2020-12-31-accounts

Trustees’ Annual Report for the period

From: 01.01.2020 Period start date To: 31.12.2020 Period end date

Charity name: Society for the Social History of Medicine

Charity registration number: 278414

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17		The objects of the Society set out in its Constitution are to advance the education of the public in the social history of medicine and in pursuance of that purpose to promote research and disseminate the results.
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19		The charity’s main activities in furtherance of its objects are the editing and production of a journal, Social History of Medicine https://academic.oup.com/shm which includes research articles and book reviews. Also, the production of a series of scholarly books,Social Histories of Medicine https://manchesteruniversitypress.co.uk/series/social- histories-of-medicine/ . The Society maintains an international membership, holds a biennial conference and sponsors selected other relevant scholarly conferences. The Society also represents the subject in relevant policy-making bodies. Publication in our outlets and attendance at conferences is open to non-members. Membership for students and the unwaged is subsidized with the added benefit of reduced conference charges. Support is also offered through bursaries for students and early career members to attend relevant conferences. With its activities the Society aims to foster understanding for and raise the profile of the social history of medicine both in the UK and internationally. This includes lobbying activities relevant to members, and more broadly, history of medicine as a discipline, and responding to issues in relation to the strategies of relevant funding bodies such as the Arts and Humanities Research Council, the Economic and Social Research Council or the Wellcome Trust. Funds raised from sales of the journal and other relevant publications enable the trustees to fund its commitments and maintain a financial reserve.
Statement confirming whether the trustees	Para 1.18		The trustees of the charity have paid due regard to the guidance published by the Charity Commission

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have had regard to on public benefit. All trustees of the Society are the guidance issued volunteers. They are supported by paid, part-time by the Charity administrative support which was put in place in April Commission on 2018. public benefit

Additional information (optional)

You may choose to include further statements where relevant about:

SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other

Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	In 2020 the charity endeavoured to continue its usual activities; however, many planned activities were impacted by the Covid-19 pandemic. The Society’s bi- annual conference (and 50thAnniversary commemoration) was cancelled and the Society’s conference grants were affected as many other conferences were either cancelled or postponed. Membership OUP Reports indicate that there were 292 members at the end of 2020, which is slightly down on the previous year (315 members in 2019). Individual memberships form the largest part of the membership at 55% (56% in 2019), with student/reduced membership at 42% (43% in 2019). Memberships from developing countries form 3% of the total membership. The membership rates were: Student/Reduced: £25.00, $50.00, €38.00.

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Regular: £47.00, $95.00, €71.00. We have two members who do not subscribe via OUP and their payments are recorded in the accounts. Publications The Society’s journal Social History of Medicine has seen a similar number of submissions with 196 in 2020 (190 in 2019), despite the impact of Covid-19. The Society published 4 issues of the journal in 2020 with a total of 56 articles and 58 book reviews. A greater number of articles were published in comparison to 2019 (36 articles) due to a higher page budget. The book series with Manchester University Press, Social Histories of Medicine continues to prosper with a total of 22 books and 4 in press. This year’s publications were: Melissa Dickson, Emilie Taylor-Brown, and Sally Shuttleworth (eds.) Progress and pathology. Medicine and culture in the nineteenth century . January 2020. Mark Jackson and Martin D. Moore (eds.) Balancing the self: Medicine, politics and the regulation of health in the twentieth century . March 2020. Jean-Paul Gaudillière, Claire Beaudevin, Christoph Gradmann, Anne M. Lovell, and Laurent Pordié (eds.) Global health and the new world order: Historical and anthropological approaches to a changing regime of governance . October 2020. Caroline Rusterholz, Women's medicine. Sex, family planning and British female doctors in transnational perspective, 1920– 70 . December 2020. Four issues of the Society’s Gazette were produced. January’s issue was printed and distributed by post as usual. As a result of the Covid-19 pandemic the April, July and November issues were digital issues distributed via email and made available on the Society website. At the last AGM it was decided that the Gazette should continue to be produced in digital format in 2021. The British Library were informed that the Society will no longer be depositing print copies. Conferences/Workshops The Society invites applications for conference funding three times a year.

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SSHM grants totalling £1623 were awarded in 2020 to support the following conferences/workshops: Embodied Salvation: Medicine, Science over Religion in the Middle Ages, (was planned for June 2020 – possibly rescheduled for July 2021). Sexual Violence in Modern European History, Birbeck College, London (was planned for November 2020). The Covid-19 pandemic meant that some of the conferences did not take place but the Society intends to honour the awards if the conferences are re-scheduled. The number of applications was considerably lower than previous years due to pandemic restrictions. Student and early career travel bursaries In 2020 the Society granted a total of £4622 in travel bursaries to students and scholars with no other means of support to attend conferences. Only £162 was claimed as the conferences applicable to the other grants could not be held due to Covid-19 restrictions. The Society will honour the awards for re-scheduled conferences. Postgraduate Support and Training In response to the Covid-19 pandemic, the Society awarded a small number of Emergency Bursaries for PhD students and early career researchers who may have been impacted by the pandemic. A total of £735 was awarded in 2020. Prize winners The Society awards an annual prize, the Roy Porter Essay Prize worth £500, for the best original unpublished essay in the social history of medicine. The 2019 Roy Porter Essay Prize winner, as announced at the Society’s AGM in 2020, was Elizabeth Evens (UCL) for ‘Playboy Yearbooks and the backlash to women’s increased presence in the U.S. medical schools. A further three entrants also received recognition. There were a total of thirteen entrants. The winner of the 2020 Roy Porter Essay Prize will be announced at the AGM in June 2021.

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Web and Social Media The website continues to have international reach, particularly to North America. Most visitors to the website engaged with the whole site rather than just the ‘home’ page. The most visited pages have been ‘Prizes’ and the ‘Journal’. The viewing statistics for 2020 (28,231 views from 12,708 visitors) show an increase in the number of visitors to the website comparable to 2019 figures (28,472 views and 11,708). Social media has continued to grow with Twitter followers at 5814 followers (up from 5002). Facebook, 3,100 followers (up from 2830).

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41
Performance of fundraising activities against objectives set	Para 1.41
Investment performance against objectives	Para 1.41
Other

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Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	The charity's assets increased during 2020, amounting to £108,565 in cash reserves at the end of the period.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The Society needs reserves to cover cash flow requirements and potential gaps in income, as well as to fund future changes in the running of the journal. Some reserves are held in a savings account. The trustees recognise that the current level of reserves are higher than they need to be and are exploring ways of utilising excess reserves.
Amount of reserves held	Para 1.22	£101,582
Reasons for holding zero reserves	Para 1.22
Details of fund materially in deficit	Para 1.24
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	The trustees have reviewed major risks. Procedures are in place to manage these risks. Income flow has been fairly steady over recent years, and as the Society does not have employees, risks are limited. Issues arising are discussed during Executive Committee meetings. The Committee meets three times per year.

Additional information (optional) You may choose to include further statements where relevant about:

The charity’s principal sources of funds (including any fundraising)	Para 1.47	The charity is almost wholly reliant on the income generated by its journal and other publications. As detailed above, we re- invest much of this into promoting the subject are through support for conferences and individual researchers.
Investment policy and objectives including any social investment policy adopted	Para 1.46
A description of the principal risks facing the charity	Para 1.46
Other		The charity was subject to a fraudulent transaction of £1200 during the year. This was reported to Action Fraud and a full review of financial procedures were

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conducted and new checking procedures implemented. The charity’s bank did reimburse 50% of the payment made so the total amount lost through fraud was £600.

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	The charity was formed by a written Constitution, which was last updated in 2012 and is available on the SSHM website https://sshm.org/portfolio/the-society/
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	The charity is governed by its trustees, the elected members of the Executive Committee (EC), which meets at least three times a year.
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	The Chairperson and other officers are elected by the EC from their members. EC members must be members of the Society and are elected by the membership and serve a term of three years. The Officers of the Society are the Chair, Secretary and Treasurer and tenure of office is three years in each instance. Office holders may, at the end of their term of office, complete their term of EC membership. Office holders may also complete their tenure of office even if their elected period of membership of the Executive Committee has expired. Candidates for EC must be proposed and seconded by other members of the Society. The journal and book series editors are_ex_ _officio_members of the EC (without voting rights) and are not trustees of the charity.

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction and training of trustees	Para 1.51	New Executive Committee members are directed to Charity Commission’s guide, The Essential Trustee (CC3) which explains the main legal responsibilities trustees have. Also, to the National Council for Voluntary Organisations (NCVO) as a suggested resource to find out more about becoming a charity trustee.
The charity’s organisational structure and any wider	Para 1.51

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network with which the charity works Relationship with any Para 1.51 related parties Other

Reference and Administrative details

Charity name	Society for the Social History of Medicine
Other name the charity uses
Registered charity number	278414
Charity’s principal address	B45 Humanities, Dept of History University of Nottingham Nottingham NG7 2RD

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Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	Dr Rosemary Cresswell	Chair
	Dr Victoria Bates	Secretary
	Dr Anna Greenwood	Treasurer
	Dr Anne Hanley	EC Member
	Dr Laura Kelly	EC Member
	Dr Cara Dobbing	EC Member
	Dr Rebecca Wynter	EC Member
	Dr Clare Hickman	EC Member
	Dr Richard McKay	EC Member
	Sr Stephen Mawdsley	EC Member
	Sr Samiksha Sehrawat	EC Member
	Dr Lisa Smith	EC Member
	Dr Vanessa Heggie	EC Member	Elected 1 Sept 2020
	Dr Claire Jones	EC Member	Re-elected 1 Sept 2020

– Corporate trustees names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

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Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of	Name	Address
adviser
Financial	Paul Cowham, MA,	Green Fish Resource Centre, 46-50 Oldham Street,
	FCA, DChA	Manchester MS 1LE

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Statement of trustees' responsibilities

The trustees are responsible for preparing the annual report and the financial statements in accordance with applicable law and United Kingdom Generally Accepted Accounting Practice.

Law applicable to charities in England and Wales requires the trustees to prepare financial statements for each financial period which give a true and fair view of the state of affairs of the charity and of its incoming resources and application of resources of the period. In preparing financial statements giving a true and fair view the trustees should follow best practice and:

• select suitable accounting policies and then apply them consistently;

• make judgments and estimates that are reasonable and prudent;

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

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• prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in operation.

The trustees are responsible for keeping accounting records that disclose with reasonable accuracy the financial position of the charity and enable them to ensure that the financial statements comply with applicable law and the Constitution. They are responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Anna Greenwood Full name(s) Rosemary Cresswell Position (eg Secretary, Chair Treasurer Chair, etc) Date 24 June 2021

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INDEPENDENT EXAMINER’S REPORT

TO THE TRUSTEES AND MEMBERS OF THE SOCIETY FOR THE SOCIAL HISTORY OF MEDICINE

I report on the accounts for the charity for the year ended 31st December 2020 which are set out on pages 13 to 14 and have been prepared using the receipts and payments method.

Respective responsibilities of trustees and examiner

The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.

It is my responsibility to:

• examine the accounts under section 145 of the 2011 Act;

• to follow the procedure laid down in the general Directions given by the Charity Commission under section 145 (5)(b) of the 2011 Act; and

• to state whether particular matters have come to my attention.

Basis of independent examiner's report

My examination was carried out in accordance with 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 the course of my examination, no matter has come to my attention:

(1) which gives me reasonable cause to believe that in any material respect the requirements:

• to keep accounting records in accordance with section 130 of the 2011 Act; and

• to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act

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.

Paul Cowham FCA DChA Green Fish Resource Centre 46 - 50 Oldham St Manchester M4 1LE 26 September 2019

07 / 02 / 2021

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THE SOCIETY FOR THE SOCIAL HISTORY OF MEDICINE Receipts and Payments Accounts FOR THE YEAR ENDED 31 DECEMBER 2020

	2020	2019
	Total	Total
Receipts
Income from charitable activities
Royalties OUP	25,471	27,073
Royalties Book Series	1,866	1,734
Editorial Retainer	7,536	7,459
Membership Fees	14	14
Conference income	0	0
Donations	254	0
Gift Aid on Donations	0	0
		36,280
Investment income
Interest	67	132
Total Receipts	35,208	36,412
Payments
Administration-Exec Secretary	4,166	5,000
Honoraria_SHM_Co-Editors	4,800	4,800
Editorial Assistants'Fees	165	840
Editorial Office Expenses (postage etc)	1,172	0
Editorial Board Meeting Expenses	0	255
Book Series Editorial Expenses**	0	2,264
Executive Cttee Meeting Expenses	1,065	1,997
Website & Dropbox	291	109
Gazette, flyers, publicity	1,158	1,324
	12,817	16,589
Conference Grants	1,917	4,411
Bursaries	1,451	5,044
Essay Prize	1,000	500
	4,368	9,955
Independent Examination	550	550
Bank Charges	123	212
Miscellaneous	600
	1,273	762
Total Payments	18,458	27,306
Net of receipts/(payments)	16,750	9,106
Bank+cash brought forward	91,815	82,709
Cash surplus/(deficit) in the year	16,750	9,106
Bank+cash carried forward	108,565	91,815

Please note: all funds are unrestricted funds. **2 years paid in 2019 due to late claim, no claim made in 2020.

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THE SOCIETY FOR THE SOCIAL HISTORY OF MEDICINE

STATEMENT OF ASSETS AND LIABILITIES AT THE END OF THE PERIOD

	2020	2019
	£	£
Fixed assets
Tangible assets	0	0
	0	0
Cash assets
Bank deposit account	66,434	66,366
Bank current account	42,131	25,449
	108,565	91,815
Net cash assets	108,565	91,815
Net assets	108,565	91,815
Liabilities	6,983	1,580
Total assets at the end of the period	101,582	90,235

Please note: all funds are unrestricted funds.

The charity's assets increased during 2020, bursaries (down by 71% in 2020, went down) and conference grants (down by 56% in 2020) were not as in demand as in previous years due to Covid-19. In total the Society had £108,564 in cash reserves at the end of the period.

The Society needs reserves to cover cash flow requirements and potential gaps in income, as well as to fund future changes in the running of the journal. Reserves are held in a savings account. The trustees judge the current level of reserves to be adequate.

The trustees have reviewed major risks. Procedures are in place to manage these risks. Income flow has been fairly steady over recent years, and as the Society does not have employees, risks are limited. Issues arising are discussed during Executive Committee meetings. The Committee meets three times per year.

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Audit Trail

Title SSHM 2020 accounts to sign File Name Final SSHM accounts 2020.pdf Document ID b6a01ce06c8a252c9b046e78a75e1ec89eba5ef4 Audit Trail Date Format MM / DD / YYYY Status Completed

06 / 28 / 2021 Sent for signature to Dr Rosemary Creswell 15:13:25 UTC ([e-mail]), Dr Anna Greenwood ([e-mail]) and Paul Cowham ([e-mail]) from [e-mail] IP: 92.20.53.141 06 / 28 / 2021 Viewed by Dr Anna Greenwood 15:15:59 UTC ([e-mail]) IP: 5.81.42.89 06 / 28 / 2021 Signed by Dr Anna Greenwood 15:16:19 UTC ([e-mail]) IP: 5.81.42.89 06 / 28 / 2021 Viewed by Dr Rosemary Creswell 16:25:10 UTC ([e-mail]) IP: 90.203.67.203

Audit Trail

Title SSHM 2020 accounts to sign File Name Final SSHM accounts 2020.pdf Document ID b6a01ce06c8a252c9b046e78a75e1ec89eba5ef4 Audit Trail Date Format MM / DD / YYYY Status Completed

06 / 28 / 2021 Signed by Dr Rosemary Creswell 16:26:06 UTC ([e-mail]) IP: 90.203.67.203 07 / 02 / 2021 Viewed by Paul Cowham ([e-mail]) 12:57:31 UTC IP: 92.20.53.141 07 / 02 / 2021 Signed by Paul Cowham ([e-mail]) 12:57:45 UTC IP: 92.20.53.141 07 / 02 / 2021 The document has been completed. 12:57:45 UTC