Memory Action Group
Charity number 1203322
Annual Report and Financial Statements for the year ended 31 December 2025
Memory Action Group
Annual Report and Financial Statements for the year ended 31 December 2025
| Contents | Page |
|---|---|
| Trustees' report | 2 to 3 |
| Examiner's report | 4 |
| Receipts and payments account | 5 |
| Statement of assets and liabilities | 6 |
| Notes to the accounts | 7 to 8 |
Prepared by West Yorkshire Community Accountancy Service CIO
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Memory Action Group
Trustees' report for the year ended 31 December 2025
Reference and administrative details of the charity, its trustees and advisors
The trustees during the financial year and up to and including the date the report was approved were: Name Position Dates
Position Chair Vice Chair Treasurer Secretary
Laura Williams Elizabeth Bullock Janet Archbold Mark Gillen Helen Watkiss Leanne Taylor Nicola Johnson Sara Booth Douglas Fox Monica Haley Jane Spedding Richard Opasiak
Appointed 13 May 2025 Appointed 2 September 2025 Appointed 10 October 2025 Appointed 2 November 2025 Resigned 21 May 2025 Resigned 4 March 2025 Resigned 5 February 2025
Charity number
1203322
Registered in England and Wales
Registered and principal address
Bankers
28 Belgravia Road Santander UK St Johns Bridle Road Wakefield Bootle WF1 3JP Merseyside L30 4GB
Independent examiner
Sarah Coates MAAT
West Yorkshire Community Accountancy Service CIO
Stringer House 34 Lupton Street Leeds LS10 2QW
Structure, governance and management
The charity is a Charitable Incorporated Organisation (CIO) foundation formed on 31 May 2023 and is governed by a constitution.
Method of recruitment and appointment of trustees
The trustees of the charity are appointed by the members at the AGM.
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Memory Action Group
Trustees' report (continued) for the year ended 31 December 2025
Objectives and activities
The charity's objects
The relief of those in need by reason of ill-health for the public benefit by providing support for people living with dementia their carers and families in Wakefield district. The area of benefit would be Wakefield Metropolitan District Council and surrounding areas.
The charity's main activities
The charity provides drop in sessions weekly for people with dementia and their carers, run monthly exercise and singing sessions. They also run events and activities throughout the year.
Public benefit statement
In setting our objectives and planning our activities our Trustees have given serious consideration to the Charity Commission’s general guidance on public benefit.
Achievements and performance
Numbers attending Memory Action Group (MAG) drop-in sessions continue to grow. MAG is well known in the area and continues to receive referrals from many organisations including NHS, Alzheimer’s Society, Age UK and Carers Wakefield.
MAG has increased monthly session offers to two chair exercises, one Music, Movement & Me, two Games (boccia bowls etc.), one Zumba and one Singalong. During this year we had two day trips, to Beamish and Pickering, to Whitby Steam Train with North Yorkshire Moors Railway. We also had two canal boat trips with Safe Anchor Trust in July. One session of reminiscing with external facilitator who brought in lots of memorabilia.
In April the Virtual Dementia Bus was on-site training 26 carers. Also, one crafting session with Recovery College and four Get Set Goal sessions were held with students from Huddersfield University including health checks (blood pressure, heart rate etc.), talks on hydration, exercise, healthy eating and brain stimulation. The Christmas party was enjoyed by over 95 people.
Visitors to centre included representatives from Carers Wakefield, Healthwatch, Primary Care Partnership & Transformation Team, Complete Care West Yorkshire Ltd, Mid Yorkshire Trust Patient Experience Team, CoProduction & Engagement Lead, WMDC, Reminiscence facilitator, The Wright Will Company, Supersense Technologies, Chadwick Lawrence Solicitors, Wiltshire Farm Foods, MHA (Methodist Homes Association), Admiral Nurses, Angel Care, Tech Enablement Team WMDC, Age UK, Rainbow Care Group, Alzheimer’s Society, Wakefield Walking Football. NHS Digital Support Team, Wakefield Carers Digital Inclusion.
We commissioned a writer to write the past, present and future of MAG – the book should be published early in 2026. We are still searching for larger premises to enable us to provide much more, for more people, and to accommodate the resurrection of New Horizons – peer support group for people dealing with loss through dementia. Finally three new Drop-in centre volunteers joined in 2025 and have settled in well.
Financial review
The net receipts for the year were £35,311, including net receipts of £39,215 on unrestricted funds and net payments of £3,904 on restricted funds.
Reserves policy
The charity's free reserves, at the year end were £125,631.
The charity have agreed to keep at least 6 months reserves which is a minimum of £3,696, with view to amend in the future if required. The current reserves much higher due to the charity receiving a significant amount of unrestricted donations in the year. The trustees are considering utilising the funds in securing new premises.
Approved by the board of trustees on …………..……...…….
Signed: ………………..…………. (Trustee)
Name: ……………..…..………….
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Memory Action Group
Independent examiner's report to the trustees of Memory Action Group
I report to the charity trustees on my examination of the accounts of the CIO for the year ended 31 December 2025, which are set out on pages 5 to 8.
Responsibilities and basis of report
As the charity trustees of the CIO 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 CIO's accounts as carried out under section 145 of the 2011 Act. In carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner's statement
I have completed my examination. I 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 charity as required by section 130 of the Charities Act; 2 the accounts do not accord with those records.
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.
Signed: …………………………………… Name: Sarah Coates MAAT
Date: …………………….
West Yorkshire Community Accountancy Service CIO
Stringer House 34 Lupton Street Leeds LS10 2QW
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Memory Action Group
Receipts and payments account for the year ended 31 December 2025
| Notes 2025 Unrestricted funds £ Receipts Grants and donations (2) 52,088 Events and activities 1,126 Market income 15,484 Total receipts 68,698 Payments Rent and storage costs 4,910 Equipment 14,034 Insurance 179 Events and activity costs 8,524 Donations 386 Refreshments and sundries 495 Printing, postage and stationery 168 Books and publications 26 Administration costs 233 Independent examination 528 Total payments 29,483 Net receipts / (payments) 39,215 Fund balances brought forward 86,416 Fund balances carried forward (3) 125,631 |
2025 Restricted funds £ 6,000 - - 6,000 3,662 2,006 - 4,236 - - - - - - 9,904 (3,904) 6,012 2,108 |
2025 Total funds £ 58,088 1,126 15,484 74,698 8,572 16,040 179 12,760 386 495 168 26 233 528 39,387 35,311 92,428 127,739 |
2024 Total funds £ 35,208 1,502 17,226 53,936 7,091 2,148 179 7,659 85 345 340 63 134 528 18,572 35,364 57,064 92,428 |
|---|---|---|---|
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Memory Action Group Statement of assets and liabilities
| as at 31 December 2025 2025 Unrestricted £ Cash funds Cash at bank 125,620 Cash in hand 11 Total cash funds 125,631 Debtors and prepayments Prepayments Assets retained for the charity's own use Laptops Stacking chairs Tovertafel Liabilities Accruals The financial statements were approved by the board of trustees on … |
2025 Restricted £ 2,108 - 2,108 ………..…….. |
2025 Total £ 127,728 11 127,739 2025 £ 149 149 2025 £ 528 528 .……. |
2024 Total £ 92,418 10 92,428 |
|---|---|---|---|
Signed: ……………...………….…. (Trustee)
Name: ……………..…..………….
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Memory Action Group
Notes to the accounts
for the year ended 31 December 2025
1 Accounting policies
Basis of accounting
The trustees have taken advantage of section 133 of the Charities Act 2011 and have prepared the accounts on a receipts and payments basis.
There has been no change to the accounting policies since last year.
No changes have been made to the accounts for previous years.
Taxation
As a charity the organisation benefits from rates relief and is generally exempt from income tax and capital gains tax but not from VAT. Irrecoverable VAT is included in the cost of those items to which it relates.
Fund accounting
Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity.
Designated funds are unrestricted funds earmarked by the trustees for particular purposes.
Restricted funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of an appeal.
Further explanation of the nature and purpose of each fund is included in the notes to the accounts.
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Memory Action Group
Notes to the accounts continued
for the year ended 31 December 2025
| 2 Grants and donations Sport England Wakefield District Housing Windmill Community Transport Donations from organisations Drop in donations Mayor's Fund donation PHP Community Impact Grant Other donations 3 Restricted funds NOVA Wakefield Windmill Community Transport Sport England WDH Community Grant Primary Health Properties Other personal donation |
Balance b/f £ 3,392 - 870 1,750 - - 6,012 |
2025 Unrestricted funds £ - - - 15,320 4,042 23,593 - 9,133 52,088 Incoming £ - 2,000 - - 3,000 1,000 6,000 |
2025 Restricted funds £ - - 2,000 - - - 3,000 1,000 6,000 Outgoing £ 3,392 1,700 870 1,750 2,192 - 9,904 |
2025 Total funds £ - - 2,000 15,320 4,042 23,593 3,000 10,133 58,088 Transfers £ - - - - - - - |
2024 Total funds £ 2,040 1,750 6,142 10,619 4,149 - - 10,508 35,208 Balance c/f £ - 300 - - 808 1,000 2,108 |
|---|---|---|---|---|---|
Purpose of restriction
Fund name Purpose of restriction NOVA Wakefield Towards the costs of room hire for the drop in centre. Windmill Community Transport To provide coach hire for day trips during the year. Sport England Towards the costs of monthly Chair Exercises, and Music & Movement sessions plus four ‘Get Set Goal’ sessions with University of Huddersfield. WDH Community Grant To purchase stacking chairs for the drop in centre.
WDH Community Grant Primary Health Properties Other personal donation
To maintain singing, exercises and music & movement sessions. Donation specifically to fund afternoon tea at Blackpool tower trip.
4 Trustee expenses
No trustee received any expenses during this year or the previous year.
Trustee remuneration and benefits
No trustee received any remuneration or benefit during this or the previous year.
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