2025-03-31-accounts

The Association of Chaplaincy in General Practice CIO ACGP Registered Charity 1206229 Rowheath Pavlllon, Heath Road, Birmingham B30 IHH TRUSTEES, REPORT AND FINANCIAL STATEMENTS for the periodl ended 31st March 2025 L FOT a definition of 'perlod' see page 3

Contents Page Report of the Trustees Legal and administratlve information Independent Examinerfs Report Receipts and Payments Account Statement of Assets and Llabilities Notes to the accounts Poge 2 of 11

REPORT OF THE TRUSTEES The Trustees have pleasure in submittlng their report together with the financial statements for the period ended 315t March 2025. The flnancial statements have been prepared in accordance with the Charitie5 Statement of Recommended Practice (Charities SORP FRS 1021 as amended by Update Bulletins l and 2, Financlal Reporting Standard 102 IFRS 1021 and the Charlties Act 2011. Although The Association of Chaplaincy In General Practi￿ I'ACGP'I has operated for many years, it has previously been a project of The Whole Person Health Trust Icharity no 10986711. Wlth the full support of the WPHT Trustees, ACGP registered a5 a Charitable Incorporated Organisation ICIOI on 15 December 2023. This report and the accounts that form part of tt therefore cover the 16 months from that date to 31" March 2025. STRucfuRE, GOVERNANCE AND MANAGEMENT 1.1 Constitutlon of the CIO and Status The governing instrument of the CIO is the Constltutlon dated Isth December 2023. The CIO was re8lStered with the Charlty Commisslon on 15th December 2023 wSth the number 1206229. The CIO is Teglstered with the Inland Revenue and Is exempt from corporatlon tax under part 10 of the Income tax Art 2007. 1.2 Trustee Bodv The trustees who held office durlng the perlod and to the date of th15 report are Ilsted on page 6, Legal and Administratlve Information. The inltlal trustees were appolnted for fixed terms of varylng length from I to 4 vear5 to ensure that their re-appolntments are staggered. Each subsequent term is limlted to 3 years, wlth a maximum tenure of 3 terms. All new trustees need to be appointed by the trustee body. Membership of the CIO is restrScted to the servln8 Trustees. 1.3 Trustee Indurtlon and tralnln¢ All new trustees are glven Information relatin8 to the responslbilltles of TrLbStees and orlentatlon to the work of the CIO in accordance wlth the Inductlon process approved by the Trustees. 1.4 Trustee m•etlngs The Trustees meet a minimum of three tlmes a year to oversee the governance, strategy and policies of the CIO. They have a comprehensSve annual programme to ensure that po15cies and procedures are regularly updated and revlewed. Legal advlce Is sought when necessary. This meetin8 Is joined by the Company Secretary and the Manager ex officio. All meetlng5 are fully recorded wSth clear decSslon5 and action poSnts. 1.5. Tru5tees' confllct of Irrterfjst A Register Df Tru5tee5' Interests Is held to ensure that there are no conflicts of interest. Thls Is updated regularly. Related party 155ues are fully declared in the financial statements. The Trustees have a clear procedure that if there is 3 potential conflict of interest on any matter, the Trustee with the potential conflict of interest is asked to leave the room and take no part in the debate or decls10n. Two of the Trustees provide training services on behalf of the CIO for whlch they are remunerated. The rates of remuneratSon are set without thelr particlpation by the remainin8 Trustees In accordance wlth guldelines provlded by the Charity Commission. 1.6 Organlsatlon of the CIO The operations of the CIO afe conducted in accordance with the policie5 and strategy approved by the Tru5tee5. The Trustees are also actlvely bnvolved in the running of the CIO to try to keep overhead5 low. They seek to provide ongoin8 SUPPOrt to the pald staff. Pale 3 0111

1.7 Rlsk Management The Trustees review rlsk, including the CIO'S financial procedures, on a regular basis and formally Teview the r15k attion plan on an annual basis, seeking to ensu￿ all major risks to which the CIO might be exposed are Sdentified, in particular those relating to the operations and finances of the CIO. The Trustees are satisfied that there are systems in place to mitigate the exposure to major ri5k5 1.8 Saleguardlng The Trustees are committed to ensurln8 that all staff and clients of ACGP are respected and protected through a Safeguardlng Process. Our Safeguarding Polity is reviewed annually by the Trustees. OBJEcfivES AND ACTIVITIES 2.1 The Objects of the CIO are: l. to Improve the mental, emotlonal and 5plrltual health of those who exp•rlenc• 111 health, by provldlnB to them. thèir famlly and frlends, * chaplalncy s¢tvl£e wlthln • prlmary healthcare or communlty s•ttln 2. to advance educatli>n by provldln8 traSnini •nd offerlnl supeNlslon and annual accredltatlon ol chaplalncy practltloners In a prlmary healthcare or ¢ommunlty s¢ttln8. The Trustees currently alm to pursue these obletts primarlly through tralning chaplalns by running both a Foundations Course and on8olng CPD, networkln8 and liai51ng with other IlkemSnded networks and throu8h other projects, training and conferences which may be appropriate 2.2 Revlew of the artlvltles ol the CIO The CIO ha5 established Itself effectively as a new entlty and started to build on its existin8 reputatlon and achlevements. its specific achievements thls year Include.. A Successful ¢onferen¢e. In January 2025 ACGP held 3 conference at the Unlversity of Birmlngham entltled HOPE BEARERS - Primury Heotthcore Chopluincy responding to mentol heolth and 5plrituol needs. Over 100 people from all over the country attended and the event drew hlghly positive feedback as well as yleldlng a flnanclal surplus Oniolng tralnlng. ACGP'S extremely successful Foundutlon5 OA Prlmory Heolthcore Choploincy onllne Interactlve course contlnues to equlp Chaplaffjn5 wlth the skllls they need to fulfll thelr role. Building on thls ACGP also run5 online CPD events to help chaplains further develop their skllls. Accr•dltatlon. Annual accredltation Ond certiflcation Is offered to Chaplains pradislng in Pfirnary healthcare settings. It is deslgned to malntain high professlonal standards of prartlce acros5 the country. It 355esses reflective praclSce and continued professional development,. ensures supervlsion is in place and In addltlon ensures that the provlslon of pastoral, and spiritual care offered to clients Is of an excellent standard. Database of Evlden￿-based re5ear¢h. The ACGP web51te contalns a wlde range of Ilnks to research into splrituallty and healthcare, and the role of chaplalncy in helpin8 to ensure good mental health outcome5 for patients. 2.3 Out¢omes and Impart The CIO wlll implement procedures for monltoring ènd reviewinB the performance of Its staff and activities. A complaints PTocedure is in place. Page 4 of 11

2.4 Publk Benefft The Trustee5 are Committed to improving the CIO'S practlce and ensurln8 that it deliver5 public benefit a5 It fulflls its objectives through the provision of chaplainty. The Trustees have had regard to the guidance from the Charity Commlssion on reportin8 on Public Benefit. The CIO'S service5 are available to all wishingto access them, induding those of all faith5 or none. ACHIEVEMENTS AND PERFORMANCE 3.1 All the actlvltles we have undertaken during the year have received overwhelmingly posltlve feedback. FINANaAL OVERVIEW 4.1 Results Detalls of the flnancial results for the perlod are glven In the Receipts and Payments Account and the Statement of A55ets and Llabllltles on Page 9 and the accompanying notes on Pages I￿11. The Trustees are dell8hted wSth the progress of the CIO in its Inltlal year. Our performance was stron& wlth Income of £49,308, drlven by generous donatlons. Expenditure was £37,294 and most of th15 was spent on the cost of the conference. This resulted in a Surplus for the year of £12,014. Thls will be applled in developln8 our servlces further durln8 the comlng year. 4.2 Golni Concern Havlng revlewed the level of funds avallable together wSth the fLrture prolected cashflow, the Trustees have reasonable expectation that that the CIO has adequate resources to contlnue Its activities for the current flnanclal year. Accordlngly, they continue to adopt the 8olng-concern basls In preparln8 the flnanclal statements. 4.3 Investment Poll¢v The CIO has no investments at the moment other than cash held In two accounts with CAF Bank, 4.4 Reser¥e5 Pollcy The Trustees have set a level of reserves of not less than £1,500. FUTURE DEVELOPMENTS The Trustees contlnue to focus on tralnlng dnd assessment In order to malntain excellent standard5 of prartice as the most sl8nlficant ways of furthefin8 the CIO'S alms. Slgnlflcant fundraislng wlll need to be carried out In order to ensure that thls can be achieved. INDEPENDENT EXAMINER John Caladine FCCA CfA FCIE ha5 been appointed a5 Independent Examiner. STATEMENT OF TRUSTEES, RESPONSIBILITIE5 The Trustees are responsible for prèparing the Annual Report and the financial statements In accordance wlth applicable law and United Kin8dom Generally Accepted Accounting Practice. Page 5 of 11

Charity law In England and Wales requires the trustees to prepare financial statements for each financial period which give a true and fair view of the state of affairs of the charity and of its financlal actlvities for that perlod. In preparing these fin3nclal statements, the trustees are required to: select sultable attountlng policies and apply them consistently,. make judgernents and estimates that are reasonable and prudent,. state whether the policies adopted are in accordance wlth the appropriate SORP on Accountlng by Charitie5 and the Accountlng Regulations and wlth appllcable accounting standards, subject to any material departure5 disclosed and explalned in the financbal statements,. and prepare the financlal statements on the golng concern basls unless it is Inappropriate to presume that the charity will continue. The Trustees are re5pon5ible for keeping proper accountlng records whlch d15close wlth reasonable accuracy at any tSme the flnanclal posltlon of the charity and enable them to ensure that the flnancial statements comply wlth the Charitles Act 2011, the Charlty (Accounts and Reports) Regulations 2008 and the provlslons of the trust deed. They are also responsible for Safeguarding the assets of the charlty and hence for taking reasonable steps for the preventlon and detection of fraud and other irregularities. The TrUrte￿ dKlare that they have approved the Tru$tee5' report above. Sl8ned on behalf of ihe ci¢Ys Trusteos by.. S•rah Glff•n Ichalr)". 2611126 Page 6 of 11

LEGAL AND ADMINISTRATIVE INFORMATION Truste•s Elizabeth Bryson Ross Bryson (appointed 07.02.251 Fiona Colllns Sarah Giffen (Chalrl Angela PaSnter (resigned 22.9.251 Helen Watts Company Secretsry mothy J Herbert Re8lstered Offlce Rowheath Pavillon, Heath Road, 8irmlngham B30 IHH Bankers CAF Bank Ltd 25 Kln85 HS11 Avenue, Klngs Hlll, Kent, ME19 4JQ Independent Examlnef John Calad5ne FCCA, CTA, FCIE Chantry House, 22 Upperton Road, Ea5tbourne BN2118F Charlty Re$lstr•tlon Re8lstered Charlty no 1206229 Page 7 of 11

INDEPENDENT EXAMINERS REPORT THE ASSOCIATION OF CHAPLIANCY IN GENERAL PRACTICE CIO FOR THE YEAR ENDED 31 MARCH 2025 Independent examiner's report to the trustees of The A550Ciatlon of Chaplaincy In General Practlce CIO I report to the trustees on my examination of the accounts of The Association of Chaplaincy in General Practice CIO I'the CIO'I for the year ended 31 March 2025. Responsibilities and basls of report As trustees you are responsible for the preparation of the actounts in accordance with the requirements of the Charities Act 20111'the Act'l. I report in respect of my examination of the CIO'5 accounts carried out under sertion 145 of the 2011 Act and in carrying out my examination I have followed all the applicable directions given by the Charity Commission under Section 145ISllbl of the Act. Independent examlnerfs statement I have completed my examinatlon. I conflrm that no material matters have come to my attentlon in connection with the examination giving me cause to believe that in any material respect: accountin8 records were not kept In accordance with sectlon 130 of the Act; or the account5 do not accord with those record5. I have no concerns and have come across no other matters In connectlon with the examination to whlch attention should be drawn in order to enable a proper understanding of the accounts to be reached. •CIL J R Caladlne FCCA cfA FaE Caladine Limited Chartered Certified Accountants Chantry House 22 Upperton Road Eastbourne BN21 IBF Dated.. Page 7 of 11

The Association of Chaplaincy In General Practice CIO St Receipts and Payments Account for the period ended 31 March 2025 25 2024 Motes Unreslrfet R•stsbded ed fvmds fynds Totsl fvnds Unrestrirt Restrictod *d funds nd5 Totsl l￿d5 INCOMING RESOUR￿$ Charitable activltles Donation5 ènd grants Bank Interest TOTALINCoMI￿ RESOUACES 13,097 16.377 15 29.632 13,1137 36,053 Is 49,J08 19.676 19,676 OUTGOING RESOURCE5 CharStable aCt￿lI¢S Cost of generatln8 funds Governance tosts TOTAL OUTGOING RESOURCE5 17,068 $50 19.676 36.744 550 17,618 19,676 37.294 N￿suRplUs IDEFICITI FOR THE YEAR OPENING CASH FUND5 CASH FUNDSCARRIED FORWARD 11,0 11014 12,014 12,014 The Association of Chaplalncy in General Practlce CIO Statement of Assets and Llabllitles as at 31st March 2025 The Charlty hold5 cash assets of £12,01412024-NIAI. There are no other assets. The cash assets are all held at the bank and are represented by., 202$ 2025 2024 R•r•sent•d by: Unrestricied funds Restrlcted funds TOTAL FUNOS 12,014 io 12,014 51ined by Sarah Glffen, Ch•lr of Trust•es: Page 9 0111

Notes fomln8 part ol ihe Flnanclal ststsments for ihe period ended 31 March 2025 l. A¢¢ountlng Poll¢les The principal accounting policies are summarlsed below. The accounting policies have been applle(I consistently throughout the period. lal Basls of accounting: The financlal statements have been prepared in accordance with the Charities Statement of Recommended Practice (Charitie5 SORP FRS 1021 as amended by Update Bulletins l and 2, Financial Reporting Standard 102 IFRS 1021 and the Charities Act 2011. Ibl Fund accountine.. Unrestricted funds are available for use at the dlscretion of the Trustees In furtherance of the general objectlves of the CIO Deslgnated funds are unrestrirted funds earmarked by the Trustees for partlcular purposes. Restricted funds are subjerted to restrlctlons on theSr expenditure imposed by the donor or through the terms of an appeal. Icl Incoming resourtes.. All incoming resources are included Sn the statement of financlol artlvltles when the CIO is entltled to, and virtually certain to receive, the Income and the amount can be quantlfSed with reasonable accuracy. Income represents glfts and donatlons, all of whlch arlses wlthln the UK. 2. Charltsble artl¥ltle5 Charltable artlvltles income of £13,097 mostly comprised fees pald by conference partlclpants168%I, wlth fees paid by trainee5 and people applylng for accredltatlonlcertification making UP the bulk of the rest. 3. Grants and Donatlons Unrestrlcted 2025 Restrkted 2025 Tot81 2025 Total 2024 Grants from chlriiable trusts Indlvldual donations TOTAL 7.577 4,676 12,253 16.377 19,676 34053 Several Trusts and indivldua15 8ave generousty towards our c05t5. Among the restricted donatlons were a total of £16,LW for the cost5 of the conference, £340for training development and £3,336 for adminlstratlon costs. All these donatlons were fully applled durlng the period. The bulk of indlvidual donatlons were recelved anonymou51y through our account with Stewardshlp. 4. Total resources •xpend4d Unre5trkt•d 2025 Restrltted 2025 Total 2025 Total 1024 AdmiNistratSon Cost of accredltation Cvst of conference C05t of tialnlng courses Fundralsln8 Governantr and Trustee expenses Legal expenses OfficE expenses Publlcrty and println8 Staff tralnln8 ar￿ development Travel Webslte and tomputln8 Mlscellaneous TOTAL 3,642 288 7.575 3,060 550 3,336 6,978 288 23.575 16.000 340 550 711 711 1,115 33 17.618 1,115 19,676 37,294 PKe Ioof 11

1. C05t of Generatlng Funds £550 was spent on generating funds. These actiwtles ￿late mainly to preparing funding appllcatlons for the conference but in future will also Involve fundraislng for other dèvelopments.
2. Employees The charity had three part-tlme self-employed workers during the period12024'. NIAI. They were all WOfkln8 in the management and adminlstratlon of the CIO.
3. Trustee$ and Related Party Transa¢tlon5 No Trustees received any remuneration during the perlod for being Trustees. Two Trustees who provide professional training for our courses were rernunerated at a rate set in their 8bsence by the other non- interested Trustees and contracts are on file specifylng the term5 of remuneration. Travel cost5 of £42.97 were reimbursed to Sarah Giffen for attendance at the conference, whlch Is shown in the accounts as conference expenses12024.' NIAI. No Trustee or other person related to the CIO had any personal interest In any contract or transactlon entered into by the CIO durlng the period.
4. TaxatSon As o charlty, ACGP. Is exempt from tax on Income an(i galns falling wlthln section 505 of the Income and Corporation Taxes Act 1988 and 5256 of the Taxation of Chargeable Galn5 Art 1992 to the extent that these are applled to Its charltable objects. No tax charges have arisen in the CIO as It had not commenced trading at the year end.
5. Debtors TheTe are no debtor5.
6. Movemen1$ In Restrlcled Funds As shown In the Balance Sheet, on 31" March 2025 the CIO held no restrlcted funds12024.. NIAI. Si8nlflcant restrlcted 81fts were donated durlng the period but all were fully applSed Oalance 15.12.2023 Incorne Expendbttsre 202415 Bolante Clf 31.3.2025 202415 Admlnlstratlon costs Canference costs Tralnln8 development 3,336 16,000 3.336 16.c#)J 19,676 19,676 page 11 of 11