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 9 10 ## **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 5 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| ||||| 6 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** 7