**Report of the Trustees and Financial Statements for the Year Ended 31 March 2023 for** **Wessex Psychotherapy and Counselling CIO** **Charity Number: 1159779** **Wessex Psychotherapy and Counselling CIO** **Index to the Financial Statements For the Year Ended 31 March 2023** ||**Page**| |---|---| |Report of the Trustees|1 – 3| |Receipts and Payments Account|4| |Report of the Reporting Accountant|5| ## **Wessex Psychotherapy and Counselling CIO** ## **Report of the Trustees for the Year ended 31 March 2023** The Trustees hereby present their report with the financial statements of the Charitable Incorporated Organisation for the year ended 31[st] March 2023 ## **Trust Information, Structure, Governance and Management:** **Constitution:** The charitable incorporated organisation was established on 5 January 2015 and is governed by its constitution **Registered Charity Number:** 1159779 **Trustees:** The appointment of trustees is by simple majority of the existing trustees in accordance with paragraph 12 of the constitution. The trustees during the period under review are: Rev A Budgell Mrs C A Cole Mr P G Gibson (Chair) Mr J J Hepburn **Correspondent:** Mr D C Sinclair **Address:** Hare Cottage 20 Woodlands Hazelbury Bryan Sturminster Newton Dorset DT10 2DD **Independent Examiner:** Sue Wintle Independent Examiner 27 Bascott Road Bournemouth Dorset BH11 8RJ **Bankers:** Co-operative Bank plc PO Box 101 1 Balloon Street Manchester M60 4EP ## **Governance** The Charitable Incorporated Organisation is run by the Trustees on a voluntary basis. Day to day management and control is exercised by the Service Manager. Page 1 ## **Wessex Psychotherapy and Counselling CIO** ## **Report of the Trustees for the Year ended 31 March 2023 Continued** ## **Risk Management** The Trustees are aware of their responsibility for managing risk and seek professional advice and where appropriate put insurance cover in place. ## **Reserves** The charity maintains reserves equivalent to one month’s expenditure. ## **Oversight** The Trustees meet with the Service Manager at roughly four monthly intervals to be kept up to date with monthly activity statistics and accounts and discuss the future direction of the charity. ## **Objectives and Activities** The object and principal activity of the Charitable Incorporated Organisation is to promote for the public benefit the mental, emotional, spiritual and physical health of persons resident in Dorset and (at the discretion of the Charity Trustees) other counties by providing psychotherapy and counselling and by such other means as the Charity Trustees may from time to time decide including supervision and training. ## **Achievements and performance** One team member left at the end of April to focus on her own practice. She was replaced in September. The team of 2 (2022:2) counsellors deliver 256 (2022: 285) counselling hours (90% compared to the year ending in 2022) helping 13 (2022:10) individuals and 3 (2022:2) couples. The team continue to counsel nationally, remotely, online from counsellors’ homes as well as face to face locally. ## **Financial Review** The financial statements are exempt from the audit requirements of Section 144(2) Charities Act 2011 but have been subjected to an Independent Examination. In the year under review the charity generated income from counselling of £10,403 (2022: £7,835) (133% compared to the year ending in 2022) at a cost of £11,729 (2022: £9263). The charity also received donations of £816 (2022: £1,689) including related income tax recoverable. Page 2 Wessex Psychotherapy and Counselllng ao Report of the Trustees for the Year ended 31 March 2023 Contlnued Public Benefft We confirm that the trustees have paid due regard to the Charities Commission guidance on public ber)efit in planning the activities the charity should undertake. Trustee< re5ponsibilltles In relation to financial statements The trustees are responsible for preparing the Annual Report and the financial statements in accordance with applicable law and ￿gUlations. The trustees a￿ required to prepare financial statements for each financial year in accordan￿ with United Kingdom Generally Accepted Accounting Practice Iunited Kingdom Accounting Standards and applicable lawl. The financial statements are required by law to give a true and fair view of the state of affair5 of the charity and of rts incoming resources and application of resources o* the charity for that period. In preparing these financial statements, the trustees should follow best practi￿ and- select suitable accounting policies and then apply them consistently- make judgments and estimates that are reasonable and pruderkt- state whether applicable UK Accounting Standards have been followed.. and p￿pare the financial statements on the going concem basis unles5 It is inappropriate to presume that the charity will continue in operdtion. The trustees are responsible for keeping accounting records which disclose with reasonable accuracy at ar)y time the financial position of the charity and enable them to ensure that the fjnancial statements comply with the applicable law, regulations and the trust deed. They are also responsible for safeguarding the assets of the charity and hence for taking asonable steps for the prevention and detection of fraud ènd other irregularitie5. Independent Examlner Sue Wintle, Independent Examiner, has expressed her willingness to continue as "Independent Examinerf of the charitable incorporated organisation. Approved bythe trustees and signed on their behalf by. Carol Cole- Trustee Dated= 25 April 2023 Page 3 Wessex Psychotherapy and Counselling 00 ." Receipts and Payments Account forthe Year ended 31 March 2023 yle 31-3-23 10403 yle 31-3-22 7835 Counselling Fees Donations non*ift aided gift aided 816 1689 0 1689 9524 816 11219 Costs of generatirg funds Subcontractor's fees Supervision fees Travelling 8050 59 2499 8399 CharÉtable Activities Advertising & Marketing Office Equipment Commijnications Phone Printing Postage Stationery Insurance Administration Welfare Room Hire Sundries 53 2145 131 102 199 120 60 178 120 122 122 579 Governance Costs Independent Examiner's Fee Informatton Commissioners Office 250 35 285 11729 250 35 285 9263 EMce5s/IDeficit} of receipts over payments Bank balance as at 31 March 2022 Bank balance as at 31 March 2023 15101 1904 261 1643 1904 1394 Liabilities Independent Examiner's Fee 250 250 These accounts were approved by the Board of Trustees on 25 April 2023 and signed on its behalf by.. Chair Peter Gibson Trustee Carol Cole Page 4 Wessex Psychotherapy and Counselllng CIO Independent Examinerfs Report to the Trustees of We55ex Psythotherapy and Counselling CIO I report on the accounts of Wessex Psychotherapy and Counselling CIO for the period ended 31 March 2023, which are set out on page four. Respectlve Responslblllties of Trustees and Examlner The charivs trustee5 are responsible for the preparation of the atcounts. The charitls trustees consider that an audit is not required for this year (under Sectlon 144121 of the Charities Act 2011 (the A¢tll, and that an independent examination is needed. It is my responsibility to.. examine the accounts (under section 145 of the Act),. to follow the procedures laid down in the General Directions given by the Charity Commlssioners lunder Section 145151 Ibl of the Act),. and to state whether particular matters have come to my attention. Ba%5 of Independent Exominerfs Report My examination wa5 carried out in accordance with the Gener41 Directions given by the Charity Commissioners. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes 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 I do not express an audit opinion on the accounts. Independent Examlnerfs Statement In connection with my examination. no matter has come to my attention.. Which gives me reasonable cause to believe that, In any material respect, the requirements: a. to keep proper accountlng records in accordance with Section 130 of the Att; and b. to prepare accounts which accord wlth the atcountlng records and to comply with the accounting requirements of the Charities Act 2011band the regulations made there under have not been met,. or to which, In my opinlon, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Sue Wintle Independent Examiner 27 Bascott Road Bournemouth Dorset BHII 8RJ Dated.. t-t -ts" Page 5