## **Trustees' Annual Report for the period**
Period start date Period end date Day 01 Month 01 Year 2022 Day 31 Month 12 Year 2022
**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
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 (ifany)**|
|---|---|---|---|---|
||Juliet Hassard|Publications Officer|||
||Stavroula Leka|President|||
||||||
## **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)**
|**Type of**|**Name**|**Address**|
|---|---|---|
|**advisor**|||
## **Name of chief executive or names of senior staff members (Optional information)**
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Type of governing document (eg. trust deed, constitution) How the charity is constituted (eg. trust, association, company)
Constitution
Trust
**TAR**
1
December 2022
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 The principle objects of the Academy are: Summary of the objects of the** To promote the advancement of knowledge and education of the public in **charity set out in its** occupational health psychology to improve workplace health, safety and **governing document** 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; **Summary of the main d.** Provide grants of money or support in kind for the purpose of **activities in relation to these** promoting occupational health psychology; **e.** Arrange a biennial EAOHP conference to improve the scientific **objects** 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 of the proceedings and accounts of the Academy;
**TAR**
2
December 2022
**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
**Summary of the main achievements of the charity during the year**
- Delivered an international conference for 587 delegates (including 127 remote) (Bordeaux, France 2022).
- The conference was the first time the EAOHP organised the conference using a hybrid format, which was very well received by participants who could not travel to attend the conference. Based on the success of the conference, the EAOHP will endeavour to ensure that all future conferences also have a hybrid format.
- New Executive committee will carry out a strategic review of activity and systems which will ensure sustainability of EAOHP activities in the years to come.
## **Section E**
## **Financial review**
- The charity trustees maintain a minimum sum of £50,000 as a
- **Brief statement of the** reserve. **charity’s policy on reserves** • At the end of the financial year (01/01/2022-31/12/2022) the Academy had over £180,000 as reserve, held in its PayPal account in EURO and bank current account in GBP.
- • 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).
- **Details of any funds materially in deficit**
- At the end of the financial year (01/01/2022-31/12/2022) the Academy had over £180,000 as reserve, held in its PayPal account in EURO and bank current account in GBP.
- • 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**
3
December 2022
## **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).
- The principal sources of funds for the EAOHP are its biennial conference registration fee and its membership fee.
- Expenditure incurrent in 2022 as well in 2021 (non-conference year) ensure the organisation of its Conference in Bordeaux in 2022
- 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** 31/10/2023
**TAR**
December 2022
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** 01/01/2022 31/12/2022
|**Section A Receipts and payments**|**Section A Receipts and payments**|||||
|---|---|---|---|---|---|
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**73,296**
**19,519**
**-**
**37**
**-**
**-**
**-**
**-**
**92,852**
**-**
**-**
**-**
**92,852**
**2,668**
**461**
**6,948**
**25,228**
**131**
**2,770**
**1,063**
**-**
**39,269**
**-**
**-**
**-**
**39,269**
**53,583**
**-**
**130,188**
**183,771**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**73,296**
**19,519**
**-**
**37**
**-**
**-**
**-**
**-**
**92,852**
**-**
**-**
**-**
**92,852**
**2,668**
**461**
**6,948**
**25,228**
**131**
**2,770**
**1,063**
**-**
**39,269**
**-**
**-**
**-**
**39,269**
**53,583**
**-**
**130,188**
**183,771**|**Last year**
**to the nearest £**|
|Conference revenue|**73,296**||||**-**|
|Membershiprevenue|**19,519**||||**767**|
|Sponsorship|**-**||||**-**|
|Royalties|**37**||||**-**|
|Interest on reserve account|**-**||||**-**|
|Refunds|**-**||||**860**|
||**-**||||**-**|
||**-**||||**-**|
|**_Sub total_**_(Gross income for AR)_|**92,852**||||**1,627**|
|||||||
|**A2 Asset and investment sales, (see**
**table).**||||||
||**-**|||||
||**-**||||**-**|
|**_Sub total_**|**-**||||**-**|
|**_Total receipts_**
**A3 Payments**||||||
||||||**1,627**|
|||||||
|Conference refunds|**2,668**||||**1,163**|
|Printing|**461**||||**-**|
|Professional services|**6,948**||||**1,408**|
|Conference costs|**25,228**||||**5,016**|
|Bank fees / fraud|**131**||||**1,391**|
|Membershipcosts|**2,770**||||**-**|
|Awards|**1,063**||||**-**|
|Sponsorshipand External Relations|**-**||||**384**|
|**_Sub total_ **|**39,269**||||**9,362**|
|||||||
|**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_**||||||
||||||**9,362**|
|||||||
||**53,583**|**-**|**-**|**53,583**|**- 7,735**|
||**-**|**-**|**-**|**-**|**-**|
||**130,188**|**-**|**-**|**130,188**|**137,923**|
||**183,771**|**-**|**-**|**183,771**|**130,188**|
CCXX R1 accounts (SS)
31/10/2023
1
|**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**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
**B1 Cash funds**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**
**B3 Investment assets**|Signature
**Details**
**Details**
Current Account
Reserve Account
PayPal
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**7,481**
**-**
**-**
**-**
**176,290**
**-**
**183,771**
**-**
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|31/10/2023|
|||Juliet Hassard|12/09/2023|
CCXX R2 accounts (SS)
31/10/2023
2
## **Independent Examiner's 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 accounts of the charity for the year ended 31 December 2022.
## **Responsibilities and basis of report**
As the charity’s trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).
I report in respect of my examination of the charity’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
## **Independent examiner's statement**
Your attention is drawn to the fact that the charity has prepared financial statements in accordance with Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) in preference to the Accounting and Reporting by Charities: Statement of Recommended Practice issued on 1 April 2005 which is referred to in the extant regulations but has now been withdrawn.
I understand that this has been done in order for financial statements to provide a true and fair view in accordance with Generally Accepted Accounting Practice effective for reporting periods beginning on or after 1 January 2015.
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
1. accounting records were not kept in respect of the charity as required by section 130 of the Act; or
2. the accounts do not accord with those records.
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.
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.
Philip Handley FCA
HSKSG Chartered Accountants 3[rd] Floor, Butt Dyke House 33 Park Row Nottingham NG1 6EE
Dated: 31 October 2023