## **Trustees’ Annual Report for the period** ## **From 1 April 2023 To 31 March 2024** ## **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
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|| |---|---|---| |Policy on grant making|Para 1.38|N/A| |Policy on social investment
including program related
investment|Para 1.38|N/A| |Contribution made by
volunteers|Para 1.38|N/A| |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|All events are well attended, and 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.| ## **Additional information (optional)** You may choose to include further statements where relevant about: 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 ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|We continue to remain in a strong position
and continue to look at other events we can
do.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|We aim hold minimal reserves as the idea of
the group is to raise the money which will
fund the next event. We have ended the
year with more reserves than anticipated
due to a large donation from Co-Op
Membership charities. This will be invested
into events and the charity.| |Amount of reserves held|Para 1.22|£4,364| |Reasons for holding zero
reserves|Para 1.22|N/A| |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|N/A| ## **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|
Through events held either by a small
change for attending or raffle tickets and
donations.| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted.|Para 1.46|N/A| |A description of the principal
risks facing the charity.|Para 1.46|None| |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 – Sany Wyld
Treasure – Kev Popat.| ## **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|| |---|---|---| |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** |Charityname|Bursledon,Hamble and Hound Dementia Action Group| |---|---| |Other name the charityuses|BHHDAG| |Registered charitynumber|1185347| |Charity’s principal address|SCIA
Amplevine House
Dukes Road, Southampton
SO14 0ST| ||| ## **Names of the charity trustees who manage the charity** **Trustee name Office (if any) Dates acted if not for whole year** **Name of person (or body) entitled to** |1
2
3
4
5
6
7
8
9
1
0
1
1
1
2
1
3
1
4
1
5
1
6
1
7
1
8
1
9
2
0||||**appoint trustee (ifany)**| |---|---|---|---|---| ||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**|**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. ## **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)** Emma Grand-Scrutton **Position (eg Secretary,** Treasurer **Chair, etc) Date** 17.5.26 **Charity Name: Burseldon, Hamble and Hound Dementia ANo (if any) 1185347** ## **Receipts and payments accounts** **CC16a** **For the period** Period start date Period end date **To from** 4/1/2023 3/31/2024 ## **Section A Receipts and payments** |**Section A Receipts and payments**||||| |---|---|---|---|---| |**A1 Receipts**
Donations
**3,381**
Events held bythe charity
**200**
**-**
**-**
**-**
**-**
**-**
**-**
**3,581**
**-**
**-**
**_Sub total_ -**
**_Total receipts_ 3,581**
**A3 Payments**
CharityEvent Costs
**764**
Other Costs
**132**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**_Sub total_ 896**
**-**
**-**
**_Sub total_ -**
**_Total payments_ 896**
**_Net of receipts/(payments)_ 2,685**
**A5 Transfers between funds**
**-**
**A6 Cash funds last year end**
**1,949**
**_Cash funds this year end_ 4,634**
**Unrestricted**
**funds**
**to the nearest £**
**_Sub total_**_(Gross income for AR)_
**A2 Asset and investment sales,**
**(see table).**
**A4 Asset and investment**
**purchases, (see table)**|**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Restricted**
**funds**|**to the nearest £**
**Endowment**
**funds**|**Total funds**
**to the nearest £**
**3,381**
**200**
**-**
**-**
**-**
**-**
**-**
**-**
**3,581**
**-**
**-**
**-**
**3,581**
**764**
**132**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**896**
**-**
**-**
**-**
**896**
**2,685**
**-**
**1,949**
**4,634**|**Last year**
**to the nearest £**| |||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**3,381**|**423,541**| ||||**200**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**3,581**|**423,541**| |||||| |||**-**
**-**
**-**|**-**|| ||||**-**|**-**| ||||**-**|**-**| |||||| |||**-**|**3,581**|**423,541**| |||||| |||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**764**|**486**| ||||**132**|**145**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**-**|**-**| ||||**896**|**631**| |||||| |||**-**
**-**
**-**|**-**|| ||||**-**|| ||||**-**|**-**| |||||| |||**-**|**896**|**631**| |||||| ||**-**|**-**
**-**
**-**
**-**|**2,685**|**422,910**| ||**-**||**-**|**-**| ||**-**||**1,949**|**-**| ||**-**||**4,634**|**422,910**| ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B5 Liabilities**
**B4 Assets retained for the**
**charity’s own use**
Signed by one or two trustees on
behalf of all the trustees|**Details**
Cash in bank at year end
**Details**
**Details**
**Details**
**Details**
Signature
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
**to nearest £**
**4,634**
**-**
**-**
**-**
**-**
**-**
**4,634**
**-**
OK
OK
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
Print Name
Emma Grand-Scrutton
**Unrestricted**
**funds**
**Restricted**
**funds**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**|**to nearest £**
**Endowment**
**funds**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**to nearest £**
**Endowment**
**funds**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| |||Emma Grand-Scrutton|17.5.26| |||||