APPENDIX 1 oscr Period start date M￿th Year 2024 Period end date M￿th Year 03 2025 From 01 To 31 Office of the Scottish Charity Regulator Reference and administration details Charity name other names charity is known by Registered charity number Charity's principal address Helen Campbell Homeopathy Foundalion SC049000 Names of the charity trustees on date of approval of Trustees. Annual Report Trustee name Office (rf any) Dates acted if not for whole year (or body) entitled to appoint trustee Irf any) Chair 10 11 12 13 14 15 16 17 18 19 20 APPENDIX 1 Reference and administration details Names of all other charity trustees during the period, if any. (for example, those who resigned part way through the financial period) Name Dates acted if not for whole year Structure, governance and management Type of governing document The SCIO is govemed by the chartty's constitutmjn. Trustee recruitment and appointment The number of trustees shall not be fewer than three or greater than nine. The current trustees have the power to elect new or addttional truslees as required time to time so long as these numbers are not exceeded. Objectives and activities Charitable purposes The purpose of the charty is: to promote, support and fvnd educational projects that relate to use of homeopathic energies to support the health, wellbeing and growth of peo￿e. animals and plants; lo advance knowledge, education and public awareness in respect to the health and healing benefits of homeopathic medicine and remedies, throughout Scotland, the UK and intemationally- to provide relief lo those in need by reason of ill-health, disabilty or other disadvantage by promoting the beneffts of homeopathic remedies for first aid. acute and chronic problems of ill health- to support projects that advance mental. emotional and physical wellbeing through the application of homeopathic philosophy and During the year the charty's social media presence increased to raise awareness of the charity's work to promote and support the development of a communty of people with an interest in homeopathy in Scotland. The trustees attended the 100th faculty of Homeopathy Congress in November 2024 which took place in Edinburgh. The charity became evenl sponsor. increasing awareness of our work. Summary of the main activities in relation to these objects APPENDIX 1 Achievements and performance Summary of the main achievements of As mentioned above the charity have been focussing on the design and the charity during the financial period development of the website which is now up and running. 1. We continued to develop an action plan aligned with the original targets. We had to adjust our timelines for annual targets due to these challenges. but we remain committed to achieving our overall goals. 2. We SUc￿SfUl￿ ￿rrIed out the set of agreed-upon actions that helped to build a strong and engaged community of associate members interested in homeopathy. During the year 15 new indtVKluals have signed up via the website taking the current count to 69. 3. To raise awareness of the Helen Campbell Homeopathy Fourmlation SCIO'S work, work on developing a social media presence through the website and other media channels continued. The Foundation grew its followers on Twitter from 225 to 276. We believe that the social media strategy has helped to strengthen the community and increase engagement with Helen's vision. 4. The website is a key toovplatform developed in line with Helen's wishes to build a community of people with an interest in homeopathy in Scotland. The website acts as a platfonn for the associates to share their interests that can infomi events and meetings. b. The website serves as a tool for Helen to promote meetings, events, and blogs. and operates as a booking system for meeb'ngs at the house. c. We have also maintained and updated the website to ensure it remains an effective tool for the organisation. 5. 20 blog artides were written and published to drtve awareness of meopathy practices and the Foundation. Financial review Brief statement of the charitys policy At this time the charty has a reserves surplus of £4.316. on reserves Details of any deficit None Donated facilities and services (rf any) None APPENDIX 1 Other optional information Declaration The trustees declare that they have approved the trustees. report above. Signed on behalf of the charity's trustees Signature( Full narne( Position (e.g. Chair) Chair Date APFENDIX 2 SC049000 OSCR Recei ts and ments accounts Forth• p•nod Scottish Charty ReguLator 2024 31 Section A Statement of receipts and payments Unrestncted lunds Restncied lunds Expendable enllowment funts Pemianènt endowment fund5 Total tunds curreni period Total tunds last peno+J A1 Recei D(xthons ac Grants Recei ts fundraisin activilies Gross tradin rec IncotrE fiorn Investtnen land and buikli 165 1JO 874 Rents from land & buildin Gn)ss re￿ptS frL¥ll Other ch actNrties Ue tota 4155 4155 25.874 A2 R•c•ipts Irom ass•t & inveslmerrt sales Proceeijs from sale offred assets Proceefjs ITOM s* of investments 156 155 26.874 A3 Pa￿￿ents Expense5 forlundraisw activities Gross trading payments Investment rnanagefflent costs PayTnents relab.ng iJiieLly lo charrtabk 14628 1{628 26.39S Grants and donalKJns Govemance coslg.. Audrt i Independent examinatson Preparatlon of annu￿ accounts Legal costs other- gfft am1 returr 1.320 1J20 3.060 A3 Sub total 1&128 A4 Paym•nts r•lating to ass•t and investment mov•ments Purchases of fixed assets Purchase of investment5 A4 Sub totsl Total pa￿ts 1&128 1&128 10.973 4.935 A5 Transfers to I (from) funds sU￿lUsI(deffCItj fr￿year 10.973 10J73 SC049000 Section B Statement of balances Ti*al Toial last ￿￿1 B1 Cash funds 15389 20.224 FI￿1 lthficrtl re(*¥I5 11Q9131 110.9131 149351 Cash a￿1 b￿k balwKe5 &etMI of 4316 4316 15289 Details 82 ￿￿$¢ments TLX B3 Other assets Trt B4 Liabilitie5 1.320 150 Total 1.590 1.320 B6 Con*"ng•nt lialM"Irt Totsl on behtholall thotrwte apwoval APPENDIX 2 SC049000 Section C Notes to the Accounts C1 Nature and purpose of funds (may be stated on analysis offunds Mwksheets) Type of activity or project Supported C2 Grants Total C3a Trustee remuneratSon a trust￿ cross this trf)x 1(Al￿￿Se c(¥nF*te Sects(￿ 3b) Autknity under which pad C3b Trustee remuneration - detalls C4a Trustee expenses C4b Trustee •xpense8 - details Bdance (Q outstatKling Nature of relatlonshl Nature of transactfon C6 Transactions with truste and ¢onn•cted persons C6 Other inforniation DK4Ft . marc￿25 ._ReceVs_PayiRnts acc(wJnts kn OSCR 2 1 P*Aes3 Decelnter ￿)/ SC049000 Additional analysis (1) Analygs of re¢eipts and paynents Totsllajtw T(rfal 2 Grants TLNalla•t T(*allastww T(*allastwK WJW•5t tol￿r*s1 13.581 11581 24 24 9riJ 1,141 492 481 492 481 T(rfal 14 1{62 SC049000 Td TL*al Receip15 tiÈs G￿ts G￿￿tr￿lI[￿J tEcgN5 155 155 974 R￿tsfroM l￿d & tukli Subtot41 5,155 5,155 25,874 Recei Sub folaT 5,155 5,155 25,814 Pa 26 fj￿tS (knthns Sub to 14128 16,128 Purchases clfixed xsels Sub to 110,9nTr 110.9ni {4,935Tr Tiwsfw¥ tol (frwl fwKIs 97) Nthire and of fund8 SC049000 Additional analysis13) 6 Bteakdown of te5tiicted furKIs Recelpt• cie5 G￿tS frM)knd GI￿$traY Rwts l￿d & M*kJi Sub to131 Recei Prc¢eèys frcfft￿e ￿fiXell assets Sub tot31 Tolal G￿ts ¢knabons Sub iot*l Sub iot*l rO&1payff￿ts T[￿$fe[S tol(froml l￿d$ SurythJs/(defiuiJ fwyear Nature e of lunds APPENDIX 3 OSCR 0tt6h Charity Regulat( Inde endent examiner's re ort on the accounts Report to the Chanty name trusteeslmembers of Helen Campbell Homeopathy Foundation SCIO Registered charity SC049000 number On the accounts of the charity for the period Period start date Month Period end date Month Yeer 2024 to 31 2025 Set out on pages remerter ki I￿lUde Ihe p￿e umter5 sheets) Respective The chariws trustees are responsible for the preparation of the accounts in accordance responsibilities of with the terms of the Charities and Trustee Investrnent (Scotland) 2005 Act and the trustees and examiner Charities Accounts (Scoliand) Regulab'ons 2006 {as amended). The charity trustees consider that the audit requirement of Regulation 10(1) (d) of the Accounts Regulations does not apply. It is my responsibility to examine the accounts as required under section 44(1) {c) of the Act and to state whether particular matters have come to my attention. Basis of independent My examination is carried out in accordance with Regulation 11 of the 2006 Accounts examiner's statement Regulations. An examinats'on includes a review of the accounting records kept by the charty and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disdosures in the accounts and seeks explanations from the trustees conceming any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and, consequently, I do r￿t express an audit opinion on the view given by the accounts. Independent examiner's In the course of my examination. no matter has ccAne to my attention: statement which gives me reasonable cause to believe that in any material respect the requirements: to keep accounting records in accordance with seclion 44(1) (a) of the 2005 Act and Regulation 4 of the 2006 Accounts Regulations. and to prepare accounts which accord wth the accounting records and comply with Regulation 9 of the 2006 Accounts Regulations have not been met, or 2. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Signed: Date: Name: Relevant professional qualification(s) or body ICAS lif any): Address: Henderson Loggie LLP The Stamp Office.10-14 Waterloo Place Edinburgh EHI 3EG "Please delete the words in the t￿ttkets ff1h￿ appty. Kthe aFf*, set ttThe rnatte￿ *thich have ccrfne to your attent￿n on the following page. APPENDIX 3 Disclosure section Only complete rf the examiner needs to highlight material problems. Give here brief details of any items that the examiner wishes to disclose