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2025-03-31-accounts

THE PARTIALLY SIGHTED SOCIETY

A company limited by guarantee

Report and Financial Statements

For the year ended 31st March 2025

Registered Company Number: 00917003 (England and Wales)

Registered Charity Number: 254052

The Partially Sighted Society

Contents of the Financial Statements For the year ended 31st March 2025

Page
Legal and administrative information 1
Report of the trustees 2 -6
Independent Examiners Report 7
Statement of Financial Activities 8
Balance Sheet 9
Notes to Financial Statements 10 - 16

The Partially Sighted Society

Company Information

For the year ended 31st March 2025

Management Committee

KR Binks Chair R Magilton Vice Chair P Moore RL Mackay CV Kemp T Vadhia

Registered Office 1 Bennetthorpe Doncaster South Yorkshire DN2 6AA

Company Number 00917003 Charity Registration No 254052

Independent examiner Jon Lister Enterprise Chartered Certified Accountants 8 Castlegate Tickhill Doncaster DN11 9QU

Page 1

The Partially Sighted Society

Report of the Board of Trustees For the year ended 31st March 2025

The members of the Board of Trustees present their Annual Report for the year ended 31st March 2025.

Objectives and aims

The main objective of the charity is to help people with a visual impairment make the best possible use of their remaining vision. The main activities to achieve this objective are the provision of advice, information, equipment and clear print material.

The Trustees have paid due regard to guidance issued by the Charity Commission in deciding what activities the Charity should undertake.

Members of the Board of Trustees

KR Binks Chair R Magilton Vice Chair P Moore CV Kemp T Vadhia RL Mackay

The members of the Board of Trustees are all directors of the company.

The Charity is incorporated and is registered with the Charity Commission, No 254052. The Company is registered in England and Wales, No 00917003. The Charity's address is 1 Bennetthorpe, Doncaster, DN2 6AA. The governing document is the Memorandum and Articles of Association dated 3 October 1967.

The Board of Trustees are the members of the company. The company is a company limited by guarantee and therefore has no share capital. In the event of a winding up the liability of members is limited to £1.

Recruitment and appointment of new trustees

Trustees are elected to serve for three years after which they may be reappointed for a further three year term. The Honorary Chairperson, Vice Chairperson and Treasurer are elected by the trustees.

The Trustees will review their composition on an ongoing basis to ensure that all relevant skill areas are represented and where necessary recruit additional Trustees. The Trustee Board endeavours at all times to ensure and maintain the professional standards required to maintain the Charity's National reputation.

Organisational structure

The Board of Trustees meet quarterly and are responsible, with the CEO, for the strategic direction and policy of the Charity. The CEO has no voting rights. The CEO is responsible for the day to day provision of services and the implementation of policies agreed by the trustees.

Page 2

The Partially Sighted Society

Report of the Board of Trustees - Continued For the year ended 31st March 2025

Induction and training of new trustees

The Charity has produced a trustee guide for newly recruited trustees. This draws upon in-house information sources as well as various publications of the Charity Commission. A formal induction programme is available when new trustees are appointed.

Changes to the Board of Trustees

No changes during the year, the Board continues to consist of 5 trustees with no changes to the leadership positions.

The Partially Sighted Society are actively seeking appropriately qualified people with complementary skills sets to return the composition to a group of seven.

Wider network

The Charity takes advice from and uses services of other organisations to achieve and deliver its charitable objective and aims.

Related parties

The Charity continues to foster close working relationships with other charitable organisations working in the field of visual impairment.

Financial review

The trustees consider the Charity to be in a stable and healthy financial position and well placed to undertake activities in future years.

Reserves policy

It is the policy of the Charity that unrestricted funds which have not been designated for a specific use should be maintained at a level equivalent to between three and six month's expenditure. The Trustees consider that reserves at this level will ensure that that in the event of a significant funding drop, they will be able to continue the Charity's current activities while consideration is given to ways in which additional funds may be raised.

This level of reserves has been maintained throughout the year.

Investment policy and objectives

The Trustees annually consider the most appropriate policy for investing funds to meet the charity's requirements to generate income and capital growth.

Risk management

The Trustees have assessed the major risks to which the Charity is exposed and are satisfied that systems and protocols are in place to mitigate exposure to the major risks. The Trustees have conducted a review of the major risks to which the charity is exposed. A risk register has been established and is updated quarterly by the CEO. Procedures are in place to ensure compliance with health and safety of staff, volunteers and visitors to the Registered Office.

Page 3

The Partially Sighted Society

Report of the Board of Trustees - Continued For the year ended 31st March 2025

Activities

Following on from another successful and developmental year in 2024-25, the charity continued to grow in terms of services offered to beneficiaries, income across all streams including online sales and legacies and the new staff and those with extended hours have flourished.

The charity has in place effective systems and procedures to support strategic development and monitoring. This has helped to evaluate growth areas, identify new demands and effectively deploy resources. Feedback from beneficiaries in relation to our variety of services remains exclusively positive and exudes sincere gratitude as evidenced from volumes of written compliments. There have been no complaints.

The following are a selection of the year’s developments:

  1. The online 'build-a-book' system to support VI children’s school and home resources has been further promoted and seen considerable growth in orders. The print room has developed increasingly accurate systems and equipment to reduce waste and costs. Surplus or imperfect resources continue to be donated to our grateful partners in Africa.

  2. Investing in an extended hours contract with Gary Flack, as our resident low vision specialist optometrist, has seen significant rewards in terms of new developments, especially in affording more time to a greater range of beneficiaries, but especially in promoting new technological devices (see below) to support VI people. His expertise has now established a PSS training package for dispensing opticians that is receiving strong reviews as well as generating interest amongst professionals in the work of the charity. This is part of a strategy to upskill Opticians nationwide to better support people nationally with low vision. Gary is also supporting our communications officer with marketing and promotion.

  3. A new technological development has been our agreement to become a retail partner in the sales and training support for AI Meta Ray-Ban and Oakley smart glasses. These, whilst commercially available to all, have the potential to significantly enhance quality of life and accessibility for sight impaired and blind individuals. Shaun, our communications officer is seeing increasing uptake in the demand for training in the use of smart glasses and delivers this alongside training in making best use of accessibility features on personal mobiles, tablets and laptops.

  4. PSS podcasts are now an established programme available on all main media streams such as Spotify and YouTube and gaining in listener followers. They cover a range of visual impairment topics and conditions in an informal discussion style. Our communications officer, Shaun, has become a real expert as host and editor.

Page 4

The Partially Sighted Society

Report of the Board of Trustees - Continued For the year ended 31st March 2025

Activities (continued)

  1. All five trustees have been active in personal endeavours to support the charity this year. This has led to:

  2. improved links with Universities, and optometry businesses promoting PSS work and potential sponsorships

  3. supporting and promoting user groups

  4. analysing and monitoring investments

  5. checking, reviewing and editing policies

  6. proposing potential new developments

  7. establishing and supporting an independent UK NAAION group

  8. contributing to podcasts

  9. As forecast, our relatively new Mental Health and Well-being programme including Creative Well-being and Art Therapy, has seen considerable uptake. As word spreads, other organisations, including the NHS, are referring people to us. Our resident provider, Nickie, is having to carefully manage the demand to not exceed capacity and impact on the gold standard quality of provision. PSS has engaged two volunteers, supervised by Nickie, to enhance capacity, as well as a student placement from Sheffield Hallam University, a relationship we are hopeful will provide an employment route for future expansion of the service.

  10. The skills and development of our Administrator, Nichola, has enabled Anita, as CEO, to focus on more strategic matters and other staff to focus on core business roles. She has also established an onsite charity shop, including the supervision of two shop volunteers. Together, they have increased footfall and sales revenue over the year.

  11. Overall finances remain healthy. Despite a significant increase in employment costs as a consequence of an expansion of services and salary uplifts, we are still in excess of our reserves policy. As a result of passing an investment threshold, we were able to negotiate reduced fees with Brewin Dolphin, our investment company. The Board and Society leadership do not rest on a comfortable position and are constantly exploring new avenues to generate income aware of risks and changing economic circumstances. However, our development plan identifies areas of potential expansion in services to meet the growing and changing needs of the partially sighted community across the country.

  12. As an organisation we have begun to explore the benefits of AI to both support our beneficiaries, make the charity processes more efficient and reduce costs. This will be an area of continuing development into the future.

In summary we believe in a holistic approach to supporting an individual with any degree of vision impairment and we are proud to offer emotional, practical, clinical and social support.

On behalf of the Board of Trustees, I would like to thank our developing staff team on their dedication to the needs of the partially sighted community both locally, nationwide and internationally. Their complimentary skills and devoted professionalism is providing a ‘gold standard’ support to the visually impaired community. Their support to each other and commitment to their own professional development has generated a clear team ethic and shared values.

Page 5

The Partially Sighted Society

Report of the Board of Trustees - Continued For the year ended 31st March 2025

Statement of the responsibilities of the members of the Board of Trustees

Company law requires the directors of the company (who are also trustees) to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the statements, the company and of the surplus or deficit of the company for that period. In preparing those financial statements, the members are required to:

*Select suitable accounting policies and then apply them consistently;

The members of the Board of Trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the 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 company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Statement as to disclosure of information to Independent Examiners

So far as the Board of Trustees is aware, there is no relevant information (as defined by Section 418 of the Companies Act 2006) of which the Independent Examiner is unaware, and each director has taken all the steps that he/she ought to have taken as director to make himself/herself aware of any relevant information and to establish that the company's Independent Examiner is aware of that information.

I would like to take this opportunity to thank all staff for their continued professionalism and commitment ensuring continuity of service and support to those living or coming to terms with sight loss.

The Trustees report has been prepared having taken advantage of the small companies exemption in the Companies Act 2006.

The Trustees report was approved by the Board of Trustees.

…………………………………………………………………. K Binks - Chair of the Trustee Board

Dated:

Page 6

Independent Examiners Report to the Trustees of The Partially Sighted Society For the year ended 31st March 2025

We report on the accounts for the year ended 31 March 2025 set out on pages 8 to 16.

Retrospective responsibilities of trustees and examiner

The trustees (who are also the directors of the company for the purposes of company law) are responsible for the preparation of the accounts. The trustees consider that an audit is not required for this year under section 145(1) of the Charities Act 2011 and that an independent examination is needed.

Having satisfied myself that the charity is not subject to audit under company law and is eligible for independent examination, it is my responsibility to;

Basis of independent examiner's report

My examination was carried out in accordance with the general directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a 'true and fair view' and the report is limited to those matters set out in the statement below.

Independent examiner's statement

In connection with my examination, no matter has come to my attention:

(1) which gives me reasonable cause to believe that in any material respects the requirements to keep accounting records in accordance with section 386 of the Companies Act 2006; and to prepare accounts which accord with accounting records, comply with the accounting requirements of section 386 of the Companies Act 2006 and with the method and principles of the Statement of Recommended Practice: Accounting and Reporting by Charities

have not been met; or

(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached

Jon Lister FCCA

Enterprise Accountancy Services Limited

Dated:

8 Castlegate Tickhill Doncaster South Yorkshire DN11 9QU

Page 7

The Partially Sighted Society

Statement of Financial Activities (including Income & Expenditure Account) For the year ended 31st March 2025

Notes
Incoming Resources from the
generated funds
Voluntary Income
Donations & legacies
2
Incoming Resources from
Charitable Activities
Charitable Activities
3
Investment Income
Investments
4
TOTAL INCOMING RESOURCES
RESOURCES EXPENDED
Charitable expenditure:
Charitable activities
5
Fundraising costs
6
Net gains/(losses) on investments
7
TOTAL RESOURCES EXPENDED
NET INCOMING/(OUTGOING)
RESOURCES FOR THE YEAR
Transfer
Funds at 1 April 2024
Funds at 31 March 2025
12
Unrestricted
Restricted
Total
Funds
Funds
Funds
2025
2025
2025
£
£
£
194,583
4,900
199,483
205,021
-
205,021
5,585
-
5,585
405,189
4,900
410,089
442,242
4,900
447,142
14,732
-
14,732
47,388
-
47,388
409,586
4,900
414,486
4,397)
(
-
4,397)
(
-
-
-
1,657,301
-
1,657,301
1,652,904
-
1,652,904
Total
Funds
2024
£
52,756
184,613
25,511
262,880
396,183
6,382
51,537
351,028
88,148)
(
-
1,745,449
1,657,301

Page 8

The Partially Sighted Society Balance Sheet as at 31st March 2025 Registered Company Number: 00917003 (England & Wales)

Note
FIXED ASSETS
Intangible assets
8
Tangible assets
8
Investments
8
CURRENT ASSETS
Stocks
9
Debtors
10
Cash at bank & in hand
CURRENT LIABILITIES
Creditors due within one year
11
NET CURRENT ASSETS
Creditors: falling due after more than
one year
TOTAL ASSETS LESS CURRENT
LIABILITIES
FUNDS
Unrestricted funds
13
Designated fiunds
13
Restricted funds
13
TOTAL FUNDS
£
£
4,206
585,237
960,570
1,550,013
26,988
36,643
69,726
133,357
30,466)
(
102,891
-
1,652,904
1,652,904
-
-
1,652,904
2025
£
£
5,609
613,153
784,185
1,402,947
33,883
28,028
222,425
284,336
29,982)
(
254,354
155)
(
1,657,301
1,657,301
-
-
1,657,301
2024

These financial statements have been prepared in accordance with the special provisions for small companies under Part 15 of the Companies Act 2006.

The company is entitled to exemption from the audit requirement contained within section 477 of the Companies Act 2006, for the year ended 31 March 2025. No member of the company has deposited a notice pursuant to section 476, requiring an audit of these accounts.

These financial statements were approved by the trustees on

The directors have acknowledged their responsibilities for preparing account which give a true and fair view of the Company and of the profit/loss (which ever is applicable for the year then ended in accordance with the requirements of the Companies Act 2006 and which otherwise comply with the requirements of this Act relating to accounts, so far as applicable to the Company.

The directors have acknowledged their responsibilities for ensuring that the Company keeps accounting records which comply with the Companies Act 2006.

K. Binks - Chair of the Trustee Board

Date:

Page 9

The Partially Sighted Society

Notes to the Financial Statements

For the year ended 31st March 2025

1 ACCOUNTING POLICIES

Basis of accounting

The principal accounting policies which are adopted consistently in the preparation of the financial statements are set out below.

a) Accounting convention and charitable status

The accounts have been prepared under the historical cost convention and are in accordance with SORP FRS102 and applicable Accounting Standards and include the results of the company's operations described in the report of the board of management and all of which are continuing. The Company is a Registered Charity, No. 254052. Exemption has been taken from preparing a cash flow statement as the company qualifies as a small company.

b) Incoming resources: Revenue grants

Revenue grants are recognised in the statement of financial activities in the year in which they are received. Grants received in respect of funding the Arts and Mind Development post and the Project Manager post are recognised in the year to the extent that salary and fees have been paid.

C) Unrestricted funds and Support costs

Unrestricted funds are grants, donations, and other income received or generated for the charity's main activities. Unrestricted funds are designated at the discretion of the board of management. Support costs relating to the administration of the charity have been allocated to unrestricted funds. Those relating to artistic project delivery have been allocated to restricted funds.

D) Tangible Fixed Assets

Depreciation is provided at the following annual rate in order to write off each asset over its estimated useful life:

Freehold land & buildings 2% Straight line basis Plant & equipment 25% Reducing balance basis Computer equipment 20% Reducing balance basis

E) Intangible Fixed Assets

Intangible fixed assets are recognised at cost and are subsequently measured at cost less accumulated amortisation and impairment losses.

Intangible assets comprise of costs incurred in the development of an e-commerce website. The asset is amortised over its expected useful economic life of six years.

F) Fixed Asset Investments

Fixed asset investments are measured at cost (including transaction costs) and are subsequently measured at fair value at each reporting date. Changes in the fair value are reported in the SOFA.

Page 10

The Partially Sighted Society

Notes to the Financial Statements - continued For the year ended 31st March 2025

2 DONATIONS & LEGACIES
Donations and gifts
Legacies receivable
Grants
3 CHARITABLE ACTIVITIES
Sales within charitable activities
Training
Charitable rental income
Employment allowance
4 INVESTMENTS
Income from listed investments
Interest receivable
Unrestricted
Restricted
Total
Total
Funds
Funds
2025
2024
£
£
£
£
29,372
-
29,372
30,110
163,210
-
163,210
22,491
2,000
4,900
6,900
155
194,583
4,900
199,483
52,756
Unrestricted
Restricted
2025
2024
Funds
Funds
£
£
£
£
202,593
-
202,593
178,075
1,828
1,828
788
600
-
600
750
-
-
-
5,000
205,021
-
205,021
184,613
Unrestricted
Restricted
Funds
Funds
2025
2024
£
£
£
£
-
-
-
18,281
5,585
-
5,585
7,230
5,585
-
5,585
25,511

Page 11

The Partially Sighted Society

Notes to the Financial Statements - continued For the year ended 31st March 2025

5 CHARITABLE EXPENDITURE
Staff costs
Depreciation, amortisation and impairment
Provision of low vision aids
Provision of information, advice & low vision
services
Equipment hire & maintenance
Stock movement
Support costs:
Equipment hire & maintenance
Property expenses
Telephone & postage
IT costs
Sundries
Bank charges
Administration costs:
Staff costs
Staff training & CPD
Accountancy
Legal & professional
Insurance
Travel & meeting expenses
Other governance costs
General
Restricted
Total
Total
Funds
Funds
2025
2024
£
£
£
£
204,746
-
204,746
170,789
29,805
-
29,805
30,945
65,498
-
65,498
51,913
4,620
-
4,620
1,182
12,979
-
12,979
18,416
6,895
-
6,895
1,139)
(
2,518
-
2,518
3,082
14,402
4,900
19,302
19,872
2,417
-
2,417
2,594
30,353
-
30,353
31,097
2,174
-
2,174
1,370
3,234
-
3,234
3,601
41,571
-
41,571
33,981
1,200
1,200
-
927
-
927
3,673
14,194
-
14,194
21,890
2,932
-
2,932
1,763
1,361
-
1,361
749
415
-
415
405
442,242
4,900
447,142
396,183

Adminstration costs include payments to the Independent Examiner of £1,500 (2024: £1,500).

None of the Trustees (or other such connected with them) received any remuneration during the year. A total of £Nil (2023: £Nil) was reimbursed for travelling expenses.

6 RAISING FUNDS
Fundraising and publicity
Advertising
Investment fund management fees
Other fundraising costs
General
Restricted
Total
Total
Funds
Funds
2025
2024
£
£
£
£
3,806
-
3,806
3,381
9,003
-
9,003
-
1,923
-
1,923
3,001
14,732
-
14,732
6,382

Page 12

The Partially Sighted Society

Notes to the Financial Statements - continued For the year ended 31st March 2025

Employees
The average monthly number of employees during the year was:
Employment costs
Wages & salaries
Social Security costs
Pension costs
2025
2024
Number
Number
7
5
£
£
176,738
176,738
17,277
17,277
3,447
3,447
197,462
197,462

The total amount paid to key management personnel totals £45,737 (2024: £45,737).

No employees received emoluments in excess of £60,000.

7 NET GAINS/(LOSSES) ON INVESTMENTS
Revaluation of investments
8 TANGIBLE FIXED ASSETS
2025
2024
£
£
47,388
51,537
COST
At 1st April 2024
Additions
At 31st March 2025
DEPRECIATION
At 1st April 2024
Charge for year
At 31st March 2025
NET BOOK VALUE
At 31st March 2025
At 31st March 2024
Freehold
land &
Plant &
Computer
Total
buildings
equipment
equipment
£
£
£
1,022,769
731,553
228,529
62,687
486
-
486
-
1,023,255
731,553
229,015
62,687
409,616
187,602
159,327
62,687
28,401
11,101
17,300
-
438,017
198,703
176,627
62,687
585,237
532,850
52,387
-
585,237
543,951
69,202
-

Page 13

The Partially Sighted Society

Notes to the Financial Statements - continued For the year ended 31st March 2025

8 INTANGIBLE FIXED ASSETS
COST
At 1st April 2024
Additions
At 31st March 2025
AMORTISATION
At 1st April 2024
Charge for year
At 31st March 2025
NET BOOK VALUE
At 31st March 2025
At 31st March 2024
8 FIXED ASSET INVESTMENTS
COST OR VALUATION
At 1st April 2024
Additions/(disposals)
Valuation changes
Portfolio management fees
At 31st March 2025
Investments at fair value comprise:
Cash or cash equivalents
Listed investments
Software
£
8,415
8,415
2,806
1,403
4,209
4,206
5,609
Listed
Investments
£
784,185
138,000
47,388
9,003)
(
960,570
2025
2024
£
£
11,935
12,331
948,635
771,854
960,570
784,185

Listed investments are included at the current market value quoted by an independent valuer at the balance sheet date. The historic cost of the investments at the balance sheet date is £841,200 (2024: £703,200).

Page 14

The Partially Sighted Society

Notes to the Financial Statements - continued For the year ended 31st March 2025

9
10
11
STOCKS
Finished goods and goods for resale
DEBTORS
Trade debtors
Prepayments & accrued income
CREDITORS
Falling due < 1 year
Trade creditors
Accrued expenses
Other taxation and social security
Government grants
Falling due > 1 year
Government grants
2025
2024
£
£
26,988
33,883
2025
2024
£
£
32,982
22,477
3,660
5,551
36,643
28,028
2025
2024
£
£
18,446
20,275
2,620
2,350
9,245
7,202
155
155
30,466
29,982
-
155

12 RETIREMENT BENEFIT SCHEMES

Defined contribution schemes

The Charity operates a defined contribution pension scheme for all qualifying employees. The assets of the scheme are held separately from those of the Charity in an independently administered fund. The Charity contributes a specified percentage of payroll costs to the

retirement benefit scheme to fund the benefits. The obligation of the charity with respect to the scheme is to make the specified contributions.

The amount recognised as an expenses in respect of defined contribution schemes was £3,057 (2024: £3,447).

Page 15

The Partially Sighted Society

Notes to the Financial Statements - continued For the year ended 31st March 2025

13 MOVEMENT IN FUNDS
General funds
Designated funds
Property fund
Redundancy fund
Total unrestricted funds
Doncaster MBC
Total restricted funds
Total funds
At
Incoming
Outgoing
At
01.04.2024
Resources Resources Transfers
31.03.2025
1,657,301
405,189
409,586
-
1,652,904
-
-
-
-
-
-
-
-
1,657,301
405,189
409,586
-
1,652,904
-
4,900
4,900
-
-
4,900
4,900
-
-
1,657,301
410,089
414,486
-
1,652,904

Page 16