DocuSign Envelope ID: BD2A9DD6-27EF-43D9-ADCE-0BC5F21C3DD6 ## **Trustees’ Annual Report 2023** **From 01/07/2022 To 30/06/2023** **Charity name: British Association for Holistic Medicine & Health Care** ## **Charity registration number: 289459** ## **Objectives and Activities** |**Objectives and Activities**||| |---|---|---| ||SORP|| |Summary of the purposes of the
charity as set out in its governing
document|Para
1.17|The Association is established to educate and inform
doctors, medical students, other healthcare professionals
and members of the general public in the principles and
practice of compassionate holistic medicine and health
care.| |Summary of the main activities in
relation to those purposes for
the public benefit, in particular,
the activities, projects or services
identified in the accounts.|Para
1.17 and
1.19|● Production of 3 journals annually
● Conversion of articles into blog posts
● Annual student essay competition
● Creation of a course
● Participation in conference| |Statement confirming whether
the trustees have had regard to
the guidance issued by the
Charity Commission on public
benefit|Para
1.18|The trustees have regard to the guidance on public
benefit when making decisions| ## **Achievements and Performance** ||SORP|| |---|---|---| |Summary of the main
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.|Para 1.20|Our journal had an American University partner for
a year and reached a wider audience. We have
now converted many more of our articles into
posts on our website and through social media
We had a successful student ‘essay’ competition,
for the second year taking creative submissions
too.
We worked hard this year to finish and launch our
course ‘The Holistic Practitioner’ which gained
accreditation from CPDUK. This is offered at low
cost, especially to students.
We were invited to be part of the annual 3-day
conference – IPM Congress where our Real Food
Campaign teamgave a successful workshop.| DocuSign Envelope ID: BD2A9DD6-27EF-43D9-ADCE-0BC5F21C3DD6 ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s financial
position at the end of the period|Para 1.21|Our closing bank balance was approx £13.5k with
a deficit of approx £2.5k this year| |Statement explaining the policy
for holding reserves stating why
theyare held|Para 1.22|We are keeping £5k as a reserve though this is
more than we would need to close our charity| |Amount of reserves held|Para 1.22|£5,000| ## **Additional information (optional)** You may choose to include further statements where relevant about: |The charity’s principal sources of
funds (including any fundraising)|Para 1.47|This year our funds were primarily from:
● Membership
● Journal subscriptions & EBSCO
● Salem University contribution to journal
● Donations| |---|---|---| |Investment policy and objectives
including any social investment
policy adopted|Para 1.46|None| |A description of the principal
risks facing the charity|Para 1.46|We currently rely on large donations to continue
to fund the journal. If we were unable to secure
further donations then we would be unable to
continue to publish it in its current printed format.| ## **Structure, Governance and Management** |Description of charity’s trusts:||N/a| |---|---|---| |Type of governing document
(trust deed,royal charter)|Para 1.25|Trust Deed| |How is the charity constituted?
(e.g unincorporated association,
CIO)|Para 1.25|Unincorporated association| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of any
person or body entitled to
appoint one or more trustees|Para 1.25|A minimum of 50% of Trustees to be practicing or
retired qualified healthcare professionals| DocuSign Envelope ID: BD2A9DD6-27EF-43D9-ADCE-0BC5F21C3DD6 ## **Reference and Administrative details** |Charity name|British Association for Holistic Medicine & Health Care
BHMA(formerly‘British Holistic Medical Association’)
289459
27 Ivory House
Clove Hitch Quay
London
SW11 3TN| |---|---| |Other name the charityuses|| |Registered charitynumber|| |Charity’s principal address|| ## **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8
9
10|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled to**
**appoint trustee(if any)**| |---|---|---|---|---| ||Peter Donebauer|Chair||| ||Dr Antonia Wrigley|Vice Chair||| ||Ian Henghes|||| ||Dr Thuli Whitehouse|||| ||Darryl Edwards|||| |||||| |||||| |||||| |||||| |||||| ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **----- Start of picture text -----**
Signature(s)
Full name(s) Peter Donebauer Antonia Wrigley
Position (eg Secretary, Chair, Chair
etc)
Date
19th November 2023
**----- End of picture text -----**
DocuSign Envelope ID: BD2A9DD6-27EF-43D9-ADCE-0BC5F21C3DD6 ||**British Association for Holistic Medicine & Health Care**

**Charity Name**|**British Association for Holistic Medicine & Health Care**

**Charity Name**|**British Association for Holistic Medicine & Health Care**

**Charity Name**|**British Association for Holistic Medicine & Health Care**

**Charity Name**|**CC16a**| |---|---|---|---|---|---| ||**For the period**
**from**|01/07/2022
Period start date|**To**||| ||||||| |**Section A Receipts and payments**|||||| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**
**14,133**
**10,585**
**-**
**10,452**
**65**
**153**
**-**
**103**
**35,491**
**-**
**-**
**-**
**35,491**
**12,874**
**8,959**
**10,782**
**848**
**281**
**-**
**413**
**-**
**34,157**
**-**
**-**
**-**
**34,157**
**1,334**
**-**
**12,276**
**13,610**|**Restricted**
**funds**
**to the nearest £**
**-**
**170**
**-**
**-**
**-**
**-**
**-**
**-**
**170**
**-**
**-**
**-**
**170**
**-**
**-**
**-**
**365**
**-**
**-**
**3,787**
**-**
**4,152**
**-**
**-**
**-**
**4,152**
**- 3,982**
**-**
**3,982**
**- 0**|**Endowment**
**funds**
**to the nearest £**|**Total funds**
**to the nearest £**|**Last year**
**to the nearest £**| |Membershipsubs|**14,133**||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**14,133**
**10,755**
**-**
**10,452**
**65**
**153**
**-**
**103**
**35,661**|**7,697**| |Donations|**10,585**||||**631**| |Educationgrant|**-**||||**-**| |Journal income|**10,452**||||**4,462**| |Course Income|**65**||||**-**| |Other income|**153**||||**2,481**| |Gift Aid|**-**||||**-**| |Bank interest|**103**||||**11**| ||||||| |**_Sub total_**_(Gross income for_
_AR)_|**35,491**||||**15,282**| ||||||| |**A2 Asset and investment sales,**
**(see table).**|||||| ||**-**||**-**
**-**
**-**|**-**
**-**
**-**|| ||**-**||||**-**| |**_Sub total_**|**-**||||**-**| |**_Total receipts_**
**A3 Payments**|||||| ||||**-**|**35,661**|**15,282**| ||||||| |Journal costs|**12,874**||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**12,874**
**8,959**
**10,782**
**1,213**
**281**
**-**
**4,200**
**-**
**38,309**|**13,567**| |Development costs|**8,959**||||**3,089**| |Administration costs|**10,782**||||**5,411**| |Website & Marcomms|**848**||||**1,095**| |Bank Fees|**281**||||**318**| |Accounts|**-**||||**479**| |Other costs|**413**||||**4,004**| ||**-**||||**-**| ||||||| |**_Sub total_ **|**34,157**||||**27,963**| ||||||| |**A4 Asset and investment**
**purchases, (see table)**|||||| ||**-**||**-**
**-**
**-**|**-**
**-**
**-**|| ||**-**||||| |**_Sub total_ **|**-**||||**-**| |**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**||||**38,309**|| ||||**-**||**27,963**| ||||||| ||**1,334**||**-**|
**- 2,648**|**- 12,681**| ||**-**||**-**
**-**|**-**
**16,258**|**-**| ||**12,276**||||**28,938**| ||**13,610**||**-**|
**13,610**|**16,258**| CCXX R1 accounts (SS) 23/01/2024 4 DocuSign Envelope ID: BD2A9DD6-27EF-43D9-ADCE-0BC5F21C3DD6 ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B1 Cash funds**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**
**B3 Investment assets**|Signature
Independent Examination
**Details**
Cash at bank
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
**Details**
**Details**|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**13,610**
**- 0**
**-**
**-**
**-**
**-**
**13,610**
**- 0**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
Unrestricted
**652**
Print Name
ANTONIA J WRIGLEY|**Endowment**
**funds**
**to nearest £**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||**31 January 2024**| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| |||ANTONIA J WRIGLEY|31/1/2024| ||||| 5 DocuSign Envelope ID: BD2A9DD6-27EF-43D9-ADCE-0BC5F21C3DD6 ## **Independent examiner's report on the accounts** ## **Section A Independent Examiner’s Report** |**Report to the trustees/**
**members of**
**On accounts for the year**
**ended**
**Set out on pages**
**Respective**
**responsibilities of**
**trustees and examiner**
**Basis of independent**
**examiner’s statement**
**Independent**
**examiner's statement**
**Signed:**
**Name:**
**Relevant professional**
**qualification(s) or body**
**(if any):**
**Address:**
|BRITISH ASSOCIATION FOR HOLISTIC MEDICINE & HEALTH CARE|BRITISH ASSOCIATION FOR HOLISTIC MEDICINE & HEALTH CARE|BRITISH ASSOCIATION FOR HOLISTIC MEDICINE & HEALTH CARE| |---|---|---|---| ||||| ||30/06/2023|**Charity no**
**(if any)**|289459| ||||| ||1-5||| ||The charity's trustees consider that an audit is not required for this year
(under section 43(2) of the Charities Act 1993 (the Act),as amended by s.28
of the Charities Act 2006) and that an independent examination is needed.
It is my responsibility to:
•
examine the accounts (under section 43 of the Act, as amended),
•
to follow the procedures laid down in the General Directions given by the
Charity Commission (under section 43(7)(b) of the Act, as amended),
and
•
to state whether particular matters have come to my attention.
My examination was carried out in accordance with General Directions given
by the Charity Commission. An examination includes a review of the
accounting records kept by the charity and a comparison of the accounts
presented with those records. It also includes consideration of any unusual
items or disclosures in the accounts, and seeking explanations from the
trustees concerning any such matters. The procedures undertaken do not
provide all the evidence that would be required in an audit, and
consequently I do not express an audit opinion on the accounts.
In the course of my examination, no matter has come to my attention which
gives me reasonable cause to believe that in, any material respect, the
trustees have not met the requirements to ensure that:
•
proper accounting records are kept (in accordance with section 41 of
the Act); and
•
accounts are prepared which agree with the accounting records and
comply with the accounting requirements of the Act; or
1. to which, in my opinion, attention should be drawn in order to enable a
proper understanding of the accounts to be reached.
**Date:**
14/2/2024||| ||||14/2/2024| ||||| ||Joanne Trowbridge||| ||||| ||MAAT||| ||||| ||The Park, Daventry Road||| ||Knowle, Bristol, BS4 1DQ||| 6 **IER** **April 2007**