2022-09-30-accounts - West Dorset Mencap Society

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Trustees' Annual Report for the period Period start date Period end date y01 10 2021 30 09 2022

From

Section A Reference and administration details

Charity name West Dorset Mencap

Other names charity is known by Registered charity number (if any) 243100 Charity's principal address 16 Bramley Hill Bridport Dorset Postcode DT6 3DP

Names of the charity trustees who manage the charity

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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Sue Hallett
2 Linda Simpson Chairman
3 Simon Hosking Non Exec
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Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

March 2012

TAR

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

Approved constitution Type of governing document

(eg. trust deed, constitution)

Association How the charity is constituted (eg. trust, association, company)

By vote at AGM or co-opted Trustee selection methods

(eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

policies and procedures adopted for the induction and training of trustees;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

Section C Objectives and activities

March 2012

TAR

To promote the care, treatment and education of mentally handicapped children and adults to secure their needs.

Summary of the objects of the charity set out in its governing document

During year charity continued its work within the local community to further their objectives and to help children and adults with learning difficulties and mental health handicaps. Further difficulties following Covid were experienced during year within our charity shop due to lower foot fall and the cost of living problems filtering through later in year.

Going forward we will reinstate our contract with the local CAB who will give help to clients with any problems they may have with regards to benefits claims and housing etc.

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)

Independent living help was given through our two owned properties with rents kept at the lowest rate possible to help tenants.

Additional details of objectives and activities (Optional information)

March 2012

TAR

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

Section D Achievements and performance

March 2012

TAR

Section D Achievements and performance

Summary of the main achievements of the charity during the year

The charity continued to meet its objectives during year despite a tough time with Covid pandemic, but maintained its objectives through grant giving, education in our charity shop and independent living within our owned properties, holiday grants for clients and carers and the high maintenance of our assets. In addition we have helped with the purchase of equipment and furniture to help clients looking to live an independent life.

Section E Financial review

March 2012

TAR

Brief statement of the charity’s policy on reserves

Reserves held to maintain charity objectives and day to day expenditure and overheads. Any excess funds held over for future grant applications and money set aside for annual holiday fund and property improvements.

Due to our shop lease being a full repair lease we will have significant expenditure incurred in 2023 due to a roofing problem.

Details of any funds materially in deficit

None

Further financial review details (Optional information)

Principal source of charity income is our charity shop and rental You may choose to include income from our owned properties. additional information, We have no ethical investment policy. where relevant about:

No significant fundraising at moment due to high cash reserves which is reviewed annually.

the charity’s principal sources of funds (including any fundraising);
how expenditure has supported the key objectives of the charity;
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) Sue Hallett Full name(s) Sue Hallett Position (eg Secretary, Trustee Chair, etc) Date 08/12/2022

March 2012

TAR

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Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name members of West Dorset Mencap On accounts for the year 30 September 2022 Charity no 243100 ended (if any) Set out on pages (remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended DD / MM / YYYY .

Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

accounting records were not kept in accordance with section 130 of the Act or
the accounts do not accord with the accounting records

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Please delete the words in the brackets if they do not apply.

Signed: SJH Accountancy Services Date: 08/12/2022 Name: SJH Accountancy Services Relevant professional None qualification(s) or body (if any): Address: Unit 1 Magdalen Works Magdalen Lane Bridport DT6 5AA

Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

October 2018

IER

Give here brief details of any items that the examiner wishes to disclose .

No matters of concern were found or need to be reported.

October 2018

IER