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2025-06-30-accounts

Scottish Charity Number: SC029462

Scottish Society of Physicians

Year ended 30 June 2025

Trustees Annual Report & Accounts

Scottish Society of Physicians (Scottish Charity Number: SC029462)

For the year ended 30 June 2025

Contents

Trustees report 2 - 4
Independent examiners’ report 5 - 6
Statement of receipts and payments 7
Statement of balances 8
Notes 9 - 10

Page 1

Scottish Society of Physicians (Scottish Charity Number: SC029462)

REPORT OF THE TRUSTEES for the year ended 30 June 2025

The trustees present their report with the financial statements of the Society for the year ended 30 June 2025. The trustees have adopted the provisions of the Statement of Recommended Practice (SORP) ‘Accounting and Reporting by Charities’ issued in March 2005.

REFERENCE AND ADMINSTRATIVE DETAILS Registered charity number

SC029462

Principal address

Royal College of Physicians of Edinburgh 9 Queen Street Edinburgh EH2 1JQ

Trustees Dr Stuart Ritchie President Elected September 2025 Dr Lindsay Reid Honorary Secretary Dr Andrew Kernohan Honorary Treasurer Dr Nicola Joss Dr Jesse Dawson Dr Katie Scott Dr Martin Perry Dr Sam Allen Dr Iqbal Malik Dr Linsay McCallum Dr Mary Joan Macleod Dr Goran Zangana Resigned September 2025 Dr Michael Freeman Resigned September 2025 Dr Margaret Duncan Resigned September 2025 Dr Hannah Robertson Resigned September 2025

Independent examiner

Ross Murray ACCA Nuvo Scotland Limited Thainstone Business Centre Offices 2&3 Thainstone, Inverurie AB51 5TB

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The Society is controlled by its governing document, the Scottish Society of Physicians constitution and rules. The constitution was amended at the Annual General Meeting held on 24 October 2019. The amendment is to allow affiliate/non clinical members to join the Society. The Society constitutes an unincorporated association.

Page 2

Scottish Society of Physicians (Scottish Charity Number: SC029462)

REPORT OF THE TRUSTEES for the year ended 30 June 2025

Recruitment and appointment of new trustees

Trustees are elected at the Annual General Meeting or by written election in the interim via a poll amongst the members. Nomination for office bearers are invited from the membership.

OBJECTIVES AND ACTIVITIES

Charitable purpose

The Society’s objective is to encourage the study and discussion of clinical and scientific medical work and to promote research for the ultimate benefit of the public.

ACTIVITIES AND PERFORMANCE

Fundraising activities

The Society normally raises its funds through membership subscription and conference sponsorship. The Society also receives additional income from its investment holdings and savings interest.

Activities and achievements in year

The Society held an in person scientific meeting in September 2024 in Kilmarnock Ayrshire. The Fitzgerald Peel lecture was delivered by Professor Ian McInness. The Society awarded prizes for the following: Best Case Presentation – Dr Katherine Rider, Best Poster – Marianne Boden & Laura Crerar, Best Student Poster – Nouf Aldhelaan, Best Quick Fire Presentation – Dr Blane Gordon McMillan and The Fitzgerald Peel Prize – Dr Abbie Wilson. No new research grants were issued this year.

Financial review

During the year to 30 June 2025, there was total income of £15,164 (2024: £22,023) and total expenditure of £21,623 (2024: £24,630) resulting in a deficit of £6,459 (2024: deficit £2,607).

Meeting sponsorship was £9,516 (2024: £15,902) and total subscription income was £3,270 (2024: £3,805). In addition, there was income from investments of £2,378 (2024: £2,261) and bank interest of £nil (2024: £55).

The Society has agreed to an ethical policy regarding investments and to endeavour to invest only in areas and companies which do not adversely impact on health. It has a portfolio of investments that consists of a stocks and shares ISA account and a National Savings and Investments Account.

The Trustees did not receive any remuneration during the year (2024: £nil).

During the year the trustees claimed reimbursement of expenses amounting to £nil which were incurred in their duties as trustees (2024: £nil).

The Society held distributable funds of £10,273 (2024: £16,732). The balance in the NS&I investment bank account was £7,197 (2024: £7,197). The market value of the M&G equity investment fund was £41,111 (2024: £39,642).

FUTURE PLANS

The Trustees will continue to operate the Society in the same manner.

Page 3

Scottish Society of Physicians (Scottish Charity Number: SC029462)

REPORT OF THE TRUSTEES

for the year ended 30 June 2025

STATEMENT OF TRUSTEES RESPONSIBILTIES

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

The law applicable to charities in Scotland, the Charities and Trustee Investment (Scotland) Act 2005, Charities Accounts (Scotland) Regulations 2006 and the provisions of the charity's constitution 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, including the income and expenditure, of the charity for that period. In preparing those financial statements, the trustees are required to

The trustees are responsible for keeping proper accounting records which 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 and Trustee Investment (Scotland) Act 2005, the Charities Accounts (Scotland) Regulations 2006 and the provisions of the charity's constitution. They 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.

23 Mar 2026 Approved by order of the board of trustees on ............................................. and signed on its behalf by:

Klan omston

.............................................

Andrew Kernohan Treasurer

Page 4

APPENDIX 3

’ Independent examiner s report on the accounts V2

Report to the trustees/members of

Registered charity number On the accounts of the charity for the period Set out on pages

Scottish Society of Physicians

SC029462

Period start date Period start date Period start date Period end date
Day Month Year Day
Month
Year
01 JULY 2024 TO 30
JUNE
2025
(remember to include the page
numbers of additional sheets)
The charity’s trustees are responsible for the preparation of the accounts in accordance
with the terms of the Charities and Trustee Investment (Scotland) 2005 Act and the
Charities Accounts (Scotland) Regulations 2006 (as amended). The charity trustees
consider that the audit requirement of Regulation 10(1) (d) of the Accounts Regulations
does not apply. It is my responsibility to examine the accounts as required under section
44(1) (c) of the Act and to state whether particular matters have come to my attention.
The charity’s trustees are responsible for the preparation of the accounts in accordance
with the terms of the Charities and Trustee Investment (Scotland) 2005 Act and the
Charities Accounts (Scotland) Regulations 2006 (as amended). The charity trustees
consider that the audit requirement of Regulation 10(1) (d) of the Accounts Regulations
does not apply. It is my responsibility to examine the accounts as required under section
44(1) (c) of the Act and to state whether particular matters have come to my attention.
The charity’s trustees are responsible for the preparation of the accounts in accordance
with the terms of the Charities and Trustee Investment (Scotland) 2005 Act and the
Charities Accounts (Scotland) Regulations 2006 (as amended). The charity trustees
consider that the audit requirement of Regulation 10(1) (d) of the Accounts Regulations
does not apply. It is my responsibility to examine the accounts as required under section
44(1) (c) of the Act and to state whether particular matters have come to my attention.
My examination is carried out in accordance with Regulation 11 of the 2006 Accounts
Regulations. 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 seeks
explanations from the trustees concerning any such matters. The procedures undertaken
do not provide all the evidence that would be required in an audit and, consequently, I do
not express an audit opinion on the viewgiven bythe accounts.
In the course of my examination, no matter has come to my attention [other than that
disclosed on the attached page*]
1.
which gives me reasonable cause to believe that in any material respect the
requirements:

to keep accounting records in accordance with section 44(1) (a) of the 2005 Act and
Regulation 4 of the 2006 Accounts Regulations, and

to prepare accounts which accord with the accounting records and comply with
Regulation 9 of the 2006 Accounts Regulations
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.
Nuvo Scotland Limited Date: 24 Mar 2026
Ross Murray, Nuvo Scotland Limited
ACCA
Thainstone Business Centre
Offices 2&3
Thainstone, Inverurie
AB51 5TB

Page 5

APPENDIX 3

Disclosure section

Only complete if the examiner needs to highlight material problems.

Give here brief details of any items that the examiner wishes to disclose

==> picture [408 x 643] intentionally omitted <==

Page 6

Enter SC No. below

APPENDIX 2

Enter charity name below

SC029462

Scottish Society of Physicians

Scottish Society of Physicians Scottish Society of Physicians Scottish Society of Physicians Scottish Society of Physicians Scottish Society of Physicians Scottish Society of Physicians Scottish Society of Physicians Scottish Society of Physicians Scottish Society of Physicians Scottish Society of Physicians Scottish Society of Physicians
Receipts andpayments accounts
For the period
from
Period start date to Period end date
Day Month Year Day Month Year
01 July 2024 30 June 2025

Section A Statement of receipts and payments

Unrestricted
funds
Restricted
funds
Expendable
endowment
funds
Permanent
endowment
funds
Total funds
current period
Total funds last
period
to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £
A1 Receipts
Donations - -
Legacies - -
Grants - -
Receipts from fundraising activities - -
Gross trading receipts - -
Income from investments other than
land and buildings
2,378 2,378 2,261
Rents from land & buildings -
Gross receipts from other charitable
activities
12,786 12,786 19,707
Bank Interest - 55
A1 Sub total A1 Sub total 15,164 - - - 15,164 22,023
A2 Receipts from asset &
investment sales
Proceeds from sale of fixed assets
Proceeds from sale of investments
A2 Sub total -
-
-
Total receipts 15,164
-
-
~~—~~
-
-
-
-
-
15,164
-
-
-
22,023
A3 Payments
Expenses for fundraising activities - -
Gross trading payments - -
Investment management costs - -
Payments relating directly to charitable
activities
Payments relating directly to charitable
20,483
20,483 18,358
Grants and donations - 5,000
Governance costs: -
Audit / independent examination 300 300 300
Preparation of annual accounts 840 840 972
Legal costs - -
Other Other - -
- -
**A3 Sub total ** 21,623 - - - 21,623 24,630
A4 Payments relating to asset and
investment movements
Purchases of fixed assets
-
-
Purchase of investments
-
-
A4 Sub total -
-
-
-
-
-
Total payments 21,623
-
-
-
21,623
24,630
~~SSSSS~~
Net receipts / (payments)
A5 Transfers to / (from) funds
Surplus / (deficit) for year
6,459)
(
-
-
-
6,459)
(
2,607)
(
-
6,459)
(
-
-
-
6,459)
(
2,607)
(
~~=——————~~

Page 7

APPENDIX 2

SC029462

Scottish Society of Physicians

Section B Statement of balances Section B Statement of balances
Categories Details Unrestricted
funds
Restricted funds Expendable
endowment
funds
Permanent
endowment
funds
Total current
period
Total last period Total last period
to nearest £ to nearest £ to nearest £
to nearest £
to nearest £
to nearest £
B1 Cash funds 23,930
23,930
26,537
6,459)
(
6,459)
(
2,607)
(
-
-
-
-
17,471
-
-
-
17,471
23,930
Surplus / (deficit) shown on receipts and
payments account
Cash and bank balances at end of year
Cash and bank balances at start of year
~~—=====—~~
(Agree balances with receipts and payments
account(s)) - - - - -
-
-
-
- - 0 - 0
Details Market valuation
Fund to which asset belongs
Last year
to nearest £ to nearest £
B2 Investments M&G Investments
~~—S=~~
49,111
39,642
Total
49,111
39,642
Unrestricted
~~=e~~
Details Fund to which asset belongs Cost (if available)
Current value (if
available)
Fund to which asset belongs
Last year
to nearest £
to nearest £
to nearest £
B3 Other assets ~~= ~~ Total
-
-
-
~~===~~
-
Details Amount due
Fund to which liability relates
Last year
to nearest £ to nearest £
B4 Liabilities Accruals
~~—S=~~
1,125
1,068
Total
1,125
1,068
Unrestricted
~~Cpe~~
1,068
1,068
B5 Contingent liabilities Details
~~——~~
Amount due
(estimate)
Last year
to nearest £
to nearest £
Total
-
-
Fund to which liability relates
~~——~~
-
Signed by one or two trustees
on behalf of all the trustees
Date of
approval
ANDREW KERNOHAN
Signature
Print Name
~~23 Mar 2026~~
~~ee~~

Page 8

APPENDIX 2

Scottish Society of Physicians

SC029462

Section C Notes to the Accounts

C1 Nature and purpose of funds (may be stated on analysis of funds worksheets)

The general fund is to enable the study and the discussion of clinical and scientific medical work and to promote research for the ultimate benefit of the public.

Individual / Number of grants £ Type of activity or project supported institution made C2 Grants Total - C3a Trustee remuneration If no remuneration was paid during the period to any charity trustee or person connected to a trustee cross this box (otherwise complete section 3b) X £ Authority under which paid C3b Trustee remuneration - details

C4a Trustee expenses
C4b Trustee expenses -
details
C6 Other information
C5 Transactions with trustees
and connected persons
If no expenses were paid to any charity trustee during the period then cross
(otherwise complete section 4b)
If no expenses were paid to any charity trustee during the period then cross
(otherwise complete section 4b)
this box X
Nature of transaction Number of
trustees
£
Nature of relationship
Transaction
amount (£)
Balance
outstanding at
period end (£)

Page 9

APPENDIX 2

Scottish Society of Physicians

SC029462

Additional analysis (1)

Analysis of receipts and payments

1 Donations

1 Donations 1 Donations
Unrestricted
funds
to nearest £
Restricted funds
to nearest £
Expendable
endowment
funds
to nearest £
Permanent
endowment
funds
to nearest £
Total current
period
to nearest £
Total last period
to nearest £
- -
- -
- -
- -
Total - - - - - -
- - - - - -

2 Grants

2 Grants 2 Grants
Unrestricted
funds
to nearest £
Restricted funds
to nearest £
Total current
period
to nearest £
Total last period
to nearest £
- -
- -
- -
- -
Total
3 Gross receipts from other charitable activities
- - - -
-
Unrestricted
funds
to nearest £
-
Restricted funds
to nearest £
Expendable
endowment
funds
to nearest £
Permanent
endowment
funds
to nearest £
-
Total current
period
to nearest £
-
Total last period
to nearest £
Subscriptions 3,270 3,270 3,805
Conference receipts 9,516 9,516 15,902
- -
- -
- -
- -
- -
- -
Total 12,786 - - - 12,786 19,707
- - - - - -

4 Payments relating directly to charitable activities

Unrestricted
funds
to nearest £
Unrestricted
funds
to nearest £
Restricted funds
to nearest £
Expendable
endowment
funds
to nearest £
Permanent
endowment
funds
to nearest £
Total current
period
to nearest £
Total current
period
to nearest £
Total last period
to nearest £
Royal College of Physicians 11,428
11,428 5,025
Medicaljournals 0 0
Lectureprizes 720 720 495
Conference costs 7,632 7,632 12,538
Other meetings costs 163 163 300
Legal costs 540 540 -
Total 20,483 - - - 20,483 18,358
- - - - - -

Page 10

Issuer

Nuvo Scotland Ltd

Document generated Mon, 23rd Mar 2026 12:17:38 GMT

Document fingerprint f0244cad3457a3ebb94fabded12c5b0f

Parties involved with this document

Document processed

Party + Fingerprint

Mon, 23rd Mar 2026 15:19:28 GMT Tue, 24th Mar 2026 12:19:29 GMT Tue, 24th Mar 2026 12:19:30 GMT Tue, 24th Mar 2026 12:19:30 GMT

Mr Andrew Kernohan - Signer (f2158da5af9b127557d47352443d0d29) Ross Murray - Signer (b2173600a1b82340a380a86392b9a1c5) Fraser Simpson - Copied In (02c832b58b04bc553c44dd824e7a3a0b) Allana Young - Copied In (0f8aa7d34e0da783b9aae2aeb1ebde89)

Audit history log

Date

Action

Mon, 23rd Mar 2026 12:17:38 GMT Mon, 23rd Mar 2026 12:17:38 GMT

Mon, 23rd Mar 2026 12:17:38 GMT Mon, 23rd Mar 2026 12:17:38 GMT Mon, 23rd Mar 2026 12:17:38 GMT Mon, 23rd Mar 2026 12:17:38 GMT Mon, 23rd Mar 2026 12:17:38 GMT

Mon, 23rd Mar 2026 12:17:49 GMT Mon, 23rd Mar 2026 12:17:49 GMT Mon, 23rd Mar 2026 12:17:49 GMT Mon, 23rd Mar 2026 15:17:54 GMT Mon, 23rd Mar 2026 15:19:28 GMT Mon, 23rd Mar 2026 15:19:28 GMT Mon, 23rd Mar 2026 15:19:29 GMT Tue, 24th Mar 2026 12:18:03 GMT Tue, 24th Mar 2026 12:19:06 GMT Tue, 24th Mar 2026 12:19:29 GMT

Envelope generated with fingerprint 944f70f82d5a305c99dd0ee10f8aea19 (18.133.63.166) Document generated with fingerprint f0244cad3457a3ebb94fabded12c5b0f. (18.133.63.166) Mr Andrew Kernohan has been assigned to this envelope. (18.133.63.166) Ross Murray has been assigned to this envelope. (18.133.63.166) Fraser Simpson has been assigned to this envelope. (18.133.63.166) Allana Young has been assigned to this envelope. (18.133.63.166) Envelope has been set to automatically remind the active signer every 1 day(s). (18.133.63.166)

Envelope generated Sent the envelope to Mr Andrew Kernohan for signing Document emailed to party email Mr Andrew Kernohan viewed the envelope (86.28.80.75) Mr Andrew Kernohan signed the envelope (86.28.80.75) Sent the envelope to Ross Murray for signing (86.28.80.75) Document emailed to party email Document emailed to party email

Ross Murray viewed the envelope (195.224.175.242) Ross Murray signed the envelope (195.224.175.242)

Tue, 24th Mar 2026 12:19:30 GMT Tue, 24th Mar 2026 12:19:30 GMT Tue, 24th Mar 2026 12:19:30 GMT Tue, 24th Mar 2026 12:19:30 GMT Tue, 24th Mar 2026 12:19:30 GMT Tue, 24th Mar 2026 12:19:30 GMT Tue, 24th Mar 2026 12:19:30 GMT Tue, 24th Mar 2026 12:19:30 GMT

Tue, 24th Mar 2026 12:19:30 GMT Tue, 24th Mar 2026 12:19:31 GMT

Sent the envelope to Fraser Simpson for signing (195.224.175.242) Sent the envelope to Allana Young for signing (195.224.175.242) This envelope has been signed by all parties (195.224.175.242) Signed document confirmation emailed to party email (195.224.175.242) Signed document confirmation emailed to party email (195.224.175.242) Signed document confirmation emailed to party email (195.224.175.242) Signed document confirmation emailed to party email (195.224.175.242) Signed document confirmation emails have been sent to all parties. Document URL:

https://api.signable.app/shareable/envelope?t=3acf67d5-7105-454b-b496-2 aad46343efd (195.224.175.242) Document emailed to party email Document emailed to party email