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

**From** 

**To** 

## 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** 


**----- Start of picture text -----**<br>
Name of person (or body)<br>Dates acted if not for<br>Trustee name Office (if any) entitled to appoint trustee<br>whole year<br>(if any)<br>1 Sue Hallett<br>2 Linda Simpson Chairman<br>3 Simon Hosking Non Exec<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20<br>**----- End of picture text -----**<br>


## **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** 

1 



## **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** 

2 



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** 

3 



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** 

4 



## 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** 

5 



## **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** 

6 



|�
�
�
<br>



� �
 �
���


�<br><br><br><br><br>



<br>~~�~~!"#$�%"<br>&'<br>&(<br>)%#%<br><br>&<br>*+$~~�~~,-<br>('&<br>&'..<br>/%~~�~~#%"%0%1<br>&.('<br>&23'<br>* 1#4~~�~~"5%�1�-#<br>(6<br>&33&<br>7%84~~�~~#$9<br>(<br>(6.3<br>&&&<br>
 <br>:%9%$+%<br>(66<br>('<br>; 1-~~�~~"%<br>3<br>'26<br><-%~~�~~1�$#-<br>&'2<br>(<br>/%$#~~�~~1~~�~~5%"%�=�+$ '63<br>'2.<br>* 1#4~~�~~%>$%%<br>'2<br>(6.<br><#$%#4~~�~~9%<br>23<br>2.2<br>?-%~~�~~1~~�~~$%�"�%"<br>'3'3<br>&.3<br><#$%#4~~�~~#%$#<br>.32<br>.(<br>@#0�%�A%%�1�%>$%%<br>�=<br>'&&<br>B,�"+#-%<br>3<br>�=<br>*+$�-%%#9�0%#+%1<br>&&.<br>6&.<br>C%"$�AA9�A%%<br>3.<br>'.6<br>D%-�1�9-+-�=�+$ ''.<br>&2<br>*+$�#%<br>3.6.<br>'<br>3.6.<br>E>"%�A�$45%�0%#�#%"%$<br>~~�~~=<br>E>"%�A�#%"%$�0%#�$45%<br>'22<br>�
�
�
<br>

 �F�
� �G

G


~~�~~~~�~~~~�~~~~�~~


~~�~~<br>H%<br><br>;)IE�J**E:*<br><br><br><br>;#%%+91~~�~~$#$%#4��"<br>&~~�~~H%8�K%91�:%##"%<br><br>~~�~~B 99%�C%1<br>&<br>~~�~~<br>@L//EH:~~�~~J**E:*<br>@+~~�~~~~�~~!,~~�~~1~~�~~! 91-�"%4<br><br>32'2�<br>3'36<br>@+~~�~~~~�~~+1<br>(<br>326&<br>'<br>:9~~�~~%<br>(26&<br>/E</E*EH:E~~�~~BMN<br>J"" 5 9%1~~�~~A 1<br><br>(26&|<br><br>.36<br>323''<br>~~�~~=<br>'36<br><br><br><br>&<br>3666<br>(666<br>(666|
|---|---|
|<br><br><br><br><br>||





|�
�
��
 ����
���<br><br><br>���� � !"#$<br>%<br>%<br>&'()&*~~�~~+,'-.()~~�~~&//-01)<br>2345<br>356<br>7&),8&9~~�~~&//-01)~~�~~&1+~~�~~/&.:<br>;;4<br>6;2<br>7,1,<&*~~�~~/0<<,1)~~�~~&//-01)<br>=44<br>22<br>:-'~~�~~/0<<,1)~~�~~&//-01)<br>2;<br>2236<br>:-'~~�~~>*-&).<br>2<br><br>"<-',<)9~~�~~/0<<,1)~~�~~&//-01)<br>=;<br>=;<br>#$?~~�~~+,'-.()<br>3254<br>35<br>4;3;<br>436=<br>2�@A@B! �?@<br><br><br>%<br>%<br>&*&1/,~~�~~C<-0D:)~~�~~>-<8&<+<br>6===<br>6634<br>!E/,..~~�~~->~~�~~<,/,(').~~�~~-F,<~~�~~'&9G,1).<br>3;;<br>34=<br>!E/,..~~�~~->~~�~~'&9G,1).~~�~~-F,<~~�~~<,/,(').<br>~~�~~H<br>�H<br>B-..I+,'<,/(&)(-1~~�~~-1~~�~~.&*,~~�~~->�/&<&F&1<br>~~�~~<br>H6256<br>6;=2<br>6===|
|---|
|<br><br><br><br><br><br><br>|






## **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** 

1 



**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** 

2