2025-07-31-accounts

Weston PLANET

Accounts for the Year Ended

31[st] July 2025 Charity No. 1156960

Brooking Ruse, Chartered Accountants, 2 Stafford Place, Weston-super-Mare, Somerset, BS23 2QS.

Weston PLANET

Contents	Pages
Trustees’ report	1 - 3
Accountants’ report	4
Statement of financial activities	5
Statement of assets and liabilities	6

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Weston PLANET

Annual report of the trustees

The trustees present their report together with the unaudited financial statements for the year ended 31[st] July 2025.

Administrative details

Weston PLANET is a registered charity, number 1156960.

The administrative office and operational address is:

Weston PLANET c/o The Milton Surgery 232-234 Milton Road Weston-super-Mare BS22 8AG

Trustees

Dr Elizabeth Doyle Dr Christopher Peter Lee Dr Ozlem Cilasun Dr Michael Pimm Dr Jessica Haley Dr Penny Edrich Dr Katherine Beaumont Dr Peter Maksimczyk Dr Kevin Haggerty Dr Steven Christian Pearse-Danker Dr Jo Morse Dr Darren Cox Mrs Julie Clayton

Reporting accountants

Brooking Ruse Chartered Accountants 2 Stafford Place Weston-super-Mare BS23 2QZ.

…continued

Page 1

Weston PLANET

Annual report of the trustees …continued

Purposes and aims

To protect and preserve the good health of the public in Weston-super-Mare and the surrounding area (the ‘area of benefit’) in particular but not exclusively by: (a) providing education, training and support for GPs and healthcare professionals; and (b) promoting and improving collaboration and team building within the local health community with the aim of improving the quality of health care delivered in the area of benefit.

Public benefit

The charity trustees are of the opinion that they have complied with the duty in section 17(5) of the 2011 Charities Act to have due regard to guidance published by the Charity Commission.

Statement of trustees’ responsibilities

The trustees are responsible for preparing the Trustees' Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards including Financial Reporting Standard 102 The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England & Wales requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the income and expenditure of the charity for that period. In preparing these financial statements, the trustees are required to:

• select suitable accounting policies and then apply them consistently;

• observe the methods and principles in the Charities SORP;

• make judgments and accounting estimates that are reasonable and prudent;

• state whether applicable accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements, and

• prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in business.

The trustees are responsible for keeping sufficient accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the trust deed. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Page 2

Weston PLANET

Annual report of the trustees …continued

Reserves

The surplus for the period of £2,358 has been added to the balance of funds brought forward resulting in a balance carried forward of £5,775 to future accounting periods. The trustees hope to build reserves to ensure adequate resources for activities to continue for a minimum of twelve months.

This report was approved by the Committee on 5[th] February 2026 and signed on its behalf by

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Jessica Haley Trustee

Page 3

Independent examiner’s report to the trustees of Weston PLANET

I report to the trustees on my examination of the accounts of Weston PLANET for the year ended 31[st] July 2025, which are set out on the next two pages.

Responsibilities and basis of report

As the charity trustees 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 Trustee’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 2011 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 charity as required by section 130 of the Act; or

• (2) the accounts do not accord with those records; or

• (3) the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair view’ which is not a matter considered as part of an independent examination.

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.

Robert Orr, Brooking Ruse, Chartered Accountants, 2 Stafford Place, Weston-super-Mare, Somerset, BS23 2QZ.

Page 4

Weston PLANET

Statement of financial activities

for the Year Ended 31[st] July 2025

	2025	2024
Income Receivable
G.P. Contributions	15,761	15,454
Sponsorship	15,350	11,649
Interest Received	65	90
	_	_
Total Income	31,176	27,193
	_	_
Expenditure
Speakers' Fees and Expenses	2,100	1,400
Locum Fees	7,500	8,250
Room Hire and Catering Costs	12,429	11,490
Committee Members' Honoraria and Expenses	5,690	6,181
Training	-	900
Sundry Expenses	-	254
Website and Computer Costs	624	564
Accountants' Fees	390	390
Depreciation	-	29
Loss on disposal of asset	85	-
	_	_
	28,818	29,458
	_	_
Net (Deficit)/Surplus for the Year	2,358	( 2,265 )
Transfer from/to Reserves B/Fwd	( 2,358 )	2,265
	_	_
Net Surplus/Deficit	£ Nil _	£ Nil _

Page 5

Weston PLANET

Statement of assets and liabilities as at 31[st] July 2025

Fixed Assets Laptop B/Fwd Depreciation B/Fwd ( Disposal Current Assets Cash at Bank Debtors and Prepayments Current Liabilities Creditors and Accrued Expenses Expenditure Reserve Net Assets	481 396) 85 ( 85)	2025 - 2,135 4,000 _ 6,135 _ 360 5,775 6,135 _ £ Nil _	2024 85 692 3,000 _ 3,777 _ 360 3,417
			3,777 _ £ Nil _

Page 6

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REF. NUMBER SASTQ-6EF5C-VRFIG-VLOIK DOCUMENT COMPLETED BY ALL PARTIES ON 05 FEB 2026 15:56:50 UTC SIGNER TIMESTAMP SIGNATURE
JESSICA HALEY EMAIL [e-mail] SENT 05 FEB 2026 12:29:35 VIEWED 05 FEB 2026 15:56:06
SIGNED 05 FEB 2026 15:56:50 IP ADDRESS 213.18.155.30 LOCATION READING, UNITED KINGDOM RECIPIENT VERIFICATION EMAIL VERIFIED 05 FEB 2026 15:56:06

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