2023-03-31-annual-return

THE ULSTER MEDICAL SOCIETY TRUSTEES ANNUAL REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023 D. T. CARSON & Co CHARTERED ACCOUNTANTS 51- 53 THOMAS STREET BALLYMENA CO. ANTRIM BT43 6AZ TEL . [phone] FAX . [phone] Email . [e-mail] Challertd Arwurttartts

THE TER MEDICAL SOCIErY CONTENTS PAGE PAGE Trustees Annual Report 1&2 Independent Examiners Report Receipts and payments Statement of Assets and Liabilities

THEU MED socI TRusfEES ANNUAL REPORT FOR THE YEAR ENDED 31 MARCH 2023 The Trustees present their annual report and financial statements for the year ended 31 March 2023 Northern Ireland Charity Number: NIC 104845 CONTA D￿AIL Dr Geraldine Gallagher Ulster Medical Society Whitla Medical Building 97 Lisburn Road BELFAST BT9 7BL TRusfEE BOARD The Charity Trustees who served during the year or were trustees at the date of the report were: Prof Nigel Hart Dr Athinyaa Thiraviaraj Dr Michael Trimble Dr Geraldine Gallagher Dr Graeme Greenfield Dr Adam Metcalfe INDEPENDENT EXAMINE James Wallace D T Carson & Co 51-53 Thomas Street BALLYMENA BT43 6AZ GOVERNING DOCUMENT The Society is governed by its constitution. Page I

THE ULSTER MEDICAL SOCIEFf TRUSTEES ANNUAL REPORT FOR THE YEAR ENDED 31 MARCH 2023 The purpose of the Ulster Medical Soclety is to improve the care of the sick and to promote and advan￿ health and medical science by widening the education of medical students, doctors and allied health professionals, hen￿ promoting better patient outcomes. The Society is supported by membership fees only and does not seek other sources of income. Membership is open to medical students, quallfied medical doctors and allled health professionals. The fees for each individual reflect the level of training, and membership fees vary from no fee to a full annual membership fee of £75.00. The Society achieves the stated purpose of improving health care by l. Hosting a series of invited lectures throughout the academic year which reflett the health 'theme' as chosen by the sitting president. The lectures are held in hospital or Queen's University premises, and access is'hybrid,, either in person or online from home. CPD certificates (Continuing Professional Development) are issued to attendees. 2. The Society promotss research by collaborating with Queen's University and the N Ireland Medical & Dental Training Agency in delivering a trainee research dayi at which the Society sponsor prizes for the best oral and poster presentstion, thus recognising and rewarding research excellence. In addition, each formal lecture through the year has an initial opening session designated to allow trainees to present a Synopsis of ongoing research. This programme promotes the dissemination of knowledge and inspires innovation. 3. The Soclety publishes three issues of the Ulster Medlcal Journal per year, available in printed or digital format. The ISO 4 standard abbreviation of the Journal is 'Ulst. Med. J., The journal covers a spectrum of technologies/perspectives/categories related to medicine. All published articles are peer reviewed. The journal provides a portal for medical and other health care practitioners to publish local medical research. FINANCIAL REVIEW The receipts of the society during the year was £33,051 compared to £28,611 in the previous year. The payments for the year were £36,743 compared to £29,549 in the previous year. ATEMENT OF TRu￿EEs RE PONSIBILFfIE The trustees are responsible for preparing the annual report and the financial ststements of the Society in accordan￿ with applicable law and generally ac￿pted account prattice. As the Society's total income does not ex￿ed £250,000, the Trustees have elected under Section 64(3) of the Charities Act (Northern Ireland) 2018 to prepare a receipts and payment account and a statement of assets and liabilities. The Trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the Society's transactions and disclose with reasonable accuracy at any time its financial position. They are also responsible for safe guarding the assets of the society and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. Approved and signed on behalf of the trustees by: Name: Signature: Dated., Page 2

THE ER MEDICAL SOCIEfY INDEPENDENT EXAMINER'S REPORT TO THE CHARITYTRusfEES OF THE USTER MEDICAL SOCIETY I report on the accounts of the Trust for the year ended 31 March 2023, which are set out on pages 4 & 5. Respective responsibilities of charlty trustees and examiner As the charitys trustees you are responsible for the preparation of the accounts in accordance with the Charities Act (Northern Ireland) 2008. It is my responsibility to: examine the accounts under settion 65 of the Charities Att follow the procedures laid down in the general Direttions given by the Commission under section 65(9)(b) of the Charities Act state whether particular matters have come to my attention. Basis of Independent examiner's report I have examined your charity accounts as required under section 65 of the Charities Act and my examination was carried out in accordance with the general Dlrections given by the Charity Commission ft)r Northern Ireland under section 65(9)(b) of the Charities Att. My examination included a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also included consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as charity trustees concerning any such matters. My role is to state whether any material matters have come to my attention giving me cause to believe: l. That accounting records were not kept in accordance with section 63 of the Charities Act 2. That the accounts do not accord with those accounting records 3. That the accounts do not comply with the accounting requirements of the Charities Act 4. That there is further information needed for a proper understanding of the accounts to be reached. Independent examiner's statement I have completed my examination and have no concerns in respect of the matters (l) to (4) listed above and, in connection with following the Directions of the Charity Commission for Northern Ireland, I have found no matters that require drawing to your attention. James Walla D T Carson & Co Chartered Accountants 51-53 Thomas Street BALLYMENA BT43 6AZ Dated: Page 3

THE ER MEDI L SOCI RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 31 MARCH 2023 2023 2022 RECEIP Socie Annual subscriptions Trust reimbursement of letture fees Annual dinner Glft aid 26,436.00 941.70 3,570.00 1,455.83 28,011.34 0.00 0.00 0.00 Published abstracts , copyright & subscriptions Deposit Inte￿St 647.02 57.98 599.51 0.00 TOTAL RECEIPTS 33,108.53 28,610.85 PAYMEN Honoraria & expenses for speakers Insurance Printingi Stationery and postsge Bank fees Internet fees Catering Secretarial expenses Junior Doctor prizes Miscellaneous and cleaning Audio Visual expenses Transcribing Accountsncy expenses Dinner expenses Lap top Art valuation for insurance Cataloguing historial collettion 3,146.02 298.05 1,032.88 212.52 175.66 1,460.60 6,700.00 250.00 131.86 648.16 0.00 0.00 3,159.60 759.00 1,200.00 2,929.00 1,000.00 292.36 873.42 291.02 146.87 604.65 3,106.00 450.00 45.58 1,000.00 581.90 1,278.00 0.00 0.00 0.00 0.00 Printing etc Secretsrial & assistant editors expenses Publication Ethics 11,869.24 2,565.00 186.00 14,119.88 5,588.00 171.00 TOTAL PAYMENTS 36,723.59 29,548.68 RECEIPTS/(PAYMENTS) (3,615.06) (937.83) Opening balance 48,172.84 49,110.67 Closing balan 44,557.78 48, 172.84 Page 4

R MEDICAL SOCIErY STATEMENT OF ASSETS AND LIABILITIES ATTHE YEAR ENDED 31 MARCH 2023 2023 2022 Cash a Danske Bank Ltd 44,557.78 48,172.84 Computer and data base 1,147.56 1,147.56 Signed on behalf of the Trustees Name: Slgnature: Name: Signature: Date of approval: Page 5