Trustees’ Annual Report for the period
From 01/04/2024 To 31/03/2025
Charity name: Dementia Friendly Parishes around the Yealm
Charity registration number: 1180354
Objectives and Activities
| SORP reference |
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|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | • Our overarching aim and mission is summed up in our strap line: ‘We can’t change the person living with dementia, but we can change the experience they have in their community’ • Making a positive difference both to the experience of people living with dementia and the kind of community they live in • Enabling persons living with dementia to remain valued, visible, involved and active in their community for as long as possible • Reducing the isolation, loneliness and stigma that a diagnosis often can bring by encouraging our rural parishes to embrace these families and become a ‘dementia friendly’ community • Staying with these families and their carers, giving them support, advice and information throughout their dementia journey and beyond • Raising awareness within the community of the nature and effects of dementia on people with dementia and their carers and families • Making the views and experiences of persons living with dementia known to service providers in the community • Giving persons living with dementia, their families and carers a voice in the development, delivery and equality of access to local services and facilities • Providing information about dementia and other related problems arising from aging, illness or disease |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the |
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,our charity runs a community-wide programme of regular all year-round inclusive groups and activities. |
| activities, projects or services identified in the accounts. |
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 groups are dementia-friendly, enjoyed and supported by not only those people and families 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. |
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| 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 |
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|---|---|---|
| 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, many of which are led by them. They also contribute financially to funds on an ad hoc basis (e.g. Buying a table at events, donating speaking fees and travel expenses, contributing gifts and raffles, or paying for Christmas cards that were sold to raise funds) |
Our committee members use their contacts to create strong links with local businesses and institutions, persuading them in turn to volunteer their premises and skills to help us fundraise. In this respect we held two successful fundraising events. First an Open Garden thanks to the generosity of the owners of a local country house (Gnaton Hall). Additionally a local boutique owner has become an ‘ad hoc volunteer’ over the years and her support resulted in another Fashion Show held in memory of our late Treasurer Jacqui Avery, a founding member and trustee until 2022. These two events raised over £3600. The number of volunteer hours recorded in this financial year is circa 1350 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, as well as Trustee and Committee meetings. Our committee members also support the various groups and activities e.g. carers support, walking group Other
Achievements and Performance
| SORP reference |
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|---|---|---|
| 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 of Devon. In brief we work differently from many dementia charities and organisations in that 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 instead a community wide approach. This involves changing the way all of us think about dementia. The overarching work of our charity is informed by our strap line: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 training in raising 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 too. We were awarded the South Hams Community Award on 7 June 2024
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| Achievements against objectives set |
Para 1.41 | Continued popularity and demand for groups meant the addition of another Gentle Exercise in 2023 and a New Carers Support Group which was established in November 2024 Extended working with outside community groups and organisations rather than running everything ourselves e.g. working with the South Devon National Landscape Project ‘Life on the Edge’ to help restore our coastline with wildlife; and our local supported housing based in Venn Court in Brixton. Asked to give presentations at prestigious events (Plymouth International Conference) Contributed to the publication of guidance for 10,000 parish and town councils to become dementia friendly through the National Association of Local Councils (NALC). Promoted dementia friendly communities at a conference in Rutland in 2024 led by Alicia Kearns MP at the launch of Dementia Friendly Rutland. We continue to update and improve both the frequency and reach of our communications which includes – better/eye catching stands at events, reprinted and updated leaflets, regular columns in local magazines, active social media and regular updates and refresh to our website. |
| Performance of fundraising activities against objectives set |
Para 1.41 | As a local charity making a difference it is important to us that we are visible and seen as making a positive contribution to our communities. To this end we run many of our own fund-raising initiatives. This means we invite and involve the communities where we live and operate to take part with us in making a difference. However, we are aware that the increasing cost of living places many demands on families’ limited funds |
| Therefore, in this increasingly competitive arena, we acknowledge how important the successful application for grants is to our continued existence. To this end we have set up a small working group to better study, select and apply for suitable grants that will help us cover essential costs, further our reach and achieve our aims. |
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| Investment performance against objectives |
Para 1.41 | n/a - currently we do not invest any monies |
| 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 2025) the closing bank balance stood at £ 44,740 |
| 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: • wages 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 to continue as a going concern. We rely on the energy and determination of all our Trustees and with good administration and shared computer access means that others can pick up on this work should it be necessary. The Trustees are also aware of business continuity and succession planning and after 12 years of relatively stable operation are actively looking to refresh and recruit new and younger Trustees and Committee members to ensure the charity remains strong. Trustees are also looking at Plan B should circumstances change and it becomes impractical to continue as a charity. |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
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, local initiatives 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. |
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| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
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| 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 the current Trustees due to their recognised skills that would be of benefit to the CIO. • Individuals that have approached the current Trustees in joining the CIO as a Trustee, as they have appropriate experience and skills. |
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. |
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| 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 • South Devon National Landscape Project ‘Life on the Edge’ • University of Plymouth Medical School • South Hams Dementia Forum • South hams Caring Alliance |
| 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)
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
| Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
Elizabeth Hitchins |
Jackie Penney-Cousins | |
Chair |
Treasurer | |
| 24/10/2025 | ||
| 24/10/2025 |
| Dementia Friendly Parsihes around the Yealm Charity Name |
Dementia Friendly Parsihes around the Yealm Charity Name |
Dementia Friendly Parsihes around the Yealm Charity Name |
1180354 No (if any) |
1180354 No (if any) |
CC16a | |
|---|---|---|---|---|---|---|
| For the period from |
01/04/2024 Period start date |
To | 31/03/2025 Period end date |
|||
| Section A Receipts and payments | ||||||
| A1 Receipts | Unrestricted funds to the nearest £ 4,261 4,501 950 1,635 2,866 5,995 1,434 4,750 9,213 - 35,605 - - - 35,605 - 930 3,244 456 40 475 7,208 337 115 - 435 - 30,200 964 44,404 - - - 44,404 - 8,799 - - - 8,799 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 4,261 4,501 950 1,635 2,866 5,995 1,434 4,750 9,213 - 35,605 - - - 35,605 - 930 3,244 456 40 475 7,208 337 115 - 435 - 30,200 964 44,404 - - - 44,404 - 8,799 |
Last year to the nearest £ |
|
| Donations | 4,261 | 5,856 | ||||
| Fashion Show Event | 4,501 | - | ||||
| Fundraising | 950 | 4,111 | ||||
| Gift Aid | 1,635 | 1,002 | ||||
| Gnaton Gardens Event | 2,866 | - | ||||
| Groups & Activities Income | 5,995 | 5,698 | ||||
| In Memorium Donations | 1,434 | 2,413 | ||||
| Local Government Grants | 4,750 | 3,375 | ||||
| Other Grants | 9,213 | 22,446 | ||||
| Tax Refund | - | 366 | ||||
| Sub total(Gross income for AR) |
35,605 | 45,267 | ||||
| A2 Asset and investment sales, (see table). |
||||||
| - | ||||||
| - | - | |||||
| Sub total | - | - | ||||
| Total receipts A3 Payments |
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| 45,267 | ||||||
| Equipment inc Laptops | - | 240 | ||||
| Expenses - Trustees & Volunteers | 930 | 1,179 | ||||
| Fashion Show Event | 3,244 | - | ||||
| Fees & Licences | 456 | 487 | ||||
| FundraisingCosts | 40 | 259 | ||||
| Gnaton Garden Event | 475 | - | ||||
| Groups & Activirties Costs | 7,208 | 6,892 | ||||
| Insurance | 337 | 319 | ||||
| Mobile costs | 115 | 369 | ||||
| Pension | - | 336 | ||||
| Promotional | 435 | 553 | ||||
| Salaries | - | 5,825 | ||||
| Self Empoyed Workers | 30,200 | 15,295 | ||||
| Software inc website | 964 | 1,497 | ||||
| **Sub total ** | 44,404 | 33,251 | ||||
| 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 | ||||||
| - 8,799 | - | - 8,799 | 12,016 | |||
| - | - | - | - | |||
| - | - | - | - | |||
| - 8,799 | - | - 8,799 | 12,016 |
CCXX R1 accounts (SS)
28/09/2025
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 31/03/2025 Details Details Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ 44,740 - - - - - 44,740 - 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 ELIZABETH HITCHINS J PENNEY-COUSINS |
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) |
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| Date of approval |
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| ELIZABETH HITCHINS | 03/10/2025 | ||
| J PENNEY-COUSINS | 03/10/2025 |
CCXX R2 accounts (SS)
28/09/2025
2
Independent examiner's report to the tri-,-,tces of Dementi?. P'i-
-,dly Parislip:.
Around the Yealm Cliaritable Incorporal-d Organisation ('IhE C.'IJ' I
I repoit to the charity Irustees on Iny exanii j i<lion of tlie accodi Its cf lh£ CIO foi Eli= Yiar
ended 31 March 2025.
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accounts in accordance with the FeqJirem: "l% of the Gharitieq .'4r'.
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