardens
		is a bespoke sitting area, designed
Summary of the main achievements of the charity, Identifying the difference the	Рага 1.20	specifcally for the space available although the idea is adaptable to any outside space. This demonstrates that
charity's work has made to the circumstances of its		even a small or shady or awkward area can provide a much needed outside
benefciaries and any wider		sitting facility, so important to well being
benefts to society as a whole.		and health for people with dementia as well as staff. We are promoting this idea
		and reinforcing the fact that it is
		replicable and doesn't need to be
		expensive to put together.

Additional information (optional)

You may choose to include further statements where relevant about:

Achievements against	Para 1.41
objectives set
Performance of fundraising
activities against objectives	Para 1.41
set
Investment performance	Pa a 1.41
against objectives
Other

Financial Review

Financial Review
Review of the charity's	Para 1.21	Accounts are attached. There has been little
fnancial position at the end of the period		fnancial activity in the past 12 months.
Statement explaining the policy for holding reserves stating why they are held Amount of reserves held	Para 1.22 Para	Reserves are presently low as we have not actively sought funds, a policy will be developed once we are active.

Para 1.22 Reasons for holding reserves Details of fund 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 of funds (including	Para 1.47
any fundraising)
Investment policy and objectives including any	Para 1.46
social investment policy
adopted
A description of the principa	Para 1.46
risks facing the charity
Other

Structure, Governance and Management

Description of charity's
trusts: Type of governing document	Para 1.25	Constitution dated 24 April 2018
trust deed roval charter) How is the charity	Рага 1.25	Charitable Incorporated Organisation
constituted?
le.g unincorporated
association. CIO) Trustee selection	Para 1.25	Appointed by Trustees by resolution
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees

Additional information

You may choose to include further statements where relevant about:

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

Reference and Administrative details

Charity name	The Josephine Sara Charity for Dementia Wellbeing
Other name the charity uses
Registered charity number	1178209
Charity's principal address	35 Caldy Road
	West Kirby
	Wirral
	CH48 2HF

Names of the charity trustees who manage the charity

				Name of person
	Trustee name	Offce (if any)	Dates acted if not for whole	(or body) entitled to
			year	appoint (if any)
	Antonia Sara Kelly	Chair
2	Margaret Scott	Treasurer
3	Sally Whelan	Secretary
4
6
8
2
3
4
1
6
1
1
8
-O NO

Corporate trustees - names of the directors at the date the report was approved Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

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 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.

Signed on behalf of the charity's trustees

Signature(s) Full name(s) ANTONIA SARA-KELLY Position (eg Secretary, CHAIR Chair, etc Dat 29 June 2026