OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2021-12-31-accounts

Charity registration number: 1163773

UACES

Annual Report and Financial Statements for the Year Ended 31 December 2021

M Winkelmann FCA Chartered Accountant Henry and Banwell 26 Berkeley Square Bristol BS8 1HP

UACES

Contents

Reference and Administrative Details 1
Trustees' Report 2 to 7
Statement of Trustees' Responsibilities 8
Independent Examiner's Report 9
Statement of Financial Activities 10
Balance Sheet 11
Notes to the Financial Statements 12 to 21

UACES

Reference and Administrative Details

Trustees Dr K Simpson Dr M A Gomez Arana Dr J Mawdsley Dr B Farrand Prof R Guerrina Dr K Slootmaeckers Prof S Usherwood Secretary Dr K Simpson Principal Office Idea Space 83 Lavender Hill London SW11 5QL Charity Registration Number 1163773 Independent Examiner M Winkelmann FCA Chartered Accountant Henry and Banwell 26 Berkeley Square Bristol BS8 1HP

Page 1

UACES

Trustees' Report

The trustees present the annual report together with the financial statements of the charity for the year ended 31 December 2021.

1. Duty to prepare Annual Reports and Accounts

The Officers recognise that they are jointly responsible for the preparation of the Annual Report and Accounts. The Charities Act 1993 requires UACES Officers to prepare accounts for each financial year which give a true and fair view of its financial activities during the year and of its financial position at the end of the year. Specifically, this requires the Officers to:

• select suitable accounting policies and apply them consistently

• make judgments and estimates that are reasonable and prudent

• follow applicable accounting standards and the Charities SORP, disclosing and explaining any departures for the accounts, and

• to prepare the accounts on the going concern basis unless it is inappropriate to assume that the Charity will continue in operation.

UACES Officers are responsible for keeping accounting records which are such as to disclose, with reasonable accuracy, the financial position of the Charity at any time, and to enable them to ensure that the accounts comply with charity law. UACES Officers are also responsible for safeguarding the Charity’s assets and ensuring their proper application in accordance with charity law, and hence for taking reasonable steps for the prevention and detection of error, fraud and other foreseeable irregularities.

2. Structure, Governance and Management

The Committee comprises four elected Officers (Chair, Secretary, Treasurer and Equality, Diversity and Inclusion [EDI] Officer), six elected Committee members and includes a number of co-opted and ex-officio members. Any individual member of the Association is eligible to nominate themselves or to be nominated, and elections are conducted by electronic ballot. Terms of elected office, which start on 1 September each year, are three years. The Committee is further divided into working groups; the Events working group, the Engagement working group, the Equality, Diversity and Inclusion working group, and the Teaching and Learning working group. Decisions on policy are made by Committee and implementation of these decisions and day-to-day management of the association is undertaken by the staff.

Officers are encouraged to serve on the Committee prior to standing for an officer post, to ease their induction into taking up an officer post for the Association. Officers are normally long-standing, active members and so are familiar with the work of the Association before taking up their duties as Officers. The outgoing Officer briefs the incoming Officer extensively and there is a period of shadowing up to the handover. Job descriptions are available for all Committee positions. All elected members of the Committee who are based in the UK are Trustees of the charity.

3. Objectives and Activities

The object of the charity as laid out in the Constitution is as follows:

• To advance education for the public benefit through the promotion of teaching and research in contemporary European Studies, and in furtherance of this objective but not otherwise.

• To maintain and foster links between UK universities and institutions and those in other countries as well as with such bodies as may be thought fit.

• To provide such help as may prove possible towards the promotion of contemporary European Studies.

Page 2

UACES

Trustees' Report

• To foster co-ordination of teaching and research by all appropriate means including the organising of meetings and seminars.

• To encourage the dissemination of research findings and to foster debate in contemporary European Studies by all appropriate means including the publication and circulation of papers and through the JCMS, Journal of Common Market Studies.

• To encourage the development of the successor generation of teachers and researchers in contemporary European Studies.

4. Achievements and Performance

The following themes within the objects have been identified:

a) the participation of postgraduate students and early-career scholars in the activities of the Association

• UACES received a grant from the European Union Erasmus+ programme, Jean Monnet Support for Associations, which included funding for Graduate Forum events. In 2021, together with the UACES Graduate Forum organised 2 events specifically for postgraduate students; a series of research seminars (hosted virtually due to the pandemic) and a research conference held virtually in June 2021.

• We continued to operate EuroResearch, the email list specifically for postgraduate students;

• Crossroads Europe, the Graduate Forum blog, continued to thrive on our blog platform www.ideasoneurope.eu.

• UACES self-funded four travel scholarships for PhD students to complete research work in the field of European Studies;

• UACES collaborated with the James Madison Charitable Trust to offer one further scholarship in 2021;

• In 2018, a part of our effort to improve the diversity of European Studies, UACES began reserving scholarships specifically for BIPOC students and those who work outside of Western Europe and North America. This initiative continued in 2021.

• UACES continued the Luke Foster JCER Best Article prize which is awarded to the best article published by a PhD student or Early-Career Researcher in our open-access journal JCER. The 2021 prize was awarded to Maryna Rabinovycha for her article ‘The Legal Status and Effects of the Agenda 2030 within the EU Legal Order'.

• Contributions towards travel expenses were also made available for those students attending events supported by UACES.

b) the research events and the research conference;

• The 51st Annual Conference which was held virtually was attended by over 400 people;

• Two new Collaborative Research Networks were established, in addition to the networks already running. The networks which were awarded funding in 2021 were:

Page 3

UACES

Trustees' Report

c) the publications policy of UACES;

• The Journal of Common Market Studies (JCMS) which includes the Annual Review of the EU continues to thrive.

• The open access, online-only Journal of Contemporary European Research (JCER) continues to rise in profile.

• In partnership with Routledge, the Contemporary European Studies (CES) book series which published 2 new titles in 2021;

d) relations with other associations;

UACES maintained links with:

e) communication between the Committee and the members;

The main means of communication is the UACES Newsletter supplemented by announcements on the email list and the UACES website.

f) our membership;

At 30/09/2021 membership of UACES was 1071, an increase from 990 the previous year. The low numbers in 2020 was likely due to the impact of the Covid-19 pandemic. We are pleased that the increase has brought UACES's membership back to pre-pandemic levels. The membership comprises 602 Individual, 143 Early Career, 232 PhD Researcher, 31 Student, 5 Affiliate and 58 Group members, with circa 60% of members based outside the UK.

g) our public profile;

• The Office staff at UACES (in particular the Digital Communications Manager) have been working hard to raise the online profile of UACES. This has been achieved through increased use of social media and sharing of multimedia content;

• The online profile of UACES and its associated journals and activities has increased, through more effective use of social media and multimedia content;

• IdeasonEurope.eu, our open access hosting platform for blogs on Europe continues to be popular for readers and authors and has over 12,000 followers on Twitter;

Page 4

UACES

Trustees' Report

• UACES continued its collaboration with Politico, delivering in Brussels a seminar titled 'How to make the right choice of European Studies?' at their virtual EU Studies Fair on 4 February 2021.

h) prizes;

UACES awarded five prizes in recognition of achievement in the field of European Studies: Best PhD Thesis, Best Book, the JCMS Prize, the JCER Prize and a Lifetime Achievement Award.

5. Financial Review

a) The financial position

UACES has a full business plan for the Association that reflects the aims, objectives and current priorities.

b) Funding Sources

UACES was the recipient of a grant from the James Madison Charitable Trust which will provide funding for various UACES activities starting in the 2019-2020 financial year.Due ot the Covid-19 pandemic, this funding was extended to cover some activities up to and including 2022.

UACES applied for and was successful in winning funding from the European Commission for a two-year project commencing in the 2019-20 financial year. this will fund 3 events and a journal special issue. The project has been extended until 2023 to take into account the effect of the pandemic.

UACES applied for and was successful in winning funding from the European Commission for a 3-year project commencing in the 2019-20 financial year. This will fund 6 Graduate Forum events, 4 seminars in Brussels and 2 Research Networks.

In conjunction with 10 partners, UACES applied for and was successful in winning funding from the European Commission for a three-year project commencing in the 2019-2020 financial year.The project has been extended until 2024 to take into account the effect of the pandemic.

UACES applied for and was successful in winning funding from the European commission for a 2-year project commencing in the 2019-20 financial year. This will fund 3 events and a journal special issue. This project has been extended until 2023 to take into account the effect of the pandemic.

Income from the profit of the journal, JCMS, together with the revenue from membership subscriptions and the annual conference, is used to cover administration and management of the Association.

c) Grant-making

There are three main streams of funding available from UACES (see www.uaces.org/funding)

d) Related party transactions

No transactions are made between the Charity and its Trustees or anyone else connected to its Trustees. Trustees are paid expenses only by direct reimbursement.

Page 5

UACES

Trustees' Report

e) Reserves

UACES’s reserves are currently in a healthy position, following a setback in 2015 after the payment of a large pension deficit. We are aware that future years may be more difficult, not least because of the current challenges being posed by the COVID-19 outbreak. UACES continues to build its reserves in the expectation that income from membership, EU grants and journal subscriptions are liable to reduce over the next 5-10 years.

f) Investment policy

An Investment Portfolio was established in 2010, the management of which was done with the advice of an Independent Financial Adviser. In October 2015, half of the investment portfolio was sold. In June 2016 the decision was taken to close the Investment Portfolio entirely. The decision was taken on the advice of our Independent Financial Adviser and it was done with the aim of improving cash flow. UACES realised a small gain from the sale of £3,972.

In its place UACES currently has 4 savings accounts which offer very small financial returns on the investments but do offer the benefit of easy access which has helped to improve UACES’s cash flow.

The investment policy will remain in place to inform the charity’s trustees should they decide to invest in a managed portfolio again in the future.

g) Financial risks

The Trustees have assessed the major risks to which the charity is exposed, in particular those related to the operations and finances of the charity. To note in this report:

i. The recent changes to the Jean Monnet Programme of the European Union

Over the last twenty years, UACES has been the recipient of numerous grants from the Jean Monnet programme of the European Union. In 2021 the grant programme changed and no longer includes the Jean Monnet Projects or Support to Association funding streams that have been used by UACES in the past. If the funding streams offered by the Jean Monnet programme continues in this way, there will be no further streams to which UACES can apply. This could have an impact on the activities we run for Graduate students and Early-career researchers, many of which have been previously funded by the Jean Monnet programme.

ii. The shift to open access publishing

Academic publishing is in the process of changing from the current reader-pays model to an author-pays model. UACES has been working with Wiley, our publishers and co-owners of the JCMS to prepare for this change. The Trustees are ensuring their feedback is taken into consideration on the proposed plan S implementation guidelines. At this stage it is difficult to assess the full impact on UACES but we have been advised by Wiley that there is likely to be a decrease in revenue from the JCMS publication.

iii. Membership of UACES

Whilst membership of UACES had been stabilising, 2020 saw a large drop in members. The trustees are pleased to report that following focused work by the UACES office and a very popular virtual conference in September 2021, UACES membership has grown again to pre-pandemic levels. UACES staff and trustees will continue to keep a close eye on membership numbers and will analyse data to see if there are any trends that need to be acted upon.

Page 6

UACES

Trustees' Report

6. Plans for the Future

a) Consolidate existing activities:

• running conferences, small events, seminars and networking activities

• expanding our range of virtual events - including running our first hybrid conference in 2022

• supporting and developing UACES publications - in particular looking to launch a new journal with a publisher in 2023

• Improving the UACES membership database in order to improve membership recruitment and retention

• supporting the Graduate Forum and continuing to promote its rebranded image

• Focus on improving the diversity of UACES’s members and participants at its conferences. We are particularly keen to encourage academics and students from historically under-represented backgrounds to attend our events and participate in our activities

b) Focus during 2021-2024 (current Chair’s term of office) on the following particular areas:

i. Strengthen the internal operation and organisation of the Association - making sure UACES has a strong core for the work that it does, optimising and diversifying UACES's income stream and making the most of the virtual side of the organisation.

ii. Optimising provision for UACES members - ensuring the orgainisation is a 'home' for members and place for them to support each other.

iii. Embedding our EDI policy to ensure that we offer maximum benefit for all our members.

iv. Promoting UACES within wider networks - ensuring UACES plays more of a role within both public and professional debates, increasing collaboration with sister organisations both in the UK and wider Europe, developing social media tools and promoting the work of members and their appearances in public forums.

Sep 23, 2022 The annual report was approved by the trustees of the charity on .................... and signed on its behalf by:

Kathryn Simpson

Kathryn Simpson (Sep 23, 2022 09:54 GMT+1)

......................................... Dr K Simpson Secretary and Trustee

Page 7

UACES

Statement of Trustees' Responsibilities

The trustees are responsible for preparing the trustees' report and the financial statements in accordance with the United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice) and applicable law and regulations.

The law applicable to charities requires the trustees to prepare financial statements 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 period. In preparing these financial statements, 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 financial statements comply with the Charities Act 2011, the applicable Charities (Accounts and Reports) Regulations, and the provisions of the constitution. The trustees are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Sep 23, 2022 Approved by the trustees of the charity on .................... and signed on its behalf by:

Kathryn Simpson Kathryn Simpson (Sep 23, 2022 09:54 GMT+1) ......................................... Dr K Simpson Secretary and Trustee

Page 8

UACES Independent Examinerls Report to the trustees of UACES I report to the charity trustees on my examination of the accounts of the cljarity fv th¢ year ended 31 D￿enther 2021 whi¢h are set out on pAge6 10 to 21. ResPKtlve responslbllities oftrnstees aDd e￿MI￿¢r As the eharity's tn]S￿S of UACES you are r¢sponstble for the prepardtion of the accounts in ac£ordan¢e with the requirements of the ch￿IlleS Art 2011 {'the AGt'). I r¢port in respecl of rtry examination fjf the UACES¥ awounts carried under s¢cti¢)n 145 of the 2011 A¢t and in Carrying out my examination I have followed all the applicable Directions given by th¢ Clwity Conmi&sion under section 145(5)(b) of the Art. Independent esaminer'j st¥¢¢m¢llt Since UACES'S ￿0s5 Income exceeded £250,1N)O y¢)w examiner must be a Memb￿ of a b￿Y listed in section 145 of the 2011 Act. I confirni that i am qualified to undertake the examinati￿ because l am a member of ICAEW, which is one of the listed IM)dies. I hav¢ ¢¢)mpl¢ted my exarnination. I confirn) that no material rna￿1$ have ¢ome io my attention in connection with the examination giving me cause to bdi¢v¢ that itt any Materi￿ res l. a￿ountIng records Hrre not kept in r¢5PeCt of UACES as required by Secti(￿ 130 of the Act" or 2. th¢ a¢counts do not accord with those r￿Ords. or 3. th¢ aCC￿U￿ts do Dot cotnply with the a¢¢ountin8 requirements CO￿¢ming th¢ fonn and ¢ontenl of accounts s¢t (Mit in the Chari(ies (Accounts and R¢ports) Regulations 2008 othet than any requir¢rn¢nt that the accounts ￿ve a 'trw and fair vi¢v/ whith is not a matter Considered as part of an Inde￿￿ettl oMmination. I have no ¢on¢¢rns and have come across no other matters in connection with the examination to which atteniion should be drawn in this report in orderto enable a pmper widerstwthn8 of the acCi￿nts ts> bereached. M Wink¢]maDn FCA Chartered Acwuntant ICAEW Hffiry and Banwell 26 Berkeley Sqtthre Bristol BS8 IHP Page 9

UACES

Statement of Financial Activities for the Year Ended 31 December 2021

Note
Income and Endowments from:
Donations and legacies
Charitable activities
Other trading activities
Investment income
4
Total income
Expenditure on:
Charitable activities
Total expenditure
Net movement in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward
14
Note
Income and Endowments from:
Donations and legacies
Charitable activities
Other trading activities
Investment income
4
Total income
Expenditure on:
Charitable activities
Total expenditure
Net movement in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward
14		 Unrestricted
funds
£
1,466
69,798
207,380
3,401
282,045
(235,051)
(235,051)
46,994
386,387
433,381
Unrestricted
funds
£
2,060
50,384
293,785
1,775
348,004
(324,940)
(324,940)
23,064
363,323
386,387		 Restricted
funds
£
23,087
-
-
-
23,087
(23,087)
(23,087)
-
-
-
Restricted
funds
£
38,602
-
-
-
38,602
(38,602)
(38,602)
-
-
-		 Total
31 December
2021
£
24,553
69,798
207,380
3,401
305,132
(258,138)
(258,138)
46,994
386,387
433,381
Total
31 December
2020
£
40,662
50,384
293,785
1,775
386,606
(363,542)
(363,542)
23,064
363,323
386,387

All of the charity's activities derive from continuing operations during the above two periods. The funds breakdown for 2020 is shown in note 14.

Page 10

UACES

(Registration number: 1163773) Balance Sheet as at 31 December 2021

Note
Fixed assets
Tangible assets
11
Current assets
Debtors
12
Cash at bank and in hand
Creditors: Amounts falling due within one year
13
Net current assets
Net assets
Funds of the charity:
Unrestricted income funds
Unrestricted funds
Total funds
14		 31 December
2021
£
9,672
219,239
327,234
546,473
(122,764)
423,709
433,381
433,381
433,381		 31 December
2020
£
15,554
251,067
248,680
499,747
(128,914)
370,833
386,387
386,387
386,387

The financial statements on pages 10 to 21 were approved by the trustees, and authorised for issue on Sep 23, 2022 .................... and signed on their behalf by:

Jocelyn Mawdsley

Jocelyn Mawdsley (Sep 23, 2022 09:57 GMT+1)

......................................... Dr J Mawdsley Trustee

Simon Usherwood

Simon Usherwood (Sep 23, 2022 09:59 GMT+1)

......................................... Prof S Usherwood Trustee

Page 11

UACES

Notes to the Financial Statements for the Year Ended 31 December 2021

1 Accounting policies

Statement of compliance

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 (FRS 102) (effective 1 January 2015) - (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Charities Act 2011.

Basis of preparation

UACES 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 notes.

Exemption from preparing a cash flow statement

The charity opted to early adopt Bulletin 1 published on 2 February 2016 and have therefore not included a cash flow statement in these financial statements.

Going concern

The trustees consider that there are no material uncertainties about the charity's ability to continue as a going concern.

Income and endowments

Voluntary income including donations, gifts, legacies and grants that provide core funding or are of a general nature is recognised when the charity has entitlement to the income, it is probable that the income will be received and the amount can be measured with sufficient reliability.

Donations and legacies

Donations and legacies are recognised on a receivable basis when receipt is probable and the amount can be reliably measured.

Grants receivable

Grants are recognised when the charity has an entitlement to the funds and any conditions linked to the grants have been met. Where performance conditions are attached to the grant and are yet to be met, the income is recognised as a liability and included on the balance sheet as deferred income to be released.

Expenditure

All expenditure is recognised once there is a legal or constructive obligation to that expenditure, it is probable settlement is required and the amount can be measured reliably. All costs are allocated to the applicable expenditure heading that aggregate similar costs to that category. Where costs cannot be directly attributed to particular headings they have been allocated on a basis consistent with the use of resources, with central staff costs allocated on the basis of time spent, and depreciation charges allocated on the portion of the asset’s use. Other support costs are allocated based on the spread of staff costs.

Page 12

UACES

Notes to the Financial Statements for the Year Ended 31 December 2021

Charitable activities

Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and services for its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.

Governance costs

These include the costs attributable to the charity’s compliance with constitutional and statutory requirements, including audit, strategic management and trustees’s meetings and reimbursed expenses.

Government grants

Government grants are recognised based on the accrual model and are measured at the fair value of the asset received or receivable. Grants are classified as relating either to revenue or to assets. Grants relating to revenue are recognised in income over the period in which the related costs are recognised. Grants relating to assets are recognised over the expected useful life of the asset. Where part of a grant relating to an asset is deferred, it is recognised as deferred income.

Taxation

The charity is considered to pass the tests set out in Paragraph 1 Schedule 6 of the Finance Act 2010 and therefore it meets the definition of a charitable company for UK corporation tax purposes. Accordingly, the charity is potentially exempt from taxation in respect of income or capital gains received within categories covered by Chapter 3 Part 11 of the Corporation Tax Act 2010 or Section 256 of the Taxation of Chargeable Gains Act 1992, to the extent that such income or gains are applied exclusively to charitable purposes.

Tangible fixed assets

Individual fixed assets costing £100.00 or more are initially recorded at cost, less any subsequent accumulated depreciation and subsequent accumulated impairment losses.

Depreciation and amortisation

Depreciation is provided on tangible fixed assets so as to write off the cost or valuation, less any estimated residual value, over their expected useful economic life as follows:

Trade debtors

Trade debtors are amounts due from customers for merchandise sold or services performed in the ordinary course of business.

Trade debtors are recognised initially at the transaction price. They are subsequently measured at amortised cost using the effective interest method, less provision for impairment. A provision for the impairment of trade debtors is established when there is objective evidence that the charity will not be able to collect all amounts due according to the original terms of the receivables.

Cash and cash equivalents

Cash and cash equivalents comprise cash on hand and call deposits that are readily convertible to a known amount of cash and are subject to an insignificant risk of change in value.

Page 13

UACES

Notes to the Financial Statements for the Year Ended 31 December 2021

Trade creditors

are obligations to pay for goods or services that have been acquired in the ordinary course of business from suppliers. Accounts payable are classified as current liabilities if the does not have an unconditional right, at the end of the reporting period, to defer settlement of the creditor for at least twelve months after the reporting date. If there is an unconditional right to defer settlement for at least twelve months after the reporting date, they are presented as non-current liabilities.

are recognised initially at the transaction price and subsequently measured at amortised cost using the effective interest method.

Fund structure

Unrestricted income funds are general funds that are available for use at the trustees's discretion in furtherance of the objectives of the charity.

Restricted income funds are those donated for use in a particular area or for specific purposes, the use of which is restricted to that area or purpose.

Financial instruments

Classification

Financial assets and financial liabilities are recognised when the charity becomes a party to the contractual provisions of the instrument.

Financial liabilities and equity instruments are classified according to the substance of the contractual arrangements entered into. An equity instrument is any contract that evidences a residual interest in the assets of the charity after deducting all of its liabilities.

Recognition and measurement

All financial assets and liabilities are initially measured at transaction price (including transaction costs), except for those financial assets classified as at fair value through profit or loss, which are initially measured at fair value (which is normally the transaction price excluding transaction costs), unless the arrangement constitutes a financing transaction. If an arrangement constitutes a financing transaction, the financial asset or financial liability is measured at the present value of the future payments discounted at a market rate of interest for a similar debt instrument.

Financial assets and liabilities are only offset in the statement of financial position when, and only when there exists a legally enforceable right to set off the recognised amounts and the charity intends either to settle on a net basis, or to realise the asset and settle the liability simultaneously.

Financial assets are derecognised when and only when a) the contractual rights to the cash flows from the financial asset expire or are settled, b) the charity transfers to another party substantially all of the risks and rewards of ownership of the financial asset, or c) the charity, despite having retained some, but not all, significant risks and rewards of ownership, has transferred control of the asset to another party.

Financial liabilities are derecognised only when the obligation specified in the contract is discharged, cancelled or expires.

Page 14

UACES

Notes to the Financial Statements for the Year Ended 31 December 2021

2 Income from donations and legacies

Unrestricted funds

Donations and legacies;
Donations from companies, trusts
and similar proceeds
Grants, including capital grants;
Government grants
3
Income from charitable activities
Donations and Grants
Conference and Events
Membership subscriptions
Journal publication
Investment income
Other income
4
Investment income
Interest receivable and similar income;
Interest receivable on bank deposits		 General
£
1,466
-
1,466
Unrestricted
funds
General
£
1,466
18,895
50,903
207,380
3,401
-
282,045		 Restricted
funds
£
-
23,087
23,087
Restricted
funds
£
23,087
-
-
-
-
-
23,087
Unrestricted
funds
General
£
3,401		 Total
31 December
2021
£
1,466
23,087
24,553
Total
31 December
2021
£
24,553
18,895
50,903
207,380
3,401
-
305,132
Total
31 December
2021
£
3,401		 Total
1 October
2019 to 31
December
2020
£
2,060
38,602
40,662
Total
1 October
2019 to 31
December
2020
£
40,662
1,920
46,824
293,785
1,775
1,640
386,606
Total
1 October
2019 to 31
December
2020
£
1,775

Page 15

UACES

Notes to the Financial Statements for the Year Ended 31 December 2021

5 Analysis of governance and support costs

Governance costs

Unrestricted funds

Unrestricted
funds
Independent examiner fees
Examination of the financial statements
Trustees remuneration, expenses and other expenses		 General
£
2,229
1,294
3,523		 Total
31 December
2021
£
2,229
1,294
3,523		 Total
1 October
2019 to 31
December
2020
£
2,163
4,103
6,266

Page 16

UACES

Notes to the Financial Statements for the Year Ended 31 December 2021

6 Government grants

Three sources of grants were accessed in the year.

From the Erasmus+ programme of the European Union funds were received under the Jean Monnet Project and Jean Monnet Network sections of Erasmus.

Additionally grants were received from the James Madison Charitable Trust and Toni Haastrup.

The amount of grants recognised in the financial statements was £23,087 (2020 - £38,602).

7 Trustees remuneration and expenses

During the year the charity made the following transactions with trustees:

Dr K Simpson

£Nil (2020: £Nil) of expenses were reimbursed to Dr K Simpson during the year.

Dr J Mawdsley

£340 (2020: £585) of expenses were reimbursed to Dr J Mawdsley during the year.

Travel expenses and notary

Dr V Gravey

£Nil (2020: £214) of expenses were reimbursed to Dr V Gravey during the year.

Travel expenses

Dr K Wright

£Nil (2020: £560) of expenses were reimbursed to Dr K Wright during the year.

Travel expenses

Dr N Startin

£Nil (2020: £387) of expenses were reimbursed to Dr N Startin during the year.

Travel and accomodation expenses

Dr M Garcia

£Nil (2020: £247) of expenses were reimbursed to Dr M Garcia during the year.

Travel and subsistenec

Dr H Maurer

£Nil (2020: £180) of expenses were reimbursed to Dr H Maurer during the year.

Travel expenses

No trustees, nor any persons connected with them, have received any remuneration from the charity during the year.

No trustees have received any other benefits from the charity during the year.

Page 17

UACES

Notes to the Financial Statements for the Year Ended 31 December 2021

8 Staff costs

The aggregate payroll costs were as follows:

Staff costs during the year were:
Wages and salaries		 2021
£
124,305		 31 December
2020
£
144,456

The monthly average number of persons (including senior management team) employed by the charity during the year expressed as full time equivalents was as follows:

Administration
Charitable Activities		 31 December
2021
No
1
2
3		 31 December
2020
No
1
3
4

Contributions to the employee pension schemes for the year totalled £10,261 (2020 - £13,365).

No employee received emoluments of more than £60,000 during the year

9 Independent examiner's remuneration

9
Independent examiner's remuneration
1 October
Year ended 31 2019 to 31
December December
2021 2020
£ £
Examination of the financial statements 2,229 2,163

Page 18

UACES

Notes to the Financial Statements for the Year Ended 31 December 2021

10 Taxation

The charity is a registered charity and is therefore exempt from taxation.

11 Tangible fixed assets

Cost
At 1 January 2021
Additions
At 31 December 2021
Depreciation
At 1 January 2021
Charge for the year
At 31 December 2021
Net book value
At 31 December 2021
At 31 December 2020
12 Debtors
Trade debtors
Prepayments
Other debtors
13 Creditors: amounts falling due within one year
Trade creditors
Other creditors
Accruals		 Computer
equipment
£
44,582
3,000
47,582
29,028
8,882
37,910
9,672
15,554
31 December
2021
£
1,630
3,130
214,479
219,239
31 December
2021
£
198
108,215
14,350
122,763		 Computer
equipment
£
44,582
3,000		 Total
£
44,582
3,000
47,582
29,028
8,882
37,910
9,672
15,554
31 December
2020
£
164
7,192
243,711
47,582
29,028
8,882
37,910
9,672
15,554
251,067
31 December
2020
£
283
112,600
16,031
128,914

Page 19

UACES

Notes to the Financial Statements for the Year Ended 31 December 2021

14 Funds

Unrestricted funds
General
Unrestricted General Fund
Restricted funds
European Commission
Total funds
Unrestricted funds
General
Unrestricted General Fund
Restricted funds
European Commission
James Madison Charitable Trust
Total restricted funds
Total funds		 Balance at 1
January 2021
£
386,387
-
386,387
Balance at 1
October 2019
£
363,323
-
-
-
363,323		 Incoming
resources
£
282,045
23,087
305,132
Incoming
resources
£
348,004
33,935
4,667
38,602
386,606		 Resources
expended
£
(235,051)
(23,087)
(258,138)
Resources
expended
£
(324,940)
(33,935)
(4,667)
(38,602)
(363,542)		 Balance at 31
December
2021
£
433,381
-
433,381
Balance at 31
December
2020
£
386,387
-
-
-
386,387

The specific purposes for which the funds are to be applied are as follows:

Grants were received for the Jean Monnet Project and Network in the year from the European Commission, from the James Madison Charitable Trust and from Toni Haastrup.

Page 20

UACES

Notes to the Financial Statements for the Year Ended 31 December 2021

15 Analysis of net funds
Cash at bank and in hand
Net debt
Cash at bank and in hand
Net debt		 At 1 January
2021
£
248,680
248,680
At 1 October
2019
£
278,133
278,133		 Cash flow
£
At 31 December
2021
£
78,554
327,234
78,554
327,234
Cash flow
£
At 31 December
2020
£
(29,453)
248,680
(29,453)
248,680		 Cash flow
£
At 31 December
2021
£
78,554
327,234
78,554
327,234
Cash flow
£
At 31 December
2020
£
(29,453)
248,680
(29,453)
248,680
248,680

Page 21

UACES

Statement of Financial Activities by fund for the Year Ended 31 December 2021

Income and Endowments from:
Donations and legacies
Charitable activities
Other trading activities
Investment income
Total income
Expenditure on:
Charitable activities
Total expenditure
Net income
Net movement in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward		 Total
Unrestricted
funds
31 December
2021
£
1,466
69,798
207,380
3,401
282,045
(235,051)
(235,051)
46,994
46,994
386,387
433,381		 Unrestricted
funds
31 December
2020
£
2,060
50,384
293,785
1,775
348,004
(324,940)
(324,940)
23,064
23,064
363,323
386,387

Page 22

UACES

Statement of Financial Activities by fund for the Year Ended 31 December 2021

Income and Endowments from:
Donations and legacies
Total income
Expenditure on:
Charitable activities
Total expenditure
Net income/(expenditure)
Reconciliation of funds
Total funds carried forward		 Total
Restricted
funds
31 December
2021
£
23,087
23,087
(23,087)
(23,087)
-
-		 Restricted
funds
31 December
2020
£
38,602
38,602
(38,602)
(38,602)
-
-

Page 23

UACES

Idea Space, 83 Lavender Hill, London, SW11 5QL Tel +44 204 5244294

www.uaces.org

UACES ANNUAL REPORT

2022

A report for the financial year running 1 January 2021 to 31 December 2021

TABLE OF CONTENTS

Contents

Membership _____________ 2 Annual Conferences_____________ 3 Events in 2021 ____________ 4 Scholarships _____________ 5 UACES Archive Scholarships __________ 6 UACES Research Networks __________ 7 Microgrants______________ 8 Prizes and Awards ____________ 9 Journal of Common Market Studies _________ 11 Journal of Contemporary European Research (JCER) ________ 13 Routledge-UACES Contemporary European Studies series ________ 14

1

MEMBERSHIP

Membership

Membership of UACES increased to 1071 members as of 30/09/21 (an increase of 8% from the previous year). This comprised 602 Individual members, 143 Early-Career members, 232 PhD Researcher members, 31 Student members, 5 Affiliate members and 58 Group members.

In 2021 UACES introduce 2 new tiers of membership: Student membership for undergraduate and masters-level students and Affiliate membership for those who work in organisations that are not universities.

Our members are distributed across 60 countries: 36 European countries and 24 countries beyond Europe.

The table below shows from where UACES membership is sourced:

COUNTRY OF AS OF 30/9/21 AS OF 30/9/20 AS OF 30/9/19 AS OF 30/9/18
RESIDENCE
UK 36.1% 39.3% 39.6% 43.2%
Germany 7.8% 7.2% 6.8% 5.9%
Belgium 6.4% 6.2% 6.8% 6.2%
Netherlands 4.9% 3.9% 4.7% 4.9%
Italy 3.9% 3.0% 3.1% 3.1%
Poland 3.5% 3.9% 3.0% 3.0%
Spain 3.4% 3.1% 3.3% 2.8%
**USA ** 3.3% 2.9% 2.2% 1.2%
France 2.5% 1.9% 2.0% 2.0%
Austria 2.1% 1.1% 1,3% 1.3%
**Rest of Europe ** 18.3% 17.5% 16.6% 20%
Rest of World 7.6% 7.7% 7.5% 7.0%

BENEFITS

In 2021 members benefited directly from discounts for some UACES events, grants to support research networks, fieldwork scholarships for PhD students, access to our ever-popular email list and newsletter, fully-funded conferences for postgraduate students, and indirectly through the growth of our in-house, open-access journal JCER and our journal co-published with Wiley, JCMS: Journal of Common Market Studies.

A full list of members’ benefits is available to view at www.uaces.org/membership.

2

EVENTS

Annual Conferences

VIRTUAL CONFERENCE 2021

Due to the COVID-19 pandemic, the UACES officers took the difficult decision to cancel the 2021 annual conference in Liverpool. Instead, UACES held its 2[nd] virtual conference from 6-8 September 2021 on the Balloon platform. It was attended by 432 delegates from 44 different countries with the biggest contingents being from the UK (31%), Belgium (8%), Germany (8%), Poland (6%), The Netherlands (5%) and Spain (5%). These figures are based on the institutions that the delegates represented not nationality. The plenary sessions included the Future of Europe, the Northern Ireland Protocol and the JCMS Annual Review lecture presented by Federica Mogherini.

Origin of participants for the 2021 Virtual Conference

----- Start of picture text -----
Asia Oceania
Africa 1% 1% Americas
0% 3%
Rest of Europe
4%
EU
58%
UK
33%
----- End of picture text -----

3

EVENTS

Events in 2021

SECURING A FUTURE FOR EUROPEAN STUDIES (SAFES)

These events were funded by the Erasmus+ programme of the European Union as part of its Jean Monnet Support to Associations funding:

Doctoral Training Academy: Careers, held virtually, November 2020

Europe in Cha(lle)nging Times, a Graduate Forum research conference held virtually from 17-18 June 2021. Over 50 delegates attended over 2 days. UACES offered small research grants of up to £100 to participants who attended.

UACES/IACES SEMINARS

In 2021, UACES was delighted to partner with the Irish Association for Contemporary European Studies (IACES) to run a series of seminars looking at the intersection between the various crises facing Europe and how these crises affect the UK and Ireland. The seminars were held virtually via Zoom. The series was introduced by An Taioseach Michea l Martin.

Confronting the Coronavirus Pandemic, 26 February 2021, via Zoom

Confronting Racism in Ireland, the UK and the EU, 25 June 2021, via Zoom

OTHER EVENTS

The UACES virtual conference was held from 5-7 September 2021.

4

PRIZES AND AWARDS

Scholarships

2020-2021

In 2020-2021, UACES was pleased to be able to offer 2 additional scholarships thanks to generous support from the James Madison Charitable Trust (JMCT). The objectives of the Trust are to support and promote studies of federal government whether within or among states, including studies of processes that may lead towards the establishment of such government, and to support or promote education and dissemination of knowledge of these subjects. 2 of the scholarships offered in 2020-21 reflected these objectives.

Unfortunately, the scholarship assessors were not able to award both JMCT scholarships and so the call for 1 of these scholarships was reissued in 2021.

UACES Scholarships

UACES/JMCT Scholarships

Next application deadline: 21 October 2022 (1 deadline each year)

Funding available: 1500 GBP per person.

5

PRIZES AND AWARDS

UACES Archive Scholarships

In 2021, UACES was able to offer 1 scholarship for a PhD or Early-Career researcher to visit the Historical Archives of the European Union at the EUI in Fiesole, Italy. The scholarship was generously funded by the James Madison Charitable Trust (JMCT).

2021 SCHOLARSHIP

The 2021 Scholarship was awarded to Pekka Pohjankoski of Helsinki University.

6

PRIZES AND AWARDS

UACES Research Networks

UACES RNs are designed to encourage networking. The selection criteria for this funding stream are published on the UACES website (www.uaces.org/networks). UACES has received support from the James Madison Charitable Trust which has allowed us to offer funding for 2 additional research networks for 2019-2021.

RESEARCH NETWORKS ESTABLISHED IN PREVIOUS FINANCIAL YEARS

Gendering European Studies (2018-2021)

Effective Enforcement of EU Law & Policy (2018-2021)

Communicating Europe (2019-2022)

The Limits of EUrope: Challenging the Crisis of European Integration (2019-2022)

Network of EU-Africa Research (2020-2023)

The Role of Europe in Global Challenges (2020-2023)

(Re)Imagining Territorial Politics in Times of Crisis (2020-2023) [Funded by the James Madison Charitable Trust]

NETWORKS ESTABLISHED IN 2020-2021

EU-Health Governance (2021-2024)

European Non-violence Network (2021-2024)

Funding available: up to 6000 GBP over 3 years per network.

UACES is currently redeveloping the Research Network programme and a new call for networks will be launched in late 2022.

7

PRIZES AND AWARDS

Microgrants

In 2021 the UACES introduced a new funding scheme for all members which provides funding of between £100 and £500 to support one-off research needs. There is up to £4000 available for microgrants each year. There are 3 application deadlines per year: 31 March, 31 July and 30 November.

MEMBERS WHO RECEIVED MICROGRANTS AWARDED IN 2021

Find out more about microgrants at: https://www.uaces.org/funding/microgrants.

8

PRIZES AND AWARDS

Prizes and Awards

BEST BOOK AND BEST PHD THESIS

Since 2005, UACES has awarded each year, a prize for the Best Book and Best PhD thesis in contemporary European Studies. The awards are traditionally presented at the Annual Conference.

The 2021 book prize winner was

Vestert Borger, The Currency of Solidarity: Constitutional Transformation during the Euro Crisis (Cambridge University Press, 2020)

The 2021 Thesis Prize winner was:

Charlotte Godziewski, ‘Health in All Policies’ at EU Level: A Critical Analysis (University of Sheffield, 2020)

LIFETIME ACHIEVEMENT AWARD

In 2021 the lifetime achievement award was awarded to Dr Ann Kennard.

JCMS PRIZE

A prize is awarded for the best article of each volume.

The winners of the 2021 prize are:

Anne Louise Schotel and Liza Mu gge, ‘Towards categorical visibility? The political making of a third sex in Germany and the Netherlands’, Vol. 59, Issue 4. https://doi.org/10.1111/jcms.13170

The JCMS Editors wish to thank the JCMS Prize Jury: Maria Garcia (University of Bath), Roberta Guerrina (University of Bristol), Achim Hurrelmann (Carleton University), Annick Masselot (Canterbury University), Andrea Ribeiro Hoffman (Pontifical Catholic University of Rio de Janeiro) and Mills Soko (Wits Business School).

9

PRIZES AND AWARDS

JCER PRIZE

In 2016-17 UACES launched a new prize: the Luke Foster JCER Prize for Best Article by an Early-Career Researcher. The prize is awarded in memory of our late Executive Director, Luke Foster.

The winner of the 2021 Luke Foster Prize for Best Article is:

Maryna Rabinovych, ‘The Legal Status and Effects of the Agenda 2030 within the EU Legal Order’, 16 (2): 182-199. https://doi.org/10.30950/jcer.v16i2.1071

The runners-up are:

Alexander Brand, Florian Koch, Arne Niemann and Regina Weber, ‘Non-elite conceptions of Europe: Europe as reference frame in English football fan discussions’, 16 (3): 293-319. https://doi.org/10.30950/jcer.v16i3.1089

Brigitte Pircher, ‘The Council of the EU in Times of Economic Crisis: A Policy Entrepreneur for the Internal Market’, 16 (1): 65-81. https://doi.org/10.30950/jcer.v16i1.1086

10

PUBLICATIONS

Journal of Common Market Studies

IN 2021

Editors: Toni Haastrup and Richard Whitman

Book Reviews Editors: Ruby Gropas and Gaby Umbach

Annual Review Editors: Theofanis Exadaktylos, Roberta Guerrina and Emanuele Massetti

ISSN: 0021-9886 (print), 1468-5965 (online)

Volume 59 was published, comprising:

Issue 1: Special Issue guest edited by Christine Hackenesch, Julian Bergmann, Jan Orbie

Issues 2-6: General Issues

The JCMS Annual Review of the European Union in 2020 (ISBN: 978-1-119-85751-8)

LECTURES

The JCMS Annual Lecture took place virtually as part of the Council of European Studies conference. It was given by Gurminder Bhambra and was titled ‘A Decolonial Project for Europe’.

The JCMS Annual Review Lecture took place virtually as part of the UACES annual conference. It was given by Federica Mogherini and was titled ‘How 2020 has shaped the Future of the European Union.’

DOWNLOADS AND SUBSCRIPTIONS

There were over 500k full text downloads of JCMS articles in 2021. Of these, 21% were downloaded from servers in the UK, 12% in the Netherlands, 10% in Germany, 9% in the USA and 5% in Belgium.

The top 5 downloaded articles in 2021 were:

Why There is a Democratic Deficit in the EU Andrea Follesdal and Simon Hix, 44:3. https://doi.org/10.1111/j.1468-5965.2006.00650.x. (12334, 1st in 2020)

The European Union and the Securitization of Migration , Jef Huysmans, 38:5. https://doi.org/10.1111/1468-5965.00263. (8946, 2[nd] in 2020)

11

PUBLICATIONS

EU Aid Policy in the Middle East and North Africa: Politicization and its Limits , Richard Youngs and Ozge Zihnioglu, 59:1. https://doi.org/10.1111/jcms.13136. (5403).

For individual subscribers, Wiley continues to offer UACES members the cheapest subscription rates for the JCMS.

12

PUBLICATIONS

Journal of Contemporary European Research (JCER)

JCER is an open-access online-only Journal available at www.jcer.net.

Editors: Christopher Huggins, Kenneth McDonagh and Rachael Dickson

Teaching & Learning Editor: Nele Ewers-Peters (previously Karen Heard-Laureote)

ISSN: 1815-347X (online)

Volume 17 was published, comprising:

Issue 1: General Issue

Issue 2: Special Issue on The Limits of European Legitimacy edited by Russell Foster, Jan Grzymski and Monika Brusenbauch Meislova

Issue 3: General Issue

Issue 4: General Issue

The top downloaded articles (to date) for each issue are:

Brice Didier, ‘The European Union and the Liberal International Order in the Age of ‘America First’: Attempted Hedging and the Willingness-Capacity Gap’, 17 (1). https://doi.org/10.30950/jcer.v16i3.1097.

Roberto Baldoli and Claudio M. Radaelli, ‘Foundations of Regulatory Choice: Precaution, Innovation … and Nonviolence?’, 17 (2). https://doi.org/10.30950/jcer.v17i2.1177.

Raquel Vega Rubio, Alvaro Oleart and Kolja Raube, ‘Parties in the “twilight zone”: Beyond first and second-order elections for the 2019 European Parliament elections in Spain’, 17 (3). https://doi.org/10.30950/jcer.v17i3.1224.

Helen Drake and Pauline Schnapper, ‘‘We thought we were friends!’: Franco-British bilateral diplomacy and the shock of Brexit’, 17 (4). https://doi.org/10.30950/jcer.v17i4.1241.

13

PUBLICATIONS

Routledge-UACES Contemporary European Studies series

The book series was established in 2006. Since then, 67 titles have been published, with many subsequently released as paperbacks. Routledge continues to make the books available to UACES members at a reduced price.

The series editors in 2021 were Chad Damro, Elaine Fahey and David Howarth.

In 2021 there were 2 new books published in the series.

14

Combined Accounts and Annual Report - Signed

Final Audit Report

2022-09-23

Created: 2022-09-23 By: UACES UACES (admin@uaces.org) Status: Signed Transaction ID: CBJCHBCAABAAFek_imJgedWoBpsRnc4mr7e3uqfLrHYg

"Combined Accounts and Annual Report - Signed" History

Document created by UACES UACES (admin@uaces.org)

2022-09-23 - 7:13:59 AM GMT- IP address: 2.217.227.95

Document emailed to Kathryn Simpson (k.simpson@mmu.ac.uk) for signature

2022-09-23 - 7:16:57 AM GMT

Email viewed by Kathryn Simpson (k.simpson@mmu.ac.uk)

2022-09-23 - 8:53:32 AM GMT- IP address: 45.146.205.155

Document e-signed by Kathryn Simpson (k.simpson@mmu.ac.uk)

Signature Date: 2022-09-23 - 8:54:24 AM GMT - Time Source: server- IP address: 149.170.83.140

2022-09-23 - 8:54:27 AM GMT

Email viewed by jocelyn.mawdsley@newcastle.ac.uk

2022-09-23 - 8:56:35 AM GMT- IP address: 104.47.51.254

Signer jocelyn.mawdsley@newcastle.ac.uk entered name at signing as Jocelyn Mawdsley 2022-09-23 - 8:57:12 AM GMT- IP address: 77.98.159.14

Document e-signed by Jocelyn Mawdsley (jocelyn.mawdsley@newcastle.ac.uk)

Signature Date: 2022-09-23 - 8:57:14 AM GMT - Time Source: server- IP address: 77.98.159.14

Document emailed to simon.usherwood@open.ac.uk for signature

2022-09-23 - 8:57:16 AM GMT

Email viewed by simon.usherwood@open.ac.uk 2022-09-23 - 8:57:27 AM GMT- IP address: 104.47.1.254

Signer simon.usherwood@open.ac.uk entered name at signing as Simon Usherwood 2022-09-23 - 8:59:02 AM GMT- IP address: 81.110.118.71

Document e-signed by Simon Usherwood (simon.usherwood@open.ac.uk) Signature Date: 2022-09-23 - 8:59:03 AM GMT - Time Source: server- IP address: 81.110.118.71

Agreement completed.

2022-09-23 - 8:59:03 AM GMT