CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report forthe period From 8" July 2020 Period end date Period start date To 31" March 2021 Charity name: Professionals with Alzheim*s United Kingdom Charity registration number. 1190292 Objectives and Activities SORP refErence Summary of the purposes of the charity as set out in its goveming document Para 1.17 For the public tenefft. the relief and assistan￿ of people have held challenging and demanding jobs and who are now living vAth Alzheime¢s (or dementia from other causes). with a social environment of peer supwrt and mental challenge whith TrMII provide self-respec( confiden￿. mental stimulation and involvement to those who attend and their su orters. We support our o)mmunity through.. The provision of bi-monthly meetings including a talk by a high calibre speaker and the opportunity for discussion and soaalising be￿￿en parttctpants in the earty stages of a dementia diagnosis and their supporters in Shropshire. The provision of follow up visits or social acbvitses depending on the preferences of participants as v develop. Providing an opwrtunity for participants and their supporters to re-eXperien￿ the intellectually stimulats.ng environment they once shared and to make connections and fn'endships with others in a similar situation Working with a range of local and nat￿nal organisations to promote awareness of the provision.. to identify those that may benefit,. and to facilitate referral pathways aTrJ leam from each other Seeking OPFK)rtunities for setting up groups in other areas in order to expa￿1 Ihe provision throughout the UK Summary ofthe main activities in relation to those purposes for the public benefit, in particular. the activities, projects or services identified in the accounts. Para 1.17arbJ 1.19 Statement confimiing whether the trustees have had regard to the guidance issued by the Charty Commission on public benefrt Para1_18 The trustees have been provided wÈth a￿sS to the Public Benefit Guides produced by the Charity Commission and have regard to that guidance Additional information (optional) You ma choo* to include fijrther statements where relevant atx)ui'. SORP relere Pafft 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment PALZ UK does not currently have any paid staff and all woth is carried out by volunteers. It is estimated that approximately 150 hours per month are provided by way of.. Mana3ement of the chanty Organising meetings Promoting the tharity to potential referrers Communicating with and supporttng .partJ'cipants and their susForters Afthough aimed at professionals and business people wth early dementia w8 have an indusive approach. welcoming all people who wsh to attend and tho may benefft frcth the provision. We do not replicate activibes for people with advantsd dementia or people who would prefer a healthlcarelthurch setting for whom existing ex￿lIent services are available. PALZ UK ft￿SeS not on the disease but on the person had an acttve. interesting life before beirKJ diagnosed wth dementia. PALZ UK is not just for people wtth dementia- it is a dementia ffi'endly activity that every￿￿ can enjoy. Para 1.38 Contribution made by volunteers Other Achievements and Performance SORP re*rer The Covid 19 pandemic disrupted the work of the organisats.on but we V*ere sb'll able to achieve the followirKJ during the year.. 1 fa￿ to frd￿ meeting with a speaker in O(lober 2020) also available on Zoom) 4 meeb'ThJs on Zoom 1 training course for partictpants and their supporters on the use of Zoom to allow them to participate in meetings Regular contact participants by phone and email to provKle SUPFX)rt and to update on developments Drafb'ng and approving FK)liaes and procedures for the organisation Finalising our Business Plan, drafting of Goveming Document and preparing and submith'ng application to the Charity Commisston for charitable status Carrying out a comprehensive nsk assessment and preparation of Risk Management ststement Continuation of bi-monthly meetings of trUSt￿S vka Zoom Continuation of regular meetings of the Shropshire commtttee via Zoom Idents'fying charttable trusts to approath for funding and preparing ar#Y submitting ftjnding applications Reviewng trustees, skills set and seeking to identsfy potentsal new trustees for the organisation The difference we made to the rcumstances of its beneficiaries can be summed LP in the words of b￿efiC1arie$ and their supporters as follows: Summary ofthe main achievements of the tharity, identifying the dtfference the charity's w)rk has made to the circumstsnces of its beneficianes and any wider benefits to stsiety as a whole. Pwa 1.20 "Wepin￿l in August 2018 and we made so Welcon￿. sin￿ joining we've made lots of rEw friends with many dIffe￿Trt backgn)unds, l)ut all with one thi￿ in common- Alzheimgrfs. This connection wtih otherpeople stnJggling with Sa￿ iSSL*S ￿lty helped my husband for0r￿, in a long he fdt equal. We look fonvard Éo attendi￿ the meeti￿S and ha￿ so much to discuss aftenwdrds. Ifs b*n an enOm￿U5 help to t(￿. I can talk to people who really Unde￿nd what rt's like to live with sorrEone with the disease. Thro h PALZ we ha￿ made some really go¢xd friends whom I can call upon in a crisis. We get lots of sympathy f￿rn ourfi7ends and family, but with our PALZ fnends we also get empathy." °My husband and I have ljeen n7an78d for $3 and habe always t￿ated each other as ￿UalS. We both know Èhat he stnjggles to ￿rr￿MI)er day-to- day thi￿S, but I stsll see that cleverand wrtty man that I'm rnarTied and love. Afterall, iys his men￿ry he's lost, not his intellect. 7hank goodness the people at PALZ also ￿nISe this. I hope that t1￿￿ ￿11 be a tin￿, in the not400-thstant future. when othor PALZ groups will te rolled out acmss the country many rn0￿ Alzheimerfs Suffere￿ can)xyn a group that treats th8m ¥vth donty, U￿lerStandIng and Despite the challenges of lockdowns and the fact that many participants and potenlial participants were shielding 3 new participants and 3 new supporters oined the Shro shire rou Additional infomiation (optional) You ma thoose to indude fvrther statements wfEre r*vant abouL" Achievements against obje&ives set Pdra 1.41 PerfOn￿an￿ of ￿ndraIsing activities against object'ves set Para 1.41 Invesknent perfomian against objectives Para 1.41 The support we provided during this difficult year of the pandemic was appreciated by participants and their supporters as shown in the vA)rd of a supporter of a participant as set out below". Other "PALZ to us is so much morn than just a sooal occasion &.both Geoff and I have looked forwafty to e￿ry rneetiru, e￿n the Zoom m8eti s. Itis uite difficutt to explain but as soon as ￿ met on the fi m8etiro we were ofthe wamith and sIn￿rity of you and those gocd people who assisted you. MeetirNJ like min(*d people who On￿ heldpo&"h"ons of responsitslity ally heltedplus entering into discussion with them. On entering the conferEn n)om you can feel the empathy be￿een the people present which imm8thately makes one feal ° at home" n Geoff was first diagnosed fourypa ago we had frequent wsits fmm n￿MiErS Oftt￿ Community Psychiatric DepartffEnt also a visrt from a memberof thg AlZh￿"￿￿KS SocEty, then it a ft)Ilow up visit to tPeir Offi￿ On￿ a year, Sin￿ the onset of the parnyemic disappointingly ¥ ha￿ Iwrd not a WO￿ fn)m either. So trtsnk to PALZ ￿mained in touch arny We￿ able to ￿maIn in Gonta¢t wtih those whom had beco￿￿ more than just wuaIntan￿5." Financial Review Rewew of the thanty's finanaal position at the eTh of the nod Statement explaining the policy for holding reserves stating why they are held PaTr 1.21 The charty's financial position is healthy and, as all VK•rk is ojrrently carried out by volunteers. ovetheads remain small As overheads currendy run at a very low level and we hold more than sufficient cash at bank to eover these for at least the nexi 6 months. we ￿rrentlY hold all ftjnds in the same general aco)unt However, the Treasurer will monitor the use of funds and advise trUSt￿S at eath general meeting whether funds are sufficient for PALZ UK to continue to operate. As the chanty grows and overheads increase, it is prowsed that we wll work towards a reserves policy of 6 months to cover the likely cost of staff. activ arxj other over heads. zero As at)ove Para 1.22 Amount of reserves held Reasons for holding zero reserves Details of fijnd rnaterially in deficit Explanati¢)n of any uncertainties about the charity contir￿lng as a going cOn￿M Para 1.22 1.22 1.24 P*a 1.23 Additional infomiation (oplional} You ma choose to indude further statements where relevant abouL' The principal sources of fijnding are". Lo(21 g13nts and trusts IndivKJual private arKI business d(Mors The d)aritys principal sources of fvnds (includirKJ any fundraising) PaR 1.47 Investment policy and objedives in￿￿Eng any soaal investsnent policy adopted P4Ta 1.46 A detailed risk assessment has been carried out and be formally reviewed annually, considered infornally at eath general meeting and updated accordingly. The most S￿nIfiCant risks identified during this penod were: The effect of the pandemic on provision of the Servi￿ when fa to face meetiros were not possible. This vlas addressed by provtding the Servi￿ on-line and providing support by phone and email. Potential loss of the key trustee {the Chair) and this is being addressed by an active policy of idents"fying and seekn"n to recrurt MO￿ trustees WFth A descripb.on of the prwiapal risks faang the chanty Parn 1.46 the relevant skills to ensure the fuiure of PALZ UK. Other Structure, Governance and Management Description of tharity's trusts.. Type of goveming dcKument Paffa t.25 ConStrtuti￿ adopting the Charity Commission's mcKlel constituts.on CharFtable Inco(￿rated organisats.on How is Ihe charity constituted? Para 1.25 Jted Ttustee selection mettrK)ds induding details of any onsti(utional provisions e.g. election to post or nanie of any person or body enbtled to appoint Cjne or more trustees Para 125 New trustees are apwinted by a resolution passed at a properfy convened meeting of the tharity trustees and individuals are selected haviThJ regard to the skills, knO￿edge and experien￿ needed for the effective administration of the CIO Addttional infomiation {optional) You ma choose to indude further Stat￿nents where relevant atrnLrt: We have a vrritten prorAure for the induth.on of 1n1st￿S and all trustees are encouraged to attend relevant on-line trainiTh3 cx)urses Poliaes and proc2dures adopted for the induction and trainI￿j of knjstees Para l_51 PALZ UK is W and managed by volunteer tnJstees. Currently there are 4 Ixrt the thanty is seeknng to recrutt more. The PALZ Shropshire branch group is managed by a separate committee of volunteers. There are no paid staff. The charity is not art of an umbrella group. The tharrtls organisational structure and any wider ne￿rk vthith the chanty Yths Para 1.51 The thanty was inspired by, is based on a similar mcrfjel to, and has an infomal affiliation wth PALZ Global based in Australia but remains independent. Relationship with ￿Y related parties 1.51 Other Reference and Administrative details Chari name Other name the chari uses Re istered cha ' number Charity's principal address Professiorkgl wrth AEzheimerfs United Kin PALZ UK 1190292 Yew Tree Cotta L¢)ngnor Shrewsbury SY5 7PP dcxn Names of the charity trustees who manage the charity Dates acted if not for whole ar Trustse n Office Irf any) Narne of persc*n lor body) entitl toa int trustee rfan Elizabeth Andree Holdsworth Chair Janna Karine Vigar Katn'na Eleanor Hall Secretary Treasurer christs.ne Kendall 10 12 13 14 15 16 17 18 19 20 orate trustees- names of the directors at the date the Director name ortwasa roved Name of trustees holdiFVJ title to property belonging to the (tharity Trusteè namè Date5 a¢￿ If not forwhole Funds held as custodian trustees on behalf of others Description of the assets held in this capacrty Name and objects of the charity on whose behatf 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 inforniation (optional) Names and add￿sseS of advisers (Optional infomiation) Type of Name Address adviser Name of chief executive or names of senior staff members (Optional inforniation) Exemptions from disclosure Reason for non-disclosure of ke rsonnel details Other o ional inforniation Declarations Signed on behall of thfyari￿s trustees Signature(sl Full name(s) Position (og Secretary, Chair, etc) Katrina Eleanor Hall Chair Treasurer IL*. 12. 201I ## **Professionals with Alzheimer's United Kingdom (PALZ UNo (if any)** ## **Receipts and payments accounts** 7/8/2020 3/31/2021 **To** **For the period from** ## **Section A Receipts and payments** ## **Unrestricted Restricted Endowment Total funds funds funds funds** **----- Start of picture text -----**
to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Grant funding 1,000 - - 1,000
Business donations 250 - - 250
Cash from Refreshments - - - -
Individual donations 320 - - 320
- - - -
- - - -
- - - -
1,570 - - 1,570
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
Cash Funds 2,851 - - 2,851
- - - -
Sub total 2,851 - - 2,851
Total receipts 4,421 - - 4,421
A3 Payments
Insurance 95 - - 95
Payments to speakers 103 - - 103
Printing costs - - -
Consultancy Fees - - - -
Website hosting & domain - - - -
Advertising - - - -
Retirement Gift - - - -
- - - -
Sub total [ 198 ] - - 198
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - -
Total payments 198 - - 198
Net of receipts/(payments) 4,223 - - 4,223
A5 Transfers between funds - - - -
A6 Cash funds last year end - - - -
Cash funds this year end 4,223 - - 4,223
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## **Section B Statement of assets and liabilities at the end of the period** ||||**Unrestricted**||**Restricted**| |---|---|---|---|---|---| |**Categories**|**Details**||**funds**||**funds**| |**B1 Cash funds**|Santander|Business Account
**_Total cash funds_**|**to nearest £**
**3,932**
**-**
**-**
**3,932**|


|**to nearest £**
**-**
**-**
**-**
**-**| ||(agree|balances with receipts and payments
account(s))|Agreement Error|OK|| ||||**Unrestricted**||**Restricted**| ||||**funds**||**funds**| |**B2 Other monetary assets**|**Details**||**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|




|**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**| |**B3 Investment assets**|**Details**||**Fund to which**
**asset belongs**|**Cost (optional)**
**-**
**-**
**-**
**-**
**-**|| |**B4 Assets retained for the**|**Details**||**Fund to which**
**asset belongs**|**Cost (optional)**
**-**|| |**charity’s own use**||||






|**-**
**-**
**-**
**-**
**-**
**-**
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**-**| ||||**Fund to which**||**Amount due**| |**B5 Liabilities**|**Details**||**liability relates**|



|**-**
**-**
**-**
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**(optional)**| |Signed by one or two trustees on
behalf of all the trustees||Signature|Print|Name|| Signed by one or two trustees on behalf of all the trustees **----- Start of picture text -----**
CC16a
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## **Last year** **to the nearest £** **2,024 415 - - - - 2,439** **1,464 - 1,464 3,903** **95 120 352 150 228 86 20 - 1,051** **1,051 2,852 - - 2,852** ## **Endowment funds** **to nearest £ - - - -** OK **Endowment funds to nearest £ - - - - - -** **Current value (optional) - - - - -** **Current value (optional) - - - - - - - - - When due (optional)** Date of approval