## **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**
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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
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## **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
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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
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## **Achievements and Performance**
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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
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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:
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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
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## **Financial Review**
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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
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## **Additional information (optional)**
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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
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## **Structure, Governance and Management**
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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
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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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
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## **Reference and Administrative details**
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Charity name Dementia Friendly Parishes Around the Yealm
Other name the charity DFPaY
uses
Registered charity 1180354
number
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Charity’s principal Pippins
address Horn Lane
Brixton
Plymouth
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## **Names of the charity trustees who manage the charity**
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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
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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
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Trustee name Dates acted if not for
whole year
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**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
1
## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B5 Liabilities**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**|**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
2
CCXX R3 accounts ISSI
2710512022