2024-03-31-accounts

Trustees’ Annual Report for the period

From 1-4-23 To 31-3-24

Charity name: FOFS-Friends of Fenny Compton and Shenington Surgery

Charity registration number:1188782

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To relieve sickness and needs and preserve and promote the health of the patients of Fenny Compton & Shenington Surgery either generally or individually by provision or assistance in provision or upgrading of equipment, facilities and services
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	The charity received no income this year and there was not enough money in reserve to allow any expense or activity
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	All trustees have had regard to the guidance issued by the Charity Commission on public benefit.

Additional information (optional)

You may choose to include further statements where relevant about:

	SORP reference
Policy on grant making	Para 1.38	The charity has not been set up to issue grants
Policy on social investment including program related investment	Para 1.38
Contribution made by volunteers	Para 1.38

Other

Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	Unfortunately there have been no achievements this year due to lack of funds

Additional information (optional)

You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41
Performance of fundraising activities against objectives set	Para 1.41
Investment performance against objectives	Para 1.41	We have no investment objectives
Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Bank balance has remained stable at £335
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	Our aim is to keep the balance above £500
Amount of reserves held	Para 1.22	£335
Reasons for holding zero reserves	Para 1.22
Details of fund materially in deficit	Para 1.24
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	No concerns

Additional information (optional)

You may choose to include further statements where relevant about:

The charity’s principal sources of funds (including any fundraising)	Para 1.47	Patient donations
Investment policy and objectives including any social investment policy adopted	Para 1.46	The funds received will remain in the bank account until enough money is raised to spend on any items required.
A description of the principal risks facing the charity	Para 1.46
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Trust Deed
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	CIO
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	Election to post by majority vote of existing trustees

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction and training of trustees	Para 1.51
The charity’s organisational structure and any wider network with which the charity works	Para 1.51
Relationship with any related parties	Para 1.51
Other

Reference and Administrative details

Charity name	FOFS-Friends of Fenny Compton and Shenington Surgery
Other name the charity uses
Registered charity number	1188782
Charity’s principal address	The Surgery High St Fenny Compton Southam Warwickshire CV47 2YG

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	Dr Jan Marshall	Treasurer		Existingtrustees
	Dr Thomas Sharples	Chairperson		Existing trustees
	Mrs Lisa Yates	Secretary		Existingtrustees
	Mrs Emma Baxter			Existingtrustees
	Mr Trevor Gill			Existingtrustees

– Corporate trustees names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects

Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address adviser

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s)

Full name(s)

Position (eg Secretary, Chair, etc)

Date

INCOME EXPENDITURE FOFS CHARITY ACCOUNT

1-4-23 to 31-3-24

income
gif aid reclaim	0.00
patent donatons gif aid	0.00
patent donatons no gif aid	0.00

expenditure

service charges 0.00 accountants fees 0.00 paid by practice

0.00

opening bank balance	334.59
total income	0
total expenditure	0
closing bank balance	334.59

.