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2024-12-31-accounts

REGISTERED COMPANY NUMBER: CE023014 (England and Wales) REGISTERED CHARITY NUMBER: 1191256

Report of the Trustees and

Unaudited Financial Statements for the Year Ended 31 December 2024

for

UKISCRS

Dufton Kellner Limited Chartered Accountants Barnston House Beacon Lane Heswall Wirral Merseyside CH60 0EE

UKISCRS

Contents of the Financial Statements for the Year Ended 31 December 2024

Page
Report of the Trustees 1 to 4
Independent Examiner's Report 5
Statement of Financial Activities 6
Statement of Financial Position 7 to 8
Notes to the Financial Statements 9 to 13
Detailed Statement of Financial Activities 14 to 15

UKISCRS

for the Year Ended 31 December 2024

Report of the Trustees

The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 December 2024. The trustees have adopted the provisions of 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 2019).

OBJECTIVES AND ACTIVITIES Objectives and aims

UKISCRS exists to:

1) Promote education and research in the field of cataract and refractive surgery and to advance and promote the study and practice of ophthalmology and research and the dissemination of the useful results thereof.

2) Promote experimental work in the field of cataract surgery, intraocular lens implantation and refractive surgery and the dissemination of results thereof.

3) Promote training in cataract and refractive surgery.

4) Communicate with its members and wider ophthalmic community.

Founded in 1976, UKISCRS is one of the oldest implant societies in the world. UKISCRS has an active membership of consultant ophthalmologists, specialist doctors, training grade doctors and professions allied to ophthalmology from the UK and Ireland as well as a number of international members. UKISCRS is at the forefront of promoting education and learning in cataract and refractive surgery. UKISCRS is a UK registered charity. It is administered by the Council, which comprises the Trustees, the Officers and elected representatives from the membership.

UKISCRS holds two scientific/education meetings every year.

The first meeting of the year is named the Cornea & Cataract Day. It is a 1-day, sub-speciality meeting which usually precedes the RCOphth annual meeting, to enable delegates & faculty to easily attend both meetings.

The second annual meeting is the autumn Congress and is the main meeting of the Society. It is a 3-day meeting. There is a training day run by the UKISCRS YOP Programme principally dedicated to providing expert-lead training and development sessions for junior ophthalmologists, attendees numbers for 2024 were 91. UKISCRS also run a 1-day symposium, including hands-on learning, for professions allied to ophthalmology.

The 2-day main Congress symposia programme is aimed at trainee and consultant level ophthalmologists. The sessions cover refractive, cataract and cornea ophthalmology sub-specialities and include debates, interactivity, panel discussions and peer-led education. The Congress has a scientific poster display, a rapid-fire free paper session, a video session, and an expert video session. The meeting attracts approx. 200-300 delegates across all grades, 30 faculty and 32 industry exhibitors.

Council meetings

UKISCRS hold a minimum of three council meetings per year in January, March or May and one in the Autumn which is when we also have the AGM (at the annual congress). Other council & committee meetings are arranged as required and delivered over Zoom.

Trustee meetings

The Trustees meet face to face three times a year and at other times as required and delivered over Zoom. They receive refresher/update training in the role, function and obligations of being a Trustee of a UK Charity.

Public benefit

The trustees are meeting their public benefit requirement by ensuring the general public benefit directly from the work undertaken by the charity, detailed in its objectives.

Page 1

UKISCRS

for the Year Ended 31 December 2024

Report of the Trustees

ACHIEVEMENTS AND PERFORMANCE

Charitable activities

Annual Meeting 2024: 28-29 November 2024 The annual meeting attracted 369 delegates and 23 exhibitor trade stands with over 100 representatives in attendance. We reduced our carbon footprint by having a digital programme and using recyclable congress materials. The venue had a 'green' policy which worked in line with our ethos on sustainability. The programme covered education for our trainee grades, allied professions and consultant attendees.

We held the 2024 meeting 28-29 November 2024 in London where we celebrated the 75th anniversary of the first IOL implantation which was performed by Sir Harold Ridley. His invention marked the beginning of modern ophthalmic surgery with the subsequent evolution of the IOL into the safe, and reliable implants used today. It also marked the beginning of a major change in the practice of ophthalmology to improve surgery. Autumn Congress costs were higher than in recent years due to investing in the cultivation of an invited speaker programme which included the Presidents of the Royal College of Ophthalmologists, the Irish College of Ophthalmology, BEAVRS, UKEGS and BOPPS. and an international faculty of esteemed speakers from across the world, the current Presidents of ESCRS, APACRS, ASCRS and the International Intraocular Implant Club. The Autumn Congress was held in conjunction with events and commemorations support by Registered Charity the 'Ridley Eye Foundation' to celebrate the birth of cataract surgery.

C&C day 2024: 4th March 2024

The C&C day this year was held separately from the Royal College of Ophthalomologists. It was a huge success in terms of the highest number of registered delegates we have received to date, 125. There was a faculty of 12-15 speakers plus in 2024 16 industry exhibitors.The delegate evaluation delivered very positive feedback and marked the faculty lectures highly.

FINANCIAL REVIEW

Financial position

Net income was £32,794 (2023 £16,799).

At the year end bank reserves amounted to £177,207 (2023 £173,533).

Reserves policy

It is the policy of UKISCRS to have reserves to cover a failed annual meeting. The reserve policy increased from £120,000.00 in January 2023 to £170,000.00 in May 2024.

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is controlled by its governing document, a constitution of a Charitable Incorporated Organisation, dated 11th September 2020.

Page 2

UKISCRS

for the Year Ended 31 December 2024

Report of the Trustees

STRUCTURE, GOVERNANCE AND MANAGEMENT Recruitment and appointment of new trustees

The UKISCRS constitution documents the procedure for recruitment and appointment of new trustees.

Professor David Spalton retired in November 2023 and was replaced by Professor Phillip Bloom. This appointment was advertised, interviewed and ratified in the 2022 report. Paul Rosen will retire in November 2026.

Management of the Society

This is contracted out. A tendering process was initiated in September 2024 to appoint a party with experience of association management and professional congress organisation to manage its activities under the direction of the UKISCRS President, Secretary, Treasurer and Council and responsible to the Board of Trustees, with effect from 1 April 2025.

The Society currently contracts gmProjects Ltd. led by Gill Wood who provides the Association Management (AM) and Professional Conference Organisation (PCO) services for the Society.

An external strategic review is currently in place to enable the Society to benchmark its successes and to set goals for future objectives.

REFERENCE AND ADMINISTRATIVE DETAILS

Registered Company number

CE023014 (England and Wales)

Registered Charity number

1191256

Registered office

Flat 3, Windsor Palace St Helens Park Road Hastings East Sussex TN34 2EU

Trustees

Dr P Rosen M Pande P Bloom

Independent Examiner

Stuart Kellner FCA Dufton Kellner Limited Chartered Accountants Barnston House Beacon Lane Heswall Wirral Merseyside CH60 0EE

STATEMENT OF TRUSTEES' RESPONSIBILITIES

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

Page 3

UKISCRS

for the Year Ended 31 December 2024

Report of the Trustees

STATEMENT OF TRUSTEES' RESPONSIBILITIES - continued

Company law requires the trustees to prepare financial statements for each financial year. Under that law, the trustees have elected to prepare the financial statements in accordance with United Kingdom Generally Accepted Accounting Practice (United Kingdom Accounting Standards and applicable law).

Under company law the trustees must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for that period. In preparing those financial statements, the trustees are required to

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charitable company and to enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Approved by order of the board of trustees on 20 October 2025 and signed on its behalf by:

Dr P Rosen - Trustee

Page 4

Independent Examiner's Report to the Trustees of UKISCRS

Independent examiner's report to the trustees of UKISCRS ('the Company')

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 December 2024.

Responsibilities and basis of report

As the charity's trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under Section 145 of the Charities Act 2011 ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under Section 145(5) (b) of the 2011 Act.

Independent examiner's statement

Since your charity's gross income exceeded £250,000 your examiner must be a member of a listed body. I can confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales, 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:

  1. accounting records were not kept in respect of the Company as required by Section 386 of the 2006 Act; or 2. the accounts do not accord with those records; or

  2. the accounts do not comply with the accounting requirements of Section 396 of the 2006 Act 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; or

  3. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities (applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)).

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.

Stuart Kellner FCA The Institute of Chartered Accountants in England and Wales

Dufton Kellner Limited Chartered Accountants Barnston House Beacon Lane Heswall Wirral Merseyside CH60 0EE

21 October 2025

Page 5

UKISCRS

Statement of Financial Activities for the Year Ended 31 December 2024

31.12.24 31.12.23
Unrestricted Total
funds funds
Notes £ £
INCOME AND ENDOWMENTS FROM
Donations and legacies 22,624 13,652
Charitable activities
Annual meeting 361,487 192,101
Cornea & cataract day 35,263 28,962
Webinars 500 -
Young ophthalmologist programme training day
975 1,855
Educational Bursary 4,800 -
Total 425,649 236,570
EXPENDITURE ON
Charitable activities
Annual meeting 294,688 142,288
Cornea & cataract day 23,618 13,649
Webinars 1,789 -
ESCRS membership fees
10,588 10,814
Young ophthalmologist programme training day
- 1,765
Other 62,172 51,255
Total 392,855 219,771
NET INCOME 32,794 16,799
RECONCILIATION OF FUNDS
Total funds brought forward 152,755 135,956
TOTAL FUNDS CARRIED FORWARD 185,549 152,755

The notes form part of these financial statements

Page 6

UKISCRS

Statement of Financial Position

31 December 2024

31.12.24
Unrestricted
funds
Notes
£
FIXED ASSETS
Investments
5
1,092
CURRENT ASSETS
Debtors
6
23,523
Cash at bank
177,207
200,730
CREDITORS
Amounts falling due within one year
7
(16,273)
NET CURRENT ASSETS
184,457
TOTAL ASSETS LESS CURRENT
LIABILITIES
185,549
NET ASSETS
185,549
FUNDS
8
Unrestricted funds
185,549
TOTAL FUNDS
185,549
31.12.23
Total
funds
£
1,092
6,605
173,533
180,138
(28,475)
151,663
152,755
152,755
152,755
152,755

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 December 2024.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 December 2024 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

The notes form part of these financial statements

continued...

Page 7

UKISCRS

Statement of Financial Position - continued

31 December 2024

These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.

The financial statements were approved by the Board of Trustees and authorised for issue on 20 October 2025 and were signed on its behalf by:

P Rosen - Trustee

The notes form part of these financial statements

Page 8

UKISCRS

Notes to the Financial Statements for the Year Ended 31 December 2024

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) '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 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention, with the exception of investments which are included at market value.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, 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 accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Taxation

The charity is exempt from corporation tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

2. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 December 2024 nor for the year ended 31 December 2023.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 December 2024 nor for the year ended 31 December 2023.

3. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

Unrestricted
funds
£
INCOME AND ENDOWMENTS FROM
Donations and legacies 13,652
Charitable activities
Annual meeting 192,101
Cornea & cataract day 28,962
Young ophthalmologist programme training day
1,855
Total 236,570

continued...

Page 9

UKISCRS

Notes to the Financial Statements - continued for the Year Ended 31 December 2024

3. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued

Unrestricted
funds
£
EXPENDITURE ON
Charitable activities
Annual meeting 142,288
Cornea & cataract day 13,649
ESCRS membership fees
10,814
Young ophthalmologist programme training day
1,765
Other 51,255
Total 219,771
NET INCOME 16,799
RECONCILIATION OF FUNDS
Total funds brought forward 135,956
TOTAL FUNDS CARRIED FORWARD 152,755

4. INDEPENDENT EXAMINERS REMUNERATION

The independent examination fee is £3,200 plus VAT.

5. FIXED ASSET INVESTMENTS

The fixed asset investment represents a presidential jewel, which is shown at cost.

6. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

31.12.24 31.12.23
£ £
Trade debtors 4,249 5,470
Prepayments and accrued income 19,274 1,135
23,523 6,605

continued...

Page 10

UKISCRS

Notes to the Financial Statements - continued for the Year Ended 31 December 2024

7.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Accruals and deferred income
8.
MOVEMENT IN FUNDS
Unrestricted funds
General fund
Cornea & cataract day
TOTAL FUNDS
Net movement in funds, included in the above are as follows:
Unrestricted funds
General fund
TOTAL FUNDS
Comparatives for movement in funds
Unrestricted funds
General fund
Cornea & cataract day
TOTAL FUNDS

At 1.1.24
£
151,620
1,135
152,755
152,755
Incoming
resources
£
425,649
425,649
At 1.1.23
£
135,956
-
135,956
135,956
31.12.24
31.12.23
£
£
16,273
28,475
Net
movement
At
in funds
31.12.24
£
£
32,794
184,414
-
1,135
32,794
185,549
32,794
185,549
Resources
Movement
expended
in funds
£
£
(392,855)
32,794
(392,855)
32,794
Net
movement
At
in funds
31.12.23
£
£
15,664
151,620
1,135
1,135
16,799
152,755
16,799
152,755
31.12.23
£
28,475
At
31.12.24
£
184,414
1,135
185,549
185,549
32,794
At
31.12.23
£
151,620
1,135
152,755
152,755

continued...

Page 11

UKISCRS

Notes to the Financial Statements - continued for the Year Ended 31 December 2024

8. MOVEMENT IN FUNDS - continued

Comparative net movement in funds, included in the above are as follows:

Incoming
resources
£
Unrestricted funds
General fund
236,570
Cornea & cataract day
-
236,570
TOTAL FUNDS
236,570
A current year 12 months and prior year 12 months combined position is as follows:
At 1.1.23
£
Unrestricted funds
General fund
135,956
Cornea & cataract day
-
135,956
TOTAL FUNDS
135,956
Resources
Movement
expended
in funds
£
£
(220,906)
15,664
1,135
1,135
(219,771)
16,799
(219,771)
16,799
Net
movement
At
in funds
31.12.24
£
£
48,458
184,414
1,135
1,135
49,593
185,549
49,593
185,549
Resources
Movement
expended
in funds
£
£
(220,906)
15,664
1,135
1,135
(219,771)
16,799
(219,771)
16,799
Net
movement
At
in funds
31.12.24
£
£
48,458
184,414
1,135
1,135
49,593
185,549
49,593
185,549
16,799
16,799
At
31.12.24
£
184,414
1,135
185,549
185,549

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Cornea & cataract day
TOTAL FUNDS
Incoming
resources
£
662,219
-
662,219
662,219
Resources
Movement
expended
in funds
£
£
(613,761)
48,458
1,135
1,135
(612,626)
49,593
(612,626)
49,593
Resources
Movement
expended
in funds
£
£
(613,761)
48,458
1,135
1,135
(612,626)
49,593
(612,626)
49,593
49,593
49,593

continued...

Page 12

UKISCRS

Notes to the Financial Statements - continued for the Year Ended 31 December 2024

9. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 December 2024.

Page 13

UKISCRS

Detailed Statement of Financial Activities for the Year Ended 31 December 2024

Detailed Statement of Financial Activities
for the Year Ended 31 December 2024
31.12.24 31.12.23
£ £
INCOME AND ENDOWMENTS
Donations and legacies
Subscriptions 22,624 13,652
Charitable activities
Annual meeting 361,487 192,101
Cornea & cataract day 35,263 28,962
Webinars 500 -
Young ophthalmologist programme training day 975 1,855
No description 4,800 -
403,025 222,918
Total incoming resources 425,649 236,570
EXPENDITURE
Charitable activities
Annual meeting costs 294,688 142,288
Cornea & cataract meeting cost 23,618 13,649
Webinar costs 1,789 -
ESCRS membership fees 10,588 10,814
Young ophthalmologist programme training day - 1,765
330,683 168,516
Support costs
Finance
Bank charges 322 259
Paypal fees 3,229 465
3,551 724
Governance costs
Insurance 645 514
Computer expenses 2,829 1,324
Accountancy fees 3,930 3,720
Legal & professional fees 35 431
Secretarial fees & expenses 42,027 36,298
Travel & accommodation - 1,844
Consultancy fees 6,716 6,300
Bad debts - 100
Carried forward 56,182 50,531

This page does not form part of the statutory financial statements

Page 14

UKISCRS

Detailed Statement of Financial Activities for the Year Ended 31 December 2024

Detailed Statement of Financial Activities
for the Year Ended 31 December 2024
31.12.24 31.12.23
£ £
Governance costs
Brought forward 56,182 50,531
Marketing & advertising 830 -
Sundry expenses 20 -
Society costs 1,589 -
58,621 50,531
Total resources expended 392,855 219,771
Net income 32,794 16,799

This page does not form part of the statutory financial statements

Page 15