Trustees’ annual report for the period
From: 1 August 2024 To: 31 July 2025
Charity name: Bristol Medico Chirurgical Society CIO
Charity registration number: 1181791
Company number: CIO – so none
Objectives and activities
The object of the Charity is the advancement of the Art and Science of Medicine in all its branches. But not exclusively by:
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(1) providing and assisting in the provision of health related education for the public and health care staff.
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(2) bringing together in conference on health related matters representatives of voluntary organisations, Government departments, statutory authorities, individuals and members of the public.
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(3) causing to be written and printed or otherwise reproduced and circulated, including electronically, papers, books, periodicals, pamphlets or other documents or films or recorded audio and/or visual material related to the activities of the CIO.
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(4) collecting and disseminating information on all matters affecting such objects and exchanging such information with other bodies having similar objects;
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(5) providing grants to any other charity in the Bristol area which advances medicine by providing educational events.
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(6) if financially able to, providing individual grants to aid educational activities for health workers.
During this year it has carried out its activities principally by holding 8 educational meetings this year, and one social event to foster relationships between health workers in the area.
9th October 2024. Engineers' House AGM and handover of Presidency Presidential Address by Prof. Parag Singhal: 'The Paradigm Shift in the Management of Diabetes'
13th November 2024 Nuffield Hospital Speaker: Dr Chris Custard: 'Reinventing the wheels of acute clinical care'
15th January 2025. Online Speaker: Prof. Ajay Gupta: Aspirin Resistance in Acute MI and New Treatments for MI.
12th February 2025 Nuffield Hospital Speaker: Dr Raghuram Ananthakrishnan: Integrated Care Boards
12th March 2025: Online Speaker: Dr Sarah Hiorns - President of Hypnosis and Psychosomatic RSM 'The modern use of hypnosis in medicine'
9th April 2025 Long Fox Lecture Nuffield Hospital Speaker: Prof. Paul Goddard: 'Prophets and Profits of Doom: Official and not-so official reports on Covid-19 and The Death of Science'
14th May 2025 Nuffield Hospital Speaker: Prof. Mark Petrioni: The Darzi report - has the problem in the NHS been diagnosed?
Wednesday 4 June 2025: Engineers' House Speaker: Dr Waqas Akhtar: Revolutionizing Resuscitation: EPR
Saturday 12 July 2025: ANNUAL END OF YEAR SUMMER PARTY
No grants have been made due to lack of applications. We welcome applications from health workers for small grants to cover travel and conference expenses. There is a restricted fund for this purpose.
In planning and carrying out these activities the trustees have had regard to the guidance issued by the Charity Commission on public benefit.
This 151[th] year of the society has seen most of the meetings held at Nuffield Hospital, Clifton and we remain grateful for their support. We have been able to livestream most of the meetings and recordings of most are kept online, accessed through our website.
We are aware that material goes out of date and review recordings at the end of each year to decide if to delete any.
We have expended money this year to transfer the website to a new provider. This should enable a sizeable saving in the future: the costs this year mainly relate to the costs of transfer and of purchasing several years in advance for further savings.
We have restarted the West of England Medical Journal – due to the energy of our editor and trustee Dr Nabil Jarad.
We are very aware of, and grateful for, the help of volunteers in running the society.
Financial review
We continue to work alongside the old Medico-chirurgical society who transfer any subscriptions they receive to our account. All subscribed members of this charity are members of the old charity.
The treasurer’s report has been published separately. It shows that our financial position remains fragile. The subscriptions from both charities cover administration costs. Meal income does not cover meeting room booking costs.
This year we have placed most of the funds of the society in a low interest bearing 35day notice account operated by NatWest who are our bankers.
At the end of the year the charity held about £9000 of which about £1,500 is held for grant making. Overall we made a loss of £1500 despite money from the old Med Chi.
Structure, governance and management
The charity is governed by a constitution that has been approved by the Charity Commissioners and is registered as a Charitable Incorporated Organisation – this is a registered charity that can operate legally as a company without registering as a company with Companies House. With an income under £25,000 the reporting requirements are relatively light.
We are also registered with HMRC for gift aid and as an employer of our part time administrator Ms Purver.
Trustees are automatically members of the governing committee. The committee includes the minimum of President, President Elect (and past President), and Treasurer. The committee seeks and appoints trustees, and welcome approaches from all. No body external to the committee nor person is entitled to appoint a trustee.
We have a close relationship with the old Med Chi.
Plans for future
Under our President Prof Parag Singh we are exploring new sponsorship and using a variety of venues as well as online meetings to boost attendance. We also expect the website changes to be finalised by November.
Reference and administrative details
| Charity name | Bristol Medico-Chirurgical Society |
|---|---|
| Other name the charity uses | none |
| Registered charity number | 1181791 |
| Charity’s principal address | 7C Rockleaze Bristol BS9 1NE |
| 1 2 3 4 5 6 7 8 9 |
Trustee name | Office (if any) | Dates acted if not **for whole year ** |
|---|---|---|---|
| Prof ParagSinghal | President | 9/10/2024- now | |
| Dr Nabil-Al-Jarad | |||
| Dr Jonathan Pitts-Crick | |||
| Dr Tom Frewin | |||
| Dr Monica Blackwell | |||
| Dr Peter Carpenter | Treasurer | ||
| Dr David Baker | 9/10/24 - now | ||
There are no corporate trustees; No trustees hold title to property belonging to the charity - No Funds are held as custodian trustees on behalf of others; No personnel issues have been knowingly withheld. See also treasurers report sent separately.
Declarations
The company has taken advantage of the small companies’ exemption in preparing the report above.
The trustees declare that they have approved the trustees’ report (including directors’ report) above.
Signed on behalf of the charity’s trustees/directors
Signature(s) Full name(s) Peter Carpenter Position (for example Treasurer Secretary, Chair, etc) Date 15 October 2024
Bristol Medico Chirurgical Society Charity 1181791
Report of Hon Treasurer for Bristol Med Chi Society CIO 1181791 Hon Treasurer Peter Carpenter
At present most in-person events occur at the Nuffield who are now starting to charge for this and for food. We have also used the more expensive Engineers House for some meetings where we expect a higher turnout. We are also having a few online meetings to reduce costs and increase our reach.
Most of the money is held in a 35day notice savings account attached to account The accounts for both the old Med Chi and CIO have been scrutinised for accuracy by a person not involved in handling the money.
| 2024- 2025 | 2024- 2025 | 2023 - 2024 | 2023 - 2024 | 2022 - 2023 | 2022 - 2023 | |
|---|---|---|---|---|---|---|
| restricted | Unrestricted | Restrict | Unrestrict | Restrict | Unrestrict | |
| At startyear | 1444.79 | 9001.03 | 1444.79 | 6094.30 | 0 | 8822.29 |
| CIO Income | ||||||
| Subscription[£50’s] | 2610 | 2800 | 3000 | |||
| Meal income | 1520 | 1450 | 1170 | |||
| Fundraising events & Donations & Giftaid |
596.5 | 1475.70 | 217.94 | |||
| transfer from Old | 1000 | 3400 | 1444.79 | 1231 | ||
| Interest | 232.77 | 197 | ||||
| TOTAL | 0 | 5959.27 | 0 | 9322.70 | 1444.79 | 5618.94 |
| CIO Expenditure | ||||||
| EEF | -1774 | |||||
| Nuffield/other catering | -523.65 | -980.06 | -1788.71 | |||
| Secretary & committee exp |
-3000 | -3244.99 | -3199 | |||
| Website | -1730.94 | -2155.92 | -205.08 | |||
| Printing | 0 | 0 | 0 | |||
| PettyCash | 0 | 0 | 0 | |||
| Speaker exp | -257.7 | 0 | -123.79 | |||
| ICOgovernance | -47 | -35 | -35 | |||
| Hardware for admin/ IT |
-70 | -2995.35 | ||||
| Total | 0 | -7403.29 | -6415.97 | -8346.93 | ||
| Net income | 0 | -1444.02 | 0 | 2906.73 | 1444.79 | -2727.99 |
| Start ofyear | 1444.79 | 9001.03 | 1444.79 | 6094.30 | 0 | 8822.29 |
| Income | 0 | -1444.02 | 0 | 2906.73 | 1444.79 | -2727.99 |
| End ofyear | 1444.79 | 7557.01 | 1444.79 | 9001.03 | 1444.79 | 6094.30 |
| 9001.80 | 10445.82 | 7539.09 |
16 Oct 2025