The Whole Person Health Trust
Registered Charity No. 1098671 Company No. 04386014
The Whole Person Health Trust
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A
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Promoting whole person healthcare based on Christian foundations
Annual Report and Financial Statement
for the year ended 31° March 2022
Company Number 04386014 Charity Registration Number 1098671 Website www.wphtrust.org Contact email wphtrust@gmail.com
Registered Office: Rowheath Pavilion, Heath Road, Bournville, Birmingham, B30 1HH
WPHT Annual Report & Accounts 2021-22
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The Whole Person Health Trust
Registered Charity No. 1098671 Company No. 04386014
The Trustees of Whole Person Health Trust (“WPHT”) present their annual report together with the financial statements for the year ended 31% March 2022 and confirm that the accounts have been prepared in accordance with the charitable company’s governing instrument and relevant statutory requirements. We have adopted the provision of the Statement of Recommended Practice (SORP): Accounting and Reporting by Charities (FRS102).
OBJECTIVES & ACTIVITIES
WPHT’s objects, as defined in its Memorandum and Articles of Association, are:
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a) to relieve and prevent sickness and ill health by the treatment and care of the whole person in the East End of London and the City of London and in such other parts of the United Kingdom and the world as the trustees may from time to time think fit;
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b) to advance education by the development and dissemination of the concept of whole person health care in accordance with Christian principles by such means as the trustees may consider appropriate including by means of establishing and operating any educational establishment or establishments in the said location and in such other parts of the United Kingdom and the world as the trustees may from time to time think fit.
Principal focus and activities Our principal activities include:
Association of Chaplaincy in General Practice (ACGP)
ACGP (http://acgp.co.uk/) exists to enable chaplaincy to be delivered to recommended national standards in General Practice situations. It does this through promoting awareness of chaplaincy in General Practice, facilitating the setting up of this service within General Practices, and providing advice on training and professional support to those providing chaplaincy. It has a separate management group accountable to the Trustees and two Trustees are members of this group to ensure good accountability and liaison. The management group is chaired by Sarah Giffen, who took over from Fiona Collins during the period. WPHT acknowledges its enormous debt to Fiona for leading ACGP for many years and helping it to become what it is today. ACGP has continued to perform strongly during the period, particularly by providing training for new chaplains
Doctors’ retreats
WPHT also supports twice-yearly retreats for doctors of all ages and professional levels which help to care for their spiritual needs. These have not happened during the current period as Covid-19 restrictions prevented physical meeting and the nature of the retreats does not adapt easily to an online alternative.
The Trust also organises occasional conferences, participates in networks and makes information available. It also supports the development of new projects such as Hummingbird Hope, a charity which is being established in Grenada by one of our Trustees, Dr Hilary Garraway, to establish a retreat house which will offer a therapeutic, spiritual and creative space to facilitate wholeness and wellbeing in body, mind and spirit.
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WPHT Annual Report & Accounts 2021-22
The Whole Person Health Trust
Registered Charity No. 1098671 Company No. 04386014
The diagram below helps to explain the relationships between these entities.
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RELATIONSHIPS BETWEEN ORGANISATIONS
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ie (a ASSOCIATION EALTH TRUST
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SEMCES OFFERED DCLUDE— ( ‘
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Public benefit
All our charitable activities focus on improving whole person healthcare and are undertaken to further our charitable purposes for the public benefit. The benefit received by them will be passed on to the communities in which our associates work. The Trustees review the public benefit of our activities annually. We have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing our aim and objectives and in planning our future activities. In particular, the Trustees consider how planned activities will contribute to the aims and objectives they have set.
ACHIEVEMENTS AND PERFORMANCE
We review our aims, objectives and activities regularly, although this year’s activities have understandably been impeded by Covid-19 and also the protracted ill-health of one of the two administrators. FINANCIAL REVIEW Overview Total income of £38,429 represented a significant increase on the previous period (£16,465), driven largely by some generous donations, but also an increase in charitable activities as outlined below. However expenditure was reduced to £13,515 (2020-21 = £19,592) resulting in a surplus for the year of £24,914 (2020-21 = -£3,136). Fully half of this surplus represents restricted giving for Hummingbird Hope, and most of the balance will be applied to ensuring ACGP develops effectively in the coming years.
2 WPHT Annual Report & Accounts 2021-22
Registered Charity No. 1098671 Company No. 04386014
The Whole Person Health Trust
The year’s activities saw significant fundraising for ACGP and the delivery of the new training programme. Accordingly, ACGP has madea significant surplus which will ensure its ability to thrive into the future.
Significant funds were also received on behalf of Hummingbird Hope, which will be passed on to the charity in due course when it has opened a bank account in Grenada.
Principal funding
Our three principal sources of funding were private donations (£12,050), attendance fees received for the ACGP online training programme (£7,466), and grants received from Trusts (£6000).
Reserves policy
Given the fact that all of our activities are in essence self-funding, and that if we were forced to cease activities our ongoing costs will be negligible, the Trustees have not set a level of reserves. This will be reviewed in the coming year.
Risk Management
The Trustees monitor the risks WPHT is facing and take steps to manage them. An appropriate insurance policy is in place. There were no reportable incidents during the year.
Plans for the future
No funds are materially in deficit and the Trustees have no doubts about the viability of WPHT as a going concern. The trustees held a strategic planning meeting, in April 2022 to consider the long term role of the trust, and concluded that it had accomplished many of its original objectives, while others were no longer relevant. Accordingly, a plan has been put in place to establish ACGP as a separate not-for-profit organisation and to wind up WPHT. It is hoped that this will be accomplished during 2023.
STRUCTURE, GOVERNANCE AND MANAGEMENT
Governing document
WPHT is a company limited by guarantee (04386014) and a registered charity (1098671), and is governed by its Memorandum & Articles of Association dated 22.02.2002. The Trustees of WPHT are also Directors of the Company for the purposes of Company Law.
Method of appointment or election of Trustees
Potential Trustees are interviewed by the Chair of Trustees, information about them forwarded to all other Trustees, and they will be invited to attend a board meeting as an observer. The Trustees will discuss in camera whether to invite them to become a Trustee.
Policies adopted for the induction and training of Trustees
All Trustees are required to sign a declaration of eligibility, undergo appropriate background checks and complete an induction programme as defined in the relevant policy. They are provided with an induction pack which introduces them to WPHT and to their responsibilities as Trustees as set out by the Charity Commission. paWPHT Annual Report & Accounts 2021-22 a
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Registered Charity No. 1098671 Company No. 04386014 aTO THE ACCOUNTS
The Whole Person Health Trust C—O TRUSTEES’ STATEMENT OF RESPONSIBILITY IN
RELATION TO THE ACCOUNTS THE ACCOUNTS ACCOUNTS
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Law applicable to charitable companies in England and Wales requires Trustees to prepare accounts for each financial year which give a true and fair view of the charitable company’s financial activities during the year and of its financial position at the end of the year. In preparing accounts giving a true and fair view, the Trustees should follow best practice and:
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e select suitable accounting policies and then apply them consistently;
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e make judgements and estimates that are reasonable and prudent; e state whether the policies adopted are in accordance with the appropriate SORP on Accounting by Charities and the Accounting Regulations and with applicable accounting Standards subject to any material departures disclosed and explained in the financial statements; and
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® prepare accounts on the going concern basis unless it is inappropriate to presume that the charitable company will continue in operation.
The Trustees are responsible for keeping accounting records which disclose with reasonable accuracy the financial position of the charitable company and which enable them to ascertain the financial position of the charitable company and which enable them to ensure that the accounts comply with applicablehence law. They are also responsible for safeguarding the assetsof the charitable company and taking reasonable steps for the prevention and detection of fraud and other irregularities.
The Trustees confirm that the charitable company can meet all its obligations on all its funds, if not the Trustees will contribute sufficient capital to achieve this.
The report of the Trustees has been prepared in accordance with the special provisions relating to small companies of the Companies Act 2006 and Statements of Recommended Practice and the regulations made under section 130 of the Charities Act 2011, and was approved by the board on 17" October 2022 and signed on its behalf by Dr Ross Bryson.
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vo MEER (Chair)
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cc WPHT Annual Report & Accounts 2021-22
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The Whole Person Health Trust
Registered Charity No. 1098671 Company No. 04386014
LEGAL AND ADMINISTRATIVE INFORMATION
DIRECTORS AND TRUSTEES
The Directors of the company and the Trustees of the charity as of 31° March 2022 were:
Dr Ross Bryson Mr Jonathan Clark Dr Hilary Garraway Mrs Angela Painter
COMPANY SECRETARY
Timothy Herbert, Rowheath Pavilion, Heath Road, Birmingham B30 1HH
REGISTERED OFFICE
Rowheath Pavilion, Heath Road, Birmingham B30 1HH
SOLICITORS
None appointed
BANKERS
CAF Bank Ltd, 25 King’s Hill Avenue, King’s Hill, West Malling ME19 4JQ
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The Whole Person Health Trust
Registered Charity No. 1098671
Company No. 04386014
Sennen ee a ee
ee
The Whole Person Health Trust
Statement of Financiala A Activitiesa wig for the year ended 31°° st March 2022
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|---|---|---|---|---|---|---|---|---|---|
|2022|2021|
|Notes|Unrestrict|Restricted|Total|Unrestrict|Restricted|Total|
|ed|funds|funds|funds|ed|funds|funds|funds|
|£|£|£|£|£|£|
|INCOMING|RESOURCES|
|Charitable|activities|2|8,030|0|8,030|6,154|0|6,154|
|Donations|and|grants|3|15,050|15,346|30,396|800|9,500|10,300|
|Bank interest|3|10)|3|2|10)|2|
|TOTAL INCOMING|RESOURCES|23,083|15,346|38,429|6,956|9,500|16,456|
|OUTGOING|RESOURCES|
|Charitable|activities|4|10,362|2,675|13,037|7,532|10,820|18,352|
|Cost of generating funds|5|460|0|460|1,200|0|1,200|
|Governance costs|6|18|0|18|40|ie)|40|
|TOTAL OUTGOING|RESOURCES|10,840|2,675|13,515|8,772|10,820|19,592|
|NET INCOME|FOR THE YEAR|12,243|12,671|24,914|-1,816|-1,320|-3,136|
|FUNDS|BROUGHT FORWARD|2,682|is|2,697|4,498|1,335|5,833|
|FUNDS CARRIED FORWARD|14,925|12,686|27,611|2,682|15|2,697|
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The Whole Person Health Trust Balance sheet as at 31°° st March 2022
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|Notes|2022|2022|2021|2021|
|£|£|£|£|
|Fixed|assets|0|0|0|0|
|Current|assets:|debtors|8|1,200|1,890|
|Cash|at bank and|in|hand|27,611|2,697|
|Creditors|falling due within one year|0|(0)|
|Net current|assets|28,811|3,897|
|Net assets|28,811|5,238|
|Represented|by:|
|Unrestricted|funds|14,925|3,882|
|Designated|funds|0|0|
|Restricted|funds|9|12,686|15|
|TOTAL FUNDS|27,611|3,897|
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SignedChair of byTrustees Dr PH R Bryson TLVueQS, aS?
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The Whole Person Health Trust
Registered Charity No. 1098671 Company No. 04386014
Notes forming part of the Financial Statements for the year ended 31 March 2022
1. Accounting Policies
The principal accounting policies are summarised below. The accounting policies have been applied consistently throughout the year and in the preceding year.
(a) Basis of accounting: The financial statements have been prepared under the historical cost convention and in accordance with the Companies Act 1985 and the Statement of Recommended Practice: Accounting and Reporting by Charities issued in March 2005.
(b) Fund accounting:
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e Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity
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e Designated funds are unrestricted funds earmarked by the Directors for particular purposes. e Restricted funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of an appeal.
(c) Incoming resources: All incoming resources are included in the statement of financial activities when the charity is entitled to, and virtually certain to receive, the income and the amount can be quantified with reasonable accuracy. Income represents gifts and donations, all of which arises within the UK.
2. Charitable activities
Charitable activities are those carried out by the charity in pursuance of its charitable objectives. Most of the income generated was payment for attending a conference, retreat, or training seminar which were organised.
3. Donations
| Unrestricted | Restricted | Total | Total | |
|---|---|---|---|---|
| 2022 | 2022 | 2022 | 2021 | |
| £ | £ | £ | £ | |
| Various charitable trusts | 7,400 | 13,346 | 9,500 | |
| Individual donations | 7,650 | 2,000 | 800 | |
| TOTAL | 15,050 | 15,346 | 30,396 | 10,300 |
During the period donations totalling £600 were received from Trustees.
4. Total resources expended
| Unrestricted | Restricted | Total | Total | |
|---|---|---|---|---|
| 2022 | 2022 | 2022 | 2021 | |
| £ | £ | £ | £ | |
| Administration | 8,818 | 660 | 9,478 | 4,653 |
| ClO set up | 130 | 0 | 130 | 820 |
| Conference costs | 218 | 0 | 218 | 8.403 |
| Fundraising | 460 | 0 | 460 | 0 |
| Governance and Trustee expenses | 18 | 0 | 18 | 40 |
| Legal expenses | 53 | 0 | 53 | 0 |
| Office expenses | 347 | 0 | 347 | 335 |
| Publicity and printing | 0 | 0 | 0 | 0 |
| Restricted giving passed on | 2,000 | 0 | 2,000 | 5,000 |
| Travel | 4 | 0 | 4 | 0 |
| Website | 562 | 0 | 562 | 341 |
| Miscellaneous | 245 | ie} | 245 | - |
| TOTAL | 12,855 | 660 | 13,515 | 19,592 |
| ee | ee | ee | ee | 8 ee |
ee WPHT Annual Report & Accounts 2021-22
Registered Charity No. 1098671 Company No. 04386014
The Whole Person Health Trust
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- Employees The charity had no employees during the year. Two part-time volunteers coordinated the work of the ACGP but their total involvement comes to less than 1 FTE. All activities were supported by two part-time administrators, both of whom are self-employed and submit invoices for their remuneration. One of the administrators was paid to raise funds as well as to provide general administration and the total cost offundraising came to £460.
6. Directors’ Remuneration & Related Party Transactions
No Directors received any remuneration during the year and no travel costs were reimbursed (2021: nil). No Director or other person related to the charity had any personal interest in any contract or transaction entered into by the charity during the year (2021: nil).
- Taxation As a charity, WPHT is exempt from tax on income and gains falling within section 505 of the Income and Corporation Taxes Act 1988 and s256 of the Taxation of Chargeable Gains Act 1992 to the extent that these are applied to its charitable objects. No tax charges have arisen in the Charity.
8. Debtors
An outstanding debt of £1700 was brought forward from the previous year, representing deposits on Doctors’ Retreats which had not taken place and which had been paid to a conference centre which had gone into 9.administration.Movements inThisRestricted amount wasFunds finally recovered in April 2022.
Movements
| administration.Movements ThisRestricted amount wasFunds finally recoveredamount wasFunds finally recoveredfinally recoveredrecovered 9.administration.MovementsMovements inThisRestricted amount wasFunds finally recovered Restricted amount wasFunds finally recovered Funds finally recovered |
ThisRestricted amount wasFunds finally recoveredamount wasFunds finally recoveredfinally recoveredrecovered in April 2022.April 2022.2022. | in April 2022.April 2022.2022. | ||
|---|---|---|---|---|
| B/ffrom 20/21 |
Income 21/22 |
Expenditure 21/22 |
C/fto 2023 |
|
| £ | £ | £ | £ | |
| ACGPtrainingprogramme Hummingbird HopeGrenada WholeCareClO TOTAL |
0 0 is 15 |
1,000 12,346 2,000 15,346 |
660 0 2,015 2,675 |
340 12,346 0 12,686 |
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