## **Trustees’ Annual Report for the period**
**From** March 2023 **Period start date To** March 2024 **Period end date**
## **Charity name: Dementia Prevention UK**
## **Charity registration number: 1196521**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|Dementia Prevention UK is a registered
charity providing education to the public on
dementia risk factors and practical tools to
delay or prevent dementia through lifestyle
modification|
|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|Non-Pharmacologic Interventions delivered
on community level to prevent or delay
dementia. Our range of services if from 1
hour talk to long projects. Our long projects
are a few weeks long working with
communities on modification of lifestyle
behaviour|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|Three trustees confirm that they have had
regard to the guidance issued by the
Charity Commission on public benefit.|
## **Additional information (optional)**
## You may choose to include further statements where relevant about:
||
SORP reference||
|---|---|---|
|Policy on grant making|Para 1.38|We are a grant making Charity- N/A|
|Policy on social investment
including program related
investment|Para 1.38|We do not have social investment - N/A|
|Contribution made by
volunteers|Para 1.38|We didn’t get any Contribution made by
volunteers - 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|**The first year of operation delivery: 56**
Brain health talks to the general public
delivering an impact on 1000 individuals 3
Brain coach workshops- delivering an
impact on 15 individuals 1 Brain health talk
to a commercial organisation- delivering an
impact on 400 individuals 4 brain health
awareness talks- delivering an impact on
150 individuals 1 brain health workshop for
volunteersdelivering an impact on 50
individuals**Second year of operation**
**delivery**: 3 Brain health talks to the general
public delivering an impact on 50
individuals 56 Brain health talks to public
health professionals- delivering an impact
on 40 individuals 10 brain health
workshops delivering an impact on 400
individuals. Our impact is by delivering
information about modifiable lifestyle
behaviours that can lower the risk of
developing dementia. Before and after
each intervention we provide a
questionnaire to measure our impact. After
completing our workshops participants
reported: 92% - “I feel empowered to take
control of my health” 98% - “I understand
how to keep my brain healthy” 95% - “I
know how to maintain a positive mental
health” 92% - “I plan to incorporate ideas
from the course into my life” 96% - “I
started implementing changes to my
lifestyle” We encourage our participants to
share the knowledge they receive at the
workshops with the wider community.|
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21|• Total income- £33236
• Total payments- £24346
• Cash funds end of year 2022- £18281
Cash funds end of 2024-£27140|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The policy allocates money from unrestricted
fund balances, which are not invested in fxed
assets, to several designated funds. These
funds are:
1. Contnuity Fund This fund is to be used to
bridge any possible delays in receiving
promised grants or managing payment in
arrears contracts. This has been defned as a
minimum of a two months budgeted trading
actvity.|
|||2. Restructuring Fund This fund is to be used to
cover essental trading/actvites whilst
sourcing income to a maximum of 6 months
budgeted trading actvity.
3. Dissoluton Fund This fund provides for the
costs of dissoluton should the charity be
unable to contnue. It is only to be used in the
event of the Trustees' deciding the charity
should cease to exist. It will be used to pay
notce periods, redundancies and the expenses
of running Dementa Preventon UK untl
closure of the organisaton.|
|---|---|---|
|Amount of reserves held|Para 1.22|£2000|
|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|
## **Structure, Governance and Management**
|Description of charity’s
trusts:||Advancement of religion, education, health
or saving of lives|
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25|Consttuton of a Charitable Incorporated
Organisaton whose only votng members are
its charitytrustees|
|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|We recruit our trustees via Volunteers
websites. They go through 3 rounds of
interview. First round of interview with the
founder Michelle Reshef, second round of
interview is with Chair of Trustees and third
round of interview again with the Founder.|
## **Reference and Administrative details**
|Charityname|Dementa Preventon UK|
|---|---|
|Other name the charity uses|N/A|
|Registered charitynumber|1196521|
|Charity’s principal address|39 Rossington Ave, WD64JX Borehamwood|
|||
## **Names of the charity trustees who manage the charity**
|1
2
3|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Sofia Levine|N/A|26/1/2022|N/A|
||Francina Stobart|N/A|27/1/2022|N/A|
||Alison Carter Albert|N/A|20/05/2023|N/A|
– Corporate trustees names of the directors at the date the report was approved **Director name** Sofia Levine Alison Carter Albert
## **Funds held as custodian trustees on behalf of others**
Description of the assets None held in this capacity
Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets
## **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)** Sofia Levine
**Position (eg Secretary,** Chair Trustee **Chair, etc)**
**Date**
**----- Start of picture text -----**
No (if any)
Dementia Prevention UK 1196521
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from April 2023 31 March 2024
Section A Receipts and payments
Unrestricted Restricted Endowment Total funds Last year
to the nearest
to the nearest £ to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Donations 1,841 - - 1,841 9,481
Grants 30,656 - - 30,656 18,046
Services 739 - - 739 840
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for 33,236 - - 33,236 28,367
A2 Asset and investment sales,
- - - -
- - - - -
Sub total - - - - -
Total receipts 33,236 - - 33,236 28,367
A3 Payments
Website 180 - - 180 453
Hall hire 1,406 - - 1,406 395
Fundraising costs - - - 312
Subscriptions 130 - - 130 129
Project costs 1,501 - - 1,501 1,650
Consultancy 19,655 - - 19,655 6,811
Postage and stationery - - - 8
Accountancy 900 - - 900 -
Membership - - - 181
Training 356 356 -
Insurance 218 - - 218 147
Sub total [ 24,346 ] - - 24,346 10,086
A4 Asset and investment
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 24,346 - - 24,346 10,086
Net of receipts/(payments) 8,890 - - 8,890 18,281
A5 Transfers between funds - - - - -
A6 Cash funds last year end - - - - -
Cash funds this year end 8,890 - - 8,890 18,281
**----- End of picture text -----**
CCXX R1 accounts (SS)
17/04/2024
1
|**Section B Statement of assets and liabilities at the end of the period**
|**Section B Statement of assets and liabilities at the end of the period**
|**Section B Statement of assets and liabilities at the end of the period**
||
|---|---|---|---|
|**Categories**
Signed by one or two trustees on
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**|**Details**
Cash at bank
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
**Details**
Signature|**Unrestricted**
**Restricted**
**to nearest £**
**to nearest £**
**27,170**
**-**
**-**
**-**
**-**
**-**
**27,170**
**-**
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**
**Amount due**
**-**
**-**
**-**
**-**
**-**
Print Name
Sofia Levine|**Endowment**
**to nearest £**
**-**
**-**
**-**|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**When due**
Date of
10/04/2024|
CCXX R2 accounts (SS)
17/04/2024
2
## **Independent examiner's report on the accounts**
## **Section A Independent Examiner’s Report**
**Report to the trustees** Charity Name Dementia Prevention UK **On accounts for the year ended** 31 March 2024 **Charity no (if any)** 1196521 **Set out on pages** 1-2 (remember to include the page numbers of additional sheetsremember to include the page numbers of additional sheetspage numbers of additional sheetsage numbers of additional sheetsge numbers of additional sheetse numbers of additional sheets) **Responsibilities and basis of report** I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **31 / 03 / 2024** As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”). I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
(remember to include the page numbers of additional sheetsremember to include the page numbers of additional sheetspage numbers of additional sheetsage numbers of additional sheetsge numbers of additional sheetse numbers of additional sheets)
**Independent examiner's statement** [The charity’s gross income exceeded £250,000 and I am qualified to undertake the examination by being a qualified member of [insert name of applicable listed body]]. _Delete_ [ ] _if not applicable._ I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect: ● the accounting records were not kept in accordance with section 130 of the Charities Act; or ● the accounts did not accord with the accounting records; or ● the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
* _Please delete the words in the brackets if they do not apply._ **Signed: Date: Name: Relevant professional qualification(s) or body (if any): Address:**
## **Section B Disclosure**
Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
1
**Oct 2018**
**IER**
## **Give here brief details of any items that**
**the examiner wishes to disclose** .
2
**Oct 2018**
**IER**