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2023-03-31-accounts

Trustees’ Annual Report for the period

From 01/10/2021 To 01/04/2023

Charity name: Dementia Friendly Parishes around the Yealm

Charity registration number: 1180354

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 •
Providing support to persons living
with dementia, their families and
carers, including by providing
advice, support and information:
•
Making the views and experiences of
persons living with dementia known
to service providers in the
community:
•
Enabling persons living with
dementia, their families and carers to
have a voice in the development,
delivery and equality of access to
local services and facilities: and
•
Providing information about
dementia and other related problems
arising from aging, illness or
disease.
•
Raising awareness within the
community of the nature and effects
of dementia on people with dementia
and their carers and families
Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.		 Para 1.17 and
1.19		 In direct response to the identified
needs of people living with dementia
and their families and to reduce
isolation and loneliness, we run
programme of regular all year-round
inclusive groups and activities.
These groups and activities include: -
• Arts & Crafts (meeting twice a month)
• Community Singing (monthly).
• Gentle Exercise led by Registered
Physiotherapists, focusing upon general
fitness, improving health and wellbeing
and falls prevention, (weekly).
• Reading (weekly)
• Walking, set up in collaboration with
Walking for Health (Plymouth) (weekly)
• Coffee and Chat (monthly).
• Carers Support Group, (monthly)
All the above are dementia friendly,
enjoyed and supported by not only
those people living with dementia but
also the wider community.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 Trustees have regard to the guidance
issued by the Charity Commission

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 Para 1.38 Contribution made by volunteers Other

Achievements and Performance

SORP reference
Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.		 Para 1.20 We are a unique, established and
developing local rural charity working
differently with people living with
dementia and their families in the five
rural parishes of Wembury, Brixton,
Yealmpton, Newton Ferrers and Noss
Mayo and Holbeton in the South Hams.
In brief we work differently because we
recognise how vitally important it is that
people living with dementia and their
families continue to be valued, visible
and active in their community, instead
of being separated off into groups
available only to people with dementia.
We take a different approach, a
community wide approach. This
involves changing the way all of us
think about dementia.

Our strap line is We can’t change the person living with dementia, but we can change the experience they have in their community. We work with our local shops, businesses, and organisations, offering information and raise awareness to promote a better understanding of what it means to live with dementia. In this way our community opens up opportunities for people living with dementia and other people living with hidden disabilities. In this way people living with dementia and their families find it possible to make new friends and still have fun alongside members of their community in inclusive activities where everyone feels valued and an important part of the groups. We know from feedback that people living with dementia feel that they have been welcomed and look forward to the next meeting … and equally importantly carers feel supported.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against
objectives set		 Para 1.41
Performance of fundraising
activities against objectives
set		 Para 1.41
Investment performance
against objectives		 Para 1.41
Other

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 At the end of this financial period (April
2023) the charity is healthy with a
closing bank balance of £41522
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 Dementia Friendly Parishes around the
Yealm maintains a reserve of £5013.00
for the redundancy payment of the
Project Coordinator that is employed in
the event of the Charity having to cease
operations due to the lack of funding
being obtained within the financial year.
( reviewed January 2023)**
Amount of reserves held Para 1.22 £5013
Reasons for holding zero
reserves		 Para 1.22 n/a
Details of fund materially in
deficit		 Para 1.24 n/a
Explanation of any
uncertainties about the
charity continuing as a going
concern		 Para 1.23 n/a

Additional information (optional)

You may choose to include further statements where relevant about:

The charity’s principal
sources of funds (including
any fundraising)		 Para 1.47 The charity is not linked to any national
funding streams or to any other national
dementia charity we rely solely on
donations and grant funding.
Investment policy and
objectives including any
social investment policy
adopted		 Para 1.46
A description of the principal
risks facing the charity		 Para 1.46
Other

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)
Para 1.25		 Constitution document
How is the charity
constituted?
(e.g unincorporated
association, CIO)		 Para 1.25 Charitable Incorporated Organisation
Trustee selection 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		 Para 1.25 Eligibility to be considered as a future
Trustee must meet the Charity
Commission’s regulations.
In general, a new Trustee will either be: -
• Existing Committee Members that
have expressed an interest to
become a Trustee.
• Individuals that have been invited to
apply by a current Trustee due to
their recognised skills that would be
of benefit to the CIO.
• Individuals that have approached a
current Trustee in joining the CIO as
a Trustee.

Additional information (optional) You may choose to include further statements where relevant about:

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

Reference and Administrative details

Charity name Dementia Friendly Parishes around the Yealm
Other name the charity uses n/a
Registered charity number 1180354
Charity’s principal address Pippins
Horn Lane
Brixton
Plymouth
PL8 2AB

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20		 Trustee name Office (if any) Dates acted if not for whole
**year **		 Name of person (or body) entitled
to appoint trustee (ifany)
Elizabeth Hitchins Chair
Jacqui Avery Treasurer 01/10/2021 – 27/11/2022
Edna Petrie
Gina Bastard
Caroline Hirst
Fiona Asian
Peter Hearn
Amanda Wirgman
Dermot Drought
Jackie Penney-
Cousins		 Treasurer 30/11/2022 – 31/03/2023

– Corporate trustees names of the directors at the date the report was approved Director name n/a

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year
n/a

Funds held as custodian trustees on behalf of others

Description of the assets n/a held in this capacity

Name and objects of the n/a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects

Details of arrangements for n/a 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

n/a

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

----- Start of picture text -----
Signature(s)
Jackie Penney-Cousins
Full name(s) Elizabeth Hitchins
Position (eg Secretary, Chair Treasurer
Chair, etc)
Date
02/01/2024
----- End of picture text -----

Charity Name No (if any) Dementia Friendly Parishes around the Yealm 1180354 Receipts and payments accounts CC16a For the period Period start date Period end date To from 01/10/2021 01/04/2023

Section A Receipts and payments Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest
£
2,904
1,700
26,987
6,797
7,572
959
314
3,017
50,248
-
-
-
50,248
24,842
1,757
8,440
1,037
2,497
1,001
466
674
835
606
2,846
1,932
531
47,462
-
-
-
47,462
2,785
-
-
2,785		 Restricted
funds
to the nearest £
-
-
5,013
-
-
-
-
-
5,013
-
-
-
5,013
-
-
-
-
-
-
-
-
-
-
-
-
-
-
5,013
-
-
5,013		 Endowment
funds
to the nearest £		 Total funds
to the nearest £
2,904
1,700
32,000
6,797
7,572
959
314
3,017
55,261
-
-
-
55,261
24,842
1,757
8,440
1,037
2,497
1,001
466
674
835
606
2,846
1,932
531
47,462
-
-
-
47,462

7,798		 Last year
to the nearest £
Donations 2,904 -
-
-
-
-
-
-
-
-		 2,904 4,405
In Memorium 1,700 1,700 1,000
Grants 26,987 32,000 9,000
Fundraising 6,797 6,797 -
GroupIncome 7,572 7,572 -
Seamoor Lottery 959 959 578
Gift Aid 314 314 2,992
Fashion Show 3,017 3,017 -
Sub total(Gross income for
AR)		 50,248 55,261 17,975
A2 Asset and investment sales,
(see table).
- -
-
-		 -
- - -
Sub total - - -
Total receipts
A3 Payments
- 55,261 17,975
Salary& NIC 24,842 -
-
-
-
-
-
-
-
-
-		 24,842 17,010
Pensions 1,757 1,757 535
Self Employed Worker 8,440 8,440 4,797
Expenses 1,037 1,037 -
Rent Hire of Rooms 2,497 2,497 13
Website 1,001 1,001 1,227
Insurance 466 466 385
Mobile 674 674 357
Computers & Equipment 835 835 -
Promotional items 606 606 -
GroupCosts egPhysio 2,846 2,846 10
FundraisingCosts inc Fashion Show 1,932 1,932 -
Fees & Licenses 531 531 620
**Sub total ** 47,462 47,462 24,954
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
- 47,462 24,954
2,785 5,013 -
7,798		 - 6,979
- - -
-		 - -
- - - 33,724
2,785 5,013 - 7,798 26,745

CCXX R1 accounts (SS)

10/01/2024

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
B1 Cash funds
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B5 Liabilities
B3 Investment assets		 Signature
Details
Details
Bank Balance April 2023
Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
36,509
5,013
-
-
-
-
36,509
5,013
Agreement Error
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name
J PENNEY-COUSINS
E HITCHINS		 Endowment
funds
to nearest £
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
J PENNEY-COUSINS
E HITCHINS

CCXX R2 accounts (SS)

10/01/2024

2