## **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|| |---|---|---| |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.**| |---|---|---| |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, 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|| |---|---|---| |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.**| |---|---|---| |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.**| |---|---|---| |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 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.**| |---|---|---| |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**||||||| |||||||**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)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| |||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= Yi￿ar ended 31 March 2025. Responsibilities and basis of feport As the charity trLlStetso of IIFe CIO you are i = sllonsible for the p-eiicl ¥ iicin of th accounts in accordance with the FeqJirem: "l% of the Gharitieq .'4r'. 011 {'+hc Ni:t' I report iii respect Jf iiiy e.xiiiiiiiialiori of tl), . Jjil's aceoiints c.ai it: I ,-,i.t Jnd&i' st. iji,. 144 of the Act. In carryiii q out niy exrliniriatinp. Icive folloiNed all ,31 ipl.C "ialye comf: t(. I'i'i attention in coline￿lOn iv.,th the. p.xapii!?i?ti(.'.'i c'iving IRie cause tfi lJ-. Ii(3ve tliat material respect.. l. accounting iecortis were not kept as rEq'.iji'ed by section 1 ?{; (b. Ilir 2. the accounts do not ac.cord wilh 11?0%1. 4::.Inrds. P,ct. or I have no concerns aiid haiie collie ¢icross ti(k olher matte.rs in "-.i).Iii*:'"IiLill Wltl) ..(),: examination to whicl clttention should bts d aipbin in this report ir o'"di-T tci enaTr)Ip a ')rn;)er Linderstanding of the accounts to be reachi::I Signed: Richard Brown BA ALA CIA 77 Mewstone Avenbe.. )PJembury. Df!VQthl. Pl O OHU Date: 2211.12