-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#l￿NCe $heel 1¢$ Its tht a¢tounls Demeneia Friendli, Swansea Trustees, Annual Rcport for the year ended 31 Mareh 2024 ThL' Trust¢¢$ pre￿￿l 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 r￿gI￿}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..￿L￿￿n11df[1vndl1JWU￿1UO.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 Iru*lL'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 dri￿C, 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 H￿tIl 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, allo1￿5 Individuals ivht) aTe unable ro phNsicalls' ￿1511 Ilic H￿b In seek 4upport by eilhtr phoninbi i￿hen rhc H￿b 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 prO￿ldIng 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 £u*nsta 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-.ÉTrm￿1I5si0i1,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 s￿￿sta 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 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 ilLLO￿ni￿niS Rii'erside Ils)use -NOr&i￿nd) 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 Te￿pOli4]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 I￿nIted 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 ¢xplf 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 kin￿0[￿M (ItnLTpII J. Ac¢rpied Account￿g PiJ¢ii¢t. Bgyis of I￿dfpendf￿I 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 S￿OnSta S'A12JA Demcnlia Friendli Swansea Slate￿ent of Financial Aclivi(ie5 for the ve2r eRded 31 M#r¢h 21124 .Yiulenienl of Fin￿￿e1￿1 Actii'iii¥.%f(&r Ih¢Neur ettded31 Murch 2024 Curr*nl )ear Prinr vc￿[ Fulld5 2024 ZO24 2I12J DonatILTrj￿ & L¢'8aLie 237.608 245.53J 150.224 xptndiiurt On= 731 18f 399 l¥&,l32 T￿l￿1 cApvnditliTE 733 185.399 161.03• het infome for the vtxr 7,19* 59.41bl .4-B.L 7.192 $2,20Y 49,401 110.808 7,192 52.209 TIiiAI funds br(Jwtht [(Ir￿•r0 17.52V l tsi#l funds rarried forward 6.712 4 6U ot thi SORP. lh¢ br(TrUbihi flTrr￿ard Jnd camcd fon4'ard funiL% ahr)i¢ hai'¢ b¢¢n )gr¢id iu Ihi 13alanct.Shcct The Attached on pages 14 to Z8 form gn integr91 p#rt of tthe5¢ aCCOUnts. Deiiieiilia Friendlv SwAn5eu Angli'sis of prior v¢ar total fuiids, as rcqurrLd bv paragr9ph 4.2 of the SORP Piior Yc?T Rer Kestricltd Fulld 2￿23 ?023 2a23 In¢oint & Endv)iJRtn15 fri)m.' 5,450 150.224 Dementio F"rieiidly Sw2nsea -.St#l¢tnent tsf Financial Actil'ities for the Tregr ended 31 MarL'h 21124 A2 A4 Othtr A_f IAI IMtome 144.774 JSTr,224 ￿.￿￿ndItUTe On.. 1131binu fun￿1 14.449 140.5¥3 B3 'laK %urplu5 On oiainaTr aciiN-JtjkS 113 Other I￿¥￿11[) H3 TolAI eXptDdiI￿￿e 14.449 146.%83 16J,D32 N¢t gain5 un iDvestrnents B4 tt intonbt fi)r the itST I'r*n5fEr¥ br1￿¢￿￿ fuTh¢J% ¢1 moiemtni in funds 18,999) Tthtal hri)ughl fnrwpTd Total lunds c8rritd for￿Ard All actii'ities derii't Ironi (￿￿1]￿￿1#g op¢rJtions A S¢Palal¢ SiJiemtrnl of l 01￿1 (jlling and LI)Sb¢S IS lltrt requiied as ihis sialement Includes r¢coÈnisLd Eaity.4 #nd 10 Dementia Fricndlv S)IdnSea Stal¢ment of Finaiicial Actii'ities for ihe vear endeil 31 March 2024 Dementia Fri¢ndlv SH'Ansea- Re50urce5 ai)plitd in the l'ear ended JI Marcb ?024 toward5 fixed assets for C.'haritl Use:. 2024 et resounes avail#blt to fund ch#rit¥ble 4ctivitie5 59.4eJl 1(1.8081 The note4 gttaehtd oh yagt$ 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 [-￿r￿1r1(Id Funds Fundi nd 2024 2(124 21123 AccumuloirJ hriiughl liirwdrd 6.712 K¢Ln￿l[¢￿ 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 th*5t 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 245.533 150.2*4 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$1[ninIs i￿1£￿ ar¢ prL)Èrfjmmt rtlaltd Total eXpendit￿re in the vear 186,lJ2 161.032 fl iniiime hffoT¢ lax in the finanrtAI year -rax %urpl&% on ordinJr5 0¢11￿]11¢$ tt InCDmf &ftcr iaA in the fin8￿cl￿1 Nt*r 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'.% ￿¢17￿711￿￿ 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￿￿.¢￿1￿0 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 r￿￿Trul￿tions, Ihe I hE￿itIC8 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 recog￿l¢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 a￿dSerVIL￿5 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 ￿￿￿pr￿vi.$i￿￿.S anrfnih*r #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 hJ*t 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 ba1￿ce bheei date CrtditTrrs An￿ pr￿11$10￿1 checiiTre inttresl method C'A$b bink bul&llct5 C ash helé tlio LhJrii! 14 InLlud¢d dt Ihe 3rn¢llmi sci￿￿11￿ 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 LOntrib￿tIlJn Pl￿￿10n 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 ￿cl￿dCO ￿ 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.%￿r￿JUS 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 del￿￿1￿ offs￿Ch 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 $£beme% Any ljabilites gnd 2S%LiS asso¢i4i¢Q WlTh the scheme are %hown undL'r debt()rw and crtditoys 9 Re[nuner￿liO￿ and p2vmtnt% to Tru$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 atco￿nI %ummary 2rJ24 At l April 2D23 Ilt 31 ,%IArch 2￿24 6fi,F13 Dementia Friendl) Swansea Notes to the Accolliits far the yeur ended 31 March 2024 12 ND Telattd pa￿. tran4g¢tion$ 13 Parti¢wl*rs 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'idu*l 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 I￿aTre$ 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.$33 16 '1-he purpo.4*s for ythi¢h tht fund5 a5 Fliidgciid RIF .SLrttn ¢4uipm¥ni ((Ir ihL Safe Hll N'cn IRL'F R¢Trrnue fundin¥ Drintnlid Flwb in In pr¥pJrJii{Trn vfr¥m(iJ¢lliiioJ uf ilie Hwb Charles Ilayward fourtdAliun Deli%tJl 4JfMubil¢ Denittniid Hwb 20 Dejnentia Frienilly Swansea T4otes to the Accounts for Ihe %'ear ended 31 March 2024 ( ltsundAtJon li'al¢i S'watkscTh RIF l)enientia Ilwh in Ouddrant. Sli.8￿￿L 5P Nlrjbile HM.b prii)¢cl in.Swyns¢a 17 IIItLlllatc cuntrollin2 party 21 Dtrnetstia Tr'ripndly SMan5¢9 Uetailtd xn31)¥j¥ Ibf exprndilurt for the }'tar ondtd 31 fvlarch 2U24 a4 fe4UIT¢d b} Iht SORV 2015 Thi.1 Is cIus53iJ¥¢d bj. coMv£'ntithftfjlrtoMin￿l dL¥LripftVn.F undnot u¢tryiry. C.'urr¢ut vtar PriDrVti Truhds 2th24 2024 21124 202.1 5.825 2,950 7.315 7,325 CurT¢Ot )e&r l DrtslrlEtÉd Dé 2024 2024 kevpnu¢ Ei#nl$ 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)rr￿mr￿I publiE bodie5- Pi'ior I'egr 9fft91y.*t$ PrinT I'¢gr Priur kt5gncltd '￿￿dS •n23 2023 2023 Prior 22 DemEntia Frien¢lly Swansea n*tailrd anal).sis thf income aDd t%￿ndlI￿rt ffrr Ihe ytir ende￿ JI P¥l4rrh 21124 us rr(Juirtd b) Ihe %()RP ZIJI£ c.￿r{C￿l )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 reVe￿￿t grollls 17.694 IY.294 RtY¥nut xrHllt5 frv]D pNblii bodies IlnrluJ¢ Gift doDatlDbs ftoth y￿bIl￿1*￿e￿I D4Ivsi Pdor Pripr Trr*Y Rr5trirlcd Fvndq 2023 Prinr I'e$y 2.50 Total DuiialioD5. Gra￿t5 And LeRAtits I'otal Doll2tions, Gr*nt.% and 7.925 23* 245.533 Iql,224 Rmtrfvtrd PriLTriyedt l￿tal l)nnxtinns, (7fAntS 4nd LeiAtit Al 144,774 rurrcutvrir Curr*ui I'efjr 2024 21124 2024 6$ 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'C￿T 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 Tvt*l *und5 Currelli ye￿ 2V24 Z024 2024 EmploJ'vL' iuyts intluded IN dir&ci iO.fE5 J'r￿11]n￿ ano ￿.￿lI￿re- 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$i4 of ininmt vxprndiluTe fili the year eThdEd 31 llarch 2014 a% rè4uiT¢iI hy th¢ S()RP 2015 16,7211 uiidn. expeJise.% Equipmen(EePair%.exp¢os¢s mdinlLlI￿G Joi 3,1)47 2% (-(Insurnable4 2,082 Pro/c.f.Fiuntsllee.f ijther tham Ihf audilvr or e.rtsminÉr cUn£ul12nc￿ [¢¢5 Dditr lebal And profc5510nal 3,330 4.fiO4 4.6(F4 an4 15.000 SuppTrri etrst$ btf(Trrr roll1￿(￿$7￿ 582 4Y.4¥4 50.ib76 66.D8n T&ixl.%uppvrt ros15- Currenl l'ear 581 4Y.494 66,nA LknrreDt I n¥eslnrtt '￿￿t￿l F'uttds 2Q24 2U23 .tp1u￿￿e￿r co.ff.F 'i)lun1¥¢r.%' cxpcnEc5 4D I.jEhl hedt Rent 6.918 I,X58 Ttleph(>n¢. Idx IntLtnei 3.33Y 3r)¥ Siaiioncry and printin¥ Adl-enlsinL￿ JtiJ ttldik'ilinb 22 ID7 28,319 1.722 121 94 221 PquipihLnl.repairs,e.Ypeii%es atiJ maintcndn¢¢ 2,449 3.4U2 2,074 72 532 .I'IiFporfrc*.Elf hefore reollocoftopj 61,545 &6.OYU 'JotaI Supp￿￿1 ¢th%l%- Tpri￿r l'ear 4.>J> 25 Dementia Tr rieDdJy Swansea Detailed 4nalj4ji and expe￿ditllrt for the lèar ollded 31 %IArrh 2024 4.% requirtd h) Ihr S()RIF 2U15 21 1)Ihtr Expendilufe- ¢051 Curnutyeir Tiital Fu# I'eor ullds F￿￿￿$ 2￿2• i J I.2￿1 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$6 5U.V76 Y3,752 5Y2 49.494 1.21MI Tthtal ch￿rI1￿b]l expe￿￿llUTt 112 733 IX8.39Y Priyi-)'¢&f Rc5tnctrd U￿d$ 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 txibendit￿rt the fi)T ihe >rar pnded 31 .NIArrh 2U24 23 Analysis of irJtDlhlt bi. Yrilvlti ¢)Tr A rcf 2024 21J23 Afliii 4). j33 oJlMCO*JJÉ *45 533 24 ,In*l}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 ￿ClI￿lI1 (Tovernanct FiTh*n¢r IlunJJn 1.2W 4.769 45,3ll8 25 AnAIysi5 of non cbArilablt eiyendii￿r￿ ¥rtiThitv {￿tr￿an(¢ 2n24 2t)23 1.2(K 1,200 28