2024-03-31-accounts

ANNUAL REPORT 2023-2024

Christian Dental Fellowship

Email: [e-mail] Website: www.cdf.org.uk Charity Commission registration number: 261350

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Contents

Contents
Heading		Page number
Executive Summary		3 to 4
The Year in more detail	5 to 7
Financial summary	8 to 9
Structure, governance and management	10
Council members	11
Receipts and Payments accounts	12
Statements of assets and liabilities	13
Notes to the accounts	13 to 15
Independent Examiners report	16

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WELCOME TO THE CHRISTIAN DENTAL FELLOWSHIP

Message from the President Karen Paterson.

This report covers the period 1st April 2023 to 31st March 2024. In last year’s Annual Report we stated that we wanted CDF to be ready for new opportunities and to have structures and policies in place that are robust and appropriate in this new era whilst still fulfilling the aims and objectives of the Christian Dental Fellowship. I believe over these last 12 months we have made significant headway in writing and implementing several policies, with more to come in 2024, along with the reviewing and updating of the CDF constitution, in line with the Charity Commission guidelines. Our vision has remained focused on our aims and purposes, and we have been able to further develop how best to achieve them. Our collaboration with other like-minded organisations has helped us in these tasks, as our relationships particularly with CMF and Transform Work have grown ever stronger. We continue to seek wisdom, discernment, teamwork and grace as we seek to work alongside others who also love the Lord and have similar aims to those of the Fellowship.

Summary of the purposes of the charity as set out in its governing document

We seek to provide an active Christian influence in the dental profession by:

• Uniting and equipping Christians working in the dental profession to live out their Christian faith in life and at work.

• Encouraging and supporting dental students and dental care professionals in their training and those who have recently qualified.

• Offering practical and spiritual support to Mission Partners throughout the world, helping to meet specific needs.

Membership of the Charity is open to all dentists and dental personnel who profess faith in Christ.

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Summary of the main achievements.

We have met our aims by:

• Holding an annual residential conference celebrating 71 Years of CDF.

• Regional meetings around the UK; in Scotland, NI, Wales and England. Some groups are new and have met for the first time, others meet on a monthly basis, and others are continuing to grow in numbers and frequency.

• Publishing our quarterly magazine, Three-in-One, and a regular prayer diary.

• Offering pastoral care support through our Pastoral Care Scheme, with plans to extend this as a peer support scheme also.

• Offering support to students through our student coordinator, themed student Zoom meetings, our elective bursary scheme, and newly convened student and newly qualified dental committee.

• Financial and prayer support for mission partners and other charities providing dental services overseas and in the UK.

• Participation in the national Thy Kingdom Come prayer event through Transform Work UK.

• Further engagement with the profession and public, through radio interviews and our social media platforms.

• The engagement of our first Home Mission Worker (AKA Connect worker), tasked initially with a focus on student engagement but also to work alongside regional groups and DCPs.

• Putting in place additional admin support with increased capacity for CDF promotion and support for the President and Home Mission Worker.

Financial review

Our Financial position for the reporting year is healthy, with the main source of income being generated from our member contributions and subscriptions. This enables us to afford Missional giving and support student ministry in the form of electives, and the engagement of our Home Mission Worker, plus additional admin support. Robust checks and balances are in place to uphold financial accountability and integrity.

Karen Paterson

President Christian Dental Fellowship

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The year in more detail

Member engagement and support:

The focus last year was how can we ensure people know CDF exists? To this end we have, in addition to last year’s promotion with branded merchandise, undertaken media training and taken requests for radio interviews with Christian radio, placed event specific paid adverts in Christianity magazine and appealed to churches to help with publicity of CDF events.

Our focus for this year has been to:

• Set up the student and newly qualified graduate committee, facilitated by the Connect worker. This is still in it’s early stages.

• Reinforce and strengthen our regional groups and representatives.

• Increase our membership benefits, engagement and support through regional groups and other means.

We see our Regional Groups as a key resource in providing support for members at all stages of dental careers, and beyond, and also as our interface with dental colleagues who are not CDF members.

This year has seen the formation of a new regional group in Glasgow which now meets regularly, and the reinvigorating of existing quieter groups in Newcastle, which meets monthly, and the Midlands. The London and SE regional groups will hold the first joint London Half-Day Conference at CMF in London, in April 2024, in an effort to particularly reach London dental students and younger dentists.

The Regional Group Coordinator, has worked hard encouraging our Regional Groups, and we want to record our thanks to all the regional reps for their hard work in organising events for members.

We have continued to use Zoom for engagement with the membership, whilst also expanding the range of themed Zoom meetings:

• regular monthly Saturday morning prayer meetings

• six monthly Zoom meetings for new members and those interested in joining CDF

• themed student meetings, including for those considering electives, in collaboration with CMF

• dental working mums

• NHS in Primary care

We continue to engage with and keep the membership informed through our magazine Three-in-One, our quarterly prayer diary, regular update emails, and social media. Support for our members continues through the pastoral care scheme and prayer team.

Mission Partner Support:

We have continued to support our overseas mission partners, providing financial, pastoral and dental support to them.

Membership:

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The Fellowship currently has 306 members, as of 31st March 2024. up from 277 members last year. Please note that the figure for membership in 2023 was quoted as 270. This was incorrect and has been restated. This increase reverses the trend of declining members numbers of the previous 5 years. (284 in 2021/22, 285 in 2020/21, 301 in 2019/20 and 311 in 2018/19).

From April 2023-March 2024, we had a net increase of 19 students, 2 graduates, 8 dentists, 1 retired, 3DCPs and 2 household members. 35 new members in total. 6 members left in the year up to January 2024.

These numbers reflect the work put into recruitment and retention of members and is welcomed, especially as it reverses the previous trend.

What has been productive are the Zoom Newcomer and Enquirer evenings twice a year and face 2 face meetings, such as the London, Scotland and Annual conferences, and word of mouth.

As of 31st March 2024, we now have 13 DCPs, 42 students, 138 dentists, 69 retired, 8 graduate, 36 household and 1 career break members.

Family Conference:

We held our Annual Family Conference at Hayes Conference Centre, Derbyshire, 13-15th October 2023. Conference Secretaries organised a wonderful weekend, on the topic of “The Kingdom of God and the business of dentistry”. In addition, our clinical speaker

spoke on how to stay on the right side of the GDC. This once again proved to be a very welcome time of reacquainting with one another and it was good to have “new-to-conference” delegates. The conference places sold out in advance of the Conference. We would like to record our thanks to everyone who made this event so special.

Scotland CDF regional group also held their Annual Conference in Perth in March, which was well attended by students and other dental professionals.

Governance and administration

The CDF Trustees have undergone some trustees training, provided by NCVO (National Council of Voluntary Organisations), and are continuing to implement the training by way of strengthening the governance of the Fellowship.

A revised and updated CDF Constitution will come before Council and, if approved, be presented to the members at the EGM, in the Autumn of 2024, for adoption by the Fellowship.

Further policies will also be presented to the Fellowship at the Autumn AGM, continuing the foundational work of robust governance.

This year saw a number of Council members step down after many dedicated years of service. We said goodbye to our Vision and Development lead, and one of our 2 Vice President Trustees. We thank them for their dedicated service. We are currently seeking a new Vice President and re-evaluating the need for a Vision and development Lead.

Statement on public benefit

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We have a duty to report on our organisation’s public benefit under Section 4 of the Charities Act 2011. We are confident we meet those public benefit requirements having taken Charity Commission guidance into consideration. The majority of the Charity's activities are specifically for a distinct group of the public, namely those working in the dental profession and those associated with them. However, the work of the charity extends to missions around the world helping people and providing dental services they would otherwise be unable to receive. We believe we have evidenced this within this annual report.

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FINANCIAL SUMMARY

Review of the charity’s financial position at the end of the period

The accounts are for the 12-month period 1st April 2023 to 31st March 2024. Full details of the financial transactions are contained in the charity accounts on pages 11 to 14.

The total incoming resources for the year amounted to £82,566.99 (2023 £60,847.89). After deducting resources expended of £82,332.81 (2023 £53,349.92), the net surplus was £234.18. This compares to net surplus of £7,497.97 in the previous financial year. All of CDF’s income comes from the members donations. Income and expenditure were higher than last year as we had an appeal at the beginning of the year for our mission partners Simon & Grace Stretton Downes to help them respond to a family emergency. Due to timing, we are also showing the income form 2 Scottish Day conferences in this year’s accounts. We also appointed a home mission connect worker to develop membership.

£3,355.75 was donated to the Conference Bursary Fund (2023 £2812.50). with £1,803 being used to support people attending the conference. This balance of £4,418.89 will be carried forward to the 2024 residential conference running in November 2024

£44,851.50 was paid out to Mission Partners and elective support (2023 £24,360.00). These payments were made up of the restricted gifts and unrestricted funds. £2,702.67 was held back for payment until a later date due to changes in circumstances for one of our mission partners. This will be paid out when circumstances return to normal.

Assets and reserves

The charity maintains a general unrestricted fund, which represents funds which are expendable at the discretion of the Trustees in furtherance of the Objects of the charity. Such funds may be held in order to fund both working capital and investment capital.

In 2022 the Trustees decided the unrestricted reserve should not fall below £10,000. £8,000 was considered a contingency reserve for the running of the charity. This is held to ensure good cash flow and to ensure the organisation can meet its commitments in the event of a sudden drop in income or rise in expenditure. £2,000 was to fund any emergency needs of our Mission Partners. At the end of the financial year the balance on unrestricted fund was £34,244.85 (2023 £37,643.99) These additional funds will be used in 2024 to support new projects such as the home worker.

CDF also has the following designated and restricted funds.

Conference - This restricted fund represents the accumulated net surplus from previous conferences and is held to fund future conferences. The balance at the end of the year was £10,930.91 (2023 £8,831.01). This increase reflects the surplus at the end of the financial year.

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Mission – A restricted fund of donations given for our Mission Partners. At the end of the year the balance on this fund was £2,702.67.

This amount was held back payment at a later date due to changes in circumstances for one of our mission partners. This will be paid out when circumstances return to normal.

Conference Bursary - This money is donated to allow delegates on low incomes and/or children to attend at a reduced price. The balance at the end of the year was £4,418.89 (2023 £2,688.14)

At the end of the year CDF held £52,397.32 in all its bank accounts (2023 £52,163.14). Of this £18,052.47 was restricted income (conference fund, conference bursary and mission fund.)

This year CDF opened an instant access interest bearing account with CAF Bank to make the best use of the cash deposits

Principal risks and going concern.

The main risk to CDF is a reduction in donations and subscriptions. In the first instance reserves would be used to continue with expenditure. Longer term mission support could be reduced. The assessment of CDF is that it is a going concern.

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Structure, Governance and Management

Structure, Governance and Management
Charity Full Name	The Christian Dental Fellowship
Other names it uses	CDF
Registered Charity number	261350
Registered charity address	19 Beverley Close Exeter EX2 5NJ
Type of governing document	Written Constitution. Formed on 4th May 1954
How is the charity constituted?	Unincorporated organization
Trustee selection methods including details of any constitutional provisions	Trustees are selected from long standing members of the fellowship.

Organisational structure.

CDF is run by a Council made up of CDF Trustees and other volunteers. It meets twice a year to review and plan the activities of the Charity. Trustees usually meet regularly throughout the year.

An Annual General Meeting (AGM) is held in addition to the Council meetings. All members of the Christian Dental Fellowship are invited to attend the AGM.

All Trustees give their time freely and no Trustee remuneration was paid in the year. Trustee expenses paid in the year are identified within the accounts. Trustees are required to disclose any relevant interest and withdraw from decisions where a conflict of interest arises.

The Christian Dental Fellowship is a member of The International Christian Medical & Dental Association (UK) registered charity 1188743.

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COUNCIL MEMBERS

Name	Office	Dates acted if not for whole year
Karen Paterson	President & Trustee from 8thOct 22
Martyn Green	Vice President & Trustee	Until 31stDecember 2023
Vicky Rushton	Conference Secretary
Sarah Petersen	Student Coordinator	Until 31stMarch 24
Susie Matthew	Prayer Calendar Coordinator & Trustee	Trustee from 13thOctober 23
Malcolm Prideaux	Regional Group Coordinator
Jacqui Knowles	Dental Care Professional Representative
Naomi Wilson	Three-in-One Editor
Elizabeth (Liz) Roebuck	General Secretary & Trustee
Simon Crewe	Mission Partner Secretary
Peter Thornley	Honorary Treasurer
Margaret Reynolds	Pastoral Care Coordinator
Cathy Fordyce	Vision and Development Coordinator	Until31st January 2024

Name of other key personnel

Karen Silcox - Administrator, Lynne Smith - CDF Connect Worker

Declaration

The Trustees declare that they have approved the Trustees’ report above. Signed on behalf of the charity’s Trustees

Signature Full Name Position Karen Paterson CDF President

Date

02 / 09 / 2024

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Christian Dental Fellowship Receipts and Payments accounts 1st April 2023 to 31st March 2024

Receipts		Unrestricted	Mission	Conference	Conference Bursary	Student work	Total Funds 2024	Total Funds 2023
Subscriptions		11,056.03					11,056.03	11,064.34
Donations – general		7,838.57	16,388.00				24,226.57	20,172.38
Donations - Conference			14,245.04	210.00	2,621.00		17,076.04	7,110.00
Day Conferences	2	2,922.09	1,638.94				4,561.03	0.00
Gift aid refunded		3,967.62	5,325.43		622.75		9915.80	7,701.17
Conference fees				15,334.00	290.00		15,624.00	13,480.00
Bank Interest		107.52		0			107.52	570.00
Legacy		0.00					0.00	750.00
Total Receipts		25,891.83	37,597.41	15,544.00	3,533.75	0.00	82,566.99	60,847.89
Payments
Newsletter & prayer calendar		1,493.17					1,493.17	1857.85
Website		159.60					159.60	159.60
Conference Expense	1			13,444.10	1,803.00		15,247.10	18,265.20
Mission partner & elective support	4	450.00	44,851.50				45,301.50	24,360.00
Running costs	5	14,131.66					14,131.66	8.707.27
Home mission / connect worker		419.92				3,000.00	3,419.92	0.00
Day Conferences	2	2,579.86					2,579.86	0.00
Total Payments		19,234.21	44,851.50	13,444.10	1,803.00	3,000.00	82,332.81	53,349.92
Net Surplus / (Deficit)		6,657.62	(7,254.09)	2099.90	1,730.75	(3,000.00)	234.18	7,497.97
Unrestricted funds for mission support		(9,956.76)	9,956.76				0.00	0.00
Cash balance 1st April 2023		37,643.99	0.00	8,831.01	2,688.14	3,000.00	52,163.14	44,665.17
Cash balance 31st March 2024		34,344.85	2,702.67	10,930.91	4,418.89	0.00	52,397.32	52,163.14

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Statement of assets and liabilities

Cash funds	Note	Unrestricted	Mission	Conference	Conference Bursary	Student Work	Total Funds 2024	Total Funds 2023
CAF Bank Account		9,307.18	2702.67	0.00	622.75	0.00	12,632.60	40,643.99
CAF Gold Account		25,037.67					25,037.67	0.00
TSB Bank account		0.00	0.00	10,930.91	3,796.14	0.00	14,727.05	11,519.15
Gift aid to be reclaimed		110.48	463.85	0.00	0.00	0.00	574.33	522.17
Subscriptions received in advance		(2,303.75)	0.00	0.00	0.00	0.00	(2,303.75)	(4789.26)
Total assets less liabilities		32,151.58	3,166.52	10,930.91	4,418.89	0.00	50,667.90	47,896.05

Notes to the accounts

1. Conference expenses paid out during 2023-24

	Unrestricted	Conference	Conference Bursary	Total Funds 2024	Total Funds 2023
Deposit for 2025 conference (next financial year)	0.00	1,000.00	0.00	1000.00	3,544.00
Venue Hire for 2024 conference	0.00	10,906.00	1,803.00	12,709.00	13,495.00
Speaker fee	0.00	500.00	0.00	500.00	568.40
Other costs 2024 conference	0.00	1,038.10	0.00	1,038.10	657.80
Total	0.00	13,444.10	1,803.00	15,247.10	18,265.20

2. Day Conference Accounts

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	Unrestricted	Mission	Total Funds 2024	Total Funds 2023
Scotland Day Conference 2023 Delegate fees	1597.09	0.00	1597.089	0.00
Scotland Day Conference 2024 Delegate fees	1325.00	0.00	1325.00	0.00
Scotland Day Conference 2024 Donations	0.00	1638.94	1638.94	0.00
Total receipts	2922.09	1638.94	4561.03	0.00

3. Day Conference receipts and expenditure by event

	Scotland 2023	Scotland 2024	Total funds
Scotland Day Conference 2023 Delegate fees	1597.09	0.00	1597.09
Scotland Day Conference 2024 Delegate fees	0.00	1325.00	1325.00
Total receipts	1597.09	1325.00	2922.09
Scotland Day Conference 2023	1,943.60		1943.60
Scotland Day Conference 2024	0.00	636.26	636.26
Total Expenditure	1943.60	636.26	2579.86
Net Surplus / Deficit	(346.51)	688.74	342.33

4. Mission partner support

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	Unrestricted	Conference	Mission	Total Funds 2024	Total Funds 2023
Simon & Grace Stretton Downes – SIM UK	0.00	0.00	16,077.30	16,077.30	6,252.50
McDonalds – BMS	0.00	0.00	3,560.00	3,560.00	6,252.50
L Smith - Acacia Partnership Trust	0.00	0.00	2,225.00	2,225.00	6,252.50
Tony Giles	0.00	0.00	9,064.80	9,064.80	625.00
SIM UK – Hardyman	0.00	0.00	0.00	0.00	940.00
Chris Barton (Support for Glory)	0.00	0.00	0.00	0.00	1000.00
SIM UK – Trinity Dental School	0.00	0.00	5,087.20	5,087.20	912.50
SIM East Asia – Renju & Serin Trinity Dental School			7837.20	7837.20	0.00
Bridge 2 Aid	0.00	0.00	0.00	0.00	912.50
Dentaid	0.00	0.00	0.00	0.00	912.50
Angus McKeller for Roshan Kharel			1000.00	1000.00	0.00
Elective Support	450.00			450.00	300.00
Total	450.00	0.00	44,851.50	45,301.50	24,360.00

Notes

• i. In this financial year the Stretton Downes family suffered a bereavement. An additional collection was taken to help them with the unexpected costs of having to return to the UK.

• ii. During the year, Neil and Jane MacDonald finished with BMS so payments to BMS have stopped.

• iii. During the year the Acacia Trust made plans to move the dental work in West Africa to a different charity. Consequently, payments to them have stopped.

• iv. CDF member Debbie Hardyman is considered a CDF mission partner and a collection to support her work was made at conference. Unfortunately, she has experienced some procedural issues which means she has not been able to practice so the funds collected for her have yet to be paid across, hence the closing balance on the mission support fund.

• v. Payments for UCCF, ICMDA & Transform Work UK that were considered mission support are now considered running costs and the previous year’s accounts have been restated accordingly.

5. Running Costs

	Unrestricted	Total Funds 2024	Total Funds 2023
Production of Accounts	100.00	100.00	50.00
Administrator’s fees and expenses	6102.89	6102.89	3,184.15

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Insurance	539.72	539.72	539.72
Bank fees	85.00	85.00	72.00
Software licences	664.14	664.14	240.00
Sundry expenses (Transform Work UK)	10.00	10.00	420.12
CDF Promotional materials	2,234.71	2,234.71	445.16
Volunteer Expenses	91.60	91.60	446.70
Council Expenses	989.64	989.64	0.00
Printing Postage and Stationery	1454.96	1454.96	1,809.42
UCCF (Other overheads)	500.00	500.00	500.00
ICMDA (Other Overheads)	1200.00	1200.00	1000.00
Other Overheads	159.00	159.00	0.00
Total	14,131.66	14,131.66	8,707.27

Note The costs for electives now show in the mission support section and the accounts have been restated accordingly. Payments to UCCF, ICMDA and Transform Work UK are now treated as other costs and the previous years accounts have been restated accordingly.

A new account of software licences has been added to these notes and the notes from last year have been restated accordingly.

6. Transactions involving trustees.

Trustees of the charity do not receive any payment for acting as a trustee. Expenses incurred by Trustees are reimbursed based on expenses incurred. The total of such expenses in this year was £989.64.

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CHRISTIAN DENTAL FELLOWSHIP

INDEPENDENT EXAMINER’S REPORT FOR THE YEAR ENDED 31 MARCH 2024

I report on the accounts of the Fellowship for the year ended 31 March 2024 as set out in pages 11-16

Responsibilities of the Trustees and the Examiner:

The charity’s trustees are responsible for the preparation of the accounts. The trustees consider that an audit is not required for the year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed. It is my responsibility to:

• examine the accounts under section 145 of the 2011 Act;

• follow the procedures laid down in the general Directions given by the Charity Commission under section 145 (5)(b) of the 2011 Act; and

• state whether particular matters have come to my attention.

Basis of independent examiner's report

My examination was carried out in accordance with the General Directions given by the Charities Commissioners. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you, as trustees concerning such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a 'true and fair view' and the report is limited to those matters set out in the statement below.

Independent examiner's statement.

In connection with my examination, no matter has come to my attention:

• (1) which gives me reasonable cause to believe that in any material respect the following requirements have not been met:

• to keep accounting records in accordance with section 130 of the 2011 Act and

• to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act

• (2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed:

Chris Smith. FCA

46 Cornflower Way, East Leake, Loughborough. LE12 6TG.

Date:

03 / 09 / 2024

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CDF Report and Accounts 2023-24 V6 DRAFT Title CDF Report and Ac...3-24 V6 DRAFT.pdf File name Document ID 4780a950840d3bd3c905cf06144bdf341a516fb4 Audit trail date format DD / MM / YYYY Status Signed

23 / 08 / 2024 Sent for signature to Karen Paterson ([e-mail]) 11:17:14 UTC+2 and Chris Smith ([e-mail]) from [e-mail] IP: 162.125.31.33 02 / 09 / 2024 Viewed by Karen Paterson ([e-mail]) 12:32:30 UTC+2 IP: 90.218.161.121 02 / 09 / 2024 Signed by Karen Paterson ([e-mail]) 12:33:14 UTC+2 IP: 90.218.161.121 03 / 09 / 2024 Viewed by Chris Smith ([e-mail]) 19:38:37 UTC+2 IP: 81.101.139.174 03 / 09 / 2024 Signed by Chris Smith ([e-mail]) 19:43:35 UTC+2 IP: 81.101.139.174 03 / 09 / 2024 The document has been completed. 19:43:35 UTC+2

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