EUROPEAN ORTHODONTIC SOCIETY

Charity number: 1095190
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

ADVANCEMENT OF ALL ASPECTS OF ORTHODONTICS FOR THE PUBLIC BENEFIT INCLUDING RAISING STANDARDS OF MEMBERS IN PRACTICE, THE PUBLISHING OF JOURNALS AND PERIODICALS AND THE PROVISION OF GRANTS TOWARDS RESEARCH AND DEVELOPMENT

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£1,371,534

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Donations and legacies £43.77k
Charitable activities £1.25m
Other trading activities £0
Investments £80.90k
Other £0

Total expenditure:
£1,354,860

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Raising funds £89.42k
Charitable activities £1.27m
Other £0

£115,561 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £89.42k
Charitable expenditure £1.27m
Retained for future use £16.67k

People

1 Employee(s)

18 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
Who the charity helps:
  • Children/young People
  • People With Disabilities
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Albania
  • Argentina
  • Armenia
  • Australia
  • Austria
  • Azerbaijan
  • Bahrain
  • Belgium
  • Bosnia And Herzegovina
  • Botswana
  • Brazil
  • Bulgaria
  • Canada
  • Chile
  • China
  • Colombia
  • Croatia
  • Cyprus
  • Czech Republic
  • Denmark
  • Egypt
  • Estonia
  • Faroe Islands
  • Finland
  • France
  • Georgia
  • Germany
  • Ghana
  • Greece
  • Greenland
  • Hong Kong
  • Hungary
  • Iceland
  • India
  • Iran
  • Iraq
  • Ireland
  • Israel
  • Italy
  • Japan
  • Jordan
  • Kenya
  • Kosovo
  • Kuwait
  • Latvia
  • Lebanon
  • Lithuania
  • Luxembourg
  • Macedonia
  • Malaysia
  • Malta
  • Mexico
  • Moldova
  • Monaco
  • Montenegro
  • Netherlands
  • New Zealand
  • Nigeria
  • Northern Ireland
  • Norway
  • Occupied Palestinian Territories
  • Pakistan
  • Poland
  • Portugal
  • Qatar
  • Romania
  • Russia
  • Saudi Arabia
  • Scotland
  • Serbia
  • Singapore
  • Slovakia
  • Slovenia
  • South Africa
  • South Korea
  • Spain
  • Sri Lanka
  • Sweden
  • Switzerland
  • Taiwan
  • Thailand
  • Trinidad And Tobago
  • Turkey
  • Ukraine
  • United Arab Emirates
  • United States

Governance

Registration history:
  • 23 December 2002: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
04539916 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

18 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Professor Michael Martin Peter Wolf Trustee 13 June 2024
None on record
Professor Jasmina Primozic Trustee 13 June 2024
None on record
Dr Aman Ulhaq Trustee 18 July 2023
None on record
PROFESSOR ANDREU PUIGDOLLERS Trustee 19 June 2023
None on record
Professor Alberto Marcello CAPRIOGLIO Trustee 19 June 2023
None on record
Dr Lorraine Suzette Barreto Trustee 06 June 2022
None on record
Dr Mauro Cozzani Trustee 06 June 2022
None on record
Professor Yijin Ren Trustee 06 June 2022
None on record
Professor Theodore Eliades Trustee 06 June 2022
None on record
Dr MELISSA ANJETA DISSE Trustee 03 July 2021
None on record
Professor Adriano Crismani Trustee 25 June 2020
None on record
Dr Finn Geoghegan Trustee 25 June 2019
None on record
PROFESSOR PIOTR FUDALEJ Trustee 26 June 2018
None on record
Dr DEMETRIOS HALAZONETIS Trustee 10 June 2017
None on record
PROFESSOR VASKA VANDEVSKA-RADUNOVIC Trustee 15 June 2016
None on record
Dr Christodoulos Laspos Trustee 17 June 2015
None on record
Professor DIRK BISTER Trustee 26 June 2012
THE INTERNATIONAL ORTHODONTICS FOUNDATION
Received: On time
PROFESSOR FRASER MCDONALD Trustee
THE INTERNATIONAL ORTHODONTICS FOUNDATION
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £1.73m £418.68k £549.84k £1.09m £1.37m
Total expenditure £1.42m £385.03k £645.47k £1.05m £1.35m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £0 N/A £0 £0 £43.77k
Income - Other trading activities £0 N/A £133.51k £0 £0
Income - Charitable activities £1.65m N/A £340.02k £1.01m £1.25m
Income - Endowments £0 N/A £0 £0 £0
Income - Investment £85.79k N/A £76.31k £84.49k £80.90k
Income - Other £0 N/A £0 £0 £0
Income - Legacies £0 N/A £0 £0 £0
Expenditure - Charitable activities £1.37m N/A £430.57k £911.55k £1.27m
Expenditure - Raising funds £42.83k N/A £214.89k £134.77k £89.42k
Expenditure - Governance £15.49k N/A £28.84k £19.33k £31.52k
Expenditure - Grants institution £52.39k N/A £108.53k £33.15k £173.12k
Expenditure - Investment management £42.83k N/A £37.19k £35.40k £28.86k
Expenditure - Other £0 N/A £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £308.84k N/A £311.56k £309.86k £308.50k
Long-term investments £3.44m N/A £3.88m £3.35m £3.51m
Other assets £267.43k N/A £220.24k £334.62k £370.15k
Defined benefit pension scheme asset or liability £0 N/A £0 £0 £0
Total liabilities £227.74k N/A £239.03k £347.28k £407.37k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 30 October 2024 On Time
Accounts and TAR 31 December 2023 30 October 2024 On Time Download Open in new window
Annual return 31 December 2022 27 October 2023 On Time
Accounts and TAR 31 December 2022 27 October 2023 On Time Download Open in new window
Annual return 31 December 2021 02 November 2022 2 days late
Accounts and TAR 31 December 2021 02 November 2022 2 days late Download Open in new window
Annual return 31 December 2020 30 September 2021 On Time
Accounts and TAR 31 December 2020 03 November 2021 3 days late Download Open in new window
Annual return 31 December 2019 29 October 2020 On Time
Accounts and TAR 31 December 2019 29 October 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 19/09/2002 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 29/06/2013

Charitable objects

TO ADVANCE ALL ASPECTS OF ORTHODONTICS AND ITS RELATIONS WITH THE COLLATERAL ARTS AND SCIENCES.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
FLAT 20
49 HALLAM STREET
LONDON
W1W 6JN
Phone:
02076370367
Email:
admin@eoseurope.org
Website:

www.eoseurope.org Open in new window