| SORP | ||||
|---|---|---|---|---|
| reference | ||||
| Summary | ofthe purposes of | Para 1.17 | To promote for the public benefit the advancement | |
| iha chaitry as aai out | irl its | of aducason and knowledge |
||
| govarrdng | document | in the field ofEmotional Freedom Techniques |
||
| E and traini |
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| Summary in rakraon |
cfthe main activities to those purposes |
Para 1.17 and 1.19 |
a) Establishing and upholding the highest standards ofethics and conduct which are at |
|
| for the public benefit, in parbcular, the sctivlgas, |
least required by regulatory bodies but may exceed them |
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| projads orservices idantNad | ||||
| in the accounts. | b) Acting independently ofany regulatory |
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| body | ||||
| c) Publishing a complaints procedure for all |
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| members and the general public |
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| d)Encouraging professional practice and |
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| ensuring that teaching/training fogows the |
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| core cuntculum laid down in the training |
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| guidelines | ||||
| e) Providing information to the general public |
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| and forge links with relevant professionals | ||||
| about the beneitts and working practices of | ||||
| Emotional Freedom Techniques (EFT) |
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| f) Maintaining a list ofcurrent acgve members |
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| and only alkrw practising members tojoin on |
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| the proviso that they agree to, and abide by, | ||||
| (where applicable) EFT International Training |
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| Regulations, the EFT International Code of |
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| Conduct and Ethics, and EFTInternational | ||||
| Guidelines on CPD and Mentortng as updated |
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| and amended from mme to time |
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| g) Olfering an annual sdentmc symposium | ||||
| conference for the ubilc e ori EFTand |
| 5.Introduced aCotractor Poficy and | |
|---|---|
| implemenbtgon ofroles and responsibilities for |
|
| hired contractors. | |
| 6.Began the process ofdevsfopment | ofdear |
| roles and respomdbgiges for subcommittee chairs. |
|
| 7.A review ofall charity Pohcies and | Procedures |
| was inNated Including Whisgeblowing |
policy, |
| Comphints procedures, Anti-bullying |
policy, |
| Volunteer recrulsnent and onboardlllg |
procedures. |
| 8.The formation and devebpment of |
a |
| Volunteering Support committee. |
|
| 9.A Governance consultant was hired to assist in creasng a~de compliance report |
|
| Including Ihe devtaopment ofathorough trustee |
|
| onboarding training program. |
| Review ofthe charity's | Review ofthe charity's | Para 1.21 | The chartiy kr in a healthy finandal postfion |
The chartiy kr in a healthy finandal postfion |
||
|---|---|---|---|---|---|---|
| linsndsi position at |
the end | st 31 March 2023 with s General Reserve | ||||
| ofthe period | Fund of6164,067, an EFTResearch | |||||
| Reserve Fund ofE10,644, and an EFT | ||||||
| Crisis Fund with a baktnce of655at year | ||||||
| end. | ||||||
| Statement explaining |
the | Para 1.22 | Our General Reserve needs to be ofthe | |||
| pohcy for hdding reserves | order ofat least Ot5,000to keep the | |||||
| stating why they are | held | organrsatton afiost for, say, six months |
in | |||
| the event ofa sudden or unprecedented | ||||||
| absence ofincome. | ||||||
| EFThas a growing research base but, | in | |||||
| order to continue to advance its acceptance |
||||||
| amongst the scientific and traditional |
||||||
| healthcare community, mors is needed. |
So | |||||
| we hold an EFTResearch Fund reserve. | ||||||
| Amount ofreserves | held | Para 1.22 | 6174.786 | |||
| Reasons for holding | zero | Para 1.22 | N/A | |||
| Details offund materially | Para 1.24 | |||||
| in deficit | ||||||
| Explanation ofany |
Para 1.23 | There were no uncertainties regarding |
Ihs | |||
| uncertainties about the |
Charity continuing as a going concern | |||||
| charity continuing | as a | during this time. However, see principle | ||||
| oin concern |
risks below. | |||||
| Additional information |
(optional) | |||||
| You ma choose to |
indude | further statements where relevant about |
||||
| The charity's principal sources offunds |
Para 1.47 | Membership Donations and annual Symposium |
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| (including any |
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| fun draising) | ||||||
| Investment policy and |
||||||
| objectives induding | any | NIA | ||||
| sodal investment policy adopted |
Para 1.46 | |||||
| As at 31 March 2023there was a potential | ||||||
| A description ofthe principal risks facing charity |
the | Pare 1.46 | risk to reputation and ability to psy snd receive donafions due to: 1. Challenges accessing banking and finandal accounts due to an |
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| incongruence with trustee board |
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| m~p, undear international banldng issues and ditficuttles with previous |
||||||
| organisation personnel fsdlitating |
||||||
| 2. Challenges faced when dealing with |
a | |||||
| contractor who wss terminated holdin |
| Contents | Page | ||
|---|---|---|---|
| Statement | ofFinancial | Activities | |
| Balance Sheet | |||
| Notes | 3to 6 | ||
| Independent | Examiner's | Report |
| Year | ended | Year | ended | ||
|---|---|---|---|---|---|
| 31.03.23 | 31.03.22 | ||||
| Income | |||||
| Donations: Membership |
76,747 | 74,389 | |||
| Reserved for | EFTResearch Fund | 188 | 3,189 | ||
| EFTfor Crisis Reserve Fund | 3,24$ | $0,183 | 260 | 77,838 | |
| Accreditation | 570 | 4,640 | |||
| Audio-Visual 8i, other sales |
454 | 1,009 | |||
| Conference and Meetings |
19,484 | 17,401 | |||
| On-line Exams | 6,370 | 7,744 | |||
| Disclosure and Barring Service |
55 | ||||
| Affiliate Income | 2,198 | 4,012 | |||
| Bank Interest | 529 | 17 | |||
| I~K* Cht |
109,843 | 112,661 | |||
| Donations: EFTfor Crisis | 3,453 | ||||
| Travel, Accommodation and Subsistence |
1,919 | 1,424 | |||
| Website Management | 9,326 | 14,071 | |||
| Conferences &Meetings | 727 | 204 | |||
| Disclosure and Barring Services | |||||
| AccreditatioruTraining Management |
9,550 | 11,862 | |||
| Operations Management |
11,960 | 22,905 | |||
| Promotion and Printing |
5,558 | 7,254 | |||
| Membership Administration |
16,133 | 23,751 | |||
| General Administration | 1,667 | 756 | |||
| Bank and PayPal Charges | 3,487 | 3,002 | |||
| Legal and Professional fees |
4,588 | 2,530 | |||
| Accountancy 8cExamination |
5,426 | 2,812 | |||
| Honoraria provision |
2,250 | ||||
| Amortisation ofIntangible |
Assets | 2,791 | 1,124 | ||
| 76,585 | 93,945 | ||||
| Operating Surplus for the year |
33,258 | 18,716 | |||
| Transfer donations toEFT |
Research Fund | -188 | (3,189) | ||
| Transfer EFTfunds for expenditure | 3,453 | ||||
| Transfer to EFTfor Crisis Fund | (3,24$) | ||||
| Remainder transferred to General Reserve |
33,275 | 15,267 |
| 2022 | 2022 | ||||||
|---|---|---|---|---|---|---|---|
| E | |||||||
| 2.000 | |||||||
| gr669 | 4,894 | ||||||
| 4.699 | |||||||
| I1& | 7ie | I,124 | 8„469 | ||||
| 5~ | |||||||
| 1667 | 3 | ||||||
| Ct)62568313gth | |||||||
| Stockofbooks | 1,$00 | ||||||
| Prepaid | coats | 131 | 131 | ||||
| HSBCAccount | Balances | 119/41 | 135,433 | ||||
| PayPsl | Account | 66t333 | I,052 | ||||
| 138,116 | |||||||
| Creditors, Accrusls eod Pmvisian | 23t597~II& | 7,0$7 | 131,059 | ||||
| ly | 786 | 141.S28 | |||||
| Ccsand Reserve | |||||||
| Opening | bebmce | 1April 2022 | 115.545 | ||||
| Surplus | forthe year | 15,267 | |||||
| 1663tgy | 130.812 | ||||||
| Ibsssrvs | pkrnd (tttV Research) | ||||||
| Opening | balance | l April 2022 | 18r656 | 7,267 | |||
| Fund moverncnt | in year | 1gg | 1I4644 | 3.189 | 10,456 | ||
| 17 | 786 | 141528 | |||||
| l to6ers hereby approved | on bdudf | ofthe Truatoo. |
| The following services were supplied to the Charity by relate contract for services basis: |
d parti | es and volun | teers on a |
|---|---|---|---|
| 2023 | 2022 | ||
| g | g | ||
| H Jones (Volunteer): Book-keeping/Coaching | 5,946 | 9,001 | |
| JDobbs: Administration and Project Management |
3,442 | ||
| C Sutton (Volunteer): Accreditation/Training Board |
3,614 | ||
| JBarbee (Volunteer): Website services/Accreditation | 2,823 | 7,701 | |
| JFootman (Volunteer): External liaison, Projects |
|||
| and subcontracted accreditation work |
1,228 | 6,398 | |
| Z West: Bookkeeping and Membership Services |
15,734 | 4,272 | |
| SGarfield: Accreditation | 1,547 | ||
| C Stonier (Volunteer): Accreditation work |
900 | ||
| M Moorby (Volunteer): Accreditation work |
350 | 614 | |
| BMoore-Hafter (Volunteer): Membership and Accreditation |
work | 5,470 | 45 |
| M Bennett (Volunteer): Accreditation work |
450 | ||
| Other Volunteers (4Under f250):Translation | 543 |
| Honorari | a and benefits |
|||||
|---|---|---|---|---|---|---|
| Cash and other Benefits | ||||||
| 2023 | 2022 | |||||
| Honorary | Secretary | 1,000) | ||||
| ) Membership | (free) | |||||
| Research | Team volunteers | (2) | 1,250) | |||
| Total provision | Nil | 2250 |