Trustees' Annual Report for the period
Period start date Period end date Day Month Year Day Month Year From 01 07 2024 To 31 01 2025
Section A Reference and administration details
Charity name In Jolly Good Company CIO Other names charity is known by N/a Registered charity number (if any) 1208917 Charity's principal address 1 Monkton Up Wimborne Wimborne St Giles Dorset Postcode BH21 5NL
Names of the charity trustees who manage the charity
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Jenny Hanson Chair
2 Penny Syddall
3 Debbie Luscombe
4 Kate Robson
5 Julia Safe
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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Names and addresses of advisers (Optional information) Type of adviser Name Address Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document
Constitution
- (eg. trust deed, constitution)
Charitable Incorporated Organisation How the charity is constituted
- (eg. trust, association, company)
Elected by the Board Trustee selection methods
(eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
The objects of the CIO are
i) The relief of sickness and the preservation of physical and mental Summary of the objects of the health and well-being among people living with dementia and a charity set out in its range of illnesses residing permanently or temporarily in Dorset or governing document surrounding areas, through activities, advice and information ii) To relieve people who are elderly or disabled resident in Dorset by the provision of support to carers.
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| Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit) |
The trustees have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing the charity's aims and objectives and in planning its future activities. In particular, the trustees consider how planned activities will contribute to the aims and objectives that have been set. The public can access our services through our Jolly Days that are held at different community venues in Dorset. These give our guests the opportunities to participate in creative activities such as theatre, music, art, photography, yoga and singing. We do this because we know that being creative, staying active and connected to others helps slow down the cognitive and physical decline associated with dementia and other illnesses. Loneliness and isolation are injurious to people’s mental and physical health. This is why we are providing opportunities for people to come together and have fun and in some cases share a meal together. We also provide outdoor activities at our Step Outside allotment group at Kingston Lacy. Jolly Days and Step Outside are open to all and are dementia friendly. Guests and their families also receive support from our staff and volunteers, an opportunity to make friends and stay connected and get support from their peers. We also signpost to other relevant services available in the County (e.g. Carers’ Support) |
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Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
In Jolly Good Company changed from being a CIC to a CIO in February 2025. The CIO was originally set up in July 2024, but activities did not transfer from the CIC until February 2025. This report covers the period of 01.07.2024 to 31.01.2025. Whilst operating as the CIC, we were able to offer seamless and yearround activity and support to our 150 direct beneficiaries and 50 indirect beneficiaries per month (friends, family and carers). All of our groups have grown in size this year – with many becoming full and needing waiting lists. Support beyond our groups takes the form of signposting to additional services. For example, if we see that a Carer is struggling, we will put them in touch with Carers’ Support Dorset. We have a very strong volunteer team of 26 people and a small dynamic staff team of one full time person and two part time.
We are preparing our first photographic exhibition, celebrating the creativity of our guests and helping to make them valued by and visible in society and to get their seldom heard voices heard.
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Section E Financial review
Brief statement of the charity’s policy on reserves
Details of any funds materially in deficit
In Jolly Good Company are building towards having 6 months operational costs in reserve – this equates to approximately £60,000
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Debbie Luscombe Full name(s) Jenny Hanson Position (eg Secretary, Chair, Chair etc) Date 08 / 08 / 2025
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Charity Name: In Jolly Good Company CIO No: 1208917
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 01/07/2024 31/01/2025
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
AR) [ - ] - - - -
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts - - - - -
A3 Payments
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total [ - ] - - - -
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments - - - - -
Net of receipts/(payments) - - - - -
A5 Transfers between funds - - - - -
A6 Cash funds last year end - - - - -
Cash funds this year end - - - - -
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CCXX R1 accounts (SS)
30/07/2025
1
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| Section B Statement of assets and liabilities at | Section B Statement of assets and liabilities at | the end of the period | |
|---|---|---|---|
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature Details Details Details Details Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Jenny Hanson Debbie Luscombe |
Endowment funds to nearest £ - - - |
| - | |||
| OK | |||
| Endowment funds to nearest £ - - - - - - Current value (optional) - - - - - Current value (optional) - - - - - - - - - When due (optional) Date of approval 08 / 08 / 2025 05 / 08 / 2025 |
CCXX R2 accounts (SS)
30/07/2025
2
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