Registered Charity Number: 1186175 BUTTERFLIES DEMENTIA SUPPORT AND ACTIVITIES GROUP REPORT AND ACCOUNTS YEAR ENDED 31 DECEMBER 2024
BUThERFLIES DEMENTIA SUPPORT AND ACTIVITIES GROUP REPORT AND ACCOUNTS YEAR ENDED 31 DECEMBER 2024 CONTENTS Page Legal and Admlnistratlve Informatlon Trustees, Report Independent Examlnerfs Report Receipts & Payments Account Statement of Assets and Liabilities Notes to the Financial Ststements 10-12 Page 2
BUThERFLIES DEMENTIA SUPPORT AND ACTIVITIES GROUP LEGAL AND ADMZNISTRATIVE INFORMATION YEAR ENDED 31 DECEMBER 2024 Full Name: BUERFLIEs DEMENTIA SUPPORT AND ACTIVITIES GROUP Registered Charity No: 1186175 Contact Address: 5 Wood Walk Roy5ton Barnsley S71 4FH Trustees: Stephen Allott (Chalr) {Reslgned October 24) Cynthia Harrison (Appointed January 25) Susan Bowler (Reslgned March 25) Sarah Llndley Liam Morgan Julie Rollin Bank: Natwest Bank plc Barnsley Branch 26 Market Hlll Barnsley S70 2QE Independent Examlner: Stephanle Tolson Communlty Accountant BCVS Servlces Umited 23 Queens Road Bamsley S71 IAN Page 3
BUTTERFLIES DEMENTtA SUPPORT AND ACTIVITIES GROUP TRUSTEES, REPORT YEAR ENDED 31 DECEMBER 2024 The Trustees present their report and accounts for the perlod 01 January to 31 December 2024, Strurturefft governance and management Butterflie5 Dementia Support and Activities Group is a registered charity with the Charlty Commlsslon, govemed by its Constitution, adopted Aprll 2019. Membership of the charity is open to any individual or organisation interested In pmmotlng the Obierts of the charlty. Appointment of Trustees Trustees are elected at the AGM (Annual General Meeting). The Board of Trustee5, when complete. con515ts of at least three and not more than ten individuals, all of whom must be rnember5 or authorlsed representatlves of the charlty. Every Trustee after appointment or reappointment must sign a declaratlon of wllllngness to att as a charity trustee before belng ellglble to vote at any meeting of the Tnjstees. The Trustees who served dLJrlng the year, and to the date of slgnlng these accounts, are Ilsted on page 3 of thls pOrt. Charitable Objects The object5 of the charity are.. To provide support and rellef for carers and loved ones wlth dementia. within a safe envlronment, offerlng attivities, motivation and *lmulatlon In order to maintsin as full and varied a lifestyle as p055ible. Risk Management The Trustees have ultlmate responsibility for Identlfylng and managlng rlsk. The maln risk to the organlsation Is the loss of funding to contlnue the operatlonal runnlng of the charity. The financial position and level of re5erves1s reviewed at each trustee meeting and funding applications are ongoing. For other areas, the charfty has a risk management pollcy whlch Is revlewed regularly by the trustee5. Publlc Benefft Statement The Trustees have pald due regard to the Charlty Commlsslon gUIdan on publlc benefit reportlng In deddlng what actlvltles the charlty should undertake. Thls report Illustrates the activltles undertaken to support the publlc beneflt requirement. Page 4
BUThERFLIES DEMENTIA SUPPORT AND ACTIVMES GROUP TRUSTEes' REPORT Continued YEAR ENDED 31 DECEMBER 2024 Actlvltles undertaken for the Publlc Benefit Butterflies Dementia Support and Artivities Group hosts events, outings and holldays for our members. We also support members who cannot attend groups, If needed. Goln from stren th to stren th in 2024 During 2024 butterflies have achieved giving record levels of community support to varlous groups within the Bamsley MBC area. Our CO groups which are held every Monday, Wednesday, Thursday and Frlday are attended by people of varying dlsabilities including but not limited to; People with dementia and their carers Lonely and isolated Indlvlduals and recently bereaved A number of people wlth special needs and thelr carers A braln injury rehabilltatlon group Able bodled people who Ilke what buttertlles has to offer In addltlon to these core groups meetlngs we also held a monthly lunch club serving a 2 course hot meal, a monthly free buffet on Saturdays where family and frlends can come along and enjoy soclal tlme wlth thelr loved or)es. Vlslts to Parkway dnema have also been enjoyed. All the above include5 live entertainment with tea/coffee and cakes. Also once a month we have a vlsit to Barnsley bowl Includlng a hot meal and a game of 10 pln bowling followed by tea Icoffee and cake. All these attivities are enjoyed by over 1,000 attendees per month with the purpose of promoting health and mental wellbelng wlthln the communlty In a warm safe and secure envlronment, The charfty also dellvered 4 planned holldays In 2024 Sncludlng: A 5 day holiday to Blackpool A 5 day holiday to Potters all inclusive re5Qrt at Hopton A 5 day holiday to Potters all indusive resort at Five Lakes Colche5ter A 5 day turkey and tlnsel hollday to a Wamers hotel In North Wales 8uttefflles charlty at all times supports local businesses for their attlvltles Includlng: The Boatmans Rest, Worbro'Dale Barugh Green Club, Hlgham Common Road East Dene Club ,Doncaster Road, Barnsley Gee Vee coaches, Bamsley Barnsley Bowl, Carlton Ro3d Parkway clnema, Eldon Street, Barn51ey Barnsley Museum for an activity afternoon every Thursday Local entertainers Which ensures these buslnesses benefit from all butterflles actlvltles. The charlty was founded by project manager lulie Bmwn, has had Its 10th annlversary this year and is continuing to go from strength to strength. Due to the contlnulng flnancial controls implemented by the project manager and trustee5 in 2024, we achleved all of the aims of maintaining the sustainability of the charity. 2025 promises to be another successful year for the charity. Page 5
BUTTERFLIES DEMENTIA SUPPORT AND ACTIVITIES GROUP TRUSTEES. REPORT continued YEAR ENDED 31 DECEMBER 2024 Flnanclal Revlew rustees res nsibilities for the finanoal sta The trustees are responslble for keeplng proper accountlng records whlch dlsclose wlth reasonable accuracy the flnanclal posltion of the charlty at any time and enable the trustees to prepare financlal statements for each flnancial year. The trustees are also responslble for safeguarding the assets of the charity and hence for taklng reasonable steps for the prevention and detectlon of fraud or other Irregularities. The Charl onre The trustees recognlse the need to keep serveS at a level whlch wlll glve the charity stablllty to enable It to contlnue to operate in the future and aim to keep a mlnimum of £50,000 In reserve at any one tlme. The actual level of reserves held by the charfty on 31.12.24, presented by unrestricted funds, was £128,104 (2023.. £116,272). The trustees conslder the level of reserves at the year-end to be appropriate, given the short term nature of the grant fundlng that supports the charfty. Any ex55 reserve will be spent to develop and expand the charlty's attlvltles. In addition to the General Reserve, the trustees have established a deslgnated fund for future proj.ects and match fundlng. At the year-end the designated fund stands at £45,831 (2023.. £45,831). The finandal statements are set out In pages 8 to 12. The Recelpts and Payments Account shows a deflclt for the year of £23,813 (2023.. surplus of £59,334). The total funds of the charfty at year-end stsnd at £188,158 {2023: £211,971). The reserves of the charity, represented by unrestricted funds, stand at £128,104 at the year-end (2023.. £116,272). The trustees declare that they have approved the report above. Signed on behalf of the charity's trustees.. Slgned: Date: 14 July 2025 Cynthia Harrison, Chair of Trustees Page 6
BUThERFLIES DEMENTIA SUPPORT AND ACTIVITIES GROUP INDEPENDENT EXAMINER'S REPORT YEAR ENDED 31 DECEMBER 2024 I report on the accounts of the charlty, which are set out on pages 8 to 12, Respectlve responsibilitie5 of trustees and examiner The charity's trustees are responslble for the preparation of the accounts. The charity'5 trustees conslder that an audlt is not requlred for this year under sectlon 144 of the Charltles Act 2011 (the Charities Art) and that an independent examination Is needed. It 15 my responslblllty to: examlne the accounts under settlon 145 of the Charltles Art, to follow the procedures laid down in the general Direttions given by the Charity Commission (under sertlon 145(5)(b) of the Charltbes Act, and to state whether partlcular matters have come to my attentlon. Basls of Independent examlner's report My examination wa5 carrled out In accordance wlth general Dlrettlons glven by the Charity Commlssion. An examination Includes a revlew of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also Includes conslderatlon of any unusual Items or dlsclosures Sn the accounts, and seeklng explanaOn$ from the trustees concerning any such matters. The procedures undertaken do not provide all the eviden that would be required in an audit, and consequently no oplnlon Is glven as to whether the accounts present a 'true and fairf view and the report is limited to those matters set out in the statement below. Independent examiner's statement In connettion wlth my examination, no materlal matters have come to my attention which gives me cause to believe that in, any material respect.. accounting records were not kept In accordance wlth sectlon 130 of the Charitles Act, or the accounts do not accord with the accounting records I have no concems and I have come across no other matters in connettlon wlth the examlnatlon to which attention Should be (irawn in order to enable a proper understandlng of the accounts to be reached Slgned.. Date: 14 July 2025 Stephanle Tolson Communlty Accountant BCVS Servlces Llmited 23 Queens Road Barnsley S71 IAN Page 7
BiJrrERFLIES DEMENTIA SUPPORT AND ACTIVITXES GROUP RECEIPTS AND PAYMENfs ACCOUNT YEAR ENDED 31 DECEMBER 2024 27,31) 27, TrfF4 &Sl$re 147 147 T(tsl 248,101 E478A 1725 378 Irnre 37a 378 L572 124,651 912 ktiinb"s&knts 645 116,331 912 Eir 1332 Zg23 5255 165 s,1 •k*ro &10ty 9&5 3)7,M li2 (5645) (23813) 116,272 ,831 211,971 637 14223 21L9n Page 8
BUThERFLIES DEMENTIA SUPPORT AND ACTXVITIES GROUP STATEMENT OF ASSETS & LIABILrriES YEAR ENDED 31 DECEMBER 2024 2024 2023 Bank Curyert Accajnt Cath In hand 188,158 211.312 659 I88,8 211,971 In%ron prepaid 169. 189.co Llabilities: Accountancy Fees Staff Costs 850.IX) 200.00 750.ry) A list of assets retsined for the charities use is included in note 7 of the accounts (page 12) The trustees declare that they have approved the accounts above. Signed on behalf of the charlty's trustees.. Date: 14 July 2025 Cynthia Harrlson, Chalr of Trustees Page 9
BUThERFLIES DEMENTIA SUPPORT AND AcfIviTIES GROUP NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 DECEMBER 2024 l. A¢countlng pollcles Basis of the ratlon of the accounts The financlal statements have been prepared on a Recelpts & Payments basls whlch summarlses the movement of cash In and out of the organlsatlon. In thls context 'cash' Includes cash equlvalents, such as bank accounts where cash can be readlly avallable to pay debts as they fall due. Thls forniat of accounts Is avallable to non-company charltles wlth gross annual Income of £250,000 or less. re ssificatlon Income & ex ndlture Encome and expendlture has been analysed In the accounts uslng natural classlficatlon. Funds structure The charity maintalns an unrestrfcted fund which represents funds whlch are expendable at the dlscretlon of the trustees In furtheran of the objects of the charlty. Unrestrlrted funds may arise from general donatlons. grants of a general nature, fees for servlce provision and payment for service delivery contrarts. Designated funds may be establlshed as the trustees see fit, to set aslde unrestrlcted funds for future projetts or commltments. Restrlcted funds may be provlded to the charlty for partlcular purposes and may only be spent for the purposes for whlch they were glven. Any balan remalnlng outstandlng on a re5trlrted fund at the end of the year 15 carrfed forward as a balance on the fund, unless permlsslon has been given by the funder to remove the restrfction on the balance outstanding. Restricted funds wlll arfse from grants and donatlons glven to the charlty for speclfic purposes. 2. Trustee remuneration, beneflts and expenses There were no payments. remuneration or benefits to trustees during the perlod, other than out of pocket expenses that were reasonably Incurred by trustees in promoting the purposes of the Charity. 3. Related Party Transactlons No payments were made to related parties during the perlod. Page 10
BurrERFLIES DEMENTIA SUPPORT AND ACTIVITIES GROUP NOTES TO THE FINANCIAL sfATEMENTS contSnued YEAR ENDED 31 DECEMBER 2024 4. Fund Analysls Openlng B•l•n¢e Closlng Balance Racelpts Payments Transfers Urtrestricted Funds General Fund 116,272 155,972 {144,1401 128,104 116,272 155,972 {144,140) 128,104 Dl9n3ted Funds Projetts & Match Fundlng 45,831 45,831 45,831 45,831 Restricted Funds Creatlve Minds Awards for All 8MBC Saturday Events Nelghbouthood Postco¢Je Lottery BMBC Househtsld Support Grant People's Choice National Lottery BMBC Bamsley Museum Grant Northern Rallway Grant 5,926 2,000 19,900 2,156 14,060) (10,302) {1,592) {6,070) 114,200) 124,993) {1,605) (143) 3,866 9,598 564 6,070 10,936 24,993 1.800 143 3.264 195 49,868 27,320 (62,965) 14,223 Totsl Fund$ 211,971 183,292 {207,105) 188,158 5. Fund Transfers There were no fund transfers during the period. Page 11
BUThERFLIES DEMENTIA SUPPORT AND ACTIVITIES GROUP NOTES TO THE FINANCIAL sfATEMENTS continued YEAR ENDED 31 DECEMBER 2024 6. Re$trlcted Fund$ Creative Minds - funding to contrlbute towards staff costs of the Project Manager, and towards a monthly clnema trip. Award5 for All ndIng for creatlve sesslons and other staff costs. hbourhood Postcode Lotte Worker for a period of 12 months. a grant to cover the cost of the Management Sesslonal BMBC Household Su ort Grant - grants to fund music aftemoons, tea dances and other ctlvlties. Natlonal Lo hoice Aw room hire, events and activities. a grant to fund core costs, induding staff costs, MBC Bamsle Museum - a grant to cover weekly entertainment and activity expenses. N rthern Railwa a grant to cover weekly entertalnment and activity expenses. BMBC Funding for Butterfies Weekend Socials 7. Assets retalned for the Charity'$ Own Use Computers x 2 Water boiler Office securlty alarms Offlce furnlture Flllng cablnet Page 12