Th¢ Thariry RC￿straTiOn Number is :_ I￿5171
BATH GENERAL PRACTICE EDUCATION AND RESEARCH TRUST
Report and Accounts
31 March 2023
BGPERT
Bath GP Education & Research Trust

BATH GENERAL PRACTICE EDUCATION AND RKSEARCH TRusr
Report and accounts for the vear ended 31 March 2023
Contents
Charity information
Trn%tee5' Athnual Rewbrt
Statement ofdlreclors. reSpO￿lbIlItIeS
Inderthdent Accountsnt's Report
Statement of ￿nanCIal Actlvltles
Bg14nct $he¢t
Notos to the o¢¢ountB
10

BATH GENERAL PRAcficE EDUCATION AND RESEARCH TRUST
Tru5tees' Annual Report for the year ended 31 March 2013
The Tru5Lees PTe&ent their Rep(Kt and Acc￿nts f(￿ the Itar e[￿ 31 March 2023.
Reference and administrative details
The
The le8al nattt ofihe charity is:. BATH GENERAL PRAalCE EDUCAIION AND RESEARCH TRUST.
The ¢h8ri1y is a]$0 known by I￿ 0￿￿]rtg nan*. BGPERT.
The charity's 4V¢aS op¢rathon and UK Charit￿1¢ rryi51rnlio
Ihe charity is TegL'Steted in England & Walu ￿th thE ChaTity COMMI￿0￿ in F￿Sland & Wal45 ICCEW) wilh chariry
number 1005171.
The charity drw owai¢ in w)y over*￿ jurisdiciions.
L*xdlstruclwe olrfhe
The chariLy LS constiiut¢d as an ￿nincory*)rn1￿J ¢hwi¢y. ¢StabliSh￿l by Detyj. Thc govcrning docUw￿nt of Ihe
chariiy is the Trust Deed esthblishin8 the chan'ty.
There are no rE51Ticiions in Ihe 8overningdLKumenrs on the operaLion of the ChgriLy or on inv¢s¢tKn¢ powers oiher
than Iho5e imposed by Chariiy tAW.
The Irustees are Indi￿du815.
Theprth¢lprtl oddr¢ss ts...
D¢partTnrnil. Wolf¥on Build¥ng
RUH Bath NHS Foundation Trn51, Corth Park
Baih. BAI 3NQ
Th¢ Tnu¢¢¢s th offl¢¢ on th¢ d￿¢ ihe rtPOrf wrov¢d wer•.'.
John Ward
Ro%ic CHin
IxJui8e Willcocks
Helen Kings¢on
Ni¢olas A.8hl¢y
Nicola Bebb
Annc IAshford
Paer Phillips
Thefollowin8persoii$ Served￿ Trwlees iknytsr¢ryd¢d31 Mqrch 2023 ..
The tru5tccs who scrved as a tnJs*e in the reponin8 pu1￿j wtre &$ shown abo¥< *TC no chan8es in ihe period
b¢twccn the Ye*re￿j and the atoroval of Ihe ￿e0￿LI.

BATH GENERAL PRACTICE EDUCATION AND RESEARCH TRUST
Trustees, Annual Report for the year ended 31 March 2023
Objeets and aetiviti£s of the charlty
Th¢pi¢rposes ofihe charW as Srtoul in itsgop¢nJin£ d•¢¥me
BGPERT works"
. for thc &]vanc¢rtMI of coTrtinuirLg profak%ional developy￿11 thTough trKdical education for
Gen¢Tal Fra￿lI10ney& GP trainee5, ￿1]¢0 GP staff including PMii¢¢ NuTses. 10 promoie Ihc highe51 level of care
delivery to IheiT Patients. through U￿ja￿ and knowledge of the law¢ evidence and guidance for utatrnent and pètieni
care. and to d1￿Minate inf(rnion anM>ngsi ihe r[dI￿ profession in the Hea]th Distria and e]5ewhere for such
pllrpos¢."
Th* 4Cliv￿leS ul￿ertaken in Tel￿10￿ ts thoSepU￿oj¢S d￿11￿¥ iheyear
SitK¢ th¢ ¢losure of of the RNHRD * the'mineral Hcwitsl. in the ttntre of Bath. and sub5ts4uen¢ move io a new
purw)se-buili urti¢ ai the RUH Bath *iie, h￿£ le1￿8t￿l 1¢￿din81y. 2nd have offic¢s in the Wolfsoo Centsr in
the RUH, %hared w¢h two other charilies.
BGPF.RT provid&s amund 40 conlinuing education evenLS exh ye4r klping GPS and ¢)iheT hc4lth profL55ional% ro
maintain Th¢LT awareneu and U￿r$I)￿jing of curreni Twtmeni and cayc qMiort%, 10 enhance iheir referral PTa¢iiee And
8¢lf.awar¢ne&8 ofth¢ir pwfessionaj p￿1¢¢.
The pro8r8mme is built upon m¢mF*rn' learning n*1s &8e¥i(knth1 by del¢8ate fe£dba¢k. c￿11 ¢vaJu*ion. lialAon
wilh 8￿k¢[s. consulianix at)d Dih¢r ￿1¢￿￿￿( prof¢%8ional%, 8ThJ Ihe summojifed Ou￿on￿5 of appraisals. Frequently
dcvcloKKd in ¢o11oborniioTr Wilh (*hereducatitsno1 Pro￿derS Ihe events 8Te delivered in # variciy of formals includin8
onltnc delivery vio wehinats. ai different lim&% of the ai venues arouNI BGPF.Rf$ 8eographic41 patch. arhd
d￿l¥Ded 10 ¢n¢ourth8e refi￿alw£ prn¢uee.
In addition to providin8 accc$$ to ¢opi¢s of SF¢•kers' Ff8aJWiOnS the BGPERT wet*i* points ftKmben to other
eduuiionaj And iDfomMiion resou￿¢&
BGPF.RT actively liais&$ with oiher F.PO% and t￿l￿￿1•nal Providern, and thiiiies relevani 10 BGPERT'S purp08e. e.8.,
loc&1 Clinical Commissioning Groups. ComTnunÈiy Educ41ion PTovideT Nawork5. ￿her healih care prowd¢TS. e.8..
Slrtsna, BEMS aThJ other proftssions relevant TO he41th and well l*ng. e.g.. wlic4 ￿cOhOl and drug abuse Serwces,
¢ial fft.
l of BGPERT'S a￿1￿711¢$ quajily as￿1￿￿ thmu8h ￿l¥t p•rtiOWion in the apptopii•* kvem School ofPrim￿Y
.&re'% pr(Ku%¥e%.
The main acli¥ities during iheywthfurtherthe ¢+lortty'¥pwpos¢for th¢publi¢ b¢N¢fv
By ￿lping io ¢nsuTV CrPs and othcT ryfTnbcr8 of thc priTnary care workforc¢ UTC profe￿lOnallY up io date and self-awzre
8boui their pr8Cli￿, IIGPLIiT 8 iignific8ni ml¢ ih ¢nahlin8 G14 to d¢liv¢r th¢ be51 IT¢￿Tr￿n1 and carc opiions f(
their palients. This help8 ensllT¢ value for nN)ney on of NHS.
The tru%lccs have had TeBard to the Charity Commi&8ion'$ 8uidance on public tr￿￿ri1 in managing the xtiVi¢i¢8 of the
harity.

BATH GENERAL PRAcfIcE EDUCATION AND RFSEARCH TRUST
Trnstees, Annua] Report for the year ended 31 March 2023
The main achievements and perforn)ance of the charity during the year
BGPERT$ main achkevetmits *¢re *s follows.
37 hybrid ttKctings {17 fxe io face and 20 TAY)n%} in 2￿2212023.
AiTning to run on a bTe4k-even btsi5.
De]i¥erin8 the above prngram￿ in &c￿effe￿Ive manner. keepin8 nknhip feeffj unch8nryt since 2012. through
effeeiive co$i-t)W28ement and a su¢£essfvl 8tA)nsorship appli￿10￿ progr
Thi$ financiaj yw Saw us comin8 Qljt of Ihe of thc Covid 19 pandemic. (hjr xtiWLie5 and proviqion of
¢du￿110n evenis have shar￿d and evolved over the l&si couple ofye4TS. wilh a hybrid mthl of delivery adopied.
through online and face-trpfatr eveTrts. This allowed nexibiliiy. vari&y, ar¥J convenience for or8ani8ers. speakers
8nd d¢l¢gai&m¢mb¢rs. M¢mb¢rship lev¢l$ and ThWit18 $p)nsor support have he•ithi¢r thaD lasr yur. prowding
more incuTne and finan¢iaJ security. Fe*Jba¢k from ￿mbets mnain$ wholly posiliv< and we have usetl thi%. alongside
review of irends, upjates And relevani publi¢aiioii$ to continually *¢ and refine wr pro8rnmme io ensure delivery of
Televant and up to date education for OUT rwthrs. No ¢on<grns have rnised either by m¢M￿r%. or hy our
TnLSte¢s re ih¢ runnirt8 of ihe ¢hariiy And provision ofhi8h quaiiiy educ￿10￿ oprM)rtunili¢s. We will Continue io dT#W
on experience I￿1 feedb*k 10 8uide OPL￿￿SatiOTr of thjr accouThL8, fin8nci81 suMainabiliLy and acti￿lY profil¢.
The diff¢r¢rt¢¢ the ¢hority $p¢rfornaM¢¢duriMg Ih¢y¢or kns Mdd¢ to Ihe beN¢Jlclorl¢sollh¢ ¢haAty
A% ouilined obov¢, BGPERT helped its ￿Mbern and otl*r Wih professionals mainrnit) their prof￿10n￿l
knuwled8e and skills. and profession￿ s¢lf.awaterw. compl¢ff¢nLin8 ihe other ￿￿CationAl opwJrtuniti¢s open ¢0 GPS.
e.g.. on-line learning and readin8.
The de¥re¢ io whi¢h the a¢hi¢vem¢nts aMdp¢rfornw•¢4 dwthg th¢y¢4r have￿n¢￿ed widerso¢ie
Society. in¢ludin8 the txonomy hm benefittuj fn)m having￿ up ￿ dat< atyj the￿fore *KJre etyettive, primiry cole
workforce.
Struetureg governance and management of the eharity
rh¢ methods 11s¢dts r¢¢Th￿ aNdappo￿l n¢w chorily
A% 8CI Out in Ihc Dccl8ration of Ttusl. rt*m￿r%bip of TnJsiw% is defined only in tem￿ of a miniumm of four pcrsons.
Given Ihe role of Ihe Tw$¢ to advatKe and pwmote continuing medical th¢ation forGe￿ra1 Praciiiioncrs in ihe Bath
clinicBI &re4, Tr￿[￿￿5h1p h&% 50ughi to includc P￿ls1n8 GPS. their ￿￿lat¢s. trairKes eic from rn the area.
Financial review
The charity'sfiftumcialpoiilion ￿¢he endoJiheyeereNded3J March 2023
The r1n8nci￿ position ofihe charily ai 11 March 2023 and ¢ompMiv¢s frK th¢ prior￿ty1. ￿ mrc fully detailed in
the accounts. can be summarised ss follows:.
21122
Net income
7.1Y)I
3.904
Unrestrictcd Revenue Funds avatlable forthe
general purw>5C5 ofihe chariiy
115,836
108,765
Tol41 Fund¥
115.856
108,765

BATH GENERAL PRAcficE EDUCATION AND RKSEARCH TRUST
Trustee5' Annual Report for the year ended 31 March 2023
Flndnctdlreview oltheposilitsn al rfje r¢porfiRg dale, 31 2033
Thc trusm considcr thE financial rKrfornwKc by the chariry during year w have sar15f￿0ry.
sp￿lfIC changes in fixed ￿5¢1$ detail￿ ith the rKrt¢$ 10 the x¢(pJnts.
Polici¢5 011 reJerves
BGPERT'¥ w)licy. disaLssfyI annuajly # a of the tnw¢¢s. is LO njn the chariiy on a break ev¢n blsis with
r¢s¢rves wtriciet)I ￿ tvet its minimum obli8ations for appmxim*ly one JY4r.
Avalloblllty dnd ddéquaey oJerteh
The trt)ard of is ￿1]Sfi￿ th￿ the cbariiys asw in exh fvnd available and *qua* io thlfil ILS obligations
in respeci of each fund.
Details of The IndependeDt Exarnlner
Dione Ili¢ks
Member of Ihe ICAF,W
107 P¢nn Hill Rogd
Llath
BAI 3RU
Statement of Trustees, Responslbllliles
The charity's trus￿￿ ate rwonsible for the prepgmion ofthe in *eordatKe wilh the of the Charities
Aci 20118nd ihe Chariiies (Accounts and Rep)nsl Regu181ions 2(X)8. Nolwths￿ndinB the explicit rwuiTemeni in the
exwii siaiuiory regulaiiotL5.Ihe Chariiies IAccoutLts ar￿ Reports} Rcgulaiion5 2(M)8. 10 prtPaTe the financial swmJt5
in accordance with Ihe SORP 2fy)S. in view of it￿ fxi the SORP 2(￿3 hjs be*) witlKiTawD, the Th1%¢￿.
dc¢cTTnined 10 iDtCTprei rhi5 re5wn5ibilily ￿ Tryuiring thcm ¢0 follow o]¥y¢ni be￿ pr￿1¢¢ and PTcpaTC thc accounis
according lo the FIIS 102 SORP ISthien*nl of Recomn*JMltyJ P￿1¢¢ for A¢¢wniin8 and Rcporting by Charitic81
2015. las a￿*[1ded by IhL Bullcun issued in (X1ober 2018 aTKI applithle w all xcoun¢ing period5 kginning on or aA¥r
Isi J&nuaTy 20191. (The SORPI,-
In paniculaT. charity law requiTes ihe Thstee5, ifihey prepaTE ￿0￿￿ts on 8￿r￿al$ basi5, 10 PTepaTe financial
$talcn*nL% for ¢o¢h fin•r)¢ial )tar whi¢h give o ond fair view of the stai¢ of affairs of the chorily at ihe end of the
rinancial yeAr rtnd of the sury)lus or d¢fi¢ii of the ch*iiy. In wirin8 those fin8tKi81 st8tet)Mt$ the Tn]Mtts are
Tequiral 10 :.
. to pware the in acc¢)rdanc¢ wth United Kingdom (kwajly Accept&J
A¢¢ouniing Pra¢tiit (Unl￿d Kingdom Accounting StaTwJards and applithlc lawl.
- select 5uiiable accouniing policies and apply them eonsisiendy:
- make Judge￿￿nts and emimaies are re&%onable and prndeni:
- prepare the finanthal sthiel￿¢S on ihe 80inE eoncern bL8is unles8 it is inappmpriatr
to p￿uTne that the charity will continue in I￿51
s(aie whether applicable accouthting 5tandard5 a[￿ stat¢n￿ts of
OmJTMdcd pracrice have followed. subject 10 any nmerial
parturts disc108•J and explainèj in the financial staten*tkts:

BATH GENERAL PRACTICE EDUCATtON AND RESEARCH TRUST
Trustees. Annual Report for the year ended 31 March 2023
The law requires that the trUS￿S musi not approve the accounts uthless Ihey are Saiisfied th￿ they give • trlle ond fair
view of ihe state of affaits of tht charity ayxl ofthe sU￿]uS OT deficii ofthe charity for the yeaT.
The Trjstees are also responsible for maintsining *lequate ￿thIn11n8 reeords whieh disclose wilh rea￿nable accuracy
ai any lin￿ Ihe financia] [￿SitiOn of ¢h¢ charity and which are sufficieni 10 show and explain Ihe chariiy's ￿ansac[lOn5
and enable ihem io enwre thai the flnancial 5weJr*nis comply with regul￿10￿$ under the Chariiics Aci 2011.
They are aJ50 rE5p)nsibl¢ for safeguarding the 4s5cts of the charity aThJ heKe for takin8 Tr45onablc 5W5 for the
prevention and detrciion of frdud and iTrcBulariiies.
Th¢ Trust￿8 olso redSP)n%ibl¢ for the conthnts ofihc Twiw, re￿1. aNI the swuiory ffwnsibiliry of the
Indep¢nd¢nt Exajyuncr in r¢laiion to Ihc Trnstets. tW)rt is limitd to examinin8 the report and ensuring that. on the
face ofihe report. there ue no maieriai inconsis*nci&s wth the fJRures disclo￿j in ih¢ fmants￿ $¢a*n%nts.
Thi5 Tew>rt w approved by the board of on 9 NoveTr*¢r 2023.
J Ward
Tru$ie¢

BA TH GENERAL PRAcficE EDUCATION AND RLSEARCH TRUST
Report ofthe kndepettdtnt Examkntr to theTr￿SI￿s ofthe charity on the aecowits for theyear ended 31 March 2011
I r￿￿ 10 IheTrusitt8 on my examinati￿ Of￿ rir*ncial S￿en￿ts d the chgrity on pages 8 w 17 forthe ended 31
M￿Ch 2023 which have iwj PTepored in accth with thEC7wiiics Act 2011 (the Acll and with thE Financial Rewtinx
Siand9rd 102. Icfftclivc Is¢ January 20161 LO I￿¢1 thc ￿¢￿S (rfunincwted (Yganisau(M5, Jwiified by FRS 102
SORP (Slaler￿( of Recomnwnded Practic¢ for A¢couniing and Rerthing by ChatJty¢sl 2015. 185 amended by the Bulletin
issued in October 2018 and a4)pl¢¢able to all accwDtsTh8 ￿￿n￿Ling on ￿ ar￿ IsLJanuary 20191. (rh¢ SORP),
publi5hcd by th¢ Charily Commi$sic4) in fthgjand & Waks ICCF.Wl, and under the hI￿￿ClI cost ￿￿¥¢I￿lSon and
aceouniing policies sei OJI on page 10.
RupKtlve reS￿￿bIlItIeS ol the Trustvs the lttdeptndthi Ex#thlntr abd the oftht rtp¢)rt
Ai d4%ribcd on pagc 4, yw. the chtrity'sTrustees.aTe rt4xm8ible fu clthe financial in a￿dance
with the Chanlie8 A¢1 2011 ind 811 (Ahtt 8pplicable18w and with United Kingdom Genen]ly Acceyed A¢￿￿nUn8 Practice,
licable LO 5ttdlct tllLLlies. and for bein8 sar1sf￿ that the fina￿181 8i¥e a and fait ￿ew.
The Trulteets con%ideT thai the audit Twuirenxni rffj 144(1} of thc ChBriiits Act 2011 lth Act) dtt6 noi apply. and thai
th¢re 1$ no r¢quiremeni tn the Go¥emin8 ftr ¢￿d￿Clin8 ofan 8udir. As a ¢￿￿llen￿ have elected
tha¢ Ibe fina￿1￿] SW¢TWU be subj￿¢ to ex•thiMii¢M.
Havin8 saiisfied myself that ¢he fir￿￿01 are no¢ rcquired ￿ bc un¢kr any legal provisir￿. w rAherwise, and
Bre e]igible for indeF¢ndeni examina11￿. it is my Te4wibiliiy io'.-
al examine Ihe financi￿ 81alt4)Xn￿ Of￿ chan'iy und&- ￿tiOn 145 dthe Aa:
bl follow the applicable ryrKedvres in the D￿￿110￿S givem by thechuiiy CC￿14$1c￿ undetsxthN 145151(bl of the Aci.
B￿1$ of IndepeDdeni Ey•mlnEf'5 S¢•temeDi rfwork undertyk¢
l Yetxrt in respeci of my examinati￿ of the charity's finarrial li￿t￿￿ts carried s141 of the A¢1. In urryTm8 my
t￿￿t￿￿tion. I have followed xll Ehe *ppli¢abl¢ DiTttliO￿ 8iV*h by El* ChkniyCommr$*Eon undtr S￿li0n 145111(bl ol Ihe A¢1
$#iing ou¢ Ihe duli¢s of ￿ indEF*thnl ex4miner in rel￿10￿ 10 th¢¢md￿l1ng0f th indEFeJKleni exaTnin8¢i¢￿. An indcpendeni
examina¢ion include5 a Teview of Ihe accounitn8 Te¢crth kty by the chariiy and c4 the acC￿nting Systems employgj by the
¢h&rily ind a compari4<m of the financial st¥ieft*nis wesentsj with those li 8150 includts consideraiion of any unuyual
it¢ms (K di5rlosures In th¢ finanri•l 5txt¢n*nts. and seeking explinorions jy￿. as ron¢ernins 5uth maiicr&. T
purFKX of Ihc ciamination 15 10 establish as f￿ a5 twiblc thai have bccn Dobruch¢5 of charsiy le8islaiion and thai. on
tes1 basis ofevidw ￿ley•￿t awKwnis 4TrJdixlc•Jr¢s the sW¢Wts c(wly with the SORP.
The procedures undertsken do wovth all the eviden(t thai would be r4uiT•J in an audil. lThfthm￿iUll supplid by the
Trustte8 in the of the exI￿natI1￿7 i$ $ubie£bJ to audit *Sts ryth4Uirits and n(Arovcr all thc tn&t¢cr5 thal In
audJi(K W￿ld con%idcr In #rriving at an q)iniM. Tr plknhing and L¥Mhdw of art *LKlir 8(*$ beyond the limitsj aswrance Ihai
an ind¢p¢nd¢ni examinaiiun can w¥ide
Consequcnily. I do not express audil qJIrti￿ on view 8iven by the fiftantial stalunthis. Ind in pmicyl•r, I cxprus no
Op1￿1￿ lo whcihu Ehc finllnaal slye a m]e VKW rfthe affatry of th¢ thwiry, and my TW 1$ limi*d
Ihe mdier% set out in tt* %talen*nt below.
I plannLyJ and my examinatiixi so&8 tOBAlisfy myself that th¢ rt*jttti¥e4 of the ihdwdcni cuminati4)n 4rc ￿hley
And before fI￿lis)￿sthe rttKKt l obthined wriittrt wur•Tr¢¢s fTtyn ¢IETnlSt￿ of ma¢*Th.
IndE￿ident Exllminer's Report OpiDIo
Subj¢ci w thc limi¢aiions up)n thc sc(pilmy wirk as daail)J I havecLryietsJ my examina￿￿.. 8rtd can cortfim)
This its a rerth in rtsrttt of an ¢Xamin¥l￿ ¢arrieJ 145 rfihe Aci in xeordance with Dut¢li()ns given by the
Charity Cotnmtk%ioTr un¢kr seaiw 14.Y5llbl ofthc Aa which m8y be awli¢4ble:
and Ihai no T￿al￿al rnallets have coThE to myattention in with the uaTnin4irn giving me cause 10 klievc thal in
any Jnatetjal rLsryt.'.
accouDtin8 reethds wtte kw ID reA￿t d the C1￿￿ty ￿ Trquired by with secu.￿ IK) rfThe aJarititt% Act 2011:
r¢nanual statements do nc4 wth

BATH GENERAL PRACTICE EDUCATION AND RFSEARCH TRUST
the financiB] slaicn￿This do cthwly with a[vI￿le NUiTEn￿tsc￿￿￿Tr]Trgthef(Th and c(rfJieni of ?￿nts S￿ out
in the Chariiies (Accwnts and Rerthsl Regulaiio]Ls 2m8 (MhEf th3n any TequiremenL that the accwnts ￿Vea.￿Ue and fairf
view. which is Nt a mailer tonsiderd part ofln iwcnt examiDatim:
have nat been ￿ep￿red in accwtance with th t7*hods and princtple5 sel aji in the FR8 102 SORP {sts[a￿￿t of
Re¢ommcnded Pra¢iic¢ foT Accounljii8 a￿j RetthiTr8 by CThariiiesl 2015. las arkxnded by the Bulldin in Otwkr
2018 and aA)lic*blt toall acwintills Frrri¢Jts bc8Jnnin8im or aftcf 1st janu￿ 20191. (Tr SORP).
I h&Y¢ no concerns and have come *LT(tss mailer5 in conned1r￿ with wh'th ￿tentiots should be
drawn in this rewKt in rxdtr io*wbl¢ &EYwundu51anding ofthc financial to beTethJ.
s￿e￿...
D L£
Dione Hicks. IndeFendent ExamiN¥
Chartered ACC￿jnI1D¢s
107 PEnn Hjll Roxd
BAth
BAI 3RU
This rcpLKt was signed rffi 9 Novetth 2023

BATH GENERAL PRACTICE EDUCATION AND RESEARCH TRUST- Statement of Finaneial
A¢tiYities for the year ended 31 March 2023
Statemenl of FinancialAcÉivitifsfor theyear ended 31 March 2023
SORP
CuryeTrtyur
Currtni y¢4r
Totsi
Prior Year
FUTr
Finds
2023
Income & Endowmtnts from:
ch￿1￿&ble acti￿]CleS
Inwesiments
A2
A4
I(AS.191
964
106,191
84.239
716
Total Intrthe
I￿,155
107.155
84.955
FApethdlttsrt oth:
ChAnt8bie aelivlileg
B2
81,051
Tgt*l ¢xp¢ndllur¢
I￿.004
I1￿.064
81,051
Ntt Incomt for tht yur
7.091
7091
3904
Ntl IncomE after tr￿￿TerS
A-B-C
7.091
7ml
3,9LNI
Ntl movtmtnt In fund¥
7ml
7.09J
1904
Rt£0￿1]lIt1On rf funds:.
Total ￿ndS brou%ht forw•rd
108.765
10&765
104,861
Totsl ￿ndS earrjed for%Tard
115J56
115056
Thc'SURP Rcf indicAIt4J ahTrve is Ihe ¢lassifi¢aiion of iJwr¢ in thc fcfmal SORPthumenL*. As rquired byparaBraph
4.f4)of the SORP. the brought forward and c￿ricd fmvard funth abm hANt beeth to ttr* Bo14rKc SI￿.
A srparaie SiateJnERi of Total Rxo8nixd Gains and rKJl Jwuirtil ￿ thi$ irKlu&s all rtto8nised yins
All the wor y¢artrAnwtions wcre umestric￿l itr4n6. aThl M furtkn *MIysi$ is T¢wir¢d
All a¢tiWilies den.ve frDm continwn8 ff¢raiion5
The notes 8t¢Ached pages 10 to 17 form gn iniegrnl p•rf of these aeeount&

BATH GENERAL PRAcficE EDUCATION AND RFSEARCH TRUST - Balance Sheet as
at 31 March 2023
SORP
N￿e Ref
2ffj
21122
Flxed assets
Tangible a55¢ts
8 A2
883
Currtnl
DcbtOT5
9 B2
730
2,657
127.478
Ca8h at bank and in hand
134.522
Total current 85Se
130,135
Cr¢dltor8: amounts I￿11￿8 due wlthln one
year
10 ci
120.WI
122,253)
Net Current a&sets
IlS.166
107,882
The totsl net of the charlty
108,76J
The totsl nei assets of the charlty are fuThled by tht ofthe db•rfty. ￿ foljows:.
Re5trlcted funds
Unrestrlcted Funds
Unrtstrithed Revet)ue Fund$
14 D3
115.856
108.765
115.856
108,765
Dul8ngted Fund$
Total ch8rlty funds
108,76S
The'SORP Ref Indi￿*4 abov¢ 1$ the ¢lassifica¢ion of Balon¢e Shed items as sei oiil in ihe forn￿] SORP d(Kuments. As
reouired by pajagraph 4.60 of the SORP. the brought forward and carried forw&rf funds atrrt)ve have kn agrced io thc
I￿e TrllSt￿ acknowledBe their rest￿nSIbl]it1es complying with the r4uiren*nts Of¢h￿ilY le8jslats.on with respect 10
accountin8 record5 and (he preparation of Kcounts.
The chariiy Is subjea 10 Inthpendent Examinabon uTrJer charity kgis]ation. and th¢ rel￿ of the Intsndtyjt Examiner 1$
on page 7.
The TTU%k&5 are 5aiisfied thai, althou8h the charity 18 Tegistered undcr Comp3nits Acts. if il w¢ie so registeTEd, it
would ￿ cli8ible 10 PrCPa￿ accounts in ￿ance with the wovi$iTh￿ in Part 15 ofth¢ Companie5 Act 2(Th. applicable to
companies subject w (hc sma]I comp8nics re8ime.
J Ward
Approved by the board ofrns￿es 0th 9 NoveTk**t 21)23
The attached on pages 10 to 17 fonn an inteET81 parl o(the* gCCOUnt<

BATH GENERAL PRAcficE EDUCATION AND RKSEARCH TRUST
Notes to the Accounts for the year ended 31 March 2023
l AccoDnting polici
Policies reloiing ¢0 ihepn￿￿cl10n ofthe wcow
B4515 of pr¢par4tivn a￿j accounling CODveDtioD
The accounis havc prcpared on the accruals basi& undtr ¢he hi$￿T￿l costconveniion. aT¥J in accordance with thE
Financial Reporting Standard 102. leffe¢tiv¢ 19 Janu8ry 2016) •nd'FRS 102 SORP lsratrrrKni of RttomrKnded Practice for
Accouniing and R¢ponin8 by ChaTi¢iesl 2015. {&8 aTr*nded by the Bullctin i55ucd in (￿ober 2018 and appltcable to all
accountin8 ￿￿{￿1* ￿￿'nnIng on or after Isi January 2019). {Thc SORPI. publishcd by Ihe Charity Commission in Enwand &
WalL8 ICCF,Wl. ¢ff¢t¢iv¢ JHnuary 2016.. and in accordancc wilh all applicable law in Ihe charity's jurisdirliun or
regisirdlion. except ihai th¢ Charity h8% prepattd fiDarKio1 in Kcordance with ihe FRS 102 SORP Istaiemeni of
Recommended Praciiee for Accountin8 and Reporting by Ch8rilie$l 2015. {as rnded by the Bulleun i&sued in (ktober
2018 and applicable to acc￿n11n8 Fri(xls bewnnit)8 on or after I$T janu￿ 20191. (The SORP). in prefcTence 10 the
previous SORP. Ihe SORP 2(K13, which ha$ t*¢n vriihjrawn. notwithsthnding the faci thai Ihe exthni staDJIOry Te8ulations, the
Charitie5 (Accounts and Reponsl Re8ula¢ions rtfeiexplicitly io the SORP 2CI)5. This has been don¢ ¢0 accord with
curr¢ni k81 p￿tire.
Goln8 CowerD
Under 3.38 and 10 comply with 3.14. if it*re aTe no uKcrtainiio% abo￿ 80in8 thi$ Musf be stthted. Urth 3.39, if
¢h¢r¢ or¢ uncertAin¢ies ddiils musi ￿ Biven. Entrrtext Ixre 10 conyly
Sugge&ed n¢)rnMI texi IwhiiKh require TnrxJifi¢aDon io the tir￿M8￿￿)...
The charitable act1￿[1¢& u¢ ¢niir¢Jyd¢wdeni M continuing grnnt aid thd volunthry donaiion8 as well as tswlin8 revenues.
A.8 a COTh￿quencE. Ihe Boing concern b&8is is depend¢ni on ihc flow of thttqe uneerrAin funding sircams. Ac¢ordin8]y.
thc TrUSic￿ h8ve ob12ined foree&81$ and, ofter reviewing th¢ financial fore¢&M$ for future periojs 10 31 Mar¢h 2021. Ihe
TrU$1c￿ arc satisfied that. ai the Linx of8pprovii)8 the fi￿￿141 118rements. ii li appropriate to adopi the 80in8 ¢on¢¢rn
b&si5 in preparin8 the finan¢i81 (Thherthn mallers. Ihe Trus￿￿ are nor aware of any ma*rial uncertainites
aboui thc charity's Ability ¢0 ¢onunue ￿ a going ¢orKern.
Rtskl future &￿uMPI10￿
The charity 1$ a publie benefit ¢niily.
Policies relaiing lo cdlegories of in¢omE dnd incom• r¢¢o¥nilion
Memher*hlp suh¥rriptioM
The in¢()me and any associated thft Aid QT ￿her lax Tcfund from a w*rrthnhip subscription rec¢ival by the ¢haAty in the
nature of a gift. 1$ accountcd for on ihc same basis as a don*ion.
The in¢tsme fTom a ￿￿mEErshIp subscription rettiv&l by the ¢hwiiy wh•e th¢ wbxriNion purehape& the righi to Rervi¢ai or
benefits is recogni5ed 85 irv)w* from charitsble ￿1ville4.
Policies relating to expenditilre on goods and services pmvided ¢0 the charity
Retognltlort ofii#tdlltles and tA￿￿111￿re
A liability. and the relai&l ex￿ndity￿. IS ￿(08￿15¢d when a legal Lreon5tNcrive obli8atLOt) ¢XjSts a5 a rfsuli of a pasi eveni.
pnd whcn ii is more likely than not thai 8 tm5feT of ￿0nD[￿C btmefits will Tequir&l in sett]¢twJi. and when the a[￿U￿t of
the obligation can bc tnca5ured or reliably estimèied.
Liabiliiie5 arising from future futidtn8 commilEIMts constTuaive Obli￿10￿& in¢lllding performarxe related grants.
where Ihe liming OT the amouni of the fviure eipethjiture Twuired io seit]e the obliwon are unccrtafrn. give rise to a
provision in the accounts, whith is te￿¢We0 #i Ibe accouniing year end. The provision 15 increa5cd io Tefleci any in
liabiltties. and is decreayd by the uulisallon of any prowsion wthin the wi(Ml and rcvcrscd if any PTf)vi%ion 1% no longer
Tequired. These movements we Charged OT Credited 10 the r&wtive fiLThts and *tivitia% io which the PTovision rdales.

BATH GENEIL4L PRACTICE EDUCATION AND RESEARCH TRUST
Notes to the Accounts for the year ended 31 March 2023
PolK*s relaling ID asstts. liabililies andpnwisions and other mou¢r5
Tllngibiefited ¢vsets
Tangiblc ljxed are TKasurcd ai their original cost valu& (K subse4u¢nl revaju￿10Th. or if donaled. as described obove.
Co$1 valuc includcs all co%ts expended in brin8in8 iht a8Sd into its in¢end￿ w)rkiDg condition.
Depreciation has been provid&1 ai the followÈng Mes in order to write off the &ss¢ts ¢0 their anlicipa*d re5￿Ul[ valu¢ over
their estimated useful lives.
Fixture5 and fittin85
Cornputer eqUip￿￿nt
Equipmeni
25 * reduciD8 bdjancc
25 % t&lucin8 ￿*r
Debtor$ are nK4surtd at th¢iT T￿O¥erable am(yjT￿ at the bal8n(t Sh￿ da*.
FIDand81 Instrun￿ts In¢ludlng cash 8TrJ bank bwlances
CL8h held by the Charity 1% included ai the amouni ￿Ul1]Y h¢ld and couth¢ed yeu e￿d. B8nk bai8rK¢s, wheiher In credit
or overdrawn, are S￿)wn Ai Ihc aTrff)unis properly reconcil)J 10 the bartk stht¢nMts.
A¢¢ountln8
UnTetstrict¢d fund% are ivaillble for usc at ihe diyn¢4ion of tsitsttes in fvrthrwarte of the gcneral objtttlv￿ of the charity.
Ther¢ are no designated fiJtKI5.
Th¢re are no re5tTicred fund5.
There are no endowmen¢ fund$.
2 UAblllty to tox#tlon
The TJui¢¢u L0115idcr that the charity 5aiisfies the w se¢ Qui in Parwdph I Schedule 6 of the Finance Act 2010 for UK
corwra¢itsn lai purp05e5. Accordsn8iy. the Chariiy is Fx)*ntially exerry from (axation in re8Fta of itKorr% or capital 8ains
rx¢iv¢d within catCBorics cove￿4 by chapter I part 1 l of Ihc cor￿￿10￿ Aci 2010 or Sethioo 256 of the Tax81ion ol
Char8eable G#in$ Arl 1992, 10 Ihc cxicni thai such or glin* aTf applied exclusivdy on ihe 5pxific charithble
objects of th¢ charity and for no oihcr pu￿Se. Value Added Tax 1$ n(# y#Ow￿bIt by the charity. ond i$ thereforc includcd
in the relevant co$¢$ in the StaleTr*ni of Finanaal ActiViti&8.
3 Wlndln% up or diswlution of the charity
If upon winding up ur disgolution of the charity Ihert rewoin any 8tler the sati8f￿li0n of ail debts and IiAbiliiie%. the
3s8eLs T￿￿lented by Ihc accumulated fund shall be tr#nsfcrred to some ￿her eharitable lJ(Mly or iKdies having similar <)bjeLL¥
to the ch￿IlY.
4 Slgnlficance of flnY4ncial I￿￿ruments to the tharity's position
There are no si8nifi¢on¢ impli￿10￿ of fLnaKial inst[un￿ts to the clwity5 iy)sition.
S Net surplus betore tax ltt the fin4ncial year
21122
The net 5UTplus before lax in the finatti41 ycar is statrd aftwcWing.'-
Depretiation of owned fixed 8&*ets
250
No employees received enN>luments l¢xcluding rKnsion costs) Én ex¢&88 of £60XLX) per anttum.

BATH GENERAL PRACTICE EDUCATION AND RESEARCH TRUST
Notes to the Accounts for the year ended 31 March 2023
6 Remuneration paY￿￿￿ts to Trustees and persons connected with them
No tTU5tees or ￿T80[￿s connected Iwth them LECei￿￿ any remu]W*ion from the ¢hatity. or any related cntiry.
7 Deferred incon￿. Unrestrleted And Deslgnated fiumis
C¥trertl Y¢4r
Deferrtd
from prior Itss released
loytAr
year end
ye4rs
Svndry i¢¢ms undu £l(K
7,450
.250}
3.810
4.010
Total
7.450
17,2501
3,810
4,010
20
2022
These deferra]8 are Intluded In tredltor5
4.010
7.450
Prior Y¢or
(￿1￿$
Recel¥•l
l¢# relewd
In yur
l)tfvred
•t year end
trom prlor
yesrs
Sundry i¢¢ms under £lC(
4,920
14.9201
7.450
7,4.10
Toial
4,920
14,9201
7,450
7,450
2022
2021
These deferr8]8 Are Included In ¢redltors
7.450
4.920
8 Tttnglble flxed &vets
IATrJ 8Th1
BuSldinAs
Plant &
Machinery
Motor
Vthlelts
Tntsl
Ciksl
AI l April 2022
At 31 March 2011
13Jg)
13J90
DepreclalEon
At I April 2022
Charge for th¢ yeAr
12507
193
12.507
193
At 31 March 21123
12,70
1171MI
Net b(KJk value
At 31 March 2023
6XI
690
At 31 March 2022
883
12

BATH C.ENERAL PRACTICE EDUCATION AND RLSEARCH TRUST
Notes to the Aeeounts for the y￿r ended 31 Mareh 2023
9 Debtors
21122
Tr￿¢ debtors
730
2.019
638
PrepaymenL% and ¥cnTh1 incon
730
2057
10 Crditors: aDM>unts falling due within one year
2023
2022
Trth CTedilor5
Accnjals
Dcferrcd Incorr*- Unrr5triaed & (k5ign*ed fiuth
5.220
10.856
4,010
6,908
7.895
7.450
20,t186
22353
11 income •nd Exp¢ndlture account summary
21122
Al l Aprll 2022
Surplus aftcr lax for th¢ >r4r
108.765
7.091
104.861
3,904
At 31 MAr¢h 2023
115.856
108,765
12 No related party transactlo
There were no rElated party trRnsKtions durin8 the )t4r.
13 Partlcul&rs of how partlcular funds are represented by *ssets and 11gbllltles
At 31 MAr¢h 21123
U•rr%trbr*d Dt41ywthd
ThL
Rutrftted
Total
bj
Funds
l angible I'ixed A55e4S
Current A8sets
6(A)
135.252
120.0861
I35,￿2
120,0861
Current Liabili¢ies
115,856
115,856
At l Aprll 2022
RtJiTlct•J
Total
Funds
T3ngihle bixcd A%scts
CUr￿n1 Asse(5
130,135
{22,253)
1311,135
122,2531
Current tiabilili¢s
1118.765
11ffj,765
13

BATH GENERAL PRACTICE EDUCATION AND RESEARCH TRUST
Notes to the Accounts for the year ended 31 March 2023
14 Change in total funds over the year ￿ shown ID Nots l3. an4ly*d by individual funds
bro¥tbl Moyerwlli I
Tr•thsfers
rotwAtd fyom 21133 fut
Funds t&rrled
rorward to
2•22
in 2023
2024
Se¢ Nott 15
SeE Noteo
Urtrestncledand de$wNé¢edJMrtdJ.'.
UnreBtricod Revenu¢ Furyis
I{￿.765
7.091
115.856
Totsl unrestrlcted dtslgnated funth
108,765
7,091
115,856
Totsl ch8rlty
10%.76S
7,091
115.856
15 Analysls of nM)vements In fvnds over the year 08 Shown Srt Notr 14
Incon
G*ltt& &
Moven*ttt
In fundi
23
2023
UN4ry5lrict¢dandd•5i8n￿tdYYM￿...
UnT¢$iii¢¢¢d R¢v¢nue Funds
107.155
110).w)
7,091
I￿.155
1100.064)
7,(Wl
16 The purpose5 for whlch thc funds
unrei¢rlC￿aMd d¢$igAai¢dJ4rtds.'.
Thcse funds 8ft held for the n￿lIn8 the objectives of ¢hc rhariiy. and 10 provi(k
reserve5 for fuiuTe &ti¥ilies. And. Subje￿ to ¢h¥rity1¢8i51a¢ion. arc frcc froTn all
re51riciions on Iheir use.
UnTe51riucd Revenue FurKIs
DCSI8na￿d Revenue Funds
No wch funds are by thc (tharily.
Re5triciedfynd5.'.
Re$iri¢ted R¢vcmue FUT
No Such fuTrJs are helf by the Chatity.
17 Ultimate eontrolllng party
The charity 1$ llndet the control tsf its kg81
14

BATH GENERAL PRAcfIcE EDUCATION AND RESEARCH TRUST
Detailed analysis of ijworne and expendityre for the year ended 31 Marth 2023 as reqvired by the SORP 2015
Thil analysis is ¢14sssifvd by ¢OnV¢￿1￿￿￿7l nominuldtSClTPtiDns and by activity.
18 Income from charitsble activities- Tradi￿ AcliFities
Curreni yar Currettlyt￿ CurreDtyur
Restricltd
Total FuThJs
Funth
Prlor Yettr
Total funds
Fun
Pr5maTy Purp￿ 8nd anci118ry tT•Jlng
.Subscriptions
M¢ciin8 6ponsoTship
Accreditatson and course fees
74,.360
74J60
28,750
68.645
28.750
10.819
2252
2,252
2,685
SulisdL
HEE- COVID fur¥J
S29
819
Tthtal Prlmary pur￿￿ ind *n¢lll8ry
tradlnK
I1￿.191
106.191
84,239
19 T(btal Income from th8rltsble aCtI￿tI
Currtni yo*r
Unres¢rfef¢d
Fut
Corrnit yeAr
R¥irlcled
Funds
Cllrrtnt y¢4r
Toul Fllndl
Prlor Y￿r
Tot*S Funth
2023
2023
23
2022
TO￿ ineoThK from ¢horitabl¢ tr*lin8
1(kn.191
106.191
84.239
Totsl from eh8rltBble actlvltks A2
IlJ6.191
106,191
84339
20 Investment Income
Current ye*r
Unrestrlrted
Current yt&r
Restrlcted
CurrtDI yur
To￿] Vllnd8
PrlDr Year
Total
23
2fj23
2￿23
2022
Bank In￿reSt Re¢¢ivable
716
Tothl InveStn￿t I￿£￿me
A4
716
15

BATH GENERAL PRACTICE EDUCATION AND RLSEARCH TRUST
Detailed analysls of Income and exptnditurt for the year ended 31 Mllreb 2023 a5 required by the SORP 2015
21 Expendlture ott eh*rltable acti￿tieS- Direft spending
cur￿￿( ytsr
u￿reStricted
Currenl yefyr
Resiylt
Current ytmr
Tolal Funts
Prfor Y￿r
Total Funds
20
2023
2023
2022
Co-ordinators fe¢5
Course expenses
Honorarium
Sulisdoc expenses
HEE- COVID fund expens¢s
38,160
814
12.887
8.137
12087
8,137
791
7.750
717
829
Total direct spending
B2a
62,712
62,712
47,441
22 Support eosts for th#rltslAe actlwitles
CuTTtnt y¢•r
LDYtsfrS¢ttd
Cyrrtyi yeor
Curr¢nt Y￿br
ToiRI Funth
PTlor Year
Tollll FuDd¥
Futh
2023
2fj23
2￿2)
2022
Adminulrnlive overheads
BIRD rcnl and OV￿h¢&d$
AdTninistration ftes
Telcphone
Staiionery, priniin8 and posta8e
8ubscripiions
IT c05fS
B￿kkeeping
Sundry expenses
Indcmniiy and public liabiliiy
Website renewal
14.775
11.278
216
210
1.076
14,775
1162S
11661
222
ij
1,195
396
3,663
649
336
216
1,076
4,0211
729
729
336
1,920
Finuncwl cos1$
Bank chargcs
t)epreciaiion & Amortisaiion in total
104
193
104
193
103
Support tosts before r¢*lloc*tion
35,702
35,702
32.230
Total support costs
35.702
JS,702
32,230
Th¢ b￿15 of allocation of costs tr*iween ￿1vItieS ts de4criW unthT ac¢ounting polioe5
All the expenditure itt the prior year w&8 unre5tric*
Adminis¢rnlive Dverheads
The basis of allocation of costs Tr*twe￿ a¢tivitl¢$ 15 Ikxribed urKkr accountin8 ￿liCIeS
16

BATH GENERAL PRACTICE EDUCATION AND RKSEARCH TRUST
Detalled an4lysis of income and expendfits￿ for the year ended 31 Marth 2023 &8 required by the SORP 2015
23 Other Ex[￿d]I￿re. Governance costs
Curre￿Y¢•r Currentyur C*rt¢otye4r
Uunstricted Restrict￿ Total Funds
Fun
Fllnd8
Prlor YtAr
Totsl Fulld8
2•23
2022
Inde￿ndent EX￿ine￿$ fe¢s
Ih50
lJ80
Total Govern8n¢¢ costs
1ffj50
la80
24 Total Charltsble expendi¢ure
Curren¢ yur
LnrÈ4trfi¢t
FuThl$
Currtgi yeAr
Currtnl yeRr
Totsl Fun
Prlor Year
Tot#1
20
23
2023
2022
'rotal dLTeCt %pcndin8
Toial supEx)rt costs
Tolal Ciovernance costs
B2#
B2d
B2e
61712
.15.702
1.650
62,712
35,702
1ffj50
47A41
32.230
Tothl d￿ritsb1¢ 2x￿￿1¢Ure
B2
I￿,064
i￿,064
81,051
17