## **Trustees’ Annual Report for the period** **From 01 January 2024** **To 31 December 2024** **Charity name: European Academy of Occupational Health Psychology** ## **Charity registration number: 1115640** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|The EAOHP exists to advance the
discipline of occupational health
psychology across Europe| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|The EAOHP exists to support research,
education, and professional practice across
Europe. This is achieved through a biennial
conference, academic and practitioner-
oriented publications, and the provision of
small grants to individuals and groups.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The Trustees have read and have had
regard to the guidance issued by the
Charity Commission on public benefit.| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |||N/A| ||Para 1.38|| |Policy on grant making||| |||N/A| ||Para 1.38|| |Policy on social investment||| |including program related||| |investment||| |||N/A| ||Para 1.38|| |Contribution made by||| |volunteers||| |Other||| 1 ## **Achievements and Performance** ||SORP reference|| |---|---|---| |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|In this year, a key achievement was our
biannual conference in Granada, Spain,
welcoming 785 delegates from 25
countries. With over 750 presentations
delivered across four days in a hybrid
format, the event fostered international
knowledge exchange in OHP, supported
early career researchers, and strengthened
links between research and practice. We
joined the European Federation of
Psychologists’ Associations, contributing to
the advancement of psychology across
Europe. Member activities were supported
through initiatives such as a podcast series
grant, helping showcase research to a
broader public audience. The charity also
engaged in policy-level discussions on
psychosocial wellbeing, including a high-
profile conference in Brussels hosted by
the Belgian Presidency of the Council of
the EU. These efforts have helped raise
awareness of mental health challenges in
workplaces and promoted evidence-based
approaches to wellbeing, benefiting both
our members and society more widely.| |**Additional information (optional)**
You may choose to include further statements|**Additional information (optional)**
You may choose to include further statements|where relevant about:| |---|---|---| |Achievements against
objectives set|Para 1.41|The Charity successfully ran the EAOHP
2024 conference in Granada, Spain. It also
awarded a small grant of EUR 2,000.| |Performance of fundraising
activities against objectives
set|Para 1.41|N/A| |Investment performance
against objectives|Para 1.41|N/A| |Other||| 2 ## **Financial Review** |Review of the charity’s
financial position at the end
of the period|Para 1.21|The charity has no fixed ongoing financial
commitments and thus has at its disposal
the current assets held in the bank. There
are minimal running costs.| |---|---|---| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The charity operates a single unrestricted
General Fund. All income received during
the year was applied to support the
Academy’s charitable objectives, including
governance, member engagement,
research dissemination, and programme
development. The trustees are satisfied
that the fund remains sufficient to meet
ongoing commitments and strategic
priorities.| |Amount of reserves held|Para 1.22|As of 31 December 2024, the General
Fund balance was £349,181.88.| |Reasons for holding zero
reserves|Para 1.22|N/A| |Details of fund materially in
deficit|Para 1.24|N/A| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|None| ## **Additional information (optional)** You may choose to include further statements where relevant about: |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|The biannual conference is the main
source of income.| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|N/A| |A description of the principal
risks facing the charity|Para 1.46|N/A| |Other||| 3 ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Constitution| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|Unincorporated association| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|Existing trustees are responsible for the
recruitment of new trustees.| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Policies and procedures
adopted for the induction
and training of trustees|Para 1.51|N/A| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|The Charity’s organisational structure is
publicly available on our website at
https://eaohp.org/about-us/the-eaohp/| |Relationship with any
related parties|Para 1.51|N/A| |Other||| ## **Reference and Administrative details** |Charity name|European Academy of Occupational Health Psychology| |---|---| |Other name the charity uses|EAOHP| |Registered charity number|1115640)| |Charity’s principal address|Division of Psy. & App. Psychology
Level B, YANG Fujia Building
University of Nottingham
Wollaton Road
Nottingham
NG8 1BB
The United Kingdom| 4 ## **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Stavroula Leka||N/A|| ||Juliet Hassard||N/A|| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – Corporate trustees names of the directors at the date the report was approved **Director name** Name of trustees holding title to property belonging to the charity **Trustee name Dates acted if not for whole year** 5 ## **Funds held as custodian trustees on behalf of others** Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** |**Type of**|**Name**|**Address**| |---|---|---| |**adviser**||| ## **Name of chief executive or names of senior staff members (Optional information)** Kevin Teoh, Executive Officer Luis Torres, Finance Director Aditya Jain, External Relations Officer ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details N/A ## **Other optional information** 6 ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s) Full name(s)** Prof Stavroula Leka Dr Juliet Hassard ~~a~~ **Position (eg Secretary,** President Publications Officer **Chair, etc)** ~~ee~~ **Date** 05/09/2025 ~~PO~~ 7 ## **Independent examiner's report on the accounts** **Section A Independent Examiner’s Report** **----- Start of picture text -----**
Report to the trustees Charity Name
European Academy of Occupational Health Psychology
On accounts for the year 31/12/2024 Charity no 1115640
ended (if any)
Set out on pages 11 - 22
(remember to include the page numbers of additional sheets)
**----- End of picture text -----**
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **31/12/2024** . As the charity's trustees, you are responsible for the preparation of the accounts in **Responsibilities and basis of** accordance with the requirements of the Charities Act 2011 (“the Act”). **report** I report in respect of my examination of the Trust’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. 8 **Independent examiner's statement** [The charity’s gross income exceeded £250,000 and I am qualified to undertake the examination by being a qualified member of Institute of Financial Accountants I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect: - the accounting records were not kept in accordance with section 130 of the Charities Act; or - the accounts did not accord with the accounting records; or - the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 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. **----- Start of picture text -----**
Date: 30/09/2025
Signed:
-
M.H Tuffaha AFA
Name:
Sterling Gate Accountants
oo
Relevant professional Institute of Financial Accountants
qualification(s) or body (if
any):
a
Address: 3 [rd] Floor 86-90 Paul Street
London
**----- End of picture text -----**
EC2A 4NE 9 ## **Section B Disclosure** Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). **Give here brief details of any items that the examiner wishes to disclose** . 10 |**Recommended categories by**
**activity**||Guidance Notes|**Unrestricted**
**funds**|**Restricted**
**income**
**funds**|**Endowment**
**funds**|**Total funds **|**Prioryear funds**| |---|---|---|---|---|---|---|---| ||||**£**|**£**|**£**|**£**|**£**| |**Incoming resources(Note 3)**|||F01|F02|F03|F04|F05| |**Income and endowments from:**|||||||| |Donations and legacies||S01|-|-|-|-|-| |Charitable activities||S02|380,608|-|-|380,608|10,485| |Other trading activities||S03||-|-|-|-| |Investments||S04||-||-|-| |Separate material item of income||S05||-|-|-|-| |Other||S06|3,903|-|-|3,903|22| |**_Total_**||S07|384,511|-|-|384,511|10,507| |**Resources expended(Note 6)**|||||||| |**Expenditure on:**|||||||| |Raising funds||S08|-|-|-|-|-| |Charitable activities||S09|177,579|-|-|177,579|30,367| |Separate material item of expense||S10|-|-|-|-|-| |Other||S11|7,577|-|-|7,577|-| |**_Total_**||S12|185,156|-|-|185,156|30,367| ||||||||| |**Net income/(expenditure) before investment**
**gains/(losses)**||S13|199,354|-|-|199,354|19,860
-| |Netgains/(losses)on investments||S14|-|-|-|-|-| |**Net income/(expenditure)**||S15|199,354|-|-|199,354|19,860
-| |**Extraordinary items**||S16|-|-|-|-|-| |**Transfers between funds**||S17|-|-|-|-|-| |**Other recognised** **gains/(losses):**|||||||| |Gains and losses on revaluation of fixed assets for the charity’s
ow n use||S18|-|-|-|-|-| |Other gains/(losses)||S19|4,482
-|-|-|4,482
-|| |**_Net movement in funds_**||S20|194,872|-|-|194,872|19,860
-| ||||||||| |**_Reconciliation of funds:_**|||||||| |Total funds brought forw ard||S21|154,310|-|-|154,310|174,170| |**_Total funds carried forward_**||S22|349,182|-|-|349,182|154,310| 11 |Charity Name: European Academy of Occupational Health
Psychology
~~=SS——~~|Charity Name: European Academy of Occupational Health
Psychology
~~=SS——~~|CharityNo
~~=SS——~~|1115640
~~=SS——~~|1115640
~~=SS——~~|1115640
~~=SS——~~|1115640
~~=SS——~~|~~=SS——~~| |---|---|---|---|---|---|---|---| |||CompanyNo
~~=SS——~~|~~=SS——~~||||~~=SS——~~| |Annual accounts for theperiod
~~=SS——~~|Period start date: 01/01/2024
~~=SS——~~|||To period end date: 31/12/2024
~~=SS——~~|||~~=SS——~~| |**Unrestricted**
**funds**
**Restricted**
**income**
**funds**
**Endowment**
**funds**
**Total this**
**year**
**Total last**
**year**
**Section B Balance sheet**
Guidance note
~~=SS——~~|||||||| ||||||||~~=SS——~~| |||**£**|**£**|**£**|**£**|**£**|| |**Fixed assets**|~~=====~~|F01
~~=====~~|F02
~~=====~~|F03
~~=====~~|F04
~~=====~~|F05
~~=====~~|| |**Intangible assets(Note 15)**|B01
~~=====~~|- - -
~~=====~~|- - -
~~=====~~|- - -
~~=====~~|-
~~=====~~|-
~~=====~~|| |**Tangible assets(Note 14)**|B02
~~=====~~|- - -
~~=====~~|- - -
~~=====~~|- - -
~~=====~~|-
~~=====~~|-
~~=====~~|| |**Heritage assets(Note 16)**|B03
~~=====~~|- - -
~~=====~~|- - -
~~=====~~|- - -
~~=====~~|-
~~=====~~|-
~~=====~~|| |**Investments(Note 17)**|B04
~~=====~~|- - -
~~=====~~|- - -
~~=====~~|- - -
~~=====~~|-
~~=====~~|-
~~=====~~|| |**_Total fixed assets_**|B05
~~=====~~|- - -
~~=====~~|- - -
~~=====~~|- - -
~~=====~~|-
~~=====~~|-
~~=====~~|| |**Current assets**|~~=====~~
~~een~~|~~=====~~
~~een~~|~~=====~~
~~een~~|~~=====~~
~~een~~|~~=====~~
~~een~~|~~=====~~
~~een~~|| |**Stocks(Note 18)**|B06
~~een~~|- - -
~~een~~|- - -
~~een~~|- - -
~~een~~|-
~~een~~|-
~~een~~|| |**Debtors(Note 19)**|B07
~~een~~|- - -
~~een~~|- - -
~~een~~|- - -
~~een~~|-
~~een~~|-
~~een~~|| |**Investments(Note 17.4)**|B08
~~een~~|- - - -
~~een~~|- - - -
~~een~~|- - - -
~~een~~|- - - -
~~een~~|-
~~een~~|| |**Cash at bank and in hand(Note 24)**|B09
~~een~~|349,182 - -
~~een~~|182 - -
~~een~~|182 - -
~~een~~|349,182
~~een~~|154,310
~~een~~|| |**_Total current assets_**|B10
~~een~~|349,182 - -
~~een~~|182 - -
~~een~~|182 - -
~~een~~|349,182
~~een~~|154,310
~~een~~|| ||~~een~~|~~een~~|~~een~~|~~een~~|~~een~~|~~een~~|| |**Creditors: amounts falling due within**
**oneyear(Note 20)**|B11
~~een~~|- - - -
~~een~~|- - - -
~~een~~|- - - -
~~een~~|- - - -
~~een~~|-
~~een~~|| ||~~een~~|~~een~~|~~een~~|~~een~~|~~een~~|~~een~~|| |**_Net current assets/(liabilities)_**|B12|349,182 - - 349|182 - - 349|182 - - 349|182 - - 349,182|154,310|| ||||||||| |**_Total assets less current liabilities_**|B13|349,182 -|349,182 -|**-**|349,182|154,310|| ||~~===_=~~|~~===_=~~|~~===_=~~|~~===_=~~|~~===_=~~|~~===_=~~|| |**Creditors: amounts falling due after**
**oneyear(Note 20)**|B14
~~===_=~~|- - - -
~~===_=~~|- - - -
~~===_=~~|- - - -
~~===_=~~|- - - -
~~===_=~~|-
~~===_=~~|| |**Provisions for liabilities**|B15
~~===_=~~|- - -
~~===_=~~|- - -
~~===_=~~|- - -
~~===_=~~|-
~~===_=~~|-
~~===_=~~|| ||~~===_=~~|~~===_=~~|~~===_=~~|~~===_=~~|~~===_=~~|~~===_=~~|| |**_Total net assets or liabilities_**|B16
~~===_=~~|349,182 - - 349
~~===_=~~|182 - - 349
~~===_=~~|182 - - 349
~~===_=~~|182 - - 349,182
~~===_=~~|154,310
~~===_=~~|| |**Funds of the Charity**|~~===_=~~
~~=~~|~~===_=~~
~~=~~|~~===_=~~
~~=~~|~~===_=~~
~~=~~|~~===_=~~
~~=~~|~~===_=~~
~~=~~|~~=~~| |**Endowment funds(Note 27)**|B17
~~=~~|-
~~=~~|~~=~~|~~=~~|-
-
349,182
-
~~=~~|-
~~=~~|~~=~~| |**Restricted income funds (Note 27)**|B18
~~=~~|- -
~~=~~|- -
~~=~~|~~=~~||-
~~=~~|~~=~~| |**Unrestricted funds**|B19
~~=~~|349,182
~~=~~|~~=~~|-
~~=~~||-
~~=~~|| |**Revaluation reserve**|B20
~~=~~|~~=~~|~~=~~|~~=~~||~~=~~|| |**Fair value reserve**|B21
~~=~~|~~=~~|~~=~~|~~=~~||~~=~~|| |**_Total funds_**|B22
~~=~~|349,182 - - 349
~~=~~|182 - - 349
~~=~~|182 - - 349
~~=~~|182 - - 349,182
~~=~~|-
~~=~~|~~=~~| ||~~=~~|~~=~~|~~=~~|~~=~~|~~=~~|~~=~~|~~=~~| |**_The company was entitled to exemption from audit under s477 of the Companies Act 2006 relating to small companies._**|||||||| ||||||||| |**_The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act_**
**_2006._**|||||||| ||||||||| |**_The directors acknowledge their responsibilities for complying with the requirements of the Companies Act with respect_**|||||||| ||||||||| |**_These accounts have been prepared in accordance with the provisions applicable to small companies subject to the_**
**_small companies regime and in accordance with FRS102 SORP._**|||||||| ||||||||| |Signed by one or two trustees/directors on behalf of all the trustees/directors|||~~=~~|||Date of approval
05/09/2025
~~=~~|| ||||~~=~~|||~~=~~|| ||||Stavroula Leka
~~=~~|||~~=~~|| ||||~~=~~|~~=~~|~~=~~|~~=~~|~~=~~| |Signature of director authenticating accounts being sent to Companies House|||~~=~~|||Date 05/09/2025
~~=~~|| ||||~~=~~|||~~=~~|| ||||Luis Torres
~~=~~|||~~=~~|| 12 Section C Notes to the accounts Note 1 Basis of preparation This section should be completed by all charities. 1.1 Basis of accounting These accounts have been prepared under the historical cost ¢onventDn wilh items recognised al cost or transaclion value unless olherwise stated in Ihe relevanl nole{s) to these accounts. The accounts have been prepared in accordance wrth: Ihe Stalement of Recom mended Practs"ce.' Accounting and Reporting by Charrtles preparing ther accounts in accordance wtth the Financial Reporting Standard applicable in the UK and Republic of Ireknd IFRS 1021 issued on 16 July 2014 and wlth. and with" the Financial Reportwig Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) and with the CharitEs Act 2011. The charity constttutes a Publ￿ benefft entity as defined by FRS 102." -Tick as 4)pr(4)riate 1.2 Going concern there are material uncertainties related to events or conditions that cast signrficant doubt on the charity& ability to continue as a going concern, please provide the following details or state "Not applicable", rfappropriate." An explanation as to those faclors thal support the conclusion thal the charty is going concem; Disclosure of any uncertainties that make the going concern assum Ption doubtlul: Where accounts are not prepared on going concern basis. please disclose this fact together with the basis on which the trustees prepared the accounts and the reason why the charity is not regarded as going concem. 1.3 Change of accounting policy The accounts present a true and fair VEW and the accounting polcies adopted are those outlined in note { }- Yes" -Tick as arvr(yriate No" Please disclose." The ch￿tY has adcued the preparalicn of acco￿15 on the accruas basis, [￿laCIng recwpts aTrJ payments accounts preM￿SlY [K￿red. (l) the nature of the change In accountlng pollcy.. (11) the reasons why applylng the new accountlng policy pmvides more reliable and more relevant Information," and The (￿aritY inc(￿le exc*Jed the inccme threshold al which It was required lo piepare accrud accounts (iii) the amount of the adjustment ft)r each line affected in the cu￿ent period. each priorperiod presented and the aggregate amount of the adjustment relating to periods before those presented, 3.44 FRS 102 SORP. Please refer to N2.1 13 ## **1.4 Changes to accounting estimates** No changes to accounting estimates have occurred in the reporting period (3.46 FRS 102 SORP). |**1.4 Changes to accounting estimates**|**1.4 Changes to accounting estimates**|**1.4 Changes to accounting estimates**|**1.4 Changes to accounting estimates**|**1.4 Changes to accounting estimates**|**1.4 Changes to accounting estimates**| |---|---|---|---|---|---| |No changes to accounting estimates have occurred in the reporting period (3.46 FRS 102 SORP).|||||| |Yes*||* -Tick as appropriate|||| |No*|✓||||| ||||||| |**_Please disclose:_**|||||| |**_(i) the nature of any changes;_**|||||| |**_(ii) the effect of the change on income and expense or_**
**_assets and liabilities for the current period; and_**|||||| |**_(iii) where practicable, the effect of the change in one_**
**_or more future periods._**|||||| ||||||| |**1.5 Material prior year errors**|||||| |No material prior year error have been identified in the reporting period (3.47 FRS 102 SORP).|||||| |Yes*||* -Tick as appropriate|||| |No*|✓||||| ||||||| |**_Please disclose:_**|||||| |**_(i) the nature of the prior period error;_**|||||| |**_(ii) for each prior period presented in the accounts,_**
**_the amount of the correction for each account line_**
**_item affected; and_**|||||| |**_(iii) the amount of the correction at the beginning of_**
**_the earliest prior period presented in the accounts._**|||||| 14 |**Volunteer help**|The value of any voluntary help received is not included in the accounts but is
described in the trustees’ annual report.|| |---|---|---| |||| |**Income from interest,**
**royalties and dividends**|This is included in the accounts when receipt is probable and the amount receivable
can be measured reliably.|| |||| |**Income from**
**membership**
**subscriptions**|Membership subscriptions received in the nature of a gift are recognised in Donations
and Legacies.|| |||| ||Membership subscriptions which gives a member the right to buy services or other
benefits are recognised as income earned from the provision of goods and services as
income from charitable activities.|| |||| |**Settlement of insurance**
**claims**|Insurance claims are only included in the SoFA when the general income recognition
criteria are met (5.10 to 5.12 FRS102 SORP) and are included as an item of other
income in the SoFA.|| |||| |**Investment gains and**
**losses**|This includes any realised or unrealised gains or losses on the sale of investments
and any gain or loss resulting from revaluing investments to market value at the end of
theyear.|| |||| |**2.3 EXPENDITURE AND LIABILITIES**||| |**Liability recognition**|Liabilities are recognised where it is more likely than not that there is a legal or
constructive obligation committing the charity to pay out resources and the amount of
the obligation can be measured with reasonable certainty.|| |||| |**Governance and**
**support costs**|Support costs have been allocated between governance costs and other support.
Governance costs comprise all costs involving public accountability of the charity and
its compliance with regulation and good practice.|| |||| ||Support costs include central functions and have been allocated to activity cost
categories on a basis consistent with the use of resources, eg allocating property
costs by floor areas, or per capita, staff costs by the time spent and other costs by
their usage.|| |||| |**Grants with performance**
**conditions**|
Where the charity gives a grant with conditions for its payment being a specific level
of service or output to be provided, such grants are only recognised in the SoFA once
the recipient of the grant has provided the specified service or output.|| |||| |**Grants payable without**
**performance conditions**|Where there are no conditions attaching to the grant that enables the donor charity to
realistically avoid the commitment, a liability for the full funding obligation must be
recognised.|| |||| |**Redundancy cost**|The charity made no redundancy payments during the reporting period.|| |||| |**Deferred income**|No material item of deferred income has been included in the accounts.|| |||| |**Creditors**|The charity has creditors which are measured at settlement amounts less any trade
discounts|| |||| |**Provisions for liabilities**|A liability is measured on recognition at its historical cost and then subsequently
measured at the best estimate of the amount required to settle the obligation at the
reportingdate|| |||| |**Basic financial**
**instruments**|The charity accounts for basic financial instruments on initial recognition as per
paragraph 11.7 FRS102 SORP. Subsequent measurement is as per paragraphs
11.17 to 11.19,FRS102 SORP.|| |||| 15 **----- Start of picture text -----**
2.4 ASSETS
Tangible fixed assets for These are capitalised if they can be used for more than one year, and cost at least
use by charity
They are valued at cost.
The depreciation rates and methods used are disclosed in note 9.2.
Intangible fixed assets The charity has intangible fixed assets, that is, non-monetary assets that do not have
physical substance but are identifiable and are controlled by the charity through
custody or legal rights. The amortisation rates and methods used are disclosed in
note 9.5
They are valued at cost.
Heritage assets The charity has heritage assets, that is, non-monetary assets with historic, artistic,
scientific, technological, geophysical or environmental qualities that are held and
maintained principally for their contribution to knowledge and culture. The
depreciation rates and methods used as disclosed in note 9.6.1.4.
They are valued at cost.
Investments Fixed asset investments in quoted shares, traded bonds and similar investments are
valued at initially at cost and subsequently at fair value (their market value) at the
year end. The same treatment is applied to unlisted investments unless fair value
cannot be measured reliably in which case it is measured at cost less impairment.
Investments held for resale or pending their sale and cash and cash equivalents with a
maturity date of less than 1 year are treated as current asset investments
Stocks and work in
Stocks held for sale as part of non-charitable trade are measured at the lower or cost or net realisable value.
progress
Goods or services provided as part of a charitable activity are measured at net realisable value based on the service
potential provided by items of stock.
Work in progress is valued at cost less any foreseeable loss that is likely to occur on the contract.
Debtors (including trade debtors and loans receivable) are measured on initial recognition at settlement amount
Debtors after any trade discounts or amount advanced by the charity. Subsequently, they are measured at the cash or
other consideration expected to be received.
The charity has has investments which it holds for resale or pending their sale and cash and cash equivalents with
Current asset
a maturity date less than one year. These include cash on deposit and cash equivalents with a maturity date of
investments
less than one year held for investment purposes rather than to meet short term cash commitments as they fall due.
They are valued at fair value except where they qualify as basic financial instruments.
**----- End of picture text -----**
16 **Section C Notes to the accounts (cont)** |||||||| |---|---|---|---|---|---|---| |**Note 3**|**Analysis of income**|||||| ||**Analysis**|**Unrestricted**
**funds**|**Restricted**
**income**
**funds**|**Endowment**
**funds**|**Total funds**|**Prioryear**| ||||||**£**|**£**| |**Donations**
**and**
**legacies:**|Donations and gifts|-|-|-|-|-| ||Gift Aid|-|-|-|-|-| ||Legacies|-|-|-|-|-| ||General grants provided by
government/other charities|-|-|-|-|-| ||Membership subscriptions and
sponsorships which are in substance
donations|-|-|-|-|| ||Donatedgoods,facilities and services|-|-|-|-|-| ||Other|-|-|-|-|-| ||**Total**|-|-|-|-|-| |||||||| |**Charitable**
**activities:**|Conference revenue|306,233|-|-|306,233|8,521| ||Membership revenue|1,463|-|-|1,463|1,964| ||Research projects|72,912|-|-|72,912|-| ||Other|3,903|-|-|3,903|-| ||**Total**|384,511|-|-|384,511|10,485| |||||||| |**Other**
**trading**
**activities:**||-|-|-|-|-| |||-|-|-|-|-| |||-|-|-|-|-| ||Other|-|-|-|-|-| ||**Total**|-|-|-|-|-| |||||||| |**Income from**
**investments:**|Interest income|-|-|-|-|-| ||Dividend income|-|-|-|-|-| ||Rental and leasing income|-|-|-|-|-| ||Other|-|-|-|-|-| ||**Total**|-|-|-|-|-| |||||||| |**Separate**
**material item**
**of income:**||-|-|-|-|-| |||-|-|-|-|-| |||-|-|-|-|-| |||-|-|-|-|-| ||**Total**|-|-|-|-|-| |||||||| |**Other:**|Conversion of endowment funds into
income|-|-|-|-|-| ||Gain on disposal of a tangible fixed asset
held for charity's own use|-|-|-|-|-| ||Gain on disposal of a programme related
investment|-|-|-|-|-| ||Royalties from the exploitation of intellectual
property rights|-|-|-|-|22| ||Other|-|-|-|-|-| ||**Total**|-|-|-|-|22| |||||||| |**TOTAL INCOME**||384,511|-|-|384,511|10,507| 17 ## **Section C Notes to the accounts (cont)** ||||||||||| |---|---|---|---|---|---|---|---|---|---| |**Note 6 Analysis of expenditure**|||||||||| |||**Thisyear**|||||**Lastyear**||| |**Analysis**||**Unrestricted**
**funds**|
**Restricted**
**income**
**funds**|**Endowment**
**funds**|**Total funds**|**Unrestricted**
**funds**|
**Restricted**
**income**
**funds**|**Endowment**
**funds**|**Total funds**| |**Expenditure on raising funds:**|||||**£**||||**£**| |Incurred seeking donations||-|-|-|-|-|-|-|-| |Incurred seeking legacies||-|-|-|-|-|-|-|-| |Incurred seeking grants||-|-|-|-||||-| |Operating membership schemes and
social lotteries||-
|-|-|-||||-| |Staging fundraising events||-|-|-|-||||-| |Fudraising agents||-|-|-|-||||-| |Operating charity shops||-|-|-|-||||-| |Operating a trading company
undertaking non-charitable trading
activity||-|-|-|-||||-| |Advertising, marketing, direct mail
and publicity||-|-|-|-|-|-|-|-| |
Start up costs incurred in generating
new source of future income||-|-|-|-|-|-|-|-| |Database development costs||-|-|-|-|-|-|-|-| |Other trading activities||-|-|-|-||||-| |Investment management costs:||-|-|-|-||||-| |Portfolio management costs||-|-|-|-|-|-|-|-| |
Cost of obtaining investment advice||-|-|-|-|-|-|-|-| |Investment administration costs||-|-|-|-|-|-|-|-| |Intellectual property licencing costs||-|-|-|-|-|-|-|-| |Rent collection, property repairs and
maintenance charges||-|-|-|-|-|-|-|-| |||-|-|-|-|-|-|-|-| |**Total expenditure on raising funds**|||-
-
-|-
-
-|- -
172,749 17,246
3,057 6,468|-|-|-|-| |||||||17,246
6,468|-
-|-
-|17,246
6,468| |Research grants||1,774|-|-|1,774|561|-|-|561| ||||-|-|-||-|-|-| |**Total expenditure on charitable**
**activities**||177,579|-|-|177,579|24,275|-|-|24,275| ||||||||||| |**Separate material item of expense**|||||||||| |||-|-|-|-|-|-|-|-| |||-|-|-|-|-|-|-|-| |||-|-|-|-|-|-|-|-| |**Total**||-|-|-|-|-|-|-|-| ||||||||||| |**Other**|||||||||| |Bank fees||5,456|-|-|5,456|131|-|-|131| |Professional services||1,890|-|-|1,890|5,961|-|-|5,961| |IT costs||231|-|-|231|-|-|-|-| |||-|-|-|-|-|-|-|-| |**Total other expenditure**||7,577|-|-|7,577|6,092|-|-|6,092| |**TOTAL EXPENDITURE**||185,156|-|-|185,156|30,367|-|-|30,367| 18 **Section C Notes to the accounts** **Note 9 Support Costs** _**Please complete this note if the charity has analysed its expenses using activity categories and has support costs.**_ **This year** |**Section C Notes to the accounts**|**Section C Notes to the accounts**|**Section C Notes to the accounts**|**Section C Notes to the accounts**|**Section C Notes to the accounts**|**Section C Notes to the accounts**|**Section C Notes to the accounts**| |---|---|---|---|---|---|---| |||||||| |**Note 9 Support Costs**||||||| |**_Please complete this note if the charity has analysed its expenses using_**
**_activity categories and has support costs._**||||||| |**This year**||||||| |**Support cost**
**(examples)**|**Raising funds**|**Caritable**
**activities**|**Activity 2**|**Activity 3**|**Grand total**|**Basis of allocation**| ||**£**|**£**|**£**|**£**|**£**|**(Describe method)**| |Bank charges|-|5,456|-|-|5,456|Allocated entirely to
charitable activities| |IT costs|-|231|-|-|231|Allocated entirely to
charitable activities| |Professional services|-|1,890|-|-|1,890|Allocated entirely to
charitable activities| ||-|-|-|-|-|| |Other|-|-|-|-|-|| |**Total**|-|7,577|-|-|7,577|| |||||||| |**Last year**||||||| |**Support cost**
**(examples)**|**Raising funds**|**Caritable**
**activities**|**Activity 2**|**Activity 3**|**Grand total**|**Basis of allocation**| ||**£**|**£**|**£**|**£**|**£**|**(Describe method)**| |Bank charges|-|131|-|-|131|Allocated entirely to
charitable activities| |Professional services|-|5,961|-|-|5,961|Allocated entirely to
charitable activities| ||-|-|-|-|-|| ||-|-|-|-|-|| |Other|-|-|-|-|-|| |**Total**|-|6,092|-|-|6,092|| |||||||| |**_Please provide details of the accounting policy_**
**_adopted for the apportionment of costs between_**
**_activities and any estimation techniques used to_**
**_calculate their apportionment._**|||Support costs include governance, IT, and professional services that
enable the delivery of the charity’s objectives. These costs have been
allocated entirely to charitable activities, as they underpin all
programme areas. Bank charges, IT payments, and professional
services are included within this category.
Support costs have not been apportioned across individual activities
due to their consistent and overarching nature.|||| 19 **Section C Notes to the accounts (cont)** **----- Start of picture text -----**
Note 13 Grantmaking
Please complete this note if the charity made any grants or donations which in aggregate form a material part of
the charitable activities undertaken.
This year:
13.1 Analysis of grants paid (included in cost of charitable activities)
Grants to
Analysis institutions Grants to individuals Support costs Total
£ £
Small grant to Keaton Fletcher - 1,773.50 Nil 1,773.50
- -
- - - -
- - - -
Total - 1,774 - 1,774
Please enter “Nil” if the charity does not identify and/or allocate support costs.
13.2 Grants made to institutions
Please provide
details of
My charity has made grants to particular institutions that are material in Yes charity's URL.
the context of its grantmaking. Details of the institution supported,
purpose of the grant and total paid to each institution is available on the
charity's web site.
Provide details
No
below
Total amount of
Names of institution Purpose
grants paid £rants paid £paid £aid £
-
-
-
-
-
-
-
-
Total grants to institutions in reporting period -
Other unanalysed grants -
TOTAL GRANTS PAID -
**----- End of picture text -----**
**----- Start of picture text -----**
Please enter “Nil” if the charity does not identify and/or allocate support costs.
13.2 Grants made to institutions
Please provide
details of
My charity has made grants to particular institutions that are material in Yes charity's URL.
the context of its grantmaking. Details of the institution supported,
purpose of the grant and total paid to each institution is available on the
charity's web site.
Provide details
No
below
Total amount of
Names of institution Purpose
grants paid £rants paid £paid £aid £
-
-
-
-
-
-
-
-
Total grants to institutions in reporting period -
Other unanalysed grants -
TOTAL GRANTS PAID -
**----- End of picture text -----**
20 **Section C Notes to the accounts (cont)** **----- Start of picture text -----**
Note 24 Cash at bank and in hand
This year Last year
£ £
Short term cash investments (less than 3 months maturity date) - -
Short term deposits - -
Cash at bank and on hand 349,182 154,310
Other - -
Total 349,182 154,310
**----- End of picture text -----**
## **Section C Notes to the accounts (cont)** ## **Note 27 Charity funds** **----- Start of picture text -----**
27.1 Details of material funds held and movements during the CURRENT reporting period
Please give details of the movements of material individual funds in the reporting period together with a balancing figure for 'Other
funds'. The 'Total funds' figure below should reconcile to 'Total funds' in the blanace sheet.
* Key: PE - permanent endowment funds; EE - expendible endowment funds; R - restricted income funds, including special trusts, of
the charity; and U - unrestricted funds
Fund Fund
balances balances
Type PE, EE Purpose and brought Gains and carried
R or UR * Restrictions
forward Income Expenditure Transfers losses forward
Fund names £ £ £ £ £ £
General Fund UR N/A 154,310 384,511 - 185,156 - - 4,482 349,182
- - - - - -
- - - - - -
- - - - - -
Other funds N/a N/a - - - - - -
Total Funds 154,310 384,511 - 185,156 - - 4,482 349,182
**----- End of picture text -----**
## **Section C Notes to the accounts (cont)** ## **Note 27 Charity funds (cont)** ## **27.2 Details of material funds held and movements during the PREVIOUS reporting period** _**Please give details of the movements of material individual funds in the reporting period together with a balancing figure for 'Other funds'. The 'Total funds' figure below should reconcile to 'Total funds' in the blanace sheet.**_ - _**Key: PE - permanent endowment funds; EE - expendible endowment funds; R - restricted income funds, including special trusts, of the charity; and U - unrestricted funds**_ |||||||||| |---|---|---|---|---|---|---|---|---| |**Note 27 Charity funds(cont)**||||||||| |**27.2 Details of material funds held and movements during the PREVIOUS reporting period**||||||||| |**_Please give details of the movements of material individual funds in the reporting period together with a balancing figure for 'Other_**
**_funds'. The 'Total funds' figure below should reconcile to 'Total funds' in the blanace sheet._**||||||||| |**_* Key: PE - permanent endowment funds; EE - expendible endowment funds; R - restricted income funds, including special trusts, of the_**
**_charity; and U - unrestricted funds_**||||||||| |**Fund names**|**Type PE, EE**
**R or UR ***|**Purpose and**
**Restrictions**|**Fund**
**balances**
**brought**
**forward**|**Income**|**Expenditure **|**Transfers**|**Gains and**
**losses**|
**Fund**
**balances**
**carried**
**forward**| ||||**£**|**£**|**£**|**£**|**£**|**£**| |General Fund|UR

|All charitable activities.
No restrictions|
174,170|10,507|-30,367|-|-|154,310| ||||-|-|-|-|-|-| ||||-|-|-|-|-|-| ||||-|-|-|-|-|-| ||||-|-|-|-|-|-| ||||-|-|-|-|-|-| ||||-|-|-|-|-|-| ||||-|-|-|-|-|-| ||||-|-|-|-|-|-| ||||-|-|-|-|-|-| |**_Other funds_**|**N/a**
|**N/a**|-|-|-|-|-|-| |**Total Funds**|||174,170
|10,507|- 30,367|-|-|154,310| 21 ## **Trustees Remunerations and benefits** One trustee received expense reimbursement totalling £298.19 during the year. ## **Related Party Transactions** There was no transactions during the year. 22