Docusign Envelope ID: A56ED4E1-5D9F-4C0C-855B-B7E60154F0E8
Trustees’ Annual Report 2023
From 01/07/2023 To 30/06/2024
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 ● Blogs and other social content ● Annual student essay competition ● Holistic course ● Partnering in events and planning own 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 published 3 further issues: • Health Creation and Creative Health Summer 2023 including an interview with Sir Nigel Crisp • Journeys into Medicine Winter 2023 • Many Ways of Knowing Spring 2024 Journals older than 20 months are available to download for free along with a number of articles published as blog posts. We’ve been telling our story, past, present and future across all digital and social channels, amplifyingholism and increasingour reach. |
Docusign Envelope ID: A56ED4E1-5D9F-4C0C-855B-B7E60154F0E8
Our course has had some excellent feedback from doctors and other healthcare practitioners. We had a further successful student essay competition. We started planning our 40[th] anniversary conference to be held October 5[th] 2024 along with a series of webinars.
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 £28,332 |
| 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 | £5000 |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | We have continued to function due to a large donation this year which should cover 2025 operations along with other revenue. However, we are urgently looking at changing our membership model to be more sustainable without donations. |
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 | We had a large sum left to us as a legacy this year. We have ongoing membership fees and journal subscriptions etc. New this year are course sales, conference ticket sales and some money from the Publisher’s LicensingService. |
|---|---|---|
| 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 are looking to grow our membership base and income to be more sustainable. We hope to offer more next year and are looking for further donations to cover the cost of transitioning to a more sustainable model. |
Docusign Envelope ID: A56ED4E1-5D9F-4C0C-855B-B7E60154F0E8
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. The trustees agree on suitability. |
Additional information
| Relationship with any related parties |
Para 1.51 | We are building relationships with organisations with a similar remit and will continue building on these. |
|---|---|---|
Reference and Administrative details
| Charity name | British Association for Holistic Medicine & Health Care |
|---|---|
| Other name the charityuses | BHMA(formerly‘British Holistic Medical Association’) |
| Registered charitynumber | 289459 |
| Charity’s principal address | 27 Ivory House Clove Hitch Quay London SW11 3TN |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 |
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 | Resigned 17/06/2024 | |||
| Dr Thuli Whitehouse | ||||
| Darryl Edwards | ||||
| Marina Malthouse | Co-opted 02/04/2024 | |||
Docusign Envelope ID: A56ED4E1-5D9F-4C0C-855B-B7E60154F0E8
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Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Peter Donebauer Position (eg Secretary, Chair, Chair etc) Date 29/10/2024
Docusign Envelope ID: A56ED4E1-5D9F-4C0C-855B-B7E60154F0E8
| Charity Name | No (if any) | |||
|---|---|---|---|---|
| British Association | for Holistic Medicine & Health Care | 289459 | ||
| Receipts and payments accounts | CC16a | |||
| For the period from |
01/07/2023 Period start date To |
30/06/2024 Period end date |
| Section A Receipts and payments | Section A Receipts and payments | ||||
|---|---|---|---|---|---|
| A1 Receipts | Unrestricted funds to the nearest £ 10,761 21,765 6,262 4,350 128 6,038 369 49,673 - - - 49,673 13,614 7,551 8,878 1,479 412 652 2,365 34,951 - - - 34,951 14,722 - 13,610 28,332 |
Restricted funds to the nearest £ |
Endowment funds to the nearest £ |
Total funds to the nearest £ |
Last year to the nearest £ |
| Membershipsubs | 10,761 | - - - - - - - - |
- - - - - - - - |
10,761 21,765 6,262 4,350 128 6,038 369 49,673 |
14,133 |
| Donations | 21,765 | 10,755 | |||
| Journal income | 6,262 | 10,452 | |||
| Course Income | 4,350 | 65 | |||
| Other income | 128 | 153 | |||
| Gift Aid | 6,038 | - | |||
| Bank interest | 369 | 103 | |||
| Sub total(Gross income for AR) |
49,673 |
35,661 | |||
| A2 Asset and investment sales, (see table). |
|||||
| - | - - - |
- - - |
- - - |
||
| - | - | ||||
| Sub total | - | - | |||
| Total receipts A3 Payments |
|||||
| - | - | 49,673 | 35,661 | ||
Journal costs |
13,614 | - - - - - - - - |
- - - - - - - - |
13,614 7,551 8,878 1,479 412 652 2,365 34,951 |
12,874 |
| Development costs | 7,551 | 8,959 | |||
| Administration costs | 8,878 | 10,782 | |||
| Website & Marcomms | 1,479 | 1,213 | |||
| Bank Fees | 412 | 281 | |||
| Accounts | 652 | - | |||
| Other costs | 2,365 | 4,200 | |||
| **Sub total ** | 34,951 | 38,309 | |||
| 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 |
34,951 | ||||
| - | - | 38,309 | |||
| 14,722 | - | - |
14,722 | - 2,648 | |
| - | - - |
- - |
- 13,610 |
- | |
| 13,610 | 16,258 | ||||
| 28,332 | - | - |
28,332 | 13,610 |
CCXX R1 accounts (SS)
25/10/2024
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Docusign Envelope ID: A56ED4E1-5D9F-4C0C-855B-B7E60154F0E8
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 £ 28,332 - - - - - 28,332 - 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 717 Print Name ANTONIA J WRIGLEY |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| 30 October 2024 | |||
| Date of approval |
|||
| ANTONIA J WRIGLEY | 29/10/2024 | ||
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Docusign Envelope ID: A56ED4E1-5D9F-4C0C-855B-B7E60154F0E8
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ Charity Name BRITISH ASSOCIATION FOR HOLISTIC MEDICINE & HEALTH CARE members of On accounts for the year 30/06/2024 Charity no 289459 ended (if any) Set out on pages 1-6
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30/06/2024
- 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 I have completed my examination. I confirm that no material matters have examiner's statement 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.
30/10/2024 Signed: Date: Name: Joanne Trowbridge Relevant professional MAAT qualification(s) or body (if any):
Address: Bristol Community Accountants CIC The Park, Daventry Road Bristol, BS4 1DQ
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).
October 2018
IER
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