**REGISTERED CHARITY NUMBER: 1043345** Report of the Trustees and Unaudited Financial Statements for the Year Ended 31 March 2024 for Swindon GP Education Association PPS Chartered Accountants 29 Devizes Road Swindon Wiltshire SN1 4BG Swindon GP Education Association Contents of the Financial Statements for the Year Ended 31 March 2024 |||**Page**|| |---|---|---|---| |**Report of the Trustees**|1|to|2| |**Independent Examiner's Report**||3|| |**Statement of Financial Activities**||4|| |**Balance Sheet**||5|| |**Notes to the Financial Statements**|6|to|8| |**Detailed Statement of Financial Activities**||9|| Swindon GP Education Association ## Report of the Trustees for the Year Ended 31 March 2024 The trustees present their report with the financial statements of the charity for the year ended 31 March 2024. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019). ## **OBJECTIVES AND ACTIVITIES** ## **Objectives and aims** The Trust is established to relieve sickness and to preserve and protect the good health of the public by advancing the education and training of general practitioners in the Swindon area. The Trust aims to achieve this by: Bringing together in conference representatives of voluntary organisations, government departments, statutory authorities and individuals. Arranging and providing for, or joining in arranging and providing for, the holding of exhibitions, lectures, classes, seminars and training courses. Full membership of the Trust is open to all general medical practitioners working within the Swindon area either on full-time, part-time or locum basis, or retired, or any other interested person or such persons as organisations, whether corporate or unincorporated as the Executive Committee from time-to-time decides. ## **Public benefit** The Trust is well established to protect the good health of the public by advancing the education and training of General Practitioners working and training in the Swindon, Wiltshire and Cirencester area. In the academic year of these accounts 2023/24 Swindon GP Education Trust ran 41 events for its GP, GP trainee and allied members from the local healthcare community to support their education and training and ultimately benefit patient care. These educational events are usually a mix of workshops, lectures, interactive and case-based learning. The majority of events are held face to face to enable peer support and networking opportunities, with the addition of online evening events to boost attendance for those who may be unable to access daytime events. In addition, Swindon GP Education Trust has continued to host a regular term time GP Sessional group to provide peer group support and educational opportunities to this group of GPs in addition to the main programme. ## **ACHIEVEMENT AND PERFORMANCE** ## **Charitable activities** Swindon GP Education Trust continues to have a stable membership and runs an annual programme of educational activities mapped to the RCGP Curriculum to support local GPs, GP trainees and allied staff such as practice nurses, paramedics and pharmacists in their education, development and support. We continue to work with consultants from the local Great Western Hospital, and other organisations and charities to provide accessible, relevant and educationally valuable events for our membership. We have had multiple external guest speakers promoting a wider skill set and expertise. We remain responsive to our members by seeking ongoing feedback to help shape future course and programme development to meet GP learning and development needs. We are also actively involved in a regional group of similar educational charities where we share good practice and good ideas that may benefit our respective membership and ultimately benefit patient care. Our educational events also provide the opportunity for GPs to meet up for informal peer support and professional & educational networking, enhancing working relationships in the local healthcare community. Our website allows members access to handouts and resources securely online, plus browse educational events to peruse at a convenient and suitable time. The website also allows members to renew their membership and book onto courses which has had excellent feedback. Page 1 wiDdon GP Ed Cation soeiation Re ort ofthe Trustees for the Year End d 31 March 2024 FINA]YCIAL REVIEW Reserves policy All money raised by or on behalf of the Trust shatl be applied to further the objects of the Trust and for no other purpose, provided that nothing contained in the constitution shall prevent the payment in g(K)d faith of reasonable and proper remunerdtion to any ernployee of the Trust or the repayment of Thsonable OUt￿f-￿Cket expenses. Funds in deficit No funds a￿ in deficit. STRUCTURE, GOVERNANCE AND MANAGEMENT Governtng document The charity is controlled by its governing documenL a deed of t￿￿t and constitutes an unincorporated charity. Reeruitment and appointment of new trnstees Potential Trustees are recruited from locaI medical professionals and are elected by the executive committee. REFERENCE AND ADMIIYISTRATIVE DETAILS Registered Charity number 1043345 Principal address Office of General Practice The Academy. Great Western Hospilal Marlborough Road Swindon Wiltshire SN3 6BB Trustee$ Dr M B￿thrnan Dr W Wallage Dr M Matcha Dr M Bhambra Dr P M&son Independent Examiner I Willoughby PPS Chartered Accountants 29 Devizes Road Swindon Wiltshire SNI 4BG Approved by order of the board of trustees on .... and signed on its behalf by: Trusfre Page 2 Examiner's Rt Swindon GP Educatio rt to the Trustees of ci Independent examiner's report to the trustees of SwiDdon GP Education A550Ciation I re￿rt to the charity trustees on my examination of the accounts of Swindon GP Education Association (the T￿￿t} for the year ended 31 March 2024. Responsibilities and basis of report As the eharity trustees of the Trust you are res￿nsIble for the preparation of the accounts in a￿rdance with the requirements of the Charities Act 2011 ('the Act ). I report in respect of my examination of the Trusfs accounts wri￿1 out under Section 145 of the Act and in carrying out my examination I have followed all appli¢able Directions given by the Charity Cornmission under Section 145(5)(b) of the Act. Independent examiner's statement I have completed my exarnination. I confirm that no material matters have corne to my attention in connection with the ekqmination giving me cause to believe that in any malerial reSP￿t. aC￿U￿tIng records were not kept in respect of the Trt￿t &8 required by Section 130 of the ACL or the a￿OUnts do not accord with those records. or the accounts do not wmply with the applicable requirements concerning the forni and content of a￿Ollnts set out in the Charities (Accounts and Report5) Regulations 2008 other than any requirement that the accounts give a true and fair view which is not a matter considered a5 part of an independent examination. I have no concems and have come across no other matter5 in connection with the examination to which attention should be drawn in this rewrt in order to enable a proper understanding of the accounts to be reached. I Willoughby PPS Chartered Accounlants 29 Devizes Road Swindon Wiltshire SNI 4BG Date: ... Page 3 Swindon GP Education Association ## Statement of Financial Activities for the Year Ended 31 March 2024 |Unrestricted
Restricted
funds
funds
Notes
£
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
87,998
-
EXPENDITURE ON
Charitable activities
Education
99,560
-
NET INCOME/(EXPENDITURE)
(11,562)
-
RECONCILIATION OF FUNDS
Total funds brought forward
135,994
41,980
TOTAL FUNDS CARRIED FORWARD
124,432
41,980|31.3.24
Total
funds
£
87,998
99,560
(11,562)
177,974
166,412|31.3.23
Total
funds
£
56,138
58,708
(2,570)
180,544
177,974| |---|---|---| The notes form part of these financial statements Page 4 Education Association Balance Sheet l March 2024 31.3.24 Tots] funds 31.3.23 Total funds Unre5tTiCted funds Restricted funds Notes CURRENT ASSETS Debto Cash at bank 1.075 136J78 .075 178,358 1.050 189,101 41,980 137.453 41.980 179.433 190,151 CREDITORS Amounts falling due within one year (13.021) (13.021) (12,177) NET CURRENT ASSETS 124.432 41,980 166,412 177.974 TOTAL A&SETS LESS CURRE]Yr LIABILITIES 124,432 41,980 166,412 177.974 NET ASSETS 124.432 41.980 166.412 177,974 FUNDS Unrestricted fvnds Restricted funds 124.432 41,980 135,994 41,980 TOTAL FUNDS 166,412 177,974 The fin ncial .statements were approved by the Board of Trustees and authorised for issue . and were signed on its behalf by: on Trustee The note5 fonn part of these financial slaternents Page 5 Swindon GP Education Association ## Notes to the Financial Statements ## for the Year Ended 31 March 2024 ## 1. ACCOUNTING POLICIES ## Basis of preparing the financial statements The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention. ## Income All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably. ## Expenditure Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources. ## Taxation The charity is exempt from tax on its charitable activities. ## Fund accounting Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees. Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes. Further explanation of the nature and purpose of each fund is included in the notes to the financial statements. ## Hire purchase and leasing commitments Rentals paid under operating leases are charged to the Statement of Financial Activities on a straight line basis over the period of the lease. ## 2. TRUSTEES' REMUNERATION AND BENEFITS There were no trustees' remuneration or other benefits for the year ended 31 March 2024 nor for the year ended 31 March 2023. Trustees' expenses There were no trustees' expenses paid for the year ended 31 March 2024 nor for the year ended 31 March 2023. continued... Page 6 Swindon GP Education Association ## Notes to the Financial Statements - continued for the Year Ended 31 March 2024 |3.|DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR||||| |---|---|---|---|---|---| |||||31.3.24|31.3.23| |||||£|£| ||Prepayments and accrued income|||1,075|1,050| |4.|CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR||||| ||Other creditors|||31.3.24
£
13,021|31.3.23
£
12,177| |5.|MOVEMENT IN FUNDS||||| ||Unrestricted funds|At|1.4.23
£|Net
movement
in funds
£|At 31.3.24
£| ||Swindon GP Education Association||96,866|(25,204)|71,662| ||GPSTR Education||10,505|-|10,505| ||GP School||28,623|13,642|42,265| ||Restricted funds|135,994||(11,562)|124,432| ||Clinical and Educational Fellows||41,980|-|41,980| ||TOTAL FUNDS|177,974||(11,562)|166,412| ||Net movement in funds, included in the above are as follows:||||| ||Unrestricted funds|Incoming
resources
£||Resources
expended
£|Movement
in funds
£| ||Swindon GP Education Association||68,198|(93,402)|(25,204)| ||GP School||19,800|(6,158)|13,642| ||||87,998|(99,560)|(11,562)| ||TOTAL FUNDS||87,998|(99,560)|(11,562)| ||||||| continued... Page 7 Swindon GP Education Association ## Notes to the Financial Statements - continued ## for the Year Ended 31 March 2024 ## 5. MOVEMENT IN FUNDS - continued Comparatives for movement in funds |||Net|| |---|---|---|---| |||movement|| ||At 1.4.22|in funds|At 31.3.23| ||£|£|£| |Unrestricted funds|||| |Swindon GP Education Association|99,436|(2,570)|96,866| |GPSTR Education|10,505|-|10,505| |GP School|28,623|-|28,623| |Restricted funds|138,564|(2,570)|135,994| |Clinical and Educational Fellows|41,980|-|41,980| |TOTAL FUNDS|180,544|(2,570)|177,974| |Comparative net movement in funds, included in the above are as follows:|||| |Unrestricted funds|Incoming
resources
£|Resources
expended
£|Movement
in funds
£| |Swindon GP Education Association|56,138|(58,708)|(2,570)| |TOTAL FUNDS|56,138|(58,708)|(2,570)| ||||| ## 6. RELATED PARTY DISCLOSURES There were no related party transactions for the year ended 31 March 2024. Page 8 Swindon GP Education Association ## Detailed Statement of Financial Activities for the Year Ended 31 March 2024 |INCOME AND ENDOWMENTS
Donations and legacies
Donations
Subscriptions
REP income
Educational development
Total incoming resources
EXPENDITURE
Charitable activities
Speaker/facilitator fees
Conferences/rooms
Catering
Support costs
Governance costs
S&MNHST admin support
Website and internet costs
GP tutor
Accountancy and legal fees
Total resources expended
Net expenditure|31.3.24
£
10
55,237
12,951
19,800
87,998
87,998
5,499
50,573
1,804
57,876
12,664
3,900
24,250
870
41,684
99,560
(11,562)|31.3.23
£
-
54,113
2,025
-
56,138
56,138
4,858
18,182
572
23,612
12,031
3,600
18,625
840
35,096
58,708
(2,570)| |---|---|---| This page does not form part of the statutory financial statements Page 9