| ObjectivesandActiviti | es | |
|---|---|---|
| SORPreference | ||
| Summaryofthepurposesof | Para1.17 | Thepurpose ofthecharityisthereliefof |
| the charity as setoutinits | persons caringforpeoplewithDementia | |
| governing document | within thefamily athome (whodonot | |
| qualifyforNHS support anddonot have | ||
| sufficientresourcesforprivatecare service) | ||
| wholive in Buckinghamshire. We dosoby | ||
| offeringrespite service throughthe | ||
| provision of2hours community-based | ||
| professional dementia carerstwicea | ||
| month,butwithambitionto gobeyond | ||
| whenconditions allow. | ||
| Summaryofthemain activitiesin relation to those |
Para1.17and 1.'1I |
Wehave increasedthenumber of families |
| purposes forthepublic | wehave supportedfrom8to13providing | |
| benefit, inparticular,the | 650hoursoffreerespite care tothese | |
| activities,projectsor | familiesenabling family carerstoregain | |
| servicesidentifiedinthe | someoftheirfreedom,rechargetheir | |
| accounts. | batteries and improve mental wellbeing. | |
| Quality outcomesshow12outof13 | ||
| familiesreport reducedstresslevels and | ||
| almosteveryonereported improved ability | ||
| tocope. | ||
| Wththeambitionto supportmore families | ||
| wecontinueto focuson increasing our | ||
| income through grant donations and | ||
| running fundraising events. | ||
| Weareworkinghardtoexpand and | ||
| diversify the sourcesthatrefer family carers | ||
| toour charity forsupport.Thisis | ||
| challengingaswearealsohavingto | ||
| navigate organisational changes withinthe | ||
| integratedcareboard and a changein | ||
| responsibilityforproviding Council | ||
| dementia support fromAlzheime/sSociety | ||
| toAgeUKBucks. | ||
| Statement confirming | Para1.'18 | |
| whether thetrusteeshave | ||
| had regard totheguidance |
| ou choosetoincludefu |
rtherstatements | whererelevant about: |
|---|---|---|
| SORPrebrence | ||
| Focussed on applyingforgrantswhere our | ||
| Para1-38 | purposefallsinto the scope of thegrant | |
| Policy ongrantmaking | body.We developed a relation withthe | |
| Rothchild'sFoundation. Also workingto | ||
| diversifyincometobecome lessdependent | ||
| onqrants | ||
| Not applicableyetbut being investigated | ||
| Para1.38 | ||
| Policyonsocial investment | ||
| including program related | ||
| investment | ||
| Contributionmadeby | Thecharity runs almostexclusivelyby | |
| Volunteers | Para1.38 | volunteers |
| NA | ||
| Other |
| SORPreference | ||
|---|---|---|
| ln additiontoincreasingthenumberof | ||
| familieswehave supportedwithpositive | ||
| feedback fromthecarers and increasing | ||
| Summaryofthemain achievementsofthecharity, |
Para1.20 | theincome,weareveryproudtohave been chosen as charity ofthe yearby 3 |
| identiffingthe differencethe | major organisations: | |
| charity'sworkhas madeto | The ChilternHospital possiblythebest | |
| thecircumstancesofits | private hospital in Bucks, Local Nationwide | |
| beneficiaries and anywider | branches, FergalO'BrienRacing. | |
| benefltstosociety asa | This allowedustocarryoutmore PR, raise | |
| whole. | ourimage andfurthercreditability, with | |
| moreeventsandtoraise more funds. | ||
| Organisationallywecontinue togrowand | ||
| expand andwillincrease ourdiversityat | ||
| thetrusteeboard. | ||
| Anumberofnewpolicieshave beenputin | ||
| place as partofour ongoing processof | ||
| improvement. |
| Achievements against | withveryheart-warming comments and | |
|---|---|---|
| objeclivesset | high scoresforservices. | |
| Wehave identified financial savings tothe | ||
| NHSthat couldbe achieved with | ||
| Performance of fundraising | professional respitewhichhas helped us | |
| activities against objectives | Para1.41 | wingrants |
| set | ||
| Not applicableatthisstage | ||
| Investment performance | Para1.41 | |
| against objectives | ||
| Other |
| Financial Review | ||
|---|---|---|
| Review ofthe charity's | Para1.21 | lncome for theyearwasf39,929 |
| financialpositionattheend | Restricted fundf14,500 | |
| oftheperiod | ||
| Statement explaining the | Para'1.22 | Trusteeswillmaintain 3 monthsgross |
| policyforholding reseryes | budget cost policy tor26127set atf12,500 | |
| statinq whythey areheld | ||
| Amount ofreserves held | Para1.22 | Thetotalreserve heldfor25126wasf9114 |
| Reasonsforholdingzero | Para1.22 | |
| reserves | ||
| Details offundmateriallyin | Para1.24 | |
| deficit | ||
| Explanation of any | Para1.23 | Theone significant uncertaintyisthe |
| uncertainties aboutthe | possible failure forthirdpartiesto refernew | |
| charity continuing as a going | familiestousforsupport. | |
| concern | ||
| Additional information(optional) | ||
| Youm choosetoincludefurtherstatements |
whererelevant about: | |
| Main sourceofincomeisstillgrantsfor | ||
| 25126but incomediversificationplan isin | ||
| The charity'sprincipal | placeandithas started to workwithmore | |
| sourcesoffunds(including | Paea1.47 | incomefromevents |
| any fundraising) | ||
| N/A | ||
| lnvestmentpolicy and | ||
| objectives including any | Para1.46 | |
| social investment policy | ||
| adopted | ||
| GeneralRisk assessmentpolicyinplace | ||
| Adescriptionoftheprincipal | Para1.46 | |
| risks facingthecharity | ||
| Other |
| Structure, Governancea | ndManag | ement |
|---|---|---|
| Description ofcharity's | None | |
| trusts: | ||
| Type of governing document | Para1.25 | Trustdeed |
| Howisthecharity | Para1.25 | cro |
| constituted? | ||
| Trusteeselectionmethods | Para'1.25 | For a Charity of our size.trusteesselection |
| including detailsofany | is mainlythroughpersonal contact directly. | |
| constitutionalprovisionse.g. | Wealso doitthroughpromoting | |
| electiontopost or nameof | experience committee memberstobecome | |
| any person or body entitled | trustees.ln both cases,3monthsprobation | |
| toappoint one or more | periodisset and approvalbytheboardis | |
| trustees | required |
| Charityinduction | ||
|---|---|---|
| Dementia training | ||
| Policies and procedures | DBSandifappropriate, safeguarding | |
| adopted fortheinduction | Para1.51 | training |
| andtrainingoftrustees | Sharingexistinginternalpoliciesandthe | |
| Charity'sconstitution | ||
| Our organisation is set with Trustees, | ||
| Committeemembersformarketing, | ||
| Thecharity'sorganisational | fundraising,Care,financeand events with | |
| structure and anywider | Para1.51 | agroupof advisors thatwecall on from |
| network with whichthe | time totime. lnparalleltothe formal | |
| charityworks | organisation,wehave Volunteers whowe | |
| call ontosupport events. | ||
| N/A | ||
| Relationshipwithany | Para1.51 | |
| relatedparties | ||
| Other |
| ReferenceandAdminis | trative details |
|---|---|
| Charitvname | Dementia Carers Respite |
| Other name thecharityuses | N/A |
| Reqistered charitv number | fia2451 |
| Charity'sprincipal address | OrchardHouse |
| AmershamRoad | |
| Chesham- HPs1NE | |
| Buckinghamshire |
| Trusteename | Office (ifany) | Datesacted ifnotforwhole vear |
Nameofpenron (orbody) entitled toapDointtrustee(ifany) |
|
|---|---|---|---|---|
| 1 | WalidMarzouk | Chairman | ||
| 2 | Peter Dennis Healy | Trustee | ||
| 3 | TimothyClaude Garham |
Trustee | ||
| 4 | Brian Robert DennisVUhitnall |
Trustee-Treasurer | ||
| 5 | ||||
| 6 | ||||
| 7 | ||||
| 8 | ||||
| I | ||||
| 10 | ||||
| 11 | ||||
| 12 | ||||
| 13 | ||||
| 14 | ||||
| 15 | ||||
| 16 | ||||
| 17 | ||||
| 18 | ||||
| 19 | ||||
| 20 |
| Funds held ascustodian trustees onbehalfof others | Funds held ascustodian trustees onbehalfof others |
|---|---|
| Descriptionoftheassets | N/A |
| heldinthiscapacity | |
| Name and objects ofthe | N/A |
| charity onwhosebehalf the | |
| assetsareheldandhowthis | |
| fallswithinthe custodian | |
| charity'sobjecfs | |
| Detailsof anangementsfor | N/A |
| safecustodyand | |
| segregation of such assets | |
| fromthecharity's own | |
| assets |
| Names andaddresses of a | dvisers (Optionalinformation) |
|---|---|
| Typeof Name | Address |
| adviser | |
| Nameofchief executiveornamesof seniorstaffmembers(Optionalinformation) |
| Receiptsandpaymentsaccounts | Receiptsandpaymentsaccounts | Receiptsandpaymentsaccounts | Receiptsandpaymentsaccounts | CC{6a | |||
|---|---|---|---|---|---|---|---|
| Fortheperiod from |
To | ||||||
| Section A Receipts | and | payments | |||||
| Unrestricted funds |
Restricted funds |
Endowment funds |
Totalfunds | Last year | |||
| tothenearest € |
to the nearest e | tothenearestf | to the nearest€ | to the nearest€ | |||
| A1 | |||||||
| Donations | 14,845 | 14,U5 | 9,094 | ||||
| Grants | 2,000 | ||||||
| Lottery Grant | |||||||
| Rothschilds | 7,000 | 7,000 | 500 | ||||
| Carers Fund | 7,500 | 7,500 | 15,0't0 | ||||
| Sales | 357 | 357 | 8,270 | ||||
| Golf Day | 10,227 | 10,227 | 1,510 | ||||
| Sponsorship | 966 | ||||||
| AR) | 25,429 | 14,500 | 39,929 | 37,350 | |||
| A2Assetand investment sales, | |||||||
| (seetable). | |||||||
| Totalreceipts | 25,429 | 14,500 | I | sg,gzg | I | ||
| -ffi6t | |||||||
| A3 | |||||||
| Marketing and Awareness | 2,251 | 2,251 | 4,306 | ||||
| lnsurance | 483 | 483 | 466 | ||||
| Cost of Carers | 11,900 | ,t1,900 | 6,600 | ||||
| Media | a1 | ||||||
| Events | 3,113 | 3,113 | 2,175 | ||||
| Stationery/Printing | 967 | ||||||
| Training | 65 | 65 | 99 | ||||
| Bank Charges | |||||||
| Care Co-ordination | 5,247 | 5,2dt | 4,820 | ||||
| Refund | 560 | ||||||
| Subscriptions | 336 | ||||||
| Softivare | 327 | ||||||
| Communication running cost | 300 | 300 | 240 | ||||
| Auction cost | 140 | ||||||
| Admincost | 1,404 | 1,404 | 63 | ||||
| Offceuse | 25 | ||||||
| Consultants | 2,176 | 3,304 | 5,480 | ||||
| Subtotal | 9,792 | 20,451 | 30,243 | 21,205 | |||
| A4Asset andinvestment | |||||||
| ourchases.(seetable) | |||||||
| Subtotal | |||||||
| Total payments | 9,792 | 20,451 | 30,2$ | ] | 21,205 | ||
| Netofreceipts/(payme | nts) | 1s,637 | 5,951 | 9,686 | 16,145 | ||
| A5Transfercbetweenfunds | |||||||
| A6Cashfundslast year end | 23,467 | 11,624 | 35,091 | 't8,946 | |||
| Cashfundsthis year | end | 39,104 | 5,673 | u,777 | 35,091 |
| Unrestricted | Restrictedfunds | Endowment | |||
|---|---|---|---|---|---|
| fietalls | funds | funds | |||
| to nearestf | tonearcstf | tonearest€ | |||
| 81 Cashfunds | Bank balance | 39,104 | 5,673 | ||
| Totaleashfunds | 39,104 | 5,673 | |||
| (agree balances | wilhreceipts and payments | ||||
| account(s)) | |||||
| Unrestricted | Restrictedfunds | Endowment | |||
| funds | funds | ||||
| Details | tonearest e | tonearest f, | tonearestf | ||
| 82 Other monetary assets | |||||
| Details | Fund towhich | Cost (optional) | Current value | ||
| 83lnvestment assets | |||||
| 0etails | Fund towhich | Cost (optional) | Current value | ||
| 84Assetsretainedforthe | |||||
| charity'sown use | |||||
| Fund towhich | Amount due(optional) | When due |
|||
| Details | |||||
| 85 Liabilities | Restricted funds | 5,673 | |||
| Signedbyoneor twotrusteeson behalfof allthe trustees |
Signature | Name | Dateof | ||
| ltrAu-oD | HA.eZou-K | 153-2( |
173 Longley Rood Slough Berkshire SL3 7EA Tel- 01753 586813 Fax.. 01753 586811 Mobile: 07802 836255 i.accountin MPI ACCOUNTING & MANAGEMENT SERVICES @btconnecl.com Dementia Carers Respite {Charity number 1202451) Accounts for the year ended 31 March 2026 Independent Examinerfs Report to the members of Dementia Carers Respite (Charity number 1202451) I have reviewed the accounts for the year ended 31 March 2026 which comprised the statement of financial artivities and balance sheet. These financial statements have been prepared under the accounting policies set out therein. The matters raised in this report are only those which came to my attention during the course of my review. This report has been prepared solely for the members. My work has been undertaken so that I might state to the mernbers those matters I am required to state to them in an independent examiner's report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the members, for my examination, for this report. or for the opinions I have formed. Basis of examinerfs statement My examination was carried out in accordance with the general directions given by the members of Dementia Carers Respite (Charity number 1202451). An examination includes a review of the accounting and other records kept by the branch. It also includes consideration of any unusual items, and seeking explanations from the relevant branch officials. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently I do not express an audit opinion on the view given by the accounts. Independent examinerfs statement In connection with my examination, no matter has come to my attention: which gives me reasonable cause to believe that in any material respect the requirements: to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Organization have not been met: or 2. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Signed.. Okechuku Ashley Mpi, MBA FCCA Date: 18 August 2026 Regulated in Ihe conrjvcl of accounting ond conxrftancy w(yk by Ihe Assoch2tion of Chortefed Certified Accountant5 Prowelor." Mr. O. A Mtx. M8A. FCCA.
173 Langley Road Slough Berkshire SL3 7EA Tel= 01753 586813 Fox: 01753 586811 Mobile.. 07802 836255 emoil-. i.occountin MPI ACCOUNTING & MANAGEMENT SERVICES @btconnect.com Dementia Carers Respite Cherry Tree Cottage Weedon Hill Hyde Heath Amersham Bucks HP6 5RN 18th August 2026 Invoice F¢e note for Independent Examation of Ikmentia Carers Respite financial statements for the year ended 3 1st March 2026 450.00 Bank details: Account numbeT: 57366764 Sort-code: 601928 Account name: MAMS Total amount due 450.00 Reguloted in the conduct of occovnting ond corwllancy w(Mk by the Associolion of Chortered Ca*lied Accountants Prop7etor. Mr. O. A. MPI. MBA FCCA.