Charity Registratlon No. 261387
THE BALINT SOCIETY
ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2024
AZETS

THE BALINT SOCIETY
CONTENTS
Page
Trustees. report
Statement of trustees. responsibilities
Independenl examinerfs report
Statement of financial activities
Balance sheet
Notes to the finan￿al ststements
8-14

THE BALINT SOCIETY
LEGAL AND ADMINISTRATIVE INFORMATION
Trustee8
DrA Evans
Dr A Patterson
Dr V Luthra
Dr R Soreanu
Dr M King
Dr C Brown
(Appointed 1 December
2023)
(Appointed 1 December
2023)
(Appointed 1 Dec8mb8r
2023)
Dr A Kyrris
DrA Gledhill
Charfty number
261387
Independent oxamlner
Azets Audit Sep4ices
First Floor
Unit 55 Ffordd Wllliam Morgan
St Asaph Business Park
St Asaph
United Kingdom
LL17 OJG

THE BALINT SOCIETY
TRUSTEES. REPORT
FOR THE YEAR ENDED 31 MARCH 2024
The Trustees present their annual report and financial statements for the year ended 31 March 2024.
The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the
financial statements and comply with the charity's Igoverning documentj, the Charities Ad 2011 and 'Accounting
and Reporting by Chariiies= Statemenl of Recommended Practice applicable to charities preparing their accounls in
accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)"
(effective 1 January 2019).
Oblectives and activities
The objectives and aims of the Society are to prornote and advance discussion groups using the Balint method, and
research and studies on Ihe psychological aspects of health and social care, with special reference to the
professionakpalienvclient relationship and to disseminate this knowledge beyond the Society for the improvement
of the care of the public at large.
To provide an opportunity for the study of similar problems as experienced by rnembers of branches of other helping
professions and in this connection to support and Promote Balint Groups of the type already established in this
¢ountry and elsewhere;
To promote the effective delivery of supervision. training, and education of the Balint model within the UK Balint
society and to continue to foster links with the International Balint Federation
To strengthen the crucial support infrastructure of the UK Balint society which will include developing and
maintaining a) a robust IT plafform and b) the administrative function-
To further our engagement with all our members of the Balint soriety and by doing so we aim to understand a) our
current members. needs, b) the equality and diversity of the soGiety and c) develop further Balint society events
within the UK.,
To ensure the foundations laid down by Michael Balint and the subsequent Balinl model are maintained along wilh
taking the society into the future.
Public Benefit
The Balint Society benefits the public by working with health care professionals in the prolected time and space of
Balint Groups, thus providing an opportunity for experiential learning and reflection on the dinician-patient
relationship
Achievements and perf0m￿nCe
Membership". Between 151 December 2023 up to the Writing of this ￿pOrt, there have been 64 new members to the
Balint Society. This demonstrates the ongoing interest in Balint groups. and we hope this number continues to grow
over the next year.
We will continue to explore the equality and diversity of the society in 2025. We would appreciate members
involvement with this ¢rucial work.
We are in process of reviewing the Balint Society events in order to meet our members needs. We are pleased that
the December 2024 Leeds study evenl was sold out by early November 2024.

THE BALINT SOCIETY
TRUSTEES. REPORT (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
Website.. Although there may be ongoing work. we are delighted that the new website is up and running. This has
been a huge project, and we are immensely grateful to Eamonn Marshall and Jon from Turtle Reality.
We are grateful to Joanne Elches {Balint Society administrator. as mentioned abovè for all her ongoing work in
supporting the society's daily functioning. We are in the process of reviewing the role of administrator to reflect the
increase in intensity of the workload
Trainin
and eduction
a- Training & Education (T&E) group chaired by Shake Siegel. This group continues to meet regularfy
throughout the year and comprises all Council members and representatives from each of the other
committees. Through Shake's leadership we have managed to have several discussions around accreditation
and supervision. One otrtcome of this is to set up a supervision training event for 2025.
b= Supervisor accreditalion criteria. The accreditation committee has devised long awaited criteria for Balint
supervisors. We are very grateful for their thoughfful and rigorous input. The criteria have now been discussed
in T&E and ratified by council and will hopefully offer a robust framework and assuran￿ for supeNisors and
supervisees alike.
We would like to thank the previous Chair, Judy Malone. for all her hard work over the years.
We are also pleased that Chris Douglas and Liz Lee have successfully taken over the role ofjoint-chair.
Due to the ever-increasing numbers on the accreditation pathway, we have initiated a further two Balint
society funded supervision groups led by 1) Linda Mary Edwards and Ann Evans and 2) Jane Mulholland and
Dave Morgan, to support with this demand. We would like to thank all the leaders involved in this project.
Feedback from the previous groups has been positive.
There have been 14 new accredited leaders in 2024 compared to 18 new leaders in 2023. We will be
monitoring the trajectory of our new leaders over the upcoming year to see whether the criteria continue to be
achievable.
d- International Balint Federation. We are pleased to announce our new IBF council link Chris Brown. We
hope to continue fostering links with the IBF. We would also like to thank Esti Rimmer for all her continuing
work in her role on the IBF taskforce. Members are warmly recommended to attend IBF events.
Financial review
Incom
This is derived from membership subscriptions, events, occasional donations and some investment income. The
total for 2024 amounted to £80,703 (restated 2023., £77,597).
nditure
Expenditure for the year ended 31 st March 2024 was monitored, controlled and increased as appropiate.
Unreslricled incoming resources amounted to £80,703 (restated 2023,. £76,597) and total unrestricted resources
expended amounted to £79,745 (2023.. £84,321) resulting in an unrestricted surplus for the year of £958 (defi¢it
2023., £6,724) after investment valuation movement.
There were no restricted incoming resources this year, {2023: £1,000). with no restricted expenditure, resulting in
restricted surplus for Ihe year of £Nil {2023'. £1,000).
It is the policy of the charity that unrestricted funds which have not been designated for a specific use should be
maintained at a level equivalenl to be￿een three and six month's expenditure. The Trustees Consider that reserves
at this level will ensure that, in the event of a significant drop in funding, they will be able to continue the charty's
Current activities while consideration is given to ways in which additional funds may ￿ raised. This level of reserves
has been maintained throughout the year.

THE BALINT SOCIETY
TRUSTEES, REPORT (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
The Trustees have assessed the major risks to which the Charity is exposed. and are satisfied that systems are in
place to mitigate exposure to the major risks.
Plans for future perlods
We hope Ihat the revised accreditation and supervision criteria, our renewed link with the IBF and the new website
have contributed to maintaining the growth of the society for the future.
Structure, governance and management
The charity is controlled by its governing document. a deed of trust and constitutes an unincorporated entity.
The Trustees who Se￿ed during the year and up to the date of signature of the financial statements were..
DrA Evans
Mr E Marshall
Dr J Malone
Dr A Patterson
Dr S Chudley
Dr S Tankard
Dr V Luthra
Dr S Perera
Dr R Soreanu
Dr M King
Dr C Brown
Dr A Kyrris
Dr A Gledhill
(Resigned 1 December 2023)
(Resigned 1 December 2023)
(Resigned 6 De￿mber 2024)
(Resigned 1 De￿mber 2023)
(Resigned 1 December 2023)
(Appointed 1 December 2023)
{Appointed 1 December 2023)
(Appointed 1 De￿rnber 2023)
The trustees. report was approved by the Board of Trustees.
Dr V Lulhra
Trustee
Date.. -Jiw.Aprd.20Z5.........................

THE BALINT SOCIETY
STATEMENT OF TRUSTEES. RESPONSIBILITIES
FOR THE YEAR ENDED 31 MARCH 2024
The Trustees are responsible for preparing the Trustees, Report and the financial statements in accordance with
applicable law and Uniled Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting
Practice).
The law applicable to oharities in England and Wales requires the Trustees to prepare financial statements for each
financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and
application of resources of the Charity for that year.
In preparing these financial statements. the Trustees are required to..
select suitable accounting policies and then apply them consistentFy-
observe the methods and principles in the Charities SORP.,
make judgements and estimates that are reasonable and prudent.,
state whether applicable accounting standards have been followed, subject to any material departures disclosed
and explained in the financial statements., and
prepare the financial statements on the going concem basis unless it is inappropriate to presume that the charity
will continue in operation.
The Trustees are responsible for keeping sufficient accounting records that disclose with reasonable accuracy at
any time the financial position of the charity and enable them lo ensure that the financial statements comply with the
Charities Act 2011, the Charity (Accounts and Reports> Regulations 2008 and the provisions of the trust deed. They
are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the
prevention and detection of fraud and other irregularities.

THE BALINT SOCIETY
INDEPENDENT EXAMINER'S REPORT
TO THE TRUSTEES OF THE BALINT SOCIETY
I report to the Trustees on my examination of the financial statements of The Balint Society (the charity) for the year
ended 31 March 2024.
Rosponsibilities and basis of report
As the Trustees of the charity you are responsible for the preparation of the financial statements in accordance with
Ihe requirements of the Charities Act 2011 {the 2011 Act).
I report in respect of my examination of the charity's financial statements ca￿led out under section 145 of the 2011
Act. In carying out my examination I have followed als the applicable Directions given by the Charrty Commission
under section 145{5)(b) of the 2011 Act.
Independent examinerfs statement
Your attention is drawn to the fact that the charty has prepared financial statements in accordance with Accounting
and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable
in the UK and Republic of Ireland {FRS 102) in preference to the Accounting and Reporting by Charities.. Ststement
of Recommended Practice issued on 1 April 2005 which is referred to in the extant regulations but has now been
withdrawn.
l understand that this has been done in order for financial statements to provide a true and fair view in accordance
with Generally Accepted Accounting Practice effective for reporting periods beginning on or after 1 January 2015.
I have completed my examination. I confirm Ihat no matters have come to my attention in connection with the
examination giving me cause to believe Ihat in any material respect..
accounting records were not kept in respect of the charity as required by section 130 of the 2011 Act,. or
the financial statements do not accord with those records: or
the financial statements do not comply with the applicable requirements concerning the fomi and content of
accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the
accounts give a true and fair view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examinalion to which altention
should be drawn in this report in order to enable a proper understanding of the financial statements to be reached.
Jonathan Ward FCA
Azets Audit ser41￿s
First Floor
Unit 55 Ffordd William Morgan
st Asaph Business Park
St Asaph
LL17 OJG
United Kingdom

THE BALINT SOCIETY
STATEMENT OF FINANCIALACTIVITIES
INCLUDING INCOME AND EXPENDITURE ACCOUNT
FOR THE YEAR ENDED 31 MARCH 2024
Unrestricted Restrlcted
funds
funds
2024
2024
Total
Unre$tri¢ted Restrlcted
funds
funds
restated
2023
2023
Total
2024
2023
Income from:
Donations and
legacies
Charitable activities
Investment Income
1.000
1,000
75,119
1,478
80,063
640
80,063
640
75.119
1.478
Totsl income
80,703
80,703
76.597
1,000
77,597
Ex
enditure on:
Expenditure on
charitable activities
85,142
85,142
78,201
78,201
Net gainslllosses) on
investments
5,397
5,397
(6,120)
(6.120)
Net incomel{expenditure)
for the yearl
Net movement in funds
958
958
(7,724}
1,000
{6.724}
Fund balan￿S at 1 April
2023
As originally reported
Prior year adjustment
As restated
157,999
(14,648)
143.351
1,000
144,351
(14,648)
129,703
159.317
(11,445)
147,872
147,872
(11,445)
136,427
1,000
Fund balances at 31
March 2024
129.661
1,000
130.661
128,703
1.000
129,703

THE BALINT SOCIETY
BALANCE SHEET
AS AT31 MARCH 2024
2024
2023 -
r•stst•d
Flxod assets
Investments
11
102,gNM
96,867
Currnnt auets
Debtors
Cash at bank and In hand
12
785
51,037
316
47,858
51,822
48.174
Credltorn: amounts falllng duo wlthln
on• y•ar
13
(24,085)
{15,338)
Net cuffent assets
27,757
32,836
Totsl assets current Ilabllltles
130,661
129,703
In¢om• fund$
Restrlcted funds
Unrestrided funds
15
1,000
129,861
1,000
128,703
130,661
129,703
The fjnan¢ial stat•ments were approved by the Trustees on 17th April 2025
Dr A Evans
Tru8t••

THE BALINT SOCIETY
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2024
Accountlng pollcles
1.1 Accounting conventlon
The financial statements have been prepared in accordance with the charity's Igoveming document], the
Charities Act 2011, FRS 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland"
("FRS 102") and the Charities SORP 'Accounting and Reporting by Charities= 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)" (effective 1 January 2019). The Charity is a Public
Benefrt Entity as defined by FRS 102.
The charity has taken advantage of the provisions in the SORP for charities not to prepare a Statement of
Cash Flows.
The financial statements have been prepared under the historical cost convention with the exception of
investments which are included at market value. as modified by the revaluation of certain assets.
1.2 Prior period error
The financial statements include adjustments relating to the prior year.
The membership income covers a period of one year from the date of receipt, therefore an adjustment to
defer the appropriate portions has been included for the prior Iwo years to ensure income is included in the
correct financial years.
1.3 Going concern
At the time of approving the financial statements. the Trustees have a reasonable expectation that the charity
has adequate resources to continue in operational existence for the foreseeable future. Thus the Trustees
continue to adopi the going concern basis of acGounting in preparing the financial statements.
1.4 Charitable funds
Unrestricted funds are available for use at the discretion of the Trustees in furtherance of their charitable
objectives.
Restricted funds are subject to specific conditions by donors as to how they may be used. The purposes and
uses of the restricted funds are set out in the notes to the financial statements.
1.5 Income
Income is recognised when the charity 15 legalFy entitled to it after any performance conditions have been met,
the amounts can be measured reliably, and it is probable that income will be received.
Membership fees are recognised on Teceipt. There are three types- ordinary, student and honorary.
1.6 Expenditure
Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the
charity to that expendilure. it is probable that a transfer of economic benefrts will be required in settlement and
the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and
has been dassified under headings that aggregate all cost related to the category. Where costs cannot be
directly attributed to particular headings they have been allocated to activities on a basis consistent with Ihe
use of resources.
1.7 Fixed asset investments
Fixed asset investments are initially measured at cost and subsequently measured at cost less any
accumulated impaimient losses. The investments are assessed for impairment al each reporting date and any
impairment losses or reversals of impairment losses are recognised immediately in net incomel(expenditure)
for the year.

THE BALINT SOCIETY
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
Accounting pollcies
(Continued)
1.8 Cash and cash equivalents
Cash and cash equNalents indude cash in hand. deposits held at call with banks and other Short-term liquid
investments with original maturities of three months or less.
1.9 Financial instruments
The charity has elected to apply the provisions of Section 11 'Basic Financial Instruments, and Section 12
'other Financial Instruments Issues, of FRS 102 to all of its financial instruments.
Financial instruments are recognised in the charity's balance sheet when the charity becomes party to the
ontractual provisions of the instrument.
Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when
there is a legally enforceable right to set off the recognised amounts and there is an intention to settle on a net
basis or to realise Ihe asset and settle the liability simultaneously.
Basic financial assets
Basic financial assets. which include debtors and cash and bank balances, are initially measured at
transaction price including transaction costs and are subsequently carried at amortised cost using the effective
interest method unless the arrangemenl constitutes a financing transaction, where the transaction is
measured at the present value of the future receipts discounled at a market rate of interest. Financial assets
dassified as receivable within one year are not amortised.
Basic financial liabilities
Basic financial liabilities, including creditors and bank loans are initially recognised at transaction price unless
the a￿angement Gonstitutes a financing transaction. where the debt instrument is measured al Ihe present
value of the future payments discounted at a market rate of interest. Financial liabilities classified as payable
within one year are not amortised.
Debt instruments are subsequently carried at amortised cost. using the effective interest rate method.
Trade creditors are obligations to pay for goods or servi￿S that have been acquired in the ordinary course of
operations from suppliets. Amounts payable are classrfied as current liabilities if payment is due within one
year or less. If not, they are presented as non4urrent liabilities. Trade creditors are recognised initially at
transaction price and subsequently measured al amortised cost using the effective interest method.
Inancial liabilities
Derecognition of r
Financial liabilities are derecognised when the ¢harity'S contractual obligations expire or are discharged or
cancelled.
1.10 Taxatlon
The charity is exempt from lax on its charitable activities.

THE BALINT SOCIETY
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
Critical accounting estimatos and judgements
In the appli¢ation of the charity's accounting policies, the Trustees are required to make judgements,
estimates and assumptions about the carrying amount of assets and liabilities that are not readily apparent
from other sources. The estimates and associated assumptions are based on historical experience and other
factors that are considered to be relevant. Actual results may differ from these estimates.
The estimates and undertying assumptions are reviewed on an ongoing basis. Revisions to accounting
estimates are recognised in the period in which the estimate is revised where the revision affects only that
period, or in the period of the revision and future periods where the revision affects both current and future
periods.
There are no critical accounting estimates or judgements.
Donations and legacies
Total Restricted
funds
2024
2023
Legacies receivablè
1,000
Charitable activities
2024
2023
Income from charitable activities
80.063
75.119
Investment Income
Unrestricted Unrestri¢ted
funds
funds
2024
2023
Income from unlisted investments
Interest receivable
73
1,405
434
640
1,478
10-

THE BALINT SOCIETY
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
Expendlture on charitable aGtivlties
2024
2023
Expenditure on charitable activities
80.740
77,020
Share of support costs (see note 7)
Share of governance costs (see note 7)
1,486
2,916
445
736
85,142
78.201
Support costs
Support Govemance
costs
costs
2024
Support Governance
costs
costs
2023
Insurance
Bank charges and
interest
415
415
415
415
1,071
1.071
30
30
Audit and Accountancy
2,916
2.916
736
736
1,486
2,916
4,402
445
736
1,181
Analysed between
Charitsble activities
1,486
2.916
4,402
445
736
1,181
Govemance costs indudes payments to the a¢countanls of £1,716 {2023- £736) for 2024 accountancy and
independent examination fees.
Trustees
Payments madè to trustees for reimbursments of expenses and for leading groups al study days and
workshops, and for website expenses, amounted to £8,594 for the year ended 31 March 2024. (2023.,
£10,557).
Leading groups at study days- £3,307
Website expenses - £4,320
Reimbursement of expenses - £967
11

THE BALINT SOCIETY
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
Net galnsl(lo*s•$) on Investments
Unrestrf¢t•d Unr•strfcted
funds
funds
2024
2023
Gainl(loss> on sale of investments
5,397
(6,120)
10 Taxatlon
The charity is exempt from tax on income and gains falling within seclion 505 of the Taxes Act 1988 or sectlon
252 of the Taxationof Chargeable Gains Act 1992 to the extent that these are applied to its charltable objects.
12-

THE BALINT SOCIETY
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
11 Fixed a$$et investments
Listed
Investments
Cost or valuatlon
Al 1 April 2023
Valuation changes
Interest
Dividends
96.867
5.397
434
At 5 April 2024
102.904
Carrylng amount
Al 31 March 2024
102,904
At 31 March 2023
96,867
The above valuation is per the latest valuation reports as at 05 April 2024.
12 Debtors
2024
2023
Debtors
Prepayments
701
220
96
785
316
13 Credltors: amounts falllng due wfthln ono y•4r
2024
2023
Not•$
Deferred income
Other creditors
Accruals and defer￿d income
14
15,199
7,150
1,716
14,848
690
24,065
15,338
14 Deforred Incom•
2024
2023
Other deferred income
15,199
14,648
13-

THE BALINT SOCIETY
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2024
14 Deferred income
{Contlnued)
Deferred income is included in the financial stalemenls as follows..
2024
2023
Defe￿ed income is included within..
Current liabilities
15,199
14.648
Movements in the year=
Deferred income at 1 April 2023
Released from previous periods
Resources deferred in the year
14.648
{14.648)
15.199
11,445
(11,445)
14,648
Deferred income at 31 March 2024
15,199
14,648
15 Restricted funds
The income funds of the charity include restricted funds comprising the following unexpended balances of
donations and grants held on trust for specific purposes=
Movement
in funds
Incoming
Balance at
resources 1 April 2023
Movement
in funds
Incoming
Balance at
r•sourcg5 31 March 2024
Don Bryant Legacy
1,000
1,000
1,000
Don Bryant Legacy: Fund to support students in furthering their understanding of Balint work
16 Analysis of net assets between funds
Unrestricted Restricted
funds
funds
2024
2024
Total Unrestrictsd Restricted
funds
funds
2023
2023
Total
2024
2023
Fund balances at 31
Marth 2024 are
represented by..
Investments
Current assetsl(liabilities)
102,904
26,757
102.904
27.757
96,867
31,836
96,867
32.836
1,000
1,000
129,661
1,000
130,661
128,703
1,000
129,703
17 Related paty transactions
There were no disclosable related paty transactions during the year {2023 - none). with the exception of
those disclosed in Note 8.
14-