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Registered Office
23 Lancaster Drive
Isle of Dogs
LONDON
E14 9PT
Statement of Accounts
For the Financial Year ended
31st March 2010
Company Number 04386014
Charity Registration Number 1098671
Annual Report 2009-10
The Whole Person Health Trust
This has been another quiet year for the trust apart from the development of the Whole Person Health Care course being planned at Gloucestershire University in 2011. Whilst there is no clinical expression of the Trust’s whole-person approach now functioning, the lessons learned are being put into practice in a variety of ways as described below.
Web Sites
Our new web site is www.wphtrust.com . We are continuing to gradually develop it’s usefulness as a resource for people interested in whole-person health care. At the same time we are responsible for the WholeCare website at www.wholecare.org.
Training programmes
Dr Sheldon and the other members of the WholeCare group continue to be involved in a number of teaching and training sessions both in the UK and abroad. These have mainly been to medical audiences, informing them of the importance of a whole-person approach, and then discussing possible ways in which medical practice may be altered to provide a more whole-person method of health care delivery. During this year we began developing the concept of a Master’s Degree programme in Whole Person Health and have made contacts and initial plans with the Faculty of Health at Gloucestershire University. The first course is planned to start early in 2011.
Some on-going consultancy work has been undertaken, so far mainly with GPs, to help them seek for ways in which whole-person principles may be applied in practice.
Spiritual Care Advisors (Community Health Care Chaplains)
In conjunction with a number of General Practices in Birmingham, Dr Sheldon has been cooperating with the local Mental Health team to audit and develop the use of SCAs (Spiritual Care Advisors) into Primary Care. Up to now these advisors have been called Chaplains, but we are now developing a job description and training programme to fully integrate these advisors into the NHS team. The preferred name is probably Community Health Care Chaplains.
WholeCare
This new organization has been developed by Dr Sheldon and others interested in the field of wholeness and healing. The main co-workers are Dr Michael Harper, Dr Geoffrey Clarke, Dr Alison Gray and Revd Dr Russ Parker. The organization intends working as an umbrella organisation for healing centers and Christian whole-person projects. As part of this cooperation WholeCare was involved with Burrswood Hospital and the Acorn Christian Healing Foundation in running the second annual conference on Whole Person Care at Burrswood Hospital. This one was called “Are we there yet” and was chaired by Bishop Michael Nazir-Ali.
We have received further gifts during this last year, mainly dedicated to the work of WholeCare.. The Whole Person Health Trust has held these designated funds to be spent by WholeCare on projects relating to the advancement of whole person care. Conferences have been held, and research fellows already appointed to explore in depth some aspects of the whole person approach in health care. Further details available from their web site at www.wholecare.org.
We have now decided to seek a partnership with the new programs at Gloucestershire University which is developing an extensive program of lectures, workshops and training modules.
EMCPA
The annual meeting of the European Movement for Christian Psychology and Anthropology (EMCPA) was held this year in Warsaw, Poland, and Dr Sheldon was one of the main contributors. We also designed and maintain a web site on behalf of the organisation which can be found at www.emcpa.eu. We are now passing on the responsibility for this web site.
Future developments
It is our intention to spend the coming year concentrating of developing and disseminating resources for health care professionals, through books and pamphlets, our web sites and conferences and training seminars. We also intend encouraging other professionals who are seeking to develop a whole person approach to health.
Dr Michael G Sheldon
27th September 2010
Statement of Accounts
For the Financial Year ended
31st March 2010
The Whole Person Health Trust
The directors present their report and accounts for the year ended 31st March 2010 and confirm that the accounts have been prepared in accordance with the charitable company’s governing instrument and relevant statutory requirements.
CONSTITUTION
The company, which is limited by guarantee and therefore governed by its Memorandum and Articles of Association, is a registered charity.
DIRECTORS’ STATEMENT OF RESPONSIBILITY IN RELATION TO THE ACCOUNTS
Law applicable to charitable companies in England and Wales requires directors to prepare accounts for each financial year which give a true and fair view of the charitable company’s financial activities during the year and of its financial position at the end of the year. In preparing accounts giving a true and fair view, the directors should follow best practice and:
- select suitable accounting policies and then apply them consistently;
- make judgements and estimates that are reasonable and prudent;
- prepare accounts on the going concern basis unless it is inappropriate to presume that the charitable company will continue in operation.
The directors are responsible for keeping accounting records which disclose with reasonable accuracy the financial position of the charitable company and which enable them to ascertain the financial position of the charitable company and which enable them to ensure that the accounts comply with applicable law. They are also responsible for safeguarding the assets of the charitable company and hence taking reasonable steps for the prevention and detection of fraud and other irregularities.
The directors confirm that the charitable company can meet all its obligations on all its funds, if not the directors will contribute sufficient capital to achieve this.
DIRECTORS
The directors for this year were
Dr Michael G Sheldon, Revd. Dr Nick Read, Dr Stuart Bingham
The report of the directors’ has been prepared in accordance with the special provisions of Part VII of the Companies Act 1985 relating to small companies and was approved by the board on 27th September 2010 and signed on its behalf.
By ………Dr Michael G Sheldon………………. (Chair and Company Secretary)
Registered Address of Trust: 23 Lancaster Drive, Isle of Dogs, London E14 9PT
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Whole Person Health Trust |
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Balance Sheet 31st March 2010 |
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ASSETS |
31-Mar-10 |
31-Mar-09 |
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Fixed Assets (Computers and office furniture) |
0.0 |
440.50 |
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Minus depreciation |
0.0 |
440.50 |
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Fixed Assets carried forward 31st March |
0.0 |
0.0 |
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Current Assets |
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Funds donated during the financial year – designated to WholeCare |
5,000.00 |
5,000.00 |
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Funds collected by WholeCare from attendees at conferences |
0.0 |
1,535.00 |
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Funds donated during the financial year - undesignated |
14.00 |
20.00 |
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Funds received to balance bank account |
0 |
19.51 |
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Booklet sales |
- |
- |
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Booklet stock (given back to authors) |
0 |
0 |
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Cash in hand |
0 |
3.41 |
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TOTAL ASSETS |
5,014.00 |
6,577.92 |
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Resources Expended |
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As detailed on statement of receipts and payments |
1,053.70 |
6.051.37 |
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Total current assets less current liabilities |
3,960.30 |
526.55 |
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Funds brought forward from previous financial year (bank) |
9,597.65 |
9071.10 |
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Accumulated funds |
13,557.95 |
9,597.65 |
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NOTE |
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For the year ended 31st March 2010 the company was entitled to exemption under section 249a(1) of the Companies Act 1985 and therefore the accounts have not been audited |
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No members have required the company to obtain an audit of its accounts for the year in question in accordance with section 249b(2) |
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No payments have been made to the directors within this financial period |
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The directors acknowledge their responsibility for: i) Ensuring the company keeps accounting records which comply with section 221; and ii) Preparing accounts which give a true and fair view of the state of affairs of the company as at the end of the financial year, and of its profit or loss for the financial year, in accordance with the requirements of section 226, and which otherwise comply with the requirements of the Companies Act relating to accounts, so far as applicable to the company. |
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For the financial year ended 31st March 2010 the company is non-trading |
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Approved by the Directors on 27th September 2010 |
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Signed on their behalf ……….. |
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Dr M G Sheldon (Company Sec.) |
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The Whole Person Health Trust |
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Notes to the Accounts |
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For the Financial Year ended 31st March 2010 |
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1 Basis of Accounting |
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The accounts have been prepared under the "Receipts and Payments" basis as prescribed by the Charity Commissioners, and they meet the legal requirements. The accounts are prepared on a "going concern" basis |
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2009-10 |
2008-9 |
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2 Incoming Resources |
£ |
£ |
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Donation for designated purposes (WholeCare) and conference income |
5,000.00 |
6,535.00 |
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Booklet sales |
- |
- |
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Donations received by The Whole Person Health Trust |
14.00 |
39.51 |
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5,014.00 |
6,574.51 |
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3 Resources Expended |
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a) Costs of Activities in Furtherance of the Charities Objects |
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Establishment costs |
0 |
125.00 |
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Expenses relating to publications |
0 |
221.27 |
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Designated expenses for WholeCare (web site, Research Fellows, Booklet production, Conference Expenses and Administration) |
745.01 |
5,705.10 |
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745.01 |
6,051.37 |
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b) Support Costs |
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Salaries
Stationary
Petty cash on stamps |
202.00
30.76
3.41
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236.17 |
0 |
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c) Resources Expended on Managing and Administering the Charity |
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Telephone |
- |
- |
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Bank Charges |
- |
- |
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Companies House fee and penalty |
- |
15.00 |
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Web Site Hosting |
72.52 |
- |
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Insurance |
- |
- |
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72.52 |
15.00 |
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TOTAL Resources Expended |
1,053.70 |
6.051.37 |
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2009-10 |
2008-9 |
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4 Staff Costs and Numbers |
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£ |
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Gross wages |
202.00 |
394.50 |
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Employees who were engaged in administering the charity |
- |
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(Part-time self-employed professionals) |
1 |
1 |
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5 Payments to Directors |
- |
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No payments were made to directors or any persons connected with them during this financial period. No material transaction took place between the charity and any director or any person connected with them. |
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Accounts 2008-9 Summary |
2009-10 |
2008-9 |
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NET INCOMING RESOURCES |
5,014.00 |
526.55 |
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Funds in bank brought forward from previous year (31st March 2008) |
9,597.65 |
9,071.10 |
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Stock in hand (booklets) |
0 |
0 |
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Cash in hand |
0 |
3.41 |
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DESIGNATED FUNDS CARRIED FORWARD on 31st March (WholeCare) |
10,318.03 |
6,302.26 |
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UNDESIGNATED FUNDS CARRIED FORWARD on 31st March (WPH Trust) |
3,239.92 |
3,291.98 |
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TOTAL FUNDS CARRIED FORWARD on 31st March |
13,557.95 |
9,597.65 |
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Fixed Assets Computers and Office Furniture |
0 |
440.50 |
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All given away to charity |
0 |
440.50 |
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Fixed Assets carried forward on 31 March |
0 |
440.50 |
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Signed at the AGM meeting of directors at 23 Lancaster Drive, E14 9PT on 27th September 2010 |
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All Directors agreed to the accounts |
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Signed |
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Dr Michael G Sheldon |
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