CHARITY COMMISSION
FOR ENGLAND AND WALES
Trusteos, Annual Report for the period
From 110412023
Period start date To 3110312024 Period end date
Charlty name: EFT Intematlonal (EFTI)
Charity registratlon numbar: 1176538
Objectives and Activitles
ORP reference
Summary of the purposes of
th8 charity a5 sel out in its
goveming document
Para 1.17
To promote for the public benefit the
advancement of education and
knowledge In the field of Emotional
Freedom Techniques (EFT).
Summary of the main
activities in relation lo those
purposes for the public
benefit, in particular, the
activities, projects or s8rvices
identified in the accounts.
Para 1.17and
1.19
a) Establishing and upholding the highest
standards of ethics and conduct which are
at least required by regulatory bodies bul
may exceed them.
b) Actlng Indap8nd8ntly of any regulatory
body.
c) Publishing a complaints
procedure for all members and the
g8neral public.
d) Encouraging professional practice and
ensuring that leachingltraining follows the
core curriculum laid down in the training
guidelines.
e) Provide information lo the general
public and forge links with relevant
professionals about the benefits and
working practices of Emots'onal Freedom
Techniques (EFT).
f) Maintaining a list of currant active
members. Only allow practising members
to join on the proviso that they agree to,
and abide by, (where applicable) EFT
International training and accreditation
regulations, the EFT Intemational
Code of Conduct and Ethic5, and EFT
Inlemational Guidelines on CPD and
Mentoring as updated and amended
from time to time.
pg.1

g) OffLYing an annual symposiu
confercnce for ihc public ¢xploring Erf and
bF-I' ¢ompl¢m¢ntary research and
pra¢li¢e recommendations
h) Creating and off6ring frcc Lo ihe public
scientifi¢ resear¢h-bas¢d materials highlighting
.F-I"s effeclivcness for a vAriciy ofhealth
concerns.
i) Maintain and activcly monitor a variety of
social mcdia platfornis that offcr ￿.￿-r rclatcd
inf0m￿L￿on to the public.
j) Pri)duce a newsletter for the general public
and anothcr for mcmbcrs.
k) Offer established resources that may
be discounted for professional liability
Insurance to our members glvlng them
access to valuable Services.
Statement confimiing
whelher the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit
Parn1.18
Yes, the trustees have received and read
this guidance.
Addltlonal Informatlon (optlonal>
You ma
choose to include further statements wfiere relevant about..
SORP r8fer8nc8
Para 1.38
NIA
Policy on grant making
Para 1.38
WA
Policy on soclal Investment
including program related
investmenl
A majority of the activities of the charity
are undertaken by volunteers, who
number about twenty five across
multiple committees. We have
continued to expand our volunteer
teams to cater for the increasing
workload as the organisation grows but
recognise that we need to move
towards more work being reimbursed.
Volunteer teams include the following:
PArn 1.38
Contribution made by
volunteers
A. Board of Trustees
pg.2

B. Communications Committee
C Ethics and Professional Conduct
Committee
D. Research Committee
E. Training and Accreditation
Committee
F. Volunteer Support Committee
Other
NIA
Achievements and Performance
SC41P rtrference
AGM June 2023- voting on updating
EFTi'$ Constilulion to be in keeping with
Charity Commission requirements.
Governance consultancy follow up
commissioned report to further support
progress on charity's standing on
govemanGe issues.
First member-wide survey in November
2023. Results reported to membership
in January 2024. Two detailed reports
were created with written and graphical
summaries of the results and were
shared with membership.
Rewsed and updated training
documents to ensure improved
consistency and communication of
policy, including a new area for
Iranslaled documents.
Develop8d document detailing how to
keep credentials valid and the benefits
of accredited EFTI membership.
Developed policies for dealing with
expired and lapsed members.
Completed an extensive updale to the
EFTI Trainers, Contract which serves as
the foundation for all EFTI Trainers to
support their studenls and Ihe
organisation.
Created 2 brand new training 5UPPOrt
videos for members.
Development of a Becoming a Volunteer
webpage for alerting members to
volunteer opportunities.
Recruited and onboarded more than
10 new volunteers.
Summary of the main
achievements of the charity,
identifwng the difference the
charity's work has made to
the circumstances of Its
beneficiaries and any wider
benefits to soclety as a
whole.
Par¥ 1.20
pg.3

Created and rolled out the Volunteer
Agreement and improved the
prO￿sS of becoming a volunleer.
Working with data protection consultants
to identify weaknesses in processes and
establish better practices al each
committee level. This is an ongoing
process.
Significantly improved the conlent and
readability of our monthly Members,
Newsletter to better inform and engage
with membership of what Ihe charity is
doing for the benef￿t of its members.
Continued éelivering a monthly
community newslettèr to bètter educate
the public on the benefits of EFT and
raise awareness of the work of
organisation.
Reviewed and updated article
submissions guidelines.
Restarted social media presence.
Polled members on topic for next
symposium, and prepared for stand at in
person conference in London for later in
the year.
Started gathering data and r8gularly
reporting on membership numb8rs.
Significant improvement to display and
function of websit8. including across
countries and cat8gories, to assist
public in lorAting available educational
events and Irainings both in person and
online that are offered by our trainers
and practitioners.
The website now highlights individual
volunteers by name and wa an
organigram to acknowledge their
service.
Improved backend website infrastructure
to launch and promote educational
events for members and the public that
are offered by EFTI.
Enhanced visual design of the website
was implemented.
Advertised paid positions, like
Membership Coordinator, directly to
membership and recruited from this
audience.
Joined the London based Association of
Chairs in order lo collaborate and gain
know18dg8 from Chairs of other UK
based charities and improve
profe55i0nalism and leadership levels in
the organisation.
Re-a¢tivated membership of National
Council for Voluntsry Organisations
(NCVO), which supports the voluntary
and communit
sector to creat8 an
pg.4

environment in which an independent
civil society can flourish. Began offering
opportuniti8s for volunteer leaders to
attend 8ducational opportunities
provided by the NCVO.
Addlllonal Infomiatlon (optlonal)
You ma
hoose to include further statements wh8r8 relevant about-
NIA
Achievements against
objectives set
P8r8 1.41
NIA
Perfomiance of fundraising
activities agalnsl objecllve8
set
Para 1.41
NIA
Investmenl perfonnance
against objectives
Para 1.41
Other
NIA
pg.5

Financial Review
Review of the charitys
financial position at the end
of the period
Para 1.21
The charity is in a healthy financial position
at 31 March 2024 with a General R8s6rve
Fund of £165.485 and an EFT Research
Reserve Fund of £10,644.
Our General Reserve needs lo be of the
order of at least £50,000 to cover the
organisation's budgeted expenditures, for
say six months, in the event of a sudden or
un
recedented absence of income.
Statement explaining the
policy for holding reserves
stating why they are held
Para 1.22
Amount of reserves held
Para 1.22
£165,485
Reasons for holding Zero
res8rv8S
Details of fund materially in
deficit
Explanation of any
uncertainties about the
charity continuing as a going
concern
Para 1.22
NIA
Para 1.24
NIA
Pa¥a 1.23
There are no known unc8rtainti8S.
Addltlonal Informatlon (optlonal)
You ma
choose to include further statements there relevant about,,
1. Membership donations
2. Annual Symposium proceeds
The charity's principal
sources of funds {including
any fundraising)
Para 1.47
NIA
Investment policy and
objectives including any
social investment policy
adopted
Par• 1.48
As al 31 March 2024 thera was a potential
risk lo reputation and ability to pay and
receive donations due to..
A description of the principal
risks facing the charity
Parn 1,48
1. Challenges accessing banking and
services due to unclear international banking
issues.,
2. Delay in obtaining trustee and liabilty
insurance as a result of:
Recovering from the past irregular
governance and structure of the organisalion
Including insufficient representation from
England & Wales as required by law-,
b. Complexity and challenges in current
climate in the UK charily sector for obtaining
a new bank account with Chari
Aid
pg.6

Foundation.,
c. Ensuring we have trustees of sufficient
professional skllls to manage the charlfy.
Other
pg.7

Structure, Governance and Management
Description of charity's
trusts=
Type of governing document
Para 1.25
Constitution
How is the charity
constituted?
Para 1.25
NFP CIO
Trustee selection methods
including details of any
constitutional provisions e.g.
ele¢tion to post or name of
any person or body entitled
to appoint one or more
trustees
Para 1.25
Based on the experiences of new Iruslees
drawn in April 2023, the Board realised il
would benefit from drawing in those with
professional skillsets in areas like HR,
accounting, finance, law, g0Veman￿ and
similar. Trustees with backgrounds in these
areas have proven to be better able to
engage with the challenges facing the
charity as il continues lo grow in
membership numbers and turnover.
Trustees previously were selected from
people who had a long and respected
reputation within th8 field of EFT. Whilst this
know18dg8 of th8 modality is important.
additional Trustees hav8 b88n recruit8d in
this period more on the basis of the
professional skillsel they can bring to
steering the Charity as il grows.
Addltlonal Inforniatlon (optlonal
You ma choose to include further statements where relevant about..
An induction process for new trustees, as
designed in March 2023, following guidelines
in CC3 - Roles and Responsibilities of a
Trustee. Peer mentoring provided by existing
Iruslees on a 1 to 1 basis on subjecl specific
topics. Trustees have formalised a process
of potential trustee written application,
professional lellers of recommendation,
interview with a minimum of 2 trustees and
consensus voting procedure.
Pollcies and procedures
adopted for the induction and
training of trustees
Para 1.51
The Ch8rity has a main Board of Trustee5.
The charily's org8nis81ional
structure and any wider
network with which the
charity works
Pura 1.51
Operational activities are carried out by the
sub committees as follows..
Communications
Ethics and Professional Conduct
Research
Training and Accreditation
Volunteer Support
pg.8

Specialisl contracted work includes our
w6bmastsr. bookk8eper. accountanl.
external financial examiner. symposium
managem8nt servicès. audio-visual support
for events, data protection, govemance
consultancy, membership and accreditation
cooréinators and charity legal services as
needed.
NIA
Relationship with any related
parties
Para 1.51
Other
NIA
R8fer8nce and Administratlve detalls
Charit name
Olh8r name the charity uses
EFT International
None
Registered charity number
1176538
Charity's principal address
EFT International, The John Greenway Building, John
Greenway Close, Tiverton. Devon EX16 6QF. UK
pg.9

Names of the charity trustees who rnanago tho ¢harity
D#1￿ actsd If not forwholt
Tru8t•• nam•
Offic• {If any)
Name of porson lor body) •ntltled
toa
Int tru•ts•
Ifan
Craig Weiner
Sejual Shah
Emmalee Pepar
Kristin Panasewicz
Pippa Gagie
Karin Davidson
Chair
Deputy Chair
1810412023 to present
1911212023 to present
1911212023 0610112025
2811112022 - 2910212024
1810412018 - 2910212024
Rosie Newman
1810412023 - 0210812023
Katherine Templ8
John Freedom
Juliet LeRoy
Su8 Beer
Emma Roberts
1810412023 - 2210812023
0110112018- 2710612023
2710912019 - 2710612023
1810412023 - 1911212023
1810412023 - 1911212023
10
12
13
Ranjana Appoo
Allison Simpson
Ralph Lewis
1810412023 - 1911212023
0110912022 - 2110412023
2911012024 to present
14
15
16
17
18
19
20
Corporate trustees - names of the directors at the date the re
Dlr•¢lor n•m•
ortwasa
roved
NIA
Name of trustees holding title to property b81onging to th8 charity
Tru•l•• n•m•
Dat¢• aclod If not whol•
ar
NIA
pg. 10

Funds held as custodian trustees on behalf of others
Description of the assets
NIA
held in this capacity
Name and objects of the
charity on whos8 behalf the
assets are held and how this
falls within the custodian
charity's objects
NIA
Details of arrangem8nts for
safe custody and
segregation of such assets
from the charity's own assets
NIA
Additional Inforniatlon (optlonal)
Nam88 and addresus of advlsers (Optlonal Inforniatlon)
Type of
Name
Addro$8
advlser
NIA
Namo of chlaf èxecutlve or name8 of Senlor staff members (Optional Inforniatlon)
Exemptions from disclosure
Reason for non-disclosure of ke
ersonnel details
NIA
Other o
tlonal information
NIA
pg. 11

Declarations
The trustaos daclare that they have approved the trustees, roport abow.
Signed on behalf of the charity's trusteos
Signaturo(s)
Full name{8)
Po8ltlon (og Socretary,
Chalr, otc)
Craig Weiner
Chair
S8jual Shah
Deputy Chalr
2010112025
pg. 12

EFT)
International
EFf hrtelwti0n￿ (CIO)
UK Charity no. I 170538
Fln•nthl Ststsm￿ts (Aeeounti)
for th¢ yur ¢nd¢d 31 March 2024
The Trustee8 are plea8ed to pr¢8¢nt th¢ fman¢iAI 8tat¢mcnts
for tho above year.
Content8
Pa8e
stst¢m¢nt of Flnandal A￿1vItieS
Balance Sheet
NoteB to the Accounts
3to6
tndcpcntht Examinee8 Report

EFf Internatlonal (CIO)
(Registered UK Charity numbcr 1176538)
ststement of Fln4nclAI Activitiei for th¢ y¢ar ¢nded 31 Mar¢b 2024
Year ended
Year ended
31.03.24
31.Q3.23
Intome
Don*tlon$ . Membcrship
Reserv¢d for EFf Research Fund
EFT for Crisis Reserve Fund
81,703
76,747
188
3,248
81,705
80,183
Accredilation
Audio-visual & other sales
Conf¢ren¢e and Meetings
On-line Exams
Disclosure and Barring Seryi¢e
Affiliate Income
Bank Interest
1,985
(30)
703
6,522
570
454
19.484
6.370
55
2,198
529
109,843
1,562
92.447
Les
endltyres
Donations '. EFf for Cri8lS
Trav¢l. Accommodation and Subsi8tence
Website Managemenl
Confcrcnce8 & Meeting8
Awrcdilationrfraining Mana8emcnl
ProjecilOperation8 Management
Promotion and Communications
M¢mb¢rship AdmiJ]istration
General Administration
Bank and PayPal Charg¢s
I£gal and Prof¢s8ional fees
Accountancy & Examination
3.453
1.919
9,326
727
9,JS0
11.960
5,558
10, 135
1,667
3.487
4,5118
5,420
11,204
2,162
10,281
11,502
4,648
7.101
5,038
3,631
17,263
15,408
Amortisation of Inlangible Assets
2,791
91,049
76,J85
OperAtln8 Surplus for the year
1.398
Transf¢r donatiorLS to EFT Research Fund
Transfer EFT funds for cxpendilure
Transfer to EFT for Crisis Fund
(188)
3.453
3.248
17
Remalnder transferred to Gtner*l Reierve
33,275
Page I

r International {CIO)
BHlance Sheet as At 31 March 2024
2024
2023
Intan
11)le As%ets
Website blfwd
Less: Amortisation
2,000
2,000
2,000
2,000
Trade Markn and Identlty bllwd
Additions
Less: Amortis&tion
7J45
8,469
1,124
6221
I,J24
7.345
Governance development blfwd
Additions
Less., Amortisation
3J33
5,000
1,607
1,667
1,666
9,81J7
3,333
12,078
Current As8et8
Prepaid costs
HSBC Account
PayPal Account
131
119.241
00.333
185. 705
121,423
53.396
174,950
Current I.IAbllltles
crdi10￿, AcLruals and Provision
053
23,597
166,297
162,10
176,184
174, 780
The Or Mniswiloii's Re8erYe Funds
General Reserve
Openin8 balance l April 2023
Sutplus for thc year
164,087
1,398
165885
130,8J2
33,275
104,087
ReJerY¢ Fund (Ebry Research)
Opening balance l April 2023
Fund movement in ycar
10,644
10,456
188
10,644
10.044
EFf for Crlsls Fund
55
55
176,184
174, 780
The financial glatements on pag¢s I to 6 are hereby approved on behalf of the TnJstee5.
Craig Weiner (Chair of Trustees)
Dated .
20-01-2025
Page 2

International (CIO)
(Registered UK Charlty number 1176538)
Not¢5 to th¢ Accounts foi. the
ear ¢nded 31 MArch 2U24
l. Accountlng CompllaDce
These ac£ount$ comply with the relevant Clwity SORP (Second edition), FRS102 and
UK Charity law as applicable.
2. B￿1$ of pr¢pv4ration
2.1 Actountlng
The Accounts havc bccn prepared under Ihe Historical Cost Convcntion with items
recogniged at cost or transaction valu¢ unl¢s$ otherwis¢ Slated irt the relevant note.
Thc Accounts hav¢ been prepared in accordancc with thc Statemanl uf
Recommend￿ PTaclic¢'. Accounting and Reporting by Charities and the Financial
Reporting Standard 4ppliGable in thc United Kingdom and Republic of Ireland
{l*RSI 02) and with the Charities Act 2U I I.
The ChRrily Con81itute8 a public benefit entity ￿ defjned by FRSIO2.
2.2 Golug Concern
The Trustees cnnsider that there are no material uncertainties related to events or
conditions that cast significant doubt on the Charity's ability to continue as a going
con¢ern.
P88¢ 3

EFf InternationAI (CIO)
(Reglstered UK Charlty number 1176538)
Notes to the Account$ for the
eAr ended 31 March 2024
3 True & falr vlew
The ACCo￿tS prcscnl a tNe and fair view and thc Accounting policies adopted are thus¢
outlined in not￿ 3 and 4 ￿l￿w.
Ineome
3.2 Membership Subscriptions received in the nalure of a gift are rewgnised as
Donations.
3.3 Memb¢rship Subscriptions which give a member the right to servicey or other
bencfits would be rceoJsnt5ed as incomc carncd from thc provision of good8 wul
serviccs from Charitable activities.
3.4 Donations from book sales are transferred to the F.FT Rescarch rc5crYe fund
4 Intangible Assets
4.1 The Residual Value of thc As80Ciation's websit¢ is ¢StIrn￿￿ tv b¢ £2,000 at 31
March 2024.
4,2 Tradc Mark and Id¢nlity W5ts are b¢in¥ written off over ten years. Arnort15ation is
alculat￿l on a straight linc basis.
4.3 GovernAncz Developrnent Costs are being written off over three years on a straight
line basis.
S Donated Good5 and S¢rvl¢¢$
There were no donatcd services or goods received rcquiTing rccognition in the ycar.
PaB¢ 4

EFT International (CIO)
(Reglstered UK Charity number 1176538)
Notes to the A¢eounts for the eAr ended 31 March 2024
6 Relv4ted Party Transactions
The following services were supplied to th¢ Charity by related parti¢s and volunteers on a
contract for services basis:
2024
2023
H Jones (Voluntecr): B00k-keepin￿C0achln￿
J Dobb5 (Volunteer).. AdministrationlProj¢¢t Management
J Barbee {Voluntcer): Website services/A¢cr¢ditation
J Footman (Volunteer).. External liaison, Projects
nd subcontracted accreditation work
Z West.. Bookkeeping and Membership Services
M Moorby (Volunteer): Accreditation work
B Moore-Hafter (Volunteer).. MernbershiplAccreditation work
Aaron Jerad (AJ Dcsigns).. Webmaster
Melody Lovell.. Membership Administration
5,946
3,442
2,823
6,188
6,140
,228
15,734
350
5,470
70
14,105
5,140
3,526
7 Trnstees Expenses & Beneflts
Expense8 were reimbursed in accordance with the Association's strict policy.
The Trustees enjoy the benefits of membership but they receiveAI no other benefits.
8 Post Balance Sheet Evenls
There are no material post-balance shcet events requiring disclosure.
Page 5

EFf International (CIO)
(R¢glstered UK Charlty number 1176538)
Notes lu the Accuiints for
car endcd 31 MAI'eh 21)24
9 Ind¢pendtnt Serullny
These Accounts have been the subj¢cl of 8tstutory extcrnal scrutiny as required by UK
Charity law in accordanc¢ with the applicable Statement of Recommended Practirx. Th¢
Independent Examiner's 8ervice8 fees (excludin¥ VAT) A￿ ¥d out below:
Year to 31 March 2024
For Ind¢p¢ndent Examination
Accounlancy and other servi
830
1,320
10 Conilngent Iten
The Trusttts consider that thcTC arc no Contingent A88eis or Liabilitie5 to be di8closed.
Page 6

Independent Examincrls Report to the Try$tee8 of Eby Internatlonml {ClO)
(Charity no. 1176538)
on the Accounts for the year ended 31 March 2024
I rew)rt to the INstccs on my examination of Ihc accounts pages one to six of thc abovc charity
("the Trust") for the year ended 31 March 2024
Responslblllllos and bAsl$ of report
As the charitV8 trustees, you are re8pon8ible for the prq)aration of the accounts in accordancc with
the requiremcnts of the Charitie8 Act 2011 {"thc Act").
I report in re4pecl of Iny examination of Ihe Trust's accounts carried out uiider section l45 of the
2011 Act and in carying out my examination. I have tollowed all the applicablc Dircctions givcn
by the Charity Commission under scction 145(5)(b) of the ALt.
The Truslccs arc reminded thal my ¢xamination 18 not an Audit.
Independent ExAmlner'i stal'emenl
I have completed my cxaminalion. l Lunfirn] that no mulcrtul matters have comc lo my all¢ntion in
connection with the examination which gives rne ¢ause lo believe thftt, in any rnalerial r¢specl:
Ihc accounling recnrd8 were not k¢pl in accordance with section 130 of the Charities Arl: or
thc accnLml8 did not aL¢vrd with Ihc accounting records. or
the accouiits did not comply with the applicable r¢quiremenls con¢¢rnin8 thc form and
Content of aLcountg sel out in the Charili*s {A￿oUnt￿ and Rcports) Regulalinnq 2not4 other
than any r¢quir¢ment that Ihc account¥ give a 'lrue and fair, vicw which is not a malicr
considered part of an independent cxaminalion.
I hjve no conccrns and have ¢om¢ across no olh¢r mallers in connection with thc cxftmination to
whiLh altcntion should be drawn in this r¢port in order to ¢nable a proper under¥lundingb ofihe
accounts to be reachcd.
Si￿ed..
Dalcd:
4 .
Oarr
AILxilli(ILr MAAT
(Licensed Meniber of th¢ A5s0cialioTh of A￿nting Technicians)
Wh¢¢lcrs Accountants
Thg Jolll] Greenway Building,
John Greenwuy Closc.
Tivcrton, EXI6 6QF