�������������������� ������ ���� �� ���� ���� � �� ��� �� **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| �������������������� ������ ���� �� ���� ���� � �� ��� �� ## **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| �������������������� ������ ���� �� ���� ���� � �� ��� �� |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.| �������������������� ������ ���� �� ���� ���� � �� ��� �� ## **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| ||| �������������������� ������ ���� �� ���� ���� � �� ��� �� ## **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**|**Address**| |---|---|---|---|---| ||Independent Examiner|Joanne Trowbridge MAAT|Bristol Community Accountants
CIC, The Park, Daventry Road,
Knowle, Bristol, BS4 1DQ|| |||||| |||||| |||||| �������������������� ������ ���� �� ���� ���� � �� ��� �� ## **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 -----**
�������������������� ������ ���� �� ���� ���� � �� ��� �� |**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 5 �������������������� ������ ���� �� ���� ���� � �� ��� �� ## **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)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due (optional)**| ||||**30 November 2025**| ||||| ||||| ||||| ||||| ||||| ||||Date of approval| |||Peter Donebauer|� � ����| ||||| 6 �������������������� ������ ���� �� ���� ���� � �� ��� �� **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**|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** 7 **IER** �������������������� ������ ���� �� ���� ���� � �� ��� �� ## **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** 7 **IER**