2025-06-30-accounts - British Association For Holistic Medicine & Health Care

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Trustees ’ Annual Report for the period

From 01/07/2024 To 30/06/2025

Charity name: British Association for Holistic Medicine & Health Care

Charity registration number: 289459

Objectives and Activities


	SORP reference
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 healthcare.
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	1. Production of three journals annually 2. Blogs and other social content 3. Annual student essay competition 4. Holistic course 5. Partnering in events 6. Holding 40th anniversary 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

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Achievements and Performance


	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’swork has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	Journal published three further issues: 1. Autumn 2024: Crisis, Co-Creation, community. 2. Winter 2024: The end-of-life issue. 3. Spring 2025: The spirit of renewal 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, amplifying awareness and increasing our reach. Our course has had some excellent feedback from doctors and other healthcare practitioners. We had a further successful student essay competition We held our 40th anniversary conference on October 5, 2024 along with a series of webinars.

Financial Review


Review of thecharity’s financial position at the end of the period	Para 1.21	The closing bank balances, including all payment platforms such as PayPal and Stripe, was £54,035
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	We are keeping £5,000 as a reserve though this is more than we would need to close our charity
Amount of reserves held	Para 1.22	£5000

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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:


Thecharity’sprincipal sources of funds (including any fundraising)	We have ongoing membership fees, journal subscriptions, course sales, conference ticket sales and some money from the publishers’licensing service. Additionally, we raised £50,000 to fund new projects in 2025/2026.
Investment policy and objectives including any social investment policy adopted	None
A description of the principal risks facing the charity	We foresee no immediate risks.

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Structure, Governance and Management


Description ofcharity’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 (optional)

You may choose to include further statements where relevant about:

Relationship with any related parties
	Para 1.51	We are building relationships with organisations with similar remits and will continue building on these.

Reference and Administrative details


Charity name	British Association for Holistic Medicine & Health Care
Other name the charity uses	BHMA (formerly‘BritishHolistic Medical Association)
Registered charity number	289459
Charity’sprincipal address	27 Ivory House Clove Hitch Quay London SW11 3TN

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Names of the charity trustees who manage the charity


	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (if any)
1	Peter Donebauer	Chair
2	Dr Antonia Wrigley	Vice Chair
3	Ian Henghes		Resigned 17/06/2024
4	Dr Thuli Whitehouse
5	Darryl Edwards		Resigned 02/2024
6	Marina Malthouse		Co-opted 02/04/2024
7	Mayur Gami		Co-opted 04/12/2024
8	Chloe Jenny		Co-opted 04/12/2024
9	Jessica Frost		Co-opted 04/12/2024

Names and addresses of advisers (Optional information)

Type of adviser	Name	Address
Independent Examiner	Joanne Trowbridge MAAT	Bristol Community Accountants CIC, The Park, Daventry Road, Knowle, Bristol, BS4 1DQ

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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 ]
Position (eg Chair
Secretary, Chair, etc)
Date � � ��
----- End of picture text -----

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Charity Name	No (if any)
British Association for Holistic Medicine & Health Care	289459

Receipts and payments accounts For the period Period start date Period end date To from 01/07/2024 30/06/2025

CC16a

Section A Receipts and payments	Section A Receipts and payments
A1 Receipts	Unrestricted funds to the nearest £ 12,651 56,878 4,243 4,345 167 - 209 78,493 - - - 78,493 16,444 16,228 8,652 807 761 716 8,332 850 52,790 - - - 52,790 25,703 - 28,332 54,035	Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Endowment funds to the nearest £	Total funds to the nearest £	Last year to the nearest £
Membershipsubs	12,651		- - - - - - - -	12,651 56,878 4,243 4,345 167 - 209 78,493	10,761
Donations	56,878				21,765
Journal income	4,243				6,262
Course Income	4,345				4,350
Other income	167				128
Gift Aid	-				6,038
Bank interest	209				369

*Sub total*(Gross income for AR)	78,493				49,673

A2 Asset and investment sales, (see table).
	-		- - -	- - -
	-				-
*Sub total*	-				-
*Total receipts* A3 Payments
			-	78,493	49,673

Journal costs	16,444		- - - - - - - - -	16,444 16,228 8,652 807 761 716 8,332 850 52,790	13,614
Development costs	16,228				7,551
Administration costs	8,652				8,878
Website & Marcomms	807				1,479
Bank Fees	761				412
Accounts	716				652
Events	8,332				796
Other costs	850				1,569

**Sub total **	52,790				34,951

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*				52,790
			-		34,951

	25,703		-	25,703	14,722
	-		- -	- 28,332	-
	28,332				13,610
	54,035		-	54,035	28,332

CCXX R1 accounts (SS)

05/12/2025

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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 £ 54,035 - - - - - 54,035 - 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 788 Print Name Peter Donebauer	Endowment funds to nearest £
			-
			-
			-
			-
			OK
			Endowment funds to nearest £
			-
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
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			Current value (optional)
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			When due (optional)
			30 November 2025





			Date of approval
		Peter Donebauer	� � ��

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Independent examiner's report on the accounts

Section A Independent Examiner’s Report

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

30/06/2025	Charity no (if any)	289459

1-8

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30/06/2025

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.

Date: Signed: �� Name: Joanne Trowbridge Relevant professional MAAT qualification(s) or body (if any): Address: Bristol Community Accountants CIC The Park, Daventry Road Bristol, BS4 1DQ

October 2018

IER

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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).

Give here brief details of any items that the examiner wishes to disclose .

October 2018

IER