## **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 4C4)oJ￿c o* O)c c CDar8 CL 3 its