## **Trustees’ Annual Report for the period** **From 1-4-24 to 31-3-25** ## **Charity name: MEMORY LANE CAFE CALDERDALE** ## **Charity registration number: 1178595** ## **Objectives and Activities** ||SORP
reference|| |---|---|---| |Summary of the purposes
of the charity as set out in
its governing document|Para 1.17|**1) For the public benefit to relieve the needs of**
**people affected by dementia living in West**
**Yorkshire, principally in Calderdale, by providing**
**facilities for recreation and socialisation in the**
**interests of social welfare and providing, support,**
**information and practical advice primarily via**
**regular memory café sessions.**
**2) To promote social inclusion for the public**
**benefit by preventing people from becoming**
**socially excluded, relieving the needs of those**
**people who are socially excluded and assisting**
**them to integrate into society.**
**For the purpose of this clause ‘socially excluded’**
**means being excluded from society, or parts of**
**society, as a result of one of more of the following**
**factors: unemployment; financial hardship; youth**
**or old age; ill health (physical or mental);**
**substance abuse or dependency including**
**alcohol and drugs; discrimination on the grounds**
**of sex, race, disability, ethnic origin, religion,**
**belief, creed, sexual orientation or gender re-**
**assignment; poor educational or skills**
**attainment; relationship and family breakdown;**
**poor housing (that is housing that does not meet**
**basic habitable standards; crime (either as a**
**victim of crime or as an offender rehabilitating**
**into society).**| |Summary of the main
activities in relation to
those purposes for the
public benefit, in particular,
the activities, projects or
services identified in the
accounts.|Para 1.17
and 1.19|**Our core activity is the provision of “pop-up”**
**cafes in Halifax (twice per month) and Sowerby**
**Bridge (twice per month). These provide support,**
**advice and information for people affected in any**
**way by dementia, other memory issues and social**
**isolation. The cafe sessions offer the opportunity**
**to get involved in games, quizzes, activities etc as**
**well as meeting friends and enjoying the social**| |||**benefits of conversation etc. The cafes usually**
**feature live musical entertainment which**
**encourages members to get involved in singing**
**and dancing. We also welcome visiting**
**professionals and other VCSE organisations (who**
**can talk individually with people about various**
**issues and concerns).**
**Overall, in the 2024/25 year, the cafe in Halifax**
**attracted an average of 67 visitors per operating**
**day and the Sowerby Bridge cafe an average of**
**80 visitors per operating day.**
**Aside from the regular cafe sessions we**
**organised a variety of day trips for members. In**
**summary, we ran:-**
•
**10 days out on narrowboats**
•
**2 summer day visits to Blackpool and**
**Lytham for lunch, tram trip and afternoon**
**tea**
•
**2 winter day visits to a Blackpool hotel for**
**lunch and entertainment**
•
**1 day out on a steam train & visit to garden**
**centre**
•
**1 visit to a farm centre**
•
**1 visit to a theatre**
•
**1 afternoon tea/music event as a**
**fundraiser for Overgate Hospice**
**We were also able to raise awareness and funds**
**through participation in various public events .**
**We attended 13 such events in 2024/25.**| |---|---|---| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**We confirm that the trustees have had regard to**
**the guidance issued by the Charity Commission**
**on public benefit**| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|**We are not a grant-making body**| |Policy on social investment
including program related
investment|Para 1.38|**As explained in the Financial Review**
**section, we have previously achieved a**
**financial surplus year-on-year since we**
**were founded as a voluntary community**
**group in 2016 (and thence becoming a**
**Charity in 2018). Recognising our**
**growing bank balance we took a decision**
**to invest more of this surplus cash to**
**enhance what we provide through our**
**cafe operations (by investing in relevant**
**equipment, funding entertainment etc).**
**We've also used some of the surplus to**| |||**expand the opportunities for recreation**
**and socialisation by organising (and**
**partly funding) trips out to local**
**attractions and events. Apart from the**
**general social benefits to all users of**
**such trips, they also give isolated**
**individuals the opportunity to get out and**
**visit places (where they would otherwise**
**find it difficult, impossible or simply**
**unattractive to do alone). This was**
**especially important as people gradually**
**emerged from the COVID restrictions of**
**the previous years.**| |---|---|---| |Contribution made by
volunteers|Para 1.38|**All of our services are provided by**
**volunteers which include:-**
•
**the running of our regular cafes**
•
**external events (e.g. trips out)**
•
**fund-raising and awareness-**
**raising activities**
•
**general support to our members**
**Volunteer hours actually expended in**
**2024/25 can be broken down as follows:-**
•
**2000 hours on the regular cafes**
•
**600 hours on day trips**
•
**200 hours on external funding and**
**awareness-raising events**
•
**1500 hours on planning and day-**
**to-day management of the Charity**| |Other||| ## **Achievements and Performance** SORP reference **1. First key achievement is the continued reliable provision of our cafe sessions each month for an increasing number of visitors** Summary of the main **following the trials of Lockdowns. Overall, in** Para 1 achievements of the **the 2024/25 year, these cafes (Halifax and** charity, identifying the **Sowerby Bridge) attracted an overall average** difference the charity’s **of 74 visitors per operating day.** work has made to the **Broadly, around a third of visitors have a diagnosis** circumstances of its **of dementia, around a third are their carers at home** beneficiaries and any **(e.g.husband, wife, son, daughter), and around a** wider benefits to society **third are socially isolated in some way. Our cafes** as a whole. **provide a safe and welcoming space for people with dementia and give informal respite to their carers (who also benefit from the peer support of others in similar circumstances). Socially isolated people enjoy the social aspects of the cafe and have the chance to make new friendships (through getting out of the house and meeting others). Our policy of not limiting attendance to those affected by** - **dementia widens the range of contacts and experiences available to people affected by dementia in some way. It has also helped to inform unaffected people about dementia and its various challenges..** **2. Second key achievement is the continuation of a programme of trips to local attractions and events. Apart from the general social benefits to all users of such trips, they also give isolated individuals the opportunity to get out and visit places (where they would otherwise find it difficult, impossible or simply unattractive to do alone). During 2024/25 we organised:-** **10 days out on narrowboats 2 summer trips to Blackpool & Lytham 2 winter trips to Blackpool for hotel entertainment 1 day on a steam train & garden centre 1 visit to a farm centre 1 visit to a theatre 1 afternoon tea/music event (as a fundraiser for the local Overgate Hospice)** **We also encouraged various of our members to visit other dementia cafes, clubs etc to expand their social connections.** **3. Third key achievement is our awareness and fund raising activities at a variety of external events such as information fairs, summer galas etc. We attended 13 such events in 2024/25.** ## **Additional information (optional)** You may choose to include further statements where relevant about: - **Our 2024/25 objectives were to:-** Achievements against objectives set - Para 1.41 - **reliably provide the cafe sessions –** _**achieved**_ - • **organising trips out for members –** _**achieved**_ - **tackling isolation –** _**achieved through engagement with individuals at our cafes and external events**_ - **providing carer respite through cafes etc –** _**achieved through the support provided at our cafes and external events**_ - • **providing information/support –** _**achieved through our cafes and our involvement at external awareness-raising events**_ - **working together with other organisations –** _**achieved through involving other organisations at our cafes, having direct committee involvement in relevant local groups, giving support to other**_ |||**_emerging organisations and the_**
**_mutual development of joint_**
**_initiatives._**| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|**We aim to combine awareness and**
**fundraising throughout the year. Part of**
**this is achieved through attendance at**
**fairs and other external events. We also**
**operate a “Friends of Memory Lane”**
**scheme inviting individuals to make**
**regular payments. Income from this**
**scheme over the year was £1914.**| |Investment performance
against objectives|Para 1.41|**We have set aside £12000 to act as a**
**contingency fund against unforeseen**
**future challenges. This was invested with**
**CAF and was worth £12341.79 at the end**
**of 2024/25.**| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|**Over the year, our income was £44974.88**
**against expenditure of £43135.45. As**
**described in our comments on Policy on**
**Social Investment (above) we aim to use**
**up some of our accumulated financial**
**surplus. Consequently, our budget for the**
**2024/25 year projected a shortfall through**
**subsidising some activities.**
**However, over the year attendance at our**
**cafes increased markedly from pre-**
**COVID levels. This led to annual cafe**
**revenue increasing from £11287 to**
**£14818.33. In addition we received more**
**donations than we expected (up from £**
**£13795 in 2023/24 to £14398.85). Even**
**though our costs rose to support the**
**increased activity levels, we finished the**
**year with a bank balance of £8507.55**
**(plus £12341.79 set aside in our**
**investment Reserve Account).**| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**We hold a Reserve against unforeseen**
**significant expenditure so that we can**
**maintain operation of our cafes (it was**
**agreed at Trustee Meeting 29-4-21 to set**
**aside £6000 in 3 x CAF investments and**
**on 5-11-24 it was agreed to set aside a**
**further £6000 into these investments)**| |Amount of reserves held|Para 1.22|**£12000 invested (value £12341.79 at end**
**of year)**| |Reasons for holding zero
reserves|Para 1.22|**Not applicable**| |Details of fund materially in
deficit|Para 1.24|**Not applicable**| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**Not applicable**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|**Our key sources of income were:-**
•
**£14818.33 cafe income (entry**
**charge of £2, raffle tickets, sale of**
**goods etc)**
•
**£14398.85 various donations**
**(includes income from regular**
**payments from Friends of Memory**
**Lane scheme £1914)**| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**Our investment policy is to maintain a**
**reserve against unforeseen**
**contingencies that might affect our**
**running costs(as outlined in the next**
**paragraph below)**| |A description of the principal
risks facing the charity|Para 1.46|**DOWNSIDE**
**Unforeseen closure of cafe venues (e.g.**
**due to fire and, as we've seen, a global**
**pandemic)**
**Insufficient volunteer numbers to operate**
**the cafes (we are constantly recruiting to**
**address this)**
**UPSIDE**
**continuing growth in visitor numbers**
**may exceed capacity of venue(s)**| |---|---|---| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|**“Constitution of a CIO whose only voting**
**members are its charity trustees” - CC**
**template dated October 2016**| |“How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**Charitable Incorporated Organisation**| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|**Maximum number of trustees is 8. We**
**have selected and appointed 6 trustees**
**who each have a specific role in the**
**team (but do not necessarily hold a**
**specific office)**| |**Additional information (optional)**
You may choose to include further statements|**Additional information (optional)**
You may choose to include further statements|where relevant about:| |---|---|---| |Policies and procedures
adopted for the induction and
training of trustees|Para 1.51|**Each new trustee is given a copy of the**
**current Constitution and a copy of latest**
**Trustees' Annual Report and statement of**
**accounts. They will also, of course, be**
**given the Charity Trustee welcome Pack.**
**Further general training plus specific**
**training to be developed for indivduals.**| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|**Our current organisation is composed**
**entirely of volunteers and has designated**
**individuals to act in the following**
**operational capacities:-**
**Chair**
**Secretary**
**Treasurer.**
**Volunteer Manager/Cafe Cordinator (to**
**whom our Volunteers report)**
**We are not part of any wider formal**
**network (but work closely with a wide**
**range of other organisations such as**| |||**Alzheimer's Society, Calderdale Dementia**
**Hub, Age UK and a variety of smaller**
**VCSE organisations (including other**
**voluntary groups) to achieve our**
**objectives)**| |---|---|---| |Relationship with any related
parties|Para 1.51|**Not applicable**| |Other||| ## **Reference and Administrative details** |Charity name|**MEMORY LANE CAFE CALDERDALE**| |---|---| |Other name the charity uses|**MEMORY LANE CAFE**| |Registered charity number|**1178595**| |Charity’s principal address|**4 Gratrix Lane, Sowerby Bridge, West Yorkshire HX6 2AW**| ||| **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**| |---|---|---|---| ||**Paul Mansley**|**Chair**|| ||**Catherine Lloyd **|**Treasurer**|| ||**Chris Harvey**|**Secretary**|| ||**June Harvey**|**Cafe Co-ordinator &**
**Volunteer Manager**|| ||**Shabir Hussain**||| ||**Mike Payne**||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| ||||| – Corporate trustees names of the directors at the date the report was approved **Director name NIL** Name of trustees holding title to property belonging to the charity |**Trustee name**|**Dates acted if not for whole year**|| |---|---|---| |**NIL**||| |||| |||| |||| |||| |||| ## **Funds held as custodian trustees on behalf of others** Description of the assets **NIL** held in this capacity Name and objects of the **Not applicable** charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for **Not applicable** safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** **Type of adviser Name NIL** ## **Name of chief executive or names of senior staff members (Optional information)** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details **Not applicable** ## **Other optional information** ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s) C.R.Harvey** **Full name(s) CHRISTOPHER ROWLAND HARVEY** **Position (eg Secretary, Chair, etc) SECRETARY** **Date 18/07/24** CAFÉ SPECIFIC OPERATIONAL CATEGORY GIFTS TRIPS DONATIONS SPECIFIC FUNDRAISING TRANSPORT OTHER TYPE PAYEE TOTAL ## **MONTH BY MONTH EXPENDITURE** VOLUNTEER EXPENSES ## **April '24** |**April '24**||||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |**1st**|cash|Halifax café 1/4|£|65.00
||||||||||| |**2nd**|deb|Tescos|||£|5.50
||||||||| |**2nd**|deb|Tescos|£|74.18
||||||||||| |**3rd**|FPO|A Class taxis|||||||||£|99.60
||| |**3rd**|deb|Belmont services|||||||||||£|52.54
| |**3rd**|deb|Cannon Hall Farm|||||£|230.55
||||||| |**12th**|cash|SB Café 12/4|£|46.25
||||||||||| |**12th**|FPO|Maurice Jagger|£|168.00
||||||||||| |**12th**|FPO|Maurice Jagger|£|42.00
||||||||||| |**12th**|FPO|Maurice Jagger|£|231.00
||||||||||| |**12th**|FPO|Maurice Jagger|£|300.00
||||||||||| |**12th**|FPO|St Pauls Church|£|135.00
||||||||||| |**15th**|cash|Halifax café 15/4|£|60.00
||||||||||| |**15th**|deb|Tescos|£|132.24
||||||||||| ||deb|Parfetts|£|190.44
||||||||||| ||deb|Lidl|£|1.98
||||||||||| ||deb|Cannon Hall Farm|||||£|3.00
||||||| ||deb|Ebay/books|£|12.32
||||||||||| ||deb|Ebay/books|£|20.89
||||||||||| ||deb|Cannon Hall Farm|||||£|63.60
||||||| ||deb|Tescos|£|60.01
||||||||||| |**18th**|deb|Baker Ross|||||||£|141.54
||||| |**19th**|deb|Cannon Hall Farm|||||£|31.80
||||||| ||deb|Safe Anchor Trust|||||£|100.00
||||||| |**22nd**|deb|B&M|£|34.00
||||||||||| ||deb|One Below|||£|10.00
||||||||| |**23rd**|deb|Cannon Hall Farm|||||£|7.95
||||||| |**25th**|deb|Asda|||||||||||£|31.85
| |**26th**|deb|Cannon Hall Farm|||||£|996.85
||||||| |**27th**|cash|SB Café 27/4|£|60.00
||||||||||| |**29th**|deb|Freeprints|£|6.99
||||||||||| ||deb|Tescos|£|81.59
||||||||||| ||deb|Home Bargains|£|129.73
||||||||||| ||deb|B&M|||£|9.00
||||||||| ||FPO|Calderdale MBC|||£|20.00
||||||||| |**30th**|deb|Safe Anchor Trust|||||£|100.00
||||||| ||deb|Co-Op Food|£|3.50
||||||||||| ||trf|SumUp|£|3.36
||||||||||| **MONTH BY MONTH EXPENDITURE £1,858.48 £44.50 £0.00 £1,533.75 £0.00** **Total** **£0.00** **£99.60** **£84.39** **£0.00 £3,762.26** **£141.54** ## **May '24** |**May '24**||||||||||| |---|---|---|---|---|---|---|---|---|---|---| |**1st**|deb|Tescos|£40.25|||||||| ||deb|Tescos|£5.49|||||||| |**3rd**|FPO|VAC membership||£30.00||||||| |**7th**|FPO|Zurich Insurance||£148.00||||||| ||deb|Lidl|£4.33|||||||| ||deb|Alzheimers Society|£33.97|||||||| ||deb|Tescos|£77.11|||||||| |**8th**|deb|Parfetts|£95.71|||||||| ||FPO|A Class Taxis|||||||£109.20|| |**9th**|deb|Sainsbury Petrol||||||||£54.17| ||deb|Redber Coffee|£104.50|||||||| |**10th**|deb|Safe Anchor Trust||||£100.00||||| |**13th**|deb|Tescos|£76.79|||||||| |**14th**|deb|Cartridge People||£104.50||||||| ||deb|Tescos||||£69.59||||| ||deb|Co-Op Group||||£7.50||||| |**15th**|deb|Safe Anchor Trust||||£100.00||||| |**16th**|deb|Home Bargains|£66.96||£38.88|||||| |**20th**|deb|Printster|£20.27|||||||| ||deb|Tescos|£76.42|||||||| |**21st**|FPO|St Pauls Church|£135.00|||||||| ||FPO|Calderdale Dementia|£11.81|||||||| |**22nd**|deb|Eden|£18.00|||||||| ||deb|Tescos||||£69.00||||| |**23rd**|deb|B&M|£2.50|||||||| ||deb|Post Office||£6.80||||||| |**24th**|deb|Parfetts|£303.19|||||||| ||deb|Cote Hill Filling Station||||||||£56.97| |**28th**|deb|Asda||£4.15||||||| ||deb|Tescos|£96.35|||||||| ||deb|One Below|£3.00|||||||| |**29th**|deb|Tescos||||£58.50||||| ||deb|Sainsburys||||£9.00||||| |**31st**|FPO|Comm Trans Calder||||£700.00||||| ||trf|SumUp|£3.57|||||||| |**Total**|||**£1,175.22**|**£293.45**|**£38.88**|**£1,113.59**|**£0.00**|**£0.00**|**£109.20**|**£111.14**| **£0.00 £2,841.48** **MONTH BY MONTH EXPENDITURE** **June '24** ## **Total** **£0.00 £0.00 £0.00 £0.00 £0.00** **£0.00** **£0.00** **£0.00** **£0.00** **July '24** **MONTH BY MONTH EXPENDITURE** **£0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00** **TOTAL** **August '24** **MONTH BY MONTH EXPENDITURE** **----- Start of picture text -----**
TOTAL
**----- End of picture text -----**
**£0.00 £0.00 £0.00 £0.00 £0.00** **£0.00** **Sept '24** **MONTH BY MONTH EXPENDITURE** **0** **0** **0** **Total** **0** **0** **0** **0** ## **October'24** **Total** **0** **0** **0** **0** **0** **0** **MONTH BY MONTH EXPENDITURE** Nov '24 **Total £ - £ - £ - £ - £ - £ - £ -** **Dec'24** **MONTH BY MONTH EXPENDITURE** **Total £ - £ - £ - £ - £ - £ - £ - £ - £ -** **Jan '25** **MONTH BY MONTH EXPENDITURE** **Total £ - £ - £ -** **£ - £ -** **Feb '25** **MONTH BY MONTH EXPENDITURE** **£ -** **Total £ - £ -** **March'25** **£** ## **MONTH BY MONTH EXPENDITURE** **TOTAL £ - £ -** **Yearly Total £ 3,033.70 £ 337.95 £ 38.88 £ 2,647.34 £ - £ 141.54 £ 208.80 £ 195.53 £ 317.42 £ 6,603.74** MONTH BY MONTH EXPENDITURE NOTES On Tuesday, 1[st] July, 2025, I undertook an examination of the accounts of Memory Lane Café Calderdale, which included the income and expenditure for the accounting period 1[st] April, 2025 to 31[st] March, 2025, and found them to be correct. I have not carried out a full audit. Dated 1[st] July, 2025 **Signed: ……………………………………………………….** **Richard Goodwin**