Grange Road Surgery Patient's Fund
Truslee ￿pOrt 2022- 2023
Objertlves and activltles
The charity has been set up for the relief of sickne55 and the preservation of health amongst persons
residing permanently or temporarily within the (atchment area of the surgery by the provision of the
medical equipment for medical practices in Bish0ps￿￿rth.
Achievements and perfomiance
This year has been dominated by an extraordinarily generou5 legacy from Mr Ernest March. The fund
1$ grateful for his support for the patients of BishJpsv￿rth.
This legacy along with a number of smaller donations from the very kind patients of Grange Road
Surgery has enabled the fund to issue two grants to Grange Road Surgery for the provision of
equipment upgrades specifically a touchscreen for the surgery waltlng room to improve the patient
experience and fridges for the treatment rooms to enable better management of patient medication
and vaccines.
Flnandal Revlew
Opening balance
Income
Expenditure
ClosSng balance
£328.11
£32.102.40
£4,536.
£27.894.Sl
These reserves are substantial and the trustees are considering a plan for expendrture spread over a
numberof years.
Structure. Governance a￿1 Management
The charity is governed by a Trust Deed dated 8 October I9￿ and is an unincorporated
organisation. There are two trustees and new 3ppJintees are identified and appointed by the current
trustees when a trustee expresse5 a wish to stand down.
Referen￿ and admlnlstr*i¥e detal
Grange Road Surgery Patients. Fund
Charity number I￿3787
Grange Road Surgery
Grange Road
Bishopsworth
8S13 8LD
Trustees: Dr Patricia ¢YNeill and Dr R￿h Knight
Exemptlons Ir(Kn disclosure
None
Funds held as Custodian tru#ee on behalf of other5
None

Signed:
Dr Patricia O'Neill
Dr Ruth Knight
Trustee
Trustee

Grange Road p￿]ent Fund Accounts
11412022- 311312023
0110412022 Opening balan
£328.11
Income
0810612022 E. March
0411012022 G Indelicèto
1510212023 Chrlstmas donations
Totsl Income
£30,902.40
£1,0￿.{￿)
£2￿).Tr)
£32,102.40
Expenditure
1310712022 ECG Machine
1411212022 Th Fridges
Total Expenditure
£1,650.(KI
£2.886.lJ)
£4,536.
31/0312023 C105ing balance
£27.894.51
Si8ned.'
Dr Patricia O'Neill
Dr Ruth Knight
Oate..
0111012023

## **Independent examiner’s report to the trustees of Grange Road Surgery Patients’ Fund** 

I report to the trustees on my examination of the accounts of the Grange Road Surgery Patients’ Fund (the Fund) for the year ended 31[st] March 2023. 

## **Responsibilities and basis of report** 

As the charity trustees of the Fund you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’). 

I report in respect of my examination of the Fund’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. 

## **Independent examiner’s statement** 

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect: 

1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or 

2. the accounts do not accord with those records. 

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. 

Signed: Charlotte Gordon Name: Charlotte Gordon 

Relevant professional qualification or membership of professional bodies (if any): CIMA CGMA 

Address: 39 Freemantle Road Bristol BS5 6SY 

Date: 13/10/23