2021-09-30-accounts - Dementia Friendly Parishes Around The Yealm

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees’ Annual Report for the period

From 01/10/2020 Period start date To 30/09/2021 Period end date

Charity name: Dementia Friendly Parishes around the Yealm Charity registration number: 1180354

Objectives and Activities

----- Start of picture text -----
SORP reference
Summary of the Para 1.17 For the public benefit to promote
purposes of the charity individual and inclusive dementia
as set out in its friendly based activities and services
governing document for people with dementia, their carer’s
and families in the communities of
the parishes of Wembury, Brixton,
Yealmpton, Newton & Noss and
Holbeton in the County of Devon;
Summary of the main Para 1.17 and To support people living with
1.19
activities in relation to dementia and their families to remain
those purposes for the active and involved in their
public benefit, in community through i) employing a
particular, the activities, part time Project Coordinator, &
projects or services Project Support Worker ii) setting up
identified in the inclusive community activities across
accounts. the area
Statement confirming Para 1.18 The trustees have had regard to the
whether the trustees guidance issued by the Charity
have had regard to the Commission on public benefit
guidance issued by the
Charity Commission on
public benefit
----- End of picture text -----

Additional information (optional)

You may choose to include further statements where relevant about:

SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment

----- Start of picture text -----
The contribution made by volunteers
Para 1.38 is extremely valuable to the charity in
Contribution made by promoting inclusive community
volunteers activities for people living with
dementia and their families in our
area. Volunteers are
involved with the development of the
project to meet the changing needs of
people living with dementia and the
impact of increased awareness in our
communities
Other
----- End of picture text -----

Achievements and Performance

----- Start of picture text -----
SORP reference
The main achievements of the charity
in
this period were:
Summary of the main • Continuing to support over 50
Para 1.20
achievements of the people living with dementia and their
charity, identifying the families during the pandemic by
difference the charity’s regular weekly telephone contact
work has made to the throughout this period.
circumstances of its  Planning to restart community and
beneficiaries and any face to face activities as the
wider benefits to society guidance for COVID -19 changed
as a whole. but unable to proceed due to
Government regulations
 Continued remote meetings of the
Reading Group, Walking Group, Art
and Craft Group for people living
with dementia and their families
which included volunteers and
other interested people in the
community
 Continued with the remote Carer
Support Group
• Linking with statutory and other
agencies
in making referrals to the project.
Renewed the contract of the
project
support worker to coordinate all
the
inclusive regular group activities
craft,
exercise, walking, reading, singing
and
support people living with
dementia to
attend
• Speaking at Parish Council meetings
and
----- End of picture text -----

community groups remotely • Promoting dementia friendly communities locally and nationally – member of the 4 Rivers Dementia Alliance in South Devon, South Hams Dementia Forum and contributing to national research and consultation on the changing needs of people living with dementia in their communities Without the work of this charity in the area there would be no inclusive community provision for people living with dementia and their families.

Additional information (optional)

You may choose to include further statements where relevant about:

----- Start of picture text -----
Achievements against Para 1.41
objectives set
COVID restricted opportunities for
fundraising however grants were still
Performance of applied for
fundraising activities Para 1.41
against objectives set
Investment performance Para 1.41
against objectives
Other
----- End of picture text -----

Financial Review

----- Start of picture text -----
Review of the charity’s Para 1.21 The financial position of the charity at
financial position at the the end of the period ensured that the
end of the period charity could continue planning for at
least another year and continue to
fund raise to ensure future
sustainability
Statement explaining Para 1.22 Reserves are held against specific
the policy for holding grants for identified purposes.
reserves stating why
they are held
Amount of reserves held Para 1.22 £33369.00 including 10K
restricted
Reasons for holding zero Para 1.22
reserves
Details of fund materially Para 1.24
in deficit
Explanation of any Para 1.23 Being able to fundraise proactively
uncertainties about the during the pandemic in the local
charity continuing as a community
going concern
----- End of picture text -----

Additional information (optional)

----- Start of picture text -----
You may choose to include further statements where relevant about:
Local Fundraising, donations, Grants
from
The charity’s principal National & Local Charities and local
sources of funds Para 1.47 Sources
(including any
fundraising)
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
Securing Long Term Funding
A description of the Para 1.46
principal risks facing the
charity
Other
----- End of picture text -----

Structure, Governance and Management

----- Start of picture text -----
Description of charity’s
trusts:
Type of governing Para 1.25
document
(trust deed, royal
charter)
How is the charity Para 1.25 CIO
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25
methods 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
----- End of picture text -----

Additional information (optional)

You may choose to include further statements where relevant about:

----- Start of picture text -----
Policies and procedures
adopted for the induction Para 1.51
and training of trustees
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
----- End of picture text -----

Reference and Administrative details

----- Start of picture text -----
Charity name Dementia Friendly Parishes Around the Yealm
Other name the charity DFPaY
uses
Registered charity 1180354
number
----- End of picture text -----

----- Start of picture text -----
Charity’s principal Pippins
address Horn Lane
Brixton
Plymouth
----- End of picture text -----

Names of the charity trustees who manage the charity

----- Start of picture text -----
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Mrs E Hitchins Chair AGM
2 Mrs J Avery Treasurer AGM
Mrs C Hirst Trustee AGM
3
4 Mrs E Petrie Trustee AGM
5 Mr D Drought Trustee AGM
6 Mr P Hearn Trustee AGM
7 Mrs A Wirgman Trustee AGM
8 Mrs G Bastard Trustee AGM
Mrs F Asain Del Trustee AGM
9
Barco
10
11
12
13
14
15
16
17
18
19
20
----- End of picture text -----

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

----- Start of picture text -----
Trustee name Dates acted if not for
whole year
----- End of picture text -----

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 objects 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) E Hitchins J A Avery Full name(s) E Hitchins J A Avery Position (eg Secretary, Chair, etc) Chairwoman Treasurer Date 22/05/2022

Dementia Friendly Parishes Around the Yealm 1180354) Receipts and payments accounts CC16a For the period Period start date Period end date To from 01-Oct-20 30/09/2021

Section A Receipts and payments	Section A Receipts and payments
A1 Receipts	Unrestricted funds to the nearest £ 4,650 1,000 4,500 578 2,992 - 13,720 - - - 13,720 17,010 4,797 535 13 1,227 385 357 10 620 24,954 - - - 24,954 - 11,234 - 40,403 29,169	Restricted funds to the nearest £ 4,500 4,500 - - - 4,500 - - - - - - - - - - - - - 4,500 - 4,500	Endowment funds to the nearest £	Total funds to the nearest £ 4,650 1,000 9,000 578 2,992 18,220 - - - 18,220 17,010 4,797 535 13 1,227 385 357 - 10 - 620 24,954 - - - 24,954 - 6,734	Last year to the nearest £
Donations	4,650		- - - - - - - - -	4,650	5,845
In Memorium	1,000			1,000	1,044
Grants	4,500			9,000	19,950
Fundraising					2,493
GroupIncome					2,211
seamoe Lottery	578			578	650
Gift Aid	2,992			2,992	-
	-				-
*Sub total*(Gross income for AR)	13,720			18,220	32,193

A2 Asset and investment sales, (see table).
	-		- - -	-
	-			-	-
*Sub total*	-			-	-
*Total receipts* A3 Payments
			-	18,220	32,193

Salary/NHI/Epenses	17,010		- - - - - - - - -	17,010	17,297
self employed worker	4,797			4,797	4,962
Pensions	535			535	517
Rent Hire of Rooms	13			13	638
website	1,227			1,227	553
Insurance	385			385	260
Telephone/ Internet/Postage	357			357	858
Printing/Stationery/ Computer				-	1,238
GroupCosts Physio etc	10			10	2,011
FundraisingCosts				-	2,080
Fees & Licenses	620			620	968
**Sub total **	24,954			24,954	31,381

A4 Asset and investment purchases, (see table)
	-		- - -	-
	-			-
**Sub total **	-			-
*Total payments* *Net of receipts/(payments)* A5 Transfers between funds A6 Cash funds last year end *Cash funds this year end*
			-	24,954	31,381

	- 11,234	4,500	-	- 6,734	5,812
	-	-	-	-	-
	40,403			40,403	34,591
	29,169	4,500	-	33,669	40,403

CCXX R1 accounts (SS)

27/05/2022

Section B Statement of assets and liabilities at the end of the period

Details Details *Total cash funds* (agree balances with receipts and payments account(s)) Details Details Details E Hitchins Signature J Avery	Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - 29,169 4,500 OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name `J A Avery` `E Hitchins`	Endowment funds to nearest £
		-
		-
		-
		33,669
		Agreement Error
		Endowment funds to nearest £
		-
		-
		-
		-
		-
		-
		Current value (optional)
		-
		-
		-
		-
		-
		Current value (optional)
		-
		-
		-
		-
		-
		-
		-
		-
		-
		When due (optional)






		Date of approval
J Avery	`J A Avery`	Jan-22
E Hitchins	`E Hitchins`	Jan-22

CCXX R2 accounts (SS)

27/05/2022

CCXX R3 accounts ISSI 2710512022