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2023-12-31-accounts

Registered number: 03816842 Charity number: 1077893

ASSOCIATION OF BRITISH NEUROLOGISTS (A company limited by guarantee)

TRUSTEES' REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2023

ASSOCIATION OF BRITISH NEUROLOGISTS

(A company limited by guarantee)

CONTENTS

Page
Reference and administrative details 1
Trustees' report 2
Independent auditors' report on the financial statements 13
Statement of financial activities 17
Balance sheet 18
Statement of cash flows 19
Notes to the financial statements 20

(A company limited by guarantee)

ASSOCIATION OF BRITISH NEUROLOGISTS

REFERENCE AND ADMINISTRATIVE DETAILS OF THE ASSOCIATION, ITS TRUSTEES AND ADVISERS

FOR THE YEAR ENDED 31 DECEMBER 2023

Trustees

Dr R.J. Davenport, President (from 11 May 2023) Professor T.T. Warner, Past President Professor N.P. Robertson, President Elect (from 11 May 2023) Dr. L. Kinton, Honorary Secretary Dr B.R. Stanton, Honorary Secretary Elect (from 11 May 2023) Dr J. Rees, Honorary Treasurer (from 11 May 2023) Dr C.M. Gabriel, Meetings Secretary (to 11 May 2023) Dr N. Giffin, Meetings Secretary (from 11 May 2023) Dr C. Mummery[2] , Chair of the Services Committee (to 11 May 2023) Dr. A. Nitkunan[2] , Chair of the Services Committee (from 11 May 2023) Professor T. Griffith[2] , Chair of the Research Committee Dr C. Kipps, Chair of the Quality Committee (to 25 November 2023) Dr. S.H. Eriksson², Chair of the Quality Committee (from 25 November 2023) Dr. M S. Jones[2] , Chair of the Education Committee Dr. D. Nicholl Dr A. T. Misbahuddin Dr P. N. Cooper Professor S. Jacob Dr G. Stewart (from 11 May 2023) Professor M. Lunn (from 11 May 2023) Ms. E. I. Baltay[1] Lord S. Fink[1 ]

Council Members

All trustees listed above served as council members with the exception of lay trustees, Ms. E. I. Baltay and Lord S. Fink.

Dr. A. Pereira, Chair of the Neurology SAC² Dr L. Midgeley, Chair of the Association of British Neurologists Trainees (ABNT) (to 5 August 2023)[ 2] Dr. R. Rees, Chair of the Association of British Neurologists Trainees (ABNT) (from 5 August 2023)[2] Professor C. Edwards, RCP Registrar[2 ]

1 Lay trustee

2 Non Voting Member

Page | 1

ASSOCIATION OF BRITISH NEUROLOGISTS

(A company limited by guarantee)

TRUSTEES' REPORT (CONTINUED)

FOR THE YEAR ENDED 31 DECEMBER 2023

Company Registered number

03816842

Charity registered number

1077893

Registered office and principal operating office

Ormond House, 4[th] Floor 27 Boswell Street London, WC1N 3JZ

Company secretary

Miss F. Patel

Executive Director

Ms A. Wright-Parkes (to 15 June 2023) Dr E. Linnemann (appointed October 2023)

Independent Auditors

Goldwins 75 Maygrove Road London NW6 2EG

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ASSOCIATION OF BRITISH NEUROLOGISTS

(A company limited by guarantee)

TRUSTEES' REPORT (CONTINUED)

FOR THE YEAR ENDED 31 DECEMBER 2023

TRUSTEES' REPORT

FOR THE YEAR ENDED 31 DECEMBER 2023

The Trustees (who are also directors of the charity for the purposes of the Companies Act) present their annual report together with the audited financial statements of the Association for the year 1 January 2023 to 31 December 2023. The annual report serves the purposes of both a Trustees' report and a directors' report under company law. The Trustees confirm that the annual report and financial statements of the charitable company comply with the current statutory requirements, the requirements of the charitable company's governing document and the provisions of the Statement of Recommended Practice (SORP) applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) (effective 1 January 2019).

Since the Association qualifies as small under section 382 of the Companies Act 2006, the strategic report required of medium and large companies under the Companies Act 2006 (Strategic Report and Directors' Report) Regulations 2013 has been omitted.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Constitution

The Association was incorporated as a charitable company limited by guarantee and not having a share capital on 30 July 1999 and is a registered charity.

The Association is governed by its Memorandum and Articles of Association and by its Rules.

The principal objects of the Association are to promote education in, and the advancement of, the neurological sciences, including (without limitation) the practice of neurology in the United Kingdom and Ireland.

There have been no changes in the objectives since the last annual report.

Methods of appointment or election of Trustees

The management of the Association is ultimately the responsibility of the trustees who are appointed under the terms of the Articles of Association and the Rules.

Induction and training of Trustees

All trustees undergo an induction programme which is provided by the Executive Director. This details all the roles and responsibilities of the trustees of the Association.

Organisational structure and decision-making policies

The officers, being the President, the President Elect, the Honorary Secretary, the Honorary Secretary Elect, the Honorary Treasurer, the Honorary Treasurer Elect, the Meetings Secretary and the Meetings Secretary Elect, together with the elected councillors, are ex officio members of the trustee board of the Association. In addition to the ex officio members, the trustee board includes 2 lay members appointed

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ASSOCIATION OF BRITISH NEUROLOGISTS

(A company limited by guarantee)

TRUSTEES' REPORT (CONTINUED)

FOR THE YEAR ENDED 31 DECEMBER 2023

STRUCTURE, GOVERNANCE AND MANAGEMENT (continued)

by the board. The chairs of the Services Committee, the Education Committee, the Research Committee, the Quality Committee and the ABNT are non-voting members of the trustee board entitled to receive notice of all trustee meetings.

The trustee board and Council meet three times a year (February, June and October) when strategic decisions and business matters are discussed. Decisions are generally tabled for discussion at these meetings and then, if need be, taken to the annual general meeting. Any urgent decisions are made by way of video conference call in which the officers of the Association participate weekly and council members monthly. Information is then disseminated to the trustees electronically to ensure a democratic approach is met.

The day-to-day management of the Association is delegated to Emily Linnemann, the ABN's Executive Director.

Pay policy for key management personnel

Staff salaries are reviewed annually by the board of trustees and agreed.

Risk management

The trustees have assessed the major strategic, business and operational risks to which the Association is exposed, in particular those related to the operations and finances of the Association and are satisfied that systems and procedures are in place to monitor and control those risks in order to mitigate any impact they may have on the Association. A risk register is maintained and updated for council meeting at which time it will be reviewed and discussed in detail.

OBJECTIVES AND ACTIVITIES

Objectives

The principal aims and objectives of the Association are to:

Public benefit

In preparing this report, the trustees have considered the Charity Commission’s general guidance on public benefit.

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ASSOCIATION OF BRITISH NEUROLOGISTS

(A company limited by guarantee)

TRUSTEES' REPORT (CONTINUED)

FOR THE YEAR ENDED 31 DECEMBER 2023

OBJECTIVES & ACTIVITIES (continued)

By seeking to improve the health and well-being of people with neurological disorders and by advancing the knowledge and practice of neurology within the United Kingdom and Ireland, the Association’s aims ensure that it meets the Charity Commission’s public benefit criteria.

The Association works closely with patient groups and organisations in order to provide a united approach to the field of neurosciences and, in turn, an excellent multi-centred service for patients throughout the United Kingdom. The Association has representation from around the UK and, in particular, via the Services Committee, whose regional representatives detect and report on any problem within the trusts. The Association is therefore aware of any issues within a trust which patients may be facing. These representatives also act as Royal College of Physicians of London representatives, ensuring that any neurology-related job advertisements are fair and appropriate. The Quality committee is concerned with all matters related to quality, quality improvement, innovation, audit, and revalidation, supporting other ABN committees in their role.

The ABN has Research and Education committees which work closely to ensure that there is provision and support for those wishing to undertake neurological research. Academic posts have been at some risk in the past, and the Association continues to support these posts. The Education Committee is very much involved in attracting trainees into the field of neurology and offers an undergraduate prize which is well received by medical students across the UK.

The ABN monitors the number of consultant neurologists throughout the United Kingdom and will continue to push for an increased number of consultant posts where needed. The Association’s pre meeting training day continues to flourish. Held the day before the annual scientific meeting, the day includes a training session for registrars and an introduction to neurology for foundation doctors and medical students. A training session on the same day covers key topics in neurology for other physicians seeing patients with neurological disorders. The ABN Trainees (ABNT) also run a preparing for consultancy course and a neurology boot camp.

The Association’s office tries, wherever possible, to assist with patient telephone enquiries and its website

includes information for patients, such as details of patient organisations and help groups.

ACHIEVEMENTS AND PERFORMANCE

Review of activities

Highlights from ABN’s Committees:

ABN Trainee (ABNT) Committee

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ASSOCIATION OF BRITISH NEUROLOGISTS

(A company limited by guarantee)

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2023

ACHIEVEMENTS AND PERFORMANCE (continued)

Consultations/Advisory Groups

2023 Consultations Meetings
Neuromuscular 17 1
Epilepsy 8 1
Cognitive 5
Headache and pain 4 2
MS &neuroinflammation 4 1
Stroke 4
MovementDisorders 3
Rehab 2

Education Committee

Equality, Diversity and Inclusion (EDI) Committee

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ASSOCIATION OF BRITISH NEUROLOGISTS

(A company limited by guarantee)

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2023

ACHIEVEMENTS AND PERFORMANCE (continued)

Finance, Audit and Risk Committee (FAR)

Meetings Committee

Planned and delivered ABN’s first joint meeting with the IICN in Belfast in May 2023 with:

Planned and delivered the Autumn meeting 2023 with:

Quality Committee

Research Committee

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ASSOCIATION OF BRITISH NEUROLOGISTS

(A company limited by guarantee)

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2023

ACHIEVEMENTS AND PERFORMANCE (continued)

Services Committee

Membership

As of 31[st] December 2023 there were 804 ordinary members of the Association, 270 senior members, 53 honorary members, 75 overseas members, 427 associate members, 79 Affiliate members, 168 Junior and 53 student members. Only the ordinary members have a right to vote at the Association’s general meetings though all members are encouraged to attend.

Going concern

After making appropriate enquiries, the trustees have a reasonable expectation that the Association has

adequate resources to continue in operational existence for the foreseeable future. The VAT liability owed by ABN will not impact the Association’s ability to run as a going concern as the reserves will cover this amount. For this reason, they continue to adopt the going concern basis in preparing the financial statements.

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ASSOCIATION OF BRITISH NEUROLOGISTS

(A company limited by guarantee)

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2023

FINANCIAL REVIEW

In 2023, the ABN’s incoming resources were £1,645,953 (£1,095,861 unrestricted income, £550,092 to the ABN Clinical Research Training Fellowship fund). Total resources expended were £2,079,567 (£1,498,759 unrestricted, £580,808 from the ABN CTRF fund) giving a net loss before revaluation of investment assets of £433,614. This loss is solely due to a historical VAT liability which ABN owes to HMRC. Following a VAT review in late 2023, the ABN trustees were informed that the organisation should be registered for VAT. This was in contradiction to previous professional advice received over several years. Following further investigations, it was determined that the date of registration should have been 1 August 1999. Working with VAT consultants, the ABN has determined that the VAT payable to 31/12/23 is £400,000. A provision has been added to the accounts to reflect this liability, and, as a precaution, an additional provision for any penalties levied has been included. This has resulted in an expense for 2023 of c. £460,000 for VAT, and has resulted in a loss for the Association which will be covered from reserves.

ABN investments grew in line with the UK market in 2023, increasing in value by £42,239. However, due to the large VAT liability, the ABN’s unrestricted reserves decreased from £1,423,684 at the beginning of the year to £1,063,025 at the end.

In line with financial and legal advice, the ABN’s objective is to maintain a reserve of around 1.25 times its normal annual expenditure. This is considered a safe margin which would allow for what had previously been considered remote contingencies, such as the financial failure of an annual meeting. The COVID-19 pandemic, which emerged in early 2020, has brought such hypothetical risks much closer to home. In addition, ABN’s changing relationship with its journal, Practical Neurology, and the increases in the cost of running the organisation due to inflation, all bring financial uncertainty. In 2023, the large VAT liability has reduced the ABN’s reserves to around the level of its annual expenditure, and in the next few years the trustees will focus on rebuilding the reserves in line with the stated objective to hold 1.25 times normal annual expenditure.

Reserves policy

At 31 December 2023 the Association's unrestricted funds not invested in intangible or tangible fixed assets totalled £1,063,025. As noted above, the trustees consider it prudent for the Association to maintain an available reserve in the region of 1.25 times its normal annual expenditure. The rationale has always been that, should the Association's income fall unexpectedly, this reserve would be used to enable the Association to plan and execute in good order either a reduction in its activities or an improvement in its income stream. In 2024 and the coming years, the Association will need to rebuild this reserve fund and re-examine this reserves policy in the light of increased expenditure on VAT, staff salaries, utilities, fellowships, and meetings.

Grant-making: Clinical Research Training Fellowship

Applications open in June/July each year and are promoted via the ABN website and newsletter. Typically, 4 reviewers, selected on basis of their academic standing and familiarity with the subspecialty, are used for each application. ABN Research Committee determines a shortlist of candidates for interview based on both qualitative and quantitative feedback in the reviews. The interview panel comprises ABN council representatives (typically ABN President or President Elect, Chair of the Research Committee, Honorary Treasurer), 1- 2 scientific representatives from each of the participating funding bodies, a lay assessor (typically an ABN lay Trustee or representative from neurological patient charity) and 2-3 additional clinical experts (selected to ensure panel has at least one person familiar with the subject of research for each applicant to be interviewed). Funding bodies are invited to send a further attendee as an observer. The interview panel scores each applicant on personal (CV,

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ASSOCIATION OF BRITISH NEUROLOGISTS

(A company limited by guarantee)

TRUSTEES' REPORT (CONTINUED)

FOR THE YEAR ENDED 31 DECEMBER 2023

enthusiasm, knowledge) and project (science, translation, feasibility, training) attributes and add comments. At the end of the interview process all scores are reviewed by the interview panel and agreement reached on successful candidates.

Material investments policy

Any significant amounts of cash at bank which are not likely to be expended in the short term are placed on deposit. If the trustees consider there to be significant amounts held on deposit which are unlikely to be expended in the mid-to-long-term these are invested in accumulation units in M & G's "The Equity Investment Fund for Charities (Charifund)" which the trustees consider gives capital growth with relatively low risk.

PLANS FOR THE FUTURE

Future developments

The co-publishing agreement with the BMJ, of the Practical Neurology journal, has come to an end. The trustees and Executive Director will work with BMJ to come to a new arrangement.

The Clinical Research Training Fellowship fund has benefited from donations from ABN members, industry partners, charitable trusts and from individuals. The ABN manages fundraising activity via its research committee and office team. In 2024, ABN will begin the process of more active fundraising for the fellowships, working with an external fundraising consultant.

In 2024, the ABN will hold its Annual Meeting in Edinburgh from 20-23 May. This includes a Training Day on 20 May. The Autumn meeting will take place in London on 7 November. Smaller meetings, including the Acute Neurology ‘Boot Camp’ (3 July) and the Student day (22 November) will take place virtually. ABN will also organise the 2[nd] ‘Preparing for Consultancy Course’ in the autumn. The ABN will continue its work in the area of EDI to ensure that the work of the Association remains relevant to, and inclusive of, a wide group of neurologists and medical professionals. The Association will also be developing a sustainability policy to ensure that its activities can not only meet the challenges of the next decade but reduce our impact on the planet.

‑ The programmes for the Association’s annual meetings are reviewed on an on going basis to ensure that symposia and teaching sessions remain relevant to, and attract, the widest possible audience. Each annual conference also includes a training day aimed at specialty trainees and junior doctors considering a career in neurology.

Plans are in development for spring meetings in Liverpool (2025), Birmingham (2026) and Belfast (2028). A 2027 venue has yet to be chosen.

The Association will continue to support trainees on issues regarding training and provide a lead to its members in preparing for revalidation and recertification.

MEMBERS' LIABILITY

The Members of the Association guarantee to contribute an amount not exceeding £1 to the assets of the Association in the event of winding up.

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ASSOCIATION OF BRITISH NEUROLOGISTS

(A company limited by guarantee)

TRUSTEES' REPORT (CONTINUED)

FOR THE YEAR ENDED 31 DECEMBER 2023

STATEMENT OF TRUSTEES' RESPONSIBILITIES

The Trustees (who are also the directors of the Association for the purposes of company law) are responsible for preparing the Trustees' report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Company law requires the Trustees to prepare financial statements for each financial year. Under company law the Trustees must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the Association and of its incoming resources and application of resources, including its income and expenditure, for that period. In preparing these financial statements, the Trustees are required to:

The Trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the Association's transactions and disclose with reasonable accuracy at any time the financial position of the Association and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the Association and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

PROVISION OF INFORMATION TO AUDITORS

Each of the persons who are Trustees at the time when this Trustees' report is approved has confirmed that:

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ASSOCIATION OF BRITISH NEUROLOGISTS

(A company limited by guarantee)

TRUSTEES' REPORT (CONTINUED)

FOR THE YEAR ENDED 31 DECEMBER 2023

AUDITORS

In accordance with the Association's Articles, a resolution proposing that Goldwins be reappointed as auditors of the Association and that their remuneration be fixed by the trustees will be put at the annual general meeting in May 2024.

Approved by order of the members of the board of Trustees on 18 September 2024 and signed on their behalf by:

................................................

Dr R.J. Davenport President

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ASSOCIATION OF BRITISH NEUROLOGISTS

(A company limited by guarantee)

INDEPENDENT AUDITORS' REPORT TO THE MEMBERS OF ASSOCIATION OF BRITISH NEUROLOGISTS

Opinion

We have audited the financial statements of Association of British Neurologists (the 'charitable company') for the year ended 31 December 2023 which comprise the Statement of Financial Activities, the Balance Sheet, the Statement of Cash Flows and the related notes to the financial statements, including a summary of significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' (United Kingdom Generally Accepted Accounting Practice).

In our opinion the financial statements:

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditor's responsibilities for the audit of the financial statements section of our report. We are independent of the charitable company in accordance with the ethical requirements that are relevant to our audit of the financial statements in the United Kingdom, including the Financial Reporting Council's Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Conclusions relating to going concern

In auditing the financial statements, we have concluded that the director’s use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the charity’s ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.

Our responsibilities and the responsibilities of the directors with respect to going concern are described in the relevant sections of this report.

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ASSOCIATION OF BRITISH NEUROLOGISTS

(A company limited by guarantee)

INDEPENDENT AUDITORS' REPORT TO THE MEMBERS OF ASSOCIATION OF BRITISH NEUROLOGISTS

Other information

The other information comprises the information included in the trustees’ annual report other than the financial statements and our auditor’s report thereon. The trustees are responsible for the other information contained within the annual report. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon.

Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the course of the audit, or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.

We have nothing to report in this regard.

Opinion on other matters prescribed by the Companies Act 2006

In our opinion, based on the work undertaken in the course of the audit:

Matters on which we are required to report by exception

In the light of our knowledge and understanding of the charitable company and its environment obtained in the course of the audit, we have not identified material misstatements in the Trustees' Report.

We have nothing to report in respect of the following matters in relation to which the Companies Act 2006 requires us to report to you if, in our opinion:

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ASSOCIATION OF BRITISH NEUROLOGISTS

(A company limited by guarantee)

INDEPENDENT AUDITORS' REPORT TO THE MEMBERS OF ASSOCIATION OF BRITISH NEUROLOGISTS

Responsibilities of trustees

As explained more fully in the Trustees' Responsibilities Statement, the Trustees (who are also the directors of the charity for the purposes of company law) are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the Trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the Trustees are responsible for assessing the charitable company's ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the Trustees either intend to liquidate the charitable company or to cease operations or have no realistic alternative but to do so.

Auditor's responsibilities for the audit of the financial statements

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error and to issue an Auditor's Report that includes our opinion. Reasonable assurance is a high level of assurance but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud are set out below.

Capability of the audit in detecting irregularities

In identifying and assessing risks of material misstatement in respect of irregularities, including fraud and non-compliance with laws and regulations, our procedures included the following:

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ASSOCIATION OF BRITISH NEUROLOGISTS

(A company limited by guarantee)

INDEPENDENT AUDITORS' REPORT TO THE MEMBERS OF ASSOCIATION OF BRITISH NEUROLOGISTS

Because of the inherent limitations of an audit, there is a risk that we will not detect all irregularities, including those leading to a material misstatement in the financial statements or non-compliance with regulation. This risk increases the more that compliance with a law or regulation is removed from the events and transactions reflected in the financial statements, as we will be less likely to become aware of instances of non-compliance. The risk is also greater regarding irregularities occurring due to fraud rather than error, as fraud involves intentional concealment, forgery, collusion, omission or misrepresentation.

A further description of our responsibilities is available on the Financial Reporting Council’s website at: www.frc.org.uk/auditorsresponsibilities. This description forms part of our auditor’s report.

Use of our report

This report is made solely to the charitable company's members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006. Our audit work has been undertaken so that we might state to the charitable company's members those matters we are required to state to them in an Auditor's Report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charitable company and its members, as a body, for our audit work, for this report, or for the opinions we have formed.

…………………………… Anthony Epton (senior statutory auditor) for and on behalf of Goldwins Limited Statutory Auditors Chartered Accountants 75 Maygrove Road West Hampstead London NW6 2EG

Date: 20 September 2024

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Association of British Neurologists

Statement of financial activities

(incorporating an income and expenditure account)

For the year ended 31 December 2023

Note
Income from:
Donations
3
Charitable activities
4
Other trading activities
5
Investments
6
Total income
Expenditure on:
Raising funds
Charitable activities
Total expenditure
7
Net gains / (losses) on investments
Net income / (expenditure)
8
Transfers between funds
Net movement in funds
Reconciliation of funds:
17
Total funds brought forward
Total funds carried forward
Restricted
funds
Unrestricted
funds
Total
funds
Total
funds
2023
2023
2023
2022
£
£
£
£
370
-
370
-
549,722
660,847
1,210,569
1,094,199
-
417,209
417,209
185,634
-
17,805
17,805
12,865
550,092
1,095,861
1,645,953
1,292,698
-
76,918
76,918
34,001
580,808
1,421,841
2,002,649
1,337,033
580,808
1,498,759
2,079,567
1,371,034
-
42,239
42,239
(20,898)
(30,716)
(360,659)
(391,375)
(99,234)
-
-
-
-
(30,716)
(360,659)
(391,375)
(99,234)
169,617
1,423,684
1,593,301
1,692,535
138,901
1,063,025
1,201,926
1,593,301

All of the above results are derived from continuing activities. There were no other recognised gains or losses other than those stated above. The attached notes form part of these financial statements.

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Association of British Neurologists

Balance sheet

As at 31 December 2023

2023
2023
2022
Note
£
£
£
Fixed assets:
Intangible assets
11
1,800
2,400
Tangible assets
12
3,389
8,411
Investments
13
1,263,702
1,221,463
1,268,891
Current assets:
Stock
14
2,233
3,579
Debtors
15
682,660
733,864
20
456,970
507,142
1,141,863
1,244,585
Liabilities:
16
(1,208,828)
(883,558)
(66,965)
1,201,926
17
138,901
1,063,025
1,423,684
Total unrestricted funds
1,063,025
1,201,926
Total funds
Cash at bank and in hand
Creditors: amounts falling due within one year
Net current assets
Total net assets
Funds:
Unrestricted funds:
General funds
Restricted funds
2022
£
1,232,274
361,027
1,593,301
169,617
1,423,684
1,593,301

The financial statements were approved and authorised for issue by the trustees on 18 September 2024 and signed on their behalf, by:

Dr R.J. Davenport President

Dr Jeremy Harry Rees Honorary Treasurer

Company registration no. 03816842

The attached notes form part of the financial statements.

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Association of British Neurologists

Statement of cash flows

For the year ended 31 December 2023

Note
Net cash provided by / (used in) operating activities
19
Cash flows from investing activities:
Interest from investments
Purchase of tangible fixed assets
Cash provided by investing activities
Change in cash and cash equivalents in the year
Cash and cash equivalents at the beginning of the year
Cash and cash equivalents at the end of the year
20
2023
2023
2022
£
£
£
(67,977)
17,805
12,865
-
(2,000)
17,805
(50,172)
507,142
456,970
2022
£
48,217
10,865
59,082
448,060
507,142

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Association of British Neurologists

Notes to the financial statements

For the year ended 31 December 2023

1 Accounting policies

Basis of preparation

The financial statements have been prepared in accordance with 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 (Charities SORP - FRS 102) and the Charities Act 2011.

The charity meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy or note.

Going concern

The trustees consider that there are no material uncertainties about the charity's ability to continue as a going concern. The trustees do not consider that there are any sources of estimation uncertainty at the reporting date that have a significant risk of causing a material adjustment to the carrying amounts of assets and liabilities within the next reporting period.

Income

Income is recognised when the charity has entitlement to the funds, any performance conditions attached to the income have been met, it is probable that the income will be received and that the amount can be measured reliably.

Donations of gifts, services and facilities

Donated professional services and donated facilities are recognised as income when the charity has control over the item or received the service, any conditions associated with the donation have been met, the receipt of economic benefit from the use by the charity of the item is probable and that economic benefit can be measured reliably. In accordance with the Charities SORP (FRS 102), volunteer time is not recognised so refer to the trustees’ annual report for more information about their contribution.

On receipt, donated gifts, professional services and donated facilities are recognised on the basis of the value of the gift to the charity which is the amount the charity would have been willing to pay to obtain services or facilities of equivalent economic benefit on the open market; a corresponding amount is then recognised in expenditure in the period of receipt.

Interest receivable

Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity; this is normally upon notification of the interest paid or payable by the bank.

Fund accounting

Unrestricted funds are available to spend on activities that further any of the purposes of charity. Designated funds are unrestricted funds of the charity which the trustees have decided at their discretion to set aside to use for a specific purpose. Restricted funds are donations which the donor has specified are to be solely used for particular areas of the charity’s work or for specific projects being undertaken by the charity.

Page | 20

Association of British Neurologists

Notes to the financial statements

For the year ended 31 December 2023

1 Accounting policies (continued)

Expenditure and irrecoverable VAT

Expenditure is recognised once there is a legal or constructive obligation to make a payment to a third party, it is probable that settlement will be required and the amount of the obligation can be measured reliably. Expenditure is classified under the following activity headings:

All expenditure is inclusive of VAT.

Allocation of support costs

Support costs are those functions that assist the work of the charity but do not directly undertake charitable activities. Support costs include back office costs, finance and governance costs which support the charity's charitable activities. These costs have been allocated to charitable activities.

Intangible fixed assets

Intangible assets are recognised at cost and are subsequently measured at cost less accumulated amortisation and accumulated impairment losses. The amortisation rate in use are as follows:

Intangible fixed asset

5% on the straight line basis

Tangible fixed assets

Items of equipment are capitalised where the purchase price exceeds £500. Depreciation is provided at rates calculated to write down the cost of each asset to its estimated residual value over its expected useful life. The depreciation rates in use are as follows:

Short leasehold property Over the period of the lease Office furniture, fittings and equipment 20% on the straight line basis Computer equipment 33% on the straight line basis

Listed investments

Investments are a form of basic financial instrument and are initially recognised at their transaction value and subsequently measured at their fair value as at the balance sheet date using the closing quoted market price. Any change in fair value will be recognised in the statement of financial activities.

Debtors

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

Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

Page | 21

Association of British Neurologists

Notes to the financial statements

For the year ended 31 December 2023

1 Accounting policies (continued)

Creditors and provisions

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.

Financial instruments

The charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value with the exception of bank loans which are subsequently measured at amortized cost using the effective interest method.

Page | 22

Association of British Neurologists

Notes to the financial statements

For the year ended 31 December 2023

2 Detailed comparatives for the statement of financial activities

Income from:
Charitable activities
Other trading activities
Investments
Total income
Expenditure on:
Raising funds
Charitable activities
Total expenditure
Net (losses)/gains on investments
Net movement in funds
Reconciliation of funds:
Total funds brought forward
Total funds carried forward
Unrestricted
funds
Restricted
funds
Total funds
as restated
2022
2022
2022
£
£
£
795,556
298,643
1,094,199
185,634
-
185,634
12,865
-
12,865
994,055
298,643
1,292,698
34,001
-
34,001
890,976
446,057
1,337,033
924,977
446,057
1,371,034
(20,898)
-
(20,898)
48,180
(147,414)
(99,234)
1,375,504
317,031
1,692,535
1,423,684
169,617
1,593,301

Page | 23

Association of British Neurologists

Notes to the financial statements

For the year ended 31 December 2023

3 Income from donations

Donations Restricted
funds
Unrestricted
funds
Total
funds
Total
funds
2023
2023
2023
2022
£
£
£
£
370
-
370
-
370
-
370
-

4 Income from charitable activities

Meetings income
Annual subscriptions
Special Certificate Examination income
Clinical Research Training Fellowship
Practical Neurology income
Restricted
funds
Unrestricted
funds
Total
funds
Total
funds
2023
2023
2023
2022
£
£
£
£
-
360,513
360,513
439,384
-
278,984
278,984
230,326
-
2,742
2,742
38,717
549,722
-
549,722
298,643
-
18,608
18,608
87,129
549,722
660,847
1,210,569
1,094,199

5 Income from other trading activities

Sponsorhips
Hire and sublet of office space
RaDar income
Sales of merchandise
Restricted
funds
Unrestricted
funds
Total
funds
Total
funds
2023
2023
2023
2022
£
£
£
£
-
399,041
399,041
165,000
-
16,640
16,640
19,540
-
-
-
700
-
1,528
1,528
394
-
417,209
417,209
185,634

6 Income from investments

Income from local listed investments
Gross interest received on bank deposits
Restricted
funds
Unrestricted
funds
Total
funds
Total
funds
2023
2023
2023
2022
£
£
£
£
-
12,762
12,762
11,753
5,043
5,043
1,112
-
17,805
17,805
12,865

Page | 24

Association of British Neurologists

Notes to the financial statements

For the year ended 31 December 2023

7 Analysis of expenditure current year

Clinical Research Training Fellowship - Grants to
individuals
Educational support
General and committee meeting expenses
Meetings consultancy
Meetings expenditure
Practical Neurology subscription
Professional subscriptions
Specialty Certificate Examination expenditure
UEMS Section of Neurology - Grants to institutions
Advertising and marketing
Audit and accountancy
Bank charges
Consultancy fees
Cost of merchandise sold
Depreciation
Fellowship support costs
Finance lease charges
IT costs
Legal and professional
Loss on disposal of tangible fixed asset
Office rent, rates and service charges
Office running expenses
Repair and maintenance
Staff costs
Staff training and recruitment costs
Sundry expenses
Website and internet expenses
VAT payable
Support costs
Governance costs
Total expenditure 2023
Total expenditure 2022
Raising
funds
Charitable
activities
Support
costs
Governance
costs
Total 2023 Total 2022
£
£
£
£
£
£
-
582,983
-
-
582,983
446,057
-
-
-
-
-
(3,100)
-
7,504
-
-
7,504
9,186
-
51,957
-
-
51,957
40,801
-
435,736
-
-
435,736
376,744
-
28,750
-
-
28,750
40,000
-
11,166
-
-
11,166
7,566
-
-
-
-
27,616
-
-
-
-
-
1,170
-
-
-
-
-
-
-
-
7,640
7,640
12,528
-
-
4,015
-
4,015
4,606
-
-
6,164
-
6,164
2,523
-
-
-
-
-
2
-
-
5,622
-
5,622
6,379
-
-
54
-
54
216
-
-
-
-
-
183
-
-
22,554
-
22,554
9,348
-
-
9,576
-
9,576
43,404
-
-
-
-
-
14
-
-
71,081
-
71,081
60,435
-
-
13,206
-
13,206
24,026
-
-
1,661
-
1,661
-
-
-
334,178
-
334,178
237,945
-
-
16,317
-
16,317
4,273
-
-
2,004
-
2,004
487
-
-
7,399
-
7,399
18,625
-
-
460,000
-
460,000
-
Raising
funds
Charitable
activities
Support
costs
Governance
costs
Total 2023 Total 2022
£
£
£
£
£
£
-
582,983
-
-
582,983
446,057
-
-
-
-
-
(3,100)
-
7,504
-
-
7,504
9,186
-
51,957
-
-
51,957
40,801
-
435,736
-
-
435,736
376,744
-
28,750
-
-
28,750
40,000
-
11,166
-
-
11,166
7,566
-
-
-
-
27,616
-
-
-
-
-
1,170
-
-
-
-
-
-
-
-
7,640
7,640
12,528
-
-
4,015
-
4,015
4,606
-
-
6,164
-
6,164
2,523
-
-
-
-
-
2
-
-
5,622
-
5,622
6,379
-
-
54
-
54
216
-
-
-
-
-
183
-
-
22,554
-
22,554
9,348
-
-
9,576
-
9,576
43,404
-
-
-
-
-
14
-
-
71,081
-
71,081
60,435
-
-
13,206
-
13,206
24,026
-
-
1,661
-
1,661
-
-
-
334,178
-
334,178
237,945
-
-
16,317
-
16,317
4,273
-
-
2,004
-
2,004
487
-
-
7,399
-
7,399
18,625
-
-
460,000
-
460,000
-
-
1,118,096
953,831
7,640
2,079,567
76,918
876,913
(953,831)
-
-
-
7,640
-
(7,640)
-
1,371,034
1,371,034
76,918
2,002,649
-
-
2,079,567
34,001
1,337,033
-
-

Of the total expenditure, £1,498,759 was unrestricted (2022: £924,977) and £580,808 was restricted (2022: £446,057).

Following a VAT review in late 2023, the ABN trustees were informed that the organisation should be registered for VAT. This was in contradiction to previous professional advice received over several years. Following further investigations, it was determined that the date of registration should have been 1 August 1999. Working with VAT consultants, the ABN has determined that the VAT payable to 31/12/23 is £400,000. A provision has been added to the accounts to reflect this liability, and, as a precaution, an additional provision for any penalties levied has been included.

Meetings expenditure includes delegates costs, installation and storage of display equipment, books, programmes etc.

Of the total support and governance costs, 8% (2022 – 8%) has been apportioned to expenditure on raising funds.

Grants to individuals

Clinical Research Training Fellowship grants : provide support to students who want to study an aspect of clinical neuroscience and obtain a MD or PhD degree.

Page | 25

Association of British Neurologists

Notes to the financial statements

For the year ended 31 December 2023

7 Analysis of expenditure continued

During 2023, grants were paid to 4 individuals (2022 - 5). In 2023, all of the total grants paid were from restricted funds (2022: all from restricted funds).

Analysis of expenditure - prior year

Analysis of expenditure - prior year
Clinical Research Training Fellowship - Grants to
individuals
Educational support
General and committee meeting expenses
Meetings consultancy
Meetings expenditure
Practical Neurology subscription
Professional subscriptions
Specialty Certificate Examination expenditure
UEMS Section of Neurology - Grants to institutions
Audit and accountancy
Bank charges
Computer costs
Consultancy fees
Cost of merchandise sold
Depreciation
Fellowship support costs
Finance lease charges
Legal and professional
Loss on disposal of tangible fixed asset
Office rent, rates and service charges
Office running expenses
Staff costs
Staff training
Sundry expenses
Website and internet expenses
Support costs
Governance costs
Total expenditure 2022
Raising
funds
Charitable
activities
Support
costs
Governance
costs
Total 2022
£
£
£
£
£
-
446,057
-
-
446,057
-
(3,100)
-
-
(3,100)
-
9,186
-
-
9,186
-
40,801
-
-
40,801
-
376,744
-
-
376,744
-
40,000
-
-
40,000
-
7,566
-
-
7,566
-
27,616
-
-
27,616
-
1,170
-
-
1,170
-
-
-
12,528
12,528
-
-
4,606
-
4,606
-
-
9,348
-
9,348
-
-
2,523
-
2,523
2
-
-
-
2
-
-
6,379
-
6,379
-
-
216
-
216
-
-
183
-
183
-
-
43,404
-
43,404
-
-
14
-
14
-
-
60,435
-
60,435
-
-
24,026
-
24,026
-
-
237,945
-
237,945
-
-
4,273
-
4,273
-
-
487
-
487
-
-
18,625
-
18,625
2
946,040
412,464
12,528
1,371,034
33,999
378,465
(412,464)
-
-
-
12,528
-
(12,528)
-
34,001
1,337,033
-
-
1,371,034

Page | 26

Association of British Neurologists

Notes to the financial statements

For the year ended 31 December 2023

8 Net income / (expenditure) for the year

This is stated after charging:
Depreciation
Auditor's remuneration
2023
2022
£
£
5,622
6,379
4,167
10,440

9 Analysis of staff costs, trustee remuneration and expenses, and the cost of key management personnel

Staff costs were as follows:

Salaries and wages
Social security costs
Employer’s contribution to defined contribution pension schemes
2023
2022
£
£
293,227
206,012
19,189
13,583
21,762
18,350
334,178
237,945

The following number of employees received employee benefits (excluding employer's national insurance and pension costs) for the reporting period between:

2023 2022
No. No.
£60,000 - £69,999 - 1

The total employee benefits of key management personnel including employer's pension contributions and national insurance were £78,949 (2022: £157,454).

Staff numbers

The average number of employees (head count based on number of staff employed) during the year was 7 (2022: 5).

The charity trustees were not paid or received any other benefits from employment with the charity in the year (2022: £nil). Expenses totalling £1,759 were reimbursed or paid directly to 7 Trustees (2022 - £2,069 to 8 Trustees). Trustees are reimbursed for necessarily incurred expenses. These are included in the appropriate category of resources expended. No charity trustee received payment for professional or other services supplied to the charity (2022: £nil).

10 Taxation

The charity is exempt from corporation tax as all its income is charitable and is applied for charitable purposes.

Page | 27

Association of British Neurologists

Notes to the financial statements

For the year ended 31 December 2023

11 Intangible fixed assets

Intangible fixed assets
Cost
At the start of the year
Additions
At the end of the year
Depreciation
At the start of the year
Charge for the year
At the end of the year
Net book value
At the end of the year
At the start of the year
Coat of
arms
Total
£
£
12,000
12,000
-
-
12,000
12,000
9,600
9,600
600
600
10,200
10,200
1,800
1,800
2,400
2,400

12 Tangible fixed assets

Tangible fixed assets
Cost
At the start of the year
Additions
At the end of the year
Depreciation
At the start of the year
Charge for the year
At the end of the year
Net book value
At the end of the year
At the start of the year
Short term
leasehold
property
Fixtures and
fittings
Computer
Equipment
Total
£
£
£
19,891
22,430
16,453
58,774
-
-
-
-
19,891
22,430
16,453
58,774
19,890
22,216
8,257
50,363
1
102
4,919
5,022
19,891
22,318
13,176
55,385
-
112
3,277
3,389
1
214
8,196
8,411

All of the above assets are used for charitable purposes.

Page | 28

Association of British Neurologists

Notes to the financial statements

For the year ended 31 December 2023

13
Investments
Listed investments - UK
Movements
Market value at the start of the year
Additions at cost
Disposals at carrying value
Net gain / (loss) on revaluation
Market value at the end of the year
14
Stock
Finished goods and goods for resale
15
Debtors
Subscriptions receivable
Other debtors
Prepayments
Accrued income
16
Creditors: amounts falling due within one year
Trade creditors
Other taxation and social security
Other creditors
Accruals
Deferred income
Deferred income
Balance at the beginning of the year
Amount released to income in the year
Amount deferred in the year
Balance at the end of the year
2023
2022
£
£
1,263,702
1,221,463
1,263,702
1,221,463
1,221,463
1,242,361
-
-
-
-
42,239
(20,898)
1,263,702
1,221,463
2023
2022
£
£
2,233
3,579
2,233
3,579
2023
2022
£
£
2,442
2,707
424,380
262,819
118,868
93,629
136,970
374,709
682,660
733,864
2023
2022
£
£
-
-
465,549
5,236
53,842
260,875
562,030
485,531
127,407
131,916
1,208,828
883,558
2023
2022
£
£
131,916
114,777
(131,916)
131,916
127,407
(114,777)
127,407
131,916

Page | 29

Association of British Neurologists

Notes to the financial statements

For the year ended 31 December 2023

17 Movements in funds

Unrestricted funds:
General funds
Restricted Funds:
Clinical Research Training
Fellowship
Roger Bannister Fellowship
Total restricted funds
Total funds
At the start
of the year
Income and
gains
Expenditure
and losses
Transfers
At the end
of the year
£
£
£
£
£
1,423,684
1,138,100
(1,498,759)
-
1,063,025
153,874
550,092
(580,808)
-
123,158
15,743
-
-
-
15,743
169,617
550,092
(580,808)
-
138,901
1,593,301
1,688,192
(2,079,567)
-
1,201,926

Clinical Research Training Fellowship fund

The Clinical Research Training Fellowship fund (CRTF) is a restricted fund to support trainees who want to study an aspect of clinical neuroscience in depth for three or four years and obtain an MD or PhD degree. Support includes salary, university fees, reasonable travel costs and laboratory consumables.

The aim is to hold unrestricted reserves of approximately 1.25 times the annual operating costs. Reserves above this figure may be transferred to the restricted reserve for the CRTF fund.

17 Movements in funds

Movements in funds for the prior year

Unrestricted funds:
General funds
Restricted Funds:
Clinical Research Training
Fellowship
Roger Bannister Fellowship
Total restricted funds
Total funds
At the start
of the year
Income and
gains
Expenditure
and losses
Transfers
At the end of
the year
£
£
£
£
£
1,375,504
994,055
(945,875)
-
1,423,684
301,288
298,643
(446,057)
-
153,874
15,743
-
-
-
15,743
317,031
298,643
(446,057)
-
169,617
1,692,535
1,292,698
(1,391,932)
-
1,593,301

Page | 30

Association of British Neurologists

Notes to the financial statements

For the year ended 31 December 2023

18 Analysis of net assets between funds

Tangible fixed assets
Intangible fixed assets
Fixed asset investments
Net current assets
Net assets at the end of the year
Analysis of net assets between funds (prior year)
Tangible fixed assets
Intangible fixed assets
Fixed asset investments
Net current assets
Net assets at the end of the year
Restricted
funds
Unrestricte
d
Total
funds
£
£
£
-
3,389
3,389
-
1,800
1,800
-
1,263,702
1,263,702
138,901
(205,866)
(66,965)
138,901
1,063,025
1,201,926
Restricted
funds
Unrestricted
funds
Total
funds
£
£
£
-
8,411
8,411
-
2,400
2,400
-
1,221,463
1,221,463
169,617
191,410
361,027
169,617
1,423,684
1,593,301

19 Reconciliation of net income / (expenditure) to net cash flow from operating activities

Net income / (expenditure) for the reporting period
(as per the statement of financial activities)
Depreciation
losses/(gains) on investments
Interest from investments
Loss on the sale of fixed assets
Decrease/(increase) in stock
(Increase)/ decrease in debtors
Increase/ (decrease) in creditors
Net cash provided by / (used in) operating activities
2023
2022
£
£
(391,375)
(99,234)
5,622
6,379
(42,239)
20,898
(17,805)
(12,865)
-
14
1,346
484
51,204
(394,091)
325,270
526,632
(67,977)
48,217

Page | 31

Association of British Neurologists

Notes to the financial statements

For the year ended 31 December 2023

20 Analysis of cash and cash equivalents

Analysis of cash and cash equivalents
Cash at bank and in hand
Total cash and cash equivalents
Analysis of cash and cash equivalents (prior year)
Cash at bank and in hand
Total cash and cash equivalents
At the start
of the year Cash flows
At the end
of the year
£
£
£
507,142
(50,172)
456,970
507,142
(50,172)
456,970
At the start
of the year
Cash flows
At the end of
the year
£
£
£
448,060
59,082
507,142
448,060
59,082
507,142

21 Legal status of the charity

The Association is a company limited by guarantee and is registered as a charity with the Charity Commission of England and Wales. The members of the company are the trustees. In the event of the Association being wound up, the liability in respect of the guarantee is limited to a maximum of £1 per member of the Association.

22 Related party transactions

Related parties include the charity trustees, close relatives and key management personnel. No donations were received during the year from related parties (2022: £400).

Page | 32