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
T￿￿tee5, AnHual Repbrt
St#ttrnnt ofthitor•' respo]b51bllllle
A¢ro•nl*Thty' ¥¢port
Fgw*SmiemeHts
StstKrtent of Fifthncial Acti*itie3
hlov¢JJwni$ ID fimd$
Inco￿#￿[ Expendit￿¢&2CO
SunMn)ryof tID)ds
B*lan¢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 w￿l1￿B name, Den￿115 FriETh21y Swanse
The eh4ty$4re4$ UKeh4rftablergRlslrothTrM.
Thi rh&rityix rc8i*ercd in ETh8l&nd & Wjlcswiih iheCknTityC.OrnrnlMDn in Engiand & WalBs ICCEW) with ch￿ty
mmber 1199456.
Tbe thatiiyd0¢6 nol opetoie in anytilieM5 juri5dictionB.
14K415fr¥dureofihcchorfty
The Lharity is coftslitukdasa Ch8ritabl¢ lThorrwJtr4 o￿ATriS*tiOn (CIO) in England &Wales. The BD¥erningdocun￿nl
of thc charjtyisthtc0n￿IsllIioTr tyf IhBCIOg5 opproved by th¢Chujryc¢n￿nl$slmjTh Eft81￿ & Wiks (CCEWI.
The governing dorum¢Dt 15 dated
There art tto r¢strictiong iti the 80V¢rnti￿a0¢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
Teleph￿t0￿?92)04Sj9
E￿11 Aédr¢$$$upwrt@demM1iafricThdl￿W￿n8V*org wEb￿dI¢s$w*Wth￿en1IarrJ￿dI5sw￿￿￿o
Tb¢ Tr¥$ttesl* ofn¢t ortthe dllle tht report approvtd wtre:.
Laura Jaycrouch
Keith Hardin¢
DrEnJma RicbsYd8
Michael ColliD5QAM Ichgsrl
tri¥k Green- AppDinied Stptentt￿r2fjz4

D¢m¢ntl• Frlendly Sw%n$ea
Trustees, AnDuo1 Report for the year ended 31 M4Tch 2025
Th¢fpUowinK W5tsnlS¢Tvcd 41Th18teu dMAngthtye&r effidtd31 M4r¢h 2025:.
Tr trnstecs who seLTrYd 83 the rq￿l￿g peTh{y].4nd.ifgppli¢sbk.theirdatssof&ppointmtnlorreyl￿￿t1on
thJrin8 rh¢ y¢•r wer¢.'-
Lc51eyAbboiiich8irl- Resigned Jyly2025
Kalharl￿¢ M4CDftnack. Resi8rtd September 2024
Jay Cnwh
Keith HardiDg
DrEmrna kichard$
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 Cent￿S- olle in swans￿ Ciiycentre 2nd on¢
Port Talbot
and a Mobile De￿￿11￿ 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

￿e￿EntiR FrIe￿dIY 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 Se￿l¢e is stsffed by troined employ¢¢s with strongknowledge of den￿1￿11* and available
8UPPOrt path￿Y$.
ementia Aware TrainiTh8
In April 2024. Demtthtia FTi¢ndly Swansea launchcd DcTm)tia Aware sessions- an &W&TellwspAising
PT¢sentation designed to improve thidersiendittg of demcptta 8])d inclusti* support. It has be¢rt delivered 10
bu5111¢5S¢s, ¢omtDuniry group$, and coll¢K¢ sNdeLts, helpingoT8ani8aiion5 recognise better ￿751
people living with dementia.
Th¢trusl¢¢shav¢had reB*rd to theC￿ltyCotrIn￿$ 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 202￿25, cornpwed with
2,798 p¢opl¢ in 2023-24, demtsnstrating sttbstsnli#l growih in r￿h 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. sw8n￿a 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 t7thie￿rneHts 4lldperformoNeÉ d4plng h4ve bertefliedwlder
The large number of visitors ¢nabl¢d th¢ information obtsinedto be used bYthet￿lves as individuals. 45
well a$ infortning friends and famsly ￿b¢nOrIt wid¢T S￿lely.

Dementla Frkndty Sw*n5e
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 w*es. 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.NiJrn￿ndY
Sw$thEe4 SAI 2JA
A¢¢ouut*nts
Fln4nclal rewlew
The chArty'sJ7nAnclalposlrtt>n 4fffh* endofiheye4r¢nded31 MAr¢h 2025
The financi#l position of the charityat 31 March 2025 cumpJrativ¢s for Ihe priorp¢riod, os Twr¢ fully
dEtHiltd iu th¢ ar￿￿￿t$. be summorised os follows.'-
2Q15
2024
Net lieome
138.IZ4)
59.400
Unreslriitrd Revenue F￿a￿ll*ble forthe EEReJJl
p￿￿Se5 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$tees' Annual Report for the ye¥r ended 31 March 2025
Av4Uoèlllty of8ftch ofthefund3
ThelK)ard of trusiees is ststi8fi¢d that the charity5 assets its each are available ahdadquat¢ to fulfil its
obli8&tion5 re5pe¢t of ¢ach fund.
PlqNs For ihe Futhre
sUrnll￿ry of plaDifw the lulvrt Irutst¢¢s'per•pe¢tivR of the futsTe dtreethn of *ht ¢h•rity.
Dementia Friendly Swansea will..
Continue to OP¢Tale the Dementia Hwbs in Sw8ll8ea 8nd PortT4ibot.
.Setk renewed and susiatwdble funding 10 En5Utr loJJ¥-Im ¥ervictt delivery.
Expand ihe Mobilc Dtmetstid Hwb'5 Teach acro￿ Wcst Glatttor8atk to c0s￿re all communiti￿¢8￿ access
advice a[￿ support.
.Str¢ngthcn our fimdraisin8 Swtsfcgy Ihrough grents. dotwtions. and parmerships to cotstinue delivering our
Charitable objettives.
.A d¢tsil¢d r¢vi¢w wll b¢ cayri¢d out on Er&nt aM>lic4tion5 and T¢asons forunsu¢c¢ssful wltcations. A
focus Area will be w increa8¢ donwtiOllS 8Dd p8rtD¢thip working.
Details Df The Independent Examlner
Mts Julie Corbe
Memb¢rof Ch8r*Ttd certif￿d￿r￿n1WttY
Ri￿￿￿e Hous¢
Nornundy Road
Swa]
5A12JA
Statement of Trnstees, R¢sponslblMtl¢8
The ¢h2rity$ 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¢¢n￿lS 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¢n￿ts 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 ch￿ltyW1[I continuc in bu5ÈtieS5'
state whetheT at4)licJble accounting stsnda¥ds' and s*atrmcnts of
re¢oJmncttdcdpractice bhve teen followed subjtttto anymaTerial
d¢pthJreB disclosed and explained iti th¢ fu￿]8] s¥ateft*nt&',
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< chari￿5 transactsons and c￿￿bI¢ them to ¢nsure that the financial ststemenrs ¢ompJywith
TegulHlion5 m&dc under th¢ Charities Act 2011. They a150 responsiblc tor $afrguttnling tbe ass¢ts of the
charity and hence for lakn.ng rra50nEble Slrps for (he prEv¢niion and deleciiiK) of fraud8nd other
Tegul8riti¢8.
The Tr￿¢¢& 4r¢alsOres￿nIIb1e forlhe¢4)ntert* of ￿eT￿$￿es'r¢pOrt. PLKlth¢stytlltary rt4PDnslblliryoftht
Jndependent Exanuner r¢lation￿ t￿TnL81eeS. 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
Report of th¢ j￿dependEnt ESaTolner to ttLe Tn￿ttts oltheth*rfty the *ttourtii fortheyewr eJd¢d 31
2025
I It￿5)th￿T￿lie￿ rnycyamiNtionofih¢ fmoncial 5th*nKntsofthed*rAy ki28 tsihc yeur ¢ndEd 31
March 2D25 which knve brtnPrc￿eO in I￿ordIn¢¢will1 the Ch¥rities Ad20111tbe ActlEttI withTbr Fil￿￿￿ ReKKJrtill8
StaDd￿d 102. leffeE¢ive IstJsllugry201618&rn<klif￿￿ byFRS IW2 SORP IStstemell[ofRtcoll￿thj PrActKeftsrAtsouttth8
ond Reporti￿gbYch*n￿c5I 2015. la5 Dmendcdbyth¢ BulIct￿ i&sN¢d in Oetokt2018 and opplK8bltrtOolli¢wuntln8prriryJB
bE&innIng(￿ w after JanuAry •0191. (ThE SORPI, pknblished byihE Ch4rityCornjDi￿￿jn sn En81￿ & Waks ICCEWI.•d
rthE histori￿1c0st<Q5LvCMi￿ pjdthp iccouTrtins pOI￿lesS￿o￿l0Th P8e 14.
Re6pKtlY¢ rew¥s￿RitI¢l ofthe Trll¥te￿ And th¢ t1¢￿1L1 ih¢ rw•n
AsdtsrrtW¢JD 5* you,thEchbritykTLUUety ate ryotLsibie forthe wcpatation Qfthtin￿l￿l in i¢thanee
WILI thc Ch2titiCS AeL2011 and all Lthcr4pplicabic United Kin8dorn Gcnei?Ily Att'cwcdArfowlih¥ Prnct
4wlicgbk 105mal￿r Bnti¥lC5. Jnd IoTbethg SAliBfKd that the fu￿Re￿I]StatE1￿¢nts fairwew.
Tr rrUSteeS￿￿s1&r1h3Ith¢#Udi¢ Ipqui￿re￿0f Srb'tion 14411}ofthe ChsritiesArt2011 (trK Act) thgmotapply. ond th
th¢r¢ is wuirETnWtiTr th¢Gov¢min8 D(thmeN fOrt￿e￿id￿￿O¢[1D *th1iL As kc(XWWJce. the Trus*osh4v¢eiecLed
thaithc fJnanGiAI ￿￿tr￿ents k sthjtcito wjnlMti(￿.
Hx¥>nss41i5fied rn)Edf ihaiihe fir4nc￿l￿￿t%lr£ rthwuir•JtobeAWJityJw￿6YJnY￿ pmision.orotheNry5e.
iKibk for inthpvTthM¢Attmw&tion, it is my r¢S￿￿81b1lityty'.-
al ¢K8mineihefinonri81 YtEtern￿ISOf tht Charity￿derSeC￿on 145 of IhBA¢r"
bl fi)llOWthe￿1kn1tkpt￿ethluthQftt[¢￿￿u¥ &i%tnbyth¢ChDrityCommls￿0NUthrS¢wlW 14515Kb)ofth¢A¢t.
TrepN( ￿ trwciofmy rxarnl￿￿iK}D0rlhe chirwts financ￿) 5W*TnCn15 Cartitdautundrr 5145 ofthcAcl. Jn cJTryMgout thy
ex4rninaiion. I hve follow•J all the applitabk thre¢iions wven byihe CharityComTniwon UndeT5etti(￿ 145(5Xbl of th¢ AL'I
se1KJi8e￿tsth2 duti¥ ofan indE￿￿ent examiner in r¢￿tiOn tgthccothctingofw) examiMiwL An in1kp￿en%
ex4minaiion includes A f¢view ofthe wntin8Trtorts kewby theth•rity And of ¢he 0(((￿lI1n8lYSlt￿$￿jP1￿yd byth¢
chiriiy a COTllpaTi50n ofthe st*ern2nls pre￿ted Ihllse re¢ttd& IIAIth irtcknd&s¢onsthaliiJn of
bi¢m5 ordis¢loswcB inthe fin4neial %eekin8 explanitb)lls from Jw. 05 Trn5tee&. cuKEenbin¥ 5uchmatttr& ThE
pwost oflh¢ ¢stabbsh as faros pOssibkth￿ there haY¢bt¢n ll
te*b•ii8ofevidertt rel¢vani tylhe8m￿LS knddi%tlDsvrt$ n￿de. tkfifftancilll 5*1emeTrtscomply w#h thtSORP.
domOtpn)¥ideAlltheeM¢kneeihg1 wwldbe revir￿1 In an Audic ond ithftyrnaivJTr Gupplied bythe
Trnste¢s in the toutseofthe nD¢ 5thjKt¢d to audil tests knad￿$ cN%rall thEThpttcts th￿ Èn
diTDr wwbj rotisider inkrrivill8* anopioim. The plAnn1w8￿￿ conduEiof4n HudityJts U* Ilmxedgssuran¢¢thatan
i￿ependent exominatim proMd¢

Derne￿￿¥ Frlendlv SwJLnSEX
CoTrtequerrtty. IdonoLexprcssan 0￿111 opinion oth the 9v¢Trbytl]efiMncb218io￿Ments, 4nd in pwieulÈt, lexmno
opiDionasio wh•h¢rthp fina￿111 stBtements 8lVt8 tnje ind fair VLew Df theitT•ir5 ofth¢¢hatity, andmyTW 15 lirniled ta
Ttwltus¥¢tout ID tbE ItthTn¢nt b¢low.
Ipknd aodw*ornJed my eX&mir￿10￿ $o¥tD54N$fytny¥vlfthai theubje¢iivei of thÈ intyDLkni•xaminatirth uteAcbiBve
before fUl￿151n8￿CTEPfjft l 9￿11￿ed written A58ut¥mces fr0mth¢T￿stvg$0f￿urn￿ttNalJll9uu5.
Indtpeffjdent ￿￿mINer.• St•¢emm4 Report and Oplnlo
5ubi¢cl lothc lirnittsliLTh Wl lh¢ 50wEofmywork43detsiled ebo￿, Th4v¢ cOrn￿¢t¢d￿y¢xAt￿IlMtiTrn'. #nd thw'.-
attwLinrwcclof8th ¢KAJoinationcgtriedourunder 145 ofthe kn ¥nd uia¢¢rnth¢¢ *ith Dw¢thionswv¢ti bythe
CThÈrityCornwl￿7th ulldL'Jwion 11515llbl ofthc Acrwhi¢h maybc*ppl*knlr.'
Indih)tftoMatW￿1m1ilCTh tomyatttniiOD in conne¢iiOts wiihthE e.umm￿lj￿￿lvffj￿mvuWe￿bC1KTthIt ID *y
maktiil rtsrth:_
fic(wfflin$ 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 RCgUl2￿0nS 20(>8otherthnanYTcquircm￿l thi1¢￿acCOUrts BIVC &'bv¢a*O flli
iryew,whith 15 ￿￿tter¢(￿ts￿￿ed As partof ￿ ￿&￿denl ex4tyi￿1(￿:
ha￿ noi beeD prepar¢d ID with the me1W￿dprin(Jple5 ill thp FRS 102 SORP ISw¢wthto(
RECO]nmended PtllctiL* ftt AccrthThn¥*nd ReP￿7￿8byc￿tie&I 2015, bylh¢ BullÈ7hM issued inO¢robEr
2018and Kbplmbk tt>oU4WXOtytin8pwJ5bewOin8￿0￿&TrÈr IsiJatNw20191. lThp SORP).
I h￿￿￿or(w¢￿$ d IkRVrc43trte across ￿ t*herJnattets in win¢ctitiDwlththeex￿n1hati￿ 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￿￿¢￿4￿1[1&l Ac¢￿ts
Riw¢r5idp Ho
NomwDdy R￿a
Sw4n
&412JA
ThTsr¢wJrt Was siW￿d0￿ 15 DecEmber2025

Fritnd]y Swansea- St8te)n¢Tht of Fln8ndAI A¢tlvltles foy the yelr ended 31 Mayeh 2025
S*aim¢nl ofFiw44ryciqIAciiiilitsfor theyttrended31 M•reh 2025
s￿￿
yt
RUtrlr￿d
Prjtsr Y•
Yof•l Fu
Fuids
2$
2025
2024
DiwtiQD5& i¢￿cl
Al
13,477
367,379
380156
245.533
Dn:
Cthariable ￿¢t￿lIeS
1.936
417.044
411980
186.133
1,936
417,144
41(98D
149th6S)
(3&114)
s9￿1
etlllcome Nftor tr*llrf¢rs
149.065
13¥.124)
$9.10•
149.0651
131121)
T•tAI)JAds brought forv4•rd
15,714
SOJ94
115
712
T•talfyndi￿￿11dtor11#r
2725$
7]4
27,989
66,111
7hcWRPRef indi£atedaTrA)Vt is the ¢I￿rIc￿￿On ofinciJmÈ StrtOuiinlh¢ f(rnNI snRP d¢tun*nts. A$ r*qlliTed bypEragraph
4.d ofiht SORP.tk brou8hi fBfwArdand carr￿d fophwd fundb aboY¢havo iothc Bslonctsknt.
Ln55V i5llQttt4ulled ￿ thi* 5t#¢¢nKni in¢lud¢5 Jllrr¢ogDi%ed eAin5And
All &tiviii&s derive fr￿n continuin8OP2TatifjN5
Tbt iotrl •ii*cth¢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
Pr￿rY¢
PthY4•r
rrfurY￿r
Ttsl*l
Iloreth¢i¢d
Fund
1024
2024
2024
Etthwm*iisfrom:
DonaDonsa Lwc
Al
7.925
237.608
245.5J3

Demtntii FrKendJy Sw•n$to- Statement •f Flnanctsl Ac¢lvitl¢J for the ye8r ended 31 Mar¢h 2025
Chkrknbl¢ tscliyitit
243J33
Raising
thari*blo ￿¢r￿lI1¢9
Other
T&xth surPh￿On ordiw4ciivit1¢5 B3
Othertsiatv)n
Bl
734
185J99
IIA133
B3
T(*AltwtJMliwre
734
I85J99
A8fi133
Netgoins iThVCStmoi*s
r4#ii¢weforth*yttr
52.209
59.400
Trawlers bptweew
52209
59.400
Nelrqovemtnt funth
7.191
SU09
59JOO
Totslhmdlbrotyht f•nTBTd
11.8(%))
712
Totsii*knd#<*rrtÈd foyward
.112
All *llvltle4 d¢rive cont1n￿￿2 oper&itoD8
A se￿[** Stst¢rnLw•fTotÈl Iwised Gaihs and lJJSwi$noitywi￿a 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$V.-
2025
I￿AdI￿n¢late￿ in th¢ittr¥thilcdintk SOFA
13&1241
59,400
Net reifjryretS ivablible to fuod eharltsble o¢thlTtei
38,124)
Tht •tt*¢P¢ed on p•8u 14 to 28 form in Int6gr81 of thtse •¢tount&
Movemtknts ih reYeDye and eapltsl fvnds for the yeAT ended 31 Mlreh 2025
Rev¢tttte Aetumulited
Uarnfrjcttd
R¢#rf¢ltd
L4*iY*
'I'otil Vind
1124
Fund
2•28
20L4
2025
Arcuwutsted fiJnd5W forwaFd
SOJ99
66.113
712
Recusnised ¥8instsnd Iv$￿$￿1<x¢
tranBfvry¥
(49￿5)
59.400
272
734
27.989
6(112
273
734
27,909
66,111
Su*D*ry of fon
L'ire¥¢rktrd
TtsL*l
Fulldi
343$
2018
1024
27255
734
17.919
6&112
The notsJ•tt*thEd pa8e5 14 to 28 hTLI *rt ihttltfil p*rtof Account

Demenlla FTlendly Sw*R$¢•- Stalen￿nt•f FIDATltlal A¢th4des for the ye*r ¢nd¢d31 MArch 2025
D¢m¢utla Frttndly Sw•n5tA
Ineome #nd Expendlture Account for th¢ ye•r ended 31 March 2025 as reqUIr￿ by the Companles
Act 2006
2ts
21124
lJtc¢Jwe
Inct￿￿110MQ￿AI1¢ty5
J80.856
lThveshM)tincom
CTQH Iht•D)èib tbtye#r befo￿¢I¢￿tIon1I￿te￿
38OJY
24S533
Craq hrtoty*l& thty¢ar 1nclwdl￿¥1￿tPtlTrTr￿1 léfmi
350150
14SSJ3
Ch8titybl¢rAFaibl¥r¢. 4￿￿01￿￿￿￿¢¢I0t1on gDd wnorti51tion
Vtrnin¢t ¢OEIS
Reali&cd loss￿ dwls ofsrtial iDVC5unents wbi¢h r¢l¥tcd
1¥4.933
1,2
1,260
T•tsl expthdltUTeln the yegr
418,979
18&T33
N¢t ittrDmpbthrt 1*1 iti the fi•anti*l yt•Y
{3&1231
59hDO
Taxthsutp￿SQAo￿d1Th￿YL£lIVitie5
59AOO
Ret￿Tred surplui for th* tln*thtl*l ye*r
13&1U)
59AOO
All activities derive from ¢onlirJuing operations
th¢ PTQViSilhNSof tbtCompanitsAc¢ 2006. the subhe￿1￿%5 used BndExp¢ndityi
a¢¢OEthI h8velKeTr4dsp*dty r¢fl¢ci ibes￿al n#NTeofihe eharflyA icrivitic
TheD•ie$ *tt•¢btd op P•Ee$ 14 ts 18 form *# kntegral p*rt of thue #t¢ount&
12

D¢meDtlo FrIer￿lY Sw&llsea- B&la•¢e SheÉt is at 31 March 2023
SORP
Notc Ref
2D25
2024
Cllvy￿t
Cish ￿ bankaDd in hand
29.957
67.797
yo
10 ci
11.9661
{1,684)
Net tu¥robiASt¢
27.989
fal 13
The 10t￿ ttet*istt*fjftheeh*rbty
27.989
ij
Thf tvtsl n¢tasi¢tsdth*¢h•rity 4t¢fyNdYd by¢h¢fuDJi of tht¢h•ritr, ¥folb)wi:.
ReJ*rittett fundi
Re5rricipJ Revern￿
14 D2
734
50.399
734
UNrtJlrf¢led Funth
Vwlricr¢dRc￿vgFuBth
14 D3
27.255
27J55
TotAJ ekATrfty
27.9B9
ij
Tr WRP REPintheitedaknveiS thÈd•ssifK*onofBEIDnKShrth lir￿41S$¢tOUt inthtform81 SORPthuTrrms.
tegUtt¢d byrAts8rt￿ Q60oftheSORP, thebruwhr forwardand fun0s4l￿hlvtbtértèsttdl0lhe
SOFA..
ThETn¥tEe¥ackniowl2dgetheiTreBpnllsiknlities fotcryljiw with ittereqwrEmenty DfchutylEgisbtion Witli r¢5Wt
¢¢WbltnB rewrd8 theprepw4tion ofacco14llis.
The charity i¥svbjtth LO ]ndependent EYAUti￿￿onun￿ereh8￿tYT¢￿Gkn1￿,thI th¢Jewofthè 1rK1Èp￿È4¢ Exwniwis
QD pa8¢ 8.
Th¢Tnut<e54regNtisfied ￿t,8￿￿￿&h ih¢¢brityl$nutTE815tt￿d￿￿￿￿f¢hC C'ompAlli¢&kn& il'iiweies0 tE8151Ere￿II
wouldbec1i￿b1Ctts pryttaCCQUniS irtJ¢wrfan¢ewtlh ￿PrOVISIonS ittPart 15 of ConVn￿lAe$ 21VJ6. Weable to
MR MICHAeL COLL]NS QAM
5r
Apptov¢dbytkn b(4rdoftN*eoson 15 D¢cernbcr2025
ThtAptei•ttsehèd 14 to21forni ItteEraJ p*rtofthMe a¢<DuIIh.
13

D¢￿entIfi Frfendly Swanse
Notes to thÈ Accounts for the ytar ended 31 MY4rth 2025
l A¢¢ountinE poII¢iÈs
B•thDfprOp4rllt￿n
Th¢ h¥%L ￿r￿prcp￿rd ihc4CCtuiL4 b451* vnd¢rthc rO$I cynvtntim andim th¢ Fwncrdl
Repottin¥ St•thdArd Iv2.{efft¥ti￿ Isi th￿l￿ary20*6) #nd TrRg 10? SOkP15tatrmcni of Recomll]¢nLW PtLctieeforAc¢LyJnring&lld
Reponing bychatiliog) 2015,{ag im¢nd¢d byih¢ 8ull¢iin ISSU￿ in Octtsbcr201¥ Ènd ippl*&ble toAII &yountihgpcNodsWinttili¥
ortorafier IsiJ4nu8ry 20191. IThc SORPI,publibhcd by the ChatiiyComfiN55ii>n I￿ FRgland& W411%lCCEWI. cffL'ciiveJanuary
2016.,4nd ia ￿cOrd￿¢ ￿1th￿l1 applicible Jw in thechRTity5 jiir15dictson ot'rEyitrution. ¢Jwithat thtchxriryh8ypTEp￿￿ thE
fin4n¢i4151atcrncnts in ac¢Drd*nce wtththe FRS 102 snRP IsiaiernentofRcCvtiuntndtd PrackK* hrA¢countllwand Repofiingby
Chariii¢si *OIJ. las ￿n￿nded bythe Bull￿￿1 is9￿ in (kTobcr 2018 andapplr¢Nbl¢ty&ll ary0unlinu￿rf￿s ￿¥)nnin&0￿ oraftEr 1st
20191, (The SORPI. IllptefrM￿CptQth¢Pr¢VIOU4 SOBP, th¢SORP1005, which h¥&bEen withdr81￿, nOhVithgtwndiM8the
fa¢tth4tihtexiolli Sl4luioryre8ul&tion$. tht Chitities (A¢couiJtsattd R¢pDnsi kw1￿10￿$￿1Y1Cf¢rtxp￿ty1othC SORP2005.
ThjslJs brcndtmy tn pword rutrcmbcst PTNC1iCe.
Thecharfiyis A p￿blIC bEnefti¢nilty.
TreTtU$￿tSL1¢ n￿nd￿l trt Pubb¢ Betsvfit Dndbebtvt thtihe Smoc￿￿*chlrity0rrO
serw thE community.
rJt0$8io¢on￿TePiestl￿ th¢ Y8lue. llet ofv*luEadd¢dTAX gnddlFtountyofw)ds5ffwthd i0¢￿t0￿1 th1w(￿ ￿Leav￿1￿
YewtofscTYicuprovidcdtowtprrK
Catwrlei*f Jo¢ome
IncowK ts£otegori5¢da$in¢omtrfJ¥rn tr8nBprtiona Icijnir4rtiThety￿) i￿r￿m￿fr￿m￿oD￿R¢hJns¢*rh￿SF￿lIo￿s (¥ifts%
ond 05her
•the frLWbJ i%rttei¥ed bythe ¢h9rrity for¥otsdB orservwe5 wppl￿dU[k1trC￿￿IrtC1QrWhcrc entitkjnent 15
6vbivctto fknlfil1lng￿ftsm￿fiCt rcl*edcondiThWS. Th¢in¢0n￿lhe ¢h4rryreceivegi% apwoxim8telyequ81 So￿or
Ilt¢55uppli¢d bYth0¢h￿ItytO thc pJr¢ha&cr.
knt•thefrDrn * i5 wheTeiheCbarityrttei¥es￿iue fr(Ththe d￿￿[wit￿￿tp[tsVidillseVJ
¢x¢kn8e. 1ne1udegdo￿1lQ￿sofrnQ￿ty, w)odSand5ervices &Eelygiven without8iv1ngequ8ly￿￿ein*xeh￿St.
re¢0¢￿Illon
Income. whethertsorn exthathgeif none¥th8D8¥ty4nSKiiOn4 15 r¢cow7￿j th the$&*mertiofh*r*lala¢knvities ISOFA)ttJJ
i*eiv&ble wh¢n8tran5B￿lonorOth¢[ Bv¢nlts5uIts ￿ an Ind￿chArIty's in Its h&biliii¢y und onty
lThthtLh4rityho5 legAI Eniitlemeht, jncorne lap￿ble and be mE4XutEd rcliÈbly.
Divid￿5 Ute ￿L￿rUedWhen ihe yb￿￿10£[,srl#h1 iOT¢C¢iViP6yn%ni LIestabl￿Ed.
Ir￿￿bj¢Ctt0Icrrnl ondcOndiiiOnywkiChmu%¢￿ rnct b¢fore the ehrityis¢niiikdioih¢rnsou￿ES 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 P￿tn￿￿ore
A lisbility. and lh￿TC￿1ed CA5￿)dIll1Te. i$rt¢o8nised when a le8a1orc￿￿tUclLVC ubbgatH)Th txiStsasares￿1% of4pa51 ¢vciI.¥rrfl
It￿ mDre bkelyihan ifftthatatrnD¥ferof¢¢¢nomir b¢nefits will i*Tequire& insettlement. andwhenthe aBKJUnttsfthe
ligAtiontkn kme¥urÈd Or ￿li￿lY1￿1￿ted..
Liutshiiei ari5iTr8frffln fundin8CQllUnltiNnts 4ryJ cun5tThwsvc obll¥a1ioT￿ includin¥r￿fOM7￿C¢wts￿￿ #r￿ts. whm. thc
tirllifEQrihÈ¥znL*tht Dfthe fufureexpendiftffe to Settle iknt oblitdtion are wKerLIiuiBiveTi2Yto apro¥￿￿ ￿ tFLe Acc￿￿1%,
which j5 reV￿￿ed aithe aceoumtiogyt¥rend. Th¢ 15 in¢re4s¢dto rellectAThy intrrtasts IA IiabibtYs, and 1$ bythe
yiliSatinn 0f￿prOVIS>￿n within thc p¢ri{￿. &Ddr¢vttscd ifAllypYoviSiOn IwgcrTcquircd.Thc5cll￿¥t￿￿￿sUtt￿1r&cdor
editsd tothtrtspertil't fvnds ana activiriL% iowbich the ￿0￿]510￿re￿teX.
Auotfldni ¢￿tst0 *¢lEvltJÉs
[h￿Cleo5￿1haI1(< specificaltyrela￿dtOIfft &etivily*rt￿]OCltré LOThAi¥¢ivity. ShareddiffcicLwbndwpportcOEts*Y
4N>)ttlort¢d b¢￿￿ *rnYjti¢8.
Thebsis fvrappDrtionnrtnt, whi¢li 15Con￿%1￿rtifyIH114rt￿Nd prLWff¢onate tvih¢citthiDtsizhce4 15:.
St•nkn¥-on th¢￿sis￿r￿￿O*sp¢At1nCc￿nBthOnVith 4nyprticulDr
Pr¢m15ts roiB¥ed ￿(￿ts-O￿lhe ryop)nionoffvor•r¢a oc0wi￿￿YPpthi￿knr￿I1￿ry.
NorswÈ¢me Apptsrt tojti-m ofThouidgE 0fr¢SLwr￿ in oftin*tthi, t8p￿lty*￿,￿Wt
Jvde or othern￿SUre5
V•lutyt*ert
AEGordI￿¢ with th¢ SORP,andin reEts￿ition Dfthc di￿￿UltieS 1ttpkn￿Xs￿7cI￿ry v41yeonthe￿Ntsj￿ti(￿fi(￿￿ wluDt¢e
the (￿lTIb￿¢1cfi of vulunieets is noi inLludedwithin th¢ iDLy>mrvfthr rhayity.
How¢%*r. thctruStC¢SvAloethè $Ist￿ricante0￿trlbUtlDn rKodew lh￿￿tivItie1tsYthe ¢hthtybYuwdvolyrttt￿s￿d thi8 I&d￿rIed
JrMbTr r￿lyin N<#e6.
¢ift5 of ianyblc fixcd AWLqor granisofa¢apilal nabAKp8iV¢h forthcpurpoxJofacquiringwccifi¢ 155¢tstDk fullyuiiliKd thE
ttJrther8neeofthe rA)jt¢tsoftht¢lanty, are ￿¢ditrd to fixedas5d fU￿s1fte￿IktalloIEedISseEb1sbEen ttceiyoj or5uffiyh*tbeeo
prorOyeXT￿thd the retycted rwwe.
Whtt¢ th¢ l¢¥msoflh¢siftiwuire th¢ ¢htirilytg the ￿set0￿1￿1 for4 spEcifi¢ puiFose, the fixedwel fu￿
cEatE6 tr5¢4*8onsed gs8 res￿¢￿0 fLXedssset fllDd. 4Thd ¢he re1evsnfr￿rlctloTrs are noTed in the r￿ed iwtno* O
Where thetCTm%ofthtBift aTe ￿￿tI)nCe dcqulred. soallowirÈi thcchatiryto thE3SSei onpnunrestyicted b*j%.
imludingthe D8hitoreceive ihepN*vd5 of4nythtur¢sAte oflb¢45M<TrD aD UllYtstri￿td bA91S.theftthe fj¥d n55¢EfYnd￿¢r4lt¢d.
dr5isnal￿ f1￿¢d￿31¢tfun
When &¥etgaKacqlliredfor the fiLrtheran<eofthB rhErilysobierts,utib5inith¢¢hariW5 L¥wn ynytstrKiedfunds. a trtnsF¢r li rndp
from fun&% io¥ fix¢d ￿$¢t furyj.
Wbether8cquiredwiih unrestri¢ted¢tt¢8trifflcd the15￿￿qu￿ra i¥iniLi•llysknwnln th¢ ￿knCe Jhetha¢ th¢ full¢o* of
cquiithon or th¢q￿r￿￿￿￿tion.
A5 thtietstedAss¢tsare dewe¢iated. In ￿0[￿9￿¢¢ with tr*d¢pTKiariwpoli¢y.in OTdertoYeflectthÈ dimllnlll(￿ ￿ th¢ ￿￿1.2 tr
15niRd¢ fromtherpkvJnifix¢d8st¢t fi￿d3t￿e11￿?l knnfeslrith orrestti¢1￿ r¢venu¢ fiJnds4&oppr(ori8t4 tothtrten￿￿(th¢QriB1￿I
15

DementI8 Frlendty Swanse#
Tr¥ottg to the Attounts for the year ¢nd¢d 31 M*r¢h 202$
ThE ¢ffc¢tofthts polityij lI￿lthe ogywtc of￿1r1￿￿&￿1ot￿rya5sh￿] cquite to lh¢ n¢t bL4)kvaluc orriAvd irys¢ii.
th¢ fitgtyÈ•rthaithi& rrfJ1*ywxÈxdo￿, • tr4n5f¢rw r￿d a55¢1 fvndi YAR n￿de￿￿1vil¢ll4 w*1httnetb￿th val￿01th*￿Se
AnyrESiduAI lipbilirylo ihe donorariSiDB from, f•rexample. Ihe assttl fvtllre￿le, i6diSclos*J a5 o¢onlin8eni IiAbilityunkss ihe
eventthwwouK tri¥¥erJry￿nl ofth¢wilYron￿Y PFobaN¢ in whith I￿b￿llyfor mByJu¥ty ￿ T¢cQ8nl&￿.
Ihis PD]iGyr¢l￿¢$ iv Gov2rnttnisYllntsand to The exttnt that li dynure fromlht FRS IO• SORP ISkitrm¢ni of
RocOro￿tsdEJ Pr¥ti¢¢ forAeewntin8gnd RcwttinB bychariricsl 20t5.lesln￿￿￿¥d by th Bullctuj issuod irtlkicthr2018 and
appl￿ble to beWMm￿è00r1ttet IgtJtsw201¥>, I"fh¢ SOB￿￿ such dBrMrtYTfwiWtit￿1oll the b45Lqth8¢
it15 IN ordcrtacomptywith ihc SORP.
D￿l•r4
Ikbtotsart meWJted otihewyecoverabk sbEet date.
Crnthivri••d PTTrVt%kns
ShDrt*tm¢rediior¥ Irp aitransaction prKe<which 1su5ual1yt￿ invoicepri¢c) L4mD$ ￿nd￿errin￿￿laI ljabjlilir5Art
iniitAllyrewi&td Jt INns￿tIon price heiofanyirans*tiOn tosts knd 5ubwuenilymeasuTed4t kn￿1$¢0 wstdeierniined u51nslhc
¢Wve intetfsl mpthod.
Cathh¢ldbylhr£halllyIS inclthl #t lh¢ 4munl4¢tyaIlyhe￿ and¢ouDiedat Ihe ytÈrEnd. &Trkb4ts￿cCS ￿thEther itteYtdtL(*
ovttdrawn. 8Yc shown ai lh¢An￿￿￿tiFrOP￿IyrLYon￿￿d IQ lh¢ sw¢McDt&.
PensbJns- ddln¢d¢oThtrbliutlvw $¢btm
The¢h?rityopvrn¢e5•d¢fiwd ¢onthbviiQD pcTryion *he￿￿. Con¢ritrJithSOr¢chargod io thc pwfjt3ndlwa(wuntas¢boy1￿CtrZ￿
yablt l21llct0rddtt¢e￿1ththeftth ofthe
Fund ACco￿¢J￿g
UnrcTric*d fvnd5 1rcaviitsbk *thethxreti074 ftrfthetnj5￿eX1th knknnceibflhv EuEi&lobj¢uivefi of thp¢hHty.
Thettarc n0ée￿Bn1ted fund5.
Re5triled fvndsaregJbiEcltd to te5tr£CtiQns¢Jnthti¥ expen¢Jiture im￿￿t0 byih¢donororthrOu8hthe termJTrf8ry4pp¢wI tst Ljimpli
by law.
Therejre ￿￿end￿w￿￿E
2 Li8bJllty io IAxgthn
The TDJStee5 Wnsidertha¢thechwrlty*￿fie￿ thetestssetQUiifL F￿n￿ph I Schedul¢ 6 ofttK Fil￿(¢A¢[2olO farUKoorpora1￿ll
tox p￿ty￿e￿. A¢Co￿Lin81Y. Ih? L'hatiry is wfrntlBIty eTVrnPt from tsXÈiK>Tr in it&PEci of irt¢ome or <¥pit&l 8Ain¥ yr¢eiwl wlthits
caic¥oTIC5 L￿v¢r￿4 by <hapi¢r 3 P￿ 11 ofthtr CoTWtatlDn ACL 2010 or *ction ?$6 of tk. TuAtion of Chawbk GAin¥ Aci
1992,kntbEextentthaigucb Jppli¢d ¢xclu5iiYty on thE sp¢rifiE rhBTitsblE offk¢hatiry￿df￿￿nO other
Val￿? Added Tax is not recoVer4b￿ by ihe ¢hartty. ]& therefor¢ included in ihe rele￿nI LXlSt5 Ihe St8Wrntnt of
Fin￿*￿)A￿LVitlQS.
3 or dAssolui10tt of the thArlty
tf windin8 ￿ or d?59)Iyti(K of ihe ehuity there renuin anyAi%e4 4ft¢T the 9&1isf4Cth7n ofou dvbti and liabiliti¢4 th¢ as%
repre￿￿ tythe act￿mUlAted fijftd sknll bvtrZtsfe￿ ￿ so1npothercba￿tsbk1mYIY0t￿¢S hAVing%1￿lIa¢￿bJe£ts tothe ¢harfty.
16

Dementla Frlendly swa￿￿e%
ots$ to the Accounts for the yeAr ended 31 M•r¢h 2025
4 Slgnlfi(ance of flnan¢l*l IDitrum￿t1 to tht¢bxrlty's posldD
Thcr¢isfft0w￿tfiU￿e orriiiliiciBlin4nMmtsiothe ch8riVsfiDArKi?I ptyitioh OTperfortwn¢¢.
S 74¢tiurplll$ befor¢ IB the fin•nri•l y¢*r
1025
Thell¢1su￿￿s 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 given1b￿rtiMe Bithc CkntribU￿ lo ￿￿kIng Ibp
Dcmthsth&HWbaSL￿ÉCtss.
7 Stoff ¢06ts emolumtfftls
2025
2024
(kossSal&Deyexciudin81swee¥ kty
EnwbyerfsNa¢iortal In$llrAf￿efor51I
¢OSiSvF&finthl
Conirfv￿10l &rh¢￿5
213.Z32
7,841
129.197
1.963
3.529
l J90
Tot*l¥&brl¥Nvr4w T•￿*¢lI ro
224.609
13L66
ID15
Z024
Th¢averd8etsutthofiothi ￿lff ewlTryed in ihe >ww#s
Th*#Yerage DuDtsTofrArttiThPBtsff ejttpjo￿I inth¢Jwwag
Theav¢tage huFthroffvlIti￿ st&ffwwloyed intheyearw&%
ThpeMimR*d fvll ￿MeeqUi￿￿¢Atsn*erQfIll *th'cryloyEdjnth¢￿r￿
W4k-
Eng4ed&n charita6kactl￿litS
N¢itrwth¢ truyttts rtsK2OyPtYsow<onnt¢*d ￿th tkcmhivcrecoiv¢4 thyt¢muh¢tstitin frwthc th3rity0rvnyF¢tst¢d￿tsty, ¢ithvr
inthe current(( prioT 5rar.
NoeMTloyÈts recejYedttnDluThrws leulwiing r*tt&iorLcttfslluexCeL%of£OO,OOOptr￿n￿rn.
17

DemtDtia Fri¢ndly Swattsea
Note5 to the ActollDts for the y¢4r ended 31 Mgreh 2025
No
underdetined￿n¢fitspt￿¥ort￿htrnC8
10
TheftMll￿rnllV￿ 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¢onknb￿tIOn?B￿on sclKme. the ¢ostsofwhi¢h tfft 5hDwM ATrme.
AnyllAbilittsAthd&wtsUS50ci￿td wiihth? Stheme ¥¢ ghowh ￿￿dEr0¢￿￿)IA￿￿dtIcd1knz
* ReTruntr*tloD wnd piywnts toTrost￿ gnd per￿￿$ eoiAtct¢d wllh thtm
No bu5kegorpetsons¢orJheetrOwihthernTeceiwdgnyTenJunetstion frO]n1￿￿￿Tity,￿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
s￿rpluS#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$
'rknwerÈj￿tt*tyCty0ulWrfh￿lAtedP&rf1ts u) th¢ 5¢ÈT.
13 P#rtieulars fyf how PArtl<tyl&r furtd&hrerepr¢*Lted by A￿ets *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
Duly*ted
lua
F¥n
17J98
S￿399
67,797
I1,￿1)
CuTrcnt Lithilli￿5
SDJ99
,113
14 Cknoge ITL t•to1 funth overtbejear showD Nott 13 5 iD*ty¥ed by thds
fqrwird fm
24
102$
511 N•¢•15
S¢eN*•
Ur(EStriCted Revenue Funds
15,714
27355
1&714
IlJ41
27355
id￿nd klP
iio
l20
Y4¥
17
iRCFRev¢nvE F￿￿1￿￿
Ch•tW Ha￿ardFO￿n￿I¢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
N￿￿Pon'fA1bQtsPE
17.043
150
150
11470)
1.0
1,937
(IE8}
12,476)
Auxij Beiky
Mowd4n
IIiCFCaptslCThalli
l.9J7
(188)
311399
149kn65
734
TotsI¢b*￿ty fv•d>
6&l13
(3&1241
27.989
15 An*l>slg of thov¢meDts in f￿ndS •v¢r th¢ y¢tr •$$htsmi Irb 14
Other
Ifftr•mE
ID fMnd•
1•25
20Z5
Unrv#ric*d 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 IortTAI￿SPF
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 pDryo*eJ forwhich the funds
Thcsr fimd¥ forth¢ mcdin8ih¢ L*jc<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¥l*rch 2025
D¢mEwiaHRlJFw￿l1ttBYld￿d 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 equipK*niforthe Safe Hwen
Bndg¢Dd Itili
Pobl
IRCF Remue Fundin2
Demeaiii Hvjb in Sw8nse&tnp￿r￿ratt0ts￿fIem￿CII7nIOrlhe￿W
ChaAcs Ha)wayd Foundaih>n
DelIverytsfMo￿￿ D•ntniiÈ ￿￿*)
COU￿w￿l¢Y FounO*iionWa]os
DeliveryofMobikDunEnti& FI￿*>
Rwon41 kn¢¢¥rNtcdPundingThiTd Sc¢ivr
Dèmenfia k￿b irtQuadrAM, Swy
Swansei SPF
Mthikllwbproie<titt SwRn5¢a
Nr&th PortTailx)t SPF
MthikHwbpfvJtCi inN¢ath PortTalbDt
B￿ern￿r¢
Equiprnenland furniiytef0f￿fchllvrll D￿n￿￿tIlH￿O.QUIdrfiTrI
Fundinu born Sww&LDuncil lO￿thEr 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 Withifjihthrorwij￿l1(ffj5.
Au#in Bailty
MwrrfJ4n¢e
FthidI￿f0rstsff njrrnb￿ (<tDÈtytthii I1￿￿. swa￿e8 ￿1￿¢￿ dcmand.
IKCFC4itsJ Gram
17 Llltlmate tolltro]Iln#yrty
The th4Tliyi%undErth¢ EaThtrol o¢iL41wlfr￿Mb¢[*.
21

Dementii FrlElldty
D¢uiM iiilyiliollDcoMt•id IbEyC&r¢Dd￿4 31 M¥r¢h 2025 ts rnqylrwl by IheSORI 2DIS
IYTkn¢d
Jknllliw fFOth
Smilldpmtym IMdi￿d￿Ia1yac￿th￿[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¢*thPortT*lkntSP
J2.10
W¢hhtAv¢n￿cnl
110.r4JD
JA78J
P￿¥￿E
Pthryur
pr￿¥￿
foldi
Tth*lFw
Prlov ¥Mr
22

Frlelldtyswiniea
11th1l￿ trf eJwnOlmrFforlhty¢wrt*dtd 31 MHr¢h 2015 AJ Nylred bytheSORI 2•15
Cun#tyrar
￿￿￿y
6.7
Comtrothjlytrwr￿￿knw¢k$
Auiljn
prlY•texclwveren•E
1596
8.496
IBJY4
rtmlEt¢d
J•24
Pdorytir
17.$94
TDt*l Donatloll4 GraDts and L48adeJ
T￿tal lkntkn•bGJ¥*ts*trd
Al
13A77
.167J7£*
14UJJ
T•¢AI
Al
7.925
2J7008
24$
19 ¢hthble DJrt¢l *PÈlldi
CyrwiyNr c￿￿t￿r Frf*Yr&t
I￿r
FuTh*T
activiti
EMploYE￿N1- Ch4rithltAclivitic5
Defitsed p¢ThiioncostS -
¢hAritsbkactl￿d¢s
TtaVoland&bii¥wncy-L￿UiIabl¢
A¢h%iti
213J32
49
7.7W
504
&741
196
23

D¢mtMtknFriendty Si¥*Msei
DEI￿1¢dfin￿YS11 of ¢*￿4￿r¥I•l￿*y￿rendedjj Mit¢b1•2S M reqlllredby thtSORP 2•15
J,tJi
ZJLI
133J55
134NS
Prl•rY¢AT
VNFttI￿Id
Pd•rY
e#rtd4d
2VI4
1014
a¢trvitirS
EMpk)y¢T5'NI-Cknii)b* ￿lIVI11t5
Defill¥dcontnbu¢ion pension ¢05
chpntÉblv8rriviti¢
Tr8Yelgna Sp￿1￿¢n¢t-rh9ntsb1¢
12g.Q41
119.1•7
1.504
2,15
13&7•5
JJU
20 s￿PpoIteQ￿r•¢C￿Ar￿Ab￿ ¥RllvMI
ruthryw PrfwYKt
CMrr•Jry YMI
hd
T￿￿440￿d w¢If￿-31￿r
4AJ•
Voluntsrrs'exr¢n¥e5
33•
1È8ht he41 iDd p)wer
PrEnii*s f¢PiirR and
12IJ77
176J77
Reni
3th32
T¢lephO￿ fax and Inicrnrt
PD5
Sts¢ILTrtrryindprinuD¥
Equipocnt exp￿r$
&thArcliccrK¢g￿l cxpcnscy
1189
215
494
IXA2

Demenlli FrleDdly Sv•nst•
D4tslled •trilY￿s￿lI￿¢tyj￿l￿d¢w*n￿lt#￿•IOr ihtyeire•dedJl MArch1021* requlrets by IbeSOAP2fj1S
Ad)trri51nx rnurkeLln¥
LiibLity and in5ufdnce
Sundrycxp￿￿eS
Equipme￿I.rePa4r&.tXpeDSIl ond mglrt£enth¢o
20.501
J81
i&Y21
IJS2
327
2.t56
J,N7
Consumiblc&
JJ31
AerouDlantyfceg ￿h¢r than cxaminafion
orèudit fws
Cou5UWf￿s
Otherk831 thdprofe%5iDnil
1114
15ZI
&70
SJ30
9Jl
9.938
Bank char8tS
94
Support¢Qltsbtf•re re4lloc*titsn
714
S￿071
ToiAI IWrtewtb.CurrentYE*f
s￿?7
rAi
TtaiDiDgznd welfnre-wtrF
39
yolunttt￿, expeniei
330
Jjo
8hihcai gndpow
7.•71
TeleP￿llc. fax EndintErnel
276
Swiun¢ryalldpThlliinB
Advertisin8And m8rk¢t1ng
8bil*y and ¢ort¢¢nts inSuNf*r
Syndry¢xpefis¢%
E9uIpm¢￿Lr¢pI1rj.txP¢￿X1
iJJi
33
IW2
30X
2J29
J.N7
21$
Con8um4blc
iJ2%
Alcount￿¢>.fres ￿tr￿an ex￿￿￿￿T￿n
fo¢3
sulWn¢y f
Other 0￿dp￿feIIIOlll1
2*70
3J30
>JJ
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T￿lI1UPp￿rto￿ty- Prfry Yur
49J
T)KbiY5of￿Ir￿KnOrIL￿11¢lvRCniChN1kCsisde￿nbEdUnder￿￿tyJIthiw1￿N14
25

DemetsiixFrie*dtysww￿Se*
Det￿t￿ *n•tyth of twAdh¥r•l¢rtrh¢yè•rwd4dJl M•r<b 201$￿ reqwlrfd by SORP 1fj1S
¢wrtpl)yir Cwn•l>ryir
FrlirY*xr
T*11F￿al
C#rrow Y•
Y¥4rf•
I•ZS
Jnd¢pcnd¢DtEX￿1rrflj fr¢5
IJ
Tothi a•V•r￿n￿¢0￿1
IJOD
1,16tr
IJ
￿￿•￿v￿
V•rr
E4
Ind¢pEndeM knnMn¢rS tee5
22 TTrthlCh*rltsbltexprndltur¢
Cryrroniyur t•rrntyuv
Y¢t41F**d>
Total dirrft ipendiD8
Total iupport£o£ts
Total Governs￿rE cDEts
BZ•
BILI
B2•
IP2
232.124
1¥3.
1.2
IWk4
iJ60
417J
11&979
18&iJJ
fvlvryu
P*l•rY￿r
Totsl FI￿1
Prxor Ve4Y
Total diwt spendthg,
Towl supNvtL¥rd
'rO￿l¢Mr￿an¢tcoSt5
Bld
b2t
44.4
tJDP
Totsl
BI

Dtmentl• Frlewdly Sw8n8ex
Arlivtty •Tr41yslJ of tApeTrdltyJT¢ fgrihe fvr theyeir¢tyJtd 31 Miryh 2025
2J An*lyits of lo¢•m• by i%tlvity
50FA YÈf
JQ25
Ac11￿Y
SwmMuryoJT¢follKome, In¢kndlARiAelteMs•boye
DDDfirioni& Lwe
Al
1PIIRSfi
94S.5.ti
JIOJ56
21J.5J)
24 kn•lyilg ofeh4rlt•ble expeldknre by •¢livIty
DIr￿1 ¢0
5wppDrt
eosti
ruThd1￿80f
Tol41
2025
DirEc1¢￿15
ErthployE¢¢04tsnwI￿1thO
Volurt¢w¢o¥ts
PrerniK¢sexptnJES
Admiwyll4ljsLuthdJ
ProfewDro1 frtS
Fironelgl¢osts
)Js5
134JJO
1oJ•
fj4
4A39
330
135.924
IW24
¥260
26J44
10.454
J2,6J
91
3JSi
54rnwryfrfcbArirgt*coMSby aClLvlty
Dlrtrt¢oots
Support
•5ÉS
ruDdln8of
*rllth
2fj25
Ydtsi
Toi•l
2•1S
233J55
184.36)
I￿,￿3]
c￿nC£<￿515 ￿d￿lI1cd th NL¥c21
1,2
Tthl&4•rbAbk Èymdhure
185.623
418,978
18fj.13J

Demt#tl4 Frfendty Sw#Me*
hcdvlty xiiwiiof Ir￿•￿e *mleypenthMf¢ fvrthe th¢ ye4T¢Trd¢d31 Mirc& 2025
A**tyd* toiii by ¢hArithlAE •Eth4tI
Fln*Mt
Othor
Overbe¥th
Aetjvity
Resothrces
PaM•ryN(p￿eIrtd w]¢iltsrytr•diD
l.U¥3
i¥J,I
1x5.623
25 of chRrJt•blecwDdlhn b> #rlhlty
2Q2S
2024