APPENDIX I Tn*taes' Annual R•port for the perlod Penod stsrt date Period end date nth Ye8r Vonth 2023 oscr- Day 31 Year 2024 Office of the Scottish Charity Regulator Reference and administration details Charlty n•m• Oth•r nam01 charlty Is known Dementia Friandly Tranent SCIO Reglst•r¢d charity nUrnr Charity's prln¢lpal addres• SC045180 N•mes of th• charfty trust••8 on dat• of approval of Tru$toes' Annual R•port Name of p•r$on (or body) èntltlod to •ppolnt tru$ts• lff •ny) Tru•t•e nam• omc• (11 any) Dat•s acted It not for wholt ye7r 10 11 12 13 14 15 16 17 18 19 20
APPENDIX 1 Reference and administration details Name8 of all Oth ¢harlty trustees during the perlod, Ir any. (for examplo. those Tho roslgned part way through th• flnanclal p•rlod) Name Dates acted ff not for whole year Structure, governance and management Typ• of gov•rnlng do¢um•nt CotU Trustso rncrultm•nt and appolntm•nt Elg¢1od by Trust888 Objectives and activities Charbtabl• purpo1 Enh8n¢e the INes of ople Imng wilh dementia in the Tranenl area. Raise awareness to rninimise the stsgma of etI8 Sn the local community. Support peopla in the hxal mMUn lo rocoJnise the eady symploms of demenb'a. Summary of the main •¢tivitl¢$ In relation to these obJ•cts Opened the G8rden of Refkdion May 2024. Feedba¢k received on the garden has been posthe and th it such a peacefvl garden a1 a welcome addrt to ujr lovm. Dementsa Coffee and Chal dub every week started in April 2024 and is open to people living th Dements 8ndlor their family. carer or lriend.
APPENDIX 1 Achievements and performance Surnmary of the maln achlev•ments of Opening of th& garden and achièving fvnding towards the G8rden of tho charlty durlng Ihe financl•l p8rlod Refiects)n and the Coffee arKI Chat Club. Financial review Brlef stat•mont of th• charfty's pollcy on r•serves Dementia Fnèndty TranI SCIO have no rggLt18r outlays arKI therefore have no need for reserves. Dotalli ol any d•flclt None Donat•d facilities 3nd s•rvlces Ilf any) None
APPENDIX 1 Other optional information Declaration Th• trusts•s doclare that they h•v• approved th? truths, w•port above. Slgn•d on hall of the charlty's trustws. SIgnar•I Full nam•( Posltlon l•.g. Chalrl SooFoFar l? /S125
Dementla Friondly Tranent Statement ol Financial Activities
Demontla Frlendly TTan•nt Statamont of Flnanclal Activities For the Year Ended 31n124 Unrestrfct•d Funds 2024 R•8trl¢tod Fund8 2024 Total 2024 Totsl 2023 Note¥ Income trom: Donations Total Ineome 2475 Expenditure on: Garden of Reflection Coffee &ChBt Club Total Exp0nditure 208 2Q8 11400 25B92 Net Mov8mont In Fund¥ 189251 (8925) {21045) Balance 88 at 118123 15458 15458 Balancg 0$ ot 118124 6534 6534
Nots$ tothe Accounts Forthe Year Endèd 31n123 1-Incom•- Donatlons 2024 Total 2023 Total Picnic in Polson East Lothian Community Lottery Co-op Community Fund Sale of Pebbles 4T1.50 1598.18 150 439.50 1648.22 1560 St Martln8 Men'5 Group &Church 250 100 soo Miller Homes 2- Exp•ndftur•- Oard•n of R•fl•rtlon 2024 Totsl 2023 Total IStonemBson} unedin Stone Travis Perkins 420 145 11914.68 551 5.66 23.87 2800 486 2370 144 285.97 2352 E&bL 08vld OgllvSe Engineering E88t Lothi8n Counc Engineer Irvine Surfacing 9750 221.24 255.95 207.90 400 11400.09 Redhouse Plflnts The Fr83er Centre Fa'3id8 Community Kttch8n The trust888 of the SCIO havè th6 fin81 aLrthofity over howthe funds 818 employed. No rtrmuneraiion wa8 P8id duringthe period to any ch8rty trustee or person connected to 8 irustee. There were no employeos duringthe year. Approved tythe trustees and authorised on their beholf. Signature Print Name Date of Approv81 Li/3/15
Notssto the Accounts For th• Y•aT Endod 31n123 1-Income-Donatlons 2024 Total 2023 Total Picnic in Poi8on East Lothian Community Lottery Co-op CommunityFund 600 439.50 1648.22 477.50 1598.18 150 1560 St Mortins Men's Grou & Church 250 100 500 Miller Homes 2- Exp•ndlturg- Gardon of Rofiactlon 2024 Total 2023 Tot81 David Wellwood IStonemB8onl Dunedin Stone Travis Perkins 420 145 11914.68 5515.66 23.87 2800 486 2370 144 285.97 2352 08vid Ogllvig Engineerlng E88t Lothion Council Groundwork Enginpp.r Irvine Surfaein 9750 221.24 255.95 207.90 Redhouse Plir nts The Fraser Cenire F8'8ide Community Kitchen 258.a The tfU8tees ofthe SCIO have the fin818Uthortyover howthe funds are employed. No remuneration w88 paid duringthe period to any charity Irustèe or person connected to a trustee. There were no employees duringthe year. Approved by the trustees and aLrthorised on their beh81t. Signature Print Name Date of Approv81
APPENDIX 3 OSCR ottish Chanty Regulator Independent examinerfs report on the accounts Roport to th• Charty narne tTUSt•eslmembers ¢f DEMENTIA FRIENDLY TRANENT Reglst•r•d ¢harlty SC045780 number On th• account¥ of the Pedod start date charity lor the perlod Pedod end date Ye¥ 31 2024 sot out on pays Ro8POCtIv• chty's trustee$ are rw0n518 for the WgForatbon of tha accourts In accordanco r•sponsiblSltl•8 of with tha terms of the Chantw arKI Trustee Investment IScotlBndl 2005 Aci and the Irust•es ond oxamlner Chanties AccLxJnts (Scollandl Regulat15 20[ las amendedl. The charity trustee8 consider that the audit requirement ol Reguktion 10111 (tl) of Ihe AuntS R8gulalirs dogs not apply. It is my SpOnsIbl11ty to examine the accounts a5 Tequired under section 44111 {cl ol the Act to stats whether partilar matters have come to my attent. Basls of Indopendont My examinatbn is csrried out in 8Ctordance with Regulation 11 of the 21X)6 Accounts •xamln•V• tat•m•nt ReguLatsons. An examination includes a revièw of th8 accountrng records kept by Ihg honty and a mparIS0n ol the accounts presented w¢th Ihose recOs. It also Indudes consideration of any unusual Items or disdosures in tho accounts and seoks explanations from Ihg trustees conceming any such matters. The procedur88 undert8k&n do not provid8 all the evidenco that woykl be requir8d In an audit 8nd. con8equ8nlly, I tlo not express an audit opinK)n on th8 view gwen by the aCUnts. Ind•p•nd•nt examln•f • In the course of my examination. no matter has come lo my altention l0th8r than that stt•m•nt discb)sed on tho attached pag61 whth gNes me r88sonabl8 cau88 to bal¥6 that in any material respect the requirements.. to keep accwnbng red$ in aco)rdance with seCtn 44111 (a) of the 2005 Act and R8gulalK)n 4 of the 2006 Accounts ReguL4tsons, and to prepare accounts which ac£ord with the aOunting rerS and comply with RegUlatn 9 of the 2006 Aco)unts Regulations have not been met, or 2. to vthich. in my opinion. 8tt8ntion should be drawn in order to enable a proper ur)18 to be reached. Slgned: Name: Rolovant prof055ional qualifi¢atlon{sl or body {If any).. 11/A//2 4- Addross: lease dÈt6ts tho %w)rdB kn thB L¥ackds rfIW r¥A 11 doak. S4LQkA niattets wtrjch Iiave corne lo your allenlioD on Ihe frllwng
APPENDIX 3 Disclosure section Onty compiete rfthe 8xaminer needs to htghluht material problems. Glvo horo brlof dgtalls of any items that the examin wishes to dlsclose