Trustees’ Annual Report for the period
From April 2022 To March 2023
Charity name: Burseldon, 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 Dementa and their families and carers in Bursledon, Hamble and Hound and the surrounding areas in partcular but not exclusively by the provision of music-related actvites, the provision of advice, support and informaton and by raising general awareness and understanding in the community about Dementa to reduce stgma, discriminaton and social isolaton.’ |
| 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 |
BHHDAG hold musical events throughout the year for those living with dementia and their carers/loved ones. We also hold one big event that showcases what is available in the area for those living with dementia and their carers/loved ones. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Yes |
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
Our beneficiaries always ask when the next event is, as they always enjoy them and want to support the charity and what we are trying to achieve. Summary of the main achievements of the charity, identifying the difference the Para 1.20 charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.
Additional information (optional)
You may choose to include further statements where relevant about:
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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
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Financial Review
| Financial Review | |||
|---|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | We are in a good position and looking to offer different support groups in the three main areas. |
|
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We hold minimal reserves as the idea of the group is to raise the money which will fund the next event. |
|
| Amount of reserves held | Para 1.22 | £2,365 | |
| Reasons for holding zero reserves |
Para 1.22 | ||
| Details of fund materially in deficit |
Para 1.24 | ||
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | None |
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 |
Most of our money is gained from our events we do receive some funds from small groups who raise money for local charities. |
|---|---|---|
| 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 | |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| 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 | Chairman – Alison Fisher Secretary – Sandy Wyld Treasurer – Kev Popat |
| Additional information (optional) You may choose to include further statements where relevant about: |
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| 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 | Bursledon, Hamble and Hound Dementia Action Group |
|---|---|
| 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 (if any) |
|---|---|---|---|---|
| Alison Fisher | Chairman | |||
| SandyWyld | Secretary | |||
| Kev Popat | Treasurer | |||
– 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
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for 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 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.
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Signed on behalf of the charity’s trustees
Signature(s)
Full name(s) Emma Grand-
Scrutton
Position (eg Treasure
Secretary, Chair,
etc)
Date 16.5.26
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Charity Name Burseldon, Hamble & Hou
Recei ts and a ment p p y
Period star
For the period from Section A Receipts and payments
| Charity Name Burseldon, Hamble & Ho | Charity Name Burseldon, Hamble & Ho | Charity Name Burseldon, Hamble & Ho | |
|---|---|---|---|
| Receipts andpaymen | |||
| For theperiod from | Period star | ||
| Section A Receipts andpayments | |||
| Unrestricted funds |
Restrict ed funds |
||
| to the nearest £ | to the nearest £ |
||
| A1 Receipts | |||
| Donations and Legacies | 423 | - | |
| Charitable Activities | 561 | - | |
| Other TradingActivities | - | - | |
| Investments | - | - | |
| Separate Material item of income | - | - | |
| Other Costs | - | ||
| - | - | ||
| - | - | ||
| Sub total(Gross income for AR) | 984 | - | |
| A2 Asset and investment sales, (see table). | |||
| - | |||
| - | - | ||
| Sub total | - | - | |
| Total receipts | 984 | - | |
| A3 Payments | |||
| Charitable Activities | 486 | - | |
| Other Costs | 146 | - | |
| - | |||
| - | |||
| - | |||
| - | - |
| - | - | h | ||
|---|---|---|---|---|
| - | - | |||
| - | - | |||
| Sub total | 632 | - | ||
| A4 Asset and investmentpurchases, (see table) | ||||
| Plastic Boxes for Tea Dance crockery | 38 | - | ||
| - | - | |||
| Sub total | 38 | - | ||
| Totalpayments | 670 | - | ||
| Net of receipts/(payments) | 313 | - | ||
| A5 Transfers between funds | - | - | ||
| A6 Cash funds lastyear end | 1,636 | - | ||
| Cash funds thisyear end | 1,949 | - | ||
| Section B Statement of assets and | liabilities at | the en | d of t | |
| Categories | Details | |||
| B1 Cash funds | Cash in Bank atyear end | |||
| Total cash funds |
||||
| ~~(agree balances with receipts and payments~~ account(s)) |
||||
| Details | ||||
B2 Other monetary assets Details B3 Investment assets DetailsPlastic Boxes for Tea Dance crockery B4 Assets retained for the charity’s own use Details B5 Liabilities Signed by one or two trustees on behalf of all the trustees Signature
| und Dementia action Grou | und Dementia action Grou | 1185347 |
1185347 |
CC16a | |||
|---|---|---|---|---|---|---|---|
| ts accounts | |||||||
| rt date | To | Period end date | |||||
| 1/4/2022 | 31/3/2023 | ||||||
| Endowment funds |
Total funds |
Lastyear | |||||
| to the nearest £ | to the nearest £ |
to the nearest £ | |||||
| - | 423 | 831 | |||||
| - | 561 | 482 | |||||
| - | - | - | |||||
| - | - | - | |||||
| - | - | - | |||||
| - | - | - | |||||
| - | - | - | |||||
| - | - | - | |||||
| - | 984 | 1,313 | |||||
| - | - | ||||||
| - | - | - | |||||
| - | - | - | |||||
| - | 984 | 1,313 | |||||
| - | 486 | 482 | |||||
| - | 146 | - | |||||
| - | - | - | |||||
| - | - | - | |||||
| - | - | - | |||||
| - | - | - |
| - | - | - | |||||
|---|---|---|---|---|---|---|---|
| - | - | - | |||||
| - | - | - | |||||
| - | 632 | 482 | |||||
| - | 38 | ||||||
| - | - | ||||||
| - | 38 | ||||||
| - | 670 | 482 | |||||
| - | 313 | 831 | |||||
| - | - | - | |||||
| - | 1,636 | - | |||||
| - | 1,949 | 831 | |||||
| heperi | od | ||||||
| funds | funds | Endowment funds | |||||
| to nearest £ | to nearest £ | to nearest £ | |||||
| 1,949 | - | - | |||||
| - | - | - | |||||
| - | - | - | |||||
| 1,949 | - | - | |||||
| OK | OK | OK | |||||
| Unrestricted funds |
Restricted funds |
Endowment funds | |||||
| to nearest £ | to nearest £ | to nearest £ | |||||
| - | - | - | |||||
| - | - | - | |||||
| - | - | - | |||||
| - | - | - |
| - | - | - | |||||
|---|---|---|---|---|---|---|---|
| - | - | - | |||||
| Fund to which asset belongs |
Cost (optional) |
Current value(optional) | |||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| Fund to which asset belongs |
Cost (optional) |
Current value(optional) | |||||
| 37.9 | 38 | - | |||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| - | - | ||||||
| Fund to which liability relates |
Amount due (optional) |
When due(optional) | |||||
| - | |||||||
| - | |||||||
| - | |||||||
| - | |||||||
| - | |||||||
| Print Name | Date of approval | ||||||
| Emma Grand-Scrutton | 16.5.206 | 16.5.2026 | |||||