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2025-09-30-accounts

REPORT OF TRUSTEES.

YEAR ENDED 30 September 2025

The Trustees present their annual report and accounts for the year ended 30 September 2025

The principal object of the Association, now a Charitable Incorporated Organisation (CIO), as registered with the Charity Commission under registration number 1204290, is to advance the Roman Catholic religion by study and the propagation of the teaching of the Church as it pertains to the study and practice of healthcare workers.

The governing instrument is the Constitution of the Catholic Medical Association (UK) adopted on 24[th] April 2022. The address is 39 Eccleston Square, London. SW1V 1BX. The Association operates through that office and nine branches in the UK. The Council meets three times a year, with a preceding Ethics Committee. There is also an Annual General Meeting and Symposium, and the publication and distribution of its Catholic Medical Quarterly (CMQ)

The Trustees during the year were:

Dr. B. Bubna-Kasteliz, Dr. S.R. Brennan, Ms. T. Lynch & Mrs. M.Howard. The Members of Council (elected by the Annual General Meeting) during the year were:

Dr A. J. Farrell (President) Dr. M.Delany (Past-President) Dr. S R Brennan (Acting Secretary) Dr. D. Kearney (Hon.Treasurer) Dr. D Whitehouse (Hon. Registrar) Dr P Thevathasan (Editor of CMQ) Dr. B Bubna-Kasteliz.(Chairman of CMMS) Dr. A Igboaka(Youth). Fr.Jarmulowicz(Down’s Clinic). Dr. A Treloar (Assistant Editor of CMQ) Dr I. Jessiman, Ms T. Lynch, Dr.A.Buadi, Dr C. Zdziarska, & Mr.S.Bow

INVESTMENT POLICY: The Trustees, in the present financial climate, decided no movement of our reserves was sensible; safety of assets being paramount.

REVIEW OF ACTIVITY: With the stability in our finances we continued to use more of our resources in helping in educational activities, especially in the sphere of Medical Ethics. Meetings have been organised and well attended in London, we hope to progress this initiative out into the Branches. A group of younger members have continued to arrange meetings targeted at Catholic

Medical Students, Doctors in training & other Health Care staff, which have been well attended. We continue to use St Aloysius Church Hall and Allen Hall in London for our Council meetings at very little cost. With more on-line and “hybrid” meetings we need to keep up some face to face meetings too. Unfortunately we had to cancel our Birmingham Symposium at short notice because of all the activity around the Assisted Dying Bill in Parliament, one of the Votes virtually coincided with our meeting. Our CMA Video on this subject was well worked though not seen by as many as we had hoped. With the defeat of that Bill, we will be trying to focus more on Abortion & Gender issues. The Symposium is to focus on these topics & others in Birmingham, on 30[th] May.

RISK MANAGEMENT: The Trustees have assessed the risks to which the Charity is exposed in its operations and finances, and are satisfied that systems are in place to minimize risk, with proper insurance cover.

RESERVES POLICY: The Trustees have reviewed the reserves of the Charity, covering the nature of the income and expenditure streams, matching variable income with fixed commitments. The review concluded that in order to provide a buffer for uninterrupted services, a general reserve of £50,000 should be maintained.

STATEMENT OF RESPONSIBILITIES OF THE TRUSTEES of the Catholic Medical Association (UK) in respect of the Trustees’ annual report and the financial statements:

The Trustees are responsible for preparing a trustees annual report and financial statements in accordance with applicable law and UK Accounting Standards (UK Generally Accepted Accounting Practice). The law applicable to charities in England & Wales requires the charity Trustees to prepare financial statements for each year giving a true and fair view of the state of affairs of the charity and of its income and application of resources during that period. In preparing the financial statements, the Trustees are required to:

-select suitable accounting policies and then apply them consistently;

-observe the methods and principles in the applicable CIO SORP(Statement of Recommended Practice);

-make judgements and estimates that are reasonable and prudent;

-state whether applicable accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements;

-prepare the financial statements on the “going concern” basis unless it is inappropriate to presume that the Charity will continue in business.

The Trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the Charity and to enable them to ensure that the financial statements comply with the Charities Act 2011, the current Church Accounting Regulations, the applicable Charities (Accounts & Reports) Regulations, and the provisions of the Trust deed. They are also responsible for safeguarding the assets of the Charity and taking reasonable steps for the prevention and detection of fraud and other irregularities.

The Trustees are responsible for the maintenance and integrity of the Charity and financial information included on the Charity’s website in accordance with legislation in the UK governing the preparation and dissemination of financial statements.

Signed:

Dr. B.Bubna-Kasteliz, Trustee. Ms. T. Lynch, Trustee. Dr. S. R. Brennan, Trustee. & Mrs. M. Howard, Trustee.

Signed:

Dr. A.J.Farrell. President. CMA-UK

Charity Account

Commercial Instant Access Account Commercial Instant Access Education

1/10/24 - £25397.58 1/10/24 - £27659.46 1/10/24 - £13.941.45 1/10/24 - £66998.49 30/9/25 - £18876.51 30/9/25 - £32,347.33 30/9/25 - £14066.32 30/9/25 - £65290.16 Balance - - £6521.07 Balance: - + £4687.87 Balance - + £124.87 Balance - - £1708.33 Incoming: £19144.39 Incoming: - £4687.87 Incoming: - £124.87 Total incoming - £23,957.13 Membership fees: £11354.56 Membership fees: £3899.07 Interest: £124.87 HMRC charities: £3049.90 Interest: £264.90 RC National Shrine: £3162.00 Eventbrite: £523.90 National Grid: £415.34 Anuli Igboaka refund: £47.99 Eventbrite Operation: £464.60 Fr James McTavish refund: £650 Unaccounted: + £168 Unaccounted: + £168 Outgoing: £25833.46 Outgoing: - 0 Outgoing: - 0 Total outgoing - £25,833.46 Responsible society: £15.00 Microsoft: £160.68 NCH software: £13.11 FEAMC: £1585.62 Boydell & Co: £2160.00 Fr James McTavish: £2644 Susan Okafor: £150 Total assets 30/9/25 - £65290.16 CM Ward: £250 Mike Delany expenses: £2369.03 C O'Donnell expenses: £150 Ryan Christopher: £145 March for Life UK: £200 St Aloysius Parish: £500 Cheques (2) ?: £450

Ben Delany expenses: £150 John Seed CMQ: £7908 Responsible Mailing: £4818.99 Catholic Union: £50 CMMS: £500 Anuli Igboaka expenses: £293.86 Polish Catholic Assoc: £320 Fr Tom Lynch: £230 ICO Data: £47 Sacred Heart: £370 Post Office Counter: £33.75 Nimisha Benny expenses: £47.55 I Zuckelkow expenses: £256.52 Our charge: £15 Non GB Transfer Fees (2): £0.35