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2023-08-31-accounts

REGISTERED COMPANY NUMBER: 02822785 (England and Wales) REGISTERED CHARITY NUMBER: 1029545

THE INDEPENDENT GROUP OF ANALYTICAL PSYCHOLOGISTS

UNAUDITED FINANCIAL STATEMENTS

FOR THE YEAR ENDED

31 AUGUST 2023

Berringers LLP Chartered Accountants Lygon House 50 London Road Bromley Kent BR1 3RA

THE INDEPENDENT GROUP OF ANALYTICAL PSYCHOLOGISTS

CONTENTS OF THE FINANCIAL STATEMENTS for the year ended 31 August 2023

Page
Report of the trustees 1 to 4
Independent examiner's report 5
Statement of financial activities 6
Balance sheet 7 to 8
Notes to the financial statements 9 to 15
Detailed statement of financial activities 16 to 17

THE INDEPENDENT GROUP OF ANALYTICAL PSYCHOLOGISTS

REPORT OF THE TRUSTEES for the year ended 31 August 2023

The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 August 2023. The trustees have adopted the provisions of 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 2019).

OBJECTIVES AND ACTIVITIES

Public benefit

The charity is a not for profit entity, that offers a programme of preparation to become a Jungian Analyst and a series of seminars open to the public, referrals for Jungian Analysis and low cost analysis, as explained further in this report under the Objectives and Activities heading.

The trustees have had regard to Charity Commission guidance on public benefit and consider that the objectives, aims and achievements of the charity described in the report enable it to meet its duty to the Charity Commission as per section 17 of the Charities Act 2011, and to the benefit of the public.

FINANCIAL REVIEW

Financial review

Total incoming resources for the year amounted to £77,476 (2022: £81,243). During the year the investments experienced a loss of £46,978 (2022: £108,142) as a result of the current economic climate. Membership fee revenue has decreased slightly to £22,145 (2022: £23,515) in line with a change in membership to 47 full paying members, 12 overseas members and 3 associate members. One member was allowed a reduction in fees. (2022: 60 members)

Charitable expenditure during the year totalled £81,354 (2022: £87,209). Directors' expenses increased with the return to in-person meetings, but there was no Convenor payment made during the year. Future meetings will aim for a balance of in-person and electronic, meaning costs (director expenses and hall hire) will increase, but not to pre-pandemic levels. The IGAP conference at Hawkwood had a lower attendance than normal, and IGAP also offered some bursaries, meaning there was a loss on this venture.

Overall the charity reported a loss of £51,008 (2022: £114,108) this is after unrealised losses of £46,978 (2022: £108,142) on investments.

Principal funding sources

There are three main sources of funding:

Investment policy

Under the Memorandum and Articles of Association, the charity has the power to make any investment which the trustees see fit. The trustees take professional advice from qualified investment advisors when making investment decisions. All investments are held in a charitable trust fund, with advisors implementing a risk adverse investment strategy.

Reserves policy

The present level of funding is adequate to support the continuation of the objectives of the charitable company.

FUTURE PLANS

The Independent Group of Analytical Psychologists is a democratic organisation, which responds to problems or opportunities as they arise. The aims and aspirations of the Association remain as defined above. Future development will be mainly concentrated on maintaining the Studies Programme and ensuring that all Candidates are offered a rigorous and professional Programme of Preparation.

Page 1

THE INDEPENDENT GROUP OF ANALYTICAL PSYCHOLOGISTS

REPORT OF THE TRUSTEES for the year ended 31 August 2023

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The organisation is a charitable company limited by guarantee, incorporated on 28 May 1993 and registered as a charity on 28 May 1993. The company was established under a Memorandum of Association which established the objects and powers of the charitable company and is governed under its Articles of Association. In the event of the company being wound up members are required to contribute an amount not exceeding £1.

Recruitment and appointment of new trustees

The directors of the company are also charity trustees for the purposes of charity law and under the company's Articles are known as members of the Management Committee. Under the requirements of the Memorandum and Articles of Association the members of the Management Committee are elected to serve for a period of three years after which they must be re-elected at the next Annual General Meeting.

Organisational structure

The Management Committee or Council consists of three to eight people, some with specific areas of responsibility. Regular meetings are held, at which decisions are made on the operational running of the Company. These decisions must however be ratified by the rest of the organisation at a general meeting, called a Business Meeting. Day to day administration is handled by an employed secretary, employed on a contractual basis.

Objectives and activities

The Independent Group of Analytical Psychologists' Memorandum of Association states that the objects of the Association are:

In furtherance of these aims The Independent Group of Analytical Psychologists organises a Study Programme for those preparing to become Jungian Analysts and for members of the public who are interested in or professionally involved with Jungian psychology.

The Independent Group of Analytical Psychologists also runs a Programme of Preparation for those selected to train as analysts. Those on the Programme continue in personal analysis, attend the study programme, meet regularly with their Review Committee, take examinations and present written work. In the final stages of the Programme they are required to work for a specified minimum number of hours with several clients under supervision.

Induction and training of new trustees

Whenever a new member is voted to become a member of the Management Committee, and if that post has a specific responsibility, he/she works closely with the outgoing member to ensure a smooth handover of responsibilities. Each member of the Management Committee is asked to study the Charity Commission website, in particular the section on Charity Governance.

Achievements and performance

Two new Associate Members and five new Preliminary Candidates were welcomed to the organisation.

Page 2

THE INDEPENDENT GROUP OF ANALYTICAL PSYCHOLOGISTS

REPORT OF THE TRUSTEES for the year ended 31 August 2023

STRUCTURE, GOVERNANCE AND MANAGEMENT Counselling, Advice and Information

Candidates are required to be in their own personal psychotherapy (analysis) throughout the course of their training. Enquiries about psychotherapy from the public to the office are referred to a member who will contact the enquirer personally to ascertain their needs and their suitability for working analytically. This being so, one or two names of members will be suggested to them, or, they will be referred to another organisation depending on the particular kind of psychotherapy which they are seeking, or which is considered best in each individual case. An enquirer may, according to their circumstances, be offered low cost psychotherapy, as a training patient, with an Advanced Candidate. All Advanced Candidates with training cases work under supervision with a senior analyst.

Risk management

The Trustees actively review the major risks which the charity faces on a regular basis and believe that maintaining reserves at current levels, combined with an annual review of the controls over key financial systems, will provide sufficient resources in the event of adverse conditions. The trustees have also examined other operational and business risks faced by the charitable company and confirm that they have established systems to mitigate the significant risks.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Company number

02822785 (England and Wales)

Registered Charity number

1029545

Registered office

Lygon House 50 London Road Bromley Kent BR1 3RA

Trustees

Ms J M B David Trustee (appointed 28.1.23) (resigned 3.2.24) Dr D Z Hirst Trustee (appointed 28.1.23) (resigned 3.2.24) Mrs M J Stanway (resigned 28.1.23) Rev D Clemens (resigned 28.1.23) P Fisher Dr M L Martin Trustee (appointed 28.1.23) Ms A J C Shearer Trustee (appointed 28.1.23) (resigned 3.2.24) Dr S Karvounis Trustee (appointed 28.1.23) (resigned 3.2.24) Ms P A Boisset Trustee (appointed 28.1.23) Ms P A Melliar (appointed 3.2.24)

Company Secretary

Ms C Craig

Page 3

THE INDEPENDENT GROUP OF ANALYTICAL PSYCHOLOGISTS

REPORT OF THE TRUSTEES for the year ended 31 August 2023

REFERENCE AND ADMINISTRATIVE DETAILS Independent Examiner

Berringers LLP Chartered Accountants Lygon House 50 London Road Bromley Kent BR1 3RA

Approved by order of the board of trustees on 3 February 2024 and signed on its behalf by:

Ms P A Boisset - Trustee

Page 4

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE INDEPENDENT GROUP OF ANALYTICAL PSYCHOLOGISTS

Independent examiner's report to the trustees of The Independent Group Of Analytical Psychologists ('the Company')

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 August 2023.

Responsibilities and basis of report

As the charity's trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under Section 145 of the Charities Act 2011 ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under Section 145(5) (b) of the 2011 Act.

Independent examiner's statement

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:

  1. accounting records were not kept in respect of the Company as required by Section 386 of the 2006 Act; or

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

  3. the accounts do not comply with the accounting requirements of Section 396 of the 2006 Act 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; or

  4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities (applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)).

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.

Paul Allan BSocSc FCA The Institute of Chartered Accountants in England and Wales

Berringers LLP Chartered Accountants Lygon House 50 London Road Bromley Kent BR1 3RA

3 February 2024

Page 5

THE INDEPENDENT GROUP OF ANALYTICAL PSYCHOLOGISTS

STATEMENT OF FINANCIAL ACTIVITIES (INCORPORATING AN INCOME AND EXPENDITURE ACCOUNT) for the year ended 31 August 2023

2023
Unrestricted
fund
Notes
£
INCOME AND ENDOWMENTS FROM
Charitable activities
Training programme
38,340
Membership fees
22,145
Investment income
2
16,991
Total
77,476
EXPENDITURE ON
Charitable activities
Training programme
81,354
Other
152
Total
81,506
Net gains/(losses) on investments
(46,978)
NET INCOME/(EXPENDITURE)
(51,008)
RECONCILIATION OF FUNDS
Total funds brought forward
747,260
TOTAL FUNDS CARRIED FORWARD
696,252
2022
Total
funds
£
41,006
23,399
16,838
81,243
87,057
152
87,209
(108,142)
(114,108)
861,368
747,260

The notes form part of these financial statements

Page 6

THE INDEPENDENT GROUP OF ANALYTICAL PSYCHOLOGISTS

BALANCE SHEET 31 August 2023

Notes
FIXED ASSETS
Tangible assets
8
Investments
9
CURRENT ASSETS
Debtors
10
Cash at bank
CREDITORS
Amounts falling due within one year
11
NET CURRENT ASSETS
TOTAL ASSETS LESS CURRENT
LIABILITIES
NET ASSETS
FUNDS
12
Unrestricted funds
TOTAL FUNDS
2023
Unrestricted
fund
£
455
671,281
671,736
12,881
18,727
31,608
(7,092)
24,516
696,252
696,252
696,252
696,252
2022
Total
funds
£
607
699,013
699,620
45,975
7,570
53,545
(5,905)
47,640
747,260
747,260
747,260
747,260

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 August 2023.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 August 2023 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

The notes form part of these financial statements

continued...

Page 7

THE INDEPENDENT GROUP OF ANALYTICAL PSYCHOLOGISTS

BALANCE SHEET - continued 31 August 2023

These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.

The financial statements were approved by the Board of Trustees and authorised for issue on 3 February 2024 and were signed on its behalf by:

P A Boisset - Trustee

The notes form part of these financial statements

Page 8

THE INDEPENDENT GROUP OF ANALYTICAL PSYCHOLOGISTS

NOTES TO THE FINANCIAL STATEMENTS for the year ended 31 August 2023

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) '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 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention, with the exception of investments which are included at market value, as modified by the revaluation of certain assets.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources. Expenditure assigned to charitable activities includes support costs.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Taxation

The charity is exempt from corporation tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

Pension costs and other post-retirement benefits

The charitable company operates a defined contribution pension scheme. Contributions payable to the charitable company's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.

Fixed asset investments

Unlisted equity investments are initially recorded at cost, and subsequently measured at fair value. If fair value cannot be reliably measured, assets are measured at cost less impairment.

Listed investments are measured at fair value with changes in fair value being recognised in the statement of financial activities.

continued...

Page 9

THE INDEPENDENT GROUP OF ANALYTICAL PSYCHOLOGISTS

NOTES TO THE FINANCIAL STATEMENTS - continued for the year ended 31 August 2023

2. INVESTMENT INCOME

INVESTMENT INCOME
2023 2022
£ £
Deposit account interest 63 1
Investment income 16,928 16,837
16,991 16,838
SUPPORT COSTS
Governance
costs
£
Training programme 13,343
Support costs, included in the above, are as follows:
Governance costs
2023 2022
Training Total
programme activities
£ £
Accountancy fees 4,290 4,110
Legal & professional fees 9,053 9,846
13,343 13,956
NET INCOME/(EXPENDITURE)
Net income/(expenditure) is stated after charging/(crediting):
2023 2022
£ £
Depreciation - owned assets 152 152

3. SUPPORT COSTS

4. NET INCOME/(EXPENDITURE)

5. TRUSTEES' REMUNERATION AND BENEFITS

Honorarium payments were made to trustees in recognition of professional services provided to the charity, unconnected to their trustee duties, which were rendered nominally without charge.

During the year honorarium payments made totalled £nil (2022: £4,000).

During the year trustees were paid a total of £600 (2022: £2,670) for providing lectures and associated work unconnected to their role as trustees.

continued...

Page 10

THE INDEPENDENT GROUP OF ANALYTICAL PSYCHOLOGISTS

NOTES TO THE FINANCIAL STATEMENTS - continued for the year ended 31 August 2023

5. TRUSTEES' REMUNERATION AND BENEFITS - continued

Trustees' expenses

During the year trustees were reimbursed for travel, and other charity related expenses, which they paid for personally.

Total expenses paid to trustees during the year totalled £1,196 (2022: £152).

6. STAFF COSTS

Wages and salaries
Other pension costs
The average monthly number of employees during the year was as follows:
Administration
No employees received emoluments in excess of £60,000.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
INCOME AND ENDOWMENTS FROM
Charitable activities
Training programme
Membership fees
Investment income
Total
EXPENDITURE ON
Charitable activities
Training programme
Other
Total
Net gains/(losses) on investments
NET INCOME/(EXPENDITURE)
2023
2022
£
£
30,528
30,195
900
900
31,428
31,095
2023
2022
1
1
Unrestricted
fund
£
41,006
23,399
16,838
81,243
87,057
152
87,209
(108,142)
(114,108)

7. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

continued...

Page 11

THE INDEPENDENT GROUP OF ANALYTICAL PSYCHOLOGISTS

NOTES TO THE FINANCIAL STATEMENTS - continued for the year ended 31 August 2023

7. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued
Unrestricted
fund
£
RECONCILIATION OF FUNDS
Total funds brought forward 861,368
TOTAL FUNDS CARRIED FORWARD 747,260
8. TANGIBLE FIXED ASSETS
Computer
equipment
£
COST
At 1 September 2022 and 31 August 2023 5,577
DEPRECIATION
At 1 September 2022 4,970
Charge for year 152
At 31 August 2023 5,122
NET BOOK VALUE
At 31 August 2023 455
At 31 August 2022 607
9. FIXED ASSET INVESTMENTS
Listed
investments
£
MARKET VALUE
At 1 September 2022 699,013
Additions 288,849
Disposals (267,153)
Revaluations (49,428)
At 31 August 2023 671,281
NET BOOK VALUE
At 31 August 2023 671,281
At 31 August 2022 699,013

There were no investment assets outside the UK.

continued...

Page 12

THE INDEPENDENT GROUP OF ANALYTICAL PSYCHOLOGISTS

NOTES TO THE FINANCIAL STATEMENTS - continued for the year ended 31 August 2023

9. FIXED ASSET INVESTMENTS - continued

Cost or valuation at 31 August 2023 is represented by:

Valuation in 2022
Cost
10.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Other debtors
Stockbroker account
Accrued income
Prepayments
11.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Other creditors
Accrued expenses
12.
MOVEMENT IN FUNDS
Unrestricted funds
General fund
TOTAL FUNDS

At 1.9.22
£
747,260
747,260
Listed
investments
£
(80,040)
751,321
671,281
2023
2022
£
£
110
2,150
10,824
40,632
685
2,560
1,262
633
12,881
45,975
2023
2022
£
£
538
538
6,554
5,367
7,092
5,905
Net
movement
At
in funds
31.8.23
£
£
(51,008)
696,252
(51,008)
696,252

continued...

Page 13

THE INDEPENDENT GROUP OF ANALYTICAL PSYCHOLOGISTS

NOTES TO THE FINANCIAL STATEMENTS - continued for the year ended 31 August 2023

12. MOVEMENT IN FUNDS - continued

Net movement in funds, included in the above are as follows:

Incoming
Resources
resources
expended
£
£
Unrestricted funds
General fund
77,476
(81,506)
TOTAL FUNDS
77,476
(81,506)
Comparatives for movement in funds
At 1.9.21
£
Unrestricted funds
General fund
861,368
TOTAL FUNDS
861,368
Comparative net movement in funds, included in the above are as follows:
Incoming
Resources
resources
expended
£
£
Unrestricted funds
General fund
81,243
(87,209)
TOTAL FUNDS
81,243
(87,209)
Gains and
Movement
losses
in funds
£
£
(46,978)
(51,008)
(46,978)
(51,008)
Net
movement
At
in funds
31.8.22
£
£
(114,108)
747,260
(114,108)
747,260
Gains and
Movement
losses
in funds
£
£
(108,142)
(114,108)
(108,142)
(114,108)

continued...

Page 14

THE INDEPENDENT GROUP OF ANALYTICAL PSYCHOLOGISTS

NOTES TO THE FINANCIAL STATEMENTS - continued for the year ended 31 August 2023

13. RELATED PARTY DISCLOSURES

There were no related party transactions, in addition to those disclosed in note 5, for the year ended 31 August 2023.

Page 15

THE INDEPENDENT GROUP OF ANALYTICAL PSYCHOLOGISTS

DETAILED STATEMENT OF FINANCIAL ACTIVITIES for the year ended 31 August 2023

for the year ended 31 August 2023
2023 2022
£ £
INCOME AND ENDOWMENTS
Investment income
Deposit account interest 63 1
Investment income 16,928 16,837
16,991 16,838
Charitable activities
Studies and lecture fees 24,327 25,116
Preparation fees 14,013 15,774
Membership fees 22,145 23,515
60,485 64,405
Total incoming resources 77,476 81,243
EXPENDITURE
Charitable activities
Wages 30,528 30,195
Pensions 900 900
Insurance 747 727
Telephone 272 356
Printing, postage & stationary 771 729
Sundry expenses 533 313
Conference expenses 6,460 8,282
Hall hire 1,024 1,295
Preparation, seminar & lecture 16,350 16,950
Directors' expenses 685 69
Professional subscriptions 7,662 7,959
Computer costs 2,015 1,233
Honorarium - 4,000
Bank charges 64 93
68,011 73,101
Other
Computer equipment 152 152
Support costs
Governance costs
Accountancy fees 4,290 4,110
Carried forward 4,290 4,110

This page does not form part of the statutory financial statements

Page 16

THE INDEPENDENT GROUP OF ANALYTICAL PSYCHOLOGISTS

DETAILED STATEMENT OF FINANCIAL ACTIVITIES for the year ended 31 August 2023

2023 2022
£ £
Governance costs
Brought forward 4,290 4,110
Legal & professional fees 9,053 9,846
13,343 13,956
Total resources expended 81,506 87,209
Net expenditure before gains and losses (4,030) (5,966)
Realised recognised gains and losses
Realised gains/(losses) on fixed asset investments 2,450 (458)
Net expenditure (1,580) (6,424)

This page does not form part of the statutory financial statements

Page 17