Trustees’ Annual Report for the period
From 06/04/2022 Period start date To 05/04/2023 Period end date
Charity name: Understanding Dementia
Charity registration number: 238331
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Understanding Dementia and lessening the impact for those who care for those with Dementia. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Provide training courses to family and professional carers. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Yes the trustees take into account guidance from the Charity Commission. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | Provide much needed training and advice for people supporting anyone living with Dementia to ease the stress for themselves as well as those living with the condition. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity has made a surplus in the year of £9,633 and has cash reserves of £15,678 at the year end. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserve are held to meet the working capital requirements to run the charity and to be able to deliver future training courses. |
| Amount of reserves held | Para 1.22 | £15,678 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
Additional information (optional) You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust Deed |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | N/A |
Additional information (optional) You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Understanding Dementia |
|---|---|
| Other name the charity uses | |
| Registered charity number | 238331 |
| Charity’s principal address | Suite 181, 266 Banbury Road, Summertown, Oxford OX2 7DL |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|---|
| ShirleyPearce | Founder | |||
| Martin Solway | Chair | |||
| Nathalie Sherrad | HonorarySecretary | |||
| Samantha Whitty | Treasurer | |||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Type of | Name | Address |
|---|---|---|
| adviser |
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
| Martin Solway | ||
Chair |
||
| 04/02/2024 | ||
| 04/02/2024 |
| Charity Name Understanding Dementia |
Charity Name Understanding Dementia |
No (if any) 238331 |
|
|---|---|---|---|
| Receipts andpayments accounts | CC16a | ||
| For the period from |
06/04/2022 | 05/04/2023 To |
| Section A Receipts and payments | Section A Receipts and payments | |||||
|---|---|---|---|---|---|---|
| A1 Receipts | Unrestricted funds to the nearest £ 2,585 577 4,017 19,000 2,011 292 - - 28,482 - - - 28,482 - 2,416 606 1,854 11,290 265 2,419 - - 18,850 - - - 18,850 9,632 - 6,046 15,678 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 2,585 577 4,017 19,000 2,011 292 - - 28,482 - - - 28,482 - 2,416 606 1,854 11,290 265 2,419 - - 18,850 - - - 18,850 9,632 |
Last year to the nearest £ |
|
| Donations | 2,585 | 7,004 | ||||
| Training& booklet sales | 577 | 263 | ||||
| Pro trainingcourses | 4,017 | 1,425 | ||||
| WBC / Age Uk contract | 19,000 | - | ||||
| Fundraisingactivities | 2,011 | 2,707 | ||||
| Other | 292 | - | ||||
| - | - | |||||
| - | - | |||||
| Sub total(Gross income for AR) |
28,482 |
11,399 | ||||
| A2 Asset and investment sales, (see table). |
||||||
| - | ||||||
| - |
- | |||||
| ~~Sub total~~ | - | - | ||||
| Total receipts A3 Payments |
||||||
| 11,399 | ||||||
Conferences & events |
- | 100 | ||||
| Website / IT expenses | 2,416 | 1,796 | ||||
| Insurance | 606 | 606 | ||||
| Printing,stationery,design,marketing | 1,854 | 1,115 | ||||
| Employee salary, pension and NI costs | 11,290 | - | ||||
| Facilities hirre | 265 | - | ||||
| Other expenses | 2,419 | 3,984 | ||||
| - | - | |||||
| - | - | |||||
| **Sub total ** | 18,850 | 7,601 | ||||
| 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 |
||||||
| 7,601 | ||||||
| 9,632 | - | - | 9,632 | 3,798 | ||
| - | - | - | - | - | ||
| 6,046 | - | - | 6,046 | 2,248 | ||
| 15,678 | - | - | 15,678 | 6,046 |
CCXX R1 accounts (SS)
04/02/2024
1
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 Cash at bank Details Details Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ 15,678 - - - - - 15,678 - 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 Samantha Whitty Martin Solway |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| Date of approval |
|||
| Samantha Whitty | 04/02/2024 | ||
| Martin Solway | 04/02/2024 |
CCXX R2 accounts (SS)
04/02/2024
2
21 Nimrod Close Woodley. Berkshire RG5 4UW
04-02-2024
The Trustees Understanding Dementia Suite 181 266 Banbury Road Summertown Oxford OX2 7DL
Dear Trustees,
RE: 2022-23 Annual Accounts
I certify that the accounts are in accordance with the books, vouchers and other record with explanations provided. There are no matters to which I wish to draw attention.
Signed
Independent Examiner Mary Kareem-Osho
Date 04 February 2024