## **Trustees' Annual Report for the period**
Period start date Period end date Day 01 Month 01 Year 2020 Day 31 Month 12 Year 2020
**From**
**To**
Section A Reference and administration details
**Charity name** European Academy of Occupational Health Psychology
## **Other names charity is known by** EAOHP
**Registered charity number (if any)** 1115640
|**Charity's principal address**|c/o Division of Psychiatry and Applied Psychology, University|c/o Division of Psychiatry and Applied Psychology, University|
|---|---|---|
||of Nottingham, Yang Fujia Building, Jubilee Campus,
Wollaton Road, Nottingham||
||**Postcode**|**NG8 1BB**|
## **Names of the charity trustees who manage the charity**
|1
2
3|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**|
|---|---|---|---|---|
||Juliet Hassard||||
||Stavroula Leka|Finance Director|||
||||||
## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
## **Names and addresses of advisers (Optional information)**
|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|
|---|---|---|
|**Type of**
**advisor**
**Name**
**Address**|||
||||
||||
||||
||||
|**Name of chief executive or names of senior staff members (Optional information)**|||
**Section B Structure, governance and management**
## **Description of the charity’s trusts**
Constitution Type of governing document (eg. trust deed, constitution) Trust How the charity is constituted (eg. trust, association, company)
**TAR**
December 2020
1
Appointed by Trustee and Executive Committee Trustee selection methods (eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- Policies and procedures adopted for the induction and training of trustees.
- The charity’s organisational structure and any wider network with which the charity works.
- Relationship with any related parties.
- Trustees’ consideration of major risks and the system and procedures to manage them.
|**Section C**
|**Objectives and activities**|
|---|---|
|**Summary of the objects of the**
**charity set out in its**
**governing document**
**Summary of the main**
**activities in relation to these**
**objects**||
||**The principle objects of the Academy are:**
To promote the advancement of knowledge and education of the public in
occupational health psychology to improve workplace health, safety and
wellbeing.|
||**PURSUANCE OF OBJECTS**
In pursuance of this purpose, and no other, the Executive Committee of
the Academy exercises the following powers:
**a.** Maintain a code of conduct for the guidance of members and
contributors;
**b.** Keep a list of members with such particulars as the Executive
Committee shall decide;
**c.** Link occupational health psychology societies throughout the
world
and
co-operate
with
international
and
national,
governmental and non-governmental bodies with a view to
promote the purpose of the Academy;
**d.** Provide grants of money or support in kind for the purpose of
promoting occupational health psychology;
**e.** Arrange a biennial EAOHP conference to improve the scientific
debate on the promotion of occupational health psychology and
well-being
and
produce
high
quality
books
and
scientific
proceedings to accompany this event;
**f.** Arrange, provide for, or join in arranging and providing for the
organisation
of
other
conferences,
national
or
international
exhibitions,
meetings,
lectures,
classes
and
discussions
on
subjects of general and specific relevance to occupational health
psychology;
**g.** Print, publish and circulate, gratuitously or otherwise, and sell,
lend, issue and distribute, gratuitously or otherwise, papers,
treatises, books, pamphlets, leaflets, or communications made by
the Academy, or documents relating to the Academy, and any
reports ofthe proceedings and accounts oftheAcademy;|
**TAR**
December 2020
2
- **h.** Produce a newsletter style publication, the Occupational Health Psychologist, three times per annum, or as deemed appropriate by the Executive Committee for dissemination to constituent groups;
- **i.** Develop an affiliation with international journals in areas relevant to occupational health psychology; **l.** Invite and collect subscriptions and donations to the funds of the Academy by any lawful means.
## **Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
- Policy on grantmaking
- Policy programme related investment
- Contribution made by Volunteers
## Section D
## Achievements and performance
- Delivered an international conference for some 245 delegates
- **Summary of the main** (Online – from Nicosia, Cyprus 2020). The face to face
- **achievements of the charity** conference was originally scheduled in April 2020 and was
- **during the year** eventually postponed and organised as an online event in September 2020.
- **Section E Financial review** The charity trustees maintain a minimum sum of £4,975 as a
- **Brief statement of the** reserve. **charity’s policy on reserves** At the end of the financial year (01/01/2020-31/12/2020) the Academy had over £10,000 as reserve, held in its PayPal account in EURO, which will be transferred to a new EURO bank account in 2021.
- Reserves are held in order to meet fluctuations in receipts or payments, to meet specific future needs, and to cover events and situations that may arise (contingencies and risks).
**TAR**
December 2020
3
**Details of any funds materially in deficit**
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- The charity’s principal sources of funds (including any fundraising).
- How expenditure has supported the key objectives of the charity.
- Investment policy and objectives including any ethical investment policy adopted.
## **Section F**
## **Other optional information**
## **Section G**
## **Declaration**
## **The trustees declare that they have approved the trustees’ report above.**
## **Signed on behalf of the charity’s trustees**
**Signature(s) Full name(s)** Professor Stavroula Leka Dr Juliet Hassard **Position (eg Secretary, Chair, etc)**[Secretary] **Date** 28/04/2021
**TAR**
December 2020
4
**Charity Name No (if any) European Academy of Occupational Health Psychology 1115640 Receipts and payments accounts CC16a For the period** Period start date Period end date **To from** 01/01/2020 31/12/2020
## **Section A Receipts and payments**
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**62,531**
**15,911**
**16**
**1,431**
**4**
**-**
**-**
**-**
**79,893**
**-**
**-**
**-**
**79,893**
**19,912**
**-**
**448**
**30,086**
**35**
**7,817**
**-**
**-**
**58,298**
**-**
**-**
**-**
**58,298**
**21,595**
**-**
**116,327**
**137,922**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**62,531**
**15,911**
**16**
**1,431**
**4**
**-**
**-**
**-**
**-**
**79,893**
**-**
**-**
**-**
**79,893**
**19,912**
**-**
**448**
**30,086**
**35**
**7,817**
**-**
**-**
**58,298**
**-**
**-**
**-**
**58,298**
**21,595**|**Total funds**
**to the nearest £**
**62,531**
**15,911**
**16**
**1,431**
**4**
**-**
**-**
**-**
**-**
**79,893**
**-**
**-**
**-**
**79,893**
**19,912**
**-**
**448**
**30,086**
**35**
**7,817**
**-**
**-**
**58,298**
**-**
**-**
**-**
**58,298**
**21,595**|**Last year**
**to the nearest £**|
|---|---|---|---|---|---|---|
|Conference revenue|**62,531**|||||**10,889**|
|Membershiprevenue|**15,911**|||||**3,340**|
|Sponsorship|**16**|||||**17**|
|Refunds received|**1,431**|||||**328**|
|Interest on reserve account|**4**|||||**10**|
|||||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
|**_Sub total_**_(Gross income for AR)_|**79,893**|||||**14,584**|
||||||||
|**A2 Asset and investment sales,**
**(see table).**|||||||
||**-**||||||
||**-**|||||**-**|
|**_Sub total_**|**-**|||||**-**|
|**_Total receipts_**
**A3 Payments**|||||||
|||||||**14,584**|
||||||||
|
Conference refunds|**19,912**|||||**-**|
|Printing|**-**|||||**-**|
|Professional services|**448**|||||**448**|
|Conference costs|**30,086**|||||**20,319**|
|Bank Fees/Fraud|**35**|||||**248**|
|Membershipcosts|**7,817**|||||**4,372**|
|Awards|**-**|||||**-**|
|External Relations and sponsorship|**-**|||||**18,095**|
|**_Sub total_ **|**58,298**|||||**43,482**|
||||||||
|**A4 Asset and investment**
**purchases (see table)**|||||||
|**,**|**-**||||||
||**-**||||||
|**_Sub total_ **|**-**|||||**-**|
|**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|||||||
|||||||**43,482**|
||||||||
||**21,595**|**-**|**-**|
**21,595**||**- 28,898**|
||**-**|**-**|**-**|**-**||**-**|
||**116,327**|**-**|**-**|**116,327**||**-**|
||**137,922**|**-**|**-**|**137,922**||**- 28,898**|
CCXX R1 accounts (SS)
13/09/2021
1
|**Section B Statement of assets and liabilities at the end of the**|**Section B Statement of assets and liabilities at the end of the**|**Section B Statement of assets and liabilities at the end of the**|**period**||
|---|---|---|---|---|
|**Categories**
Signed by one or two trustees on behalf
of all the trustees
**B5 Liabilities**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**|**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
Current Account
Reserve Account
PayPal
**Details**
**Details**
**Details**
Signature|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**1,209**
**-**
**-**
**-**
**136,713**
**-**
**137,922**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
Stavroula Leka
Juliet Hassard||**Endowment**
**funds**
**to nearest £**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||OK|
|||||**Endowment**
**funds**
**to nearest £**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**Current value**
**(optional)**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**Current value**
**(optional)**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**When due**
**(optional)**|
||||||
||||||
||||||
||||||
||||||
||||||
|||||Date of
approval|
|||Stavroula Leka||28/04/2021|
|||Juliet Hassard||28/04/2021|
CCXX R2 accounts (SS)
13/09/2021
2
Independont Examinerfs Report to the Trustees of
European Academy of Occupational Health Psychology
I report to the charity trustees on my examination of the receipts and payments accounls of
the charity for the year ended 31 December 2020.
Rosponsibilities and basis of report
As the charity's trustees you are responsible for the preparation of the accounls in accordance
with the requirements of the Charities Acl 20111.the Acl.).
I report in respecl of my examination of the charity's accounts carrd out under section 145
of the Act and in carrying out my examinalion I have followed all the applicable Directions
given by the Charity Commission under section 14515Xb) of the Act.
Independent •xaminerfs statement
I h8ve completed my examinalion. I confirm that no material malters have come to my
attention in connection with the examination giving me cause to believe that in any material
respect:
aGwunting records were not kepl in resped of the tharity as required by section 130 of
the Act., or
2. the accounts do not accord with those recx)rds.
I have no concems and have come across no other matters in o)nnectson with the examination
to which attention should be drawn in this report in order to enable a prop8r understanding of
the accounts to be reached.
NINXA L
Neil Burgin FCA
HSKSG
3 floor, Butt Dyke House
33 Park Row
Noltingham
NG16EE
Date.. 3110812021