The Hampshire Dyslexia Association
IRe8lStered Charity Number 2650621
Tru5tees' Annual Report and
Financial Ststements
31" March 2024

Hampshire Oyslexia Association
Index to Financial Ststements
For the year ended 31. Marth 2024
Page No:
Legal and AdmFnistration Detsils
Report of the Trustees
Independent Examinerfs Report
ststement of Financial Activities
Balance Sheet
10 Notes to the Accounts

Hampshire Dyslexia Association
Trustees, Annual Report
For the year ended 31" March 2024
Legal and administrative details
Trustees
Susan McKenna (Chair)
Jane Gaudie
Mavis Kerrigan (resigned 9, September 20231
Jan Cuerden
Helen Beesley
Julia Barber
Sarah Evans (resigned 9, September 20231
D￿W Greenwell (resigned 9 September 20231
Karen Cousins
Bruce Gaudie
Edwina Cole
Francis McKenna
The position of President is vacant.
Principal Office
Crosby Hall.
21 Ridgeway.
8roadstone.
Dorset
BH18 8DY
Govefning Instrument
Const4tution Irevised and adopted 14, June 20171
Charity Re8iStration
265062
Independent Examiner
Carl Olsson MA {Cantsbl. ACI8, OipFS, MBA,
Bay Tree Cottage,
White Rose Lane,
Wokin
GU22 7JX
Bankers
Barclays Bank UK PLC.
Leicester.
LE87 2BB
CCtA
One Angel Lane.
London
EC4R 3A8

Hampshire DYsle￿a Assooation
Trustees. Annual Report
For the year ended 31" March 2023
Strutture. Governance and Management
Constitution
The Hampshire Dyslexia Association IHOAI (The Charity) is a registered charity, Charity Commission
number 265062. The charity was founded in the 1970s and is governed by its revised constitution
adopted on 14, June 2017 and as further amended on Il, September 2018.
Ooanisation
The Trustees form the main governing body and meet at least six times per year. The day-to-day
management of the charity is undertaken by the management committee comprising all the trustees
and coopted members of the charity with relevant specialist skills. They are assisted by Brogenna, a
services firrn providing meeting and membership administration.
Recruitment and Training of Trustees
It is the policy of the trustees to recruit new trustees as necessary to support the charity's activities.
New trustees are coopted from the membership and their appointments are confirmed at the next
Annual General Meeting. Trustees are provided with the guidance on the nature of trusteeship
issued by the Charity Commission. All trustees are encouraged to undertake appropriate continuing
professional development and the charity may cover reasonable costs.
Risk Management ststement
The trustees a￿ responsible for the assessment and management of risk. This is set out in the
charity's risk policy. HDA'S activities for manv yea￿ have been the holding of event5 covering topics
useful to its members, providing information and SiEnposting through its helpline and delivering
services to members. These activities afe provided by knowledgeable members of the Management
Committee and external experts. The charity's funds are maintsined in two financial institutions with
controls in place as called for by the constitution and the institutions. Additional controls have been
developed since the charity's cash assets increased substantially in the last financial year. The charity
has no staff or premises. The charity has third party insurance cover.
Objects. Aims and Objectives
The HDA'S charitsble objects are set out in its constitution. These objects all relate to the topics of
dyslexia, related learning difficulties and neurodiversity, through artivities such as membership
services, holding and providing information to the public, holding meetings (via Zoom or Webinarsl,
assisting any other bodies financially in the pursuit of such objectives and the promotion of research
into dyslexia.

Hampshire Dyslexia Association
Trustees, Annual Report Icontinuedl
For the year ended 31" March 2024
The aim of the charity is to be a recognised and ￿liable force in explaining dyslexia and to promote
and develop a ranEe of useful interventions in Hampshire and the Isle of Wight
With the receipt of substantial new funding in the last financial year, HDA'S objectives have broaden
with its strategic outlook. A programme of grant giving was pursued during the year with various
levels of fundin8 being provided to applicants who share the charity's aims of explaining dyslexia, to
encourage professionals who are working within the fields of Special Educational Needs and
neurodiversity and to indiwduals in serious need. To this effort, the charity has added capacity
building to its specifrc interests, having identified the need to improve the skills and knowledge of
teachers and increase the number of professionals engaged in SEN remediation.
Achievements and Performance
The result for the year was a deficit of £17.668 Iprevious year surplus £208,4S91, based on incoming
resources of £10,2721£238,9941- This defiut would have been greater but for a refund of a grant
given in the previous year of £I5,C￿. The trustee5 plan deficits of about £40,(KXI to £50,(LKI per
year. In this way, the donation of £236.545 received from Stsnbridge Earls School Trust lin
liquidation) ISESTI. which was described in detsil in last year's report, will be distributed in a timely
manner. This donation was part of the final distribution of the SEST'S resources and it has now
ceased to exist.
Gross grant funding of £36.4501£28,0861 but shown net of the £15,fXXI refund in the Statement of
Financial Artivit5es, was disbursed during the year for projects approved by the Trustees. During the
year. further funding was given to a charity, closely aligned to HDA. which arfanges and carries out
full diagnostic assessments on children and young persons identified as being financially restricted.
HDA has made a forward commitment to support this charity fof the next two financial years.
committing £20,IKXI per year. The other principal recipient of funding is a dynamic literacy charity in
Gosport. In addition to these larger grants. smaller amounts of funding were granted to professionals
to develop skills and explore innovative learning methods.
There was a substantial increase in bank interest receipts, £9,136 against £966 the previous year, and
this income has been added to the charity's unrestrirted fund. As a result. its bursary fund ha5 been
intreased and during the year £2.335 was allocated to pay for assessments for individuals meeting
laid-down criteria. These criteria apply to adults as well as young persons. The opportunity offered
by the bursary fund will be more actlvity promoted in the current year.
During the year. a revamping of the HDA website was stsrted, with funding frorn the SEST donation.
The tharity carried on with its other activities during the year in addition to attivities related to the
SEST funding. Therefore. the traditional affiliation with the British Dyslexia Association IBDAI was
maintained, the BDA magazine. CtMtort, and the HDA Newsletter was sent to members and the
helpline was in operation. The trustees held an away-day meeting in September 2023 to review the
achievements funded by the SEST funding and to explore additional strategic options. Some of the
consequences of these discussions are covered in this report.

Hampshire Dyslexia Ass(xiation
Trustees, Annual Report Icontinuedl
For the year ended 31" March 2024
Looking ahead, therefore, HDA will continue on its strdtegy with its five main headings. There will be
some regrouping of activities within this structure to recognise the need for capacity building. This
will focus the HDA on addressing some of the deficits, in the judgement of the Trustees, in the
provision for Dyslexic people in the charivs geographical area:
l. Assessments- expansion of the chariws bursary fund projett to fund 3s5essments for
children on restrirted means.
2. Training- a rangè of interventions will be considered, from funding INSET days to the
development of individual skills and qualifications in support of the charity's objectives and
develop much needed capaoty to deliver appropriate training interventions.
3. The provision of assistive technology as it improves the life chances of individuals and group
outcomes.
4. Individual projerts targeting specific areas of need, either carried out by the charity or
through grants made to schools and other organisations sharing the charity's objects.
5. Renewal of HDA'S MIS￿on and set-up, preparing the charity for thanges in its operating
environment. For example. upgrading its website and adjusting to changes being made by
the British Dyslexia Association affecting the affiliation status of Local Dyslexia Associations.
Finanthal Revlew
Financial overview
The Ststement of Financial Activity is on page 8 of this ststement. Totsl receipts for the year amount
to £25.27212023; £238,994) and totsl expenditure £42.94012023; £30,353). The deficit for the year
was £17.66812023: £208,459 surplus) which decreased reserves at year end to £197,565. Of these
funds. £50,(X)O is restricted and £147,565 unrestricted and available to the trustees.
Reserves Policy
The charity does not maintsin premises, employ staff or engage in activities which would lead to
regular operational expenditure. On this bas15. the Trustees believe the maintenance of large
reserves unnecessary and intend to utilise unrestrÈcted reserve funds in a timely manner, perhaps
over three years. Firstly. because the charity is obligated to disburse charitsble funds received
without undue delay. Secondly, suth is the scale of the deficits noted earlier in this report that the
sooner remediation can begin the better the life chances of the charivs service users. This policy
will be kept under review in a developing situation.
Public benefit
The Trustees consider that the tharity satisfies the requirements of settion 4 of the Charities Act
120111. in that its charitsble purpose aligns with the relief of those in need by reason of youth. age,
ill-health. disability, financial hardship or other disadvantage. This public benefit is served by the
information helpline, free to all, thfough the charitys training and assessment Servi￿$, and by its
tsrgeted grant making tompatible with its charitsble objects.

Hampshire Dyslexia Association
Trustees, Annual Report Icontinuedl
For the year ended 31" March 2024
Going concern
The trustees are of the opinion that the charity has adequate resources to continue operations for
the foreseeable future and that there are no uncertsinties regarding the charity's ability to do so.
Statement of Trustee5' Responsibilities
The trustee5 are responsible for preparing the trustees, report and the financial statements in
accordance with applicable law and United Kingdom Accounting Standards Iunited Kingdom
Generally Accepted Accounting Practisel.
The law applicable to charities in England and Wales requires the trustee5 to prepare financial
statements for each financial year which give a true and fair view of the stste of affairs of the charity
and of the intoming resources and application of resources of the charity for that. In preparing these
financial statements. the trustees are required to:
selert suitsble accounting policies and then apply them consistendy,
Observe the methods and principles of the Charities SORP.
Make judgments and estimates that are reasonable and prudent,
stste whether applicable atcounting standards have been followed, subject to any material
departures disclosed and explained in the financial ststements.
Prepare the financial statements on an ongoing concern basis unless it is inappropriate to
presume that the charity will continue in business.
The trustees are responsible for keeping proper accounting records that disclose with reasonable
accuracy at any time the financial position of the charity and enable them to ensure the financial
statements comply with the Charities Art 2011, the Charity (Accounts and Reports) Regulations 2tM)8
and the provisions of the HDA'S constitution. They are also responsible for safeguarding the assets of
the charity and hence for tsking reasonable steps for the p￿vention and detection of fraud and
other irregularities.
Approved by the trustees on 17th July 2024 and signed as èuthorised on their behalf by,.
Susan McKenna
Jane Gaudie
Chair
Vice-chair

Independent Examiner's Report to the
Trustees of the Hampshire Dyslexia Association
I report to the charity trustees on my examination of the accounts of the charity for the year ending
31st March 2024 which are set out on pages 7-11.
Respettive responsibilities of trustees and examiner
I report in respect of my examination of the accounts carried out under settion 145 of the 2011 Act
and in carrying out my examination, I have followed all the applicable directions given by the Charity
Commission under section 145151 B of the Act.
Independent exarniners statement
I have completed my examination. I confimi that no rnateri31 matters have come to my attention in
connection with the examination which gives me cause to believe that in any material respect..
the accounting fecords were not kept in accordan￿ with section 139 of the Charities Act or
the accounts did not accord with the accounting records or
the accounts did not comply with the applicable requirements concerning the form aftd
content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other
than any requirement that the accounts give a "true and fair" view which is not a matter
considered as part of an Èndependent examination.
I have no concerns and have come across no other matters in connection with the examination to
which attention should be drawn in this report in order to enable a proper understanding of the
accounts to be reached.
Carl Olsson MAICantabl. ACIB, DipFS, MBA
Independent Reviewer
Date

Hampshire Dyslexia Association
Statement of Financial Artivities
For the year ended 31" March 2024
2024
2023
Total
Incom•
Donation5
197
197
236,613
meMbe￿IP subscnpbon5
1,415
Meetings & worksh¢¥
59
59
Bank lrterest
9,136
9,136
966
TO￿ Incomlng Resources
10.272
10,272
238,994
Exp￿dI￿re
Charrtable Expenthtyre.
Grants Inoie 21
Websrte deVdoP￿￿t
Sundry
Adrninistrati¥e & Governance.
Mernbership fees
InsuTan¢e
Meetings & Workshops
Office Expenses
Travel
21.450
599
21,450
599
2,335
28,086
2.335
445
149
987
1.674
149
445
149
987
1,674
301
435
157
1.030
336
491
152
Totsl Charltable ExpendTrtuM 5,739
22.201
30,535
Net incoming reswr¢es
4.533
122.2011
117,F&81
208.459
Fund balarKes blfvld
6.938
158.297
50,C4JO
215,233
6,774
Fund balances ¢ll*

Hampshire Dyslexia Association
Balance Sheet
For the year ended 31 March 2024
2024
2023
Curr•nt Asset•
Cash in Bank and In Hand."
COIF deposit ￿COUnts
Bardays Bank
PayP
1￿.352
10.955
258
182.436
32.797
Net CurrentAss•ts
Funds
Unre5thcted Fund
DeSi￿ated Fund
Restricted Fund
11.469
1%.096
6.936
15B.297
50,ory)
197.565
215.233
Approved by the Trustees on 17th July 2024 and signed as authorised on their behalf by
Susan McKenna
Jane Gaudi
Chair
Vice(hair

Hampshire Dyslexia Association
Notes to the Financial Accounts
Year ended 31. March 2024
l.Accounting Policies
al Basis of Accounting
The financial statements have been prepared and a receipts and payments basis and in accordance
with Accounting and Reporting by Charities.. Ststement of RecommÈnded Practise applicable to
charities preparEng their accounts in accordance with the Financial Reporting Standard applicable in
the UK and Republic of I￿land IFRS 1021 revised January 2022.
bl Going Concern
The trustees consider there a￿ no material uncertainties about the funds ability to continue as a
going concern. The review of our financial position, reserves level and future plans give trustees
confidence the charity rernains a going concem for the foreseeable future.
cl Legacies, Donations and Grants
Donations are recognised when receivable or when the fund becomes legally entitled to them and
they can reasonably measured in finartcial terms.
dl Taxation
As a registered charity, HDA a￿ exempt from income tax corporation tax and capitsl gains tsx
derived from its charitsble artivities.
el Expenditure
Direct charitable expenditure consists of all committed expenditu￿ directly relating to the objects of
the charity. Office costs indude general administration. external professional secreLirial services and
expenditure on management and compliance with constitutional and statutory reqU1￿mentS.
fl Fund Accounting
Unrestricted funds comprise accum4Jlated surpluses and interest received on bank balances. Thev
are available for use at the dsscretion of the trustees in furtherance of the general charitable objerts.
Designated funds are funds set aside by the trustee for specific purposes. Restricted funds are used
for specific purposes as stated by the donor.
gl Cash and Cash Equivalents
Cash and cash equivalents includes cash and short term liquid investments with short term maturity
of three months or less from the date of acquisition or opening of the deposit or similar account.
h) Estimates and Judgments
Estimates and judgments are continually evaluated and are based on historical experience and other
factors, including expectations of future events that ère believed to be reasonable under the
circumstafttes. AlthouRh these estimates are based on the trustees, best knowledge of the amount,
events or actions, actual results ultimately differ from these estimates.
io

il Financial Instruments
The charity only has financial assets and financial liabilities of a kind that qualify as basic financial
instruments. Basic financial instruments, induding trade and other debtors and creditors are initially
recognised at transaction value and subsequently measured at their settlement value.
kl Cash Flow Statement
In accordance with Sertion 7.IB of FRS 102. the charity is claiming exemption from the requirement
to prepare a cash flow st3tement on account of its size.
2 Analysis of Grants- from designated funds
2024
2023
Jan Cuerden Tutors
360
410
Helen Arkell Dyslexia Charity
Literacy Hub. Portsmouth
20,(KK)
5,795
6,881
Hampshire Youth Offendin8 Team
ANND
115,(X(Il'
1S,CQO
720
Dekko Comics
1,450
Individual Training & Development Grants
4,380
21,4SO
28,086
The grant made to Hampshire Youth Offending Team in 2023 was returned during the year to 31"
March 2024.
3 Restritted Funds
Opening Balance
Incoming
Outgoing
Balance at 31"
I" April 2023
Resources
Resources
March 2024
SEST
50.(XX)
s0,cKK)
4 Designated Funds
SEST
158,297
15,CKK)
37,201
136.096
The entire donation from SEST, less the restricted element of £50,(K#J, in a designated fund. Grants
and administr3tÈve expenses relating to these grants will be dedutted from this fund.
li

51 Ultimate Controlling Party
The charity was under the control of the Trustees during the period under review.
61 Allocation of Assets
Current
Current
Assets
Liabilities
Totsl
Restricted Funds
NIL
50.IM)
Designated Fund5
136,096
NIL
136,096
UnrestriLted Funds
11,469
NIL
11.469
Totsl Net Assets
197,565
NIL
197.565
Prlor Year:
Restritted Funds
NIL
50.¢XKI
Designated Funds
158,297
NIL
158,297
Unrestricted Funds
6,936
NIL
6,936
Total Net A55ets
215.233
NIL
215,233
71 Transaction with Trustees
Two trustees received a total of £61012023- £410) to delFver trainir4g oft behalf of the charity.
Trustees claimed a totsl of £30212023- £491) in trdvel expenses in connection with attending
meetings and assessing projects.
12