OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2024-09-30-accounts

Bike the UK for MS

Annual Report and Financial Statements

For the Period

From 01/10/2023 to 30/09/2024

Registered Charity Number: 1172717

Bike the UK for MS Period from 1 October 2023 to 30 September 2024

CONTENTS

CHARITY INFORMATION 2
TRUSTEE’S ANNUAL REPORT 3
STRUCTURE, GOVERNANCE AND MANAGEMENT 5
TRUSTEES' RESPONSIBILITIES STATEMENT 6
INDEPENDENT EXAMINER’S REPORT 7
STATEMENTS OF FINANCIAL ACTIVITY 8
BALANCE SHEET 9
NOTES TO THE FINANCIAL STATEMENTS 10

1

Bike the UK for MS Period from 1 October 2023 to 30 September 2024

CHARITY INFORMATION

Trustees

Mr Donald Fraser Chairman, appointed 24 April 2017 Mr Peter Whateley Mr Robert Morris Mrs Nicolla Tanguy Mr Richard Kessell

Registered Office Copperfields, Seale Lane, Puttenham, Surrey, GU3 1AX Charity Registration 1172717 Bankers Lloyds Bank 75 Castle St Farnham GU9 7LT

2

Bike the UK for MS Period from 1 October 2023 to 30 September 2024

TRUSTEE’S ANNUAL REPORT

The Trustees present their annual report and financial statement for the period from 1 October 2023 to 30 September 2024 giving the results of Bike the UK for MS.

OBJECTIVES

In setting objectives and planning for activities, the Trustees have given due consideration to general guidance published by the charity commission relating to public benefit and in particular to its supplementary public benefit guidance.

Bike the UK for MS has three main objectives: raising awareness and promoting Multiple Sclerosis, providing relief and assistance to those living with the disease and their families and to advance knowledge and research about the disease to one day ‘Stop MS’.

REVIEW OF ACTIVITIES

The primary focus for the period of 2023-24 was to maintain and improve the charity’s support for the MS community, while adapting to an increasingly competitive fundraising landscape. Our strategy centred on organising multi-day cycling challenges across the UK, including both new and established events. These rides served the dual purpose of raising vital funds and engaging participants with the mission to fight MS.

Alongside our physical rides, we supported external fundraisers and virtual challenges to diversify participation and revenue streams. In a continued effort to ensure that our impact reached those living with MS, we worked in partnership with the MS Society to provide grants to local groups. These grants supported initiatives such as physiotherapy and exercise sessions, respite activities, and wellbeing support for people with MS and their families.

A growing area of our work was the development of accessible cycling sessions, using adapted bikes in safe, inclusive settings. These sessions proved especially valuable in promoting mobility, reducing isolation, and creating joyful shared experiences for participants living with MS. We look forward to continuing and expanding these sessions in future years.

Our work throughout the year would not have been possible without the vital contribution of volunteers. From leading cycling challenges and supporting riders on the road, to assisting with trip logistics, outreach, and fundraising efforts, volunteers played a central role in delivering our mission. Their commitment and enthusiasm significantly expanded our capacity to run events safely and effectively, while fostering the sense of community that defines our work. While we do not place a 3

Bike the UK for MS Period from 1 October 2023 to 30 September 2024

monetary value on this contribution in the financial statements, the charity deeply values the time, skills, and passion our volunteers bring. We estimate that over 2,500 hours of volunteer time were dedicated to our activities during the year.

FINANCIAL REVIEW

Financial Position

Total income for the year was £99.5k. This was primarily driven by donations and fundraising by our volunteer cyclists (£53.2k), Gift Aid (£4.5k), and generous grant support (£41.8k), including £39.5k from our US-based partner charity, Bike the US for MS.

Total expenditure for the year was £103k. Of this, £56.5k was spent directly on charitable activities including our awareness-raising cycling events, accessible cycling sessions, and grants to the MS Society. The remaining £46.5k covered the costs of fundraising and donor engagement.

The year closed with a net deficit of £3.5k, bringing our total funds to £30.8k (of which £2.25k is restricted). Despite the modest shortfall, the charity remains in a stable financial position.

Surplus and Reserves Policy

Bike the UK for MS ideally aims to maintain reserves equivalent to 12 months of salary expenditure and initial outlay for the following year’s events. As of year-end, we held unrestricted reserves of £28.5k, representing approximately 8 months of salary cover and the trustees were comfortable with this. The Trustees continue to review this position annually to ensure financial sustainability.

Assessment of Going Concern

The Trustees recognise ongoing uncertainty in the fundraising environment due to rising living costs and donor fatigue. We also saw a decline in rider registrations for the 2023–24 season. However, efforts are underway to revitalise interest through refreshed event formats, improved marketing, and increased grant-seeking. Given the charity’s current reserves and funding pipeline, the Trustees believe Bike the UK for MS is well-positioned to continue operations and have therefore prepared these accounts on a going concern basis.

Future Developments

In 2024–25, the charity will introduce a new pricing model and updated summer challenge calendar aimed at improving accessibility and increasing participation. The charity will continue to diversify its income streams by pursuing new grant opportunities and corporate partnerships, while deepening its engagement with past

4

Bike the UK for MS Period from 1 October 2023 to 30 September 2024

riders and MS groups. We will also scale up our accessible cycling programme, with five sessions planned across the UK in collaboration with MS Society groups.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Constitution

Bike the UK for MS is a Charitable Incorporated Organisation (CIO). The charity was incorporated as a CIO on 24 April 2017.

The principal object of the charity are for public benefit: to promote and advance health; to provide relief and assistance to those suffering with health problems and their families; to advance and promote knowledge in health and to advance research into health sciences, in particular but without limitation in relation to Multiple Sclerosis.

Method of Appointment of Trustees

The management of the charity is the responsibility of the Trustees who are elected and co-opted under the terms of the constitution. They are appointed to ensure the board has the right mix of skills and experience to best serve the charity with its strategy.

5

Bike the UK for MS Period from 1 October 2023 to 30 September 2024

TRUSTEES' RESPONSIBILITIES STATEMENT

The Trustees are responsible for preparing the Trustees' report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England & Wales requires the Trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources of the charity for that period. In preparing these financial statements, the Trustees are required to:

The Trustees are responsible for keeping proper accounting records that are sufficient to show and explain the charity's transactions and disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the trust deed. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

This report was approved by the Trustees, on 29 July 2025 and signed on their behalf by:

……………………………………………..

Mr Donald Fraser (Chairman)

6

Bike the UK for MS Period from 1 October 2023 to 30 September 2024

INDEPENDENT EXAMINER’S REPORT

FOR THE PERIOD FROM 1 October 2023 TO 30 SEPTEMBER 2024

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30 September 2024.

Responsibilities and Basis of Report

As the charity's trustees, 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 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent Examiner’s Statement

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

  1. the accounting records were not kept in accordance with section 130 of the Charities Act; or

  2. the accounts did not accord with the accounting records; or

  3. the accounts did 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.

Signed: ………………………………………. Dated: 29/07/2025 Georgina Dean ACA

7

Bike the UK for MS Period from 1 October 2023 to 30 September 2024

STATEMENTS OF FINANCIAL ACTIVITY

NOTE
INCOME FROM:
Donations and legacies
Other trading activities
TOTAL INCOME
2
EXPENDITURE ON:
Raising funds
Charitable activities
TOTAL EXPENDITURE
3

Net movement in funds
RECONCILIATION OF FUNDS
Total funds brought
forward
Total funds carried
forward
Unrestricted
funds
Restricted
income
funds
Total
funds
Prior
Year
funds
£
£
£
£
97,213
2,250
99,463
95,261
-
-
-
-
97,213
2,250
99,463
95,261
46,496
-
46,496
48,033
56,511
-
56,511
66,958
103,007
-
103,007
114,991
(5,794)
2,250
(3,544)
(19,730)
34,302
-
34,302
54,032
28,508
2,250
30,758
34,302

8

Bike the UK for MS Period from 1 October 2023 to 30 September 2024

BALANCE SHEET

BALANCE SHEET
Restricted
Unrestricted Income Total this Total
NOTE funds funds year last year
£ £ £ £
Fixed assets
Tangible assets 6 - -
-
- -
Total fixed assets - - - -
Current assets
Debtors 7 205 - 205 11,524
Prepayments and Accrued
Income 8 7,890 - 7,890 4,453
Cash at bank and in hand 9 21,943 2,250 24,193 31,570
Total current assets 30,038 2,250 32,288 47,547
Creditors: amounts falling
due within one year 10 1,530 - 1,530 13,245
Net current
assets/(liabilities) 28,508 2,250 30,758 34,302
Total assets less current
liabilities 28,508 2,250 30,758 34,302
Total net assets or
liabilities 28,508 2,250 30,758 34,302
Funds of the Charity
Restricted Income funds 11 - 2,250 2,250 -
Unrestricted funds 11 28,508 - 28,508 34,302
Total funds 28,508 2,250 30,758 34,302

The financial statements were approved by the board of trustees and authorised for issue on 29 July 2025 and are signed on its behalf by:

……………………………………………..

Mr Donald Fraser (Chairman)

9

Bike the UK for MS Period from 1 October 2023 to 30 September 2024

NOTES TO THE FINANCIAL STATEMENTS

1. Principal Accounting Policies

1.1. Basis of Preparation

The financial statements have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their financial statements in accordance with the Financial Reporting Standard applicable in the United Kingdom and the Republic of Ireland (FRS102) (effective 1 January 2019), the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS102) and the Charities Act 2011.

Bike the UK for MS constitutes a public benefit entity as defined by FRS102.

1.2. Going Concern

The accounts presented have been prepared on a Going Concern basis.

1.3. Income

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

Grants and donations are only included in the SoFA when the general income recognition criteria are met (5.10 to 5.12 FRS102 SORP).

In the case of performance related grants, income must only be recognised to the extent that the charity has provided the specified goods or services as entitlement to the grant only occurs when the performance related conditions are met (5.16 FRS 102 SORP).

Gift Aid receivable is included in income when there is a valid declaration from the donor. Any Gift Aid amount recovered on a donation is considered to be part of that gift and is treated as an addition to the same fund as the initial donation unless the donor or the terms of the appeal have specified otherwise.

Government grants are recognised at the fair value of the asset received or receivable when there is reasonable assurance that the grant conditions will be met and the grant will be received.

The value of any voluntary help received is not included in the accounts, but is described in the trustees’ annual report.

10

Bike the UK for MS Period from 1 October 2023 to 30 September 2024

1.4. Expenditure

Liabilities are recognised where it is more likely than not that there is a legal or constructive obligation committing the charity to pay out resources and the amount of the obligation can be measured with reasonable certainty.

Where the charity gives a grant with conditions for its payment being a specific level of service or output to be provided, such grants are only recognised in the SoFA once the recipient of the grant has provided the specified service or output.

Where there are no conditions attaching to the grant that enables the donor charity to realistically avoid the commitment, a liability for the full funding obligation must be recognised.

The charity made no redundancy payments during the reporting period. No material item of deferred income has been included in the accounts.

1.5. Tangible fixed assets and depreciation

Individual fixed assets costing more than £500 are capitalised at cost and are depreciated over their estimated useful lives on a straight line basis as set out below.

Depreciation rates are as follows:

Computer Equipment over 3 years

1.6. Debtors

Debtors (including trade debtors and loans receivable) are measured on initial recognition at settlement amount after any trade discounts or amount advanced by the charity. Subsequently, they are measured at the cash or other consideration expected to be received.

1.7. Creditors

The charity has creditors which are measured at settlement amounts less any trade discounts. No material item of deferred income has been included in the accounts.

1.8. Cash at Bank and in hand

Cash at bank and in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

11

Bike the UK for MS Period from 1 October 2023 to 30 September 2024

1.9. Foreign Exchange

Transactions in currencies other than the functional currency (foreign currency) are initially recorded at the exchange rate prevailing on the date of the transaction.

Monetary assets and liabilities denominated in foreign currencies are translated at the rate of exchange ruling at the reporting date. Non-monetary assets and liabilities denominated in foreign currencies are translated at the rate ruling at the date of the transaction.

12

Bike the UK for MS Period from 1 October 2023 to 30 September 2024

2. Analysis of Income

Analysis
Donations
and
legacies:
Donations and gifts
Gift Aid
General grants provided
by government/other
charities
Sponsorships which are in
substance donations
TOTAL INCOME
Unrestricted
funds
Restricted
Income
funds
Total
funds
Prior Year
£
£
£
£
53,213
-
53,213
63,203
4,476
-
4,476
7,318
39,524
2,250
41,774
23,841
-
-
-
899
97,213
2,250
99,463
95,261

13

Bike the UK for MS Period from 1 October 2023 to 30 September 2024

3. Analysis of Expenditure

Restricted
Unrestricted
Expenditure
Total
funds funds funds
Prior
Year
Analysis £
£
£ £
Expenditure
on raising
Incurred seeking donations 36,333
-
36,333
37,587
funds: Incurred seeking grants 8,613
-
8,613
7,634
Advertising, marketing and
publicity 1,043
-
1,043
1,413
Insurance 507
-
507 488
Website development costs - - - 911
Total expenditure on
raising funds 46,496
-
46,496
48,033
Expenditure
on charitable
Grants to MS Society 1,530
-
1,530
10,000
activities Host Donations -
-
- 320
Bike the UK for MS -
Awareness Raising Mission 54,981
-
54,981
56,638
Total expenditure on
charitable activities 56,511
-
56,511
66,958
TOTAL EXPENDITURE 103,007
-
103,007
114,991
4. Staff Costs
This year Prior Year
£ £
Salaries and wages 83,989 74,565
Social Security Costs - -
Pension costs 2,146 1,776
Total staff costs 86,135 76,341
This year Prior
Number Year
Average head count in
the year 2 3
Total
2 3
We were also supported by two unpaid full time volunteers in the year.

14

Bike the UK for MS Period from 1 October 2023 to 30 September 2024

5. Grantmaking

Analysis of Grants Paid
MS Society Projects & Local
Groups
Challenge Host Donations
Total
6. Tangible Fixed Assets
Cost:
As at 1 October 2023
Additions
As at 30 September 2024
Depreciation:
As at 1 October 2023
Charged for the year
As at 30 September 2024
Net Book Value:
As at 30 September 2023
As at 30 September 2024
Grants to
institutions
Total
Prior Year
£
£
£
1,530
1,530
10,000
Grants to
institutions
Total
Prior Year
£
£
£
1,530
1,530
10,000
-
-
320
1,530
1,530
10,320
Computer
Equipment
Total
£
£
792
792
-
-
792
792
792
792
-
-
792
792
-
-
-
-

15

Bike the UK for MS Period from 1 October 2023 to 30 September 2024

7. Debtors

Analysis of debtors
Bike the US for MS
HMRC - Gift Aid
Total
. Prepayments and Accrued Income
Analysis of prepayments
Inventory
Prepayments
Accrued Income
Total
Analysis of debtors
Bike the US for MS
HMRC - Gift Aid
Total
. Prepayments and Accrued Income
Analysis of prepayments
Inventory
Prepayments
Accrued Income
Total
This year
Prior Year
£
£
-
11,524
205
-
205
11,524
Amounts falling due within one year
This year
Prior Year
£
£
2,350
2,289
502
-
5,038
2,164
7,890
4,453

8. Prepayments and Accrued Income

9. Cash at bank and in hand

Cash at bank and in hand
Total
This year
Prior Year
£
£
24,193
31,570

24,193
31,570

16

Bike the UK for MS Period from 1 October 2023 to 30 September 2024

10. Creditors

Analysis of creditors
Accruals for grants payable
Taxation and social security
Total
Amounts falling due within one year
This year
Prior Year
£
£
1,530
10,000
-
3,245
1,530
13,245

11. Statement of Funds

Summary of Funds - Current Year


Unrestricted Funds
Restricted Funds
Total Funds
Balance at
30 September
2023
Income
Expenditure
Balance at
30 September
2024
£
£
£
£
34,302
97,213
(103,007)
28,508
-
2,250
-
2,250
34,302
99,463
(103,007)
30,758

12. Transactions with Related Parties

The trustees received no remuneration for their services in the current or previous year.

During the year, Bike the UK for MS received a total of £39,524 in grants (2023: £23,841) from Bike the US for MS. The balance outstanding at year end was £0 (2023: £11,524).

17