## **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 ## ## ## ## ##