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2025-03-31-accounts

Charity Registration No. 1105800

COPTIC MEDICAL SOCIETY UK

ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2025

COPTIC MEDICAL SOCIETY UK

LEGAL AND ADMINISTRATIVE INFORMATION

Trustees' Dr K M Sharobeem
Dr F N Youssef
Dr N Raphael
Dr N H Aziz
Dr R Gadelrab
Mr S Shalaby
Dr M Dimitry
Dr C Raphael
Dr M Michel
Dr M Salama
Dr M Georgy
Mr ES Dimitry
Charity number (England and Wales) 1105800
Principal address 6 North Road
Eltham
London
SE9 5AP
Independent examiner Jerroms
Lumaneri House
Blythe Gate
Blythe Valley Park
Solihull
West Midlands
B90 8AH

COPTIC MEDICAL SOCIETY UK

CONTENTS

Page
Trustees' report 1 - 2
Independent examiner's report 3
Statement of financial activities 4
Balance sheet 5
Notes to the financial statements 6 - 11

COPTIC MEDICAL SOCIETY UK

TRUSTEES' REPORT

FOR THE YEAR ENDED 31 MARCH 2025

The trustees' present their annual report and financial statements for the year ended 31 March 2025.

The accounts have been prepared in accordance with the accounting policies set out in note 1 to the accounts and comply with the charity's Trust deed, the Charities Act 2011 and the Statement of Recommended Practice, "Accounting and Reporting by Charities", issued in March 2005.

Objectives and activities

The charity's objects are to relieve people in need by providing financial support and to advance education by providing training and/or financial support for doctors, dentists, pharmacists and nurses working overeseas.

The charity continues to provide activities in pursuit of its objectives. The financial results for the year are shown on page 4.

The trustees' have paid due regard to guidance issued by the Charity Commission in deciding what activities the charity should undertake.

The charity will continue to relieve people in financial dificulties by providing financial help and support. The charity will look to advance education by providing training and financial support for doctors, dentists, pharmacists and nurses working overseas.

Financial review

The Trustees continue to hold cash reserves in low risk funds. Accordingly no regular fund selection process is undertaken.

It is the policy of the charity that unrestricted funds which have not been designated for a specific use should be maintained at a level equivalent to between three and six month’s expenditure. The trustees' consider that reserves at this level will ensure that, in the event of a significant drop in funding, they will be able to continue the charity’s current activities while consideration is given to ways in which additional funds may be raised. This level of reserves has been maintained throughout the year.

The charitable activities of the Coptic Medical Society (CMS) for the year 1 April 2024 to 31 March 2025 reflect the generosity of its members in supporting a wide range of medical and social initiatives. Significant support was given to St Mary and Abu Sefain Charitable Hospital, which provides a wide range of healthcare services including maternity, cataract surgery, dialysis, and neonatal care. The hospital also operates St Verena Nursing School, which has already qualified over 1,200 nurses. In addition, new outreach work has begun in El Oor village, offering primary care, health screening, and treatment services for local residents. Further contributions were directed towards the “Egypt Without Disease” initiative, which has already treated more than 200,000 people in partnership with the Department of Health, as well as the Aghaby Polyclinic in Menya, founded by Dr Farid Ghali, which continues to provide specialist renal care and training for young doctors.

CMS members also supported international and local causes, including the humanitarian work of HG Anba Ilya in Sudan, who is assisting displaced communities, and HG Anba Joseph in East Africa, who led a successful cataract surgery initiative in Botswana alongside his spiritual work. Donations were also directed to dioceses across Egypt to support the poor, fund medical treatments, assist in combating drug misuse, and provide household essentials through organised missions. Further funds were given to supply essential medications to deprived families, and to support orphanages and social services under the leadership of HG Anba Yulyus. These initiatives highlight the wide-reaching impact of the CMS’s charitable efforts, ensuring vital healthcare and social support reaches those most in need. The Society expresses gratitude to its members for their generosity in serving others, guided by faith and compassion.

The Trustees have identified no major risks in the continuance of its objects.

Structure, governance and management

The charity was established by a charitable trust deed on 31 July 2004. The charity obtained registered status on 9 September 2004 under charity number 1105800.

The trustees' who served during the year and up to the date of signature of the financial statements were:

COPTIC MEDICAL SOCIETY UK

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025

Dr K M Sharobeem Dr F N Youssef Dr N Raphael Dr N H Aziz Dr R Gadelrab Mr S Shalaby Dr M Dimitry Dr C Raphael Dr M Michel Dr M Salama Dr M Georgy Mr ES Dimitry

All Trustees recruitment and appointment done by 'The Trust Deed' of the Charity.

The trustees' are responsible for preparing the Trustees' Report and the accounts in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England and Wales requires the trustees' to prepare accounts for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources of the charity for that year.

In preparing these accounts, the trustees' are required to:

The trustees' are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the accounts comply with the Charities Act 1993, the Charity (Accounts and Reports) Regulations and the provisions of the trust deed. They 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.

The trustees' report was approved by the Board of Trustees'.

Dr N Raphael Trustee Dated: 15 September 2025

COPTIC MEDICAL SOCIETY UK

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES' OF COPTIC MEDICAL SOCIETY UK

I report to the trustees' on my examination of the financial statements of Coptic Medical Society UK (the charity) for the year ended 31 March 2025.

Responsibilities and basis of report

As the trustees' of the charity you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011.

I report in respect of my examination of the charity’s financial statements carried out under section 145 of the Charities Act 2011. In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the Charities Act 2011.

Independent examiner's statement

Since the charity’s gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I am a member of Chartered Certified Accountants, which is one of the listed bodies.

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving 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 this report in order to enable a proper understanding of the financial statements to be reached.

Mr Richard Alan Horton Chartered Certified Accountant

Lumaneri House Blythe Gate Blythe Valley Park Solihull West Midlands B90 8AH

Dated: .........................

COPTIC MEDICAL SOCIETY UK

STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT

FOR THE YEAR ENDED 31 MARCH 2025

Unrestricted Unrestricted
funds funds
2025 2024
Notes £ £
Income and endowments from:
Donations and legacies 2 258,292 106,585
Investments 3 - 406
Other income 4 39,283 22,235
Total income 297,575 129,226
Expenditure on:
Charitable activities 5 287,508 211,380
Total expenditure 287,508 211,380
Net income/(expenditure) and movement in funds 10,067 (82,154)
Reconciliation of funds:
Fund balances at 1 April 2024 77,160 159,314
Fund balances at 31 March 2025 87,227 77,160

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

COPTIC MEDICAL SOCIETY UK

BALANCE SHEET

AS AT 31 MARCH 2025

Notes
Current assets
Debtors
11
Cash at bank and in hand
Creditors: amounts falling due within
one year
12
Net current assets
The funds of the charity
Unrestricted funds
13
2025
£
39,283
48,744
88,027
(800)
£
87,227
87,227
87,227
2024
£
22,316
55,644
77,960
(800)
£
77,160
77,160
77,160

The financial statements were approved by the trustees' on 15 September 2025

Dr N Raphael Trustee

COPTIC MEDICAL SOCIETY UK

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

1 Accounting policies

Charity information

Coptic Medical Society UK is an unincorporated charity within England and Wales. The principal address of the charity is 6 North Road, Eltham, London, SE9 5AP.

1.1 Accounting convention

The accounts have been prepared in accordance with the charity's trust deed, the Charities Act 2011 and “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)” (as amended for accounting periods commencing from 1 January 2016). The charity is a Public Benefit Entity as defined by FRS 102.

The charity has taken advantage of the provisions in the SORP for charities applying FRS 102 Update Bulletin 1 not to prepare a Statement of Cash Flows.

The financial statements are prepared in sterling, which is the functional currency of the charity. Monetary amounts in these financial statements are rounded to the nearest £.

The accounts have been prepared under the historical cost convention.

1.2 Going concern

At the time of approving the financial statements, the trustees' have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. Thus the trustees' continue to adopt the going concern basis of accounting in preparing the financial statements.

1.3 Charitable funds

Unrestricted funds are available for use at the discretion of the trustees' in furtherance of their charitable objectives.

1.4 Incoming resources

Income is recognised when the charity is legally entitled to it after any performance conditions have been met, the amounts can be measured reliably, and it is probable that income will be received.

Cash donations are recognised on receipt. Other donations are recognised once the charity has been notified of the donation, unless performance conditions require deferral of the amount. Income tax recoverable in relation to donations received under Gift Aid or deeds of covenant is recognised at the time of the donation.

1.5 Resources expended

Expenditure is recognised once there is a legal or constructive obligation to transfer economic benefit to a third party, 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 classified by activity. The costs of each activity are made up of the total of direct costs and shared costs, including support costs involved in undertaking each activity. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs which contribute to more than one activity and support costs which are not attributable to a single activity are apportioned between those activities on a basis consistent with the use of resources. Central staff costs are allocated on the basis of time spent, and depreciation charges are allocated on the portion of the asset’s use.

Restricted funds are to be used for specified purposes laid down by the donor. Expenditure for those purposes is charged to the fund, together with a fair allocation of overheads and support costs.

COPTIC MEDICAL SOCIETY UK

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025

1 Accounting policies

(Continued)

1.6 Cash and cash equivalents

Cash and cash equivalents include cash in hand, deposits held at call with banks, other short-term liquid investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities.

1.7 Financial instruments

The charity has elected to apply the provisions of Section 11 ‘Basic Financial Instruments’ and Section 12 ‘Other Financial Instruments Issues’ of FRS 102 to all of its financial instruments.

Financial instruments are recognised in the charity's balance sheet when the charity becomes party to the contractual provisions of the instrument.

Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to set off the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

Basic financial assets

Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest. Financial assets classified as receivable within one year are not amortised.

Basic financial liabilities

Basic financial liabilities, including creditors and bank loans are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future payments discounted at a market rate of interest. Financial liabilities classified as payable within one year are not amortised.

Debt instruments are subsequently carried at amortised cost, using the effective interest rate method.

Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of operations from suppliers. Amounts payable are classified as current liabilities if payment is due within one year or less. If not, they are presented as non-current liabilities. Trade creditors are recognised initially at transaction price and subsequently measured at amortised cost using the effective interest method.

Derecognition of financial liabilities

Financial liabilities are derecognised when the charity’s contractual obligations expire or are discharged or cancelled.

2 Income from donations and legacies

Unrestricted Unrestricted
funds funds
2025 2024
£ £
Donations and gifts 258,292 106,585

COPTIC MEDICAL SOCIETY UK

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025

3 Income from investments

Unrestricted Unrestricted
funds funds
2025 2024
£ £
Interest receivable - 406
4 Other income
Unrestricted Unrestricted
funds funds
2025 2024
£ £
Other income 39,283 22,235

COPTIC MEDICAL SOCIETY UK

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2025

5 Charitable activities

Grants paid
to Palliative
Cancer Care
Grants paid
for Doctors
support
Grants paid
for poor/
needy
support
Sundry
expenses
£
£
£
£
Activities directly
undertaken
109,927
-
170,891
-
Share of governance
costs (see note 6)
-
-
-
6,690
109,927
-
170,891
6,690
Total
2025
£
280,818
6,690
287,508
Total
2024
£
210,432
948
211,380

COPTIC MEDICAL SOCIETY UK

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2025

6 Support costs

Support
costs
Governance
costs
2025
£
£
£
Examiner's review
-
948
948
Conference fees
-
3,000
3,000
Website costs
-
2,742
2,742
-
6,690
6,690
Analysed between
Charitable activities
-
6,690
6,690
7
Net movement in funds
The net movement in funds is stated after charging/(crediting):
Fees payable for the independent examination of the charity's financial
statements
2024 Basis of allocation
£
948 Governance
- Governance
- Governance
948
948
2025
2024
£
£
948
948

8 Trustees'

None of the trustees' (or any persons connected with them) received any remuneration during the year.

9 Employees

The average monthly number of employees during the year was:

2025 2024
Number Number
Total - -

There were no employees whose annual remuneration was more than £60,000.

Remuneration of key management personnel

The remuneration of key management personnel was as follows:

10 Taxation

The charity is exempt from taxation on its activities because all its income is applied for charitable purposes.

11 Debtors

Debtors
2025 2024
Amounts falling due within one year: £ £
Gift aid 39,283 22,316

COPTIC MEDICAL SOCIETY UK

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 MARCH 2025

12 Creditors: amounts falling due within one year

Creditors: amounts falling due within one year
2025 2024
£ £
Accruals and deferred income 800 800

13 Unrestricted funds

The unrestricted funds of the charity comprise the unexpended balances of donations and grants which are not subject to specific conditions by donors and grantors as to how they may be used. These include designated funds which have been set aside out of unrestricted funds by the trustees for specific purposes.

At 1 April Incoming Resources At 31 March
2024 resources expended 2025
£ £ £ £
General funds 77,160 297,575 (287,508) 87,227
Previous year: At 1 April Incoming Resources At 31 March
2023 resources expended 2024
£ £ £ £
General funds 159,314 129,226 (211,380) 77,160

14 Analysis of net assets between funds

Unrestricted
funds
2025
£
At 31 March 2025:
Current assets/(liabilities) 87,227
87,227
Unrestricted
funds
2024
£
At 31 March 2024:
Current assets/(liabilities) 77,160
77,160

15 Related party transactions

There were no disclosable related party transactions during the year (2024 - none).