Trustees’ Annual Report for the period
From 06/04/2023 Period start date To 05/04/2024 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. Have seen considerable growth and demand for our services with a contract through Age UK with Wokingham Borough Council and interest from other local authorities. |
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 £25,953 and has cash reserves of £41,631 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, considering significant growth. |
| Amount of reserves held | Para 1.22 | £41,631 |
| 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 3 Bulldog House 38-40 London Road Twyford RG10 9EU |
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 (ifany) |
|---|---|---|---|---|
| ShirleyPearce | Founder | |||
| Martin Solway | Chair | |||
| Nathalie Sherrad | HonorarySecretary | |||
| Samantha Whitty | Treasurer | |||
| Mary Kareem- Osho |
Treasurer | Took over from Samantha Whitty on 15th April 2024. |
||
– 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) Martin Solway Position (eg Secretary, Chair Chair, etc) Date 05/02/2025
238331 CC16a
Understanding Dementia
Receipts and payments accounts
For the period 06/04/2023 05/04/2024 To from
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ 25,592 7,041 7,428 906 47,500 88,467 - - - 88,467 |
Restricted funds to the nearest £ - - - - - - - - - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - - - |
Total funds to the nearest £ 25,592 7,041 - 7,428 906 47,500 - - 88,467 - - - 88,467 |
Last year to the nearest £ |
|---|---|---|---|---|---|
| Donations | 25,592 | 2,585 | |||
| Fundraising activities | 7,041 | 2,011 | |||
| Other | 292 | ||||
| Pro training courses | 7,428 | 4,017 | |||
| Training & booklet sales | 906 | 577 | |||
| WBC / Age Uk contract | 47,500 | 19,000 | |||
| - | |||||
| - | |||||
| Sub total(Gross income for AR) | 88,467 | 28,482 | |||
| A2 Asset and investment sales, (see table). |
|||||
| - | |||||
| - | - | ||||
| Sub total | - | - | |||
| Total receipts | |||||
| 88,467 | - | - | 88,467 | 28,482 |
A3 Payments
| Advertising& Marketing | 2,458 | 2,458 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Conferences & events | 109 | - | - | 109 | |||||
| Employee salary,pension and NI costs | 14,020 | - | - | 14,020 | 11,290 | ||||
| Facilities hire | 976 | - | - | 976 | 265 | ||||
| Food and Provisions | 1,428 | 1,428 | |||||||
| General Equipment Depreciation | 324 | 324 | |||||||
| Insurance | 623 | - | - | 623 | 606 | ||||
| Other expenses | 621 | - | - | 621 | 2,419 | ||||
| Pension | 233 | 233 | |||||||
| Postage | 324 | 324 | |||||||
| Printing, stationery, design, marketing | 301 | - | - | 301 | 1,854 | ||||
| Telephone and Internet | 75 | 75 | |||||||
| Trainers Fees | 36,465 | 36,465 | |||||||
| Travel | 361 | 361 | |||||||
| Website / IT expenses | 4,197 | - | - | 4,197 | 2,416 | ||||
| - | - | - | - | ||||||
| - | - | - | - | - | |||||
| **Sub total ** | 62,514 | - | - | 62,514 | 18,850 |
| A4 Asset and investment | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| purchases, (see table) | ||||||||||
| - | - | - | - | |||||||
| - | - | - | - | |||||||
| **Sub total ** | - | - | - | - | - | |||||
| Total payments | 62,514 | - | - | 62,514 | 18,850 | |||||
| Net of receipts/(payments) | 25,953 | - | - | 25,953 | 9,632 | |||||
| A5 Transfers between funds | - | - | - | - | - | |||||
| A6 Cash funds last year end | 15,678 | - | - | 15,678 | 6,046 | |||||
| Cash funds this year end | 41,631 | - | - | 41,631 | 15,678 |
CCXX R1 accounts (SS)
01/02/2025
1
| Section B Statement of assets and liabilities at the end of the | Section B Statement of assets and liabilities at the end of the | Section B Statement of assets and liabilities at the end of the | period | |
|---|---|---|---|---|
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B4 Assets retained for the charity’s own use B5 Liabilities |
(agree balances with receipts and payments account(s)) Details Cash at bank Total cash funds Details Details Details Details PAYE Payable Pension payable Other creditors |
Unrestricted funds to nearest £ 76,098 - - 76,098 Agreement Error Unrestricted funds to nearest £ - - - - - - Fund to which asset belongs Fund to which asset belongs Fund to which liability relates (151.84) (48.77) (34,266.00) |
Restricted funds to nearest £ - - - - OK Restricted funds to nearest £ - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - Amount due (optional) - - - |
Endowment funds to nearest £ |
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| OK | ||||
| Endowment funds to nearest £ |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| When due (optional) |
||||
| PAYE Payable | (151.84) | |||
| Pension payable | (48.77) | |||
| Other creditors | (34,266.00) | - | ||
| - | ||||
| - |
Signed by one or two trustees on behalf of all the trustees
| Signature | Print Name Martin Solway |
Date of approval |
|---|---|---|
| 5th February 2025 | ||
CCXX R2 accounts (SS)
01/02/2025
2
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