
## **Trustees’ Annual Report for the period** 

## **From 1[st] July 2022                 Period start date   To 30[th] June 2023 Period end date** 

## **Charity name: Association of University Teachers of Psychiatry** 

## **Charity registration number: 325134** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|The AUTP is an independent body, whose<br>principal aim is to promote the effective<br>learning and teaching of psychiatry to<br>medical undergraduates in the medical<br>schools of the UK and Ireland through<br>educational meetings. Membership of the<br>organisation is open to all staff that have a<br>role and an interest in teaching psychiatry,<br>regardless of their own academic discipline.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|Over this period the AUTP has undertaken<br>work to advance psychiatric education. This<br>has included undertaking a national<br>research study on undergraduate<br>psychiatry curricula in the UK.<br>The AUTP continue to lead on the<br>development of a book on Online<br>Education in Psychiatry.<br>The AUTP continued its educational<br>webinar series in 2022.<br>The AUTP collects membership fees from<br>members, for this the unincorporated<br>charity the Association of University<br>Teachers of Psychiatry (charity number<br>325134) acts as an agent. They receive the<br>income, manage expenditure and hold<br>funds on behalf of this charity.|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|The Trustees have had regard to the<br>guidance issued by the Charity<br>Commission.|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 



SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other 

## **Achievements and Performance** 

SORP reference As noted in "Summary of the main activities" section. Summary of the main Para 1.20 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. 

## **Additional information (optional)** You may choose to include further statements where relevant about: 

Achievements against Para 1.41 objectives set Performance of fundraising activities against objectives Para 1.41 



|set|||
|---|---|---|
|Investment performance<br>against objectives|Para 1.41||
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|The charity is in a healthy financial position<br>and is confident in its ability to meet all<br>financial commitments.<br>Charity number 325134 is acting as an<br>agent for the charity in the transition period<br>moving from an unincorporated charity to a<br>CIO.<br>The sum total of financial reserves are<br>£63,150.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|Reserves are held to allow for future<br>planning and to allow the charity to fund<br>activities such as conferences that require<br>advance payment.|
|Amount of reserves held|Para 1.22|£63,150|
|Reasons for holding zero<br>reserves|Para 1.22|N/A|
|Details of fund materially in<br>deficit|Para 1.24|N/A|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|The trustees foresee no concerns.|



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

The charity’s principal sources of funds (including Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the principal Para 1.46 risks facing the charity Other 



## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Constitution|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|Charitable Incorporated Organisation|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|Trustees are members of the Executive<br>Committee elected by members.<br>The Executive Committee can appoint two<br>additional trustees through competitive<br>appointment.|



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

|<br>Policies and procedures<br>adopted for the induction<br>and training of trustees|<br>Para 1.51||
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>parties|Para 1.51||
|Other|||



## **Reference and Administrative details** 

|Charity name|Association of University Teachers of Psychiatry|
|---|---|
|Other name the charity uses||
|Registered charity number|1193278|
|Charity’s principal address|Mersey Care NHS Foundation Trust<br>Clock View Hospital<br>2A Oakhouse Park<br>Walton<br>LIVERPOOL<br>L9 1EP|
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## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Declan Hyland|Trustee, Chair|||
||Deepika Sharma|Trustee, Treasurer|||
||Sridevi Sira<br>Mahalingappa|Trustee, Secretary|||
||Elizabeth Forty|Trustee|||
||Henry James<br>Fallon|Trustee|||
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– Corporate trustees names of the directors at the date the report was approved 

**Director name Not applicable** 

Name of trustees holding title to property belonging to the charity 

|**Trustee name**|**Dates acted if not for whole year**||
|---|---|---|
|**Not applicable**|||
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## **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**<br>**adviser**|**Name**<br>**Address**|**Name**<br>**Address**|
|---|---|---|
|**Legal**|AJ Lutley|Springfield, Rookery Hill, Ashtead, KT21 1HY|
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## **Name of chief executive or names of senior staff members (Optional information)** 

## **Exemptions from disclosure** 

Reason for non-disclosure of key personnel details 

**N/A** 

## **Other optional information** 

**N/A** 



## **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)** Dr Henry James Fallon 

**Position (eg Secretary,** Trustee **Chair, etc)** 

**Date** 07/06/2024 



## Financial Report 

From 1st July 2022               Period start date 

To 30th June 2023 Period end date 

Charity name: Associaton of University Teachers of Psychiatry Charity registraton number: 325134 

|Income||
|---|---|
|Banking interest|34|
|Investment dividends|280|
|Membership receipts|560|
|Total|874|



|Expenditure||
|---|---|
|Total|0|
|Holdings||
|M&G|953|
|Black Rock|1963|
|CCLA|498|
|NS&I|50,449|
|Lloyd's Bank|8983|
|Lloyd's Conference Account 303||
|Total|63,150|



## Liabilites 

## None 

**The trustees declare that they have approved the trustees’ report above.** 

**Signed on behalf of the charity’s trustees** 



## **Signature(s)** 


**Full name(s)** Dr Henry James Fallon 

**Position (eg Secretary,** Trustee **Chair, etc) Date** 07/06/2024 

