CALDBECK SURGERY CHARITABLE FUND

Charity number: 1010398
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Provision of grants, equipment and services for the patients of the Caldbeck Surgery and others in the locality.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £3,587
Total expenditure: £7,025

People

7 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

No information available

Trustee payments

No information available

What, who, how, where

What the charity does:
  • The Advancement Of Health Or Saving Of Lives
  • Disability
Who the charity helps:
  • Elderly/old People
  • People With Disabilities
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
  • Provides Services
Where the charity operates:
  • Cumbria

Governance

Registration history:
  • 08 April 1992: Standard registration
  • 27 July 2021: Funds received from 1158217 EDEN LIFELINE PROJECT
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
No policies declared
Land and property:
This charity does not own and/or lease 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Michael Bohling Chair 06 June 2023
None on record
Judith Lesley Kent Trustee 06 June 2023
None on record
Trevor Green Mr Trustee 01 April 2017
None on record
DOREEN GLEED Trustee 29 July 2013
None on record
MARJORIE WATSON Trustee
None on record
MONICA WHITSON Trustee
None on record
ANNE CARTMELL Trustee
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £8.48k £4.01k £4.50k £8.16k £3.59k
Total expenditure £3.16k £18.65k £3.00k £5.08k £7.03k
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

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 March 2024 31 December 2024 On Time
Accounts and TAR 31 March 2024 Not Required
Annual return 31 March 2023 17 October 2023 On Time
Accounts and TAR 31 March 2023 Not Required
Annual return 31 March 2022 31 May 2022 On Time
Accounts and TAR 31 March 2022 Not Required
Annual return 31 March 2021 23 August 2021 On Time
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 08 July 2020 On Time
Accounts and TAR 31 March 2020 Not Required
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.

TRUST DEED DATED 16 MARCH 1992

Charitable objects

TO RELIEVE SUFFERING AND PRESERVE AND SAFEGUARD THE HEALTH OF ALL PERSONS BY THE PURCHASE OF MEDICAL EQUIPMENT DRESSINGS, DRUGS, AND SERVICES NOT NORMALLY PROVIDED BY THE NATIONAL HEALTH SERVICE FOR THE BENEFIT OF PATIENTS OF CALDBECK SURGERY AND OTHERS

Area of benefit

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

CALDBECK AND DISTRICT

Contact information

Address:
Fell Cottage
Mungrisdale
PENRITH
CA11 0XR
Phone:
01768779857
Email:
trevorgreen1@hotmail.com
Website:

www.caldbecksurgery.co.uk Open in new window