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2025-03-31-accounts

Docusign Envelope ID: 7F7BCF4D-DC5A-42C5-846F-FF8D323664A9

REGISTERED CHARITY NUMBER: 286277

REPORT OF THE TRUSTEES AND

UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

FOR

THE WESSEX NEUROLOGICAL CENTRE TRUST

Docusign Envelope ID: 7F7BCF4D-DC5A-42C5-846F-FF8D323664A9

THE WESSEX NEUROLOGICAL CENTRE TRUST

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

Page
Report of the Trustees 1 to 4
Independent Examiner's Report 5
Statement of Financial Activities 6
Balance Sheet 7
Notes to the Financial Statements 8 to 13

Docusign Envelope ID: 7F7BCF4D-DC5A-42C5-846F-FF8D323664A9

THE WESSEX NEUROLOGICAL CENTRE TRUST

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

The trustees present their report with the financial statements of the charity for the year ended 31 March 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

Public benefit

The trustees confirm that they have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing the charity's aims and objectives and in planning future activities. The trustees refer to public benefit throughout this report.

The Trust's objects are:

- The relief of sickness by the promotion of research into disorders of the nervous system and their treatment at the Wessex Neurological Centre and by such research improve the quality and range of treatment to be offered at the said Wessex Neurological Centre and to publish for general as well as medical consideration the results of such research. The Trust Deed permits the Trustees to resolve to apply Trust funds for other similar charitable purposes recommended by the Trustees.

- To continue fund raising under the Smile4Wessex title for a range of new projects and equipment.

- To consider and where appropriate suppor from general funds requests for funding of small projects falling within the Trusts objects.

The Trustees met regularly during the period and supported the following projects:-

Risk of aneurysm rupture (ROAR) study

The ROAR study is the largest research project of its kind in the world and aims to transform how we assess the risk of brain aneurysms rupturing. The ROAR study has collected detailed information on about 20,000 patients with unruptured brain aneurysms and is using national databases of hospital admissions and deaths to detect which aneurysms burst. The aim is to provide a comprehensive, long-term view of brain aneurysm risk and help deliver safer, more personalised care to thousands of patients in the UK and beyond. The charity has supported the team at Wessex Neuro who are running the ROAR study.

The grant for the ROAR project finished this year with payments of £19,000 made in the year.

Stealth Autoguide Surgical Robot to transform epilepsy surgery

Epilepsy is the most common serious neurological condition affecting at least 30,000 people in Hampshire and Dorset. It is the second most common cause of mental health disability not withstanding the social and workplace stigma that remain attached to this lifelong condition. 1 in 3 patients with epilepsy do not achieve remission with medication and would potentially benefit from resection or disconnection with most operated patients becoming seizure free.

The Stealth Autoguide Robot from Medtronic allows implantation of invasive electrodes to be inserted into the brain to identify patients suitability for surgery. It fixes on to the operating table and rotates around the patients head, allowing 360-degree access to the cranium and provides a targeting framework to drill holes in the skull and allow access to deep targets within the brain with accuracy to plan a variety of intracranial trajectories.

The robot will improve the safety and accuracy of surgical targeting of intracranial lesions, thus it would also support biopsies of deep-seated tumours in the adult and paediatric population and like most stereotactic techniques, it would improve safety and yield when targeting lesions close to eloquent intracranial structures by virtue of providing a fixed base (in relation to the patients skull) as opposed to to purely manual techniques.

During the year, the charity purchased an Autoguide robotic navigated arm for epilepsy surgery for £148,000.

Page 1

Docusign Envelope ID: 7F7BCF4D-DC5A-42C5-846F-FF8D323664A9

THE WESSEX NEUROLOGICAL CENTRE TRUST

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

Video Telemetry Equipment

Epilepsy has a dramatic impact on those it affects. Whilst medication can in most cases control these seizures, for others the drugs have little or no effect. For these patients in particular, epilepsy can have a range of repercussions. The issues of safety and independence are obvious, but many will suffer problems with their self-esteem and confidence, memory, schooling and behaviour. In later life, ongoing seizures can affect their ability to drive, employment prospects and relationships.

Seizures are triggered by abnormal electrical discharges that spread throughout the brain. In many cases this activity is random, but in others the trigger activity occurs in the same area of the brain every time. For these latter cases, if you are able to identify the precise location of the trigger activity, it may be possible to cure the epilepsy by surgically removing the trigger area. It is for this reason that dedicated Video Telemetry Equipment is required.

The charity provided funding for Video Telemetry Equipment at Wessex Neuro at a cost of £57,000.

Ultrasound Equipment

Ultrasound equipment was purchased for the Unit in the sum of £8,000.

Neuro-oncology Training Placement Abroad

A doctor from the Wessex Neuro team was sponsored to support a training placement in France for £5,000.

Fundraising Activities

Fundraising activities proved to be more difficult in 2025 compared to 2024 when we received some exceptional corporate donations.

FINANCIAL REVIEW

Reserves policy

It is the policy of the Trust to maintain, over a period of time, free reserves by holding investments to cover up to an average of twelve months of recurring expenditure, which the Trustees estimate to be approximately £50,000 per annum. This is in accordance with charity Commission recommendations.

Investment policy

The Trustees have absolute discretion over the investment policy of the Trust, as set out in the Trust Deed. The Trustees have instructed Rathbones to operate a medium risk strategy in order to achieve a balanced objective between income and capital growth.

During the year the Trust received income of £64,760 (2024 £117,662) and financed charitable expenditure of £282,421 (2024 £68,363). The Trust has funds of £170,378 (2024 £383,773) at the year end. The performance of the Trust's funds has recovered but continues to be affected by global factors.

Page 2

Docusign Envelope ID: 7F7BCF4D-DC5A-42C5-846F-FF8D323664A9

THE WESSEX NEUROLOGICAL CENTRE TRUST

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

STRUCTURE, GOVERNANCE AND MANAGEMENT

The Wessex Neurological Centre Trust, a registered Charity, was established by a Trust Deed executed on 31 December 1982 It is managed in accordance with the rules of the Trust Deed by a minimum of three Trustees who meet at least three times per year. In addition it operates a fund as part of the charity branded Smile4Wessex and employs a Fundraising Coordinator to raise funds for the Trust.

Election of Trustees takes place annually at the AGM by the members of the Trust. Names are proposed and seconded before the election. No other person or body is entitled to appoint a Trustee.

Risk Management

The Trustees have examined the major risks which the charity faces and confirm that systems have been established so that the necessary steps can be taken to lessen these risks. The previous risk to the charity during the post Covid pandemic has now abated and the Trustees are confident that a new large project can now be sought and funded. Any new projects can still be funded by the Rathbones funds in the event of un-anticipated funding reduction.

Plans for the future

The Trustees agreed that they would not seek a further major project until funds were replenished, although they would invite applications for smaller projects.

Trustees' responsibilities in relation to the financial statements

Trustees are responsible for preparing the annual report and financial statement in accordance with applicable law and United Kingdom Generally accepted Accounting Practice.

Law applicable to charities in England and Wales requires the Trustees to prepare financial statements for each financial year which give a true and fair view of the charity's financial activities during the year and of its financial position at the end of the year. In preparing those financial statements, the Trustees are required to:

- Select suitable accounting policies and then apply them consistently;

- Make judgements and estimates that are reasonable and prudent;

- State whether applicable accounting standards and statements of recommended practice have been followed subject to any departures disclosed and explained in the financial statement; and

- Prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in business.

The Trustees are responsible for keeping accounting records which disclose with reasonable accuracy at any time the financial position of the charity and enable it to ensure that the financial statements comply with the Charities Act 2011. The Trustees are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Julia Prior stood down on 5.11.2024 after 8 years of service and the other trustees would like to recognise her contribution and thank her for her service to the Trust.

Darren O'Sullivan was appointed as a new Trustee on 6.11.2024 and we are pleased to welcome him to his role.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number

286277

Principal address

Smile4Wessex Appeal Office Mailpoint 101 Southampton General Hospital, Tremona Rd Southampton Hampshire SO16 6YD

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Docusign Envelope ID: 7F7BCF4D-DC5A-42C5-846F-FF8D323664A9

THE WESSEX NEUROLOGICAL CENTRE TRUST

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2025

Trustees

J M Prior (resigned 5.11.2024) D O Butlers P Grundy M White D O'Sullivan (appointed 6.11.2024)

Independent Examiner

S F Mackie Morris Crocker Chartered Accountants Lake House 2 Port Way Port Solent Portsmouth Hampshire PO6 4TY

26 January 2026 Approved by order of the board of trustees on ............................................. and signed on its behalf by:

................................................................. D O'Sullivan - Trustee

Page 4

Docusign Envelope ID: 7F7BCF4D-DC5A-42C5-846F-FF8D323664A9

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE WESSEX NEUROLOGICAL CENTRE TRUST

Independent examiner's report to the trustees of The Wessex Neurological Centre Trust

I report to the charity trustees on my examination of the accounts of The Wessex Neurological Centre Trust (the Trust) for the year ended 31 March 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

  2. 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.

S F Mackie

Morris Crocker Chartered Accountants Lake House 2 Port Way Port Solent Portsmouth Hampshire PO6 4TY 27 January 2026

Date: .............................................

Page 5

Docusign Envelope ID: 7F7BCF4D-DC5A-42C5-846F-FF8D323664A9

THE WESSEX NEUROLOGICAL CENTRE TRUST

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2025

Unrestricted
funds
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
2
59,072
Investment income
3
5,688
Total
64,760
EXPENDITURE ON
Raising funds
4
12,419
Charitable activities
5
Raising funds for research
270,002
Total
282,421
Net gains on investments
4,266
NET INCOME/(EXPENDITURE)
(213,395)
RECONCILIATION OF FUNDS
Total funds brought forward
383,773
TOTAL FUNDS CARRIED FORWARD
170,378
Restricted
fund
£
-
-
-
-
-
-
-
-
-
-
2025
Total
funds
£
59,072
5,688
64,760
12,419
270,002
282,421
4,266
(213,395)
383,773
170,378
2024
Total
funds
£
109,650
8,012
117,662
15,592
52,771
68,363
5,932
55,231
328,542
383,773

The notes form part of these financial statements

Page 6

Docusign Envelope ID: 7F7BCF4D-DC5A-42C5-846F-FF8D323664A9

THE WESSEX NEUROLOGICAL CENTRE TRUST

BALANCE SHEET
31 MARCH 2025
Notes
FIXED ASSETS
Investments
10
CURRENT ASSETS
Cash at bank
CREDITORS
Amounts falling due within one year
11
NET CURRENT ASSETS
TOTAL ASSETS LESS CURRENT
LIABILITIES
NET ASSETS
FUNDS
13
Unrestricted funds
TOTAL FUNDS
2025
£
158,414
13,975
(2,011)
11,964
170,378
170,378
170,378
170,378
2024
£
246,871
139,766
(2,864)
136,902
383,773
383,773
383,773
383,773

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

26 January 2026

............................................. D O'Sullivan - Trustee

The notes form part of these financial statements

Page 7

Docusign Envelope ID: 7F7BCF4D-DC5A-42C5-846F-FF8D323664A9

THE WESSEX NEUROLOGICAL CENTRE TRUST

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 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, with the exception of investments which are included at market value, as modified by the revaluation of certain assets.

The trustees consider that there are no material uncertainties regarding the charity's ability to continue as 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.

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.

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.

The charity only enters into basic financial instruments transactions that result in the recognition of financial assets and liabilities like trade and other accounts receivable and payable and investments in stocks and shares. The measurement basis used for these instruments is detailed below.

Debtors and cash at bank

Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due. Cash at bank and in hand included cash held on deposit or in a current account.

Creditors and provisions

continued...

Page 8

Docusign Envelope ID: 7F7BCF4D-DC5A-42C5-846F-FF8D323664A9

THE WESSEX NEUROLOGICAL CENTRE TRUST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025

1. ACCOUNTING POLICIES - continued

Creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.

2. DONATIONS AND LEGACIES

2.
DONATIONS AND LEGACIES
Income from generating funds
3.
INVESTMENT INCOME
Dividends from investments
Deposit account interest
2025
£
59,072
2025
£
4,481
1,207
5,688
2024
£
109,650
2024
£
5,341
2,671
8,012

All investment income is derived from assets held in the United Kingdom.

4. RAISING FUNDS

Raising donations and legacies
Smile 4 Wessex Fundraising
Investment management fees
5.
CHARITABLE ACTIVITIES COSTS
Raising funds for research
Direct
Costs
£
267,824
2025
£
10,813
1,606
12,419
Support
costs (see
note 6)
£
2,178
2024
£
13,425
2,167
15,592
Totals
£
270,002

continued...

Page 9

Docusign Envelope ID: 7F7BCF4D-DC5A-42C5-846F-FF8D323664A9

THE WESSEX NEUROLOGICAL CENTRE TRUST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025

6. SUPPORT COSTS

SUPPORT COSTS
Governance
Finance
costs
Totals
£ £ £
Raising funds for research 89 2,089 2,178
Support costs, included in the above, are as follows:
Finance
2025 2024
Raising
funds for Total
research activities
£ £
Bank charges 89 -
Governance costs
2025 2024
Raising
funds for Total
research activities
£ £
Accountancy and legal fees 1,188 1,080
Independent Examiners fees 901 1,525
2,089 2,605

7. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 March 2025 nor for the year ended 31 March 2024.

Trustees' expenses

During the year no trustee(s) (2024: nil) were reimbursed out of pocket expenses.

8. STAFF COSTS

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

Average staff 2025
1
2024
1

No employees received emoluments in excess of £60,000.

continued...

Page 10

Docusign Envelope ID: 7F7BCF4D-DC5A-42C5-846F-FF8D323664A9

THE WESSEX NEUROLOGICAL CENTRE TRUST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025

9.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted
funds
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
109,650
Investment income
8,012
Total
117,662
EXPENDITURE ON
Raising funds
15,592
Charitable activities
Raising funds for research
52,771
Total
68,363
Net gains on investments
5,932
NET INCOME
55,231
RECONCILIATION OF FUNDS
Total funds brought forward
328,542
TOTAL FUNDS CARRIED FORWARD
383,773
10.
FIXED ASSET INVESTMENTS
MARKET VALUE
At 1 April 2024
Additions
Disposals
Revaluations
At 31 March 2025
NET BOOK VALUE
At 31 March 2025
At 31 March 2024
Restricted
fund
£
-
-
-
-
-
-
-
-
-
-

Total
funds
£
109,650
8,012
117,662
15,592
52,771
68,363
5,932
55,231
328,542
383,773
Listed
investmen
t s
246,871
216,514
(314,144)
9,173
158,414
158,414
246,871

continued...

Page 11

Docusign Envelope ID: 7F7BCF4D-DC5A-42C5-846F-FF8D323664A9

THE WESSEX NEUROLOGICAL CENTRE TRUST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025

11. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

Taxation and social security
Other creditors
12.
ANALYSIS OF NET ASSETS BETWEEN FUNDS
Unrestricted
Restricted
funds
fund
£
£
Investments
158,414
-
Current assets
13,975
-
Current liabilities
(2,011)
-
170,378
-
13.
MOVEMENT IN FUNDS
At 1.4.24
£
Unrestricted funds
General fund
383,773
TOTAL FUNDS
383,773
Net movement in funds, included in the above are as follows:
Incoming
Resources
resources
expended
£
£
Unrestricted funds
General fund
64,760
(282,421)
TOTAL FUNDS
64,760
(282,421)
Comparatives for movement in funds
At 1.4.23
£
Unrestricted funds
General fund
328,542
TOTAL FUNDS
328,542
2025
2024
£
£
356
1,232
1,655
1,632
2,011
2,864
2025
2024
Total
Total
funds
funds
£
£
158,414
246,871
13,975
139,766
(2,011)
(2,864)
170,378
383,773
Net
movement
At
in funds
31.3.25
£
£
(213,395)
170,378
(213,395)
170,378
Gains and
Movement
losses
in funds
£
£
4,266
(213,395)
4,266
(213,395)
Net
movement
At
in funds
31.3.24
£
£
55,231
383,773
55,231
383,773

continued...

Page 12

Docusign Envelope ID: 7F7BCF4D-DC5A-42C5-846F-FF8D323664A9

THE WESSEX NEUROLOGICAL CENTRE TRUST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2025

13. MOVEMENT IN FUNDS - continued

Comparative net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
TOTAL FUNDS
Incoming
resources
£
117,662
117,662
Resources
expended
£
(68,363)
(68,363)
Gains and
Movement
losses
in funds
£
£
5,932
55,231
5,932
55,231

14. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 March 2025.

Page 13