**Trustees' Annual Report for the period** Period start date Period end date **T From** 01 09 2024 **o** 31 08 2025
Section A Reference and administration details
**Charity name** Balance of the Mind
## **Other names charity is known by**
**Registered charity number (if any)** 1205980
## **Charity's principal address** Unit 14
Duck Farm Court, Station Way West Aylesbury, Buckinghamshire **Postcode** HP20 2SQ
## **Names of the charity trustees who manage the charity**
**Dates acted if not for Trustee name Office (if any) whole year**
**Name of person (or body) entitled to appoint trustee (if any)**
- 1 Zachariah Isaac Chair Trustee
- 2 Wasif Hussain Trustee
- 3 Addnan Qadir Trustee
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## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year** Zachariac Isaac Wasif Hussain Addnan Qadir
## **Names and addresses of advisers (Optional information)**
**Type of adviser Name Address**
## **Name of chief executive or names of senior staff members (Optional information)**
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Type of governing document Constitution (eg. trust deed, constitution)
How the charity is constituted Charitable incorporated organisation
- (eg. trust, association, company)
Trustee selection methods Appointed by trustees
(eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
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You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **As part of our dedication to promoting mental well-being, education, research, and community support, we have established robust governance policies and collaborative partnerships to ensure the charity** ’ **s effective management and sustainable growth.**
## **1. Induction & Training for Trustees**
To equip trustees with the knowledge and skills required for their roles, we have implemented a structured induction and training program, which includes:
- **Comprehensive Introduction:** New trustees receive an overview of the charity’s mission, core activities, governance framework, and legal responsibilities.
- **Training Workshops:** Regular sessions cover topics such as charity regulations, financial management, ethical fundraising, and risk management.
- **Ongoing Development:** Trustees are encouraged to engage in external training opportunities and stay informed about the latest developments in mental health research, education, and advocacy.
## **2. Organisational Structure & Partnerships**
Our charity operates under the leadership of a board of trustees, who provide strategic oversight and governance.
- A dedicated management team ensures the effective implementation of programs, financial oversight, and daily operations.
- We collaborate with a broad network of partners, including: ◦ Mental health professionals and healthcare providers for program development and delivery.
- Universities and research institutions to advance mental health studies and evidence-based interventions.
- Local and international non-profit organizations working in mental health advocacy and community support.
- Government agencies to contribute to policy discussions and public mental health initiatives.
## **3. Ethical Partnerships & Transparency**
We maintain ethical and transparent relationships with funding bodies, corporate sponsors, research institutions, and government organizations.
- A strict conflict-of-interest policy ensures accountability, requiring trustees and key staff to disclose any affiliations with organizations that interact with the charity.
- • Clear governance procedures are in place to uphold integrity in all financial and operational decisions.
## **4. Risk Management & Compliance**
The board of trustees regularly assesses potential risks that could impact the charity’s operations, ensuring proactive management through:
- **Financial Security:** Diversifying funding sources and maintaining strong financial oversight to ensure long-term sustainability.
- **Operational Resilience:** Implementing data security measures, compliance monitoring, and safeguarding policies to protect service users and stakeholders.
- **Reputation Management:** Upholding ethical fundraising practices, transparent reporting, and community engagement to maintain public trust.
- **Regulatory Compliance:** Adhering to the regulations set by the Charity Commission and following governance best practices.
- To mitigate these risks, we have established: • Routine risk assessments conducted by trustees and senior management.
- • Financial audits and oversight to maintain compliance and financial health.
- • Crisis response plans to effectively manage unforeseen challenges.
- Through these governance measures, we ensure operational excellence, ethical accountability, and the continued success of our mental health initiatives. 3 March **2012**
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## **Section C Objectives and activities**
**Summary of the objects of the charity set out in its governing document**
TO PROTECT AND PROMOTE GOOD MENTAL HEALTH AMONG PEOPLE WHO ARE EXPERIENCING MENTAL HEALTH CONDITIONS, OR THOSE WHO ARE AT RISK OF DEVELOPING MENTAL HEALTH CONDITIONS, THROUGH THE PROVISION OF COUNSELLING SESSIONS AND SESSIONS WHICH PROVIDE ADVICE, GUIDANCE, PEER TO PEER SUPPORT AND ACTIVITIES WHICH ARE DESIGNED TO PROMOTE GOOD MENTAL HEALTH AND RECOVERY WHICH THEY COULD NOT OTHERWISE AFFORD.
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## **Summary of Key Activities for Public Benefit**
In alignment with our charitable mission, we have undertaken various initiatives to enhance public health, mental well-being, education, research, and related areas:
## **Public Health Awareness Efforts**
- Hosted community workshops and online sessions to educate individuals on disease prevention, nutrition, and healthy living.
- Developed and distributed accessible educational resources through digital platforms and local outreach initiatives.
## **Mental Health Education and Support**
- Conducted awareness campaigns to challenge stigma and improve public understanding of mental health.
**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)**
- Collaborated with experts to provide guidance on stress management, mindfulness, and emotional resilience.
- • Promoted mental health support services through social media, community programs, and educational events.
## **Health Education Programs**
- Created and shared informative content with schools, workplaces, and community organizations on various health-related subjects.
- Delivered training sessions for healthcare professionals and community workers to enhance service delivery.
- **Research and Development**
- Supported and conducted studies focused on mental health and broader public health concerns to advance knowledge and improve care.
- Partnered with healthcare organizations, universities, and researchers to foster evidence-based solutions.
- Published findings and reports to influence healthcare policies and support community initiatives.
## **Commitment to Public Benefit**
The trustees affirm that they have considered the guidance provided by the Charity Commission regarding public benefit and have ensured that all initiatives align with the charity’s goal of improving overall health and well-being.
**Additional details of objectives and activities (Optional information)**
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## **Support for Our Mission**
In line with our commitment to promoting public health, mental well-being, education, research, and related initiatives, we actively engage in the following areas:
## **Grant-Making Policy**
Our charity provides grants to support projects that align with our mission, including:
- Funding research efforts focused on mental health and other public health concerns.
## **Programme-Related Investment (PRI) Policy**
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
We explore programme-related investments that advance our charitable objectives by:
- Supporting research and innovation aimed at improving public health knowledge and practices.
- Partnering with academic institutions, healthcare organizations, and technology developers to drive advancements in mental health care.
## **Volunteer Contributions**
- Volunteers are essential to the success of our charity, contributing through:
- Assisting in the planning and delivery of health education initiatives and awareness campaigns.
- Supporting research efforts by gathering data, conducting surveys, and aiding in analysis.
- Providing administrative and technical assistance for digital resources and outreach programs.
- Offering peer support and mentorship to individuals affected by mental health challenges.
We greatly value the commitment of our volunteers and continually offer training and development opportunities to enhance their contributions.
## Section D Achievements and performance
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Section D Achievements and performance
|**Summary of the main**
**achievements of the charity**
**during the year**|**1. Free Therapy & Mental Health Support**
Offered up to**22**complimentary therapy sessions per person to
individuals from low-income backgrounds and those receiving
benefits, addressing stress, anxiety, and depression.
Provided over**1,321**hours of free therapy, ensuring essential
mental health care was accessible to those in need.
Engaged with more than**2,753**individuals through face-to-face
interactions and social media outreach to promote mental well-
being.
Partnered with various organizations to deliver mental health
workshops, equipping workplaces and communities with valuable
tools for emotional resilience.
**2. Awareness & Education Initiatives**
Delivered mental health awareness programs, encouraging positive
conversations around mental well-being.
Hosted webinars and interactive sessions, covering topics such as
coping mechanisms, stress relief techniques, and mental wellness
strategies.
Expanded our online mental health resources.
**3. Advocacy & Collaborative Efforts**
Worked with mental health specialists to design and implement
counseling programs and resilience training.
Strengthened collaborations with local businesses, community
groups, and partner organizations to extend mental health support.
Launched awareness campaigns aimed at reducing stigma and
promoting early intervention for mental health challenges.
**4. Research & Development**
Conducted significant research studies to explore mental health
challenges and effective support strategies.
Partnered with academic institutions and healthcare professionals
to contribute to evidence-based mental health policies.
**5. Community Engagement & Volunteer Impact**
Mobilized**19**dedicated volunteers who played a vital role in
community education, research assistance, and peer mentoring.
Strengthened ties with mental health practitioners, educational
institutions, and support networks to broaden our reach and impact.
Through these efforts, we have made significant strides in
improving mental health accessibility, raising awareness, and
delivering crucial support to individuals and communities in need.|
|---|---|
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## **Section E Financial review**
**Brief statement of the charity’s policy on reserves**
Our charity's policy on reserves is to maintain a financial buffer of up to 10 months of operational expenses. This ensures we can continue to deliver our services and fulfill our mission in the event of unexpected financial challenges or fluctuations in income.
**Details of any funds materially in deficit**
## **Further financial review details (Optional information)**
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You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
As part of our dedication to enhancing public health, including mental health, education, and research, we ensure that our financial resources are managed efficiently to deliver maximum public benefit. Our funding comes from a variety of sources, including contributions for specialized therapy and donations from those we serve, allowing us to provide essential services.
## **1. Main Sources of Funding**
Our charity receives financial support from several key channels:
- **Grants & Donations** : Assistance from government agencies, health organizations, and individual donors.
- **Fundraising Efforts** : Community events, sponsorship opportunities, and online donation campaigns.
- **Research & Institutional Support** : Partnerships with universities, medical institutions, and research organizations.
- **Corporate Partnerships** : Contributions from businesses aligned with our values, supporting targeted health programs.
- **Specialized Therapy Funds & Beneficiary Contributions** : Donations from those receiving mental health support, ensuring the sustainability of our services.
## **2. How Funds Have Supported Our Mission**
Our expenses are carefully directed to achieve our key objectives, focusing on the following areas:
- **Health Education & Outreach** : Supporting workshops, digital content, and community programs to raise awareness of mental health, diabetes, and general well-being.
- **Mental Health & Therapy Services** : Offering specialized counseling and therapy, funded by donations and dedicated funding for mental health services.
- **Research & Innovation** : Funding research projects aimed at improving mental health care and developing new treatment approaches.
- **Volunteer & Community Engagement** : Providing training and resources to volunteers who assist in delivering our programs and supporting our goals.
## **3. Investment Strategy & Ethical Practices**
We follow a responsible investment strategy, ensuring that funds are managed with integrity and sustainability in mind.
- **Ethical Investment** : Our investments align with our values, avoiding sectors that conflict with public health and mental health objectives.
- **Long-Term Financial Security** : We focus on ensuring financial stability to maintain uninterrupted service delivery to those who need it most.
- **Supporting Health & Social Causes** : We prioritize investments that contribute to our mission of promoting mental health and other public health initiatives.
Through careful financial management, we continue to grow our impact, helping to improve mental health and overall well-being in the communities we serve.
## **Section F Other optional information**
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## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)**
**Full name(s)** zachariah isaac Wasif Husaain Addnan Qadi **Position** Chair trustee Trustee. Trustee **Date** 26/10/2025. 28/10/2025 28/10/2025
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**Charity Name**
**Charity Name No Balance of the Mind 1205980 Receipts and payments accounts CC16a For the period** Period start date Period end date **To from** 01/09/2024 31/08/2025
## **Balance of the Mind**
**----- Start of picture text -----**
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Donations - - - - 5,425
Income 31,660 - - 31,660 21,182
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
AR) [ 31,660 ] - - 31,660 26,607
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 31,660 - - 31,660 26,607
A3 Payments
Staff costs 14,874 - - 14,874 14,711
Subscriptions 2,782 - - 2,782 869
Other costs 30 - - 30 198
Clinic 17,253 - - 17,253 350
Accountancy 600 - - 600 200
Telephone 104 - - 104 70
Bank fees 35 - - 35 21
- - - -
- - - - -
Sub total [ 35,678 ] - - 35,678 16,419
A4 Asset and investment
purchases, (see table)
Apple Equipment 2,102 - - 2,102
- - - -
Sub total [ 2,102 ] - - 2,102 -
Total payments 37,780 - - 37,780 16,419
Net of receipts/(payments) - 6,120 - - - 6,120 10,188
A5 Transfers between funds - - - - -
A6 Cash funds last year end 10,188 - - 10,188 -
Cash funds this year end 4,068 - - 4,068 10,188
**----- End of picture text -----**
## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
**B1 Cash funds**
CCXX R1 accounts (SS)|Bank account
**Details**
1|**Unrestricted**
**funds**
**to nearest £**
**4,068**
**-**|**Restricted**
**funds**
**to nearest £**
**-**
**-**
|**Endowment**
**funds**
**to nearest £**
**-**
**-**
24/10/2025|
|---|---|---|---|---|
|**B2 Other monetary assets**
**B3 Investment assets**
Signed by one or two trustees on
behalf of all the trustees
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**|**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
**Details**
**Details**
Signature
**Details**
Apple Equipment|**-**
**-**
**4,068**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
Unrestricted funds
**2,102**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
Zachariah Isaac|**-**|
|---|---|---|---|
||||**-**
OK|
||||**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**2,102**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**When due**
**(optional)**
Date of
approval
26/10/2025|
CCXX R2 accounts (SS)
24/10/2025
2
## **Independent examiner's report on the accounts**
**Section A Independent Examiner’s Report**
**Report to the trustees/** Charity Name Balance of the Mind **members of On accounts for the period** 31[st] August 2025 **Charity no** 1205980 **ended (if any) Set out on pages** (remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the period ended **31 / 08 / 2025** .
**Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
## **Independent examiner's statement**
I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:
- accounting records were not kept in accordance with section 130 of the Act or
- the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
* _Please delete the words in the brackets if they do not apply._
|**Signed:**
**Name:**
**Relevant professional**
**qualification(s) or body**
**(if any):**
**Address:**|**Date:**
24/10/2025|24/10/2025|
|---|---|---|
||Robert Couser||
||||
||ICAEW - ACA||
||||
||162 Kingsquarter||
||Maidenhead||
||SL6 1AW||
1
**IER**
**Section B**
## **Disclosure**
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
**Give here brief details of any items that the examiner wishes to disclose** .
2
**IER**