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2025-04-13-accounts

Overeaters Anonymous Region 9 CIO

Charitable Incorporated Organisation Registered Charity No. 1202723

Annual Report and Financial Statements

For the period from registration 14 April 2024 to 13 April 2025

Page 1

Overeaters Anonymous Region 9 CIO

Contents

For the period from registration 14 April 2024 to 13 April 2025

Page
Contents 2
Trustees’ Annual Report 3–5
Independent Examiner’s Report 6
Statement of Financial Activities 7
Balance Sheet 8
Notes to the Financial Statements 9–12

Page 2

Overeaters Anonymous Region 9 CIO Charitable Incorporated Organisation

Reg No: 1202723

Reg Address: B D B PITMANS LLP 1 Bartholomew Close, London, EC1A 7BL

Annual Report

2024 – 2025

Presented on behalf of the Board of Trustees (Imelda MacDougall and Natasha Patel) by Rev Alexandra Wilson, Chair of Trustees

About OAR9 CIO

This is the second year that this new CIO is reporting to the Charities Commission and submitting accounts. Here is some background; Overeaters Anonymous is a global 12 Step recovery fellowship for people who suffer from food addiction and all forms of eating disorders. The administration of the fellowship is distributed to autonomous bodies depending on geography and / or shared characteristics. All of these administrative bodies adhere by a moral code set out in the 12 Traditions of the fellowship which ensures consistency of operations and good relations between these different bodies. Region 9 is a very large administrative body that covers operations in Africa, Europe, Middle East and Western Asia.

The language of business for OA Region 9 is English and the banking is in the United Kingdom.

The governance of the Region is undertaken entirely by volunteer members of Overeaters Anonymous, which meets twice annually at a Region Assembly. There is a democratic system of representation of all the smaller service bodies that make up the Region and these members vote for the Region Board which oversee the governance and operations of the Region between Assemblies. The activities of the Region are entirely funded through the voluntary contributions of its own members and with grants made by the World Service Office, based in the USA.

The OA Region 9 CIO has been established in order to provide due diligent administration of the bank account for the Region. The CIO itself is solely concerned with the administration of the funds and does not engage with any of the activities of the Region itself. The Trustees for the CIO are appointed by the Board of the Region to manage the finances on their behalf and the relationship between the Region Board and the CIO is set out in Policy. The CIO oversees the running of the business bank account that is held with NatWest and also PayPal. Essentially the CIO makes grants to service bodies and members of OA Region 9 to enable these individuals and groups to “carry the message” of recovery, undertake the necessary work and service of the organisation for the purpose of:

“Advancement of Health and the Saving of Lives”

Structure and Management

OA Region 9 is the appointing body and appoints trusted servants of the fellowship to be Trustees of the Charitable Incorporated Organisation.

Imelda MacDougall and Alexandra Wilson remain on the Board of Trustees this financial year and we replaced our Jonathan Brinsden, lawyer at BDB Pitmans LLP, with Natasha Patel as our third trustee.

In order to avoid conflicts of interest only one member of the board of trustees for the CIO may also serve on the Region 9 board and that person is Natasha Patel.

The expenditure for the year is approved at the Autumn Assembly of OA Region 9 by the membership body in the Budget. This Budget is submitted to the trustees of the CIO in the form of a submission to make grants and payments. The trustees of the CIO adhere to the approved budget and cannot make decisions themselves to make payments that are not listed on the budget. Expenditure is instigated on a weekly basis by the Treasurer of the Region with the Region Board’s approval; the Treasurer sends a request to the trustees of the CIO who check the expenditure is in alignment with the pre-approved budget and execute the transaction accordingly.

The trustees of the CIO work together with the Region Board to ensure accurate record maintenance and transparency of financial transactions.

Activities and Objectives in the Year

The biggest expenditures for this year include grant making for Representatives to attend the Annual Region Assembly, funding for delegates to attend the World Service Business Conference and the expenses of the Region Board to attend Annual Assembly. Additionally major expenses included the cost of the lawyers in the establishment of this CIO and also a radical redesign and relaunch of the OA Region 9 website www.oaregion9.org

See Financial Summary tables attached

Achievements and Performance (Include report on Public Benefit)

Although the public benefit of a 12 Step recovery fellowship is hard to measure due to the need to protect the anonymity of the membership at large, its value cannot be overstated. Anyone in world who suffers from eating disorders, food addiction, can find recovery if they want it and the work of the Region to ensure that Overeaters Anonymous literature and resources are available in multiple languages and are culturally appropriate is an incredible achievement.

The important thing is to not confuse the OA Region 9 CIO with the activities of the Region at large. The CIO exists to administer the bank account and to provide due diligence to the Charities Commission to ensure that our banking procedures are within UK law, as the bank

account is held with a UK bank. So the achievements of the CIO alone is limited to making the financial transactions possible for the Region at large to most effectively do its work.

Financial Review (Incl debts and details of Reserves Policy)

See Financial Summary attached

(The reserve policy for OA Region 9 is to keep a prudent reserve of one years running expenses)

Moving Forwards

This year we will be recruiting new trustees to replace at least Imelda MacDougall if not also Alexandra Wilson. The policy manual is reviewed and in place, with additional work required in liaison with OA Region 9 as a whole to ensure compatibility with their Policies and Procedures while retaining the essential neutrality of the CIO work. Policy review and development is being undertaken by Alexandra Wilson at the moment. Natasha Patel continues to act as liaison between Region 9 and the CIO and also with our accountant.

Overeaters Anonymous Region 9 CIO

INDEPENDENT EXAMINER’S REPORT

Independent examiner’s report to the trustees of Overeaters Anonymous Region 9 CIO, Charity no: 1202723

Responsibilities and basis of report

I report on the financial statements of the above charity for the period from registration 14 April 2024 to 13 April 2025, which comprise the statement of Financial Activities, the Balance Sheet and the related notes.

The charity’s trustees are responsible for the preparation of the accounts in accordance with the Charities Act 2011 (‘the Act’).

It is my responsibility to examine the accounts under section 145 of the Charities Act, follow the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act, and state whether particular matters have come to my attention.

Independent examiner’s statement

Chaweevan Williams FCCA

Date: 17[th] February 2026

Chartered Certified Accountant Verdant Accountants Ltd 20-22 Wenlock Road, London N1 7GU

Page 6

Overeaters Anonymous Region 9 CIO STATEMENT OF FINANCIAL ACTIVITIES (incl Income & Expenditure Account)

For the period from registration 14 April 2024 to 13 April 2025

Notes
Income from:
Income resources from generated funds:
Voluntary income Donations and Fundraising
Investment income Bank Interest
Income resources from charitable activities:
Service Bodies
For WSO from SB’s
R9 Assembly
Other
1
Expenditure on:
Charitable activities
Governance costs
Total expenditure
1 & 2
Reconciliation of funds:
Total funds brought forward
Total funds carried forward
6
Total income
Net income /(expenditure) resources		 Unrestricted
Funds
Year ended
13 Apr 2025
£
411
0
28,209
5,424
2,647
0
36,691
40,643
3,966
44,609
(7,918)
102,546
94,628		 Unrestricted
Funds
Year ended
13 Apr 2024
£
692
0
23,120
7,511
3,674
587
35,584
32,853
4,974
37,827
(2,243)
104,789
102,546

There were no other recognised gains or losses other than those stated above.

All of the activities of the charity are classed as continuing.

All funds are Unrestricted.

Notes 1-7 from part of these accounts.

Page 7

Overeaters Anonymous Region 9 CIO BALANCE SHEET

As at 13 April 2025

Notes
Fixed assets
Tangible assets
3
Current Assets
Debtors & payment in advance
4
Stock of literature
Bank accounts & cash
Creditors: Amounts falling due within one year
Creditors & Accruals
5
Net current assets
Net assets
Represented by Funds of the Charity
Unrestricted funds:
6
Total funds		 2025
£
£
0
0
0
96,098
96,098
(1,470)
94,628
94,628
94,628
94,628		 2024 2024
£
0
0
96,098
96,098
(1,470)		 £
0
0
103,986
103,986
(1,440)		 £
0
102,546
102,546
102,546
102,546

The financial statements were approved by the Trustees on 12 February 2025 and signed on their behalf by:

Imelda MacDougall Trustee

Natasha Patel Trustee

Notes 1-7 form part of these financial statements.

Page 8

Overeaters Anonymous Region 9 CIO NOTES TO THE ACCOUNTS For the period from registration 14 April 2024 to 13 April 2025

1 Accounting policies

a) General information and basis of preparation

The Overeater Anonymous Region 9 is a .Charitable Incorporated Organisation (CIO).

The accounts have been prepared under the historic cost convention, in accordance with applicable accounting standards and follow the Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102). The following are the accounting policies which have been applied in dealing with material items:-

The financial statements are prepared on a going concern basis under the historical cost convention, modified to include certain items at fair value. The financial statements are presented in sterling which is the functional currency of The Charity.

The significant accounting policies applied in preparation of these financial statements are set out below. These policies have been consistently applied to all years presented unless otherwise stated.

b) Funds

Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of The Charity and which have not been designated for other purposes.

The charity has no restricted funds in this period.

c) Income recognition

All incoming resources are recognised and included in the Statement of Financial Activities (SoFA) when The Charity is legally entitled to the income after any performance conditions have been met, the amount can be measured reliably and it is probable that the income will be received.

Investment income (bank interest) is included when received.

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Overeaters Anonymous Region 9 CIO NOTES TO THE ACCOUNTS (continued) For the period from registration 14 April 2024 to 13 April 2025

1 Accounting policies (continued)

d) Expenditure recognition

All expenditure is accounted for on an accruals basis, and includes VAT which cannot be recovered. All costs are allocated between the expenditure categories of the SOFA. Expenditure is recognised where there is a legal or constructive obligation to make payments to third parties, it is probable that the settlement will be required and the amount of the obligation can be measured reliably.

Costs allocation

Charitable activities expenditure includes those costs incurred by the charity in the delivery of its activities and services for its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.

Governance costs include the costs of independent examination and preparing the statutory accounts and the cost of any legal advice to Trustees on governance or constitution matters.

The analysis of these costs is included in note 2.

e) Tangible fixed assets

Tangible fixed assets are stated at cost (or deemed cost) or valuation less accumulated depreciation and accumulated impairment losses. Cost includes costs directly attributable to making the asset capable of operating as intended.

Depreciation is provided on all tangible assets, at rates calculated to write off the cost, less estimated residual value, of each asset on a systematic basis over its expected useful life as follows:

Computer and electronic equipment 25% straight line

f) Debtors and creditors receivable / payable within one year

g) Taxation

The Charity is an exempt from corporation tax on its charitable activities.

h) Going Concern

The financial statements have been prepared on a going concern basis as the trustees believe that no material uncertainties exist. The trustees have considered the level of funds held and the expected level of income and expenditure for 12 months from authorising these financial statements and the budgeted income and expenditure is considered sufficient for the charity to be able to continue as a going concern.

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Overeaters Anonymous Region 9 CIO NOTES TO THE ACCOUNTS (continued)

For the period from registration 14 April 2024 to 13 April 2025

2 Total expenditure

Total expenditure
Charitable activities:
Chair Travel Exp’s for RCC Meeting & WSBC
R9 Assembly Board, Com chairs Travel/ Accom
Region 9 Assembly - Parliamentarian
Assembly Room
Region 9 Assembly Rep Assistance
Region 9 Delegate to WSBC
Region 9 SB/IG Delegate Assistance WSBC
Region 9 Assembly Committee Chairs
Technology
Website
Bank Charges
Legal advice/Professional services
Translations/Projects/PIPO/Committees
Misc
Foreign Exchange (gain) / loss
Governance costs
Accounts Preparation & Review
Legal advice/Professional services
R9 Total Expenditure
Contributions to WSO
Contributions to WSO-R9 Service Bodies
TOTAL EXPENDITURE		 Charitable
activities
£
3,103
3,094
1,783
4,940
3,229
2,403
8,274
1,302
1,527
0
253
0
0
50
0
29,958
5,000
5,685
40,643		 Governance
costs
£
1,470
2,496
3,966
3,966		 Year Ended
13 Apr 2025
Total
£
3,103
3,094
1,783
4,940
3,229
2,403
8,274
1,302
1,527
0
253
0
0
50
0
1,470
2,496
33,924
5,000
5,685
44,609		 Year Ended
13 Apr 2024
Total
£
1,486
4,428
695
0
0
0
1,040
7,518
1,410
5,807
295
0
2,034
604
7
1,440
3,534
30,298
3,000
4,529
37,827

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Overeaters Anonymous Region 9 CIO NOTES TO THE ACCOUNTS (continued)

For the period from registration 14 April 2024 to 13 April 2025

3 Tangible fixed assets
Cost
Cost b/fwd
Additions
Cost c/fwd
Depreciation
Depreciation b/fwd
Charge for the year
Depreciation c/fwd
Net book value
At end of period ( 2024 year)
At start of period ( 2023 year)
4
Debtors & payment in advance
Debtors & Prepayment
5
Creditors: amounts falling due within one year
Trade creditors
Other creditors
Accrual
6
Movement of funds
Unrestricted fund at start of the period
Net income/(loss) 2025
Unrestricted fund at year end		 Computer and
electronic
Equipment
0
0
0
0
0
0
0		 Year Ended
13 Apr 2025
Total
£
0
0
0
0
0
0
0
0
Year Ended
13 Apr 2025
£
0
0
Year Ended
13 Apr 2025
£
0
0
1,470
1,470
Year Ended
13 Apr 2025
£
102,546
(7,918)
94,628		 Year Ended
13 Apr 2024
Total
£
0
0
0
0
0
0
0
0
Year Ended
13 Apr 2024
£
0
0
Year Ended
13 Apr 2024
£
0
0
1,440
1,440
Year Ended
13 Apr 2024
£
104,789
(2,243)
102,546

7 Transactions with trustees and related parties

No remuneration was paid to the Trustees or any related party.

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