2024-03-31-accounts

Trustees’ Annual Report for the period

From 01/04/2023 To 31/03/2024

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: - • Community Singing (monthly). • Gentle Exercise led by Registered Physiotherapists, focusing upon general fitness, improving health and wellbeing and falls prevention, (weekly). • Listen & Laugh (Reading) (weekly) • Walking, set up in collaboration with Walking for Health (Plymouth) (weekly) • Coffee and Chat (monthly) • Monday Club (Arts & Crafts) (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. Visiting families who contact us and following up on referrals made by GP practices and other health and associated organisations. Linking with businesses and local organisations to help them and our community to become more dementia aware and friendly.
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
Policy on grant making	Para 1.38
Policy on social investment including program related investment	Para 1.38
Contribution made by volunteers	Para 1.38	Our Trustees and Committee members are all volunteers. All contribute to raising funds through organised events, such as coffee mornings sponsored walks, online art exhibition. They also contribute financially to funds on an ad hoc basis (eg. Buying a table at events, contributing gifts and raffles …. Opening up their house or garden paying for Christmas cards that were sold to raise funds) The number of volunteer hours recorded in this financial year is circa 1400 hours. This includes the hours for the administration of the charity e.g., Treasurer’s account management and the Chair’s varying meetings plus Trustees contribution for policy reviews and social media management.
Other		During this financial year our Project coordinator retired in June 2023.

The vacancy was reviewed by the Trustees and engaged a self-employed person to take the role of Community Development Lead in October 2023.

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 isWe 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	Achievements against objectives set	Para 1.41	An objectives this year was to improve our communications - this year this included – better/eye catching stands at events, reprinted and updated leaflets, active social media and regular updates and refresh to website.

Performance of fundraising activities against objectives set	Para 1.41	Applying for grants is often an impersonal way of achieving financial stability. Running our own fund-raising initiatives means we invite and involve the communities where we live and operate to take part in making a difference.
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 2024) the charity is healthy with a closing bank balance of £53,538
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	n/a
Amount of reserves held	Para 1.22	£0
Reasons for holding zero reserves	Para 1.22	All income from Grants and from Fundraising within the financial period by Dementia Friendly Parishes around the Yealm is used to fund: • salaries of self-employed employees. • associated costs of the group activities • Associated operating costs such as insurance, promotional, social media costs and administration
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	In the current economic climate when household budgets are stretched, we need to actively and vigorously pursue all available avenues of funding. We rely on the energy and determination of one or two Trustees in this instance but good admin and shared computer access means that others could pick up on this work should it be necessary
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. As well as approaching national sources of funding (e.g. The National Lottery) we also seek contributions from our five parish councils, district and county councillors, together with initiatives and efforts from Trustees, supporters and Committee members
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	Principle risk is the failure to secure grant funding or raise sufficient funds through fund raising events. The health of the charity’s finances is reviewed by the Trustees through the interrogation of the monthly treasurer’s report.

Another risk also in the age and health of Trustees and key post holders. To this end succession planning together with the robust recruitment of active Committee members is at the forefront of our operations. 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	Trustees are recruited as stated within our Recruitment policy and directed to the Charity Commission guidance – The essential trustee (CC3) New trustees are requested to sign the Code of Conduct policy as an agreement to abide by the required standards.
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	Other organisations often ask for our help, support and advice because we are perceived to be at the forefront of innovative community practice – these include: • Four Rivers Dementia Alliance • Links with National Association of local Councils • Life on the Edge • University of Plymouth medical school
Relationship with any related parties	Para 1.51	See above

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
	Gina Bastard
	Caroline Hirst
	Fiona Asian
	Peter Hearn
	Amanda Wirgman
	Dermot Drought
	Jackie Penney- Cousins	Treasurer

– 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)

Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)
Type of adviser Name Address
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
04/12/2024
----- End of picture text -----

	Charity Name Dementia Friendly Parishes around the Yealm	Charity Name Dementia Friendly Parishes around the Yealm	Charity Name Dementia Friendly Parishes around the Yealm	Charity Name Dementia Friendly Parishes around the Yealm	Charity Name Dementia Friendly Parishes around the Yealm	CC16a
	For the period from	01/04/2023 Period start date	To	Period end date 31/03/2024
Section A Receipts and payments
A1 Receipts	Unrestricted funds to the nearest £ 5,856 2,413 3,375 22,446 1,002 5,698 4,111 366 45,266 - - - 45,266 5,825 336 15,295 1,179 6,892 1,497 369 240 553 259 319 487 33,251 - - - 33,251 12,016 - - 12,016	Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Endowment funds to the nearest £	Total funds to the nearest £ 5,856 2,413 3,375 22,446 1,002 5,698 4,111 366 45,266 - - - 45,266 5,825 336 15,295 1,179 6,892 1,497 369 240 553 259 319 487 33,251 - - - 33,251 12,016		Last year to the nearest £
Donations	5,856		- - - - - - - -	5,856		2,904
In Memorium donations	2,413			2,413		1,700
Local Government Grants	3,375			3,375		6,125
Other Grants	22,446			22,446		25,875
Gift Aid	1,002			1,002		314
Group& Activities Income	5,698			5,698		7,572
Fundraising	4,111			4,111		7,756
Tax Refund	366			366		-
Sub total(Gross income for AR)	45,266			45,266		52,245
A2 Asset and investment sales, (see table).
	-		- - -	-
	-			-		-
Sub total	-			-		-
Total receipts A3 Payments
			-	45,266		52,245
Salary& NIC	5,825		- - - - - - - - -	5,825		24,842
Pensions	336			336		1,757
Self Employed Workers	15,295			15,295		8,440
Expenses - Trustees & Volunteers	1,179			1,179		1,037
Group& Activities costs	6,892			6,892		5,343
Software inc website	1,497			1,497		1,001
Mobile costs	369			369		674
Equipment inc Laptops	240			240		835
Promotional items	553			553		606
FundraisingCosts	259			259		1,932
Insurance	319			319		466
Fees & Licenses	487			487		531
**Sub total **	33,251			33,251		47,462
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
			-	33,251		47,462
	12,016	-	-	12,016		4,783
	-	-	- -	-		-
	-	-		-		26,745
	12,016	-	-	12,016		31,528

CCXX R1 accounts (SS)

29/10/2024

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 B5 Liabilities B4 Assets retained for the charity’s own use B3 Investment assets B2 Other monetary assets B1 Cash funds	Signature Details Details Details Details Bank Balance April 2024 Total cash funds (agree balances with receipts and payments account(s)) Details	Unrestricted funds Restricted funds to nearest £ to nearest £ 53,538 - - - - - 53,538 - 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)
			-
			-
			-
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			Current value (optional)
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			When due (optional)
			Date of approval
		E HITCHINS	11/04/2024
		J PENNEY-COUSINS	11/04/2024

CCXX R2 accounts (SS)

29/10/2024

2