ARTHROPLASTY FOR ARTHRITIS CHARITY CHARITY NO.: 1051165 ANNUAL REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 NOVEMBER 2023 Arthroplasty for ARTHROPLASTY FOR ARTHRITIS CHARIry Icharity no.:1051165) ANNUAL REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 NOVEMBER 2023 CONTENT Page General Infomiation Obj'ects and Policies of the Charity Dir8Ctorfs Report 34 Publications, Presentations & Contributions to Books &6 Statement of Income and Expenditure Balanc8 Sheet Notes to Financial Statements 9-10 Ind8pendent Examlnerfs Report ARTHROPLASTY FOR ARTHRITIS CHARITY (Charity no.:10511651 GENERAL INFORMATION FOR THE YEAR ENDED 30 NOVEMBER 2023 Name.. Arthroplasty for Arthritis Charity Registration Number: 1051165 Address.. 57 Callicroft Road Patchway Bristol BS34 5BU Bankers.. National Westminster Queen's Road Branch 40 Queen's Road Bristol BS8 1BF SoliGitors'. TLT 1 Redcliffe Street Bristol BS16TP Trustees.. Dr Daniela Smith Dr Diana Pomeroy Dr David Coates Mr Jeremy Lalham Mr Roger Proctor Prof Mehool Acharya Mr Phil Collard Director.. Mr Evert Smith Consultant Orthopaedic Surgeon Research Committee.. Dr Peter Lachman Prof lan Clarke ARTHROPLASTY FOR ARTHRITIS CHARITY (Charity no.:1051165 OBJECTS AND POLICIES OF THE CHARI FOR THE YEAR ENDED 30 NOVEMBER 2023 The Charity was established by Trust Deed in 1994 and the name and objects wer8 widened in 2012.. 1) To advance education into arthritls, joint replattments and trauma, with particular emphasis on hip replacement surgery. 2) To promote research into arthritis, joint replacement surgery and trauma, with a particular emphasis on hip repla¢ement8. 3> To disseminate the useful results of such research. In order to further these objects the Charity will: 1) Undertake and manage research programmes. 2) Publish and disserninate the results of that research. 3) Undertake presentations on the resurts of the research. 4) Organise conferences, seminars and cournes on relevant topical issues. The Charity will operate in England and Wales but the beneficial area is nalional and intemational. ARTHROPLASTh FOR ARTHRITIS CHARifi (Charlty no.:1051165) DIRECTOR'S REPORT FOR THE YEAR ENDED 30 NOVEMBER 2023 We remain Committed to funding projects researching and uncovering knowledge of musculosk818t- joint pathologie5, Joint arthroplasty. ways of ensuring Suc￿Ss, and possible solutions for problems a failures of joint replacements. The Arthroplasty for Arthritis Charty are supporting important research from ExplantLab with the Dir Dr David Langton, specrfically their project 'Dovèloping a novel algorithm to predict the risk of metalwoll-polyethylene Jolnt replacement fallure,. ExplantLab are researching the variables associated with the success or failure of joint replacement including the role of implant design, manufacturing and surgical technique. The complexities of the response and the influence of immunogenetics on a patient's propensity to develop arthritis are also scrutinised. Dr David Langton and his researchers have now published their ground-breaking work in 2022 in N- Communications Medicine in an article entrtled.. The influonce of HLA genotype on the d8velopm8nt metal hypersensitivity following joint TrplaGement. They concluded that more resources should be directed towards improving the understanding of host-specific responses to implant materials, rathei focussing on controlling surgical factors. Wrth regard to the project we are Supporting at the Royal National Orthopaedic Hospital NHS Twst '. University College London, we have received regular comprehensive updates on the study investiga effects of ex8rcise on the musculoskeletal syst8m, 'Imprnving People's Lifestyle.. from Couch to. This is a collaboration with researchers Professor Alister Hart. Prof Anna Di Laura, Dr Johann Hend others. A publication, Long distance njnning damages the hips is 8 false old beli&fl - Orthopaedic Product &10 minutes. in November 2021, highlighted their research on this subject. Using MRI scans. the researchers performed an analysis and assessment of muscle heatth looking at muscle shape. volui and fat Content in people with different grades of fitness. This has resulted in several publications b LM Horga, J Henckel, A Fotiadou, A Di Laura and others.. (il Intramuscular fat in gluleus maximus for different levels of physic81 a¢tivty-www.nature.com/sciE ports 2021. {ii) 3.0 T MRI findings of 104 hips of asymptomalic adulls.. from non-runn8rs to ultra-distance runner BMJ Open Sport & Exercise M8dicine 2021. (iii) Gender simi1817ties and differences in skele181 musGle and body composition." an MRI study of recreational cyclists. Belzunce. M.A.. Henckel, J., Di Laura, A.. Horga. L.M. and Hart, A.J., 2023. Published in BMJ Open Sport & Exe￿Ise Medicine, 9(3), p.eOO1672. doi.. 10. 1136/bmjsem- 2023-OC htt ensem.bm .com content e001672. An application for funding was submitted by Associate Professor Anna di Laura et al from RNOH foi ARTHROPLAsff FOR ARTHRITIS CHARITY {Charity no.:1051165) DIRECTOR'S REPORT FOR THE YEAR ENDED 30 NOVEMBER 2023 project entitled "3D Patient Specific Instruments (PSIJ for Implant Positioning in Total Hip Replacement" This was evalualed, discussed and finally approved by the Trustees, with a final ¢( being signed on 6 October 2023. The request was for funding for £102.652.02 over years to fui post4octorate researcher part-lime and this matched the funding which was being provided by The Roselrees Trust (total cost of the project £205,304.04). The Director of the charity. Evert Smith, engaged with a media student from the University of th8 Wi England in 2022, in the development fo a podcast on "E-scooter Injuries in the UK" This was als written about in social media in October 2023, to highlight the dangers of e-scooter use. Th8 Trustees were pleased to announce that Sirnon Breakwell accepted their invitation to become a of Arthroplasty for Arthritis Charity. Simon has had a dynamic career. A politics graduate, he joined the Brilish Airways graduate sche where he worked for eight years, before making his name in the tech industry as on8 of the pioneer., online world. In 1998 he moved to Seattle, vthere he ctrfounded Expedia and in 2012 he led Ubef s expansion inl Europe. He has held many non-executive roles with travel tech firms such as Onefinestay and Hom He was Chaiman at bd4travel, board member at Part-timeBeli8ve and Chair of Genius Sports. In 21 Simon joined the AA as Chief Executive Officer before becoming DepLrty Chairman and was on the advisory board of British Al￿ayS from 2014-2016. Simon maintains many roles in business, includin Chair at Enviola, and S6nior Adviser at Fairview and SilverRail. We also gained 2 new Trustees, Professor Mehool Acharya and Mr Phil Collard. Prof Acharya is a I orthopaedic surgeon. Phil Collard, who works in finance, has experien￿ of running a charily and is recipient of bilateral hip joint replacements - this, however, has not hindered him in the past, and he been extrernely active and successful in fitness and in the sport of cycling. Fund raising continues to be difficult but Gonsiderable work has been done to engage funding and w regularly written to various organisations. The Charity remains in debt to The Tompkins Foundalion, the Wyseliot Rose Charitable Trust, The Inchcape Foundation and the Joseph Strong Fraz8r Trust who continue to support our endeavours. remain indebted to webree.com and Proctor + Stevenson Lld for their expertise and considerable o help. Sadly, a close family member of a trustee of The Tompkins Foundation experienced a very sad bereavement in January 2023. One of our trustees, Dr Diana Pomeroy has been very supportive of family. Th6 accounts remain in good order, with adequate funds to Continue actively supporting the various research projects. ARTHROPLASTY FOR ARTHRITIS CHARITY (Charity no.:10511651 PUBLICATIONS, PRESENTATIONS AND CONTRIBUTIONS TO BOOKS FOR THE YEAR ENDED 30 NOVEMBER 2023 Publicatlons 2019-2023 AM Ebied, A Ebied, S Marei, E Srnilh Enhan￿Trg biology andprt)viding slmclurnl support lor8cgt8bularreconstwc1￿n in single-stège rovision forinleclion Journal of OrthopaedtC5 and Tr8um8lology. Open Acces8". Ebied el 81. J Orthop Traumatol12019120'.23 https.'Ildoi.o@10.1188ls101g5-019-05￿6 Koutalos AK, Toms AP. Cahir JG. Smilh EJ Co￿918￿0n of MARS MRI fft>dings wrfh cup posilion, mgt81 ion 18vels 8nd func¢ion in met81 on metal total hip arthropl8$ly Hip Int 2019,. HIPINT-D-174KJ232R1- A(tgusl 2019 Kouialos AK. Toms AP, Cahlr JG, Smith EJ. Coffel8tlon olMARS MRI flndlngs wilh ¢up position, n*talion levots and funcllon ffl melal on rn￿&1 tot81 hlp arthtvplasty Hlp Inl 2019,. HIPINT-D-17-(M)232R1- August 2019 Ebied AM, Ebi¥d A. M8f*i S, Smith E. Enhan¢lng blolo9y 8ndptvvidln9 $lnKlural support ftir 8cetabularreconslnKtlon in &ngle-$18y rnvlsit7n lor Joumgl of Orthopaedlcs and Traumalology- Open A¢x•s8.' Ebied el 81. J Orthop Traumalol 2019: 20.'23 Evert J Smrth Yeor ofth6* Mask COV1ts19 Challenges for Orthopaedic SunJery. Re¢on$trLKlive Review, Joum81 of Joint Implant Surgery and Research Foundation IJISRF) 2020,. 41 Clarke IC. Lezennec JY. Smith EJ, Donaldson TK. Prosthetic Impingement in Total Hip Arthropksty- Thè Trigger for Adverse Wear. Open Journal of Orthopedics 2020. 10.. 321-358. .or rnallo ARTHROPLASTY FOR ARTHRITIS CHARITY (Charity no.:1051165) PUBLICATIONS, PRESENTATIONS AND CONTRIBUTIONS TO BOOKS FOR THE YEAR ENDED 30 NOVEMBER 2023 Presentations 2019 to 2023 Clarke IC. Donaldson TK. John A. Koulalos AA, L8zenne¢ JY. Smith EJ One-hour8dd￿sS Twnnwosis vs Im￿ngeM￿lJv Japanese Arthroplasty Conference Tokyo- Febtu8ry 2019 EJ Smith How successful a￿ cemented hip replacements/Survival of cemenfless fHR7- J￿￿1 Registy d8la EEMEA Cemenlless Hip Symposium Amsterdam- June 2019 EJ Smith Temporal change ffn the us8 Of￿￿￿￿eSS femoral stems EEMEA Cementless Hip Symposium Amsterdam- June 2019 EJ Smith DDA. DSA orSPAIRE- Whatare the con&derations? EEMEA Comenlless Hlp Symposium Amsterdam- June 2019 Smith EJ DDA, DSA orSPAIRE- What8Tr the cons1derntth￿? EEMEA Cemenugss Hlp Symposium- Am$terdam Skill Centre Amslerdarn- 2019 Smith EJ S(ubbies- The futu EEMEA Cemenlless Hip Symposiym- Amslerdam Skill Cenlre Amsteidam- 2019 Smith EJ Howsuccesslul are cemented Trplacements7/SuThival ofcementless THR- Jont Re9i$ty d8t8 EEMEA Cementless Hip Symposium- Amslerd8m Skill Centre AmsleTd8m- 2019 Smilh EJ Temporal ch811ge tn t1￿ use of c*m&nUe&s femoral stems EEMEA Cementless Hip Symposiuffl - Amsterdam Skill Centre Amsterdam- 2019 ARTHROPLASTY FOR ARTHRITIS CHARITY {Charity no.:10511651 STATEMENT OF INCOME AND EXPENDITURE FOR THE YEAR ENDED 30 NOVEMBER 2023 General Restricted Funds Funds Total 2023 Total 2022 Note INCOMING RESOURCES DonationslGranls 28 580 28 580 38 795 Gifts in Kind 20 500 20 500 20 500 Interest 156 156 30 49 236 49 236 59 325 RESOURCES EXPENDED Research costs 20 500 20 500 22 408 The Hip Research Project Administration cosls 20 000 20 000 30 000 1038 1 038 763 41538 41538 53 171 NET SURPLUSI{LOSS) FOR YEAR 7698 7698 6154 RETAINED SURPLUS at beginning of year 263 196 263 196 257 042 RETAINED SURPLUS at end of yoar 270 894 270 894 263 196 ARrHR0PLAS￿ FOR ARTHRITIS CHARITY (Charity no.:1051165) 8ALANCE SHEET AS AT 30 NOVEMBER 2023 General Restricted Total Funds Funds 2023 Total Note 2022 CURRENT ASSETS Short-term investments 19612 19612 19457 Bank 251 582 251582 244 039 271 194 271 194 263 496 TOTAL ASSETS 271 194 271 194 263 496 CURRENT LIABILITIES Accounts payable & accruals 300 300 300 TOTAL LIABILITIES 300 300 300 ASSETS LESS LIABILITIES 270 894 270 894 263 196 RESERVES Retained surplus 270 894 270 894 263 196 TOTAL RESERVES 270 894 270 894 263 196 ARTHROPLASry FOR ARTHRITIS CHARITY (Charity no.:1051165) NOTES TO FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 NOVEMBER 2023 1. Accounting Policies lal Basis of preparation.. The financial statements have been prepared under the hisloric cost convention in accordance ¥Mlh the Slatement of Recommended Practice.. Accounting and Reporting by Charities (SORP 20051 and the Charities Act 2011. Ib) Incoming resources and resources expended.. All incoming resources are recognised once the charity has enlitlemenl to them, it 15 certain Ihal the resourGes will be received and the monetary value can be measured wrth sufficient reliability. Liabilities a￿ recognised as resources expended as soon as there is a legal or onstruclive obligation committing the charity to the expenditure. All expenditure is accounted for on an accruals basis. Grants payable and research costs are payments made lo third parties in the furtherance of the objects of the charity. Provisions are made when the intention to make a payment has been communicated to the recipient but there is uncertainty about either the timing or the amount. (c) Fixed assets and depfecialion.. All assets costing more than £500 are capitalised and valued al historic cost. Assets are written off on a slrai9ht line basis over their estimated useful life. (dl Fund accounting Unrestricled funds are expendable at the discretion of the trustees in furtherance of the objects of the charity- Restricted funds are donations earmarked by the donor for a specffic purpose. 2. Trustees remuneration The trustees do not receive remuneration for servi￿$ rendered to the charity. 2023 2022 3. Gifts in kind Gifts in kind are made up of the following.. Directorfs time 20 500 20 500 The related expense is disclosed as follows: Research costs {directorfs time) other 20 500 20 500 1 908 22 408 20 500 ARTHROPLASTY FOR ARTHRITIS CHARITY (Charity no.:1051165} NOTES TO FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 NOVEMBER 2023 2023 2022 4. Interest Interest on short-term investments (note 8) General 156 156 Restricted Total 156 156 Scottish Widows Bank 30 30 S. Administration costs Computer expenses Licences & subscriptions Postage, office supplies. printing & slalionery Travel & subsistence AcGounling fees 261 152 109 216 300 1038 150 35 130 148 300 763 2023 2022 6. Short-term investments General 19612 19612 Restricted Total 19612 19 612 Scottish Widows Bank 19457 19457 io ARTHROPLASTY FOR ARTHRITIS CHARITY (Charlty no.:10511651 REPORT Independent examlner's report to the trustees of thè Arthroplasty for Arthritls Charity I report on the accounts of the Arthroplasly for Arthritis Chanty for the year ended 30 November 2023 which are set out on pages 10- 15 Rospectlvo rosponslbllltle8 of trustees and examlner The charity's Iruslees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year under section 144{2) of the Charilies Act 2011 (the 2011 AGtI and that an independent examination is needed. It is my responsibility to.. examine the accounts under section 145 of thè 2011 Act follow the procedures laid down in the general Directions given by th8 Chanty Commission under section 145151(bl of the 2011 Act.. and lo slate whether particular matters hav8 come to my attention. Basls of Independent examlnerfs report My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual Items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The proCedU￿S undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts presenl a "true and fair vievl, and the report is limited lo those Matte￿ set out in the statement below. Independont examlneVs statement In connection with my examination, no matter has come lo my attention which gives me reasonable cause to believe that in any material respèct the requiremenls.. to keep accounting records in accordance with section 130 of the 2011 Act." and to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act have not been met. Name.. EA Redelinghuys CAISA} Professional body= South African Institute of Chartered Accounlanls {Membership no.: 291175) Address.. 3 Kildare Lane Newlands 7700 Cape Town South Africa 31 August 2024 A ol Accnunlanls Ni)Iwork Member Date.. li