## **Trustees’ Annual Report for the period** **From** 01/04/2021 - **Period start date To** 31/03/2022 **Period end date** **Charity name:** BURSLEDON, HAMBLE AND HOUND DEMENTIA ACTION GROUP ## **Charity registration number:** 1185347 ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|To relieve the needs of persons living with
Dementia and their families and carers in
Bursledon, Hamble and Hound and the
surrounding areas in particular but not
exclusively by the provision of music-related
activities, the provision of advice, support and
information and by raising general awareness
and understanding in the community about
Dementia to reduce stigma, discrimination and
social isolation| |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|provision of music-related activities, the
provision of advice, support and information
and by raising general awareness and
understanding in the community about
Dementia to reduce stigma, discrimination and
social isolation| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**Confirmed**| ## **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|**COVID has had a massive impact on the**
**charity due to not being able to hold our**
**events throughout the last two years.**
**We have since Septmeber 2021 we were**
**able to hold our events again.**
**The benefits have included one of our**
**long term supporters being diagnosed**
**with dementia but still being able to**
**attend, enjoying the music and once up**
**dancing she is remembering the steps**
**making her husband’s afternoon.**| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|**£1636.42**| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**To spend on activities in the future.**| |Amount of reserves held|Para 1.22|**£1636.42**| |Reasons for holding zero
reserves|Para 1.22|**N/A**| |Details of fund materially in
deficit|Para 1.24|**NA.**| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**Lack of time from some trustees whilst**
**focussing on other work.**| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**We are a constitution.**| |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|**Chairperson – Alison Fisher**
**Secretary – Sandy Wyld**
**Treasurer – Kev Popat**| ## **Reference and Administrative details** |Charity name|BURSLEDON, HAMBLE AND HOUND
DEMENTIA ACTIONGROUP| |---|---| |Other name the charity uses|BHHDAG| |Registered charity number|1185347| |Charity’s principal address|SCiA
Amplevine House
Dukes Road
Southampton
SO14 0ST| ||| **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)**| |---|---|---|---|---| ||Alison Fisher|Chair||| ||SandyWyld|Secretary||| ||Kev Popat|Treasurer||| ||Maureen Queen|||| ||Michele Meek|||| ||Kathryn Duffell|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – Corporate trustees names of the directors at the date the report was approved **Director name** Name of trustees holding title to property belonging to the charity **Trustee name Dates acted if not for whole year** ## **Funds held as custodian trustees on behalf of others** |Description of the assets
held in this capacity|N/A| |---|---| |Name and objects of the
charity on whose behalf the
assets are held and how this
falls within the custodian
charity’s objects|N/A| |Details of arrangements for
safe custody and
segregation of such assets
from the charity’s own
assets|N/A| ## **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 ## **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**||||| |---|---|---|---|---| |||**Ketul Popat**||| |||||| ||||**Treasurer**|| ||||**19/01/2023**|| ||||**19/01/2023**|| |Charity Name - BURSLEDON, HAMBLE AND HOUND DEM|Charity Name - BURSLEDON, HAMBLE AND HOUND DEM|Charity Name - BURSLEDON, HAMBLE AND HOUND DEM|Charity No -
1185347
||| |---|---|---|---|---|---| |Annualaccountsforthe period|||||| |Period start date|**01/04/2021**|**To**|Period end date|31/03/2022|| ## **Section A Statement of financial activities** |**Recommended categories by**
**activity**
Guidance Notes
**Incoming resources (Note 3)**
**Income and endowments from:**
Donations and legacies
S01
Charitable activities
S02
Other trading activities
S03
Investments
S04
Separate material item of income
S05
Other
S06
S07
**Resources expended (Note 6)**
**Expenditure on:**
Raising funds
S08
Charitable activities
S09
Separate material item of expense
S10
Other
S11
S12
S13
Net gains/(losses) on investments
S14
S15
**Extraordinary items**
S16
S17
S18
Other gains/(losses)
S19
S20
**_Reconciliation of funds:_**
S21
S22
1
**_Total_**
**_Net movement in funds_**
Total funds brought forward
**_Total funds carried forward_**
**_Total_**
**Net income/(expenditure) before investment**
**gains/(losses)**
**Net income/(expenditure)**
**Transfers between funds**
**Other recognised** **gains/(losses):**
Gains and losses on revaluation of fixed assets for the charity’s own use|**Unrestricted**
**funds**
**Restricted**
**income**
**funds**
**Endowment**
**funds**
**Total funds**
**Prior year**
**funds**
**£**
**£**
**£**
**£**
**£**
F01
F02
F03
F04
F05|**Unrestricted**
**funds**
**Restricted**
**income**
**funds**
**Endowment**
**funds**
**Total funds**
**Prior year**
**funds**
**£**
**£**
**£**
**£**
**£**
F01
F02
F03
F04
F05|**Unrestricted**
**funds**
**Restricted**
**income**
**funds**
**Endowment**
**funds**
**Total funds**
**Prior year**
**funds**
**£**
**£**
**£**
**£**
**£**
F01
F02
F03
F04
F05|**Unrestricted**
**funds**
**Restricted**
**income**
**funds**
**Endowment**
**funds**
**Total funds**
**Prior year**
**funds**
**£**
**£**
**£**
**£**
**£**
F01
F02
F03
F04
F05|**Unrestricted**
**funds**
**Restricted**
**income**
**funds**
**Endowment**
**funds**
**Total funds**
**Prior year**
**funds**
**£**
**£**
**£**
**£**
**£**
F01
F02
F03
F04
F05| |---|---|---|---|---|---| ||831|-|-|831|2,487| ||-|-|-|-|-| ||-|-|-|-|-| ||-|-||-|-| ||-|-|-|-|-| ||-|-|-|-|-| ||831|-|-|831|2,487| ||||||| ||-|-|-|-|-| ||482|-|-|482|1,200| ||-|-|-|-|-| ||-|-|-|-|-| ||482|-|-|482|1,200| ||||||| ||349|-|-|349|1,287| ||-|-|-|-|-| ||349|-|-|349|1,287| ||-|-|-|-|-| ||-|-|-|-|-| ||||||| ||-|-|-|-|-| ||-|-|-|-|-| ||349|-|-|349|1,287| ||||||| ||1,287|-|-|1,287|-| ||1,636|-|-|1,636|1,287| ||||||| ## **Section B Balance sheet** |**Fixed assets**
**Intangible assets (Note 15)**
**Tangible assets (Note 14)**
**Heritage assets (Note 16)**
**Investments (Note 17)**
**_Total fixed assets_**
**Current assets**
**Stocks (Note 18)**
**Debtors (Note 19)**
**Investments (Note 17.4)**
**Cash at bank and in hand (Note 24)**
**_Total current assets_**
**Creditors: amounts falling due within**
**one year (Note 20)**
**_Net current assets/(liabilities)_**
**_Total assets less current liabilities_**
**Creditors: amounts falling due after one**
**year (Note 20)**
**Provisions for liabilities**
**_Total net assets or liabilities_**
**Funds of the Charity**
**Endowment funds (Note 27)**
**Restricted income funds (Note 27)**
**Unrestricted funds**
**Revaluation reserve**
**_Total funds_**
Signed by one or two trustees on behalf of all
the trustees|Guidance Notes
B01
B02
B03
B04
B05
B06
B07
B08
B09
B10
B11
B12
B13
B14
B15
B16
B17
B18
B19
B20
B21|**Unrestricted**
**funds**
**£**
F01|**Restricted**
**income**
**funds**
**01/04/2021**
F02|**Endowment**
**funds**
**Total this**
**year**
**£**
**£**
F03
F04|**Endowment**
**funds**
**Total this**
**year**
**£**
**£**
F03
F04|**Total last**
**year**
**31/03/2022**
F05| |---|---|---|---|---|---|---| |||-|-|-|-|-| |||-|-|-|-|-| |||-|-|-|-|-| |||-|-|-|-|-| |||-|-|-|-|-| |||||||| |||-|-|-|-|-| |||-|-|-|-|-| |||-|-|-|-|-| |||1,636||-|1,636|1,287| |||1,636|-|-|1,636|1,287| |||||||| |||-|-|-|-|-| |||||||| |||1,636|-|-|1,636|1,287| |||||||| |||1,636|-|**-**|1,636|1,287| |||||||| |||-|-|-|-|-| |||-|-|-|-|-| |||||||| |||1,636|-|-|1,636|1,287| |||||||| |||-
1,636|||-|-| |||||-|1,636|-| ||||||-|1,287| ||||||-|| |||1,636|-|-|1,636|1,287| |||||||| |||Signature||Print Name||Date of
approval
dd/mm/yyyy| |||||Ketul Popat||19/01/2023| |||||||| CC17a (Excel) 19/01/2023 2