Social Support and Friendship
TRUSTEES ANNUAL REPORT FOR YEAR ENDED 31[st] MARCH 2024
Charity Commission Registration No. 1179533 Registered Address: 9 Redcar Road, Wallasey, Wirral CH45 8LY www.dementiatogetherwirral.org
DEMENTIA TOGETHER WIRRAL RECEiYfs AND PA YMENTS ACCOUNT3 FOR THE YEAR ENDED 31 MARCH 20 Hi]wood & Co. Cbartered Accountttts
DEMENTIA TOGEfHER WIRRAL YEAR ENDED 31 MARCH 2024 Page ReEx)rt of the Trnstees Independent examiner's reiM)rt Sthtement of assets and liabilities Receipts and payment account Detailed accounl of funds OrganigTam
DEMENTIA TOGETHER WIRRAL ANNUAL REPORT FOR THE YEAR ENDED 31 MARCH 2024 Demenlia Together Wirral of 9 Redcar Road, Wallasey. CH45 8LY is registered with the Charity Commissioners (No. 1179533) and constituted as a Charitable Incorporated Orgdni5ation on 13 August 2018. The Charity is administered by ils Trusiees. cornprising: ChaiTperson Treasurer Trusiee Trusiee Trustee Truslec Trusiee A Grogan R Grice L Bird P Smith A Boote (Appoinled l February 2024) (Resigned 25 April 2023) (Appoinied l October 2023) P Chriscoli (Appointed l FebrUY 2024) Trusiees are 8elected by inierview and Board election wilh simple majority. The object of the charity is to relieve Ihe needs of tho.8e living wilh dementia, their carers and former Larers in Ilie Wirrdl by providing aLlivilies and services dire¥ied ai supp()rliiig them in Indinldining their Socliil lite wiihin Ihe commuiiAIy. The chIlY continues tu offer a wide range of eventt•, aclivities, and services throughuul the Wirral Peninsula region. Event% include Iheatre visits and similar one-otl. eniertainmenl5. Activilie5 offered include a range of memory cafe5, aciivily groups, mu%ic and %inging groups. a Wdlking group, dnd day outings such as narrowboal and coach trips. Services include the continuation of the aclivily box loan SLheme. The year saw quiie an expansion in the ilctivities of the Charity wilh Jddiiions in tru8tee5, staff and recruilmenl of more volunteers with continuing expansion within ihe leitOry covered per the charity'% Constitution. The users (friends) Ihat are supported with the events and activities increased Substantially during the year with favourable feedback from surveys iaken. A high spot of the year is the charity's nominalion for the Kings Award for Volunlary Service with a successful and very comprehensive a55e55ment having taken place in January 2024. Other features of ihe charity's exposure during the year were the partnerships establlshed with Housing and Well-being entilie5, continued co-operation with classic car clubs, participation in awareness events with NHS, social service b(Klies, superniarke15 and the like, as inforniation siands at shows, talks wilh interest groups and fundraising events.
ANNUAL REPORT FOR THE YEAR ENDED 31 MARCH 2024 {conlinued) The monthly calendar of activities and trips for Friends increased to nineieen. suTpa55ing the previous high with a further three more planned into 2024 plus ongoing ad h(K theatre trips. The charity. as a community based charity representative. attends regular dementia relaled board meetings with three local NHS Trusts and co-operates with similar minded locally based organi5ations. During the year the charity had 116 new people with denti4 carers and ex-carers. The charity received £3,(KK) in r¢sl¢led funding from CRH Charitable Tn15t lo help cover the volunleer's expenses. During the year the chariiy Uiilised these funds in theiT enlirety to support their volunleers. In house administration progressed with the introduciion of CRM. Donorfy, new accouT]Is package, as Xero, duly supported by familiarisation sessions. A well-attended Volunieer Workshop was held io process the earlier iniroduced Business Plan with exciling inpui io enable the charity lo maintain its impetus and improve its reach. The Chrislmas lunch again proved very su¢ces%ful for Friend5 with pre-dining live seasonal music provided by a l(Kal grammar school student group. The trustees have resolved to keep reserve funds in the range of three io six months of operating costs based on the cuent year's expenditure. In planning our activities for this year and future years we keep in mind the Charity Commission's guidance on public benefit. The Charity continues to constitute a public benefit entily. A Grogan, Chaitperson 30 August 2024 For and on behalf of the Trustees
DEMENTIA TOGETHER WIRRAL YDEPENDENT EXAMINERS REPORT FOR THE YEAR ENDED 31 MARCH 2024 I report to the Trustees of Dementia Together Wirral on the accounts for the year ended 31 March 2024 set out on pages 4 to 6. Responsibilities and basis of report As the charity trustees of the Trust. you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('Ihe Act"). report tn respect of my examination of the Trust's accounts carried oul under section 145 of the 2011 Act and in carying out my examination, I have followed the applicable directions given by the Charity Commission under section 145(5)(b) of the Act. I have compleied my examinaiion. I confirni that no malerial matters have come to my attention in connection with the examination which give me cause to believe that in any material respeci-. accounting records were not kept in accordance with section 130 of the Act. or th¢ accounts do noi accord with the accoulliing records. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to reached. A D French FCA Hailwood & Co. Chartered Accountants Moreion 30 August 2024
DEMENTIA TOGETHER WIRRAL ASSETS AND LIABILrrILs FOR THE YEAR ENDED 31 MARCH 2024 2024 2023 A&sets for the Charity's Own Use F4uipment brought forward Additions Disposals Equipment carried forward 1.518 989 1.425 781 (688) 2.507 1,518 Monetary Assets Bank current account 57,403 44,266 57.403 44.266 Liabilities Accountancy Other 450 555 456 555 Signed on behalf of the Trustees A Grogan, Chairperson 30 August 2024
DEMENfiA TOGETHER WIRRAL RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 31 MARCH 2024 Unre51rbCted Restricted Totsl Funds Total Fun 2024 2023 Incoming resources Donaiions 40.408 16.7(M) 6,223 365 40.408 64.131 6,223 365 14.290 26,750 2.327 3.198 Grants 47,431 Event fundraising Communiiy Groups Total Incomlng resources 03,696 47,431 111,127 46A65 Resources expended Accountancy Advertising Bank charges Chrisln)J% party Eniertkiner% diid riM)m hire 1.022 2.903 143 ,022 2,903 2.558 82 577 1.100 1,852 1.182 2,421) 15,764 177 179 1,261 rundrdi%inbT C()n%ulian¢y General exp¢nses In¥urance 15,764 177 3,074 525 179 179 Offire eosis PTemi$e% rentthl Prvfe%sional fees Purchases lor cafe5 and fundraising Purchase5 Qf Laplldl e4uipm¢nt Siaff salaries Theaire, coach and boai trips Volurtteer expenses 1,870 1,452 1.981 5,741 989 2,250 1,452 1.98] 8,U16 989 ,282 I.IX2 96 2.275 781 4.783 3.077 195 33.559 I2,0 5,849 38.342 15.117 18.765 9,279 4.117 Total resources expended 140,935) (57,055) (97,990) 144J39) Net Income for ihe year 22,761 19,624) 13.137 2226 Opening bank Nei income 14.680 22.761 29.586 (9.624) 44.266 13,137 42.040 2.226 Closing bank 37.441 19.962 57,403 44,266
DEMENTIA TOGETHER WIRRAL DETAILED ACCOUNT OF FUNDS FOR THE YEAR ENDED 31 MARCH 2024 Brought Infoming Forward Resources Resource5 Carried Expended TraterS Forward Unrestricted funds 14.680 63,696 (40.935) 37.441 Total unrtstricted funds 14,680 63,696 140,935) 37,441 Reslricled (unds Dowager Countess Eleanor Peel Trust Lord Leverhuime's Chariiable Trnst .761 .020 6,51K> 15,805 11,761} {1.020) {6,5(K)} 115,805) {2,(KXTrI {2,5(KTrl (2.501 (2,0851 13001 (858) (4801 1900) 13,8731 Anne Duchess of Wesiminsier Charity Awatds for All Gould Family Tru.%t Hcmby Trnsl Wirral Farniers Markei 2.51]0 250 Liverpool Chariiy and Volunrary Service4 The PennyLress Trusi W G Edwards Charit#ble Trugt 1,150 480 292 Wallasey Lions Club Skelton Chariiy Mcdicash Foundaiion 900 3,873 3.000 3.000 Albert Hunt CRH Chariiable Trusl Pilkington Charits'es Fund Big Help Community Impact Fund The Sweiienham Foundation 13,INM)I (5,(KK)I (1.2501 (2501 11,5601 (480) ,250 250 W O Siree( Chatitable Foundalion Robert Clutterbuck chlble Trust 2,5(K) 940 1.520 6.750 PH Holi Foundaiion 6.750 Price Parry Trnst Burbo Bank Extension Community Fund 4.183 {4,1831 Totsl restrleted futtds 29J80 47A31 (57,055) 19,962 Total funds 44366 111.127 (97,990) 57,403
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