## **Trustees’ Annual Report for the period** 

**From Period start date   To                                Period end date** 

## **Charity name:** 

## **Charity registration number:** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|For much of its long history, The British<br>Society for Research on Ageing has solely<br>relied on its volunteer board of Trustees to<br>manage the operational side of its activity. In<br>October 2023, the board took the decision to<br>appoint a part-time freelance Chief<br>Executive to support and oversee<br>operations.<br>The Trustees took this decision to invest in<br>support staff to help them deliver ambitious<br>targets for the charity, based on a Vision for<br>the organisation that has 5 interconnecting<br>pillars:<br>1.<br>Bring our scientist members together<br>2.<br>Educate the general public<br>3.<br>Advocate for more funding for high<br>quality research<br>4.<br>Raise money to provide grants to<br>support excellent research<br>5.<br>Enable translation of research by<br>relevant stakeholders<br>Trustees remain integral to the operational<br>work of the charity. They are appointed for a<br>term of 3 years, with the option to renew,<br>and are encouraged to take on a specific<br>role in line with their skills and experience. A<br>majority of the Trustees are academics<br>drawn from the ageing research community,<br>with others bringing experience from the<br>private and charity sectors. Applications and<br>nominations can be made at any time<br>through the year, via the BSRA website, with<br>candidates elected by ballot of members<br>either online or in person at our AGM.<br>The Board of Trustees is supported by a<br>Scientific Advisory Board, a group of 6<br>individuals who dedicate their time to assist<br>with reviewing and making decisions about|





|||grants awarded by the society, in line with<br>AMRC guidelines.<br>All new Trustees and members of the SAB<br>read the guidance on public benefit issued<br>by the Charity Commission and sign the<br>BSRA Trustee register to say that they have<br>understood the content of the document and<br>the requirements of being a charity Trustee<br>under UK law.|
|---|---|---|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or services<br>identified in the accounts.|Para 1.17 and<br>1.19|The Trustees were committed to making<br>progress against the 5 pillars of the society’s<br>Vision. To do this they made the decision to<br>invest in a part time freelance Chief<br>Executive and part time freelance<br>Communications Manager, who helped them<br>increase the charity’s output and impact.<br>1.<br>Bring Scientist Members Together<br>-<br>The number of BSRA members<br>increased by over 10% and<br>membership broadened through<br>outreach to students, industry,<br>international researchers and<br>institutions.<br>-<br>Six leading figures in the field of<br>ageing research were invited to<br>share their work in our 2024<br>Academic Seminar Series, attracting<br>approximately 300 participants.<br>-<br>Our 73rdAnnual Scientific Meeting<br>(ASM) at the University of<br>Birmingham brought together<br>approximately 135 delegates and<br>over 20 speakers for 3 days of<br>stimulating talks, networking<br>opportunities and poster<br>presentations.<br>2.<br>Educate the Public<br>-<br>The public lecture at our Annual<br>Scientific Meeting is a key part of our<br>public outreach. The guest speaker<br>at our Birmingham meeting was<br>Professor Steve Harridge from King’s<br>College London, whose talk on<br>exercise and ageing was attended by<br>70 representatives from the<br>Birmingham 1000 Elders cohort.<br>-<br>A core objective of 2023-2024 was to<br>develop a public engagement<br>strategy to deliver on the charity’s<br>commitment to education. Led by our<br>new CEO and Communications|





||Manager, this strategy includes the|
|---|---|
||development of new opportunities for|
||members of the public to engage with|
||scientists in the field of research|
||ageing, including the launch of an|
||online public lecture series.|
|3.|Advocate for More Funding|
|-|The Chair of the Board of Trustees,|
||Professor Weinkove, represented the|
||BSRA at an event on ageing at the|
||Royal Society and discussed ageing|
||research priorities with former Chief|
||Medical Officer, Chris Witty, and Lord|
||Kakkar, Chair of the OSCHR.|



- Members of the BSRA represent over 56 UK institutions involved in ageing research, providing a significant platform for promoting the value of this area of research as a means of preventing disease and improving the health of all individuals. 

- 4. Raise Money to Provide Grants 

- The BSRA supported the work of 13 young researchers in 2023-2024. As a member of the Association of Medical Research Charities (AMRS), the BSRA has its own Scientific Advisory Board to assess and award grant applications. These prizes included ongoing support for a PhD student at the University of Birmingham with the support of The Chernajovsky Foundation; the Korenchevsky Prize awarded to the best elevated Oral Presentation to an Early Career Researcher at our Annual Scientific Meeting; two small research grants, two travel grants, three summer studentship grants and poster prizes at our ASM. 

5. Enable Translation of Research 

- The BSRA launched a new initiative to develop partnerships with specific disease charities and identify ways in which the expertise of ageing researchers can help them fulfil their objectives. Charities include Cystic Fibrosis Trust, The Macular Society and Cancer Research UK. 

- The BSRA hosted a one-day satellite event before the annual ASM for the eleven UK Ageing Networks (UKAN) 



|||to meet in person.<br>-<br>The ASM included an inaugural Early<br>Career Commercialisation Prize to<br>encourage these young researchers<br>to translate their laboratory research<br>into commercial opportunities.|
|---|---|---|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|On appointment to the board, all new<br>trustees must read the guidance on public<br>benefit issued by the charity commission and<br>sign a the BSRA trustee register to say that<br>they have understood the content of the<br>document.|



## **Additional information (optional)** 

|**Additional information (optional)**|**Additional information (optional)**|**Additional information (optional)**|
|---|---|---|
|You may choose to include further statements where relevant about:|||
||SORP reference||
|Policy on grant making|Para 1.38|When awarding grants, the BSRA conforms<br>to the AMRC principles of peer review<br>guidelines, and utilises a minimum of 2 peer<br>reviewers (for awards exceeding £2000) and<br>an independent Scientific Advisory Board for<br>selecting projects for funding. The BSRA is<br>also committed to the 3Rs relating to the use<br>of animals in research.|
|Policy on social investment<br>including program related<br>investment|Para 1.38|N/A|
|Contribution made by<br>volunteers|Para 1.38|The BSRA is wholly reliant on volunteers in<br>order to function. The board of trustees are<br>at the heart of the society and are<br>responsible for its management and running.<br>In addition, the BSRA has a scientific<br>advisory board; a group of 6 individuals who<br>dedicate their time to assist with reviewing<br>and making decisions about grants awarded<br>by the society.|
|Other||N/A|



## **Achievements and Performance** 

SORP reference 



||Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|In Sept 2024 we hosted our Annual Scientific<br>1at the University of Birmingham with 135<br>delegates. This continues to provide the<br>BSRA with an excellent forum to discuss the<br>biology of ageing. The meeting includes a<br>public lecture, open to all members of the<br>public as a way to engage wider<br>communities in the importance of ageing<br>research. As part of the ASM, the BSRA also<br>awarded the Korenchevsky prize to enable a<br>young researcher to present their work at the<br>AGE meeting in America in 2025. This<br>continues to represent an excellent<br>mechanism to spread the message about<br>the BSRA to a wider audience, and also<br>support early career researchers in the field<br>of biogerontology.<br>The BSRA has continued to support<br>research into the biology of ageing through<br>awards of small grants to researchers in the<br>field. In 2024 we awarded almost £15000 to<br>researchers to enable them to conduct and<br>publish work in this field.<br>The BSRA has worked alongside the<br>Chernajovsky Foundation in 2024 to<br>administer a PhD award to the University of<br>Birmingham. The BSRA provides additional<br>support to this student via providing<br>opportunities and funding to attend and<br>network at our annual meeting. This project<br>was successfully completed in 2024.<br>The BSRA has also established an online<br>lecture series from leading scientists in the<br>field.||
|---|---|---|---|---|



## **Additional information (optional)** 

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

|<br>Achievements against<br>objectives set|<br>Para 1.41||
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|As of the 30th of November 2024, the British<br>Society for Research on Ageing has total<br>cash funds of £68,896. This represents a net<br>profit of approximately £7,378 over the last<br>12 months.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|The BSRA do not have a specific policy on<br>holding reserves. However, we do not have<br>any financial dependencies (e.g.<br>employee’s) and the cash funds held by the<br>BSRA are more than adequate to conduct<br>our main aims of hosting our annual<br>scientific meeting and awarded small grants<br>to our members.|
|Amount of reserves held|Para 1.22|N/A|
|Reasons for holding zero<br>reserves|Para 1.22|N/A|
|Details of fund materially in<br>deficit|Para 1.24|N/A|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|N/A|



## **Additional information (optional)** 

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

|<br>The charity’s principal<br>sources of funds (including<br>any fundraising)|<br>Para 1.47|<br>The principal sources of funding to the<br>BSRA are:<br>1. Donations to the charity<br>2. Registrations to the annual scientific<br>meeting<br>3. Membership subscriptions|
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|N/A|
|A description of the principal<br>risks facing the charity|Para 1.46|N/A|
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Constitution|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|CIO|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|All trustees are subject to election by the<br>membership|



## **Additional information (optional)** 

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

|<br>Policies and procedures<br>adopted for the induction and<br>training of trustees|<br>Para 1.51|<br>All newly elected trustee’s must read the<br>Charity Commission document “The<br>essential trustee” and sign the BSRA training<br>register to confirm that they have read and<br>understood the document and the<br>responsibilities of a trustee. New trustees<br>typically spend some time observing and<br>shadowing existing trustee’s before taking<br>on a substantive role within the charity.|
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51|Responsibility for the management of the<br>BSRA lies with the board of trustees, who<br>are led by the chairperson. The trustees are<br>supported by the Scientific Advisory Board,<br>comprising 6 persons, who work with the<br>board of trustees to review and select from<br>applications for BSRA funding. The BSRA<br>development board are a separate panel of<br>volunteers whose role is to help the BSRA<br>secure funds to advance our aims and<br>deliver our core activities. The board of<br>trustees, scientific advisory board and<br>development board are all comprised of<br>volunteers. In Oct 2024 a CEO was<br>appointed to assist with the running of the<br>charity.|
|Relationship with any related<br>parties|Para 1.51|N/A|
|Other|||



## **Reference and Administrative details** 

Charity name 



|Other name the charity uses|British Society for Research on Ageing|
|---|---|
|Registered charity number|1174127|
|Charity’s principal address|British Society for Research on Ageing, Durham University,<br>Science Site, South Road, Durham, DH1 3LE|
|||





## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3|**Trustee name**|**Trustee name**|**Office (if any)**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Dates acted if not for whole**<br>**year**|**Name of person (or body)**<br>**entitled to appoint trustee (if**<br>**any)**|**Name of person (or body)**<br>**entitled to appoint trustee (if**<br>**any)**||
|---|---|---|---|---|---|---|---|---|---|
||Professor David<br>Weinkove||Chair|||||||
||Sally Bird||CEO||Oct 2024 on|||||
||Dr Paul Morgan||Honorary Secretary|||||||
||4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|Dr Paul Potter||HonoraryTreasurer||||||
|||Dr BradleyElliott||Communications||||||
|||Dr Niharika Duggal||||||||
|||Dr Ira Milosevic||||||||
|||Dr Sophie Joanisse||Grants and Awards||Jan 2024 on||||
|||Elizabeth Mills||||||||
|||Tina Woods||||||||
|||Dr Charalampos<br>Rallis||||Nov 2024 on||||
|||Dr Diana Marcu||||Nov 2024 on||||
|||Dr Jon Houseley||||Jan 2024 on||||
|||Dr Hector Zenil||||Jan 2024 on||||
|||Dr James Murray||Honorary Secretary||Sept 2024 on||||
|||Adrian Cull||||Resigned March||||
|||||||||||
|||||||||||
|||||||||||
|||||||||||



– Corporate trustees names of the directors at the date the report was approved **Director name** 

Name of trustees holding title to property belonging to the charity 

**Trustee name Dates acted if not for whole year** 



## **Funds held as custodian trustees on behalf of others** 

Description of the assets N/A held in this capacity 

Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets 

## **Additional information (optional)** 

## **Names and addresses of advisers (Optional information)** 

**Type of Name Address adviser** 

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

## **Exemptions from disclosure** 

Reason for non-disclosure of key personnel details 

## **Other optional information** 



## **Declarations** 

**The trustees declare that they have approved the trustees’ report above.** 

**Signed on behalf of the charity’s trustees** 

**Signature(s)** 

**Full name(s)** Dr Paul K Potter ~~ee~~ **Position (eg Secretary,** Honorary Treasurer **Chair, etc)** ~~ee ee~~ 

**Date** 20/9/25 ~~|~~ 



|**Charity Name**||**No (if any)**|
|---|---|---|
|**Receipts andpayments accounts**|||
|**For the period**<br>**from**|01/12/2023<br>Period start date|30/11/2024<br>Period end date<br>**To**|



## **CC16a** 

## **Section A Receipts and payments** 

|||**Unrestricted**<br>**funds**||**Restricted**<br>**funds**||**Endowment**<br>**funds**||**Total funds**||**Last year**|
|---|---|---|---|---|---|---|---|---|---|---|
|||**to the nearest      £**|**to the nearest      £**|**to the nearest £**||**to the nearest £**||**to the nearest £**||**to the nearest £**|
||**A1 Receipts**||||||||||
||Membership|4997.6||**-**||**-**||**4,998**||**4,901**|
||Annual Scientific Meeting|**59766.54**||**-**||**-**||**59,767**||**29,490**|
||Donations|**8672.99**||**-**||**-**||**8,673**||**3,239**|
||Refunds|**-**||**-**||**-**||**-**||**907**|
||Grant Funds|6574.32||**-**||**-**||**6,574**||**67,480**|
|||**-**||**-**||**-**||**-**||**-**|
|||**-**||**-**||**-**||**-**||**-**|
|||**-**||**-**||**-**||**-**||**-**|
||**_Sub total_**_(Gross income for_||||||||||
||_AR)_|**80,011**||**-**||**-**||**80,011**||**106,017**|
|**A2 Asset and investment sales,**<br>**(see table).**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**_Sub total_                               -**<br>**-**<br>**-**<br>**-**<br>**-**<br>**_Total receipts_                  80,011**<br>**-**<br>**-**<br>**80,011**<br>**106,017**<br>~~S555~~|||||||||||
||**A3 Payments**||||||||||
||Travel expenses and refunds|**2,059**||**-**||**-**||**2,059**||**5,956**|
||Annual Scientific Meeting|**37566.6**||**-**||**-**||**37,567**||**35,049**|
||Grants and Awards|**14362.8**||**-**||**-**||**14,363**||**79,358**|
||Professional costs|**720**||**-**||**-**||**720**||**600**|
||Subscriptions|**866**||**-**||**-**||**866**||**790**|
||Website|**923.32**||**-**||**-**||**923**||**653**|
||Bank and Fraudulent Charges|**45**||**-**||**-**||**45**||**193**|
||Consultancy|**16041.9**||**-**||**-**||**16,042**||**3,264**|
||PayPal Refunds|**48.55**||**-**||**-**||**49**||**-**|
||**_Sub total_ **|**72,633**||**-**||**-**||**72,633**||**125,863**|



**A4 Asset and investment purchases, (see table) - - - - - - - -** _**Sub total**_ **[                               - ] - - - -** ~~S~~ _**Total payments**_ ~~555~~ **72,633 - - 72,633 125,863** _**Net of receipts/(payments)**_ **7,378 - -                      7,378 -               19,846 A5 Transfers between funds - -                            - - - A6 Cash funds last year end 61,518 -                            - 61,518 81,364** _**Cash funds this year end**_ ~~SS~~ **68,896** ~~=~~ **-                    68,896 61,518** 

CCXX R1 accounts (SS) 

30/09/2025 

1 



|**Section B Statement of assets and liabilities at**|**Section B Statement of assets and liabilities at**|**the end of the period**||
|---|---|---|---|
|**Categories**<br>Signed by one or two trustees on<br>behalf of all the trustees<br>**B1 Cash funds**<br>**B2 Other monetary assets**<br>**B4 Assets retained for the**<br>**charity’s own use**<br>**B5 Liabilities**<br>**B3 Investment assets**|Signature<br>**Details**<br>**Details**<br>Bank account<br>**Details**<br>**Details**<br>**_Total cash funds_**<br>(agree balances with receipts and payments<br>account(s))<br>**Details**|**Unrestricted**<br>**funds**<br>**Restricted**<br>**funds**<br>**to nearest £**<br>**to nearest £**<br>**68,896**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**68,896**<br>**-**<br>OK<br>OK<br>**Unrestricted**<br>**funds**<br>**Restricted**<br>**funds**<br>**to nearest £**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**asset belongs**<br>**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**asset belongs**<br>**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Fund to which**<br>**liability relates**<br>**Amount due**<br>**(optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>Print Name<br>Dr Paul K Potter|**Endowment**<br>**funds**<br>**to nearest £**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**Endowment**<br>**funds**<br>**to nearest £**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**<br>**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**<br>**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**<br>**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of<br>approval|
|||Dr Paul K Potter||
|||||



CCXX R2 accounts (SS) 

30/09/2025 

2 



CHARITY COMMISSION
FOR ENGLAND ANO WALES
Independent examiner's report on the
accounts
Section A
Independent Examiner's Report
Report to the trusteesl
members of
British Society for the Research into Ageing
On accounts for the year
ended
30th November 2024
Charity no
(if any)
279932
Set out on pages
I report to the trustees on my examination of the accounts of the above
charity ("the Trust") for the year ended 3011112024
Responsibilities and
basis of report
As the charity's trustees, you are responsible for the preparation of the
accounts in accordance with the requirements of the Charities Act 2011
("the Act")
I report in respect of my examination of the Trust's accounts carried out
under section 145 of the 2011 Act and in carrying out my examination, I
have followed all the applicable Directions given by the Charity Commission
under section 145(5){b} of the Act.
Independent
examiner's statement
I have completed my examination. I confirm that no material matters have
come to my attention in connection with the examination Éotlw
which gives me cause to believe that in, any material
respect..
the accounting records were not kept in accordance with section 130
of the Charities Act., or
the accounts did not accord with the accounting records., or
the accounts did not comply with the applicable requirement5
concerning the form and content of accounts set out In the Charities
(Accounts and Reports) Regulations 2008 other than any requirement
that the accounts give a 'true and fair, view which is not a matter
considered as part of an independent examination.
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 accounts to be reached.
Please delete the words in the brackets if they do not apply.
Signed:
Date:
2810g12025
Name:
Tracy Rhys-williams
Relevant professional
qualification(s> or body
MA4T
IER
Oct 2018

(if any):
Address:
7 Rosebarn Close, Burgess Hill, West Sussex RH15 OHN
Section B
Disclosure
Only complete if the examiner needs to highlight material matters of concern
(see CC32, Independent examination of charity accounts.. directions and
guidance for examiners).
Give here brief details of
any items that the
examiner wishes to
disclose.
IER
Oct 2018