Trustees’ Annual Report for the period
From 1 April 2020 To 31 March 2021
Charity name: CDS ACTION CHARITABLE TRUST
Charity registration number: 1180338
Objectives and Activities
----- Start of picture text -----
SORP reference
Summary of the Para 1.17 The Trust’s objectives are specifically
purposes of the charity restricted to the advancement of
as set out in its health for the public benefit in
governing document particular but not limited to the
provision of dental treatment and
other dental, health and social care
services and the promotion of
improved health care and related
education.
Summary of the main Para 1.17 and CDS Action Charitable Trust (‘the
1.19
activities in relation to Charity’) was registered on 16
those purposes for the October 2018 to act as a successor to
public benefit, in CDS Action, a charitable company and
particular, the activities, related party (charity number
projects or services 1153270), which continued to operate
identified in the up to 7 April 2020. On 7 April 2020,
accounts. near the start of this reporting period,
CDS Action transferred its remaining
monetary assets to The Charity in
order that the shared charitable
objectives could be best advanced
under the operation of the Charity.
During the period, the Charity raised
further incoming resources and began
receiving applications from, and
making grants to, charitable and non-
charitable bodies which further its
objectives.
Statement confirming Para 1.18 The Trustees can positively confirm
whether the trustees that they have had due regard to the
have had regard to the to the guidance issued by the Charity
guidance issued by the Commission on public benefit.
Charity Commission on
public benefit
----- End of picture text -----
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference
The Trust welcomes applications from
----- Start of picture text -----
Para 1.38 charitable and non-charitable bodies
Policy on grant making which further its objectives. The
trustees consider all applications
before prioritising and allocating
available resources to those that best
achieve the Trust’s objectives.
Policy on social Social investment (as defined in the
investment including Para 1.38 Charities Commission SORP) is not
program related significant (i.e. is immaterial and no
investment policy is defined).
Contributions by volunteers are not
Para 1.38 significant (i.e. this is immaterial and
Contribution made by a statement on it is not required).
volunteers
Not applicable.
Other
----- End of picture text -----
Achievements and Performance
----- Start of picture text -----
SORP reference
Summary of the main We have supplied 2000-3000
achievements of the toothbrush packs to assist with
charity, identifying the families living in deprivation or
difference the charity’s Para 1.20 homeless currently.
work has made to the Purchased a fish tank for a
circumstances of its neurological care setting for the
beneficiaries and any resident to be stimulated visually.
wider benefits to society A specialist bed for a local hospice
as a whole. who support pt who are terminally ill.
Supported a local oral health team
with a promotion with encouraging
children to care for their teeth.
Donation to a local hospital who
support and help pt’s undergoing
cancer treatment.
Donation to support a uk wide dogs
charity as they support people
requiring assistance dogs for comfort
and company as live alone or have a
disability.
Supported purchase of PPE
equipment for a local community
group so they would be able to open
to the public.
----- End of picture text -----
Additional information (optional)
You may choose to include further statements where relevant about: Achievements against No detailed objectives other than Para 1.41 objectives set Charitable objectives. Performance of Not applicable. fundraising activities against objectives set Para 1.41
Investment performance Para 1.41 against objectives Other
Not applicable. Not applicable.
Financial Review
----- Start of picture text -----
Review of the charity’s Para 1.21 During the period, £150,027 of
financial position at the incoming resources were raised,
end of the period materially via donation from CDS
Action and from Community Dental
Services CIC (hereafter ‘CDS-CIC’), a
not-for-profit social enterprise
headquartered in Bedford, which
provides community dental services
via contract, for instance, for the NHS.
CDS-CIC is also a related party. The
Charity furthers its objectives typically
by making grants to organisations
and enterprises which further its
objectives. Grants and similar
payments in the year in pursuit of the
charitable objective were £14,842 and
£8 was paid in administrative
expenses. These inflows and outflows
materially explain the increase in the
net asset position to £135,410, from a
brought forward balance of £234. All
assets are held in cash at bank.
Statement explaining Para 1.22 No contributions have been made
the policy for holding under restriction. The charity holds
reserves stating why general (unrestricted) reserves to
they are held allow for the effective administration
of its dealings, i.e. the furtherance of
its charitable objective, principally via
the accumulation of cash at bank
such that appropriate grants can be
made to achieve best its objective.
Amount of reserves held Para 1.22 The Charity started in 2018 with
£10,000 of pledged capital
contribution from its predecessor
charity which was materially settled in
the period, alongside an additional
circa £40,000 which was also
contributed (a single payment of circa
£50,000). On the last day of the
period, CDS-CIC contributed a further
£100,000. Therefore, the charity has
received circa £150,000 of
contributions, including the paying up
of its £10,000 starting capital
balance. Net of its outgoings of circa
£15,000 (materially for grants
awarded) the Charity has circa
£135,000 in reserves, with £10,000 of
this being the initial pledged capital.
Reasons for holding zero Para 1.22 Not applicable.
reserves
Details of fund materially Para 1.24 Not applicable.
in deficit
Explanation of any Para 1.23 Not applicable.
uncertainties about the
charity continuing as a
going concern
----- End of picture text -----
Additional information (optional)
You may choose to include further statements where relevant about:
----- Start of picture text -----
The charity is a related party of CDS-
CIC, a not-for-profit social enterprise
The charity’s principal headquartered in Bedford, which
sources of funds Para 1.47 provides community dental services
(including any via contract, for instance, for the NHS.
fundraising) Several trustees are employed by
and/or otherwise involved with CDS-
CIC. The charity is expected to
receive grants directly from CDS-CIC,
as well as undertaking its own fund
various raising activities which may
be associated with CDS-CIC.
Investment policy and Investment and therefore social
objectives including any investment (as defined in the SORP) is
social investment policy not significant (i.e. is immaterial and
adopted Para 1.46 no policy is defined).
A description of the The charity is not exposed to
Para 1.46
principal risks facing the significant operational risks given its
charity structure. It expects to receive
charitable contributions from related
parties, and then make grants to
other bodies for the furtherance of its
objectives. The biggest risk would
relate to any immediate curtailment
on the receipt of such contributions.
However, the charity only makes
onwards grants from available funds
and other commitments, liabilities
and cash out-flows are immaterial.
Other Not applicable.
----- End of picture text -----
Structure, Governance and Management
----- Start of picture text -----
Description of charity’s
trusts:
Type of governing Para 1.25 Trust Deed
document
(trust deed, royal
charter)
How is the charity Para 1.25 Unincorporated Association
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Trustees, in attendance at the
methods including governing body, can elect Trustees in
details of any accordance with the trust deed.
constitutional provisions
e.g. election to post or
name of any person or
body entitled to appoint
one or more trustees
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures The Chair and other experienced
Para 1.51
adopted for the Trustees provide face to face training
induction and training of to new Trustees covering the rights
trustees and obligations of the role.
The charity’s The Trust is independent and does not
Para 1.51
organisational structure operate as part of a network.
and any wider network
with which the charity
works
Relationship with any As well as CDS-CIC, for which many of
Para 1.51
related parties the Trustees are employees (or
otherwise involved), the Charity
recognises CDS Action (charity
number 1153270) as a related party.
The Trustees, many of whom are/were
common between CDS Action and
CDS Action Charitable Trust, recognise
the former as the predecessor charity
of the latter. The remaining assets of
CDS Action were transferred to the
Charity on 7 April 2020.
Not applicable.
Other
----- End of picture text -----
Reference and Administrative details
----- Start of picture text -----
Charity name CDS Action Charitable Trust
Other name the charity Not applicable.
uses
Registered charity 1180338
number
----- End of picture text -----
----- Start of picture text -----
Charity’s principal Dental Care Centre
address 3 Kimbolton Road
Bedford
Bedfordshire
MK40 2NT
----- End of picture text -----
Names of the charity trustees who manage the charity
----- Start of picture text -----
Name of person (or
Dates acted if not for
Trustee name Office (if any) body) entitled to appoint
whole year
trustee (if any)
1 Mr KJ Williams Chair
Mrs N Blake Trust
2
Secretary
Mrs CK Davies Trustee Term ended
3
31/10/2020
Mr SF Davies Trustee Term ended
4
31/10/2020
5 Mrs NJ Dennis Trustee
Mrs RA Doogan Trustee Term ended
6
31/10/2020
7 Mrs SM Jordan Trustee
Mrs B Parker Trustee Term commenced
8
1/1/21
Mrs K May Trustee Term commenced
9
1/1/21
Mrs C Ola Trustee Term commenced
10
1/1/21
Mrs M Hallam Trustee Term commenced
11
1/1/21
Mrs L Brown Trustee Term commenced
12
1/1/21
----- End of picture text -----
Corporate trustees – names of the directors at the date the report was approved Director name
Not applicable.
Name of trustees holding title to property belonging to the charity
----- Start of picture text -----
Trustee name Dates acted if not for
whole year
Not applicable.
----- End of picture text -----
Funds held as custodian trustees on behalf of others
Description of the assets Not applicable. held in this capacity
Name and objects of the Not applicable. charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements Not applicable. 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
Not applicable.
Name of chief executive or names of senior staff members (Optional information)
Not applicable.
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Not applicable.
Other optional information
Not applicable.
Declarations
The trustees declare that they have approved the trustees’ report above.
on behalf of the charity’s trustees
Signature(s) Full name(s) Nicola Blake Nicola Brown Position (eg Secretary, Chair, etc) Secretary Treasurer
Date 30/1/22