THE SOUTH WEST GENERAL PRACTICE TRUST

Charity number: 292013
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

MAKING GRANTS TO PRIMARY CARE IN THE UNIVERSITY OF BRISTOL AND UNIVERSITY OF EXETER MEDICAL SCHOOL.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £63,788
Total expenditure: £15,764

People

8 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:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Economic/community Development/employment
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Organisations
  • Sponsors Or Undertakes Research
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Bath And North East Somerset
  • Bristol City
  • Cornwall
  • Devon
  • Dorset
  • Gloucestershire
  • North Somerset
  • Somerset
  • South Gloucestershire

Governance

Registration history:
  • 13 June 1985: 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:
  • Conflicting interests
  • 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
  • Risk management
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
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

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Prof Roger Jones Chair 01 October 2021
None on record
Richard David Neal Trustee 22 October 2024
None on record
Prof Elizabeth Eley Trustee 01 October 2021
None on record
Professor Andrew Blythe Trustee 24 May 2018
None on record
Professor Katrina Turner Trustee 15 November 2017
None on record
Professor John Macleod Trustee 15 November 2017
None on record
PROFESSOR JOHN LENNOX CAMPBELL MD FRCGP Trustee
None on record
Professor PHILIP HUGH EVANS Trustee
ST THOMAS BAPTIST CHURCH
Received: On time

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £19.86k £13.49k £2.94k £9.12k £63.79k
Total expenditure £16.80k £17.17k £15.02k £19.86k £15.76k
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 05 April 2024 03 February 2025 On Time
Accounts and TAR 05 April 2024 03 February 2025 On Time Download Open in new window
Annual return 05 April 2023 01 February 2024 On Time
Accounts and TAR 05 April 2023 Not Required
Annual return 05 April 2022 26 January 2023 On Time
Accounts and TAR 05 April 2022 Not Required
Annual return 05 April 2021 03 February 2022 On Time
Accounts and TAR 05 April 2021 Not Required
Annual return 05 April 2020 08 April 2021 62 days late
Accounts and TAR 05 April 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 22 MAY 1985 AS AMENDED BY SUPPLEMENTAL DEED DATED 11 FEBRUARY 2010.

Charitable objects

A. TO FURTHER EDUCATION, RESEARCH AND TEACHING FOR ENTRY TO THE MEDICAL PROFESSION, ALLIED PROFESSIONS AND OTHERS WORKING IN ASSOCIATION WITH THE GENERAL PRACTITIONERS IN THE PROVISION OF PRIMARY HEALTH CARE IN THE SOUTH WEST REGION. B. TO PROVIDE FINANCIAL SUPPORT AND ASSISTANCE TO THE DEVELOPMENT OF GENERAL PRACTICE IN THE UNIVERSITIES OF BRISTOL AND EXETER. C. TO SUPPORT SUCH ACADEMIC AND EDUCATIONAL ACTIVITIES IN EACH OF THE DEPARTMENTS IN THE SAID UNIVERSITIES AS ARE APPROVED BY THE HEAD OF DEPARTMENT/OR OTHER PROPER PERSON OFFICER CONCERNED. (FOR FURTHER DETAILS SEE CLAUSE 3 OF DEED).

Area of benefit

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

SOUTH WESTERN REGION

Contact information

Address:
PROFESSOR PHILIP EVANS
University of Exeter
Heavitree Road
EXETER
EX1 2LU
Phone:
01392722743
Email:
swgptrust@gmail.com
Website:

No information available