THE BRITISH PSYCHOANALYTICAL SOCIETY (INCORPORATING THE INSTITUTE OF PSYCHOANALYSIS)

Charity number: 212330
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

We are a UK wide and international community of professionals, dedicated to helping people enhance their lives through an intensive talking therapy, psychoanalysis. The Institute of Psychoanalysis is the outward face and training body of the British Psychoanalytic Society. We organise public events, lectures and conferences and publish The International Journal of Psychoanalysis.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£2,163,047

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Donations and legacies £393.91k
Charitable activities £1.46m
Other trading activities £0
Investments £158.27k
Other £152.25k

Total expenditure:
£2,140,434

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Raising funds £31.98k
Charitable activities £2.11m
Other £0

£229,848 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £31.98k
Charitable expenditure £2.11m
Retained for future use £22.61k

People

23 Employee(s)

11 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 1
£90k to £100k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 09 October 1968: Standard registration
  • 12 September 2012: Removed (Amalgamated)
  • 12 September 2012: Funds transferred to
Organisation type:
Charitable company
Other names:
  • LONDON CLINIC OF PSYCHO ANALYSIS (Working name)
  • INSTITUTE OF PSYCHO-ANALYSIS (Previous name)
Company number:
00200962 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Social media policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Beate Anna Schumacher Trustee 05 July 2025
None on record
Isobel Clare Pick Trustee 05 July 2025
None on record
Robert Michael David Alster Trustee 17 March 2025
None on record
Dr Anuradha Menon Trustee 17 March 2025
None on record
Elizabeth Alison Coates Thummel Trustee 17 September 2024
None on record
Dr Ana Paulina Frajtag Sauma Trustee 01 September 2023
None on record
Dr Petya Gospodinova Petkova Trustee 01 July 2023
None on record
Kathryn Elisabeth Taylor Trustee 01 July 2023
None on record
Helen Dawn Brindley Trustee 28 November 2022
None on record
Mohammed Fakhry Davids Trustee 31 October 2022
None on record
Penelope Elizabeth Belford Garvey Trustee 01 September 2022
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £2.11m £1.95m £2.48m £2.14m £2.16m
Total expenditure £2.44m £2.04m £1.82m £2.10m £2.14m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £345.46k £323.88k £635.13k £401.38k £393.91k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £1.59m £1.44m £1.40m £1.45m £1.46m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £165.15k £175.19k £163.76k £158.66k £158.27k
Income - Other £2.03k £5.15k £286.16k £127.22k £152.25k
Income - Legacies £0 £323.88k £311.65k £0 £40.84k
Expenditure - Charitable activities £2.43m £2.01m £1.79m £2.07m £2.11m
Expenditure - Raising funds £14.27k £22.87k £32.71k £32.31k £31.98k
Expenditure - Governance £0 £128.80k £142.69k £131.10k £176.76k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £22.87k £32.71k £32.31k £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £4.01m £3.92m £3.64m £3.89m £3.79m
Long-term investments £4.85m £5.16m £5.52m £4.84m £5.04m
Other assets £790.59k £899.66k £1.51m £1.49m £1.61m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £327.85k £435.78k £341.75k £542.60k £511.38k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 14 October 2024 On time
Accounts and TAR 31 December 2023 14 October 2024 On time Download Open in new window
Annual return 31 December 2022 29 October 2023 On time
Accounts and TAR 31 December 2022 29 October 2023 On time Download Open in new window
Annual return 31 December 2021 15 August 2022 On time
Accounts and TAR 31 December 2021 15 August 2022 On time Download Open in new window
Annual return 31 December 2020 10 August 2021 On time
Accounts and TAR 31 December 2020 10 August 2021 On time Download Open in new window
Annual return 31 December 2019 14 October 2020 On time
Accounts and TAR 31 December 2019 14 October 2020 On time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 26/09/1924 NOW ARTICLES ADOPTED BY SPECIAL RESOLUTION DATED 27/04/1950 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 16/03/1966 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 10/07/1991 NOW ARTICLES ADOPTED BY SPECIAL RESOLUTION DATED 05/07/2014 AS REGISTERED AT COMPANIES HOUSE ON 22/07/2014 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 14/01/2015

Charitable objects

THE OBJECTS OF THE CHARITY (THE 'OBJECTS') ARE FOR THE PURPOSE OF INCREASING THE KNOWLEDGE OF THE BRANCH OF SCIENCE KNOWN AS PSYCHOANALYSIS INCLUDING, BUT NOT LIMITED TO, TRAINING PERSONS TO PRACTISE PSYCHOANALYSIS AND PSYCHOANALYTIC PSYCHOTHERAPY AND IMPROVING THE TREATMENT OF PSYCHOLOGICAL AND MENTAL HEALTH PROBLEMS BY THE TECHNIQUE OF PSYCHOANALYSIS.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NATIONAL

Linked charities

Linked charities
Linked charity 212330-1 THE INSIGHT TRUST FUND
Governing document
DECLARATION OF TRUST DATED 20 SEPTEMBER 1968, ORDER OF THE CHARITY COMMISSIONERS DATED 4 JUNE 2004.
Charitable objects
ASSISTANCE OF PERSONS IN PECUNIARY NEED TO OBTAIN PSYCHO-ANALYTICAL TREATMENT OR OTHER TREATMENT BASED ON PSYCHO-ANALYTICAL PRINCIPLES.
Area of benefit
NOT DEFINED.
Registration history
  • 09 October 1968 : Standard registration
  • 12 September 2012 : Removed
  • 12 September 2012 : Asset transfer out

Contact information

Address:
Byron House
112A Shirland Road
London
W9 2BT
Phone:
02075635018
Email:
admin@iopa.org.uk
Website:

www.psychoanalysis.org.uk Open in new window