SOMERSET LOCAL MEDICAL BENEVOLENT FUND

Charity number: 201777
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To apply the income of the fund: 1. For the assistance or relief of need of any medical practitioner who has practised in Somerset, or his or her immediate dependents. 2. To support the costs of the medical training of the child of such a practitioner 3. To contribute to such other medical charities as the trustees shall see fit.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £20,000
Total expenditure: £27,914

People

5 Trustee(s)

Employees with total benefits over £60,000

No information available

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

Main way of carrying out purposes is grant making
What the charity does:
  • Other Charitable Purposes
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Somerset

Governance

Registration history:
  • 06 February 1962: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Trustee conflicts of interest 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Dr Thomas Langston Trustee 07 November 2023
None on record
Dr Steven Edgar Trustee 01 October 2020
None on record
Dr John O'Dowd Trustee 01 October 2020
None on record
Dr Timothy Horlock Trustee 08 November 2018
None on record
Dr Berge Hagop Balian Trustee 08 November 2018
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £23.13k £19.00k £23.90k £23.90k £20.00k
Total expenditure £34.06k £23.29k £30.95k £23.51k £27.91k
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 19 December 2024 On Time
Accounts and TAR 31 March 2024 Not Required
Annual return 31 March 2023 06 December 2023 On Time
Accounts and TAR 31 March 2023 Not Required
Annual return 31 March 2022 22 December 2022 On Time
Accounts and TAR 31 March 2022 Not Required
Annual return 31 March 2021 07 March 2022 35 days late
Accounts and TAR 31 March 2021 Not Required
Annual return 31 March 2020 02 December 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.

DECLARATION OF TRUST DATED 16TH FEBRUARY 1949

Charitable objects

TO APPLY THE INCOME TO:- (1) ANY MEDICAL PRACTITIONER PRACTISING OR HAVING PRACTISED IN SOMERSET OR HIS WIFE WIDOW OR CHILDREN OR OTHER ASSISTANCE. (2) ANY DEPENDANTS OR THE ABOVE MEDICAL PRACTITIONERS BY WAY OF SCHOLARSHIP OR BURSARY IN MEDICAL OR OTHER SUBJECTS. (3) SUCH MEDICAL CHARITIES AS THE TRUSTEES THINK FIT.

Area of benefit

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

COUNTY OF SOMERSET

Contact information

Address:
SOMERSET LMC
THE CROWN MEDICAL CENTRE
CROWN INDUSTRIAL ESTATE
VENTURE WAY
TAUNTON
TA2 8QY
Phone:
01823331428
Email:
somersetlmc.office@nhs.net
Website:

www.somersetlmc.co.uk Open in new window