PALZ UK — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 8 July 2020
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £2,914
Latest expenditure: £2,964
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: Yes

Public contact address: YEW TREE COTTAGE, LONGNOR, SHREWSBURY, SY5 7PP

Website recorded by the regulator: www.palzuk.org.uk (displayed as text)

02 Activities

What the charity does

Provides stimulating talks, in a work type environment, for those in the early stages of dementia(from whatever cause) together with their supporters, including opportunities for questions and discussion; arranges group visits to places of interest; creates opportunities for social interaction with like minded people, from challenging and demanding work backgrounds who just happen to have dementia

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 23 January 2026
Date Accounts Received: 23 January 2026
Total Gross Income: £2,914
Total Gross Expenditure: £2,964

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 26 January 2025
Date Accounts Received: 26 January 2025
Total Gross Income: £2,924
Total Gross Expenditure: £2,535

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 9 January 2024
Date Accounts Received: 9 January 2024
Total Gross Income: £6,718
Total Gross Expenditure: £2,409

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 25 January 2023
Date Accounts Received: 25 January 2023
Total Gross Income: £1,315
Total Gross Expenditure: £1,266

Fin Period Start Date: 8 July 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 20 December 2021
Date Accounts Received: 20 December 2021
Total Gross Income: £1,570
Total Gross Expenditure: £198

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 23 January 2026
Total Gross Income: £2,914
Total Gross Expenditure: £2,964
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 5

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 26 January 2025
Total Gross Income: £2,924
Total Gross Expenditure: £2,535
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 7

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 9 January 2024
Total Gross Income: £6,718
Total Gross Expenditure: £2,409
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 10

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 25 January 2023
Total Gross Income: £1,315
Total Gross Expenditure: £1,266
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 7

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 8 July 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 20 December 2021
Total Gross Income: £1,570
Total Gross Expenditure: £198
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 5

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Shropshire
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

07 Official extract

Charity Event History

Charity Name: PALZ UK
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2020-07-08T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CIO - FOUNDATION Registered 08 Jul 2020 as amended on 18 Oct 2024 as amended on 18 Oct 2024
Charitable Objects: The object of the CIO is for the public benefit, the relief and assistance of people who are now living with Alzheimer’s (or dementia from other causes), by offering a social environment of peer support and mental challenge which will provide self-respect, confidence, mental stimulation and involvement to those who attend and their supporters

09 Official extract

Charity Other Names

Charity Name Id: 713808
Charity Name Type: Working name
Charity Name: PALZ

Charity Name Id: 631019
Charity Name Type: Previous name
Charity Name: PALZ UK

Charity Name Id: 631258
Charity Name Type: Previous name
Charity Name: PROFESSIONALS WITH ALZHEIMER'S UNITED KINGDOM

10 Official extract

Charity Policy

Policy Name: Conflicting interests

Policy Name: Social media policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Complaints handling

Policy Name: Volunteer management

Policy Name: Trustee expenses policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Risk management

Policy Name: Engaging external speakers at charity events policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures