Zoho Sign Document ID: 4AC954646-XRKQCMHVO8EYUCLCE7ZKQ6HYKYJ9I2OARBQNKY7TKUS
AIMS Annual Financial Statements 2024-2025
Auto Immune and Multiple Sclerosis (A.I.M.S) For the year ended 5 April 2025
Zoho Sign Document ID: 4AC954646-XRKQCMHVO8EYUCLCE7ZKQ6HYKYJ9I2OARBQNKY7TKUS
Contents
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3 Financial Statements
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4 Trustees Report
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6 Independent Examiner's Report
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7 Statement of Financial Activities
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8 Balance Sheet
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9 Notes to the Financial Statements
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AIMS Annual Financial Statements 2024-2025
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Financial Statements
Auto Immune and Multiple Sclerosis (A.I.M.S) For the year ended 5 April 2025
Charity Number
1177907
Registered Office
48 River View, Tarleton, Preston, Lancashire, 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 | Rebecca White (Resigned) |
|---|---|
| James Coates | Janet Voyce (Resigned) |
| Laura Robb | Catherine Rogers (Resigned) |
| Dr Alexander Parker | Samantha MacKenzie (Resigned) |
| Rebecca Doughty | Preeti Jaswal (Resigned) |
| Reema Sandhu | |
| Paul Harvey | |
| Damien Scott |
Bankers
The Co-Operative Bank, 1 Balloon Street, Manchester, M60 4EP
Independent Examiner
Amanda Watt
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AIMS Annual Financial Statements 2024-2025
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Trustees Report
Auto Immune and Multiple Sclerosis (A.I.M.S) For the year ended 5 April 2025
The trustees present their annual report and the financial statements for the year ended 5th April 2025
Governing Instrument
The charity was set up as a charitable incorporated organisation under a governing document registered on 11th April 2018
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.
Objectives 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 the year
The results for the year are set out on page 7.
Review of the Year
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Peer Support Project - We launched this service in 2022, initially training our trustees to deliver the calls, and later recruiting HSCT veterans and training them to deliver the calls too. This initiative has been a great success, with excellent feedback from service users. We plan to extend the service to offer patient advocacy over the next 12 months.
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Grants - We have continued to award grants every quarter. We continue to award travel grants to patients being treated in Mexico but have paused grants to patients opting to be treated in Russia, due to the Russia / Ukraine crisis, and government advice of travel to Russia.
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Star MS Trial - Recruitment for the trial completed in November 2024. A total of 94 patients were recruited and the study results are expected in 2027.
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Trustees - sadly several Trustees left the Board during 2024/25. We recruited 4 new Trustees who all joined the Board w.e.f 1st January 2025.
Future of the charity
Our objectives for the charity’s growth include:
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To continue the growth of our Peer Support Project, which has allowed us to support MS patients from across the world, and to develop other projects including continuing Peer Support calls and advice regarding Hospital appointments where applicable. We plan to expand this service to include a patient advocacy service for patients who wish to discuss HSCT at a neurology appointment – cognitive function can be severely impacted by MS, and our research has confirmed that many patients would value having an AIMS advocate with them at appointments, to ask the right questions and record outcomes.
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To maintain the awarding of grants and ensure sustainability over the long term, primarily by fundraising.
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To seek, apply for 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.
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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 (such as the Scottish HSCT Network) raising awareness of this treatment for people with MS and Autoimmune conditions. To build new relationships with relevant organisations and key people.
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To grow as an organisation by recruiting more trustees with specific skills to aid the charity, as well as volunteers. We also aim to begin to employ staff to support the operational side of the charity.
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To invest a proportion of our general reserves, to generate a return that can help us to develop additional products and services.
Reserves Policy
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AIMS Annual Financial Statements 2024-2025
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Trustees Report
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 2025 would be £18,000. On 5th April 2025 the general reserves were £43,876.75.
{{S:R1}} 22 Jul 2025{{D:R1}}
—----------------------------------- ------------------------------
Alison Coates (Secretary) Date On behalf of the Charity
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AIMS Annual Financial Statements 2024-2025
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Independent Examiner's Report
Auto Immune and Multiple Sclerosis (A.I.M.S) For the year ended 5 April 2025
I report to the trustees on my examination of the accounts of the charity for the period ended 5th April 2025 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.
{{S:R2}} 22 Jul 2025{{D:R2}} —----------------------------------- ------------------------------
Amanda Watt Date Independent Examiner
28 HAVILLANDS PLACE, WYE, ASHFORD, TN25 5GJ
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AIMS Annual Financial Statements 2024-2025
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Statement of Financial Activities
Auto Immune and Multiple Sclerosis (A.I.M.S) For the year ended 5 April 2025
| Statement of Financial Activities Auto Immune and Multiple Sclerosis (A.I.M.S) For the year ended 5 April 2025 |
Statement of Financial Activities Auto Immune and Multiple Sclerosis (A.I.M.S) For the year ended 5 April 2025 |
|---|---|
| 2025 2024 |
|
| Income | |
| Donations & Legacies 10,369.45 6,719.48 |
|
| Grants - 2,000.00 |
|
| Other Trading Activities 8.99 665.55 |
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| Interest Income 310.60 - |
|
| Fundraising Events - 28,912.84 |
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| Cookbook 27.38 41.90 |
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| Total Income 10,716.42 38,339.77 Expenditure |
|
| Charitable Activities | |
| Grants to UK Individuals 1 7,070.00 7,975.00 |
|
| Peer Support Project 875.00 1,075.00 |
|
| Operating Expenses 3,464.64 2,532.81 |
|
| Cookbook Postage (3.70) - |
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| Total Charitable Activities 11,405.94 11,582.81 |
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| Fundraising Event Costs 81.00 34,763.87 |
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| Raising Funds 223.61 696.10 |
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| Total Expenditure 11,710.55 47,042.78 |
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| Gross Profit (994.13) (8,703.01) Administrative Costs |
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| Travel - National 473.58 - |
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| Total Administrative Costs 473.58 - |
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| Net funds (1,467.71) (8,703.01) |
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| Total Funds for the period (1,467.71) (8,703.01) |
1. Grant Payments
Mexico £6400 Russia £0 UK £770 Total £7070
In 2025 we paid grants to 10 UK individuals In 2024 we paid grants to 16 UK individuals
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AIMS Annual Financial Statements 2024-2025
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Balance Sheet
Auto Immune and Multiple Sclerosis (A.I.M.S) As at 5 April 2025
| Balance Sheet Auto Immune and Multiple Sclerosis (A.I.M.S) As at 5 April 2025 |
Balance Sheet Auto Immune and Multiple Sclerosis (A.I.M.S) As at 5 April 2025 |
|---|---|
| 5 APR 2025 5 APR 2024 |
|
| Current Assets | |
| Cash at bank and in hand | |
| AIMS 24,624.71 45,380.94 |
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| GBP PayPal 112.84 20.52 |
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| AIMS - 95 DAY 20,310.60 - |
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| Total Cash at bank and in hand 45,048.15 45,401.46 |
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| Total Current Assets 45,048.15 45,401.46 Creditors: amounts falling due withinone year |
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| Accounts Payable 1,114.40 - |
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| Historical Adjustment 57.00 57.00 |
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| Total Creditors: amounts falling due within one year 1,171.40 57.00 |
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| Net Current Assets (Liabilities) 43,876.75 45,344.46 |
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| Total Assets less Current Liabilities 43,876.75 45,344.46 |
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| Net Assets 43,876.75 45,344.46 Capital and Reserves |
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| Current Year Earnings (1,467.71) (8,703.01) Retained Earnings |
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| Retained Earnings 45,344.46 54,047.47 |
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| Total Retained Earnings 45,344.46 54,047.47 |
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| Total Capital and Reserves 43,876.75 45,344.46 |
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AIMS Annual Financial Statements 2024-2025
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Notes to the Financial Statements
Auto Immune and Multiple Sclerosis (A.I.M.S) For the year ended 5 April 2025
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 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
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AIMS Annual Financial Statements 2024-2025
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Notes to the Financial Statements
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.
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AIMS Annual Financial Statements 2024-2025