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2025-06-30-accounts

Charity registration number: 272412

Pancreatic Society of Great Britain and Ireland

Annual Report and Financial Statements for the Year Ended 30 June 2025

Winchester Bourne Limited Sullivan Court, Wessex Park, Colden Common, Winchester Hampshire SO21 1WP

Pancreatic Society of Great Britain and Ireland

Contents

Reference and Administrative Details 3
Trustees' Report 4 to 5
Statement of Trustees' Responsibilities 6
Independent Examiner’s Report 7
Statement of Financial Activities 8
Balance Sheet 9
Notes to the Financial Statements 10 to 13

Page 2 of 13

Pancreatic Society of Great Britain and Ireland

Reference and Administrative Details

Trustees C. Halloran, Honorary Treasurer J. Leeds, Honorary Secretary Room 359 William Henry Duncan Building 6 West Derby Street Liverpool, Merseyside L7 8TX Charity Registration Number 272412 Independent Examiner Winchester Bourne Limited Sullivan Court, Wessex Park, Colden Common, Winchester Hampshire SO21 1WP

Page 3 of 13

Pancreatic Society of Great Britain and Ireland

Trustees' Report

The trustees present the annual report together with the financial statements of the charity for the year ended 30 June 2025

.

Objectives and activities

Objects and aims

The society is an alliance of professionals advancing the understanding and management of pancreatic conditions, for the benefit of patients.

Significant activities

The Society has provided two research funding awards during this financial year, one to Shantata Kudchadkar (Total Grant £10,000) to support a study “Novel monitoring of oxidative stress for early detection of deterioration in patients with acute pancreatitis. (OXIPANC study)”; the other to Lynne McCallum (£2500), for a career development workshop (the latter not invoiced as yet). The pancreatic society will hear updates from researchers at their annual meeting in Harrogate in November 2026. In addition, the society awarded the Lord Smith medal, with a £500 prize to Ms Bharti Kewlani (not invoiced as yet).

Public benefit

A Society for Specialists in Pancreatic Disease; to promote and encourage, for the benefit of the public, the study of and research into diseases of the pancreas and to disseminate knowledge and hold discussions on the results of such study and research.

The trustees confirm that they have complied with the requirements of section 17 of the Charities Act 2011 to have due regard to the public benefit guidance published by the Charity Commission for England and Wales.

Financial review

The financial position of the charity at the year-end is disclosed on page 8 of the financial statements.

Policy on reserves

The trustees have implemented a policy that reserves are not to fall below £20,000.

Page 4 of 13

Pancreatic Society of Great Britain and Ireland

Trustees' Report

Structure, governance and management

Nature of governing document

The charity is governed by the rules of the constitution of the Pancreatic Society of Great Britain and Ireland.

Induction and training of trustees

All trustees are to be familiar with the Charity Commission guidelines.

The annual report was approved by the trustees of the charity on 31 January 2026 and signed on its behalf by:

......................................... C. Halloran Trustee

Page 5 of 13

Pancreatic Society of Great Britain and Ireland

Statement of Trustees' Responsibilities

The trustees are responsible for preparing the trustees' report and the financial statements in accordance with the United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice) and applicable law and regulations.

The law applicable to charities requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources of the charity for that period. In preparing these financial statements, the trustees are required to:

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

• 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 enable them to ensure that the financial statements comply with the Charities Act 2011, the applicable Charities (Accounts and Reports) Regulations, and the provisions of the constitution. The trustees are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Approved by the trustees of the charity on 31 January 2026 and signed on its behalf by:

......................................... C. Halloran Trustee

Page 6 of 13

Pancreatic Society of Great Britain and Ireland

Independent Examiner's Report to the trustees of Pancreatic Society of Great Britain and Ireland

I report to the charity trustees on my examination of the accounts of the charity for the year ended 30 June 2025 which are set out on pages 8 to 13.

Respective responsibilities of trustees and examiner

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 Pancreatic Society of Great Britain and Ireland'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 giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Pancreatic Society of Great Britain and Ireland as required by section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the accounting requirements 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.

................................................. Vikkie Cheng FCCA On behalf of Winchester Bourne Limited Sullivan Court, Wessex Park, Colden Common, Winchester Hampshire SO21 1WP

Date: 17-12-2025

Page 7 of 13

Pancreatic Society of Great Britain and Ireland

Statement of Financial Activities for the Year Ended 30 June 2025

Year 2025
Note
Income and Endowments from:
Donations and sponsorships
2
Other income
3
Investment income
4
Total Income
Expenditure on:
Charitable activities
5, 6
Total expenditure
Net movement in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward
9
Year 2024
Note
Income and Endowments from:
Donations and sponsorships
2
Other income
3
Investment income
4
Total Income
Expenditure on:
Charitable activities
5, 6
Total expenditure
Net movement in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward
9
Unrestricted
funds
Total 2025
£
£
76,897
76,897
2,070
2,070
2,678
2,678
81,645
81,645
61,175
61,175
61,175
61,175
20,470
20,470
250,017
250,017
270,487
270,487
Unrestricted
funds
Total
2024
£
£
108,417
108,417
2,220
2,220
2,694
2,694
113,331
113,331
90,133
90,133
90,133
90,133
23,198
23,198
226,819
226,819
250,017
250,017

All of the charity's activities derive from continuing operations during the above two periods.

Page 8 of 13

Pancreatic Society of Great Britain and Ireland

(Registration number: 272412) Balance Sheet as at 30 June 2025

Current assets
Note
Cash at bank and in hand
Liabilities
Accrued Accountancy Fee
Total Assets
Funds of the charity:
Unrestricted income funds
Unrestricted funds
9
Total funds
2025
£
2024
£
273,187
252,717
2,700
2,700
270,487
250,017
270,487
250,017
270,487
250,017

The financial statements on pages 8 to 13 were approved by the trustees, and authorised for issue on 31 January 2026 and signed on their behalf by:

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.........................................
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C. Halloran Trustee

Page 9 of 13

Pancreatic Society of Great Britain and Ireland

Notes to the Financial Statements for the Year Ended 30 June 2025

1 Accounting policies

Statement of compliance

The financial statements have been prepared in accordance with 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 2015) - (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Charities Act 2011.

Basis of preparation

Pancreatic Society of Great Britain and Ireland meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy notes.

Exemption from preparing a cash flow statement

The charity opted to adopt Bulletin 1 published on 2 February 2016 and have therefore not included a cash flow statement in these financial statements.

Going concern

The trustees consider that there are no material uncertainties about the charity's ability to continue as a going concern.

Income

Voluntary income including subscriptions, donations, sponsorships, gifts, legacies and grants that provides core funding or is of a general nature is recognised when the charity has entitlement to the income, it is probable that the income will be received, and the amount can be measured with sufficient reliability.

Expenditure

All expenditure is recognised once there is a legal or constructive obligation to that expenditure, it is probable that settlement is required, and the amount can be measured reliably. All costs are allocated to the applicable expenditure heading those aggregate similar costs to that category.

Charitable activities

Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and services for its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.

Governance costs

These include the costs attributable to the charity’s compliance with constitutional and statutory requirements, including strategic management, trustees' meetings and reimbursed expenses.

Page 10 of 13

Pancreatic Society of Great Britain and Ireland

Notes to the Financial Statements for the Year Ended 30 June 2025

Taxation

The charity is considered to pass the tests set out in Paragraph 1 Schedule 6 of the Finance Act 2010 and therefore it meets the definition of a charitable company for UK corporation tax purposes. Accordingly, the charity is potentially exempt from taxation in respect of income or capital gains received within categories covered by Chapter 3 Part 11 of the Corporation Tax Act 2010 or Section 256 of the Taxation of Chargeable Gains Act 1992, to the extent that such income or gains are applied exclusively to charitable purposes.

Cash and cash equivalents

Cash and cash equivalents comprise cash on hand and call deposits, and other short-term highly liquid investments that are readily convertible to a known amount of cash and are subject to an insignificant risk of change in value.

Fund structure

Unrestricted income funds are general funds that are available for use at the trustees' discretion in furtherance of the objectives of the charity.

2 Income from donations and sponsorships
Unrestricted
funds
General Total
2025
£
Total
2024
£
Donations and sponsorships 76,897 76,897 108,417
3 Other income Unrestricted
funds
General Total
2025
£
Total
2024
£
Membership subscriptions 2,070 2,070 2,220
4 Investment Income Unrestricted
funds
General Total
2025
£
Total
2024
£
Interest received and similar income;
Interest received on bank deposits 2,678 2,678 2,694

Page 11 of 13

Pancreatic Society of Great Britain and Ireland

Notes to the Financial Statements for the Year Ended 30 June 2025

5 Expenditure on charitable activities

Unrestricted
funds
General
£
Total
2025
£
Total
2024
£
Grants and travel fellowship
36,989
36,989
65,631
Prize bursaries
12,957
12,957
13,162
Support costs
11,229
11,229
11,340
61,175
61,175
90,133

6 Analysis of governance and support costs

Unrestricted
funds
General
£
Total
2025
£
Total
2024
£
Independent examiner
Examination of the financial statements
2,714
2,714
2,712
Computer software and website
8,515
8,515
8,628
11,229
11,229
11,340

7 Trustees remuneration and expenses

No trustees, nor any persons connected with them, have received any remuneration from the charity during the year.

No trustees have received any reimbursed expenses or any other benefits from the charity during the year.

8 Taxation

The charity is a registered charity and is therefore exempt from taxation

Page 12 of 13

Pancreatic Society of Great Britain and Ireland

Notes to the Financial Statements for the Year Ended 30 June 2025

9 Funds
Unrestricted funds
General
General
Unrestricted funds
General
General
Balance at
1 July 2024
£
Incoming
Resources
£
Resources
Expended
£
Balance at
30 June 2025
£
250,017
81,645
(61,175)
270,487
Balance at
1 July 2023
£
Incoming
Resources
£
Resources
Expended
£
Balance at
30 June 2024
£
226,819
113,331
(90,133)
250,017

10 Analysis of net assets between funds

Unrestricted
funds
General Total funds
£ £
Current assets 270,487 270,487

Page 13 of 13