**To**
## **Trustees' Annual Report for the period**
Period start date Period end date 01 April 2024 31 March 2025
**From**
## Section A Reference and administration details
CONFIDENTAL
**Charity name** CONFIDENTAL **Other names charity is known by Registered charity number (if any)** 1188024 **Charity's principal address** 11 Victoria Road Salford **Postcode M6 8FZ**
## **Names of the charity trustees who manage the charity**
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|
||JeremyCooper|Chairman|||
||John Lewis||19 May2020-present|ExistingBoard of Trustees|
||Simon Pope|Treasurer|19 May2020-present|ExistingBoard of Trustees|
||CathyConnolly||18 Dec 2022 -present|ExistingBoard of Trustees|
||Dena Andrews||18 Dec 2022 -present|ExistingBoard of Trustees|
||Chloe Lennox||18 Dec 2022 -present|ExistingBoard of Trustees|
||||||
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## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
March **2012**
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|**Names and addresses of advisers (Optional information)**
**Type of adviser**
**Name**
**Address**|**Names and addresses of advisers (Optional information)**
**Type of adviser**
**Name**
**Address**|**Names and addresses of advisers (Optional information)**
**Type of adviser**
**Name**
**Address**|
|---|---|---|
||||
||||
||||
||||
## **Name of chief executive or names of senior staff members (Optional information)**
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Type of governing document
(eg. trust deed, constitution)[Constitution ] How the charity is constituted (eg. trust, association, company)[Charitable Incorporated Organisation whose only voting members are its charity trustees ] Appointed by existing Board of Trustees following interview Trustee selection methods (eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
**Summary of the objects of the charity set out in its governing document**
TO ENGAGE WITH A CALLER IN ORDER TO HELP THEM AMELIORATE THEIR STRESS AND ANXIETY. TO ASSIST MEMBERS OF THE DENTAL PROFESSION AND THOSE CONNECTED WITH IT, IN THE MEANS OF MANAGING STRESS AND DEPRESSION. TO FACILITATE, BY WHATEVER MEANS ARE APPROPRIATE, THE ACCESS OF ALL MEMBERS OF THE DENTAL PROFESSION AND THOSE CONNECTED WITH IT, TO ANY SUPPORT AGENCIES THAT MAY BE ABLE TO ASSIST THEM IN DEALING WITH THE CAUSES OF THE MATTER THAT HAS PRECIPITATED THEIR CONTACT WITH CONFIDENTAL.
March **2012**
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To relieve the mental and emotional distress of dentists through the provision of a telephony support, advice, and referral service.
## CHAIRMAN’S REPORT CONFIDENTAL May 2025
The previous AGM was held in November 2024. Our usual time for having the AGM is around this time and consequently only around 6 months have elapsed since the last report. During this time Bhavin Dedhia tendered his resignation and he was thanked for his service to Confidental.
We have continued to increase our presence on social media and Chloe Lennox and Cathy Connolly and John Lewis are worthy of special mention in this regard. Even though we continue to make strides in making people aware of Confidental there are large numbers of the profession who do not know of our existence. That said many of the UK’s large organisations and statutory bodies have recognised Confidental and actively promote our activity. John Lewis has continued to update our policies, and has worked hard to ensure we are compliant with all authorities and also bringing us into alignment with other similar organisations.
During this past six months, we have realised that our indemnity insurance was inadequate for our volunteers in the unlikely event that litigation ensued. Simon Pope and George Wright have been negotiating the situation with our insurance provider to overcome this and the situation is likely to be resolved very soon.
**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)**
Simon Pope has continued to deal with financial matters are dealt with as regards the Charity Commission and HMRC. Recently we have modified our banking practise as regards signatories on the account but in reality the trustees are happy for our treasurer to carry out payment of the usual disbursements. He shall follow this address with the treasurer’s report.
George Wright has continued to administer our charity and the trustees have agreed to alter his title befitting of his position. This will allow him to have more credibility in his interactions with other organisations and companies. Consequently, he shall now become our Operations Director. George has become invaluable to our organisation and acts as a mentor to our trustees and his advice at times has been of major importance to Confidental. This was recently highlighted with both his input and organising the almost seamless changeover to our new phone system.
Since our last AGM we have run two training sessions, one in January in Manchester at the premises of Ashley Latter and one in March at offices of Dental Protection London. Training was given by Customer Ist and The Helpline Partnership. Our trustee John Lewis provided the delegates on the mechanics of how Confidental operated. A social event followed each training session.
Cathy Connolly and Dena Andrews continue to promote our services to therapists, hygienists and dental nurses yet, we receive relatively few calls from these sectors of the profession. Our trustees and volunteers have given presentations to the profession on our organisation and Chloe Lennox has become a trailblazer in addressing dental students which is one of our goals in getting students aware of our service. John Lewis continues to promote Confidental at LDC conferences. We have certainly noticed an increasing number of LDC’s donating to the charity. BACD continue to donate to Confidental and we are indebted to them.
A number of volunteers have retired and we have thanked them for their service. We have taken on new volunteers that have more than offset their retiring colleagues. Call volume has increased over the previous year and are as follows… 2023….129 2024……157 and so far in 2025…..70
During the forthcoming year we intend to put on more training courses, and we have recently appointed one of our volunteers, Jenni Wilson to help formulate this. We are also examining the logistics of producing an online text chat facility.
All that remains is for me to thank all my fellow trustees and volunteers for making
March **2012**
**TAR**
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CONFIDENTAL, the success it is. Thank you
**Financial Report as provided at AGM 2024. Period – 01/04/24 – 31/03/25 ConfiDental was granted Charity Incorporated Organisation (CIO) status by the Charities Commission on February 18[th] 2020. Before this date we were a not-for-profit organisation. We have registered with HMRC and the accounts have been submitted and managed by our new accountants UNW. We are required to submit a further HMRC return in 2025 as guided by our accountants UNW. Statement of ConfiDental Accounts (rounded to nearest £)** Balance held at bank on April 1[st] , 2024 22,763.75 **Income from donations up to 31[st] March 2025 23,205.74** Expenses – up to 31[st] March 2025 Training costs 6,294.17 Administrator costs 6,668.50 Telephone costs 887.50 Other expenses 1,713.85 **Total estimated expenditure 15.564.02** Cash at bank of 31st March 2025 is a credit of **30,405.47**
**Next year we go forward with a healthy balance.**
**There has been a noticeable increase in donations during this financial period compared to the last, from circa £18k up to £23k. I see this as part of the normal ebb and flow of Charitable donations, however we are maintaining donations due to the persistence of some of our trustees and volunteers in this area, thank you. The Charity has had some very kind donations from the BACD and also some LDC’s notably Hampshire LDC to sum of £11,000, as well as Bedfordshire, Hertfordshire as well as others. We thank them all.**
**We have seen slight increases in our expenditure as predicted last year, this has not been excessive, and is likely to increase further into the coming year. Training costs have increased due to the increased cost of these services due to inflation. Other expenses have also increased in line with inflation which is comparable to other sectors. Further training of existing and new volunteers is planned for next year.**
**As always maintaining the balance between income and expenditure continues.**
**This concludes my report.**
**Simon Pope Treasurer ConfiDental**
March **2012**
**TAR**
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## **Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
Section D Achievements and performance
March **2012**
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Section D Achievements and performance Confidental was registered as a charity on 18[th] February 2020. **Summary of the main** Since starting to operate as a helpline, Confidental has been called over **achievements of the charity** 500 times by anxious dentists seeking emotional support. **during the year** We have managed at all times to operate a 24/7 service.
We have an appointed administrator to liaise with the volunteers with any queries, weekly emails and updates. The administrator also provides valuable reporting data to the trustees board as required. This is planned to continue into the next year.
We held another Confidental annual conference in this period, inviting all volunteers and trustees. This was a great success and provided valuable training for our volunteers as well as face to face interaction. We are planning further training next year with opportunities for networking between volunteers and trustees.
Confidental continues to be recognised by the CQC and BDA as a helpline for dentists in distress and is present on their websites. We feel this is great achievement for the Charity and thanks to all the trustees and volunteers who have made this happen. Confidental now continues to be recognised in the Dental Profession as a leading helpline provider for dental professionals needing telephony support.
March **2012**
**TAR**
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## **Section E Financial review**
We do not have a policy on reserves. **Brief statement of the** We have sufficient funding for our current activity and have no loans or **charity’s policy on reserves** outstanding payments
**Details of any funds materially** None **in deficit**
## **Further financial review details (Optional information)**
- Main Expenditure was made in 3 areas considered vital for operation of
- You **may choose** to include Confidental (Please see the receipts and payments accounts for more detail)
- additional information, where 1. Training costs
- relevant about:
2. Monthly telephone call service
- the charity’s principal sources of funds (including any fundraising);
3. Paid administrator to liaise with volunteers
- Confidental currently has no investments or investment policy.
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
## **Section F Other optional information**
## **Section G Declaration**
**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**|||
|---|---|---|
||Simon Pope||
||
Treasurer||
||30/07/2025||
||30/07/2025||
March **2012**
**TAR**
7
**Charity Name No (if any) Confidental 1188024 Receipts and payments accounts CC16a For the period** Period start date Period end date **To from** 01/04/2024 31/03/2025
## **Section A Receipts and payments**
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**
**23,206**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**23,206**
**-**
**-**
**-**
**23,206**
**-**
**6,669**
**888**
**6,294**
**1,714**
**-**
**-**
**-**
**15,565**
**-**
**-**
**-**
**15,565**
**7,641**
**-**
**23,206**
**30,847**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**23,206**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**23,206**
**-**
**-**
**-**
**23,206**
**-**
**6,669**
**888**
**6,294**
**1,714**
**-**
**-**
**-**
**-**
**15,565**
**-**
**-**
**-**
**15,565**
**7,641**|**Total funds**
**to the nearest £**
**23,206**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**23,206**
**-**
**-**
**-**
**23,206**
**-**
**6,669**
**888**
**6,294**
**1,714**
**-**
**-**
**-**
**-**
**15,565**
**-**
**-**
**-**
**15,565**
**7,641**|**Last year**
**to the nearest £**|
|---|---|---|---|---|---|---|
|Donations|**23,206**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
|**_Sub total_**_(Gross income for_
_AR)_|**23,206**|||||**-**|
||||||||
|**A2 Asset and investment sales,**
**(see table).**|||||||
||**-**||||||
||**-**|||||**-**|
|**_Sub total_**|**-**|||||**-**|
|**_Total receipts_**
**A3 Payments**|||||||
|||||||**-**|
||||||||
|Expenses|**-**|||||**-**|
|Administrator|**6,669**|||||**-**|
|Telephone Costs|**888**|||||**-**|
|TrainingCosts|**6,294**|||||**-**|
|Other expenses|**1,714**|||||**-**|
|||||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
|**_Sub total_ **|**15,565**|||||**-**|
||||||||
|**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_**|||||||
|||||||**-**|
||||||||
||**7,641**|**-**|**-**|
**7,641**||**-**|
||**-**|**-**|**-**|**-**||**-**|
||**23,206**|**-**|**-**|**23,206**||**-**|
||**30,847**|**-**|**-**|**30,847**||**-**|
CCXX R1 accounts (SS)
30/07/2025
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**
Cash at bank 31/03/2024
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**22,764**
**-**
**-**
**-**
**-**
**-**
**22,764**
**-**
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
Simon Pope|**Endowment**
**funds**
**to nearest £**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
|||Simon Pope|30/07/2025|
|||||
CCXX R2 accounts (SS)
30/07/2025
2