The Clthrity Regi51Tation Nun*¢ris:_ 1199456 Dementia Friendly Swonsea Report andAetounts 31 March 2025 aMdBow¢ Chttnered CertsfiedAccouNIAnts Rlv•¥ideHouse JYorfft&ndyRtMd SA12JA
Demtntta FrIettdty SwaMe& Report and KcouHt5 for the year ended 31 Mireh 1025 Colltsllll Charity inf•rnMtSon Ttee5, AnHual Repbrt St#ttrnnt ofthitor•' respo]b51bllllle A¢ro•nlThty' ¥¢port FgwSmiemeHts StstKrtent of Fifthncial Actiitie3 hlov¢JJwni$ ID fimd$ Inco#[ Expendit¢&2CO SunMn)ryof tID)ds Blan¢e sbeet NDie5 th the thCegU#ts
Dementl8 Frl¢ndty Sw8Dsea Trustees, Annual Report lor th¢ y¢ar ended 31 March 2025 1heTn]5¥ pr¢s¢ni th¢irRepM A¢¢tyJnts fttileyedt¢lld¢d 31 Mar¢h 2025. Referenee and admlnlstratlve detsih rhe ck4rty Th¢ leÈttlTJJmE of th¢¢haTity ii'.- D¢mentiJ Fri¢ndJy Swans The rhrityis E150 kll0 by its wl1B name, Den115 FriETh21y Swanse The eh4ty$4re4$ UKeh4rftablergRlslrothTrM. Thi rh&rityix rc8iercd in ETh8l&nd & Wjlcswiih iheCknTityC.OrnrnlMDn in Engiand & WalBs ICCEW) with chty mmber 1199456. Tbe thatiiyd0¢6 nol opetoie in anytilieM5 juri5dictionB. 14K415fr¥dureofihcchorfty The Lharity is coftslitukdasa Ch8ritabl¢ lThorrwJtr4 oATriStiOn (CIO) in England &Wales. The BD¥erningdocunnl of thc charjtyisthtc0nIsllIioTr tyf IhBCIOg5 opproved by th¢Chujryc¢nnl$slmjTh Eft81 & Wiks (CCEWI. The governing dorum¢Dt 15 dated There art tto r¢strictiong iti the 80V¢rntia0¢unJents on the op¢rntiott of the Charity or on its inv¢stllmt pow¢rs other than those imp05ed by ChllTity Law. 24 June 2022 The ITU5E¢B5 arEall individuajs. Tbe prlnclpal operatlng addrets4 ¢ekphDne number, om•ll Dd web Addresses of th£ eharlty8fe:_ 78 OveTiend RrMd Mumble5. Swansea SA3 4LL Telepht0?92)04Sj9 E11 Aédr¢$$$upwrt@demM1iafricThdlWn8Vorg wEbdI¢s$wWthen1IarrJdI5swo Tb¢ Tr¥$ttesl* ofn¢t ortthe dllle tht report approvtd wtre:. Laura Jaycrouch Keith Hardin¢ DrEnJma RicbsYd8 Michael ColliD5QAM Ichgsrl tri¥k Green- AppDinied Stptenttr2fjz4
D¢m¢ntl• Frlendly Sw%n$ea Trustees, AnDuo1 Report for the year ended 31 M4Tch 2025 Th¢fpUowinK W5tsnlS¢Tvcd 41Th18teu dMAngthtye&r effidtd31 M4r¢h 2025:. Tr trnstecs who seLTrYd 83 the rqlg peTh{y].4nd.ifgppli¢sbk.theirdatssof&ppointmtnlorreylt1on thJrin8 rh¢ y¢•r wer¢.'- Lc51eyAbboiiich8irl- Resigned Jyly2025 Kalharl¢ M4CDftnack. Resi8rtd September 2024 Jay Cnwh Keith HardiDg DrEmrna kichard$ Mich&¢l Collj'ns ICh8irl Pofrick QreeTh- Appoinled Seplunb¢r2024 Objects #nd acdvitles orihe chArlty Thepttrpost5 olthe eh4rlfy fjsseto4iln doc¥m¢ftL To prornole and protrct the physical arLd mcnltl h£alih of people living with demcntia and th¢ir cartts and familics in thc Commuttityof Swlnsca $tMi a¢r055 Walcs thrw8h th¢ provisiort of Suppo education, illfomtttt*>n. pr8ctical advrce. rhe rfclivities #ndertoken th r¢lorf¢•n lo Ihosepurpos¢s durlmg iheyeor. The main activities undertaken d¢s¢rib¢dbchJw. rhe 4c¥¥vities underlaken during theye4r thfyrtherthe chwity sp4rposef&rthepMblic beMefiL Dem¢nii? Friendly Swanw opeyaies No Demeniia Hwb CentS- olle in swans Ciiycentre 2nd on¢ Port Talbot and a Mobile De11 Hwb setwn8 ronununitie5 atross Swansea and N¢aih Port TdboL TbeDementia Hwbsprnvid¢aone•slop place for information, supporl aud gL)id¢¢ for.. .People WD]TifAI about IhciT memory: .Ptople who tkrc llbout gomeonc with memoryissues.. •Thosc diagnoscd with dcmcmia. at .Familym¢mbcrs aLd carcrs 3c¢kiJig klp aryj Advic¢. The Demenii# Hwbs open lo th¢ public- •Swknsea.. 7 dÈys PET week. I l..Otk15..00 .Ab¢rnfan'. 6 days perweeK I I..0(ls..00 VisiloTS ¢ommokly Kck irtformtstion on: .Palhw&y& dibgnosi8 •Rtspite C&Te options .FiTrancial beu¢fits w¢lfare .Legal njallers such as Power tsfAttorn .EtN)lion#l 2nd peer support Vo5unteets and staff PTDvide guidance And dircctvisitots to appropriate national orB8nisation5. Manyvisitor5 alw b¢n¢fit Simply froin beiJJ8 able io tslk Ihrough Ihcir sirualion in a sUPPOrtiv¢ and ndcrstanding enwironnKnL
eEntiR FrIedIY Swausea Tru5tees' ADnual Report for the year ended 31 March 2025 Mobilc D¢m¢Trtia Hwb Lallnched in 2024. the Mobilc DeDKDtia Hwb tsk¢s th¢ s¢tvice diwctty irtto communilics aeross Swansca and N¢&th Port Talbot. It operates frrAnacttsSLble public v¢ou¢s sllch 2$ ¢ommunTty klls. sup¢rllwkets. and libraries. The Sel¢e is stsffed by troined employ¢¢s with strongknowledge of den111 and available 8UPPOrt pathY$. ementia Aware TrainiTh8 In April 2024. Demtthtia FTi¢ndly Swansea launchcd DcTm)tia Aware sessions- an &W&TellwspAising PT¢sentation designed to improve thidersiendittg of demcptta 8])d inclusti support. It has be¢rt delivered 10 bu5111¢5S¢s, ¢omtDuniry group$, and coll¢K¢ sNdeLts, helpingoT8ani8aiion5 recognise better 751 people living with dementia. Th¢trusl¢¢shav¢had reBrd to theCltyCotrIn$ 8uid8ttcÈoo P>ti¢ b¢nefll irtttww8ingthE atlLvilies of tht ¢h8ri1y. The Achlevements 4nd performance of the Charity during the year. Comtrwjts bychaiT of tTUStres. BeN¢¢n April 2024 and March 2025.. .Tbe Dememia Hwb ISwanse. QuadrsTht ShoppiDgCentrel wekomed 2,733 visitors .The Dem¢nti& Hwb (Port TalboL Aberafan Shopping C¢ntrel wel¢om¢d 1.422 vigitor5. •Th¢ Mobile DettKlllia Hwb supported 2.141 individuals acr05s Swallsea gnd N¢ath PortTalknt .517 people took part in Dem¢DtiaAwaT¢ Se551(KlS A total of 6,813 people &erossWesi G18mor8gtJ acce55ed theDe]betsti8 Hwbs io 20225, cornpwed with 2,798 p¢opl¢ in 2023-24, demtsnstrating sttbstsnli#l growih in rh Jnd ¢rtBag¢JvEnl. 'The 5u¢cess of Dementia Friendly Swan5¢8 and th¢ Dernentia Hwbs is the ttsultof th¢ hard work and dedication of our 51&tT, volunkers. and partner organi5ations. Ihe truslccs exte[ Iheir h¢artfelt thanks to Bveryone involved furththr COTnmilrnenl andcDntT1[10n over Ihe past year." Th¢ tsu$t¢¢$ would like tr> thankour key funders and supporter&' Wtst Gl2moF8all Re8itsnaJ Ponnershtp- Regional Integrated Fund {IUFI, Shared Ptosperity FuThd, Communily Fou)(JMtion Wales. IRCF Capitsl Fundin& MAfsh Christiyn Trust. MIM)ndan¥e FouNl¥tion, Auylin Bailey Foundation. sw8na City Council- Listening Catnpaign, Blak¢morc Foundation, and Pobl Tlte dilference the cknrity'sperJ4irm4nce dmnnglheyur modeto the benefittariay ojihe ¢hwtiy. Th¢work of Dcmcntta FTiCrtdly Swansra ha5 had a pDsiliv¢ impa¢r on the bencfJciarir8 4.155 visitors to Ihc Dcmcntia Hwb8 who infornution. advi¢e artd 5uppofL rhe degree to whleh the t7thierneHts 4lldperformoNeÉ d4plng h4ve bertefliedwlder The large number of visitors ¢nabl¢d th¢ information obtsinedto be used bYthetlves as individuals. 45 well a$ infortning friends and famsly b¢nOrIt wid¢T Slely.
Dementla Frkndty Swn5e Trustees, Annual Report for the year ended 31 MAr¢h 21125 Stru¢tiire• EoYeTn•n¢e 4nd min4gement of the charlty Thémeikods used to reeruh4KdAppolninew¢hÈipIty (rnslee New thjsoes are appointed upon the re¢ornm¢ndationof txisting wes. Otte thirdof thc tru8t¢fS mugt T¢ll at 4nttual ¢] mccting and offer them5elve3 for re-el¢¢lion. B8]Lke Nuiw¢st Bank Plc. 16aOxfordStsEel. Swans¥a. SAI 3AG Cross & Bowen. Chartertd Ctrttfied Accounian15. River%ide HOuse.NiJrnndY Sw$thEe4 SAI 2JA A¢¢ouutnts Fln4nclal rewlew The chArty'sJ7nAnclalposlrtt>n 4fffh endofiheye4r¢nded31 MAr¢h 2025 The financi#l position of the charityat 31 March 2025 cumpJrativ¢s for Ihe priorp¢riod, os Twr¢ fully dEtHiltd iu th¢ art$. be summorised os follows.'- 2Q15 2024 Net lieome 138.IZ4) 59.400 Unreslriitrd Revenue Fall*ble forthe EEReJJl pSe5 of the chDrity 27255 RC5ttiC R¢v¢rtu¢Funds 734 50,399 Totsl Ilinth 27989 66.113 FiThgncial rtview ofiheposiliom atthe reporrfng dalé, 31 2Q25. The trustce5 collsider the fJDancial pcrfornlloce by thc thariry dwing the ye8r lo have been l9[aCtory. Policies (w peserves. It 15 the policy of the charity¢O hold MI$trI¢d fvnds atthe level quired toprovide suffi¢i¢nt fiLod$ 10 tover expenditure from suLh funds for a one moTrih periud. Th¢ I¢1 of UTJT¢strYird fvThl$ h¢ld &131 March 2025 was £27,255 wknith was above thetar8eL Poitit of Not¢- this ts o key focus for 2025126 to incre8se TEserves.
D¢m¢nrf8 FrleDdty Swans¢ Trn$tees' Annual Report for the ye¥r ended 31 March 2025 Av4Uoèlllty of8ftch ofthefund3 ThelK)ard of trusiees is ststi8fi¢d that the charity5 assets its each are available ahdadquat¢ to fulfil its obli8&tion5 re5pe¢t of ¢ach fund. PlqNs For ihe Futhre sUrnllry of plaDifw the lulvrt Irutst¢¢s'per•pe¢tivR of the futsTe dtreethn of ht ¢h•rity. Dementia Friendly Swansea will.. Continue to OP¢Tale the Dementia Hwbs in Sw8ll8ea 8nd PortT4ibot. .Setk renewed and susiatwdble funding 10 En5Utr loJJ¥-Im ¥ervictt delivery. Expand ihe Mobilc Dtmetstid Hwb'5 Teach acro Wcst Glatttor8atk to c0sre all communiti¢8 access advice a[ support. .Str¢ngthcn our fimdraisin8 Swtsfcgy Ihrough grents. dotwtions. and parmerships to cotstinue delivering our Charitable objettives. .A d¢tsil¢d r¢vi¢w wll b¢ cayri¢d out on Er&nt aM>lic4tion5 and T¢asons forunsu¢c¢ssful wltcations. A focus Area will be w increa8¢ donwtiOllS 8Dd p8rtD¢thip working. Details Df The Independent Examlner Mts Julie Corbe Memb¢rof Ch8rTtd certifdrn1WttY Rie Hous¢ Nornundy Road Swa] 5A12JA Statement of Trnstees, R¢sponslblMtl¢8 The ¢h2rity$ trJst¢es are tesponstble forthe preparation of tbe accounts in 8¢cordan¢e wryih the ttrn of th¢ Ch4riti¢s A¢t20]19[ the Clwrilies IAccowits alld Repor) Regulations 2008. Notwithstattding the explicit requirem¢ni in the extant staiutoryregulaiions,the arli1e5 {Accounts and Reportql Regulations 2(KJ8. to prepatE Ihe financial sliil¢rnenrs in accurd#nc¢ with the SORP 2005. in view otth¢ fact that the SORP 2005 has beEn withdraw thc Trnslees drf¢rDJined to inl¢rpret this r¢5porJ5ibiliry as requiring them 10 follow currcni b¢st pradice and prep8Te the accounts at¢OTding to the FRS 102 SORP Istaiement of Kecommendejj Practice tor Accountin8 and R¢porting bycharitiesl 2015.185 amend¢d by the Bullelin is¥ued in O¢iobeT 2018 grMI applicable ro all accounring p¢tiods beginuing oo or dftcr Isi JanuHry 20191, (The SORP).. In particular. tharity Itw wuire5 the Trnstee& if they prepar¢ a¢¢ounts Dn Bn a¢¢nlS basis. to pr¢p financial 5¢at¢mEpts for ¢8ch financial yearwhich give a IN¢ and faiT view of th¢ sraie tsfaffairs of th¢ ¢harity as at the end of Ihe fjnÈD¢irti y¢¥ of th¢ surplus ordefJ¢i¢ of the charity. knpreparinB th05¢ fjnancial Stat)£1 the Thjstres are r¢quitrd to:.
Dtmentl8 Friendly SwAn5¢• Trn$tses' Annual Report for the year ended 31 MHr¢b 2Q25 - lo prepare the accounts in aCLor(14nce Unit¢d Kingdom(>tneT4llyAccepted AwoutitiuKPr8¢tice (United Kingdorn Accounting SI8DdArd$ and applicable law). s¢l¢tl suitable accounting policics and applythem consisl¢DtIy} - mak¢ Judg¢nts and ¢stimots8 IhAt are rcason8bl¢ and prud¢nL -pr¢par¢ the financial slQtements 01] the goirtg t4)rtcem ba51s unlcss it 15 inapwopriatc prebume ihat the chltyW1[I continuc in bu5ÈtieS5' state whetheT at4)licJble accounting stsnda¥ds' and satrmcnts of re¢oJmncttdcdpractice bhve teen followed subjtttto anymaTerial d¢pthJreB disclosed and explained iti th¢ fu]8] s¥ateftnt&', The law requires thAt the tru8te¢s musi not approve the accounts unles& they are satisfiedthat Ih¢y give d rtue and fair vitwof th¢ $fai¢ of affairs of the ckniryattd of the SUTpIu5 or (kficit of th¢ cjjarity for theyear. The Trnsr¢E% arr algo responsible for maintsining adequtlc a¢covnlin8 ryords which di5clos¢ with re•wrtablt accuracy al any tIEIJE the financial PDsilion of Ihcchariryand which ar¢ sulTiGient 10 show and explain th< chari5 transactsons and cbI¢ them to ¢nsure that the financial ststemenrs ¢ompJywith TegulHlion5 m&dc under th¢ Charities Act 2011. They a150 responsiblc tor $afrguttnling tbe ass¢ts of the charity and hence for lakn.ng rra50nEble Slrps for (he prEv¢niion and deleciiiK) of fraud8nd other Tegul8riti¢8. The Tr¢¢& 4r¢alsOresnIIb1e forlhe¢4)ntert* of eT$es'r¢pOrt. PLKlth¢stytlltary rt4PDnslblliryoftht Jndependent Exanuner r¢lation tTnL81eeS. ryott i% limit¢dfocxarnining the reponand ensurinB th, onth¢ (0¢¢ of the report, theMaTe no materill inron¥ist¢nrie5 wilh th¢ fi8uregib&closEd in the finana&l sthtemekn This twrt w&sApproYedbyth¢boArd ofitwt¢es on 15 D¢eember2025. MICHAEL COLLINS QAM T¥wsitt
Dwnentia Frlendly SJvaDse
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Derne¥ Frlendlv SwJLnSEX CoTrtequerrtty. IdonoLexprcssan 0111 opinion oth the 9v¢Trbytl]efiMncb218ioMents, 4nd in pwieulÈt, lexmno opiDionasio wh•h¢rthp fina111 stBtements 8lVt8 tnje ind fair VLew Df theitT•ir5 ofth¢¢hatity, andmyTW 15 lirniled ta Ttwltus¥¢tout ID tbE ItthTn¢nt b¢low. Ipknd aodwornJed my eX&mir10 $o¥tD54N$fytny¥vlfthai theubje¢iivei of thÈ intyDLkni•xaminatirth uteAcbiBve before fUl151n8CTEPfjft l 911ed written A58ut¥mces fr0mth¢Tstvg$0furnttNalJll9uu5. Indtpeffjdent mINer.• St•¢emm4 Report and Oplnlo 5ubi¢cl lothc lirnittsliLTh Wl lh¢ 50wEofmywork43detsiled ebo, Th4v¢ cOrn¢t¢dy¢xAtIlMtiTrn'. #nd thw'.- attwLinrwcclof8th ¢KAJoinationcgtriedourunder 145 ofthe kn ¥nd uia¢¢rnth¢¢ ith Dw¢thionswv¢ti bythe CThÈrityCornwl7th ulldL'Jwion 11515llbl ofthc Acrwhi¢h maybcpplknlr.' Indih)tftoMatW1m1ilCTh tomyatttniiOD in conne¢iiOts wiihthE e.ummljlvffjmvuWebC1KTthIt ID y maktiil rtsrth:_ fic(wfflin$ rc4)wdswer¢•otkepi in resFY¢i of the¢hwty85r4utyedby with S¢¢wn130otThe Chsrtiie5 AthXII", thefinartilll Llinot 0T)tht1 reLtsth; th¢ fiNoriNI ststcm¢nty thknut romplywiih thtwlicLbi¢ rtgUitemenL% GoDcerninsthE fonn BdcODteM of 0[ts Oilt in Thtchèriiies (Atcounis REport¥l RCgUl20nS 20(>8otherthnanYTcquircml thi1¢acCOUrts BIVC &'bv¢aO flli iryew,whith 15 tter¢(tsed As partof &denl ex4tyi1(: ha noi beeD prepar¢d ID with the me1Wdprin(Jple5 ill thp FRS 102 SORP ISw¢wthto( RECO]nmended PtllctiL ftt AccrthThn¥nd ReP78byctie&I 2015, bylh¢ BullÈ7hM issued inO¢robEr 2018and Kbplmbk tt>oU4WXOtytin8pwJ5bewOin80&TrÈr IsiJatNw20191. lThp SORP). I hor(w¢$ d IkRVrc43trte across therJnattets in win¢ctitiDwlththeexn1hati towli¢hArtthiKkn siwthd be drawn in IhisitDffi in ord¢rtocn&ble a prDpcrun&751andin8 of Ihc financi&l st&t¢nKnts 10 rwcht Mr5Julie Ccthll- tnthpenthi Examiner c¢41[1&l Ac¢ts Riw¢r5idp Ho NomwDdy Ra Sw4n &412JA ThTsr¢wJrt Was siWd0 15 DecEmber2025
Fritnd]y Swansea- St8te)n¢Tht of Fln8ndAI A¢tlvltles foy the yelr ended 31 Mayeh 2025 Saim¢nl ofFiw44ryciqIAciiiilitsfor theyttrended31 M•reh 2025 s yt RUtrlrd Prjtsr Y• Yof•l Fu Fuids 2$ 2025 2024 DiwtiQD5& i¢cl Al 13,477 367,379 380156 245.533 Dn: Cthariable ¢tlIeS 1.936 417.044 411980 186.133 1,936 417,144 41(98D 149th6S) (3&114) s91 etlllcome Nftor trllrf¢rs 149.065 13¥.124) $9.10• 149.0651 131121) T•tAI)JAds brought forv4•rd 15,714 SOJ94 115 712 T•talfyndi11dtor11#r 2725$ 7]4 27,989 66,111 7hcWRPRef indi£atedaTrA)Vt is the ¢IrIcOn ofinciJmÈ StrtOuiinlh¢ f(rnNI snRP d¢tunnts. A$ rqlliTed bypEragraph 4.d ofiht SORP.tk brou8hi fBfwArdand carrd fophwd fundb aboY¢havo iothc Bslonctsknt. Ln55V i5llQttt4ulled thi 5t#¢¢nKni in¢lud¢5 Jllrr¢ogDi%ed eAin5And All &tiviii&s derive frn continuin8OP2TatifjN5 Tbt iotrl •iicth¢d on p•8e$ 14 to28 f•rni ## IDtèKr41 pArt of these4c¢oun¢$. DEmeDIth Frlendty STVaJh5efs- AD#ly515 of prior yeAr totil funds, as requlred by pArAgraph 4.2 of ihe SORP PrrY¢ PthY4•r rrfurYr Ttsll Iloreth¢i¢d Fund 1024 2024 2024 Etthwmiisfrom: DonaDonsa Lwc Al 7.925 237.608 245.5J3
Demtntii FrKendJy Sw•n$to- Statement •f Flnanctsl Ac¢lvitl¢J for the ye8r ended 31 Mar¢h 2025 Chkrknbl¢ tscliyitit 243J33 Raising thariblo ¢rlI1¢9 Other T&xth surPhOn ordiw4ciivit1¢5 B3 Othertsiatv)n Bl 734 185J99 IIA133 B3 T(AltwtJMliwre 734 I85J99 A8fi133 Netgoins iThVCStmois r4#ii¢weforthyttr 52.209 59.400 Trawlers bptweew 52209 59.400 Nelrqovemtnt funth 7.191 SU09 59JOO Totslhmdlbrotyht f•nTBTd 11.8(%)) 712 Totsiiknd#<rrtÈd foyward .112 All llvltle4 d¢rive cont1n2 oper&itoD8 A se[* Stst¢rnLw•fTotÈl Iwised Gaihs and lJJSwi$noitywia ai thi$sr8tgment Inclth411 tnI arNJ 10
Demelllli Friendly Swau5ea- Statt)nent of F£nanti8l Atllvitlrs for the yt•r ended 31 March 21)25 Demtndl Frtendly SwaDs0&- Reiourees lpplled In the year ended 31 Marfh 2025 tow•rd$ fixed e¢$ for Chlrlty ll$V.- 2025 IAdIn¢late in th¢ittr¥thilcdintk SOFA 13&1241 59,400 Net reifjryretS ivablible to fuod eharltsble o¢thlTtei 38,124) Tht •tt¢P¢ed on p•8u 14 to 28 form in Int6gr81 of thtse •¢tount& Movemtknts ih reYeDye and eapltsl fvnds for the yeAT ended 31 Mlreh 2025 Rev¢tttte Aetumulited Uarnfrjcttd R¢#rf¢ltd L4iY 'I'otil Vind 1124 Fund 2•28 20L4 2025 Arcuwutsted fiJnd5W forwaFd SOJ99 66.113 712 Recusnised ¥8instsnd Iv$$1<x¢ tranBfvry¥ (495) 59.400 272 734 27.989 6(112 273 734 27,909 66,111 SuDry of fon L'ire¥¢rktrd TtsLl Fulldi 343$ 2018 1024 27255 734 17.919 6&112 The notsJ•ttthEd pa8e5 14 to 28 hTLI rt ihttltfil p*rtof Account
Demenlla FTlendly SwR$¢•- Stalennt•f FIDATltlal A¢th4des for the yer ¢nd¢d31 MArch 2025 D¢m¢utla Frttndly Sw•n5tA Ineome #nd Expendlture Account for th¢ ye•r ended 31 March 2025 as reqUIr by the Companles Act 2006 2ts 21124 lJtc¢Jwe Inct110MQAI1¢ty5 J80.856 lThveshM)tincom CTQH Iht•D)èib tbtye#r befo¢I¢tIon1Ite 38OJY 24S533 Craq hrtotyl& thty¢ar 1nclwdl¥1tPtlTrTr1 léfmi 350150 14SSJ3 Ch8titybl¢rAFaibl¥r¢. 401¢¢I0t1on gDd wnorti51tion Vtrnin¢t ¢OEIS Reali&cd loss dwls ofsrtial iDVC5unents wbi¢h r¢l¥tcd 1¥4.933 1,2 1,260 T•tsl expthdltUTeln the yegr 418,979 18&T33 N¢t ittrDmpbthrt 11 iti the fi•antil yt•Y {3&1231 59hDO TaxthsutpSQAod1ThYL£lIVitie5 59AOO RetTred surplui for th tlnthtll yer 13&1U) 59AOO All activities derive from ¢onlirJuing operations th¢ PTQViSilhNSof tbtCompanitsAc¢ 2006. the subhe1%5 used BndExp¢ndityi a¢¢OEthI h8velKeTr4dspdty r¢fl¢ci ibesal n#NTeofihe eharflyA icrivitic TheD•ie$ tt•¢btd op P•Ee$ 14 ts 18 form # kntegral p*rt of thue #t¢ount& 12
D¢meDtlo FrIerlY Sw&llsea- B&la•¢e SheÉt is at 31 March 2023 SORP Notc Ref 2D25 2024 Cllvyt Cish bankaDd in hand 29.957 67.797 yo 10 ci 11.9661 {1,684) Net tu¥robiASt¢ 27.989 fal 13 The 10t ttetisttfjftheehrbty 27.989 ij Thf tvtsl n¢tasi¢tsdth¢h•rity 4t¢fyNdYd by¢h¢fuDJi of tht¢h•ritr, ¥folb)wi:. ReJrittett fundi Re5rricipJ Revern 14 D2 734 50.399 734 UNrtJlrf¢led Funth Vwlricr¢dRcvgFuBth 14 D3 27.255 27J55 TotAJ ekATrfty 27.9B9 ij Tr WRP REPintheitedaknveiS thÈd•ssifKonofBEIDnKShrth lir41S$¢tOUt inthtform81 SORPthuTrrms. tegUtt¢d byrAts8rt Q60oftheSORP, thebruwhr forwardand fun0s4lhlvtbtértèsttdl0lhe SOFA.. ThETn¥tEe¥ackniowl2dgetheiTreBpnllsiknlities fotcryljiw with ittereqwrEmenty DfchutylEgisbtion Witli r¢5Wt ¢¢WbltnB rewrd8 theprepw4tion ofacco14llis. The charity i¥svbjtth LO ]ndependent EYAUtionunereh8tYT¢Gkn1,thI th¢Jewofthè 1rK1ÈpÈ4¢ Exwniwis QD pa8¢ 8. Th¢Tnut<e54regNtisfied t,8&h ih¢¢brityl$nutTE815ttdf¢hC C'ompAlli¢&kn& il'iiweies0 tE8151EreII wouldbec1ib1Ctts pryttaCCQUniS irtJ¢wrfan¢ewtlh PrOVISIonS ittPart 15 of ConVnlAe$ 21VJ6. Weable to MR MICHAeL COLL]NS QAM 5r Apptov¢dbytkn b(4rdoftNeoson 15 D¢cernbcr2025 ThtAptei•ttsehèd 14 to21forni ItteEraJ prtofthMe a¢<DuIIh. 13
D¢entIfi Frfendly Swanse Notes to thÈ Accounts for the ytar ended 31 MY4rth 2025 l A¢¢ountinE poII¢iÈs B•thDfprOp4rlltn Th¢ h¥%L rprcprd ihc4CCtuiL4 b451 vnd¢rthc rO$I cynvtntim andim th¢ Fwncrdl Repottin¥ St•thdArd Iv2.{efft¥ti Isi thlary206) #nd TrRg 10? SOkP15tatrmcni of Recomll]¢nLW PtLctieeforAc¢LyJnring&lld Reponing bychatiliog) 2015,{ag im¢nd¢d byih¢ 8ull¢iin ISSU in Octtsbcr201¥ Ènd ippl&ble toAII &yountihgpcNodsWinttili¥ ortorafier IsiJ4nu8ry 20191. IThc SORPI,publibhcd by the ChatiiyComfiN55ii>n I FRgland& W411%lCCEWI. cffL'ciiveJanuary 2016.,4nd ia cOrd¢ 1thl1 applicible Jw in thechRTity5 jiir15dictson ot'rEyitrution. ¢Jwithat thtchxriryh8ypTEp thE fin4n¢i4151atcrncnts in ac¢Drdnce wtththe FRS 102 snRP IsiaiernentofRcCvtiuntndtd PrackK hrA¢countllwand Repofiingby Chariii¢si OIJ. las nnded bythe Bull1 is9 in (kTobcr 2018 andapplr¢Nbl¢ty&ll ary0unlinurfs ¥)nnin&0 oraftEr 1st 20191, (The SORPI. IllptefrMCptQth¢Pr¢VIOU4 SOBP, th¢SORP1005, which h¥&bEen withdr81, nOhVithgtwndiM8the fa¢tth4tihtexiolli Sl4luioryre8ul&tion$. tht Chitities (A¢couiJtsattd R¢pDnsi kw110$1Y1Cf¢rtxpty1othC SORP2005. ThjslJs brcndtmy tn pword rutrcmbcst PTNC1iCe. Thecharfiyis A pblIC bEnefti¢nilty. TreTtU$tSL1¢ nndl trt Pubb¢ Betsvfit Dndbebtvt thtihe Smocchlrity0rrO serw thE community. rJt0$8io¢onTePiestl th¢ Y8lue. llet ofvluEadd¢dTAX gnddlFtountyofw)ds5ffwthd i0¢t01 th1w( Leav1 YewtofscTYicuprovidcdtowtprrK Catwrleif Jo¢ome IncowK ts£otegori5¢da$in¢omtrfJ¥rn tr8nBprtiona Icijnir4rtiThety) irmfrmoDR¢hJns¢rhSFlIos (¥ifts% ond 05her •the frLWbJ i%rttei¥ed bythe ¢h9rrity for¥otsdB orservwe5 wppldU[k1trCIrtC1QrWhcrc entitkjnent 15 6vbivctto fknlfil1lngftsmfiCt rcledcondiThWS. Th¢in¢0nlhe ¢h4rryreceivegi% apwoxim8telyequ81 Soor Ilt¢55uppli¢d bYth0¢hItytO thc pJr¢ha&cr. knt•thefrDrn * i5 wheTeiheCbarityrttei¥esiue fr(Ththe d[wittp[tsVidillseVJ ¢x¢kn8e. 1ne1udegdo1lQsofrnQty, w)odSand5ervices &Eelygiven without8iv1ngequ8lyeinxehSt. re¢0¢Illon Income. whethertsorn exthathgeif none¥th8D8¥ty4nSKiiOn4 15 r¢cow7j th the$&mertiofhrlala¢knvities ISOFA)ttJJ ieiv&ble wh¢n8tran5BlonorOth¢[ Bv¢nlts5uIts an IndchArIty's in Its h&biliii¢y und onty lThthtLh4rityho5 legAI Eniitlemeht, jncorne lapble and be mE4XutEd rcliÈbly. Divid5 Ute LrUedWhen ihe yb10£[,srl#h1 iOT¢C¢iViP6yn%ni LIestablEd. Irbj¢Ctt0Icrrnl ondcOndiiiOnywkiChmu%¢ rnct b¢fore the ehrityis¢niiikdioih¢rnsouES i¥ noi r¢¢o8lliStduAiilthe )nditir>nshabt AII iAWrt¢ li kXOUnted forw&befotsdeduLliTr8•nyr¢l*ted fepsorros 14
Dementla FrRendty Swallyea N4rtes to tht A¢¢outtts lor tthe year ended 31 Morch 2025 R¢cwllllloTh Ptnore A lisbility. and lhTC1ed CA5)dIll1Te. i$rt¢o8nised when a le8a1orctUclLVC ubbgatH)Th txiStsasares1% of4pa51 ¢vciI.¥rrfl It mDre bkelyihan ifftthatatrnD¥ferof¢¢¢nomir b¢nefits will iTequire& insettlement. andwhenthe aBKJUnttsfthe ligAtiontkn kme¥urÈd Or lilY11ted.. Liutshiiei ari5iTr8frffln fundin8CQllUnltiNnts 4ryJ cun5tThwsvc obll¥a1ioT includin¥rfOM7C¢wts #rts. whm. thc tirllifEQrihÈ¥znLtht Dfthe fufureexpendiftffe to Settle iknt oblitdtion are wKerLIiuiBiveTi2Yto apro¥ tFLe Acc1%, which j5 reVed aithe aceoumtiogyt¥rend. Th¢ 15 in¢re4s¢dto rellectAThy intrrtasts IA IiabibtYs, and 1$ bythe yiliSatinn 0fprOVIS>n within thc p¢ri{. &Ddr¢vttscd ifAllypYoviSiOn IwgcrTcquircd.Thc5cll¥tsUtt1r&cdor editsd tothtrtspertil't fvnds ana activiriL% iowbich the 0]510reteX. Auotfldni ¢tst0 ¢lEvltJÉs [hCleo51haI1(< specificaltyreladtOIfft &etivilyrt]OCltré LOThAi¥¢ivity. ShareddiffcicLwbndwpportcOEtsY 4N>)ttlort¢d b¢ rnYjti¢8. Thebsis fvrappDrtionnrtnt, whi¢li 15Con%1rtifyIH114rtNd prLWff¢onate tvih¢citthiDtsizhce4 15:. St•nkn¥-on th¢sisrOsp¢At1nCcnBthOnVith 4nyprticulDr Pr¢m15ts roiB¥ed (ts-Olhe ryop)nionoffvor•r¢a oc0wiYPpthiknrI1ry. NorswÈ¢me Apptsrt tojti-m ofThouidgE 0fr¢SLwr in oftintthi, t8plty,Wt Jvde or othernSUre5 V•lutytert AEGordI¢ with th¢ SORP,andin reEtsition Dfthc diUltieS 1ttpknXs7cIry v41yeontheNtsjti(fi( wluDt¢e the (lTIb¢1cfi of vulunieets is noi inLludedwithin th¢ iDLy>mrvfthr rhayity. How¢%r. thctruStC¢SvAloethè $Istricante0trlbUtlDn rKodew lhtivItie1tsYthe ¢hthtybYuwdvolyrtttsd thi8 I&drIed JrMbTr rlyin N<#e6. ¢ift5 of ianyblc fixcd AWLqor granisofa¢apilal nabAKp8iV¢h forthcpurpoxJofacquiringwccifi¢ 155¢tstDk fullyuiiliKd thE ttJrther8neeofthe rA)jt¢tsoftht¢lanty, are ¢ditrd to fixedas5d fUs1fteIktalloIEedISseEb1sbEen ttceiyoj or5uffiyhtbeeo prorOyeXTthd the retycted rwwe. Whtt¢ th¢ l¢¥msoflh¢siftiwuire th¢ ¢htirilytg the set011 for4 spEcifi¢ puiFose, the fixedwel fu cEatE6 tr5¢48onsed gs8 res¢0 fLXedssset fllDd. 4Thd ¢he re1evsnfrrlctloTrs are noTed in the red iwtno O Where thetCTm%ofthtBift aTe tI)nCe dcqulred. soallowirÈi thcchatiryto thE3SSei onpnunrestyicted bj%. imludingthe D8hitoreceive ihepNvd5 of4nythtur¢sAte oflb¢45M<TrD aD UllYtstritd bA91S.theftthe fj¥d n55¢EfYnd¢r4lt¢d. dr5isnal f1¢d31¢tfun When &¥etgaKacqlliredfor the fiLrtheran<eofthB rhErilysobierts,utib5inith¢¢hariW5 L¥wn ynytstrKiedfunds. a trtnsF¢r li rndp from fun&% io¥ fix¢d $¢t furyj. Wbether8cquiredwiih unrestri¢ted¢tt¢8trifflcd the15qura i¥iniLi•llysknwnln th¢ knCe Jhetha¢ th¢ full¢o of cquiithon or th¢qrtion. A5 thtietstedAss¢tsare dewe¢iated. In 0[9¢¢ with trd¢pTKiariwpoli¢y.in OTdertoYeflectthÈ dimllnlll( th¢ 1.2 tr 15niRd¢ fromtherpkvJnifix¢d8st¢t fid3te11?l knnfeslrith orrestti¢1 r¢venu¢ fiJnds4&oppr(ori8t4 tothtrten(th¢QriB1I 15
DementI8 Frlendty Swanse#
Tr¥ottg to the Attounts for the year ¢nd¢d 31 Mr¢h 202$
ThE ¢ffc¢tofthts polityij lIlthe ogywtc of1r1&1otrya5sh] cquite to lh¢ n¢t bL4)kvaluc orriAvd irys¢ii.
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AnyrESiduAI lipbilirylo ihe donorariSiDB from, f•rexample. Ihe assttl fvtllrele, i6diSclosJ a5 o¢onlin8eni IiAbilityunkss ihe
eventthwwouK tri¥¥erJrynl ofth¢wilYronY PFobaN¢ in whith Ibllyfor mByJu¥ty T¢cQ8nl&.
Ihis PD]iGyr¢l¢$ iv Gov2rnttnisYllntsand to The exttnt that li dynure fromlht FRS IO• SORP ISkitrm¢ni of
RocOrotsdEJ Pr¥ti¢¢ forAeewntin8gnd RcwttinB bychariricsl 20t5.lesln¥d by th Bullctuj issuod irtlkicthr2018 and
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it15 IN ordcrtacomptywith ihc SORP.
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Dementla Frlendly swae% ots$ to the Accounts for the yeAr ended 31 M•r¢h 2025 4 Slgnlfi(ance of flnan¢ll IDitrumt1 to tht¢bxrlty's posldD Thcr¢isfft0wtfiUe orriiiliiciBlin4nMmtsiothe ch8riVsfiDArKi?I ptyitioh OTperfortwn¢¢. S 74¢tiurplll$ befor¢ IB the fin•nri•l y¢r 1025 Thell¢1sus bpfore tax in th¢ financiil ycaTi5 5tatEdaflercharEin&- 3 J29 IS90 6 Th¢rontributioll ofvoluntEe DemEntia Fyi¢nd)y SwanseihÈ5 24 %y>Mmetrs The workoftbe wAuDteors i¥e5senfial in helpin8iDa5Si51 %1%ir It tbt t)Ement14 Ilwb. lTh¢ fru5L¢e5would lik¢tDth4nkAII ihevolulltttrs wknhoyc given1brtiMe Bithc CkntribU lo kIng Ibp Dcmthsth&HWbaSLÉCtss. 7 Stoff ¢06ts emolumtfftls 2025 2024 (kossSal&Deyexciudin81swee¥ kty EnwbyerfsNa¢iortal In$llrAfefor51I ¢OSiSvF&finthl Conirfv10l &rh¢5 213.Z32 7,841 129.197 1.963 3.529 l J90 Totl¥&brl¥Nvr4w T•¢lI ro 224.609 13L66 ID15 Z024 Th¢averd8etsutthofiothi lff ewlTryed in ihe >ww#s Th#Yerage DuDtsTofrArttiThPBtsff ejttpjoI inth¢Jwwag Theav¢tage huFthroffvlIti st&ffwwloyed intheyearw&% ThpeMimRd fvll MeeqUi¢AtsnerQfIll th'cryloyEdjnth¢r W4k- Eng4ed&n charita6kactllitS N¢itrwth¢ truyttts rtsK2OyPtYsow<onnt¢d th tkcmhivcrecoiv¢4 thyt¢muh¢tstitin frwthc th3rity0rvnyF¢tst¢dtsty, ¢ithvr inthe current(( prioT 5rar. NoeMTloyÈts recejYedttnDluThrws leulwiing rtt&iorLcttfslluexCeL%of£OO,OOOptrnrn. 17
DemtDtia Fri¢ndly Swattsea Note5 to the ActollDts for the y¢4r ended 31 Mgreh 2025 No underdetinedn¢fitspt¥orthtrnC8 10 TheftMllrnllV IR th¢rw¥S Pcnsitsn ¢wtyibytion¥ by tho rylu>rr 40.918 977 31,376 595 sttl•tsttbovO 41.895 8 DefiT1 ¢glltslbuthn pen51tstt scb¢me¥ Th2¢haYityo(JtcsadcflOed¢onknbtIOn?Bon sclKme. the ¢ostsofwhi¢h tfft 5hDwM ATrme. AnyllAbilittsAthd&wtsUS50citd wiihth? Stheme ¥¢ ghowh dEr0¢)IAdtIcd1knz * ReTruntrtloD wnd piywnts toTrost gnd per$ eoiAtct¢d wllh thtm No bu5kegorpetsons¢orJheetrOwihthernTeceiwdgnyTenJunetstion frO]n1Tity,rsnY rEkngdaMity. l• Credlton: f4111ig due wlthln oDe year 2112$ Accnwli Cthr<rethtors l J60 70¥ 1] Income ndExpendltur¢ arwwit summ•ry 2•15 At l Apru 1024 srpluS#Acrt&I fortheyr4r é6,112 6.712 59.4 At Jl M4r¢h2125 27,989 66.112 18
Dementia Friendly SwAiise i otss to ¢h¢ A¢¢ount$ for the y¢•r ended 31.March 2025 12 No r¢lAtrd phrty trln5a¢tion$ 'rknwerÈjtttyCty0ulWrfhlAtedP&rf1ts u) th¢ 5¢ÈT. 13 P#rtieulars fyf how PArtl<tyl&r furtd&hrerepr¢Lted by Aets nd Illbllitlts At31 Marth 102S L'mmtrlrtel Rt¥ted fuNdi CorrqntAEsets CuTrent babilitie5 29222 755 29.957 (lJ68) {1968) 27J94 735 27.989 Al l Apru 1024 Dulyted lua F¥n 17J98 S399 67,797 I1,1) CuTrcnt Lithilli5 SDJ99 ,113 14 Cknoge ITL t•to1 funth overtbejear showD Nott 13 5 iDty¥ed by thds fqrwird fm 24 102$ 511 N•¢•15 S¢eN• Ur(EStriCted Revenue Funds 15,714 27355 1&714 IlJ41 27355 idnd klP iio l20 Y4¥ 17 iRCFRev¢nvE F1 Ch•tW HaardFOnI¢Io nrnunityFounda¢ioll WaL¢s Sw4nFea RJF IlJ60Tr 16JS1 445 6,7 149 (65) 11981 (431 8watw SPF 1170701
Dementla Frl¢Ddiy Sw4n5e4 Note5 to the AccouRts for the ye8Tr euded 31 March 2025 NPon'fA1bQtsPE 17.043 150 150 11470) 1.0 1,937 (IE8} 12,476) Auxij Beiky Mowd4n IIiCFCaptslCThalli l.9J7 (188) 311399 149kn65 734 TotsI¢bty fv•d> 6&l13 (3&1241 27.989 15 Anl>slg of thov¢meDts in fndS •v¢r th¢ y¢tr •$$htsmi Irb 14 Other Ifftr•mE ID fMnd• 1•25 20Z5 Unrv#ricd Kevenue Fmdg (1.9) IlJ41 Po IRCFRevenue Punding (Y311 IIJODI 16JS1) (60161 (k,JMI Corcrnunityftyknthtla w¢ sW$¢a RIF (&0461 (156.6471 14&0201 [49.1661 14.9761 156.52S SwanYaSPF N¢h IortTAISPF Li5L¢ningC¥mpoi AugtiD Baiky 30,150 32.108 1.500 I.j0 5,fP)6 I4¢).0 117070) 117M8) 11,4761 1,(4J 1,937 1188) IRC%C•piiAI GTAnt 1140.1¥31 JBDW56 (41&W) lJ&124 16 The pDryoeJ forwhich the funds Thcsr fimd¥ forth¢ mcdin8ih¢ Ljc<tivEsofthrch£r*y, Ind wvid¢ rescrY¢gforllrtuteÉcnl"iliA oThJ.&ubjettiu charity ot¢ frer froJn411 r¢stri¢tiQD50p theii . unre5m¢ Rornue Fund4 20
Dementla Frlemdty Swattsea ,Notes to the Ae¢outtt$ for the ye¥r ended 31 l¥lrch 2025 D¢mEwiaHRlJFwl1ttBYldd itt¢olknlxthtionwth mcn1 Hcjlth Mktt¢x5 knTrgttt214knthitiaw%i¢}siosEth¢r8 providethe lattsrsupr#K infc¢mtioD, Adlice ihoso Iiyjllg Ilith DemeAiIaand theirllmllies. Thi5 fimd firish 1024. Scrrtn equipKniforthe Safe Hwen Bndg¢Dd Itili Pobl IRCF Remue Fundin2 Demeaiii Hvjb in Sw8nse&tnprratt0tsfIemCII7nIOrlheW ChaAcs Ha)wayd Foundaih>n DelIverytsfMo D•ntniiÈ ) COUwl¢Y FounOiionWa]os DeliveryofMobikDunEnti& FI> Rwon41 kn¢¢¥rNtcdPundingThiTd Sc¢ivr Dèmenfia kb irtQuadrAM, Swy Swansei SPF Mthikllwbproie<titt SwRn5¢a Nr&th PortTailx)t SPF MthikHwbpfvJtCi inN¢ath PortTalbDt Bernr¢ Equiprnenland furniiytef0ffchllvrll DntIlHO.QUIdrfiTrI Fundinu born Sww&LDuncil lOthEr in5i8ht5 into tXFerien¢eEand Ilengesfacrd by inJi%iLlv8lJ and f&mili¢$aff¢¢i¢Obydprniia Ind bcllerinfonn sion-mthingandwblic we¥t08ddre$ to¢ ntrth. DclivcrDrtttnli&AwaT¢5C55iwtsandioirsin volypt¢¢ry todrliv¢tDeMeniia AwATeDeFS infornJalirtStsSiimS Withifjihthrorwijl1(ffj5. Au#in Bailty MwrrfJ4n¢e FthidIf0rstsff njrrnb (<tDÈtytthii I1. swae8 1¢ dcmand. IKCFC4itsJ Gram 17 Llltlmate tolltro]Iln#yrty The th4Tliyi%undErth¢ EaThtrol o¢iL41wlfrMb¢[*. 21
Dementii FrlElldty D¢uiM iiilyiliollDcoMt•id IbEyC&r¢Dd4 31 M¥r¢h 2025 ts rnqylrwl by IheSORI 2DIS IYTkn¢d Jknllliw fFOth Smilldpmtym IMdidIa1yacth[lw) 7227 7J17 750 Ca#EIIHDWcM 1.5 LJ19 iaA77 7JlS LuireW}yv Fthyt FL 24 bDdloi W411nItyy F&8Th1[a$1r FuTrthn¢ J$5 147.?$3 spfFundins Jo.1 )5).1sn N¢thPortTlkntSP J2.10 W¢hhtAv¢ncnl 110.r4JD JA78J P¥E Pthryur pr¥ foldi TthlFw Prlov ¥Mr 22
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