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2025-03-31-accounts

REGISTERED CHARITY NUMBER: 1171437

Report of the Trustees and

Unaudited Financial Statements for the Year Ended 31 March 2025

for

Alzheimer Cafe Isle of Wight

Kilby Fox Chartered Accountants 4 Pavilion Court 600 Pavilion Drive Northampton Business Park Northampton Northamptonshire NN4 7SL

Alzheimer Cafe Isle of Wight

Contents of the Financial Statements for the Year Ended 31 March 2025

Page
Report of the Trustees 1 to 2
Independent Examiner's Report 3
Statement of Financial Activities 4
Balance Sheet 5
Notes to the Financial Statements 6 to 10
Detailed Statement of Financial Activities 11 to 12

Alzheimer Cafe Isle of Wight

Report of the Trustees for the Year Ended 31 March 2025

The trustees present their report with the financial statements of the charity for the year ended 31 March 2025. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

OBJECTIVES AND ACTIVITIES

Significant activities

The Alzheimer Café Isle of Wight is proud to report another landmark year in our support of those affected by dementia. This year, we have been continuing to develop the UK's first Alzheimer Café that operates all day from Monday to Friday and is based at the Isle of Wight's only Dementia Resource Centre, where information, support and guidance about dementia can be found all under one roof at Parklands Cowes. Our Community Café has become a welcoming space where individuals affected by dementia-whether before or after diagnosis- can come together, along with their families, carers, and healthcare professionals, to socialise and find support and information in a community of shared experiences.

Public benefit

At Alzheimer Café Isle of Wight, we strive to create environments that provide not only emotional and social support but also educational resources and professional guidance.

We ran seven monthly Alzheimer Cafes across the Island in 2024/25, with 1,975 visits from people and their families affected by dementia.

Alzheimer Café IOW provides education about dementia for professionals, volunteer organisations, care home staff, businesses, services, and the general public.

Parklands is a 'one stop shop' for information, support, and signposting, somewhere everyone can feel safe and find a break from daily routine for a while. Parklands also houses many other services, including:

" hairdressing

" chiropody

" audiology

" massage

" art and woodworking workshops

" clinical psychology

" debt and benefit advice

These services are regularly growing in number and evolving as time goes on.

STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document

The charity is controlled by its governing document, a deed of trust and constitutes an unincorporated charity.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number

1171437

Principal address

38 Solent View Road Cowes Isle of Wight PO31 8JY

Trustees

L Kirk P Thompson E Pearson J Blackmore J Clarke

Page 1

Alzheimer Cafe Isle of Wight

Report of the Trustees for the Year Ended 31 March 2025

REFERENCE AND ADMINISTRATIVE DETAILS

Independent Examiner

Kilby Fox Chartered Accountants 4 Pavilion Court 600 Pavilion Drive Northampton Business Park Northampton Northamptonshire NN4 7SL

Key Developments

The vision for Alzheimer Café Isle of Wight has been shaped through a unique partnership with the local community and organisations, leading to the creation of the IW Dementia Strategy, first published in 2022 and currently under review. This strategy was a collaborative effort with contributions from Alzheimer Café IW, Carers IW, Age UK IW, Healthwatch IW, Independent Arts, Mountbatten, IWC Adult Social Care, and the IW NHS Trust.

Since our inception in 2009, we have been dedicated to providing education and support to those living with dementia. The establishment of Parklands marks a significant milestone as it is the first and only dementia hub on the Isle of Wight, offering continuous support throughout the week.

Community Impact

Nearly 3,000 people on the Isle of Wight have been diagnosed with dementia. Our project is designed to benefit anyone affected by dementia, including those with a diagnosis, those awaiting diagnosis, individuals experiencing early memory challenges, and their families, friends, and carers.

Conclusion

The Alzheimer Café Isle of Wight remains committed to supporting those affected by dementia through education, social engagement, and professional services. Our dedicated volunteers and collaborative community efforts continue to drive our mission forward, ensuring that our new and existing projects are sustainable and impactful for everyone involved.

During 2024/25 we have made significant strides in our strategic objectives and remain committed to delivering long-term sustainability to people affected by dementia in our Island community.

We look forward to another year of growth, community engagement, and continued support for individuals with dementia and their loved ones.

We thank our guests who have visited all our cafes across the Island, our dedicated staff, partners across all sectors and our army of dedicated volunteers, for their continued support and look forward to another successful year ahead.

Approved by order of the board of trustees on ............................................. and signed on its behalf by:

........................................................................ Trustee

Page 2

Independent Examiner's Report to the Trustees of Alzheimer Cafe Isle of Wight

Independent examiner's report to the trustees of Alzheimer Cafe Isle of Wight

I report to the charity trustees on my examination of the accounts of Alzheimer Cafe Isle of Wight (the Trust) for the year ended 31 March 2025.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').

I report in respect of my examination of the Trust's accounts carried out under Section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under Section 145(5)(b) of the Act.

Independent examiner's statement

Since your charity's gross income exceeded £250,000 your examiner must be a member of a listed body. I can confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales, which is one of the listed bodies.

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Trust as required by Section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and 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 independent 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.

Frances Tebbutt ACA FCCA FMAAT The Institute of Chartered Accountants in England and Wales

Kilby Fox Chartered Accountants 4 Pavilion Court 600 Pavilion Drive Northampton Business Park Northampton Northamptonshire NN4 7SL

Date: .............................................

Page 3

Alzheimer Cafe Isle of Wight

Statement of Financial Activities

for the Year Ended 31 March 2025

Unrestricted
funds
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
331,665
Other trading activities
2
-
Investment income
3
12,918
Total
344,583
EXPENDITURE ON
Other
249,549
NET INCOME
95,034
Transfers between funds
9
41,733
Net movement in funds
136,767
RECONCILIATION OF FUNDS
Total funds brought forward
80,606
TOTAL FUNDS CARRIED FORWARD
217,373
Restricted
funds
£
35,800
12,387
-
48,187
25,997
22,190
(41,733)
(19,543)
45,896
26,353
2025
Total
funds
£
367,465
12,387
12,918
392,770
275,546
117,224
-
117,224
126,502
243,726
2024
Total
funds
£
220,525
-
-
220,525
202,311
18,214
-
18,214
108,288
126,502

The notes form part of these financial statements

Page 4

Alzheimer Cafe Isle of Wight

Balance Sheet

31 March 2025

Unrestricted
funds
Notes
£
FIXED ASSETS
Tangible assets
6
122,573
CURRENT ASSETS
Debtors
7
23,503
Cash at bank and in hand
76,455
99,958
CREDITORS
Amounts falling due within one year
8
(5,158)
NET CURRENT ASSETS
94,800
TOTAL ASSETS LESS CURRENT
LIABILITIES
217,373
NET ASSETS
217,373
FUNDS
9
Unrestricted funds
Restricted funds
TOTAL FUNDS
Restricted
funds
£
-
-
26,353
26,353
-
26,353
26,353
26,353
2025
Total
funds
£
122,573
23,503
102,808
126,311
(5,158)
121,153
243,726
243,726
217,373
26,353
243,726
2024
Total
funds
£
-
-
126,502
126,502
-
126,502
126,502
126,502
80,606
45,896
126,502

The financial statements were approved by the Board of Trustees and authorised for issue on ............................................. and were signed on its behalf by:

............................................. Trustee

The notes form part of these financial statements

Page 5

Alzheimer Cafe Isle of Wight

Notes to the Financial Statements for the Year Ended 31 March 2025

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Taxation

The charity is exempt from tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

Hire purchase and leasing commitments

Rentals paid under operating leases are charged to the Statement of Financial Activities on a straight line basis over the period of the lease.

Pension costs and other post-retirement benefits

The charity operates a defined contribution pension scheme. Contributions payable to the charity's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.

Page 6

Alzheimer Cafe Isle of Wight

Notes to the Financial Statements - continued for the Year Ended 31 March 2025

2. OTHER TRADING ACTIVITIES

Training income
3.
INVESTMENT INCOME
Rents received
Deposit account interest
2025
£
12,387
2025
£
12,911
7
12,918
2024
£
-
2024
£
-
-
-

4. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 March 2025 nor for the year ended 31 March 2024.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 March 2025 nor for the year ended 31 March 2024.

5. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

Unrestricted
funds
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
68,525
EXPENDITURE ON
Other
20,211
NET INCOME/(EXPENDITURE)
48,314
RECONCILIATION OF FUNDS
Total funds brought forward
32,292
TOTAL FUNDS CARRIED FORWARD
80,606
Restricted
funds
£
152,000
182,100
(30,100)
75,996
45,896
Total
funds
£
220,525
202,311
18,214
108,288
126,502

Page 7

Alzheimer Cafe Isle of Wight

Notes to the Financial Statements - continued for the Year Ended 31 March 2025

6. TANGIBLE FIXED ASSETS

Improvements
to
Plant and
property
machinery
£
£
COST
Additions
107,493
9,003
NET BOOK VALUE
At 31 March 2025
107,493
9,003
At 31 March 2024
-
-
7.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade debtors
8.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade creditors
Taxation and social security
Other creditors
9.
MOVEMENT IN FUNDS
Net
movement
At 1.4.24
in funds
£
£
Unrestricted funds
General fund
80,606
95,034
Restricted funds
Training Fund
1,409
(3,623)
Parklands
44,487
-
Garden Fund
-
18,194
Choir Fund
-
2,619
IT Fund
-
5,000
45,896
22,190
TOTAL FUNDS
126,502
117,224
Computer
equipment
£
6,077
6,077
-
2025
£
23,503
2025
£
3,204
1,248
706
5,158
Transfers
between
funds
£
41,733
2,754
(44,487)
-
-
-
(41,733)
-
Totals
£
122,573
Totals
£
122,573
Totals
£
122,573
122,573
-
2024
£
-
2024
£
-
-
-
-
At
31.3.25
£
217,373
540
-
18,194
2,619
5,000
2024
£
-
2024
£
-
-
-
-
26,353
243,726

Page 8

Alzheimer Cafe Isle of Wight

Notes to the Financial Statements - continued for the Year Ended 31 March 2025

9. MOVEMENT IN FUNDS - continued

Net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Restricted funds
Training Fund
Garden Fund
Choir Fund
IT Fund
TOTAL FUNDS
Incoming
resources
£
344,583
12,387
22,800
3,000
10,000
48,187
392,770
Resources
Movement
expended
in funds
£
£
(249,549)
95,034
(16,010)
(3,623)
(4,606)
18,194
(381)
2,619
(5,000)
5,000
(25,997)
22,190
(275,546)
117,224

Comparatives for movement in funds

At 1.4.23
£
Unrestricted funds
General fund
32,292
Restricted funds
Training Fund
75,996
Parklands
-
75,996
TOTAL FUNDS
108,288
Comparative net movement in funds, included in the above are as follows:
Incoming
resources
£
Unrestricted funds
General fund
68,525
Restricted funds
Training Fund
-
Parklands
152,000
152,000
TOTAL FUNDS
220,525
Net
movement
At
in funds
31.3.24
£
£
48,314
80,606
(74,587)
1,409
44,487
44,487
(30,100)
45,896
18,214
126,502
Resources
Movement
expended
in funds
£
£
(20,211)
48,314
(74,587)
(74,587)
(107,513)
44,487
(182,100)
(30,100)
(202,311)
18,214

Page 9

Alzheimer Cafe Isle of Wight

Notes to the Financial Statements - continued for the Year Ended 31 March 2025

9. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined position is as follows:

Unrestricted funds
General fund
Restricted funds
Training Fund
Parklands
Garden Fund
Choir Fund
IT Fund
TOTAL FUNDS
At 1.4.23
£
32,292
75,996
-
-
-
-
75,996
108,288
Net
movement
in funds
£
143,348
(78,210)
44,487
18,194
2,619
5,000
(7,910)
135,438
Transfers
between
funds
£
41,733
2,754
(44,487)
-
-
-
(41,733)
-
At
31.3.25
£
217,373
540
-
18,194
2,619
5,000
26,353
243,726

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Restricted funds
Training Fund
Parklands
Garden Fund
Choir Fund
IT Fund
TOTAL FUNDS
Incoming
resources
£
413,108
12,387
152,000
22,800
3,000
10,000
200,187
613,295
Resources
Movement
expended
in funds
£
£
(269,760)
143,348
(90,597)
(78,210)
(107,513)
44,487
(4,606)
18,194
(381)
2,619
(5,000)
5,000
(208,097)
(7,910)
(477,857)
135,438
Resources
Movement
expended
in funds
£
£
(269,760)
143,348
(90,597)
(78,210)
(107,513)
44,487
(4,606)
18,194
(381)
2,619
(5,000)
5,000
(208,097)
(7,910)
(477,857)
135,438
(7,910)
135,438

10. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 March 2025.

Page 10

Alzheimer Cafe Isle of Wight

INCOME AND ENDOWMENTS
Donations and legacies
Donations
Grants
Other trading activities
Training income
Investment income
Rents received
Deposit account interest
Total incoming resources
EXPENDITURE
Support costs
Management
Wages
Training
Cafe venue hire
Food Cafe's round the Island
Rates and water
Insurance
Light and heat
Telephone
Postage and stationery
Advertising
Sundries
Food Parklands
Repairs and maintenance
Volunteer expenses
Administration charges
Website fees
Accountant charges
Professional fees
Travel
Leasehold improvements
Capital expenditure
IT software and consumables
Choir expenses
Garden expenses
Cleaning Parklands
Detailed Statement of Financial Activities
for the Year Ended 31 March 2025
2025
£
237,465
130,000
367,465
12,387
12,911
7
12,918
392,770
166,935
16,954
2,697
1,082
320
4,022
7,829
1,690
1,896
8,767
6,073
15,623
2,413
-
7,200
-
1,000
11,821
1,271
-
57
9,348
381
4,606
3,281
275,266
2024
£
68,525
152,000
220,525
-
-
-
-
220,525
8,122
73,016
2,813
3,217
-
1,949
-
204
1,892
8,832
345
-
564
699
8,075
2,850
1,223
1,111
803
78,638
7,958
-
-
-
-
202,311

This page does not form part of the statutory financial statements

Page 11

Alzheimer Cafe Isle of Wight

Detailed Statement of Financial Activities for the Year Ended 31 March 2025

Detailed Statement of Financial Activities
for the Year Ended 31 March 2025
Management
Finance
Bank charges
Total resources expended
Net income
2025
£
280
275,546
117,224
2024
£
-
202,311
18,214

This page does not form part of the statutory financial statements

Page 12