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2024-09-30-accounts

Trustees' Annual Report for the period

Period start date Period end date Day Month Year Day Month Year From 01 10 2023 To 30 09 2024

Section A Reference and administration details

Charity name Medical Artist’s Education Trust Other names charity is known by Registered charity number (if any) 1069007 ~~——~~ Charity's principal address 25 Hill Rise Woodstock Oxfordshire Postcode OX20 1AB

Names of the charity trustees who manage the charity

Trustee name Office (if any) Dates acted if not for whole
**year **
Name of person (or body) entitled
to appoint trustee (ifany)
Dr Michael D.
O’Brien
Chairman Barbers’ Company
Professor John S.
Lumley
~~————~~
Secretary
~~————~~
~~————~~ Royal College of Surgeons
~~————~~
3 Mrs Margot Cooper
~~————~~
er
~~————~~
~~————~~ Medical Artists’ Association
~~————~~
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20

Names of the trustees for the charity, if any, (for example, any custodian trustees)

March 2012

TAR

1

Names and addresses of advisers (Optional information)

Type of adviser Name Address

Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Trust Deed (17/11/1997) Type of governing document Accepted 02/04/1998 (eg. trust deed, constitution) Trust

How the charity is constituted

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

Trustees meet bi-annually to receive reports from the Director of Education and Trust Treasurer when they assess finances, perform checks and make planning decisions. The officers are in continual communication with the Chair and all payments made are approved by him. Our Education Committee, comprising medical artists, meets bi-annually to review individual student’s progression and discuss improvements to the educational programme. The Director of Education presents the beneficial thoughts and ideas raised here to the Trustees for their consideration. All trustees give their time voluntarily and receive no remuneration or benefits. The MAET has a supportive relationship with The Worshipful Company of Barbers, Royal College of Surgeons, the Gordon Museum and King’s College London. They allow us use of their facilities for seminars, workshops and meetings. Some of their members volunteer as advisors, supervisors and examiners.

As the Trust’s activities have grown, consideration has been given to financial security and so a reserve fund has been created to protect from any unexpected financial problems.

Section C Objectives and activities

March 2012

TAR

2

Summary of the objects of the charity set out in its governing document

  1. The advancement of education in medical art. 2. The dissemination of knowledge about medical art to the general public.

Our focus is to ensure the continuation of the educational programme in medical art in collaboration with the Director of Education. Core activity is the Postgraduate Programme in Medical Art, a self-directed study with a structured system of seminars and support. The programme teaches skills required to understand and communicate visually aspects of medicine and surgery at all levels. Thus, maintaining a visual channel for the dissemination and explanation of information between the healthcare professions, general public and academia. Complementing this are the Open Day, Advanced Foundation Course and Charlotte Holt Workshops, all of which strive to widen access to medical art and enhance the standard of our education and to encourage collaboration and networking.

The Open Day invites anyone to have a ‘taste’ of what we do; to see and understand what medical art is about. The day includes portfolio advice and conversation with practicing medical artists. This has been successful in bringing several talented students to the course from a broader range of backgrounds.

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

The Advanced Foundation Course covers fundamental observation and drawing skills and cements core skills for all students. It opens our opportunities to more people, for example, from a science background who have had little art training or to those who show artistic potential but have had little prior guidance. The work produced here has provided a steppingstone to the Postgraduate Programme for some students who, otherwise, may not have demonstrated the standards it requires. Assessments occur bi-annually by an examining panel of artists, anatomists and surgeons; they receive students work, offer guidance and advice. The Education Committee, comprising medical artists, meet biannually to review individual student’s progression and discuss improvements to the educational programmes of the Trust and to interview potential students. Charlotte Holt Workshops provide a wider and more varied experience for our students, and we invite other healthcare professionals, artists and those interested medical art. We actively market these workshops outside the MAET.

Charlotte Holt Webinars have been developed during the pandemic to ensure continuation of teaching to the students. A series of these webinars has been timetabled to which other healthcare professionals and artists are invited.

We encourage and support attendance at meetings such as the Medical Artists’ Association (MAA) Conference, Association Européenne des Illustrateurs Medicaux et Scientifiques (AEIMS) Symposium, Biological and Medical Art in Belgium (BIOMAB) event and the University of Dundee Medical Art Master’s exhibition. Some of our personnel are members, and have links with, the Institute of Medical Illustrators and the Association of Medical Illustrators.

March 2012

TAR

3

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

We are grateful to our volunteers who give their time on our education committee, assessment panel and anatomy teaching. Members of The Royal College of Surgeons, Barbers’ Company and Medical Artists’ Association donate their time, expertise and support to help us maintain high standards of accuracy in medical and surgical visual communication. We strive to keep student fees as low as possible to limit any financial barrier to our education.

Section D Achievements and performance

March 2012

TAR

4

Section D Achievements and performance

Summary of the main achievements of the charity during the year

We are very grateful for the Barbers’ Company awards which provide promising students with additional specialist tuition. Similarly, we are thankful for the Whitaker Award that celebrates high standards in medical art.

We have continued to maintain and enhance the MAET website which is a valuable resource for students, staff and visitors to the site.

The main achievement during this period has been continuation of our educational programmes outlined in Section C. Also, steps toward succession planning, efficiencies in marketing and allocation of grants and bequests.

  1. We received a generous bequest donation of £5,000 from Air Commodore Ronnie Brown and his wife Margaret Brown. Air Commodore Brown played a significant role in founding the MAET. Proposals are being considered by the Education Committee and Trustees on how these funds should be allocated.

  2. As part of our succession planning, we are fortunate to have acquired the expertise of Dr Crispin Wiles, Assistant Professor of Clinical Anatomy & Imaging, Warwick Medical School, University of Warwick. Dr Wiles has become a valued member of our examining board in conjunction with Dr Robert Whitaker who has shared many years of his valuable time and knowledge to the MAET and its students. Also, we are pleased to welcome Dr Wendy Birch, Associate Professor of Cell and Developmental Biology at University College London, who has kindly offered to donate her time as dissertation supervisor. Dr Birch has taken over from Lois Hague who’s many years of excellent support for the students has been invaluable.

  3. We have received a generous grant from the D'Oyly Carte Charitable Trust to improve our educational facilities. It has enabled us to purchase display boards, for assessments and exhibitions, and a selection of key bones to ensure each student has their own drawing study specimen. We also purchased a projector to improve presentations and seminar teaching.

  4. Created a marketing plan, primarily digital, to increase consistency and time efficiency for social media posting and our termly newsletter. This is showing signs of success in reaching potential students and members of the public who are keen to improve their medical art education and take part in our learning opportunities. It is also helping the MAET to become integrated into the medical art world community of discussion, teaching and events.

As always, our sincere thanks go to the supervisors, volunteers, trustees and committee members for their absolute support and encouragement in everything we have done and plan for the future.

March 2012

TAR

5

Section D Achievements and performance

March 2012

TAR

6

Section E Financial review

The trustees endeavour to keep expenditure within income and not use Brief statement of the capital. The main financial risk is loss of funding from the investment charity’s policy on reserves distributions and reduced course fee income. Reserves are held to cover these losses should the situation arise. Where the trustees are confident that we have sufficient funds they allow expenditure that will progress our activities.

Details of any funds materially in deficit Further financial review details (Optional information) Investments are held in Schroder's Unit Trusts and managed by You may choose to include Schroders. Our income comes from the Unit Trust distributions, student additional information, where fees, webinars, workshops and awards. relevant about: • the charity’s principal Investment selection policy advised by Schroder Unit Trusts Limited. sources of funds (including any fundraising); • how expenditure has supported the key objectives of the charity; • investment policy and objectives including any ethical investment policy adopted. Section F Other optional information ~~___~~ Section G Declaration The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees Signature(s) Full name(s) Dr Michael D. O'Brien Position (eg Secretary, Chair, Chair etc) Date ~~[_]~~ 29/07/2025 TAR 7 March 2012

March 2012

Independent examiner's report on the accounts

Section A

Independent Examiner’s Report

Report to the trustees/ Medical Artist Education Trust members of On accounts for the year 30 September 2024 Charity no 1069007 ended (if any)

Set out on pages

Statement of Income and Expenditure and Balance Sheet

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30 September 2024.

Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report 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 2011 Act and in carrying out my examination, I have followed 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 (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed: Date: 29/07/2025 ~~|~~ Name: Charles J Rush, BA MSc FCA ~~Cs~~ Relevant professional FCA qualification(s) or body (if any): Address: Woodstock Accountancy 3A Market Place, Woodstock, Oxon OX20 1SY

October 2018

1

IER

Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

October 2018

2

IER

No (if any)
Charity Name
Receipts and payments accounts
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CC16a
~~-~~
CC16a
~~-~~
Section A Receipts and payments
Unrestricted
funds
Restricted
funds
Restricted Endowment
funds
Total funds Last year
to the nearest
£
to the nearest to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Student enrolementfees 3,895 - 3,895 1,890
Student seminar fees 19,956 - 19,956 19,336
Assessment fees 90 - 90 -
CH Workshop/Webinar fees - - 2,390
Open Day fees - - 380
Gordon Museum Studio and DR - - -
Equipment deposits - - 100
Bursaries, awards & donations 7,234 500 7,734 5,100
Advertising and promotion - -
Receipts earned from assets (CH) 3,124 3,124 4,071
MAASubs 192 544 736 544
Miscellaneous 323 323 316
Interest from cash funds 230 202 432 263
Sub total _(Gross income for AR) _ 35,044 1,246 - 36,290 34,390
A2 Asset and investment sales,
(see table).
Investment funds increase
-
-
5,958
5,958
-
-
-
-
-
Sub total -
-
5,958
5,958
-
Total receipts
35,044
1,246
5,958
42,248
34,390
~~S555~~
A3 Payments
Supervisorseminar fees & travel 5,982 - - - 5,982 6,274
Zoom/Dropbox/Comms 14 - - - 14 -
CH Workshop/Webinar expenses - - - - 2,408
Additionalstudent educational items - - - - 54
Open Day expenses 378 - - - 378 398
Gordon Museum Studio and DR 1,267 - 1,267 3,688
Dof EandTreasurer fees 10,730 - - - 10,730 10,750
Trustees meetings and assessments 3,734 3,734 1,969
Education meetings and interviews 2,285 2,285 1,382
Otheradvertising and promotion 364 364 721
Other equipment and materials 31 31 -
Equipment deposits returned 300 300 50
Bursaries, awards and donations 1,890 1,890 1,000
Miscellaneous 1,015 - - - 1,015 1,442
General expenses 588 - - - 588 81
**Sub total ** 25,121 3,457 - 28,578 30,217
A4 Asset and investment
purchases, (see table)
-
-
-
-
-
-
-
-
Sub total -
-
-
-
-
Total payments
25,121
3,457
-
28,578
30,217
~~=SS55=~~
Net of receipts/(payments)
9,923
- 2,211
5,958
13,670
4,173
A5 Transfers between funds
- 57,490
57,490
-
-
A6 Cash funds last year end
73,119
31,218
53,662
157,999
150,088
Cash funds this year end
25,552
29,007
117,110
171,669
154,261
~~====>~~

CCXX R1 accounts (SS)

28/07/2025

1

Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period
Categories
Signed by one or two trustees on behalf of
all the trustees
B1 Cash funds
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B5 Liabilities
B3 Investment assets
HSBC Community Account (Current)
HSBC Money Manager
HSBC Community Savings (Whitaker)
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details
Details
Unrestricted
funds
to nearest £
Restricted
funds
to nearest £
Endowment
funds
to nearest £
25,552 6,564 -
- 20,655 -
- 1,788 -
25,552 29,007 -
Agreement Error
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
Charlotte Holt Investment
Schroders CIFs
- 117,110
- -
- -
- -
- -
Details Fund to which
asset belongs
Cost (optional) Current value
(optional)
- -
- -
- -
- -
- -
- -
- -
- -
- -
Details Fund to which
liability relates
Amount due
(optional)
When due
(optional)
-
-
-
-
-
Signature Print Name
Date of
approval

CCXX R2 accounts (SS)

28/07/2025

2

1a - Oct'23 to Sept'24_Trustees Annual Report & IE

Final Audit Report

2025-07-29

Created: 2025-07-28 By: Woodstock Accountancy (info@woodstockaccountancy.com) Status: Signed Transaction ID: CBJCHBCAABAA6JXRzv1hWo9GOUYDx3avqpuYr7pfO8dY

"1a - Oct'23 to Sept'24_Trustees Annual Report & IE" History

Document created by Woodstock Accountancy (info@woodstockaccountancy.com) 2025-07-28 - 13:30:55 GMT

Document emailed to Dr Michael D. O'Brien (obrmd@btinternet.com) for signature 2025-07-28 - 13:31:02 GMT

Email viewed by Dr Michael D. O'Brien (obrmd@btinternet.com) 2025-07-29 - 10:54:49 GMT

Document emailed to CJ Rush (jos.rush@woodstockaccountancy.com) for signature 2025-07-29 - 10:58:16 GMT

Email viewed by CJ Rush (jos.rush@woodstockaccountancy.com) 2025-07-29 - 11:42:12 GMT

Agreement completed.

2025-07-29 - 11:42:53 GMT