-l-he C'harity Regislralioii N'uliiber i 1199456 Demeiitia Friendly Swan.%ea Reporl ond Accounls 31 March 21J24 Churtervd CerliJied.4<'1'ounrun¢s Riiri'rside Norpnondi. Road SwunFea S.4J 2JA
Dtmentia Fri¢ndly SwAnsea Report and accounts for lh¢ yelir *nde(131 ftrlArch 2024 C'onleTrl.% PAEe Charity in(orni2tits I ru¥tv¢i' Report Siatement of direcior%' re¥poTrJihililies fep¢irl Stul¥th¥nls.'_ Rvi'cniic Trunds Income and ExpÈndiiiJTL ¥i¢i]nt i)f funds I3#lNCe $heel 1¢$ Its tht a¢tounls
Demeneia Friendli, Swansea Trustees, Annual Rcport for the year ended 31 Mareh 2024 ThL' Trust¢¢$ prel thejr Rewjn anJ Accoiinis foi the )'ear eiidL.d 3 l March 21124. Reference and administralive details The charitk, Thc Icgal iifihL charil!. is.. D¢mentiJ FTienJl) ThL' L'hariD is kno by Ils opLraling namc. l)emeJilia l-ritrtdlv Siiansca. The rhoriiy'¥ orea.f (*perGliott IIK c'huriiuble regpj.IEflliicylt. Ihé charit}. is rellisiered iii rgI}d & Il'alcs wilh ilie ChdFlt}- l-.ommi%sJon in biiglaTrd & 'al¢S ILC'EWI Kkiih Lhdrity number 1199456. LcRqlsipM¢iure u/ihe ¢h4riry Thr ihdTiI)' is coiisiiluted Charildbl¥ Incorporated OrEJlli>JliLTrn IC.101 in England & M'ales lTre goTrcTnin¥ iluLutnLnl The go)verii?ng doiuJn¢nt 15 dated 'l-here arc no restrictions in Ilit Lvverning ducumeiits on lh¢ op¢ration of thc Charity or on ils inTr'¢simenl powers vthtr than rhose impos¢d bv c.harity Law. ?4 June 2022 Ihc In].Etce4 arL all individual5. The priDcip&I perAtI addre%%, ttlcphont nuiiiher, em4il 4ddre5St5 ofihe oharit). 4re'.- 7¥ ()TrcrlaiiQ Rnad fumhlc%, swaii.qc SA) 4LL 'leltphvne 01792304519 Ileb I¥%1..Ln11df[1vndl1JWU1UO.i)rB I'ht'fru¥t¢¢5 in oifice iht dalf tht reporl gpproitd ¢re..- IAslcy .4bknii IChJirl Kalhdrine McC.'ornii2ck Ldurd Jav Crou¢li kiiih 14arding Llk l."mma RichdTd. M1chdul Ci)Ilin5 QAM
Dementia Friendlv Swansea Trvstee5' Annual Report for thL' ye.ar ended 31 March 2U24 I'ht fiTrlloM'&n% pers•ny 5trvtd 4 Trwiite5 dvring th¢ yeHr tndtd 31 Nlarch 2024 lTre Irll%lcc% 4]o.4er¥' ds a IrulL'L in Ihe r)rtIng p¥riod WEre dbovc. and ther¢ were n(J LIIJT?gJe% durih&, IhL t4ir. t)T in Ilic pcri(Id bclwetn tlic }ear rnd dnd Ilie aPPlOVdl ol-lhe a¢¢ounlS. Objects and activitie5 of the eharity Tliepiirposes oiihe Lharits as Jel il.f goiiernEng docunienl. I'he objeLls of tlie chwitv, a5 Set out in the C-oii.stituiioii aTe, l o prum(Ite aIJd proieul Ilie physicdl dnd menldl health ofpcoplc living Miih Demenrta ttnd their LareTS aiid fainiljes. In the communiiy of SwanseJ and a¢rvs5 ale.s Ihroiioh rht proi'i5ion ol-%upp(In. tdiiealiun, IDformalioo and PTaciical advi¢e. The Iru.%iees c()nfirm thai the) havt had regard lo ihe ¥uidaJiLe conlain¢d in ilic Charilv ('omissiTrn's general guidaiite rin i)uhli¢ benefit when rL'V1¢1llg Ihe lhaiilv'b airns and objecliwes and in planning Il% Jctivilie£. The uciivilie.w undertuA"en in rel41ii)n t(1 ih(JsepurpiJ.5e.% during iheyettr. Tlie iiidin ii¢liv&ti¢s undertaken aFc dt.%crih¢d beli)kn. The uetivilies iindErléJken durinsi ihe vear iipfurfher the ehurio spiirp(psefor thepuhlic benefil. l)emeJ)Iia Fiiendlv Siwansea crealcd ti tsrte-stop plate in Sm'ansca cilv centre for all local infoim21ion, called the Deitienlia Hwh. loTr help.. 'p¢(Iplc ii'orried aboiii Ihtir nieniory. 'peoplc lihn care about si)nieoi)t who may haNe a memvtv Issue, .those dia¥nosed iviih a fonii of l)ementia. •iliosL who Lar¢ for soni¢oiie i%ho lives w'ith a form of l)emeniia Ilie findings froiji vigltL)rs 10 ihc Hwb are.. .People with a did&inosis do noi know where 10 ¥0 for anl hrth¢i siipport posi dia¥no%is if ther¢ is no mediLal i.4sue Ihoh can rhey gci a check up on Ilit progre5S1051. M'here £aJJ ih¢J &¢t guidanLe about ¢ontinuing 10 driC, Ivlio can Ihcy turn lo fi)T ciiiolional %UPPLTrri} .Pcoplc looking (ifiei SOTnenne M'ith d did¥nO%1 r)eed morL' Infomiation aboiil pa)'mtnls that can siii)port Ihcm .(Teneral public waiii 10 knui¥ how. lo help suppon neiEhbi)iirs, fricnds. colleagiics i%jili bcNer awarenes5 The l)¢inenlia Hiib is open Iv the public 7 daNs a i¥cek. froni I I..OU-15.-011 'isiiors hav¢ soughr an rfirrd>' of infomiaiion cxamples including," -PathM'aJ uf diagno81_% -Respiie fL)r the Carer and the Individual HtIl denienlia
Dementia Friendlv S.¥$¢ Trustees, Annual Repori f()r the year ended 31 March 2024 -rinance IbenefiL4 and wellarL'I -Lc¥al pi)w¢r of anorne -Seekinbi ernolional suppuri Ith this infoTniaiiDn lh¢ Demcntia H hai'e dirtclLd visilors lo Ihc be%1 %uiled i)Tganisdliuns for their sp¢LifJc necds. Nqan). N'isiiors also %impl) ,lled lu hdve a chat aboiii ih¢ir situation H'iih ihv ulunivers iihi¢h is an important step in gLllJi)g the support th¢y may need io the future. The Detn¢ntia Hlib continue% io offer the Safe Haven and 'l'clephone I4M,b scrvices. The Safe Haven carer %ervi¢e is availablt tn assist aiii'one wjth d¢Jiieiitia who b¢conie overwhelnjed hile in Swan%ca C'ity C.ciitrc and nccd 2 qUF¢t 4pace io ¢oll¢Gt Ilien)selves. The 8afc I laven earer5 will also be c()nipany lor a cared for person, h11¢ Ilieir carer li accessing inlomaiion LTrr %uppon while dl the Hwb. The lelepljone b&ged 14wb, allo15 Individuals ivht) aTe unable ro phNsicalls' 1511 Ilic Hb In seek 4upport by eilhtr phoninbi ihen rhc Hb 15 ttpcn or leavitsÈ a nie5%agc oui uf hours and d siafl-tiiertriber will gel ba¥k Iv them. In Jul). 202.1 ihe Budd). project was develvped. Tlii5 is run by an individual living '1(h earlJ'_onsei dementia is for Ihose wilh J diagn05is or are nn tlic wav to getting Dnc, to IJav¢ (I p¢rstsn ILI dis¢u%s their denienlia jI)iITne) with that undcrsiands whai Ihcy are EDing Ilir(iu¥h, provide a listening ear and 50cialisalion. The Kqobile l)em¢nlid Ilwb was launched across SM'an5ea and N'eath Pon'l albot iii JanuaTJ 2024. It trlli-els lu Li)mniunilies Jn(l acccssTbl¥ l()calions prOldIng much needcd support, advice and iiifonnatinn In Ihose i%.ho are unablt to access this Irotn tlic l)eiiicniid Ilwl) In Swansea Cil} Ceiiire The Mobile Dementia Hi¥b is acccssible to all in promincnl Lurnniuiiiry, Iocdtivny such as communilj halls, supermarkets and libr&ri¢5. It j5 stafled b5, 11111 J ITaiiied eiJiplov¢¢s iiho liai'e Sirong knowlcdge l)emcniia. part of Ihc.Nlobilt 14wb projeci Detnenlia Friiiidly £unsta opcned its %ecthnd shopping centre li)Laiiun Jn Aberavon Sliopping Ceiiire, Neaih Port Talb()t Thi% 1.4 niiiN' avtTaging over l DO I'J511oT.¥ a ni(>nili. The Nqobile Ilivb is coi'erijig 16 locations across 5M'ansL'a and Neatli Port T31b()t. The iTUSttc% liai'e rL¥ard io Ilie Chdrilv L-.ÉTrm1I5si0i1,s ¥uiJanie piiblic b¢Vrit in mand&iing Iht aciivili¢S of thc hariri. 'l-he main achici'ement5 and performance of the charil). durillg the )ear. C'i)fflmcnls by cliair of tru51ees. BetM'¢¢ll April 202.3 and.¥1 2014. (lie l)etncntiJ Hwh in the Qu)dTani, SM'aiisca liad 2?11 ¥'151tc)r%, 61 0/0 f'ihe visitor have bten feinalc and IQOI. ,? iink-nDl¥lI. 1th 46,'D oveT a¥e 6.5 ajid $4 under 65 The Iqobilt Hw.b in Swan.4ca ha% ii'cTrikcd ivirh 241 p¢ople and Jii Neaih Port Tdlboi 326 p¢(Iple ?798 in ioial havc hccn lielptd Jcrnss Swiin%eLi and Neaili Purt Talboi fi'un) all prujerts. Thc.%u¢ccss ofD¢tn¢nlid FriLiidl)' Sh'anbea ani] the Dement142 Hii'b'.s has heen a ci)mbinJlion of wnrk and d¢diLalion from siatT. I'oluniLcrs co-prodiiciian fJTganisaiions to achiei'c the objcct5 of the charity and Ilie Iru51ees w'ould lik-e ta rhank all inTr(Ilv¢d fi)r ihL SULLe.s% tlii5 p&1 }¢at Dementia l.rtLndly .%an$ca 15 gr&Telul lo all its kej lund¢is,' 11 esi Cjlarnorgan Regional ParinL'rship R¢gional Iiii¢&ral¢d Fundinb IRIFI. Shared Prosp¢ritv I.und, Cornmiinity f'oundation l al¢, IRC.l-. Revenue Funding, IlJr.4h C'.hristian Tru<1. ]3lakemorc FDundatioJi and Pohl .1 rust. Iqany thank5 Isu gu lo the gen¢ruiis donati()ns frttTn mcmbLr.% of tlic Iiublic ihdl hdl'e beei) receii'ed.
Dementia Friendl), Swall&ea Trustee5' Annval Report for the y'ear ended 31 larch 2024 Th¥ difterence ilie chority'sperfornidnce durin&. Iheyear mude to ihe bene]iLKuries (pf ihe .hurifj'. Tlje Ork vfDenientia Frielldlv ssta hdd a p()siliv¢ inipact on the beneticiaric5 Iviih 2798 ls1¢Or5 to the DeTn¢lltld Hwbs ¥vho soughi information. advicc and siippon The deRree Iv wht('h ihe achiel'emenls andperJ(Irfftun¢'e durin&J iheye<ir huve benefileh H'ider &ucien'. Tht large nuinhtr ol'vi511ors eiiabled the 7111ornJaiion obrained io be used b}. IhLmselNe% a5 individiials, as icll as infanhing friends and laiiiilv lo bcnclil Hidtr snci¢ty. Structurej gtsverDallce and manggcment of the £h#rity The meiliods u.sed reeruil and appoint new charilj. Iru.Ylee.i. Nei¥ trustee5 art appoinicd upon ihc rL'ccirnnicndatlDti of eiisiinL irusiLL'S ()nc third of rhe trure£8 musi retire at each anniiE21 gLneTal tnL'Lting dnd nff¢r the1nsel.es for re-Il¢tlion. Baiiker NytML'4t f42nk Pl¥. 16a Q)xfvrd STreel. Silansea. SAI 3ACJ ro%% & Tsi)en. CTharter¢d CertiliLd A¢ci)iiniaiiis, HouiL, Ni)rniJTidv Road, i'an.4ca, %.41 2JA Ilcci)unldnl Financial revicw The L.ri 5]inunLiolpv&ilion ut ihe eftd ihv ipeur elided 31 MurLh 2024 -hL Iinancial p()sitinll of the charil). ai 1 I 2024 and LoiKparaiives for the prior period, as mure fvlly deiajled In th¢ accoiiiits, Ldn bL suIiiniarised as follows'.- 2024 2023 Ntt lilt 110.¥081 purpi15LS uf thL' ch3riry ¥.i21 Re.%iriQ'c1 Re¢71¢ Fund 50.399 11,8fi91 'J'ot81 b'¥M¢J 66.11.3 6.712 Fiiiuncial rei'ieH' (If ihepo.i'ilEon ui ilie repvrting dulE, 31 MarL'lI 2024. Thc Iru.stccs con.4ider Ihc tJnanLial pcrfi)rniance bs tlie charity durinb Ili¢ to hav¢ been sattqfaclor).
Dejncntia Friendl}, Swansea Trustee5' Annual Report for tlie )'ear ended 31 MArLh 2024 Pcilicie.i' on re.sen'es. Ir is thc polici, ofihe ihdrit> lo hiild UnF¢strictcd funds at the lei'el required tl) proi'idc suifi¥i¢nl fi]tids to coler expenditure frotn Such funds for a onc month perjod. The level of unrcstrictcd fund5 held at 31 March ?024 a$ £15.71.? 'hICh was under rhe iargci. Availability, and udequllejy o.v.sel.f euch thefiind.s Thr board ot'fftiKtees is salisfied tljal tlie LhiirJty'5 a55cls in each lund arc availablc and adequaic to fulfil Its obligaii()ns in rcspcci of each fund. Pluns Fvr ihe Fmlure nf pl4nJ for Ihc fulure Ihe trllsttts, per%p¢iivt f the futUTe direclion of Iht thHriti. Den)¢nlia Fritndly Swansca ivill continue lo operate the l)ementia Hwb and look io se¢urc capiral funding ti) remodel ihe prcmiscs ro mako Il dementia friciidl>' and enahle expanfion ot-SLrvict prDiiision of the l)eillentia I Iwb ro ensure iliL nLLds ul-lhe user5 arL mel. Funding ii'ill a150 be soughi io ivntlDue ihe DemLnlia Ilwb olice ihe current fundin¥ vndy. Ille i¥ould like ta eontinue tlie Mobile l)¢mcntia IIwb's 10 fully MLCI Ihe iieeds nf thc re51deni% of Wcst Glan)Drga DetneniiJ Fii¢ndl} Sm'ansea arc coniinuing to develop and ¢xpttnd on lh¢ work in tli¢ communiii¢s via Iniri)du¢iJon i)ri)cincnria Awarc Training %c.g%ions .4 pYes¢nttstion packagc will put In£tther to dclii'er awareiies.% %e%sions in rhe communii). pdrl uf'tli¢ Mobil¢ IlThb. li ivill be An llllormation 5e5510D lo help pei)ple uiiderRland moj'e aboiii supporiitJE Ihuse IIviiib¥ il'iih dny lyp¢ of deineijiia. It ,111 be deliver¢d lu orgTJnj.431ivn5, largye conJpaniLs. Lojntiiunii). ¥ruup4 and schi)ol%. Raising awareness of DLmentia is in)portant In penplc acccssino the informatton and support whcn Ihcv nccd il and in organisatlOll5 working iyith the publir to be ablc to idctitit), sotiicanc wlin ni2). lia¢ d¢i)ienlia aIid holy bcsl lu a%sisl Iheni Delails of The Indepvlldont Examiner M¢n)beJ ofLliantrLd Lemilied ilLLOniniS Rii'erside Ils)use -NOr&ind) Road Swanse2 %AI 2JA
Dementia Fri¢Ddly Swansea Trustees, Annual Repnrt for ihe )'ear ended 31 March 2024 S'tatement of Trustees. Responsibilitie I'he cliartts s Iru%iccfj are TepOli4]bLe for Ilic prepJTatiun ol'the accvuiiis in accordallce ¥viih ihe tetnis ot- Ihe C'harJtJLS Aei 20113nd tlie ('harilies IALLountS dnd R¢purt51 Regulations 2O0S. Norwiih5tandillgy Ibe ¢xpli¢il requii¢tntnl in th¢ extant siatuiorv regulativns,the Charirics (Accoiints and Reports) RcbTrulalions 2008. 10 prepar¢ th¢ fJnanLial Stalcments In 4ccordaTice willi the SORP 2005. In vicw of thc faci Ihai ihc SORP !00$ ha5 been i&iihdrai%m, thc TrU5t¢C. dctcnllined to inierprel this respDnEibilit¥.- a5 reqiiirirtg IhLm 10 liilloi¥ cijrrenr hest priL Clic¢ JHd pr¢i)aTC rhc accoiiiiis accc)rding l() th¢ FKS IUI SORP Isial¢ni¢nl ofR¢comilleJided Practicc flif ilcci)uiiiing aiid Keporiinb by C.hari11¢51 ?a15. (ds aineIJd£d bv ih¥ Bull¢iin issued ill Ortober 2018 dnd applicable lo all dccounlinb peiiud5 b¢gTiniiing on or after Isi janu¢ ?0191. (The SORPI. Tii particular. charit), law r¢quires Ih£ Tnjstees, if they prepure accounts on an accruals basis, io prepare financial slai£iii¢ni% for each fjnaneial ycar which gil'¢ 2 Itue and fair v'iciy of Ihc slate of affairs of the charirv a% ai the ettd of the financial year and nf Ihc.4urplus or defictl of Ihc chaTJI). lil prepaTing those fjnancial stat¢mcnlE the'l-nislccs arL' rcqujred I 10 prepare Ilie accounls it) acLurdance M'iih InIted Kiiigdom GenLrally Actcplcd Accounting Practice Illnit¢d Kingdom Accounting Standards and applicabl¢ lawl. sel¢LI 5uilablc accounting Jx)Ii¢ie4 ajid appl). Ihcm consisienil>', n)dke judLyenJeiiis and ¢5tinidlc5 thtql arL reasonable prud¢ni.' prepare th¢ financial slatemenis oti th¢ &i)ing c(In¥ern batsis unless It i& ir)appioprialt starc Mheiher applT¢oblc accoLlllting Siiindards aiid .staiein¢iilf of recommend¢d PTJCticc haN'e been folli)wid, siibjccl lo anj matcrial dcpartur¢5 di5c105ed ¢xpl<iin¥d iii Ihc financial 51aterrienl.q-. The reqiiires that IhL Iru%t¢£s niu51 noi approve Ihc account% unles% they arc.%a115liLd IhJl thc). Eii'e a in]t and fair l¢W of the Si11t of aftairs ol'thc charirv and c)f lh¢ yurpliis or d¢fiLii ot-lhe chdrily fi)r Ih¢ vear. Th¢ Tn151ets are iTrlso r¢sponsTblc for maintaining adequaic a¢coiJnling rccords w'hich d15closc Mith reonab]C accuracs ai tiinc ihc tinaneial po%iiion ttf th¢ ch8Tlty and M'hich arL siifficienl 10 %hoi¥ and e.xplain the charin % transaclions and enable Ihern l() ensuTe tlial tlje findllLidl 51al¥rnenl.s c0511plv ii'iih regLilaiion% rnade under the C'harjliis Aul 2011 TlieN' ar¢ also responsible Ivi ¥4l¢giuardingi the asseis 1)I'the cljarity diid hence fnr iak-ing reasunabl¢ bl¢ps IOT th¢ prevenlioii atid d¢i¢ciion uf fvJud and oilier LESLEY ABBOTT TnisiLC
Dementia Frielldl) Swdnsea Rtport of the Independtnt Examintr the 1'rustets of the tbaritv ott tht lor the ytaT tnded 31 Marth 2024 102. leffcctji'e 151.12nuarn' 20161 modifi¢J bi FRS 102 SCJRP18iaiement nf Rccomm¢nd¢d PiaciiGe fur.Qw¢vunli b¢¥nniiJg on or attLr 1st Jtsnuurv •1191. 1 I'hL 8OKPI. pybli.Ehcd b). Ihc ('h£iriry- C'omi2iission Irj r.nglDnd ICCEWI. and Rsptilii'e repu51bl[lliI ¢>f th Trusioey thv Indeptndent Examiner *nd th¥ orth¢ repij 'Iih th¥ Ch¥nli¢% Ali 201 l aDd all oiher applJ£ablc laii aiid with I,nited kin0[M (ItnLTpII J. Ac¢rpied Accountg PiJ¢ii¢t. Bgyis of IdfpendfI Examintr'% Sikttmtnt Ano %¢Dpe tsf H'ork undenAk¢ Its1 iif¢i'iJiD¢L rLl¥i'ani io the dibiliiluT¢S Tn Jd¢. Ih¢ linalllial Kiaicnicnts compl!- lIh ihe SC)RP
DeJntNtia Friendlv Swanst Indtptndèllt b.'iaminer's $1gl*mtJ]I, R¢pTrrt And Opinion 8llhJ¢wl IV The lunildli(bllb thc sLOPC Ot-my work as detJil¢d abi?v¢. I havc coinplwed my Cxamjnalion and can contiTm that Tht% is a rcpon m iespect iifJn LxJniinatioD caTried out undcr 145 1)1 the Aci alld In 1& CC4)rdan£t '1th l)Irc¢tinn% BlIL'n by thi view, M'liiLlI Is n¢ii 4 maiiL'r cojisidervd 85 pan v1.0 Independeni exdrninatinn. Si%nrd:. frs Julit (".4rb¥ii- Indcpend¢ni Exatnin¥r l.'hart¢rcd C-.crtilicJ AiCI)unlant SOnSta S'A12JA
Demcnlia Friendli Swansea Slateent of Financial Aclivi(ie5 for the ve2r eRded 31 M#r¢h 21124 .Yiulenienl of Fine11 Actii'iii¥.%f(&r Ih¢Neur ettded31 Murch 2024 Currnl )ear Prinr vc[ Fulld5 2024 ZO24 2I12J DonatILTrj & L¢'8aLie 237.608 245.53J 150.224 xptndiiurt On= 731 18f 399 l¥&,l32 Tl1 cApvnditliTE 733 185.399 161.03• het infome for the vtxr 7,19 59.41bl .4-B.L 7.192 $2,20Y 49,401 110.808 7,192 52.209 TIiiAI funds br(Jwtht [(Ir•r0 17.52V l tsi#l funds rarried forward 6.712 4 6U ot thi SORP. lh¢ br(TrUbihi flTrrard Jnd camcd fon4'ard funiL% ahr)i¢ hai'¢ b¢¢n )gr¢id iu Ihi 13alanct.Shcct The Attached on pages 14 to Z8 form gn integr91 p#rt of tthe5¢ aCCOUnts. Deiiieiilia Friendlv SwAn5eu Angli'sis of prior v¢ar total fuiids, as rcqurrLd bv paragr9ph 4.2 of the SORP Piior Yc?T Rer Kestricltd Fulld 223 ?023 2a23 In¢oint & Endv)iJRtn15 fri)m.' 5,450 150.224
Dementio F"rieiidly Sw2nsea -.St#l¢tnent tsf Financial Actil'ities for the Tregr ended 31 MarL'h 21124 A2 A4 Othtr A_f IAI IMtome 144.774 JSTr,224 .ndItUTe On.. 1131binu fun1 14.449 140.5¥3 B3 'laK %urplu5 On oiainaTr aciiN-JtjkS 113 Other I¥11[) H3 TolAI eXptDdiIe 14.449 146.%83 16J,D32 N¢t gain5 un iDvestrnents B4 tt intonbt fi)r the itST I'r*n5fEr¥ br1¢ fuTh¢J% ¢1 moiemtni in funds 18,999) Tthtal hri)ughl fnrwpTd Total lunds c8rritd forArd All actii'ities derii't Ironi (1]1#g op¢rJtions A S¢Palal¢ SiJiemtrnl of l 011 (jlling and LI)Sb¢S IS lltrt requiied as ihis sialement Includes r¢coÈnisLd Eaity.4 #nd 10
Dementia Fricndlv S)IdnSea Stal¢ment of Finaiicial Actii'ities for ihe vear endeil 31 March 2024 Dementia Fri¢ndlv SH'Ansea- Re50urce5 ai)plitd in the l'ear ended JI Marcb ?024 toward5 fixed assets for C.'haritl Use:. 2024 et resounes avail#blt to fund ch#rit¥ble 4ctivitie5 59.4eJl 1(1.8081 The note4 gttaehtd oh yagt$ 14 10 28 fDfrn kllteEr&l pllrt of thest A¢COUlIts. Movement5 in revenue ttnd tapital funds for the )'cur ended 31 March 2U24 Rtveknut Ittumulated funds [-r1r1(Id Funds Fundi nd 2024 2(124 21123 AccumuloirJ hriiughl liirwdrd 6.712 K¢Lnl[¢ gal and losscs beloie iransfers 15,71J 511,401 66.1ft3 6.712 (.'Iv5inR re%fllUt funds 15,713 66.113 6,712 Sutnmar) of funds TDt#l LNJt Yc&r xud Funds Fund. 2(124 2U24 ZU24 2023 50 400 66,113 .1 lie no¢¢$ attaihrd Dll PAEt5 14 to 28 form inlegrJl pari of th5t J¢¢DlllIts.
Dementia Friendlv SJvJnsea Stdl¢m¢nl of Financial Activities for th¢ )'ear ended 31 March 2U24 I)enicntia Friendli Siv%n5ea In¢vme and Eypeiiditure Account for th¢ v¢ar ended 31 March 2024 as required b) the Componies Act 2006 2024 2V23 IhLOrn¢ tTOm opcraiio 245.533 150.24 GrDS& tMtl>Mt in thc }'c3r bcfiTrTc tActptinnal iltm. 24S.53J A5ts.224 24$,53J ExpÉndittllrÉ ('.h4ntdbl¢ rxpcndiTltrC. ¢Xtliid dcpicciaiion and amortisation 1.2DI) 1.200 Redlised losses Lin disposals ofs()Lial I%.t$1[ninIs i1£ ar¢ prL)Èrfjmmt rtlaltd Total eXpenditre in the vear 186,lJ2 161.032 fl iniiime hffoT¢ lax in the finanrtAI year -rax %urpl&% on ordinJr5 0¢11]11¢$ tt InCDmf &ftcr iaA in the fin8cl1 Ntr 49.4DI Rel#ined 5urpliis fvr the financial vear 59,41Jl {ID.8J81 i¢¢Thuni hJl'f tn adipicd TO rtllc¢i thc Speci ndiurL ofthL charitV'.% ¢17711 Tht ati#rhed on pAge5 14 to 28 furm inte%l'AI part thf ihese 2cc(bUllts. 12
DemtDlis Fritndly Swa$¢#- Balance Sheet a5 at 31 f*lar£h 2024 Note Rrl 1024 2U23 Cd511 ai unJ In h¥D 7.797 )eAf 10 ci 66,113 6.712 R¢stri¢ii'J R¢v¥nue Fund 14 D2 0.4QO 50.400 I'nrtstriciid Tr'unds 14 D3 l)c$ignale¢J bulld% 66.IAJ 6,712 required bv par&giaph 4 6110l-Ili¢ S(IRP, Ihi brvmghl lorw and L?Ttied forHard l-unds abuve hai'e becD agri¥J ID tlie SOF. a¢¢ounting ie¥ords IhL pr¢parJlion ofJiLiiunt% PA8c X 13
DemenliA Frieudl}' Swansea Notes to the Acrnunts for the vcar erjded 31 Mgrrh 2024 l Accounting politits Pnlic'ie& rellllinw io rheprorfuLtiOn ufihe B25is of yrep4rAlion 4iCOuntin¥ Co.¢10 RLtbTrnJn¥ SI)d[d 102 IrlY¢Lliij 151 Janiia4':016 1 and'l.R4 1112 SIIRI, Iblatcmcnt of RccoinmLrtdcd Praciicc tor.4cLOUnlirtg or.ifttr l%t JdnuJTr 21110, rJLI that thc cxtallT Slilut(iry rTrultions, Ihe I hEitIC8 IAc¢nurtis ind Rcportbl ReEulati()n.% 21111X r¢fcr L¥pltciils to the SORP 200 Thi Trustees att tniDdiul (Il-lhc C'hariry C'oinklli%Sii)n'.% buidan<¢ on Public 18inctit and belieN-c Ilial thr b¢ryi¢es C.haTili tsffvT5 SLTrf.% thc LOJ]Iinunin' Policie.¥ reluring its ¢uffextfftAe& uJincume ondittcome recogl¢lL1. iondilithns bL'cn ni¢T 14
l)ementi%h Fritndlv SM'#nse otes to the Actnunts for the year ended JI March •1124 Ptslicie5 Frl&tiprg io Eypendiiiire guuds adSerVIL5 pro¥idedio rhe chfjrifj.. redited to the r¢>pe¢livi luniw ¢j aviiviiies to 'hICh thc proiision r¢lai¢s. apwJfiii)n¢U btlM¥Ln athiwiiics 514ffinR madc or oihcr mcasurcs VfftluThtefry Policie,s rel4ling iij aJ5clS. liabiliÈie.f prvi.$i.S anrfnihr #itsiieTs. fiinh¢rance of the ob1eits i)rtht Lhdrji). Jr¢ Grcdii¢d to fixed a55et fi]ndb tter tliL d<)ndlLd thsKct h35 boen fcGcived OT Eums hJt bas15 fror a 5peiJfic purposc. Ih¢n fixed 35set fLmdso 15
Dementi# Friendli. SH'ans¢A Notes to tht At¢ounts for the year ended 31 Mxrch 2024 Dtbtors l)cbiiiT% art nicA5IITcd at llieir reiO¥tYablr dmuunls Ji Ihe ba1ce bheei date CrtditTrrs An pr11$101 checiiTre inttresl method C'A$b bink bul&llct5 C ash helé tlio LhJrii! 14 InLlud¢d dt Ihe 3rn¢llmi sci11 b¢ld and ¢OilDT¢d ai the yeJr end LIAnk balall¢¢s. wh¢ih¢r In credit Lir PIMtsl4n4- dtfikntd contributii>Th sehtinr% lTh¢ ¢hxiil! IipirJlL% d defm¢d LOntribtIlJn Pl10n s¢hLnl£' CvnTribulJoJL4 are charged to ihL wnlil rtdI0S5 JLCQUlll as the¥ becobme pJ!-4hlc In aLrordan¥C Ii'iih thL nilL% l)f ihr.¥ihtttEe. Thcfe dtt tio de%iBndtid liind 2 Ltgbilify lo lax*tion TrihtT V¥lu¢.Qdded Tax is noi recov¢rJhlc b! Ihi ¢h4Tlt>. Jnd Is ihcrefore cldCO thc rcl•'Jni co.%i% In Ihr Siaiem¢nt of 3 WiDdiiig up ili5501ution of the charitv 16
Dementia Friendly Sw¥nseg Nutes to the A¢¢ounts for the ycxr ended 31 March 2024 4 Signifitsnit of financial in5trumtnls to tht thlrity's positio S et.%rJUS btfore tix in the finarjtial iegr 2024 Pcn%ion i(l.%l 1,590 6 '1'ht ctstbtril)ution of voluntetr5 l)cniLniiJ Hwb. The Trusiees like io thank )11 th¢ i'olynitcrg ¥4.ho h&N'e given thttt lime di the contnbiiitd io niakmg the 7 St9ff costs efflollltTretbts 2024 Z023 (if(l%* %dlariLS cicliiding fftistees and k'ev mdnJ¥rTll¢ni PLTSnDncI 92.%38 Eniplviei's up¢raiino lif delincd 914 13? 66 93.752 2024 Thv nurnbci of pan tini¢ siall ¢mploJLII In the )eRr 71ic a%'eidE¢ nunibtr iir rull lim¢ sldff emploTred Jn Ilie %Lat W•) 17
Demi'nlia Friendli, SM'#n4eg Notes to the Accounts fnr the ve#r endrd 31 Mi arLh 2024 Thepenslon del1 offsCh hl#httpttids1gff w¢rt. Numbers tsfsueh sitsJJttD b¢weJii.T ole cccrning. Elnder Ilef)n¥d benef)ts pension sch¢m¢s 2ll.927 441 595 .¥qIqTIc5 ¢Tboi' 8 Defithed ronlribulion peThsioTh $£beme% Any ljabilites gnd 2S%LiS asso¢i4i¢Q WlTh the scheme are %hown undL'r debt()rw and crtditoys 9 Re[nunerliO and p2vmtnt% to Tru$tets i¥er5ons LonDtcted with ¢h¢m ID Creditor5'. falling dut within tsnt ytxr 2024 Aicruals 1.20(Tr 1.684 ,473 i J Itbcome atbd F'xpenditurt atconI %ummary 2rJ24 At l April 2D23 Ilt 31 ,%IArch 224 6fi,F13
Dementia Friendl) Swansea Notes to the Accolliits far the yeur ended 31 March 2024 12 ND Telattd pa. tran4g¢tion$ 13 Parti¢wlrs of hoiv particulai. lunds are rtpresented bv asstls liabilitie5 Al JI li larfh lJ24 liestrictt fuDds fuDds I-UTrcnt A%%ci.4 17.398 50.399 7,-.97 6A,t13 .hr¢slrKlvé R¥5trtrlerf Fundj Curf¢nl.4tsi¢L 9.994 fi,71 14 C'banEe in t(htal funils over the ytar as shvwn in 13, b) iiiLlii'idul TrAD%frr5 for¥r fro 2U23 (unds in 2014 2025 teNole ]% Cinre.¥trici¥d fjpdd¢figiittied/iilJdy.'. 15,7J3 nJL'¢nd Rll. 94 IIILI lici'enue l.undittg 1.805 (Tr.700 1.8fj5 6,? I'ommuniTI l-i)unddtion IaTre$ RIF .7.473 17,828
Dementia Tr ritndl). %an5¢a Notei to the Accounls for the year ejided 31 M4r¢h 21124 17.043 I'oixl chllrity fun41 6.712 59,4UI 66,113 IS ADalwsis uf mtsvtmtnis in (und oitr Ihe year 5hgwD ITh Note 14 Othtr lorvn>r Lo55e5 2Tr24 21124 ZOl4 Unr¥.rrlc'EÉduAdde&i¥Fiol¢dJunds.'. I..n[i[lLIeQ R¢N¢nii¢ FiinLL 7,192 ReJirli'redJiirtiÉs.'_ .5,4n3 .4(lJ Pobl IRcf Rei'tnuc FunJin¥ Charlcs HaNward Pobndaiioii 1,80.$ .700 Y.¥96 RIF 13,64)) 17.A28 Neath Pon T&i5boi SPF 150 24S.$33 16 '1-he purpo.4*s for ythi¢h tht fund5 a5 Fliidgciid RIF .SLrttn ¢4uipm¥ni ((Ir ihL Safe Hll N'cn IRL'F R¢Trrnue fundin¥ Drintnlid Flwb in In pr¥pJrJii{Trn vfr¥m(iJ¢lliiioJ uf ilie Hwb Charles Ilayward fourtdAliun Deli%tJl 4JfMubil¢ Denittniid Hwb 20
Dejnentia Frienilly Swansea T4otes to the Accounts for Ihe %'ear ended 31 March 2024 ( ltsundAtJon li'al¢i S'watkscTh RIF l)enientia Ilwh in Ouddrant. Sli.8L 5P Nlrjbile HM.b prii)¢cl in.Swyns¢a 17 IIItLlllatc cuntrollin2 party 21
Dtrnetstia Tr'ripndly SMan5¢9 Uetailtd xn31)¥j¥ Ibf exprndilurt for the }'tar ondtd 31 fvlarch 2U24 a4 fe4UIT¢d b} Iht SORV 2015 Thi.1 Is cIus53iJ¥¢d bj. coMv£'ntithftfjlrtoMinl dL¥LripftVn.F undnot u¢tryiry. C.'urr¢ut vtar PriDrVti Truhds 2th24 2024 21124 202.1 5.825 2,950 7.315 7,325 CurT¢Ot )e&r l DrtslrlEtÉd Dé 2024 2024 kevpnu¢ Ei#nl$ Irhibl puhlir bthdie5 .%waii%¢J IUI. Fundin¥ J47.7.43 30.150 J2.10¥ Welsh tiosernment 4 5011 Tut#l publi¢ se(¢T revcuut RruDts 219.914 tvtnut IT¥nls fTuin Eij)rrmrI publiE bodie5- Pi'ior I'egr 9fft91y.*t$ PrinT I'¢gr Priur kt5gncltd 'dS •n23 2023 2023 Prior 22
DemEntia Frien¢lly Swansea ntailrd anal).sis thf income aDd t%ndlIrt ffrr Ihe ytir ende JI P¥l4rrh 21124 us rr(Juirtd b) Ihe %()RP ZIJI£ c.r{Cl )cur R¢stri¢l¢d Fuud5 Fund5 2ts24 ZOZ4 2U24 2Q23 iti'tnue iraDt% Dd dtsllaiions fr] lloi 6,700 th,70n Comniunily Wal¢S 9,11ty6 Y4X 94¥ TiTrtal priyale 5Nlor reVet grollls 17.694 IY.294 RtY¥nut xrHllt5 frv]D pNblii bodies IlnrluJ¢ Gift doDatlDbs ftoth ybIl1eI D4Ivsi Pdor Pripr TrrY Rr5trirlcd Fvndq 2023 Prinr I'e$y 2.50 Total DuiialioD5. Grat5 And LeRAtits I'otal Doll2tions, Grnt.% and 7.925 23 245.533 Iql,224 Rmtrfvtrd PriLTriyedt ltal l)nnxtinns, (7fAntS 4nd LeiAtit Al 144,774 rurrcutvrir Curr*ui I'efjr 2024 21124 2024 6$ 92.¥JA .963 ¥b 914 2.196 23
Dementia Pritndl) STh¥llsta ljttgiltd Ani11515 of iD¢OD)e txpendilure tor iht )tar tndtd 31 Nl#rrh 2024 as rtquired h} tht SOR1 2VIS I'TrtAI dire¢1 %pendin% 112# Ptior l DrtstTJtlr FnorTrtar RutriLlfd PAoi I'CT Prinr Year 21123 2023 2Q13 {jfib5S Ii'ages and sal3rits cliaritable 8,624 Y2,¥38 9D R24 I OIAI dirtft speThdir•g 28 X.714 9I.7S2 20 Support costs for ¢hariiabl Jtlivilie Lurrtnl l.TrrrtlAc¢td Currtttl ytA irAlri(tr4 FMlldJ Fnvr Tvtl *und5 Currelli ye 2V24 Z024 2024 EmploJ'vL' iuyts intluded IN dir&ci iO.fE5 J'r11]n ano .lIre- blalT 1.139 PoluniEer Cr).fts 7,072 AdRnipii.frrfirib'e oi'grheods 2.UO¥ 2.01)R 3,33J Staiioiicry and printing 2R 1.232 207 24
Dtmenti FrieDdlTr SwaD5ea I)¢iailcd analv$i4 of ininmt vxprndiluTe fili the year eThdEd 31 llarch 2014 a% rè4uiT¢iI hy th¢ S()RP 2015 16,7211 uiidn. expeJise.% Equipmen(EePair%.exp¢os¢s mdinlLlIG Joi 3,1)47 2% (-(Insurnable4 2,082 Pro/c.f.Fiuntsllee.f ijther tham Ihf audilvr or e.rtsminÉr cUn£ul12nc [¢¢5 Dditr lebal And profc5510nal 3,330 4.fiO4 4.6(F4 an4 15.000 SuppTrri etrst$ btf(Trrr roll1($7 582 4Y.4¥4 50.ib76 66.D8n T&ixl.%uppvrt ros15- Currenl l'ear 581 4Y.494 66,nA LknrreDt I n¥eslnrtt 'tl F'uttds 2Q24 2U23 .tp1uer co.ff.F 'i)lun1¥¢r.%' cxpcnEc5 4D I.jEhl hedt Rent 6.918 I,X58 Ttleph(>n¢. Idx IntLtnei 3.33Y 3r)¥ Siaiioncry and printin¥ Adl-enlsinL JtiJ ttldik'ilinb 22 ID7 28,319 1.722 121 94 221 PquipihLnl.repairs,e.Ypeii%es atiJ maintcndn¢¢ 2,449 3.4U2 2,074 72 532 .I'IiFporfrc.Elf hefore reollocoftopj 61,545 &6.OYU 'JotaI Supp1 ¢th%l%- Tprir l'ear 4.>J> 25
Dementia Tr rieDdJy Swansea Detailed 4nalj4ji and expeditllrt for the lèar ollded 31 %IArrh 2024 4.% requirtd h) Ihr S()RIF 2U15 21 1)Ihtr Expendilufe- ¢051 Curnutyeir Tiital Fu# I'eor ullds F$ 22• i J I.21 1,21 1,2W) 22 Ttsial Lharitsbli txp¢ndÈture .urrtnl ytHT yrrcnl ie4r Pngr Y¢*r RrStri¢trd Yettr 2024 Bza B2d B2¢ 134,l$6 5U.V76 Y3,752 5Y2 49.494 1.21MI Tthtal chrI1b]l expellUTt 112 733 IX8.39Y Priyi-)'¢&f Rc5tnctrd Ud$ Prior Yeur uud5 2•23 2a 112d B2¢ 85,01¥ 1,545 -IvlM siipport costs 4.535 1.2 B2 14,44Y J46,583 26
Dementia Friendli, Swansea A¢tlllty n&lysis Trf Jnci)Mt And txibenditrt the fi)T ihe >rar pnded 31 .NIArrh 2U24 23 Analysis of irJtDlhlt bi. Yrilvlti ¢)Tr A rcf 2024 21J23 Afliii 4). j33 oJlMCOJJÉ 45 533 24 ,Inl}5js (bf rhAril*blt txpenijilurf Aiiiviiv .Ittibity Direcl ros15 5upporl futhdinR uf chvilies 2V24 2024 IV24 2024 2023 Fiimiin uncillon, Irodijrg 4,439 33() 4.459 330 11,260 Y.776 10,454 134.8S5 184.Y32 15¥.¥12 tsf ebArii&ble ro.sis hy altiiily Direct fO5ts ¢osi$ lundin2 of 2014 2024 2024 2U23 S0,U77 1.200 Tnt81 rhgri14hlt t3pttt&liurt 134,85S 27
Dtmenlia Frienillv SwxJh5ed AftTI itv #ttalJ'%i$ ITr( In¢Int #nd txpÈnJliur¢ fur Ihp (vr Ihf ytir ended 31 _march 2024 AnAIvsi$ 015UPPOrt aDd 8Tr1'trDihllC¢ fosts by cbaiiiabk ClIlI1 (Tovernanct FiTh*n¢r IlunJJn 1.2W 4.769 45,3ll8 25 AnAIysi5 of non cbArilablt eiyendiir ¥rtiThitv {tran(¢ 2n24 2t)23 1.2(K 1,200 28