REGISTERED COMPANY NUMBER: 111625900 (EnRIArtd Wales) REGISTERED CHARrrY f4LThIBER: 1189109 REPORT OF THE TRUSTEES Ahl) UL¥AUDITED FLYAlyC STATEMENTS FOR THE YEAR Ef4DED 31ST MARCH 2025 FOR BEACO.Y DKMLNTIA AND WELLBEING AiDswonbs Lin]it¢d Charter House Stansfield Stre¢t IAncas]Jire BB9 9XY
BEACOTrI DEMENTIA AJYD WELLBEING CONTENTS OF THE FLYANCIAL STATDt&) FOR THE YEAR ELNDED 31ST WCH 2025 Page Report of theTrustee8 I to 7 Independent Examintr's Report ststement of Financial Activities Balance Sheet io r40ts8 to the Fine11 StAtements 11 to 16 Det4il¢d Ststement of FEnaneial Activitles 17
BEACON DETrIENTIA AND I[BKING REPORT OF THE TRL5TEES riOR THL LfiDED 31ST MARCH 2025 The tsustEes who are also directors of thc charity for the purpo of the Companies Act 2006, present tbeir report with th¢ fiDallcial statemenrs of the chariry for the ytar ended 31st Ma 2025. The uustees have adopted dLe provisions of Accounting and REporting by Cbaritie8: Statcmcllt of Recommend Practice applicable to charities preparing their accounts sn accordance with tbe Financial Reporting StstLdard appb.thle iti tbe UK a]xl Rwublic of trelattd (TRS 102) (effective l January 2019). 0CTIvEs Ahl) ACTIvrriES Objectlves Our aim is to wppon and empower pe(q)le livtng with dem¢nti& th¢ir wets alld those who nY feel lonely or i8olated. enab]ing tbem to enrich their ]ive5 aT&d enhance their wellbeing. We do this tl]rough offering opportunitics to contteet with othus and tske itL titiEs, whiL8t CTeating a cultur¢ wheEe everyone can contribute and is included. W¢ provide a service that wrdps around the wlJDle family, provlditig supw)rt and iJ)fornati(n when they need IL We do this through.. ' providing a welcoming and friendly enlrOnCllt wheEe people Catt come to meet friends, rtth new friends, share s1(ills, learn skills, bave and bave a MeanIngfi purpose irt supportsng their locaL con)munity; • coDnwting younger atsd older people. ' reducing social isolation and lolleliness. ' providing a sense of support and of belonging to commurrity ]ife for participants. • supporting £alI1¢S affected by dementia with infonnation and tillje for them to be them6elvc8,' ' pri)viding opportunitit5 for volunleerin Additionally, we WO to Incse &warenS of dementia ard ¢ontribute to rnakin8 R055tJNlale more dementia friendly. Page I
BEACODI DEMLYTIA MTLLBEING REPORT OF THE TRUSTEES OR'I'HE YEAR EP4DED 31ST MARCH 2025 OBJECTIVES AND ACTivrfiES Rei4ew of activlties The Beacon Shed W6 opened the Beacon Shed in May 2023 and it was the firgt dernentia-frieDdly CommltY shed in the UK, aiablSDg people liTr'inE with dernentia io alongside people witlLOUi th¢se ¢ballenges, pursuing their interests in a safe welcoming envirOnell(. Our aitn was to work with particip8ats to find out what they enjoy and help tbem to maintain & onnection to things they love. Throughout tb6 year, our pBrtcipants have worked alongside ow voluateers. taking part in a range of actiritieS, including making birQ bat, hedgehogs and cat Ix)xe& planrs, x)oden ChrlSuTh tr¢es. wat hooks: bread boards and candle holders., restoririE a Earden ben¢b and a dre&sing mOTn Chair. planting seeds and growing flowEr8 and herbs. making bags, collage4 fabric fft>wer5. pompom li0S and decorating ixitt]e lamp5. wa]kiog Whitaker Pgsk. bird watL"hing, Squi¢1 watrhing; playing gamts and enjoyin. socmlisillg. 'e were pleased to E¢ asked by Civi¢ Pride Rossendale to r¢nOtr a Blat ebair for tbetr entry into Britain In Blwm and we worked Trith our participants to complete the renovation togetlLer. The chair was then placed at the East LAncashire Railway for the Brithiti in Blooln judging> with the airn of being a friendqhip ebair for wle to sit oo and chat together. WE opened the Beacon Shed during the first Rossendale Pride es'ertL beld at The Wbitsker Museum and Art Gallery, and organised by Sptxtrnm Incl810. Thts provided an opportimity for people visiting the event to come attd get InforntiOn about dementia and fmd out about our Servi. The first year implenLenting this new model of we at the Beacon Shd has been a rich learning experience. We have conwlted reguLarly with participants and their families, have learned about th¢ activities each of our participants enjoy and bave be6n able to taiLor our pmgramme to meet their needs. Il'e know that family ¢Arers hai'e mel each other through tbe B&acott Shed and that these supportive reiauonships bav¢ grown and tbrived and carers have helped e2ch other navigate the Gballenges faced by families affe£ted by thmeati& We have received lots of feedback about tbe Be&con Sbe& which helps us to evaluate the IpaCt ofour work to shape future seTr'ices.' 'I really love it here I really do everyone is 80 nice- If l could come to the shed every day I would l just love itll 'It'8 good to beback I feel like I'm horne agaiL' We havc maintsined an active prwn¢e ou wiai media to showcase what we do at the Beacon SI. This hejps farnilies to see what their loved ones are doing. falllily member pmvided the followiog feedback.. 'Thak you so much for sharing. We've come lo look forward io s¢¢Kng I1e videos of dad- he's just like his old self and is smilittg in eyers. olle, which is priceless and lovely for u5 to See. It's also helpfvl #s we Can prompt a conversatio with him because we cau see what he's been doing. Dad is really loving these sessioDS It is 8ivitig hmi a real sense of Purpose. So glad we found out about the work you do.. Carers, Group Our Dementia Carers, Group is a peer sUprt group wlll.ch brintsJ family Carers of people livillg with demrntia together to meei others in a similar SiLuation and enables thellL to actS infonnation 8JLd otTer support to each other. These faGE to faGE sessxons Tan until July 2024. and some sessions illcluded a speaker to proNide advice on issue8 such 8$ malla8iDg strcss within the carAng role. Th¢ faK-to-faGe e¢litLg5 ran alongslde the Beacon Actiiryty group. and this facilitated attendance at tbe care Group, as Carers w¢re able to bring their loved ones along to participate in social time and &ctiviti& with others. Our 'virtual' Carers, Group continued to Jllonthlv online throughout tbe vear. Carers often rd it difficult to attend fat0-face meetings because of their carillg r¢8ponstbilttics, so the virtual group proved beneficial for earers attd for cerS who live fillther away. car Support Page 2
BEACON DEMETrITIA AND MTLLBELYG IiEPORT OF TKE TRLSTEES OR AR ENDED 31ST WCH 2025 OBJECTIVES AND ACTIVITIES Funding from the Community Foundation for LneLgbire Red Rose ResFx)nding Fun4 secured th]ring the prssqous finanBiaL year enabled us to rLm a progrdmrne of wellbeillg sessions spttifieally for Carers. These continued this ye, ald provided oppottriti&s for family Carers to tsk¢ a short time out from their reynsibiliti and take part in a¢tivitics to enhance their wellbeing. Ssssions in¢Mded flower atrallgillg. & felt wod(shop' paIlltg, pasta making and Tai Chi. F¢Edba¢k frotn the session5 very positive 8nd incbJded.. ThaDk you for orgax]izing the carers wellbeing Sl0S I've re&lly enjoyed thetu - getting out meeting people and just having sorne time for me, it means & lot I have really ¢njoyed the feltworkshop and getting out of the house for a while. The carers, well-being sG48ions have enabled me to meet other carers in a safe group others ID 8irnilar situations to myself, and I arn able to enjoy the lovely activities that have been profe&sioDaLly arranged. Sinct attettditig. I feel that my confidence h&s incrrA5ed, I have nde frietids, Mrydened my swrt cile and iucr¢&8¢d my knowledgE of oth conununity service8. tn DeGCtnber 2Q24, we were success1 in obtaining a gr8ttt fronL one of our local County Counciilor3, which will provide fLmding to run fvrther carcr wellbeing segsions itito the next financia] year. Durillg thi5 yeax. we bave put in pla welfare ]15 to the fanLily earers who ac£e&g our service8. This ¢nables us to ch¢ck that they are not feeling overwhelmed with their ¢8ring role, proTride signposting to other local services aad build a trusted relationskn"p with them. These ca]Is have Ixen vy much ¥pprecikted by earers a]Ld are now a key part of the 8UPPOrt we provide. Dementia-Friertdly ActIty Group We raD our rnollthly dementia-friendly activity group at The Whitaker up to July 2024. This gro provided a safe space for people livitig dementia to take part iti a rJJ)ge of a¢ri&ities and to socialise. PartiGipanLg aiiended either dependentlj., or with ttLeir c&rer8. alld Carers were able atnd their own support group, which rdtt alongside th¢8e sessions. ActivitsG8 included craftiAg, galnes. aftemoon w sinwg al music and mov¢r(LenL We were delLghted to receive POSLtive feedback from these sessions, iticludttig.. 'Hcre is the photo I took of my husband with his turkey thathe made. He had a really gwd time on Friday and thougbt he woulthi't sleep because he w&% go excited atK)ut what be madel Thak you.. We werE delighted for the opportunity to visit W(N)doi>ok Fttrni iti Dujhsop Bridge by Sandra from the Forest OF Bowland. The Earn is home to the Wood End Alpac&s. We Twk a group of our pgrticipattis alld family carers to the farm and Elljoyed pattitits pigs. grooming a wny. IIM)king ai shw ond strokillg the wonderfd alpacas. The farn wheelchair acClbIe wkn"¢h opened the visit up to sonje of our less mobil¢ participallts. Wc kLad a wonderful afternoon, enjoyillg the different sensory activities and learning about alpa¢a8 aDd their wool. The Msit finished with a delicious afternoon tea. Vlsits ]ike these are so imw)rtant in enabling faEuiiies affected bv dem¢ntia to access experienc£s together that they might otherwise not be able to, and they also help to create wxiou5 EorieS. Wellbeing Group Our n¥0 wEekiy wellbeing gTOW Continued to run throughout the ye8r. These social groups bring peopl¢ together to knit and crochet in a fiiendly environment. The ben¢fiis on personal wcllbeing from knitting alld crocheting are widely knovm and tlLese groups GotttttiUE to attract regular and tM¥ members. The group have undertaken S£traI projecL8 within the year. which knave benefited otheT8. They worked with a local chariry Veter8n8 ia Communities to Ttuke p(VPiG8 to colltnthule to a displav commemorating D-D)y ill Frce. They also continuwJ to knit bais for neWbOn for tbe Royal Oldkn Hospitsl Wam) Baby Scheme. where every newq)om baby ig given a hand-knitted hat. The group a]so knitted bereavemellt hearts to give to famili 8t both Rossettdale and Pcndleside Hospice4 which both ac¢eptpatients froryk Rosselldale. Page 3
BEACOTr DEMETr4TIA REPORT OF THE TRUSTEES VOX I'HE YEAR ENDED 31ST MARCH 2025 OBJECTIVES AKD ACTIVTTTES Beacon at Home Following our pilot delivering the Beacon at Hom¢ sm'ice, kitidlv futsded by tbe NHS Lancasbire and South Cumbria Integraicd Care Boarl we evaluaied the Beacon at Home service. This serviee aims to build a tnling Telationship through proding a series of one-twne se10n5, delivered in the parti¢ipallt$ home. These sessio1 are stNctured and ¢ailor¢d to each itidividual's interests and oi'er time, and aim ty build r0PPOrt iticrease wellbeing. Activiues are tailored to Each in(lividual's preferen8 and needs. Our evaluation sh(Trwed tlLat participants alld their carer8 iynefitted from this service and that trusting relationships wer¢ ade, so that family carers felt cornfortable and safe in leaving their loved one with our Beacon team member, Parti¢ipants were able to receive care from a dedicated member. which assisted with CQD5iStenGy and helped partiiipants to feel cornfortable. Feedback included.. 'Thattk you so Much- you don't know what it kn nLe4llt lo me tr> be Able to walk my dog withoutrushing alld wonying about tlly and dad. It's been the best ? bours I've had in a long timel. 'I Gan honestly say without a shadV of a doubt be really looks fonvard to vour visit and the fact that he remerllbers that makes us really happy. He's perked up - he was Nery down kfore you swted cojlling. He has bad days, but he 5e£nis morE positive, 'Dad rcally looks forward to his time with the staff ber- they have built a good friendship over th¢ time they'v6 been coming. It helpshis menthl health and wellbeing. We &5 a family rellly 8ppreciAte all that Beacon have done for dad aud murn whilst she was aknve., This $6rrice has continued throughout the ye8r and provides SOUL¢ iJwrn¢ for the C1]ty. R05seThdale Dementix Informatlon Ei'ent We dtlivertd the tbird Rossendale Dementia lJrfornMtion event in September 2024, thoosing to rull this in Ba¢up- ditTerent part of the BorouEIL This has become all aonua] event which brings deraentia serrice5 and community groups together in otke place to enable fanll]ies to access the inforniation they need more easily. The event was again w¢ll-supportEd by a wide rdDge of statutory and n0n.slary seTrices and Coromullity orgallisations. The eveni was supported by an extended visit b> the Worshipful Mayor of Rossendale. and there was rnusicai entertainEtst which was sponsored through a Local M¢mber Gr1 from Counry Coullcillor Samarn Bames. Visitors expressed that it w&s great to have all ibe services under one roo£ as li was often dit5cult to access. Stallholders also valued the opporhIty to n¢twork and l¢am alx)ut the range of services ayaijable to people IivinE with deEntIa attd their familie8. Volunteering We have retatned our voluuteers atLd iThcreased the number of Volunt the year. We celebrated Volunteer's Week to express our Eiatitude for the time and skills they give freely the ¢hority. We are extrellLcly grate1 to all our voluot¢ers for their consEstent work for our beneficiaries. Fulldralslng Grant (lur main aim for grant funding and fundraising this year was to enable us to continue to provide and develop our s¢rvices for fallieS atTected by dementla across Rossendale and East Lall¢&thire. We were forttmate to have rec¢ived subslalltial donations dIllg 2023 from Mr John and Mrs Yi'oDne Malley, to gtAff the Beacon Shed for two yew. Our f(Ku$ during the year bcen to look forard to raising grant fundtng to he]p witb stAffmg the Beacon Shed aud our servifjes, aud at the end of the fiDallGial year, we ere awaiiing a decision on a grant fro the National Lottery Reaching Lommullities Prograe, to support this alld to c(ea(e three demcntia infonDation hubs. We received a National Lott¢ry.4wards for All grant in year to deli3rr our Carer's Grow)s for a period of 2 yer8,1)oth online and face-to-face, alld we are i'¢ry gratefid for players of the National ttery for supporting i)ur &ork in this are& Page 4
BEACON DEMENTIA AND WELLBKING REPORT OF THE TRLSTEES FOR TEtE YEAR Ef+lDED 31ST I¥L4RCH 2(n5 OWECTIVES AF4D ACTivrrtES W¢ w¢r¢ delightcd to have bEen ch(>sen as one of tlLe Mayor of Rossenda]¢'s n¢)minatcd charities for the 2023-24 Mayoral year, and in May 2024, we wErE presented with a wonderful doDation by the w0h1pfuL Mayor of Rossendale, Coun¢illor Andrew Wal81£Y. 1Iis 8uccE&8or: Councillor Judith Drii"er was also tremendously suwrtive during the year, attending the Beoll Shed and also openillg our Rosselldale Dementia InfOrntiOn event. The L8Acashire Police aod Crime Commissi(Fner awarded us a gratLI to install ccrv coi'er EK)th the Sh¢d and the area at the rear ofThe Ivbitaker, and to impr(Trve the security of the gate5 to the area. Wod( was completed to in8ts11 ail tbese security measures io year. and we are very grateful forthe ill]proVeettts. We were succe&9fid ill Obtaillll a grallt from the ASDA Foundatii)n to help to create the Beacon Garden which borders the Beacon Shed. This will provide an atea 'bI£ will not onty be lov¢ly to look at, but will include sensory plants and a s¢ating area for our beneficiaries to enjoy. It will also wn¢ribut¢ to improving this area of ÉlLe grounds of The IlThitaker Muy6Lllll alld An Gallery. Ai the end of the year. w¢ a]so rtteiNed the llew8 that we had secured a further Sraut the Tesco Stronger Gampaign io proNide fimher fvnding to create the Beacon Gd¢ll. One of our Trll3t¢, Mr8 Janet O'Dti5Goll, sadly lost ELer mother and her brother at the begittning of the y&4r. and kmdly donated the fi]n¢ral Colltions to the ckwity to PEOVi(k plants for the new Beacoo Garden. Our thanks go to her aTLd her family and fTieJAds f(Trr their kind doDatioIi& 1'harths also go to th¢ falnily alld fritllds of Mrs Yvonne GledbtlL who kndly chose Beacon a8 the r¢¢ipient of her funeral donatious. We have been fortunate to work throughout tILe year with the coll1ll1ty Champiolls from both ASDA aud Tesco stores in Rosselldale. We are gratefill for the use of tbe Collu1ty roollk at ASDA Rawtenstall for our Friday Wellbeing Group and to all the Collllnunity Champions for their donats.ons of food and (trink to supw)rt our BeA¢on Shed partA¢ipallts, raffle prize4 attd the opportunity to fulldraise ill store. We received a range of other d¢)ttations from local busine beneficiaries, and onlitie platforn, all of which hav¢ Contribud towards NJLuing our seTrice& We and aur erIC10r1 are incredibly gratefuL for tbese. Connectlons We aTe firnily rtKkted within the Ro&8endale ¢omn)unity th have continued to work with the Ro&sendale Conoected ov¢meTht to maintain and strengthen the CCpnne¢tions we have with statutory services aud other gmups in tbe VCFS sector. Our Ros5endale Demenua tnfomLation Eitut eDabled us to ¢ontiDue to blId positive relationships with statuiory s¢riryces alld VCFS orgalli5ataolls aGr05s East LaIlshIre (o help to link and ¢o-ordinate services for Families affected by demeotia. Public benefit The tsNstees are confident tbat the charity offers servi4 of real prdctical to the l(Thl wulation and therefore complies with the responsibitity placed on all ¢haritiES under the Charities Act 2011, to dellnStrate a public benefiL Page 5
BEACON DKTrIENTL4 AND WTLLBELYG REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31ST MARCH 2025 ORJECTIVFS AND ACTIVITIES Plan8 for the future We aim to continue to nm our services. but will ty to £aLd our reach to enable more ben¢ficitiries to access our senqces. We will do this by Jnoving away from delivery in ont area and rnn Etoups and activities rO$S the Borough. We ititend to do this througb popup events and illformatioD srallds at accessible l(Kations. Our beneficiaries hAve told us that they like to be invOlEd in activities svhere knth people living with deraentia ond their earers call participats together. We intend to tua a series of swial events where tllls can be achiev¢d and where we can provide signpostillg attd support as 4)pJDpriate. We will continu¢ to our D¢mentia Carors Group online and ltroduCe face.tsFface meetings for c8 Our programme of Carers ellbe]g se85ions wtll extend the nexl year, providEng opportutiities and activities which enable Carers to tske time out for th¢ir 01 wellbeitig. We will continue to develop our B¢acon at Home Servile to enable more beneficiaries to acce&s the service, take part in home•based meaningful tIvity aod tg provide respite fortheir family Carers. Fan]ilies of people ]iYing Trith dementia )ntInue to tell us thai thry struggle to access infonnation easily and in one place. We will deliver the fourtb Rossendale DemeThua Illforniation Event in September 2025, attd will. subject to runding, open a weekly demeniia hub at the Boll Shed, to prodE a consistent place to ac¢e88 infonnation on dementia and the services available locall. We will rDaititain and develop our conneclions with other Servi ty help to secure a joined-up approaoh across the Borough. We aim to eotttitiue to support our 'alUable IlunteerS and kn recrnit ttK)re }lUnteerS to help deliver our s¢rvi¢* and suppon our beneficiaries. We also aitn to recnjit at least one fimber volunteer ttE¢. A¢knowledgemeTht$ Beacon Dementia and Welllxing is grnteflll for the supw)rt ¢¢IVed frow: Volunteers from the Ro8sendJl¢ CoDllllullity and Iwolld The Mayor of Rossendale's Charity Fund The Worshipful Mayor of Ro8sendal¢ Coun¢iUor Andrew. WaltDsley The Worshipful Nlayor of Rossendale Counciuor Judith Driier The Lencashire Police and Crime CoD]rnissioner IAncashire County Council County Couneillor Anne Cheetham, OBE. JP County CoutLcillor Sartlata Bames RO8endalc Borough Coull¢AI The National Lottery ComuiuDitY Fund The ASDA Foundation ASDA Rawtenstall Community Champion Tesco Haslingden and Rawtenstall Conununity ChaTupioDs Mrs I'vonne Malley and the laie Mr John Mailev Family alld Ftiends of the late Mrs Yyomie Gledhill Family and Friends of the late Mrs Brenda Ivhipp Mrg Jalle Roberts Rossendale Civic Pride Irwell Medical Practice The Whitaker Museum & Art Gallery Goofi Theatre Company VOILtary.. Collllnunitj" and Faith Sectorparthers Supportcrs from Ross¢ndale and beyontL Page 6
BEACON DEMETrtriA AfiD MELLBEING REPORT OF THE TRUSTEES FOR THE YKAR ENDED 31ST hL4RCH 2025 STRUCTLRE, GOVEILNANCE AND 14IANAGEMENT Governing document The charity is COnulIed by its governing d(KumenL a deed of w and constityt&s a lilled COllLpally, li]nited by guarantee, as defmed by the CoJnpanie8 Act 2006. REFERENCE AND ADLVIINISTRATIVE DETAILS Registered Comp8lly numb¢r 10625900 (England and Walt81 Registered Charlty number 1189109 Registered otrice 35 Dean Road Haslingden Rossendale Lancashire BB4 4DS Trustees Mrn E J Riley Trttre and director Mrs R A Yatss Hoyles Tnjsree and director Mrs J O'Dris¢oll Trustee and director Dr C G Pag¢ TrJ$tee direeior (resigll 15.8.2025) Mr R fjodwin {alted 15.8.20251 Mrs E Bak¢r (appointed 1S.8.2025) lThdepeDdeoi Exailler Nlark bunter FCA Ainsworths Lijnited CLrter House Sthnsfield Street Nelson Lcash]re BB9 9XY Approved by order of the bo&rd of ttustees on l lth December 2025 and signed ¢)n Ets beha]f by.. Mrs E J Riley. TnLStec Page 7
INDEPENDENT EXAMINERIS REPORT TO THE TRUSTEES OF BEACON DEMEYfiA AND II'"ELLBEifiG Indepelldellt exawlller's report to the truxtees of Beacon Dementia and Wellbeing I'the Cotnpall>') I report to the charity truste¢$ on exalatiOn of the aGcoull of the Company for the ye8r ended 31st mOh 2025. ResponsibAlities 8nd b9515 of report As the charity's trustees of the CoTrpally (aDd a]50 its directijrs for the purp)8es of company law) you are responsible for the prep&tioll of the accounts in accordan¢¢ with the requirEmcnts of the Companies Act 26 Cthe 2006 Acv). Haiing satisfied myself that the accounts of the Company are not required to be audited under Part 16 01 the 2006 Act and are eligil)le for indendeI ex8mination, L report in respect of my cxatllinatioll of vour charinT'S acwunts as ¢aryi¢d out under Section 145 01 the Charities .kict 2011 ('the 2011 Act,). Iu carwng out my exan)ination I have followed the Directions given by the Charity Commi&gion under Section 145(5) Ib) of the 2011 ACL Jndependent exAmlller's statsment I hav¢ complet¢d my examitiation. I confimi thai no matter8 b&ve come to my attention in connection with the examination giviryg ¢ eause to believe: accowiting record5 werB llot kept in of the Compauy as requir1 by Section 386 of the 2006 ACL or the a¢couut8 do not accord with tlL05e rKords,' o the auounts do llot ¢omply the accoulltinE WIre[S of Section 396 of the 2006 Aet other than ony requirement that the give a true and fair view which is Dot a matter ¢QDsidered as part of illdependent exa]ninatioD' or the a¢¢ounts have llot been pr¢parcd in accordall with the methods and prin¢iplu of the Statement o Recommended Prdctice for accounting and reEM)rtillg by chan.ties (applicable to ¢hgTitie8 preparing their accounts in accordallce with the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 102)). I have no concerns and have ¢om¢ across no oth¢r ttEr5 ill CODtLectiOll tbe examination to which att¢ntiOll should be drawn in tbis repon ill order to enable aproper under5talldillg of the aceounts to b¢ reached. Mark Sunter FCA AiTrswoTths Lruitl Stansfield Stsret Nelson Lallca8hir¢ BB9 9XY I lth December 2025 Page 8
BEACOTrI DELMEf4TIA AND IVELLBEP4C STATEMENT OF FtNANCIAL ACTivrrIES FOR THV. YF.AR ENDED 31ST CH 2025 31J.25 Total funds 31.3.24 Total funds Utrestricted Restrictrd filnd Notes INCOME FROVJ Donations and grauts ID,109 26J82 36,491 118,763 Other trdding activiti¢s tnvestmellt income IlJ73 11,573 3,631 2,074 Total 25J13 26 120 837 ExpEf4DITURK ON Charitable actiTrities Charitable activitie8 70 NET llYCOMEI(EXTEf4DITURE) Trxnsfers betV+'een funds 21,992 (43,967) (21,975) 52.917 12 r4et movement ill funds Ll,254 (45,229) {21,975) 52,917 RECONCILIATIOY OF Fuf*DS Total fid8 brought forward 16,416 I(JO,932 117,348 fA,431 TOTAL FUD4DS CARIUED FORWARD 39.670 95 117348 The notes forni part of these flnancial stattjnents Page 9
BEACON DEMENTIA AND WELLBEING BALANCE SHEET 31ST IWCH 202S 31.3.25 Total fwids 31.3.24 Total funds Unre5trictr fund Restricted Notrs FD ASSLTS Tallgible aetS io 237 7,729 7,966 8.053 CURREPIT ASSETS Cash ai batlk 39,798 47.974 87,772 109,660 CREDrroRS Amounts fal]ing due within one ye li 1365> (365) (365) ET CUBRINT ASSETS 47 109 295 TOTAL ASSETS LESS CtlliRET 39,670 55,71)3 95?73 117,348 NET ASSETS 9S 117 348 FUNDS Unrestricted fLU Restricted funds 12 39,670 55,703 16,416 100 932 TOTAL FUNDS 95,373 117,348 The charitable copanY is Entitled to exemption from audit under Section 477 of dLe Companies Act 2006 for the year ended 31st March 4025. The have llot required the cOpaThY to obtaiu an audit of its fiagjicial stal¢ments for the year ended 31st Marcb 2025 ID accordattce with Se£ttOll 476 of the Con)panies Act 2006. The tsvste&8 ad(nowl¢dg¢ iheir responsibilities for (al ensuring that the charitable company keeps accounÉiug records that comply with Sectiolls 386 and 387 of the Companies Act 2006 and preparing financial statetnents which give a trne and fair of the stste of affai of the ¢baritabl¢ compally as at the end of each fjnancial year and of its surplus or deficit for each fiÈwicial year in a¢cordanc¢ with the requir¢llLents of Sections 394 and 395 and which otherwise comply with the r4uirements of the Compantes Act 2006 relatillg to finallGial 5tatEmcllts. so far as applicable the Charitable cornparty. (b) These fllwicial st&i¢meDt5 bave IKen prqTrared in accoFdallce with the provisions applicable to ¢htiritable compleS ject to the small CQmPallieS regitue. The financial st&temellts were approved by the Board of Trust% aa authori1 for is8ue on I l th December 2025 and were 8igtted on it8 behalf by: Mr8 E J Riley. Tnt¢c The note5 forn] part of these financial stat¢nwits Page 10
BEACON DEMETr4TIA AJYD WELLBEING NOTES TO THE FINLNCIAL STAIEMEYTS FOR THE YEAR ENDED 31ST LIL4RCU 2024 Acco[r[IrG POLICIES Bfi5 of preparing the fmallcial slthtements The financial statements of the clwitable companv. TrI1¢h is a public beTh¢fit entity under FRS 102, have been prepared in accordance the C11¢IeS SORP (FRS 102) 'Accouuuog and R¢porting by CELarities: Statement of Reeomtnended Prdetice applicable to clwities preping their accounts io ac£ordauce with the Fittallcial Reporting SÉalldard applicable in the UK and Republic of Ireland (FRS 1021 {effeCti.c l jUary 2019),, Financial Reporting Sondard 102 The Financial Rwrting Stsndard appIlble in the UK and Republic of Ireland, alld the Companies Act 2006. The fi]]&ncial statements have been prepared under the historiGal cogt convention. Income All income 15 recOlsed in the Ststrment of Fin8ncial A¢tiTrities once the charity has enutlement to tbe it xs probable thai the in¢ome will be re¢eived and the gmouttt call be meaSUd reliably. pendlture Liabilities are recognised as expendittwe &s soon as there is a legal or wn8truGtivE obligation committing the charity to that expenditure. it is probable tbat a transfer of wonomi¢ ben¢fits be required in settlement and the amount of the obligation can be measured reliably. ExpedI]re is accountsj for on accruals basis and ha8 been classified under headings that awegate all cost trlated to the tEgory. whe Gosts cannot be directly attributed to particular headings they haTre been allwated activities on & b&8is collsigtent with tbe use of resources. TttDgible ftted Sets Depreciation is provided at the following at)n81 rates in order to wrile off each asset over its estimated useful life. Fixtures and fittings 15 /ti on cost Taxation The chLty is excpt frorn ¢¢)Tporati¢)o tax on its Charitable aetiNyties. Fund accounting Unrestricted fimits can be used iti accordance with the cbaritable objectiv&8 at tbe disrtion of tbe ttustees. Restricted funds can only be used for particular re5tii¢¢¢d purposes 1th1ti dLe obje¢ts of the cbarity, RestrictioA]s arise when specified by the doJK)r or when funds ar¢ raiwi for particular restsi¢d pu4)OS&S. Further explanation of the nature purpose of each is included io the notes to the financial statemetLts. DONATIONS AIW GRAfTS 31J25 31.3.24 Donations Grallts 10.I09 108,258 118.763 Page 11 Continued...
BLACON DEi¥IEf4TIA AND WELLBEING NOTES TO THE fi1Tr4ANCIAL STATEMEL%TS- conLtnued FOR'IHE YbAK ENDED 31ST L¥tARCll 2025 OTHER TIL4Dll¥G AcrKvriiEs 31J.25 31.3.24 BeaGoJL at home fees INVESTlINT L¥COME 31.3.25 31.324 Deposit account inter¢st CHARIT ABLE ACTIVTfiES COSTS Support Costs Totals Charttable actilities 72171 799 NET INCOMIJ(EXPUII)URK) Net inCollLel{expituTc) is stafrd after charg]1(cngj. 31.3.25 31.3.24 DEpreGiation. owned assets 1.879 1,700 TRUSTEES, REMUThTIOTrI D BEryEFTTS Th¢r¢ w¢re llo trustee5' fErnulletl0ll or OLher benefits for the year ended 31st March 2025 nor for the y¢ar ¢lld 31st M4roh 2024. Trustees, expenses There were no trustees, expen8¢s paid for the year ended 31st March 2025 nor for tbe year ended 31st March 2024. STAFF COSTS The average monthly nwnber of employees during the yw wo8 as follows: 31.3.25 31.3.24 Trnstees No aDployees receiyed emohllnents in exces5 of£60.(X)O. Page 12 contillued...
BEACON DEMENTIA AND WELLBELYG OTLS TO THE FD4ATr4CIAL ST.4TEifENTS- CQDtinued EOK'I'ILE YLAK ETrIDED 31ST LIL4RCH 2025 CO.MPARATThTS FOR THE STATEMENT OF FLYANCIAL ACTIVITIES Unrsstricted Restrictcd nd fund Total funds llYCOLIIE FROM DonatioD5 and grants 9358 109.405 118.763 Investtllellt AtiGome Total 11.432 109 405 120 837 EXPENDITURE OP4 CbxritLble Acdvltlos Charitable ac¢iviti¢g 2,079 65,841 NET INCOM£ 9,353 43,564 52,917 RECONCILL4TIOLY OF FUNDS Total 5Jnds brought foThard 7,063 57,368 64,431 TOTAL FUPIDS CARRIED FORWARD 100,932 117348 io. TANGIBLE FLXED ASSETS FIxre5 and filling8 COST At 1st April 2024 Additions IlJ28 Ai 31st hlarch 2025 13,120 DEPRECIATION At 1st April 2024 Charge for year 3,275 At 31st March 2025 NET BOOK VALL At 31st arch 2025 At 3151 March 2024 8,053 Page 13 Gontinued...
BEACON DEMENfIA AND WELLBEtNG NOTES TO THE FI]¥ANCIAL ST ATE[ETS- £oLtitilled FOR TItE YE.4R ELYDV.D 31ST MARCH 202) ii. CREDfTORS., AMouf4TS FALLING DLT wrrHLY ONE YEAR 31J.25 31.3.24 A¢cNed expen8e5 36$ 365 12. LY FUNDS Net movement in fi]nds TraeTS b¢tWe6n funds At 31.3.25 At 1.424 Unrestrieted funds General fimd 16A16 21,992 1362 39,670 Restricted funds Kestri¢d fid 100932 (43,967) (1202) 55,703 TOTAL FUNDS 117 95 Net movejnent in fimds, included in the above are &8 follows.. ]ncoming Re8oufEe8 expended Movemeni in funds Ullrestricted fund8 General fLLlld 24J13 (3J21) 21,992 Restricted funds Restricted fulld 26J82 {70J49) (43,967) TOTAL FUryDS 73,6711 CompAratlves for movement In funds Net movejnenl in funds At 31.3.24 At 1.4.23 Unrestricted fund General fund 7.063 9,353 16,416 Re8trleted funds Restricted fillLd 57,368 43,564 100,932 TOTAL FUNDS 117,348 Page 14 continued...
BEACON DEf*lE.YTIA WELLBEING E40TES TO TE FllYAfiCLiL STATEME.YIS. continued FOR TIIE YEAR ENDED 31ST TrL4RCH 2025 12. MOTrTMKNT IN FUNDS. continued C¢)mparntive net movement ITh funds, includ¢d irl the aknve are as follows: Jncojning Resources resou]ees expettded Movement in fid$ Unrestrlcted fund5 General fund 11,432 (2,079) 9,353 Restrlcted funds Rs8trictEd fund 109.405 {65,841) 43.564 TOTAL FUNDS 120.837 67,920} A iumt year 12 months and prior year 12 months ¢ombind position is as follows.. Net ovellLent in fid5 Trn)sfer8 between fijllds At 31.3.25 At 1.4.23 Unrestrleted funds GetteraL fund 7,063 31.345 1262 39,670 Restrieted fulldg Re8tricted fLd 57J68 (403) (1,2621 55,703 TOTAL FUNDS 64.431 95,373 A curreni year 12 months and prior year 12 months combined net movement in Sjnds, illcllthd in the aknve are &8 Eollows.. Incoming Resou¢3 expended Movemeot in fibnds Unrestricted funds General fLJnd 36.745 (5,400) 31,345 Restricted funds Resiriried fund 135,787 {136,190) {403) TOTAL FttNDS 172.532 (141590) Page 15 continued...
BEACON DEIVIK.NTIA WELLBEING .NOTKS TO THE .DICIAL STATEMEITS- eonthiued FOR THE YFAR F.Tr4DF.D 31ST MARCH 2025 13. RELATED PARTYDJSCLOSURES There were no related party ttw)sactions for the year ended 31st March 2025. Page 16
BEACON DEMKNTIA AND WELLBEING DETèULED STATETrIEryT OF FIN)cIAL AcrIvrr FOR TKE YEAR Ef4DED 31ST I¥IARCIt 2D25 31.3.25 Total fimds 31.3.24 TtstAL funds Utirestricted funds Restricted qCOME Donationy and grants Donlltious 10,109 10,109 26 108258 10,109 26J82 36,491 118,763 Otber tradlng actlTrltles Beacon at home tees I173 11,573 Investment Income Deposit aceoullt interert 3.631 TotaI incoming resources 25J13 26J82 51,695 120,837 EXPEL¥DITURE Charitable activities Insurdnce Postage Bmd Stationery Sulth'es Events and consumables Refreshment8 and hi Computer costs Rq)airs and rertewals Deprlation 328 oi 404 328 61 404 61 684 740 60,268 1,672 210 1,710 1,700 66.664 158 1.1149 187 442 51 1,207 187 2,141 1,099 2522 70J49 72J71 67,045 Support costs Management Advertibing 109 109 245 Govern4rLre costs ACcolt]CY alld legal fee$ 690 630 Total r&SoUr expended 3J21 70 73,670 67.920 Net income (43,967) 219751 52,917 This page does not fo part of the statytory financi81 statellLents Page 17