_**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
H*i]wood & Co.
Cbartered Account*ttts

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 FebrU￿Y 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 ch￿IlY 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 le￿itOry 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 de￿￿nti4 carers and ex-carers.
The charity received £3,(KK) in r¢s￿l¢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 cu￿ent 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 Tra￿terS 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 ch￿l￿ble 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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