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2021-04-05-accounts

Zoho Sign Document ID: 1CRB1GNZG6D7VII6F00SOOLMCC5ZCMDHPKOTRA-HCNO

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Auto Immune & Multiple Sclerosis (AIMS) Charity Number: 1177907

Financial Statements for the year ended 5th April 2021

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Zoho Sign Document ID: 1CRB1GNZG6D7VII6F00SOOLMCC5ZCMDHPKOTRA-HCNO

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Auto Immune and Multiple Sclerosis (AIMS)

Charity Name Auto Immune & Multiple Sclerosis (AIMS)
Charity Number 1177907
Contact Address 48 River View
Tarleton
Preston
PR4 6EQ
Governing Document The charity was set up as a Charitable
Incorporated Organisation under a
governing document registered on
11th April 2018.
Contact Mrs Alison Coates
Trustees Alison Coates
James Coates
Rebecca White
Laura Robb
Philippa Charman
Preeti Jaswal
Ann Wilson
Damien Scott
Janet Voice
Adrian Berkeley
Trustee Resignations Mark Rye (2020)
Patrick McCormack (2021)
Bankers The Co-Operative Bank
1 Balloon Street
Manchester
M60 4EP
Independent Examiner Mindy Watt

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Auto Immune and Multiple Sclerosis (AIMS)

The trustees present their annual report and the financial statements for the year ended 5th April 2021.

Governing instrument

The charity was set up as a charitable incorporated organisation under a governing document registered on 11th April 2018.

Objects and Public Benefit

The charity is set up to preserve and protect the health of patients suffering from MS and Autoimmune disease in the UK by providing and assisting in the provision of signposting, advice, support services and grants with particular emphasis (but not by way of limitation) on those seeking HSCT (Haematopoietic Stem Cell Transplant).

Results for year

The results for the year are set out on page 5.

Review of the year

During this year we have continued to have a lot of success in encouraging many more of our supporters to raise money on behalf of AIMS. This has included walks, marathons and birthday fundraisers. We are hoping to develop a Peer Support Project and are exploring funding streams for this. Our travel grants have commenced and we have increased the number of these for patients pursuing HSCT in the UK, Russia and Mexico over the year. Even throughout Covid we were able to award 5 travel grants to people having HSCT. Our social media links and website have been updated not only to raise awareness of HSCT but to communicate and support more closely with our members and anyone requiring advice or support. We have a number of regular payments from supporters to assist funding and our relationships with the centres we endorse continue to gain strength. Alison, James, Paddy and Becky previously (2019) conducted interviews in both Russia and Mexico with the teams providing HSCT which have now been included on our website for further support and information to our members. We continue to expand our relationship with the MS Society and other charitable organisations.

Future of the charity

To continue the development of our Peer Support Project, and to develop other projects including support calls and advice regarding Hospital appointments where applicable. To maintain the awarding of grants and ensure sustainability over the long term, primarily by fundraising. Also to seek, apply and obtain further grants applicable to developing and sustaining new and existing Projects which will be kept separately to the provision of funds for support and travel grants for HSCT. To maximise our fundraising efforts and maintain and expand our relationship with the facilities who treat MS patients with HSCT and the MS Society, MS Trust and other organisations raising awareness of this treatment for people with MS and AutoImmune conditions. To grow as an organisation and employ staff.

Reserves Policy

The trustees have established the level of reserves (that is those funds that are freely available) that the charity ought to have. Reserves are needed to bridge the funding gaps between expenditure and receiving income from fundraising and donations. The trustees have established a reserves policy for unrestricted reserves, whereby, in order to enable the charity to operate effectively they aim to have twelve months worth of expenditure in general fund reserves.

The trustees therefore consider that the ideal level of reserves as at 5th April 2021 would be £ 12,000. On 5th April 2021 the general reserves were £ 46,688.

Risk assessment

The charity has reviewed, and systems have been established to mitigate those major risks to which the charity is exposed. In particular with regard to future funding income, new avenues are being explored on a regular basis, including raising awareness of the charity's profile to the general public.

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Auto Immune and Multiple Sclerosis (AIMS)

Statement of Trustees Responsibilities

Charity law requires the trustees to prepare financial statements for each financial period which give a true and fair view of the financial activities of the charity for that period and of its financial position at the end of the period.

In preparing those financial statements, the trustees are required to:

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the financial statements comply with the Charities Act 2011. 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.

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Alison Coates (Secretary)

On behalf of the charity

DateÎ

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Auto Immune and Multiple Sclerosis (AIMS)

Independent Examiner's Report to the Trustees of Auto Immune and Multiple Sclerosis (A.I.M.S.)

I report to the trustees on my examination of the accounts of the charity for the period ended 5th April 2021 which are set out on pages 5 and 6.

Responsibilities and basis of report

As the charity 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 can 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.

18/01/2022

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Mindy Watt

28 HAVILLANDS PLACE, WYE, ASHFORD, TN25 5GJ

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Auto Immune and Multiple Sclerosis (AIMS)

Statement of Financial Activities

Note
Income from:
Donations and legacies
2
Other trading activities
3
TOTAL INCOME
Expenditure On:
Charitable Activities
4
Raising Funds
5
TOTAL EXPENDITURE
NET INCOME
Transfer between funds
Total Funds Brought
forward at 6th April 2020
Total Funds carried
forward at 5th April 2021		 Unrestricted
Restricted
Total Funds
Funds
Funds
2021
2020
£
£
£
12,706
0
12,706
13,499
3,611
0
3,611
1,574
16,317
0
16,317
15,073
6,481
0
6,481
10,506
216
0
216
965
6,697
0
6,697
11,471
9,620
0
9,620
3,602
0
0
0
0
9,620
0
9,620
3,602
37,068
0
37,068
33,466
46,688
0
46,688
37,068

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Auto Immune and Multiple Sclerosis (AIMS)

Balance Sheet as at 5th April 2021

Note 2021 2020
£ £
Fixed Assets 7 0 0
Current Assets
Debtors 0 0
Bank
Balance 8 46,688 37,608
Liabilities falling due
within one year
Accruals 9 0 540
Total Net
Assets 46,688 37,068
The funds of the
charity
Unrestricted 46,688 37,068
Restricted 0 0
46,688 37,068
Approved by the board of Trustees on ____ and signed on its behalf by

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Alison Coates James Coates
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The notes on pages 7 to 9 form part of these accounts

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Auto Immune and Multiple Sclerosis (AIMS)

Notes to the Financial Statements for the period ended 5th April 2021

Accounting policies

The financial statements have been prepared in accordance with the applicable accounting standards and the Statement of Recommended Practice "Accounting and Reporting by Charities'' (SORP 2015 FRSI 02). The financial statements have been prepared under the historical cost convention.

Funds

General funds represent the funds of the charity that are not subject to any restrictions regarding their use and are available for application on the general purposes of the charity at the discretion of the trustees. Funds designated for a particular purpose by the charity are also unrestricted.

Restricted funds are funds received which are subject to specific conditions imposed by the donors.

Transfers of funds are made to recognise the release of restricted funds or to meet expenditure not covered by restricted income.

The accounts include all transactions, assets and liabilities for which the charity is held responsible in law.

Income

Income from Charitable Activities

Income from charitable activities is accounted for when receivable by the charity to the extent that the amount is expected to be received.

Income from investments

Interest is accounted for when received. Tax recoverable on such income is recognised in the same accounting year.

Expenditure

Charitable activities

This includes all costs relating to the activities of the charity and those activities that whilst are fundraising in nature, are also relating to the objects of the charity.

The management and administration of the charity is carried out by the trustees.

Tangible Fixed Assets and Depreciation

Fixtures, fittings and office equipment

Assets used within the charity are currently owned by the trustees personally. New equipment with a purchase price of £l000 or less are written off when the asset is acquired.

Current Assets

Amounts owing to the charity at 5th April 2021 are shown as debtors less provision for amounts that may prove uncollectible.

Value Added Tax

The charity is not registered for VAT. Any tax that is paid on the supply of goods and services is charged with the appropriate expense to "Expenditure On".

Reserves Policy

The trustees intend to ensure that there are sufficient reserves to cover the running costs of the charity for a period of approximately 12 months at any one time

Investment Policy

Much of the income of the charity is irregular and uncertain, hence the need to keep funds readily available, therefore the charity invests surplus funds in short term cash deposits with banks or building societies.

Zoho Sign Document ID: 1CRB1GNZG6D7VII6F00SOOLMCC5ZCMDHPKOTRA-HCNO

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Auto Immune and Multiple Sclerosis (AIMS)

Notes to the Financial Statements

For the Year Ended 5th April 2021

Note
2
Donations and Legacies
Donations
3
Other Trading Activities
Fundraising Events
Fundraising Commission
4
Charitable Activities
`
Grants to 5 UK individuals
(2020,10)
Hotel and travel
Meeting
Professional fees
Website/IT
Insurance
Subscriptions
Accountant/ Ind Expert
Sundry
5
Raising Funds
Fundraising Expenses
Card processing fees
Registration fees		 Unrestricted
Restricted
Total Funds
Funds
Funds
2021
2020
12,706
0
12,706
13,499
12,706
0
12,706
13,499
0
0
0
1,574
3,611
0
0
0
3,611
0
0
1,574
5,000
0
5,000
5,289
0
0
0
3,202
0
0
0
350
136
0
136
150
921
0
921
428
274
0
274
327
0
0
0
40
150
0
150
540
0
0
0
180
6,481
0
6,481
10,506
0
0
0
0
0
0
0
743
216
0
0
222
0
0
0
0
216
0
0
965

Zoho Sign Document ID: 1CRB1GNZG6D7VII6F00SOOLMCC5ZCMDHPKOTRA-HCNO

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Auto Immune and Multiple Sclerosis (AIMS)

Notes to the Accounts for the Year Ended 5th April 2021

6 Staff Costs

During the year the charity had no employees. The trustees received no remuneration during the period

The trustees were reimbursed expenses during the year of £752 (2020 :£2,678).

There are no other items to be disclosed.

7 Tangible fixed assets.

The charity has use of office equipment and assets owned by the trustees at no cost to the charity.

8 Bank Balances 2021 2020
£ £
Co-operative bank-
current account 46,688 37,608
`
9 Liabilities 2021 2020
£ £
Accruals 0 540

10 Fund Balances

General Funds
Restricted Funds		 2020
Income
Expenditure Gains/Losses
2021
£
£
£
£
£
37,068
16,317
6,697
0
46,688
0
0
0
0
0
37,068
16,317
6,697
0
46,688