## **REGISTERED CHARITY NUMBER: 1152804**
The Astrological Association CIO Report of the Trustees and Financial Statements for the Year Ended 31 March 2023
## The Astrological Association CIO
Contents of the Financial Statements for the Year Ended 31 March 2023
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|Report of the Trustees|1 to 4|
|Independent Examiner's Report|5|
|Receipts and Payments Account|6|
|Statement of Assets and Liabilities|7|
Page 1
## The Astrological Association CIO
Report of the Trustees for the Year Ended 31 March 2023
The Trustees have pleasure in submitting the Report and Accounts for the period from 1st April 2022 to 31st March 2023.
REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number 1152804
Registered office
58 Argyle Road West Ealing London W13 8AA
Trustees
Roy Gillett (President) Wendy Stacey (Chair) Jadranka Coic (Treasurer) Angela Cornish (Secretary) Nick Campion (Vice President) Christine Chalklin Sharon Knight Alison Kelly Chris Mitchell
Independent examiner
I G M Boldero FCA
Boldero & Co. The Bircham Centre The Market Place Reepham NR10 4JJ
Page 2
## The Astrological Association CIO
Report of the Trustees for the Year Ended 31 March 2023
## **STRUCTURE, GOVERNANCE AND MANAGEMENT**
## **Objects & Governance**
The Charitable Incorporated Organisation was registered as a charity with the Charity Commission on 10th July 2013.
The objects of the CIO are the advancement of the education and cultural understanding of the public and astrological community by the critical study of astrology in all its branches, their history and contemporary value.
## **Management Structure**
Over the period the charity has been run by 9 trustees, each with different backgrounds and expertise that can contribute to the delivery of the charity's objectives.
## **OBJECTIVES, ACTIVITIES, ACHIEVEMENT AND PERFORMANCE**
## _**Websites and Social Media**_
The Association’s secure, multi-platform, user-friendly website [https://astrologicalassociation.com] is regularly updated with new material to provide an extended service to our membership and especially the general public, who can access astrological expertise, in text, audio and video format archives, from anywhere in the world. Its general public Facebook pages inform and encourage likely-discussion to an ever-expanding world-wide audience. Regular updates are communicated free of charge to thousands of associated members.
The Association’s website https://correlationjournal.com for the Association's specialist _Correlation_ Journal continues to be an up-to-date source of reference and new materials for astrological research to anyone in the world.
The Association continues to enjoy a mutually supportive relationship with the world-renowned AstroDataBank with which its chart database is linked.
## _**The Astrological Journal**_
The Journal has produced six high quality full-colour journals within the year and received excellent feedback. _**Correlation**_
Volume 34 number 2 Volume 35 number 1 of Correlation, for peer reviewed critical research into astrology, were published in 2022. These contained reports and discussion of research evidence and new studies. Peer-reviewing on Correlation 35 number 2 is well advanced with publication expected late Summer 2023
## _**The Astrology and Medicine Newsletter**_
The Astrology and Medicine Newsletter has continued to publish its three issues per year now both in digital format, as well as a paper edition.
Every issue of the above publications is now on-line and can be purchased by non-subscribers and downloaded free by subscribers.
## _**Library**_
The Association Library is now fully housed, catalogued and cared for by the Association’s Librarian the highly regarded astro-archivist Philip Graves, alongside his own _Astrolearn_ Library, to form an _International Astrology Library_ comprising tens of thousands of astrology books and periodicals stored in one convenient place – Newport, South Wales, United Kingdom, The range is truly international, with astrology volumes in English, French, German, Spanish, Italian, Dutch, Polish, Danish, Norwegian, Hungarian, Russian, Serbian, Turkish, Japanese, Akkadian, Ancient Greek, Latin, Arabic, Hebrew and Armenian available. All are available for reference and research to the membership and the general public. [Full details of the libraries content and resources are at https://www.astrologicalassociation.com/international-astrology-library/ ]
The Librarian has developed the distribution of duplicate second-hand astrology books, which has received a very good international response
Part of the Library reorganization has been to make the archives of John Addey, Charles Harvey, and R H Naylor, available and ready. Two members of the Association’s Board have agreed to work on these.
The scanning project continues with the aim of preserving the content of rare and out of print books that are in poor condition.
Page 3
## The Astrological Association CIO
Report of the Trustees for the Year Ended 31 March 2023
## _**Conference and Event Days**_
Our 54[th] Main Conference was held online and streamed via digital platform. It was well attended by 159 online delegates, with 46 speakers giving workshops and presentations. This major event of the astrological year offered a high standard of techniques and research. It was attended by delegates from all the world’s continents.
The AA continues to hold free webinars to members and the general public. Conference and Event Days provided online continue to draw together people from a wide range of astrological schools and other groups, as well as the general public. Local groups continue to meet live and via digital platform, running increasingly successful events that reach astrologers and members of the public from all over the world. The resources of the Association have been a developing support in this expansion.
## _**International Connections**_
The Association maintains regular relations with recognized international astrological organisations in America, Europe, Asia and Australasia, who share and enhance its aim to sustain and extend the highest standard of critical understanding of astrology.
## **Future activities**
## _**Conference and Event Days**_
The Association’s 55th Conference will be held in October 2023 and will be a hybrid event. of both residential and online delegates streamed via digital platform. Considerable effort has been made to include first-time presenters and attendees, so that the critical understanding of Astrology can be advanced, and so inform the expanding interest in the knowledge on the World Wide Web.
## _**Volunteers**_
Many volunteers continue to help with the Association's conferences and website and event day services.
The entire Board perform much of the initiation, creation, implementation and coordination of the Association's activities on a voluntary basis. The Association each year aims to seek out new trustees who bring relevant and needed skill sets to the board with the aim of developing the Association’s public position and social media presence.
## _**Publications**_
The Association continues its publications with resources being allocated to enhance the quality and circulation to its subscribers and members. There will be six editions of _The Astrological Journal_ and three of the _Astrology and Medicine Newsletter_ . The _Correlation_ Editor has two more in preparation for publication in 2023.
## _**Accessible Information and Library Resources**_
The expansion of the Library, explained above, now a part of an International Astrology Library with a combined collection of tens of thousands of books and periodical reference material, is now carefully stored and available for study. The Librarian is increasingly involved day-by-day in answering questions online, providing resources and hosting visitors to the library. Thus making literature and research materials more accessible to members and the general public.. The organisation of the sale of second-hand books has been fully reviewed and developed, leading to a most positive public response. Plans to continue this on an ongoing basis are now in place.
Page 4
## The Astrological Association CIO
Report of the Trustees for the Year Ended 31 March 2023
## **FINANCIAL REVIEW**
## **Reserves Policy**
The Trustees consider that the Charity's reserves will enhance the services provided and provide financial security for the future. The reserves held in unrestricted funds, which have not been designated or invested in fixed assets, at 31.03.23 were £59,814.
The reserves policy of the charity is to endeavour to hold at least six months running costs in free unrestricted reserves. As at 31.03.23, the unrestricted reserves, not designated and not held as fixed assets, were £59,814. This represents more than six months' running costs. The charity closely monitors the level of reserves and ensures that these are maintained by the use of good management and financial controls.
## **PUBLIC BENEFIT**
In planning the charity's activities, the Trustees have had regard to the guidance issued by the Charity Commission on "Public Benefit". The trustees have complied with the duty in Section 4 of the Charities Act 2006 to have due regard to the public benefit guidance published by the Charity Commission in December 2008.
Signed:
MR. R GILLETT - President
MS. W STACEY - Chair
Page 5
The Astrological Association CIO
Independent Examiner's Report for the Year Ended 31 March 2023
## **Respective responsibilities of trustees and examiner**
The charity's trustees are responsible for the preparation of accounts.
The charity's trustees consider that an audit is not required for this year (under Section 144(2) of the Charities Act 2011 (the 2011 Act)) and that an independent examination is required.
Having satisfied myself that the charity is not subject to audit under company law and is eligible for independent examination, it is my responsibility to:
- examine the accounts under Section 145 of the 2011 Act
- to follow the procedures laid down in the General Directions given by the Charity Commission (under Section 145(5)(b) of the 2011 Act); and
- to state whether particular matters have come to my attention.
## **Basis of the independent examiner's report**
My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented in those records. It also includes a consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a "true and fair view" and the report is limited to those matters set out in the statement below.
## **Independent examiner's statement**
In connection with my examination, no matter has come to my attention:
- 1 which gives me reasonable cause to believe that, in any material respect, the requirements to keep accounting records in accordance with section 130 of the 2011 Act; and to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act have not been met; or
- 2 to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
I G M Boldero FCA
Boldero & Co.
Ivy House The Market Place Reepham Norwich Norfolk NR10 4LZ
Date: 22[nd] June 2023
|The Astrological Association CIO||||||||Page 6|
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|Statement of Financial Activities for year to 31st March 2023|||||||||
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|||Accumulated Fund||Designated||Total Funds||Total Fund|
|||||Building|Fund|31.03.23||31.03.22|
|||£||
£||£||£|
|**Income**|||||||||
||||||||||
|**From Voluntary Sources**|||||||||
|Membership subscriptions||26,826||-||26,826||31,091|
|
Publication subscriptions||6,513||-||6,513||6,025|
|Barbault Sale||3,239||||3,239||3,969|
|Donations and bequests||284||-||284||489|
||||||||||
|**From Assets**|||||||||
|Deposit interest||-||-||-||3|
||||||||||
|**From Activities**|||||||||
|Conference income||18,129||-||18,129||52,813|
|Advertising in publications||3,100||-||3,100||3,493|
|
Miscellaneous income||1,981||-||1,981||3,444|
||||||||||
|**Total income**||60,072||-||60,072||101,327|
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|EXPENDITURE|||||||||
||||||||||
|**Activities**|||||||||
|Publications expenditure||32,158||-||32,158||32,871|
|
Conference expenditure||8,478||-||8,478||59,799|
||||||||||
|**Other expenditure**|||||||||
|Administration||8,233||-||8,233||6,765|
|Charitable donations||-||-||-||-|
|Phone, postage and office||10,720||-||10,720||9,747|
|
Trustee expenses||625||-||625||50|
|Advertising, website and PR||1,114||-||1,114||52|
|
Insurance||831||-||831||830|
|Accountancy||900||-||900||900|
|Bank and credit card charges and taxes||2,797||-||2,797||2,374|
||||||||||
|**Total expenditure**||65,856||-||65,856||113,388|
||||||||||
||||||||||
|**Net Income / (deficit)**||(5,784)||-||(5,784)||(12,061)|
||||||||||
|**Total funds brought forward**||27,372||84,276||111,648||123,709|
||||||||||
|**Total funds carried forward**||**21,588**||**84,276**||**105,864**||**111,648**|
|The Astrological Association CIO|The Astrological Association CIO|The Astrological Association CIO|The Astrological Association CIO|||||Page 7||
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|Balance Sheet as at 31st March 2023||||||||||
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||||||**31.03.23**||**31.03.22**|||
|||||||||||
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||**Current Assets**|||||||||
||Stock of library books||||45,000||45,000|||
||Other stock||||1,050||1,050|||
||Debtors||||1,550||1,550|||
||Cash||||59,283||65,038|||
|||||||||||
||||||106,883||112,638|||
|||||||||||
||**Current Liabilities**|||||||||
||Creditors||||1,019||990|||
||Income in advance||||-||-|||
|||||||||||
||||||1,019||990|||
|||||||||||
||**Net Assets**||||**105,864**||**111,648**|||
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||**Designated Funds**|||||||||
||Accumulated fund||||21,588||27,372|||
||Building fund||||84,276||84,276|||
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||||||**105,864**||**111,648**|||
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||Signed||……………………………………||….|||||
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||||~~4 Ju~~|~~ne 2023~~||||||
||Date||……………………………………
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||Note:|||||||||
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||Stocks of library books are valued at estimated sales value after an|||||exercise was undertaken to check||||
||current values against on-line sites such as Amazon. All other stocks are valued at cost or sales value if|||||||||
||lower.|||||||||