**REGISTERED CHARITY NUMBER: 1191332** 

## **REPORT OF THE TRUSTEES AND UNAUDITED FINANCIAL STATEMENTS FOR THE PERIOD 1 JANUARY 2024 TO 30 JUNE 2025** 

## **FOR** 

## **THE MENOPAUSE CHARITY** 

BK Plus Limited Chartered Certified Accountants 13 Windsor Terrace Jesmond Newcastle upon Tyne NE2 4HE 



**THE MENOPAUSE CHARITY** 

## **CONTENTS OF THE FINANCIAL STATEMENTS FOR THE PERIOD 1 JANUARY 2024 TO 30 JUNE 2025** 

||**Page**|
|---|---|
|**Foreward from the Chair**|1 to  2|
|**Report of the Trustees**|3 to  9|
|**Independent Examiner's Report**|10|
|**Statement of Financial Activities**|11|
|**Balance Sheet**|12|
|**Notes to the Financial Statements**|13 to  23|





## **THE MENOPAUSE CHARITY** 

## **FOREWARD FROM THE CHAIR FOR THE PERIOD 1 JANUARY 2024 TO 30 JUNE 2025** 

Over the past eighteen months, The Menopause Charity has continued to make a tangible difference in the lives of people experiencing menopause, and in the communities that support them. Our mission is to provide trusted, evidence-based information and education. The stories we hear show exactly why this work is so important. 

During this period, we reached tens of thousands of people across the United Kingdom, helping them understand and navigate menopause. One person shared: 

"I was really anxious, exhausted, forgetful and just didn't enjoy anything anymore. I was panicking about what might be wrong with me. I'm only 44, so menopause hadn't even occurred to me. But then I saw your poster and list of symptoms. You literally helped me join the dots. Thank you." 

Stories like this remind us that clear and accessible information can be life-changing. 

We distributed over 78,000 symptom trackers and awareness packs, reaching both individuals and GP surgeries. These resources gave people the tools to recognise symptoms and take confident next steps. Our online knowledge hub continued to attract thousands of visitors seeking evidencebased guidance, which remains an essential resource in a landscape full of conflicting advice. 

Our campaigns also helped spark conversations on a national scale. The Join the Dots advertising campaign appeared over 7 million times on roadside screens, reaching audiences who may have previously struggled to understand their symptoms. Our pink logo turned heads at Crystal Palace Football Club, engaging over 25,000 fans in raising awareness and challenging stigma. 

We continued to work closely with healthcare professionals and policymakers. Our MenoPulse insight group of volunteers played a vital role in reviewing resources, ensuring they are clear, relevant, and reflect real experiences. This feedback was instrumental in helping us become the first menopause organisation awarded the PIF TICK, the United Kingdom's recognised quality mark for trusted health information. 

Lived experiences continue to inspire and guide us. One volunteer noted: "Being part of MenoPulse has allowed me to share my experience and influence resources that will help so many others. It feels incredible to know my voice matters." 

Another story that particularly resonated with me was from Lauren, whose mother experienced severe perimenopause symptoms and tragically died by suicide. Her story is a powerful reminder of the impact menopause can have on mental health when symptoms are not recognised or understood. Lauren chose to share her mother's experience and raised £5,628 for the charity, helping to ensure others can access trusted information and support. 

## **Why eighteen months?** 

This financial period is longer than usual. By extending it, we can smooth seasonal peaks in income and align them more effectively with our decision-making and resource allocation. This ensures that charitable activities are delivered efficiently and that those accessing our resources receive the support they need when they need it. 

Looking ahead, the charity’s accounting period will now run from 1 July to 30 June each year. This change provides a clearer and more consistent financial framework, better aligning our planning, reporting, and fundraising cycles, and supporting effective oversight by the Board. 

I am proud of what The Menopause Charity has achieved over this period. From our campaigns, workshops, and awareness initiatives to supporting healthcare professionals and influencing policy, we have laid a strong foundation for even greater impact. 

Page 1 



**THE MENOPAUSE CHARITY** 

## **FOREWARD FROM THE CHAIR FOR THE PERIOD 1 JANUARY 2024 TO 30 JUNE 2025** 

I am deeply grateful to our staff, trustees, volunteers, fundraisers, and supporters. Each contribution, whether sharing a story, distributing resources, or fundraising, helps make menopause information and support accessible to everyone. Together, we are helping to change lives and reshape the conversation about menopause in the United Kingdom. 

## **Ruth Dwight** 

Chair of the Board 

Page 2 



## **THE MENOPAUSE CHARITY** 

## **REPORT OF THE TRUSTEES FOR THE PERIOD 1 JANUARY 2024 TO 30 JUNE 2025** 

The trustees present their report with the financial statements of the charity for the period 1 January 2024 to 30 June 2025. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019). 

## **OBJECTIVES AND ACTIVITIES Objectives and aims** 

The charitable objectives set out in our governing document are: 

1. To preserve and protect the physical and mental health of sufferers of the perimenopause and menopause and related conditions (including post menopause, premature ovarian insufficiency and oestrogen deficiency) through the provision of support, education, practical advice and treatment. 

2. To advance education for the public benefit and research, the useful results of which will be published, in all areas relating to the menopause and to raise awareness generally of the perimenopause and menopause and their effects and impacts. 

The Menopause Charity works to educate everybody so that perimenopause and menopause are properly understood. 

We want women, and individuals experiencing menopause, to understand the changes that are happening to them and know what to do next. 

We want to make sure that family, friends, co-workers, employers and health care professionals have the information and resources to provide appropriate support. 

## **What does this look like?** 

Eliminate needless suffering by providing trusted information in a way that everyone understands. 

Everyone has equal access to appropriate treatment and support. So they have the tools they need to manage the mental and physical changes of perimenopause and menopause. 

Replace existing stigma and social taboo with the view that menopause is part of our health journey. And, handled well, it can be the beginning of a positive new chapter in our lives. 

Page 3 



**THE MENOPAUSE CHARITY** 

## **REPORT OF THE TRUSTEES FOR THE PERIOD 1 JANUARY 2024 TO 30 JUNE 2025** 

## **OBJECTIVES AND ACTIVITIES Significant activities** 

## **Why we are here** 

Imagine if over half the United Kingdom population was to experience the same life-changing health condition, which if disregarded would contribute to an increase in disease and illness, an increase in mental health issues, and the likelihood of losing jobs and relationships.This is the current situation for the thirty three million women in the United Kingdom who, at some stage in their life, will experience menopause. Due to a lack of awareness among the public, limited training among some medical professionals and social stigma, their needs during this critical life stage are frequently ignored, belittled or overlooked. 

No two menopause stories are the same. Some people transition smoothly, without major effects. Others suffer severe symptoms that have a substantial impact on daily  life. The Menopause Charity seeks to provide support through evidence-based information, education, community engagement, and policy influence to address these gaps. 

The Menopause Charity seeks to: 

- **Provide trusted information for everyone:** We provide evidence-based information that people know they can rely on. 

- **Educate every community:** We adapt our educational support to the needs of different communities, reaching children, partners, health professionals, colleagues, and employers. 

- > **Listen to those experiencing and treating menopausal symptoms:** Engagement with individuals and healthcare professionals ensures we deliver information and support that is relevant and actionable. 

- **Become the trusted charity on perimenopause and menopause:** We invest in staff and organisational growth to inspire continued and wider support. 

## **Public benefit** 

The Trustees have paid due regard to guidance issued by the Charity Commission in deciding what activities the Charity should undertake. 

Page 4 



**THE MENOPAUSE CHARITY** 

## **REPORT OF THE TRUSTEES FOR THE PERIOD 1 JANUARY 2024 TO 30 JUNE 2025** 

## **ACHIEVEMENTS AND PERFORMANCE Charitable activities** 

During the eighteen-month reporting period, The Menopause Charity made significant progress against the aims set out in the previous year. Activity focused on expanding access to trusted information, delivering education across communities, strengthening engagement with those experiencing and treating menopausal symptoms, and building the charity's profile, governance, and resilience. 

## **Trusted information for everyone** 

In 2024-25, the charity set out to become a trusted information creator, deliver an awareness campaign signposting people to reliable resources, and develop information for specific audiences. These aims were substantially delivered during the period. 

The charity became the first menopause organisation to be awarded the Patient Information Forum (PIF) TICK, recognising that our information meets rigorous standards for evidence-based, highquality health content. This milestone strengthened public trust in our resources. 

Our online knowledge hub continued to attract significant engagement, with over 922,000 users during the period. To support early recognition of symptoms and improve conversations with healthcare professionals, the charity distributed more than 26,000 symptom trackers and awareness packs to individuals and GP surgeries. 

As part of a national awareness drive, over 55,000 "Could it be menopause?" leaflets were distributed across 2,600 GP surgeries nationwide, embedding menopause awareness within primary care and signposting patients to trusted information. 

The charity also produced the Ask the Experts video series, offering clear, accessible answers to frequently asked questions. All content was developed in line with PIF TICK standards and helped ensure people could access reliable guidance when needed. 

## **Education for every community** 

The charity aimed to deliver education across corporate, community, and healthcare settings, identify learning and accessibility needs, and lay the groundwork for a volunteer network. 

The 'Join the Dots' campaign appeared over 7 million times on roadside screens, increasing website users by 33 percent in January 2025. This campaign successfully directed people to evidence-based information and encouraged earlier engagement with menopause support. 

Education and awareness activity reached over 2,500 people across workplaces, and community settings. Focus groups and tailored resources supported women from diverse ethnic backgrounds, people with learning disabilities, and individuals experiencing menopause as a result of cancer treatment. 

While the establishment of a formal volunteer network did not progress during this period, our research and pilot activity highlighted further work required to maintain the charity's trusted position. Plans are progressing to ensure future activity is delivered safely and ethically. The accessibility needs for underserved communities continue to be informed by outreach activity and feedback from MenoPulse, with work ongoing to extend this where funding permits. 

## **Listen to those experiencing and treating menopausal symptoms** 

The charity committed to embedding feedback mechanisms, diversifying MenoPulse membership, and strengthening engagement with healthcare professionals. 

Page 5 



**THE MENOPAUSE CHARITY** 

## **REPORT OF THE TRUSTEES FOR THE PERIOD 1 JANUARY 2024 TO 30 JUNE 2025** 

The charity gathered and submitted public feedback to NICE on its draft menopause guideline, alongside a response from our Clinical Advisory Panel. The final guideline reflected changes following consultation, emphasised shared decision making, and signposts people to our website as a trusted source of evidence-based information. We also contributed to the NHS Ten Year Health Plan and attended key policy round tables. 

Engagement with healthcare professionals continued through attendance at conferences and workshops, supporting shared learning and improving understanding of menopause across the sector. MenoPulse membership continues to reflect UK demographic diversity. 

The charity partnered with M·E·L Research on a national survey exploring confidence and understanding around menopause. The findings highlighted gaps in awareness, particularly among younger people, men, and diverse communities, and continue to inform our work to provide trusted, evidence-based resources that reflect the real experiences of those going through menopause. The report is available on our website https://themenopausecharity.org/about/reports-and-publications/ 

## **Become the trusted charity on perimenopause and menopause** 

The charity aimed to generate funds for growth, maximise its profile, and maintain transparent governance. 

Our supporters fuel our mission. From bake sales to marathons, every effort counts. This year, we raised over £100,000 through community and challenge events, corporate partnerships, and individuals. 

National media coverage and high-profile campaigns increased visibility and helped challenge stigma. 

Governance and financial oversight were strengthened, including the Board's decision to adjust the financial year to improve alignment of income peaks with decision-making and resource allocation. The charity continued to operate with transparency, ensuring compliance with regulatory requirements and good governance practice. 

## **Fundraising activities** 

The charity ensures it maintains a varied income portfolio so that it is not reliant on one income source. During 2024-25, we benefited from the generosity of individuals, trusts, foundations, and corporate partners. Highlights include: 

- Big Give matched funding raised £20,000. 

- Fundraising events and challenges, including running, bake sales, and coffee mornings, raised over £26,500. 

- Donations from Lil-Lets UK contributed £16,000. 

## **FINANCIAL REVIEW** 

## **Financial position** 

The surplus for the year was £54,043, a surplus of £20,365 on restricted funds and a surplus of £33,678 of unrestricted (2023: deficit £13,253) from our routine activities, with total funds of £99,433, £32,042 in restricted funds and £67,391 of unrestricted (2023: £45,390) carried forward to fund charitable activities in the current year. 

Currently, over half of our income occurs in the last quarter of the year. By adjusting the financial year to eighteen months, we aim to better align income peaks with decision-making and resource allocation, enabling more timely and effective delivery of charitable activities. 

Page 6 



**THE MENOPAUSE CHARITY** 

## **REPORT OF THE TRUSTEES FOR THE PERIOD 1 JANUARY 2024 TO 30 JUNE 2025** 

## **FINANCIAL REVIEW** 

## **Principal funding sources** 

Our principal funding sources are individual donations and fundraising, corporate and trust donations. The charity ensures it maintains a varied income portfolio so that it is not reliant on one income source. 

## **Reserves policy** 

The Menopause Charity is committed to maintaining an appropriate level of unrestricted reserves to meet financial, legal, and moral obligations. This ensures that the charity can manage unforeseen emergencies or operational costs, maintain continuity of services during periods of income uncertainty, and support the delivery of objectives in a sustainable manner. As a young and growing organisation, the target general reserve may change to accommodate seasonal peaks and troughs. The target level is set at a minimum of three months of operating costs and is reviewed annually to ensure alignment with organisational needs. 

The trustees monitor the level of reserves regularly to ensure they remain appropriate to the charity's needs. 

## **FUTURE PLANS** 

Looking forwards, 2025-26 is a year for The Menopause Charity to build on the progress made and ensure everyone in society can access evidence-based information, advice and support. The charity will continue to grow its reach, influence, and impact through a mix of co-created resources, peer support, and sustainable funding. 

## **Our aims for 2025-26:** 

Trusted information for everyone 

- Maintaining the PIF TICK quality mark to ensure our information continues to meet the highest standards. 

- To deliver an awareness campaign that signposts people to trusted information. 

- Delivering co-created resources for underserved communities. 

Education for every community 

- Continuing outreach activity in community and workplace settings to learn the challenges and barriers faced. 

- Establish a volunteer network, embedding effective training and safeguarding across all activities. 

- Pilot peer support activities in Manchester. 

- Listen to those experiencing and treating menopausal symptoms 

- Embed an outcome framework to measure the impact of activities consistently. 

- Incorporate listening and insight across all activities to inform service design and strategy development. 

- Gather and review quantitative and qualitative research to demonstrate the impact of the charity's work. 

Become the trusted charity on perimenopause and menopause 

- Grow our core, unrestricted funds to support the growth of our team. 

- Launch our 2026-2029 strategy, guiding our growth and charitable objectives. 

- Create an environment that attracts, retains, and nurtures the best people to achieve the charity's objectives. 

Page 7 



**THE MENOPAUSE CHARITY** 

## **REPORT OF THE TRUSTEES FOR THE PERIOD 1 JANUARY 2024 TO 30 JUNE 2025** 

## **STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document** 

The Menopause Charity is a charity established and governed by Memorandum and Articles of Association dated 16th September 2020. 

## **Recruitment and appointment of new trustees** 

The appointment of new trustees is carried out in accordance with the provisions held within the Memorandum and Articles of Association.  Each new trustee undertakes induction training with mentoring provided by an existing trustee, and receive a copy of the memorandum and articles of association. 

## **Fundraising standards** 

Donors to The Menopause Charity can be assured that we comply with the regulatory standards for fundraising.  The charity subscribes to the Fundraising Regulator and are committed to the Fundraising Promise and adherence to the Code of Fundraising Practice in all its fundraising activities. Through this guidance, policies and working practices relating to working with vulnerable supporters, handling of complaints and ethical considerations are in place. 

The Menopause Charity does not sub-contract elements of its fundraising activities to marketing agencies and undertakes all its correspondence and contact with donors in-house.  Contracted partnerships with commercial participators are transparent, providing solicitation statements clearly articulating the value to the charity. 

The charity received no complaints during the year.  Complaints are dealt with in line with our fundraising complaints policy, with most serious complaints escalated to our trustees so they can consider lessons learnt. 

## **REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number** 

1191332 

## **Principal address** 

Adamson House, Towers Business Park Wilmslow Road Didsbury Manchester M20 2YY 

## **Trustees** 

Mrs R M Dwight Mr M Daly (resigned 18/4/2024) Mrs J S Oglesby (resigned 25/1/2025) Dr R Vohra Mrs H Barraclough Mrs R C H Fairley Mrs G Tsioupra-Lewis Miss W Xu (appointed 9/1/2024) Dr M Wordsworth (appointed 24/11/2025) 

## **CEO** 

J A Haskey 

Page 8 



**THE MENOPAUSE CHARITY** 

## **REPORT OF THE TRUSTEES FOR THE PERIOD 1 JANUARY 2024 TO 30 JUNE 2025** 

## **REFERENCE AND ADMINISTRATIVE DETAILS Independent Examiner** 

BK Plus Limited Chartered Certified Accountants 13 Windsor Terrace Jesmond Newcastle upon Tyne NE2 4HE 

## **Bankers** 

Triodos Bank Deanery Road Bristol BS1 5AS Approved by order of the board of trustees on 5 February 2026 and signed on its behalf by: 

Mrs R M Dwight - Trustee 

Page 9 



## **INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE MENOPAUSE CHARITY** 

## **Independent examiner's report to the trustees of The Menopause Charity** 

I report to the charity trustees on my examination of the accounts of The Menopause Charity (the Trust) for the period 1 January 2024 to 30 June 2025. 

## **Responsibilities and basis of report** 

As the charity trustees of the Trust 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 Act and in carrying out my examination I have followed all 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 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. 

Nicholas J Liley FCA 

The Institute of Chartered Accountants in England and Wales 

BK Plus Limited Chartered Certified Accountants 13 Windsor Terrace Jesmond Newcastle upon Tyne NE2 4HE 

5 February 2026 

Page 10 



**THE MENOPAUSE CHARITY** 

## **STATEMENT OF FINANCIAL ACTIVITIES FOR THE PERIOD 1 JANUARY 2024 TO 30 JUNE 2025** 

|Unrestricted<br>fund<br>Notes<br>£<br>**INCOME AND ENDOWMENTS FROM**<br>Donations and legacies<br>2<br>96,343<br>**Charitable activities**<br>5<br>Grant income<br>41,000<br>Training and other services income<br>10,800<br>Other trading activities<br>3<br>26,593<br>Investment income<br>4<br>655<br>Other income<br>12<br>**Total**<br>175,403<br>**EXPENDITURE ON**<br>**Charitable activities**<br>6<br>Staff costs<br>19,125<br>Freelance costs<br>80,141<br>Activities expenses<br>5,392<br>Training costs<br>749<br>Travel expenses<br>2,959<br>Admin costs<br>33,359<br>**Total**<br>141,725<br>**NET INCOME/(EXPENDITURE)**<br>33,678<br>**RECONCILIATION OF FUNDS**<br>Total funds brought forward<br>33,713<br>**TOTAL FUNDS CARRIED FORWARD**<br>67,391|Restricted<br>funds<br>£<br>-<br>59,461<br>-<br>-<br>-<br>-<br>59,461<br>2,200<br>17,109<br>17,011<br>-<br>152<br>2,624<br>39,096<br>20,365<br>11,677<br>32,042|Period<br>1/1/24<br>to<br>Year Ended<br>30/6/25  31/12/23<br>Total<br>Total<br>funds<br>funds<br>£<br>£<br>96,343<br>24,317<br>100,461<br>30,016<br>10,800<br>2,800<br>26,593<br>37,616<br>655<br>313<br>12<br>-<br>234,864<br>95,062<br>21,325<br>-<br>97,250<br>88,011<br>22,403<br>7,402<br>749<br>298<br>3,111<br>1,494<br>35,983<br>11,110<br>180,821<br>108,315<br>54,043<br>(13,253)<br>45,390<br>58,643<br>99,433<br>45,390|
|---|---|---|



The notes form part of these financial statements 

Page 11 



## **THE MENOPAUSE CHARITY** 

## **BALANCE SHEET 30 JUNE 2025** 

|Notes<br>**CURRENT ASSETS**<br>Debtors<br>14<br>Cash at bank<br>**CREDITORS**<br>Amounts falling due within one year<br>15<br>**NET CURRENT ASSETS**<br>**TOTAL ASSETS LESS CURRENT**<br>**LIABILITIES**<br>**NET ASSETS**<br>**FUNDS**<br>17<br>Unrestricted funds<br>Restricted funds<br>**TOTAL FUNDS**|2025<br>£<br>20,833<br>85,991<br>106,824<br>(7,391)<br>99,433<br>99,433<br>99,433<br>67,391<br>32,042<br>99,433|2023<br>£<br>1,244<br>52,461<br>53,705<br>(8,315)<br>45,390<br>45,390<br>45,390<br>33,713<br>11,677<br>45,390|
|---|---|---|



The financial statements were approved by the Board of Trustees and authorised for issue on 5 February 2026 and were signed on its behalf by: 

Mrs R M Dwight - Trustee 

The notes form part of these financial statements 

Page 12 



**THE MENOPAUSE CHARITY** 

## **NOTES TO THE FINANCIAL STATEMENTS FOR THE PERIOD 1 JANUARY 2024 TO 30 JUNE 2025** 

## **1. ACCOUNTING POLICIES** 

## **Basis of preparing the financial statements** 

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention. 

The presentation currency of the financial statements is the Pound Sterling (£). 

## **Going concern** 

The financial statements have been prepared on a going concern basis. In making their assessment the trustees have reviewed and considered relevant information, including their annual budget and future cash flows. The Trustees are of the view that the immediate future of the charity for the next 12 months is secure and that on this basis the charity is a going concern. 

## **Income** 

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

For donations to be recognised the charity will have been notified of the amounts and the settlement date in writing. If there are conditions attached to the donation and this requires a level of performance before entitlement can be obtained then income is deferred until those conditions are fully met or the fulfilment of those conditions is within the control of the charity and it is probable that they will be fulfilled. 

Income received through contracts and grants is recognised from the point in which the charity has entitlement to the funds, contract/ grant conditions has been fully met or it is probable that the income will be received. 

Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity: this is normally upon notification of the interest paid or payable by the bank. 

No amount is included in the financial statements for volunteer time in line with the SORP (FRS 102). Further detail is given in the Trustees' Annual Report. 

## **Expenditure** 

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources. 

## **Taxation** 

The charity is exempt from tax on its charitable activities. 

continued... 

Page 13 



**THE MENOPAUSE CHARITY** 

## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE PERIOD 1 JANUARY 2024 TO 30 JUNE 2025** 

## **1. ACCOUNTING POLICIES - continued** 

## **Fund accounting** 

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees. 

Restricted funds can only be used for particular restricted purposes within the objects of the charity.  Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes. 

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements. 

## **Pension costs and other post-retirement benefits** 

The charity operates a defined contribution pension scheme.  Contributions payable to the charity's pension scheme are charged to the  Statement of Financial Activities in the period to which they relate. 

## **Financial instruments** 

All financial assets and financial liabilities of the charity qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value. 

## **2. DONATIONS AND LEGACIES** 

|Donations<br>Gift aid<br>**3.**<br>**OTHER TRADING ACTIVITIES**<br>Challenge events<br>Community fundraising|Period<br>1/1/24<br>to<br>Year Ended<br>30/6/25<br>31/12/23<br>£<br>£<br>92,261<br>24,317<br>4,082<br>-<br>96,343<br>24,317<br>Period<br>1/1/24<br>to<br>Year Ended<br>30/6/25<br>31/12/23<br>£<br>£<br>17,943<br>29,799<br>8,650<br>7,817<br>26,593<br>37,616|
|---|---|



continued... 

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**THE MENOPAUSE CHARITY** 

## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE PERIOD 1 JANUARY 2024 TO 30 JUNE 2025** 

|**4.**<br>**INVESTMENT INCOME**<br>Interest received<br>**5.**<br>**INCOME FROM CHARITABLE ACTIVITIES**<br>Activity<br>Grants<br>Grant income<br>Training and other<br>services<br>Training and other services income<br>Grants received, included in the above, are as follows:<br>The Big Give Trust<br>The Oglesby Charitable Trust<br>The Shoe Zone Trust<br>Phillips 66 Limited<br>The Hospital Saturday Fund<br>The Shears Foundation<br>The MacMillan Charity<br>Heart of Bucks Community Foundation<br>FSJ Trust<br>Arnold Clark Community Fund<br>Postcode Society Trust<br>National Lottery Community Fund|Period<br>1/1/24<br>to<br>Year Ended<br>30/6/25<br>31/12/23<br>£<br>£<br>655<br>313<br>Period<br>1/1/24<br>to<br>Year Ended<br>30/6/25<br>31/12/23<br>£<br>£<br>100,461<br>30,016<br>10,800<br>2,800<br>111,261<br>32,816<br>Period<br>1/1/24<br>to<br>Year Ended<br>30/6/25<br>31/12/23<br>£<br>£<br>15,000<br>13,065<br>-<br>5,951<br>10,000<br>10,000<br>-<br>1,000<br>2,000<br>-<br>5,676<br>-<br>14,785<br>-<br>5,000<br>-<br>2,000<br>-<br>1,000<br>-<br>25,000<br>-<br>20,000<br>-<br>100,461<br>30,016|
|---|---|



continued... 

Page 15 



## **THE MENOPAUSE CHARITY** 

## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE PERIOD 1 JANUARY 2024 TO 30 JUNE 2025** 

|**6.**|**CHARITABLE ACTIVITIES COSTS**||||
|---|---|---|---|---|
|||Direct|Support||
|||Costs (see|costs (see||
|||note 7)|note 8)|Totals|
|||£|£|£|
||Staff costs|10,677|10,648|21,325|
||Freelance costs|46,406|50,844|97,250|
||Activities expenses|22,403|-|22,403|
||Training costs|-|749|749|
||Travel expenses|732|2,379|3,111|
||Admin costs|-|35,983|35,983|
|||80,218|100,603|180,821|
|**7.**|**DIRECT COSTS OF CHARITABLE ACTIVITIES**||||
||||Period||
||||1/1/24||
||||to|Year Ended|
||||30/6/25|31/12/23|
||||£|£|
||Staff costs||10,677|-|
||General support||8,916|6,934|
||Outreach||11,902|468|
||Project team freelancers||46,406|56,076|
||HCP education||1,585|-|
||Project team travel||732|-|
||||80,218|63,478|
|**8.**|**SUPPORT COSTS**||||
||||Governance||
|||Management|<br>costs|Totals|
|||£|£|£|
||Staff costs|10,648|-|10,648|
||Freelance costs|50,844|-|50,844|
||Training costs|749|-|749|
||Travel expenses|2,379|-|2,379|
||Admin costs|34,063|1,920|35,983|
|||98,683|1,920|100,603|



continued... 

Page 16 



## **THE MENOPAUSE CHARITY** 

## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE PERIOD 1 JANUARY 2024 TO 30 JUNE 2025** 

## **8. SUPPORT COSTS - continued** 

Support costs, included in the above, are as follows: 

|Trustees' remuneration etc<br>Wages<br>Pensions<br>Bank charges<br>Computer and CRM supplies<br>Central team freelancers<br>Fundraising<br>Insurance<br>Marketing<br>Office costs<br>Printing, post and stationery<br>Professional fees<br>Staff training and welfare<br>Subsistence<br>Travel expenses<br>Membership and subscriptions<br>Accountancy fees<br>Trustees' remuneration etc<br>Wages<br>Pensions<br>Bank charges<br>Computer and CRM supplies<br>Central team freelancers<br>Fundraising<br>Insurance<br>Marketing<br>Office costs<br>Printing, post and stationery<br>Professional fees<br>Staff training and welfare<br>Subsistence<br>Travel expenses<br>Membership and subscriptions<br>Carried forward|Travel<br>expenses<br>£<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>168<br>2,211<br>-<br>2,379|Staff<br>costs<br>£<br>-<br>10,208<br>440<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>10,648<br>Admin<br>costs<br>£<br>3,354<br>-<br>-<br>591<br>4,429<br>-<br>5,039<br>1,863<br>8,790<br>1,761<br>789<br>5,888<br>-<br>-<br>-<br>1,559<br>34,063|Freelance<br>Training<br>costs<br>costs<br>£<br>£<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>50,844<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>749<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>50,844<br>749<br>Period<br>1/1/24<br>to<br>Year Ended<br>30/6/25<br>31/12/23<br>Total<br>Total<br>activities<br>activities<br>£<br>£<br>3,354<br>275<br>10,208<br>-<br>440<br>-<br>591<br>187<br>4,429<br>2,571<br>50,844<br>31,935<br>5,039<br>228<br>1,863<br>-<br>8,790<br>3,289<br>1,761<br>804<br>789<br>1,609<br>5,888<br>707<br>749<br>298<br>168<br>-<br>2,211<br>1,494<br>1,559<br>-<br>98,683<br>43,397|
|---|---|---|---|



continued... 

Page 17 



## **THE MENOPAUSE CHARITY** 

## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE PERIOD 1 JANUARY 2024 TO 30 JUNE 2025** 

## **8. SUPPORT COSTS - continued** 

|Brought forward<br>Accountancy fees|Travel<br>expenses<br>£<br>2,379<br>-<br>2,379|Admin<br>costs<br>£<br>34,063<br>1,920<br>35,983|Period<br>1/1/24<br>to<br>Year Ended<br>30/6/25<br>31/12/23<br>Total<br>Total<br>activities<br>activities<br>£<br>£<br>98,683<br>43,397<br>1,920<br>1,440<br>100,603<br>44,837|
|---|---|---|---|



## **9. NET INCOME/(EXPENDITURE)** 

|Net income/(expenditure) is stated after charging/(crediting):<br>Independent Examiner's fees|Period<br>1/1/24<br>to  Year Ended<br>30/6/25<br>31/12/23<br>£<br>£<br>1,920<br>1,440|
|---|---|



## **10. TRUSTEES' REMUNERATION AND BENEFITS** 

There were no trustees' remuneration or other benefits for the period ended 30 June 2025 nor for the year ended 31 December 2023. 

## **Trustees' expenses** 

|**Trustees' expenses**|||
|---|---|---|
||Period||
||1/1/24||
||to|Year Ended|
||30/6/25|<br>31/12/23|
||£|£|
|Trustees' expenses|3,354|275|



continued... 

Page 18 



**THE MENOPAUSE CHARITY** 

## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE PERIOD 1 JANUARY 2024 TO 30 JUNE 2025** 

## **11. STAFF COSTS** 

|Wages and salaries<br>Other pension costs|Period<br>1/1/24<br>to<br>Year Ended<br>30/6/25<br>31/12/23<br>£<br>£<br>20,885<br>-<br>440<br>-<br>21,325<br>-|
|---|---|



The charity's key management personnel comprise the Trustees and the Chief Executive Officer. The total employee benefits of the key management personnel were £21,325 (2023 - £Nil). 

The average monthly number of employees during the period was as follows: 

|||||Period||
|---|---|---|---|---|---|
|||||1/1/24||
|||||to|Year Ended|
|||||30/6/25|31/12/23|
||Project and administration|||1|-|
||No employees received emoluments in excess of £60,000.|||||
|**12.**|**COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES**|||||
|||Unrestricted||Restricted|<br>Total|
||||fund|funds|funds|
||||£|£|£|
||**INCOME AND ENDOWMENTS FROM**|||||
||Donations and legacies|18,343||5,974|24,317|
||**Charitable activities**|||||
||Grant income|12,500||17,516|30,016|
||Training and other services income||2,800|-|2,800|
||Other trading activities|37,206||410|37,616|
||Investment income||313|-|313|
||**Total**|71,162||23,900|95,062|
||**EXPENDITURE ON**|||||
||**Charitable activities**|||||
||Freelance costs|77,281||10,730|88,011|
||Activities expenses||5,972|1,430|7,402|
||Training costs||298|-|298|
||Travel expenses||1,494|-|1,494|
||Admin costs|11,045||65|11,110|
||**Total**|96,090||12,225|108,315|



continued... 

Page 19 



## **THE MENOPAUSE CHARITY** 

## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE PERIOD 1 JANUARY 2024 TO 30 JUNE 2025** 

|**12.**|**COMPARATIVES FOR THE STATEMENT OF**|**FINANCIAL ACTIVITIES - continued**|**FINANCIAL ACTIVITIES - continued**|**FINANCIAL ACTIVITIES - continued**|**FINANCIAL ACTIVITIES - continued**||
|---|---|---|---|---|---|---|
|||Unrestricted|Restricted||Total||
|||fund|funds||funds||
|||£|£||£||
||**NET INCOME/(EXPENDITURE)**|(24,928)|11,675||(13,253)||
||**Transfers between funds**|(2)|2|||-|
||**Net movement in funds**|(24,930)|11,677||(13,253)||
||**RECONCILIATION OF FUNDS**||||||
||Total funds brought forward|58,643||-|58,643||
||**TOTAL FUNDS CARRIED FORWARD**|33,713|11,677||45,390||
|**13.**|**GIFTS IN KIND**||||||
||The charity has received the equivalent in media value in excess of £165,000 in pro bono||||||
||support this year from the delivery of a national|billboard campaign.|||||
|**14.**|**DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR**||||||
||||2025||2023||
||||£||£||
||Trade debtors||10,000||80||
||Other debtors||5,588||1,164||
||Prepayments and accrued income||5,245||-||
||||20,833||1,244||
|**15.**|**CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR**||||||
||||2025||2023||
||||£||£||
||Trade creditors||2,962||6,875||
||Taxation and social security||1,307||-||
||Other creditors||3,122||1,440||
||||7,391||8,315||



continued... 

Page 20 



## **THE MENOPAUSE CHARITY** 

## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE PERIOD 1 JANUARY 2024 TO 30 JUNE 2025** 

|**16.**<br>**ANALYSIS OF NET ASSETS BETWEEN FUNDS**<br>Unrestricted Restricted<br>fund<br>funds<br>£<br>£<br>Current assets<br>74,782<br>32,042<br>Current liabilities<br>(7,391)<br>-<br>67,391<br>32,042<br>**17.**<br>**MOVEMENT IN FUNDS**<br>At 1/1/24<br>£<br>**Unrestricted funds**<br>General fund<br>33,713<br>**Restricted funds**<br>Awareness Project<br>11,332<br>Other Restricted Projects<br>345<br>Cancer Project<br>-<br>Resources for Ethnic Diversities<br>-<br>Peer Support - Manchester<br>-<br>11,677<br>**TOTAL FUNDS**<br>45,390<br>Net movement in funds, included in the above are as follows:<br>Incoming<br>resources<br>£<br>**Unrestricted funds**<br>General fund<br>175,403<br>**Restricted funds**<br>Awareness Project<br>-<br>Other Restricted Projects<br>-<br>Cancer Project<br>18,785<br>Resources for Ethnic Diversities<br>10,676<br>Inclusion Fund<br>10,000<br>Peer Support - Manchester<br>20,000<br>59,461<br>**TOTAL FUNDS**<br>234,864|2025<br>Total<br>funds<br>£<br>106,824<br>(7,391)<br>99,433<br>Net<br>movement<br>in funds<br>£<br>33,678<br>(11,332)<br>(345)<br>11,566<br>476<br>20,000<br>20,365<br>54,043<br>Resources<br>expended<br>£<br>(141,725)<br>(11,332)<br>(345)<br>(7,219)<br>(10,200)<br>(10,000)<br>-<br>(39,096)<br>(180,821)||
|---|---|---|
||||



continued... 

Page 21 



**THE MENOPAUSE CHARITY** 

## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE PERIOD 1 JANUARY 2024 TO 30 JUNE 2025** 

## **17. MOVEMENT IN FUNDS - continued** 

## **Comparatives for movement in funds** 

|Net<br>Transfers<br>movement<br>between<br>At 1/1/23<br>in funds<br>funds<br>£<br>£<br>£<br>**Unrestricted funds**<br>General fund<br>58,643<br>(24,928)<br>(2)<br>**Restricted funds**<br>Mental Health Project<br>-<br>(2)<br>2<br>Awareness Project<br>-<br>11,332<br>-<br>Other Restricted Projects<br>-<br>345<br>-<br>-<br>11,675<br>2<br>**TOTAL FUNDS**<br>58,643<br>(13,253)<br>-<br>Comparative net movement in funds, included in the above are as follows:<br>Incoming<br>Resources<br>resources<br>expended<br>£<br>£<br>**Unrestricted funds**<br>General fund<br>71,162<br>(96,090)<br>**Restricted funds**<br>Mental Health Project<br>3,130<br>(3,132)<br>Awareness Project<br>20,360<br>(9,028)<br>Other Restricted Projects<br>410<br>(65)<br>23,900<br>(12,225)<br>**TOTAL FUNDS**<br>95,062<br>(108,315)|At<br>31/12/23<br>£<br>33,713<br>-<br>11,332<br>345<br>11,677<br>45,390<br>Movement<br>in funds<br>£<br>(24,928)<br>(2)<br>11,332<br>345<br>11,675<br>(13,253)|
|---|---|



## **Restricted Funds** 

## **Mental Health** 

To raise awareness of the psychological symptoms experienced during perimenopause and menopause and provide the information required to manage those. 

## **Awareness** 

To raise awareness of the physical and psychological symptoms that can be experienced during perimenopause and menopause through a national 'Join the dots' campaign so that people recognise the signs and access knowledge to seek appropriate care and treatment. 

To ensure healthcare settings have visible and engaging materials to help more people join the dots and recognise the symptoms of perimenopause and menopause. These materials will ensure people understand the lifestyle changes and treatment options available to help them best manage symptoms. 

continued... 

Page 22 



**THE MENOPAUSE CHARITY** 

## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE PERIOD 1 JANUARY 2024 TO 30 JUNE 2025** 

## **17. MOVEMENT IN FUNDS - continued** 

## **Other restricted projects** 

Raise menopause awareness in East Sussex. 

## **Cancer-treatment induced menopause** 

To co-create tailored resources that will detail the unique experiences of cancer treatmentinduced menopause, how and why menopause symptoms can occur due to cancer treatment, and explore the lifestyle changes, such as movement, diet and self-care, that can help manage menopause symptoms effectively. 

## **Resources for Ethnic Diversities** 

To co-create culturally relevant menopause resources in collaboration with diverse communities, addressing the specific needs and experiences of diverse ethnic groups. 

## **Inclusion Fund** 

To ensure that everyone can access inclusive and practical menopause information they can trust and that is tailored to their needs. 

## **Peer Support Manchester** 

To pilot a safe, inclusive, and trusted approach to peer support in North and Central Manchester, equipping volunteers and staff to provide culturally sensitive signposting and practical support for women and individuals navigating menopause. 

## **18. RELATED PARTY DISCLOSURES** 

There were no related party transactions for the period ended 30 June 2025. 

Page 23 

