'I'IIE FRIENDS OF WYNDHAM HOUSE_SURGERY
FINANCIAL STATEMENTS
YEAR ENDED 31 MARCH 2026
Coni¢nls
Legal a￿d admi1iisl￿Itve inf(IriM¥tio
Ti'iislees IEpu
Accoiiiitant's Ilport
Receipts and payin¢nts accoiint
Stateineiit of assets and liabilities

THE FRIENDS Ob WYNDHAM IIOUSL SURGI.:IIY
LEGAI, AND ADMINI8TRATIVE INFORMATION
Cl)arity Iiaiiie
Tlic Friends of Wyiidh81kn House SI1￿￿¥1Y
Cliarity IEgisti'k)tion niimbeT
1048253
Principal address
Wyiidham Iloiise 8iiigery
Silveiloi)
Exelei.
EX$ 4HZ
Coininittee Membei's
Mr M Ship(on {Chaiiinan)
MrR Klligml£n
Mi. M W Holi {Scci'etaiy}
Mr J D Dishinan {Tir8surei')
Ms K Goldby
Mr P R Kidd% Imembcrship Sccyetaiy)
Ms J Povey (appoiiiled 27 May 2025)
Accountallls
Apsleys LLP
21 Bamptoii Stre¢t
ivertoii
EX166AA

TFIE FIIIENDS 01.. WYNI)HAM IIOUSE SURGI=.RY
TRUSTEES REPORT
YEAR I,:NI)I.:1) 31 MARCII 2026
Tlie Ti'ii8tee4 prtsertl their re￿rt ii)d tlie finaiicial.staleiiiciils of tlie cliarity for Ilie year elided 31 Marcji 20?6.
OHJLI C'I'IVLS AND ACTIVITIES
Siiinniiry of ili¢ ol)jEcls Of the cliArity set out ITi Lts governing docuMet)t
To adwance the ediicalioii of tlie public iii lieallh raTe by carryingy out researcli, publishing ￿ld disiribLlting the resulis.
Siiiiiin￿l'Y of maiii Mctivilies in velAfion tu tlie&e ubjective
',Piii-¢licise of e(iuipiii¢iit biol fliiided by Ilie NHS foi. Wyndliai)i House Surgery
.IFinaiicially siippoi'l Ihe pallialivv iiuws¢ nvl fuiidtd by the NHS for Wyndliaim Hoiise Surgery
.IFinaiicially siii)pnrl tlie digit?1 I social pres¢¥ib¢r not fiiiid¢d by tlie Nl {% fDI' Wyndliani Hoiisc Siirgery
.Niiniiing a pi'cscr>ptioii service for patienis iiiiable to atteiid Wyndliani l-loii%e SiirgeTy
.Runiiiiig a patient Iian81?0rt Sclicmc for ic ppoiiilnicnls al the SiiTgeiy. liosi?ital or deiilisl
ExerLÈse LI#sses
oX¢¢p fil
o Tai Clii
o,Bnby weigh and 8lay
0 8ilverton ni¢niory and coiiiinunity cafe
o ff ilm cliib
osilvei'loii bereavei)ient gI￿lip
AC".Hif.VLMli N'IS AND PlIRf4ORMANCr,
Sumiiidl'y of tbe mahii achievements of tlie ehAI'ily during the yegr
Silvciton Link Up paiieni Iran8pI)rl sehen)e aiid"Bertie" pre,qcription delivery service ¢ontiniie to nin very siicccs%fully
along with ilalance C.la%%e%, ()veY ()5'% Keel) Fst, Bahy Weigh ai)d Slay gioup,'I'ai CIJI rla%8¢R Eeated yogcl for the less
ahl¢.'fii¢ 4ilveilnn Mcniory cafe coiiliniie5 good woi'k and we were liappy tn assist willi gi'aiils lo cover their vei)iie Iriilal.
riliii Cliib cotkliiiises 10 bE a SUCLess wilh Ihe dddilionttl bertetit ot. iiiiproving Social iiilei'aclions. We also siipport Ilie veniie
reiilal for Ilie Bereavejnenl GiY)up iji Silverlon.
Since July 2025, we liave taken on the financial coiiimitineiit of ii Digiial Sociic I PTescrib¢r, As tlie Nl IS iio longer fiiiidcd
this aspect foT Silverton Wyndhaim FIou5c siirgery. 'l-his 15 a niiilts-facetcd I￿aC aiid iiicludcs lielping patien1% with Iheii. usc
of Ihc internet foi- PTe%cTiplioh% ct¢. The role al%0 in¢liide% reviEwTrng oiir support for activities and 5eeki118 Ollt po%sible
fuliirc projects Iliat may fit our Iriiiil.
We also fiilly siippotl Ihe *iirgery with fiiiaiicial coii)milineiit ora palliative care nurse whith ivas nol funded hy the NHS.
W¢ wer¢ 8150 ybl¢ tu purcliase ni¢(liral eqiiipineiii for 11)e surgery wlii¢h W45 nol fun(led bv th¢ NHS. This arnoiiiited to
We ai"¢ $0 graiefvl for the receipt of £826 trvim Transport For Your co1￿m￿nity. As always, we are grkleliil lur Ilie get)ti'olls
gills froni dll ol'oui. doiiors.
The Trustees ciideavour lo regularly obtaiii ftedback b¢nefiGiarie% of tlie F¥iend5 activiti¢%. Yet again. their iva% no
iiegalive feedback in tlie CillTent year,
We are gi'aleti]I to all of oiirTrii%tees ind other participants at commtllee Meeitngs for Iheir 8llpport and io re¢oid ovr
Iliank.% to the manv volunteeTS and siipplier% who give assEStant to all of thcse projects for ivhich ive providc graiit aid.

THE FRIENDS OF WYNDHAM HOUSE SURGERY
'I'RUSTLES RLPORT
YEAR ENDED 31 MARCH 2026
FINANC.IAL REVIEW
N¢1 Keceipls for Ihe y￿[ aiiiouiiled lu £9,89512025.. 112.1661.
Oiir gencrou% donations incliided £1.220 {2025.'£1.0401 Iliat qualifjes AS Gift Aid and a furtliei. £4.494 (?0?5.' £5,255) for
The value of Ilie Iiive5tnienl Portfolio, professionally adrniiiTStCTed by Jthines ShAiy & C.0. was £673,69612025.'
CCLA d¢posii tund. dcls as a contiiigency ie5eive iii Ilie yvars in wliich exptiiditiire excE¢ds in¢omc. All of oiir fiiiids are
BrRef Summary on the chxrity's policy on reserve5
It is Ihe duly of Ilie Ti'eA511r¢r lo nianay)e Ilie bdlatices ii) Ilje eliTr￿lI AccouiJls, tlie Deposit Saviiigs Account and Ihe
Iiivcslincnt Accolltil so Iliat fiinds are available for ihe day lo day nt¢ds of the Cliatrly, bill wiilioiil leaving Iiiidiily higli
balances wher¢ they arc uiiable to achicvc theii. best i-eliirn.
To do thi5 tli¥ Ireasurer needs regulai feedbaLk on the oiigoiiig aiid ai)y ijew fiiiancial coiniiiiliiieiils of Iht Cliarity. This is
done formally at the qiiartcrly meeting uf Iriisiees and it)foriiially dui'iiigT Ilie ijilei'in).
The deposil acLounl earns inieresl and rtind5 are available wiilioiil notice and as siich represen15 the immediate re8erve% of
Ili¢ ChJTLty.
OTHER
Tlie trLislees have hid ieg#rd 10 Ilie Cljarily CoiniiTrissiuii guidaiice piiblic benefit and believe Iliis i.s achieved via Ilie
¢harity'S obje¢lives and aclivilies.
'I'he Charity is a Cil'ant giving OTganisatioi) wtlh no employecs. As at 31 March 2026 Iliere were 71 tneimbets willi woliiig
Tlicre wcrc no related party traiisa¢lions during the year.
s'rRUCTIIIIL,C.OVlIRNANCE AND MANACLMF.NT
Typ¥ ol¥vveiniJig docuii)ent
ConsliliilioTh dated 28 November 2018
How tlie cl)&Fily is consliliiled
Nort-lncorporatcd A5socEalion
rTUStees sel¢clion method
Appointed by The F¥iends of Wyndham House Suig¢ry
Additional goYernan¢e issues
The T¥ustccs are elected at ¢aLlI Annual Geiieral Meetiiig. Tlie Trusiee5 hul(fi al least four iii¢eling5 iii eaLh talehd?L r year.
Decisions ale deteri￿ined by Ilie iii&jority of TTusl¢¥s present al aiiy Jneeliiig wliu ai¢ etiliiled lu a vole aiid quoruim is five
meinb¢r8 nf ihe cominittcc.
All Tr115tecs give (heir litne freely and no remuneraiioii lo them was made iii the year. Tnislees hre also required to dI￿]05c
aiiy ¢onfli¢ts of ￿lItereSt and to wiihdtaw froin dJJy decisions where SULI) a coiiflict Ji)ay arise.
TITis i¢poit wa5 apploved by the Board on
aDd 8igned on Iheir bchalf by..
Mr M Sliipli)n
Chnimion
Mr J D Dishinan FC'A
Treasuier

tNI)I.'I?LNDENI' I.-XAMINI.'II'S 111.-POR'I I'O'I-HL'I'RUS-I-LES OF
THE FRIENDS OF WYNDHAM HOUSE SURGERY
ON 'I'141.: UNAIIDI'I'I:'D I.'INANCIAI. S'I'A'I'I.'MI.:N'I'S
I IEPOrt lo rhc charity Iriislccs oli iiiy cxaniiiiation of Ihc accouiit5 of Ilie charity for tlic ycai. ciided 31 Ma¥ch 2026.
Resiitetive iY51)onsibilÉties of trusiees 4iid exnminti.
ClIHriti¢s Acl 2011 'lllie Acl'l.
repurl iii respecl of iny exaiiJiiiaiioii of the cliai-ity-s accoiiÈiis eari&ed ou¢ iiiider secliun 145 of Ilie Aci aiid in Carrying oul
iiiy exaininalioji I have followed all tlie applicable Dii'ectio￿S given by tl)e Charity CotJiJiii5SiOn ui)der seclioji 14515Xb) of
Ilie Act.
Indcpeiidenl exAmiiiei s stt2teiiient
I h¥*ve ¢oniiilcted iny cxaiiii11lc t(nn. l coiifirm thAt no material Illiitier.% have cotTre to rny llttentToii in connectioi) with tl)e
iILLoiinlit)g7 records were i)ul kepl in i¢spe¢t ofihe rharily as i¢quir¢d by section 130 o)fili¢ Acl; or
Ihe aceoujils do not accord willi Iliose records.
VL [[-•.,-
Mrs M Hutehings
Ai)sley5 C.hHI'tei'ed Atcount8nts
21 BfiTriiTrtoii Sti'eel
Tivei'lo
Dtvo
EX16 6AA
Dale..

TFIF. FRIENDS OF WYNDHAM HOIJSE SIIRGERY
tiECEIP'I'S AND PAYMEN'I'S ACCOUNT
YEAR r.NDED J l MARCH 2026
2025
i'estaled
2026
Receiiil
Iiivestineiit incoine
Bank and other inttt"L8t
Donalioiis aiid leLJaLiC5
Silveilon Link lip donations
Glziils
Rcpayincnt tsf Incorne tax
21,421
1,665
4,796
4,800
826
16,707
4,013
3.829
6,746
755
35.089
34,360
Poymenls
Iiivesliiiei)l adniit2 clittrges
Payineiits l(k and on beliJlf of the suJEieiy ai]d oth¢i' &JrJiils
Projects
Ral)y & Paienl
Balance C'lasses
Keep Fit
Seated Yoga
Tai C.Iii
Meinory Cat¢
Wcllbcing co-ordinator
Oiliei'5
Pi'ijjects Total
'Betlie" Prescription delivery ￿nning cost5
Silveiton link up costs
Ovei'hedds
Invcsttnents piircl)ased
1,615
¥,799
3.582
2.187
1,275
498
996
810
600
1,998
1,025
1.809
720
726
10
1,552
438
714
1,104
7.281
2.464
4,191
844
7,084
2,353
4,238
679
2,071
22,194
25,194
Nel ￿L¥1P1S {payinents)
13ank balance at l Api'il 2025
Bank balanee at )] Mairh 2026
9,895
66,689
76,584
12,166
54,523
66,689

THF. FRIEND8 OP WYNt)EIAM 11()USE SUIIGERY
STATEMENT OF ASSETS AND LIABILITIES
31 MARCII 2n26
2026
2025
l.iNed assets
62i,696
549,590
Cui'¥ei)r a.8seis
Nalivesl Bdiik Ltll-IElIt acLokniii
Nattvest Blc nk - hiisincss rcserve accouni
Co-op BaiiL
CCI.A COIF Chai'itie.% Deposit fruiid
Jaiiies Sl)ai'p
2,412
36,520
2,513
34,265
874
4,425
26,210
2,104
32,927
76.5
66.689
Totc21 as5els
700,280
616,279
Tlie finaiicial stateineiits were clPPlf)ved and ciUtI)orised foi. issue by the ti'ustccs on
and sigiied on tl)eir behalf t>y'.
Mi'j D Dishman FCA
Trea8iirer