## TRUSTEE ANNUAL REPORT **Trustee Annual Report The PMDD Project For the year ended 31 March 2025** ## **1. Reference and Administrative Details** **Charity Name:** The PMDD Project **Charity Number:** 1208032 **Registered address:** 16 Priory Road, Wilmslow, Cheshire, SK9 5PS ## **Trustees during the year:** - Phoebe Williams - Kimberley Cormack - Maisie Blades - Rebecca Matthews - Milli Raizada ## **Bankers:** Cooperative Bank Plc ## **Independent examiner/auditor:** Not applicable ## **2. Structure, Governance and Management** ## **Governing Document** The charity is governed by its constitution adopted on 29/04/2024 ## **Trustee Appointment and Induction** Trustees are appointed in accordance with the governing document. New trustees receive an induction covering the charity’s aims, activities and governance responsibilities, and financial position. Trustees also receive necessary training. ## **Management Structure** The Charity is managed by the Board of Trustees, who are responsible for strategic direction, financial oversight, and compliance. Day-to-day activities are coordinated by Phoebe Williams, supported by volunteers and contributors. ## **3. Objectives and Activities** ## **Charitable Objects** The charity’s objects are: To relieve the need and protect the health of individuals affected by Pre Menstrual Dysphoric Disorder (PMDD) by: a) Raising awareness of the condition amongst businesses, the education system, and the government. - b) Providing support to the PMDD community. - c) Funding research to advance understanding and treatment of PMDD. ## **Public Benefit** The Trustees have had regard to the Charity Commission’s guidance on public benefit and believe that the charity’s activities continue to provide clear public benefit. The charity supports individuals affected by PMDD by raising awareness, providing accessible information, and offering peer support. Its work helps reduce stigma, improve wellbeing and empower people to seek appropriate care. All resources are made freely available and are accessible to the wider public. ## **Main Activities During the Year** During the year ended 31 March 2025, The PMDD Project focused on awareness campaigns, free online resources, support groups, and raising awareness through media outlets. These activities were designed to support individuals affected by PMDD and to raise awareness and understanding of the condition. ## **4. Achievements and Performance** During its first full year of operation, the charity achieved the following: - Built a team of 5 trustees, 1 freelance designer, and 10 volunteers - 17 free, downloadable resources on PMDD-related topics - Delivered healthcare workshops such as to Black County NHS Trust, Birmingham GPs - Delivered business training workshops to companies such as The Living Centre in Camden, Wolverhampton City Council, Trivallis, Grounded Cafe - Became the key signposting organisation for credible institutions such as Birmingham Women’s Hospital, Grace & Green, and Camden Health - 300+ podcast plays, helping to share real stories and expert voices - Represented PMDD at Houses of Parliament for International Women’s Day - Over 2,800 hours voluntarily contributed to our mission The Trustees are encouraged by the early engagement and growing awareness of the charity’s work. ## **5. Financial Review** ## **Overview** The year ended 31 March 2025 represents the charity’s first full financial year. During this period, the charity successfully generated income, controlled costs, and closed the year with a positive cash balance and no liabilities. The charity operated within its means and ended the year in a stable financial position. ## **Income** Total income for the year was £3,468, generated entirely through online donations. ## **Expenditure** Total expenditure for the year was £1,269 primarily related to: - Advertising and marketing: £820 - Events: £420 - General and administrative costs: minimal Expenditure remained modest and proportionate to the charity’s early-stage activities. ## **Surplus** The charity recorded a surplus of £2,199 for the year. ## **Financial Position** At 31 March 2025: - Cash at bank: £2,199 - Total assets: £2,199 - Liabilities: £0 - Net assets/reserves: £2,199 All funds are unrestricted and held in cash. ## **Reserves Policy** The Trustees aim to maintain an appropriate level of reserves to ensure financial stability and support future development. At year end, reserves stood at £2,199. The Trustees intend to review and formalise the reserves policy as the charity grows. ## **6. Risk Management** The Trustees regularly review the major risks facing the charity and have established systems to mitigate these where possible. As a developing charity operating primarily online and with limited resources, the Trustees recognise the importance of proactive risk management. Key risks identified include: ## **Financial sustainability** The charity currently relies primarily on online fundraising and small-scale donations. There is a risk that income may fluctuate or decline. To manage this, the Trustees monitor income and expenditure regularly, maintain prudent reserves, and are exploring opportunities for diversified funding. ## **Capacity and workload** The charity relies heavily on the time and commitment of volunteers and Trustees. There is a risk of over-reliance on key individuals and potential burnout. To mitigate this, the Trustees encourage shared responsibilities, flexible working practices, and ongoing recruitment and support of volunteers. ## **Safeguarding and wellbeing** Given the sensitive nature of PMDD and mental health, there is a risk that beneficiaries may experience distress or require additional support. The charity seeks to manage this through clear community guidelines, signposting to professionals services, and appropriate safeguarding policies. ## **Reputational risk** As a public-facing organisation, there is a risk that inaccurate information, inappropriate online behaviour, or external criticism could damage the charity’s reputation. This is managed through careful content review, evidence-based information sharing, and active moderation of online platforms. ## **Compliance and governance** There is a risk of non-compliance with charity law, data protection, or reporting requirements. The Trustees address this through regular governance reviews, use of professional guidance where necessary, and ongoing trustee training. The Trustees believe that these measures provide a reasonable level of protection and will continue to review and update risk management procedures as the charity grows. ## **7. Plans for Future Periods** In the coming year, the Trustees intend to focus on strengthening the charity’s capacity, sustainability, and impact. Key priorities include: ## **Expanding the volunteer and staffing base** The charity aims to grow its volunteer network and, where funding allows, develop opportunities for paid roles on a zero-hours contract basis. This will support continuity, reduce reliance on key individuals, and strengthen service delivery. ## **Developing healthcare and workplace training** The Trustees plan to expand training and awareness programmes for healthcare professionals and employers, with the aim of improving understanding of PMDD, supporting earlier diagnosis, and promoting inclusive workplace practices. ## **Increasing and diversifying funding** The charity will focus on strengthening its fundraising strategy through grant and bid applications, partnerships, and other income-generating opportunities, to reduce reliance on individual donations and improve long-term sustainability. ## **Policy and advocacy work** The charity will continue to develop and implement its policy and advocacy strategy, working to influence healthcare systems, employers, and decision-makers to improve recognition, diagnosis, and support for people affected by PMDD. ## **Raising awareness and media engagement** The Trustees aim to increase national and regional media coverage in order to raise public awareness, strengthen credibility, and amplify the voices of those affected by PMDD. Through these priorities, the Trustees seek to build on the charity’s strong foundations and ensure it is well positioned to meet growing demand for its services. ## **8. Statement of Trustees’ Responsibilities** The Trustees are responsible for preparing the annual report and financial statements in accordance with applicable law and United Kingdom accounting standards. The Trustees are responsible for: - Keeping proper accounting records - Safeguarding the charity’s assets - Preventing and defecting fraud - Preparing financial statements that give a true and fair view ## **9. Approval** This report was approved by the Board of Trustees on: Date: 28/01/2026 Signed on behalf of the Board: Name: Phoebe Williams Position: Founder, Trustee Signature: FINANCIAL OVERVIEW REPORT Financial Overview Report The PMDD Project For the year ended 31 March 2025 ## **Financial Overview Report** ## **The PMDD Project** **For the year ended 31 March 2025** ## **1. Purpose of this report** This report has been prepared to provide the Trustees with a clear and proportionate overview of the charity’s financial performance and position in its **first financial year** , supporting effective oversight and informed decision-making. ## **2. Overview of the first financial year** The year ended 31 March 2025 represents the charity’s first full period of financial activity. During this period, the charity successfully generated income, controlled costs, and closed the year with a positive cash balance and no liabilities. Overall, the charity has operated within its means and ended the year in a stable financial position. ## **3. Income and expenditure summary** For the year ended 31 March 2025: - **Total income:** £3,468, generated entirely through online fundraising. - **Total expenditure:** £1,269-primarily related to advertising and marketing (£820) and room hire (£420), with minimal general and administrative costs. - **Surplus for the year:** £2,199 Expenditure has been modest and appears consistent with supporting the charity’s early-stage activities and visibility. No unusual or inappropriate spending was identified. ## **4. Financial position at year end** As of 31 March 2025: - **Cash at bank:** £2,199 - **Total assets:** £2,199 - **Liabilities:** £0 - **Net assets / reserves:** £2,199 All reserves relate to unrestricted funds arising from the current year surplus. The charity holds cash only, with no outstanding debts or creditor obligations at year end. **SmartBooksCo Ltd** Registered Office: 65 Drake Hall, BL5 2RA | Email: info@smart-books.co.uk | Website: www.smart-books.co.uk FINANCIAL OVERVIEW REPORT ## **5. Transactional summary** A review of the transactional data shows: - Income activity consistent with online fundraising. - Low transaction volume, appropriate for the charity’s size. - Spending concentrated in a small number of clear categories. - No indicators of financial control weaknesses or irregular transactions. Record-keeping appears adequate and proportionate for the scale of operations. ## **6. Trustee considerations (proportionate)** In line with Charity Commission expectations for small charities, Trustees may wish to note: - The current cash balance provides a short-term financial buffer for planned activities. - As activity grows, Trustees may wish to informally consider future funding needs and how reserves will be used to support charitable objectives. - Existing financial controls appear appropriate for the charity’s size and complexity at this stage. No material financial concerns have been identified from the first-year financial information reviewed ## **7. Overall conclusion** The charity has had a positive and well-managed first financial year, generating a surplus and maintaining a simple, transparent financial structure. Financial management appears appropriate, proportionate, and in line with the Trustees’ responsibilities. This report can be retained as part of the charity’s internal governance records and used to support Trustee oversight. ## **On behalf of SmartBooksCo.Ltd** Name: Gabriela Chiscareanu Position: Director Date: 24/01/2026 **SmartBooksCo Ltd** Registered Office: 65 Drake Hall, BL5 2RA | Email: info@smart-books.co.uk | Website: www.smart-books.co.uk