The Josie Sara Charity for Dementia Wellbeing

Charity number: 1178209
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Charity's main activity is to provide ideas for the improved design of care and accommodation for people with dementia.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £1,031
Total expenditure: £390

People

3 Trustee(s)

2 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Disability
  • Accommodation/housing
  • Environment/conservation/heritage
  • Economic/community Development/employment
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Provides Services
Where the charity operates:
  • Throughout England

Governance

Registration history:
  • 02 May 2018: CIO registration
Organisation type:
CIO
Other names:
  • THE JOSEPHINE SARA FOUNDATION (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Risk management
  • Volunteer management
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
ANTONIA SARA-KELLY BA Chair 24 April 2018
None on record
MARGARET SCOTT B.SC ACA Trustee 24 April 2018
None on record
SALLY JANE WHELAN BSC Trustee 24 April 2018
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £317 £43 £77 £407 £1.03k
Total expenditure £822 £35 £103 £392 £390
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 24 October 2024 On Time
Accounts and TAR 31 March 2024 24 October 2024 On Time
Annual return 31 March 2023 12 December 2023 On Time
Accounts and TAR 31 March 2023 12 December 2023 On Time
Annual return 31 March 2022 28 September 2022 On Time
Accounts and TAR 31 March 2022 28 September 2022 On Time
Annual return 31 March 2021 25 August 2021 On Time
Accounts and TAR 31 March 2021 25 August 2021 On Time
Annual return 31 March 2020 10 August 2020 On Time
Accounts and TAR 31 March 2020 10 August 2020 On Time
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Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CIO - FOUNDATION Registered 02 May 2018 as amended on 21 Feb 2024

Charitable objects

THE RELIEF OF ELDERLY PEOPLE WITH DEMENTIA BY BUILDING AND OPERATING A CARE HOME.

Contact information

Address:
35 Caldy Road
West Kirby
WIRRAL
CH48 2HF
Phone:
07857682755
Email:
info@josiesaracharity.org
Website:

www.josiesaracharity.org Open in new window