CHARITY COMMISSION FOR ENGLAND ANO WALES Trustees, Annual Report for the period From 14-24 To 31-3-25 Charity name: FOFS-Friends of Fenny Compton and Shenington Surgery Charity registration number:1188782 Objectives and Activities SORP referen Para 1 17 Summary of the purposes of the Gharily as sel out in ils governing document 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 oquipmen( facilities and services The charity received minimal income this year and there was not enough money in reserve to allow any expense or activity 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. Statement confirming whether the trustees have had regard to the guidan issued by the Charity Commission on publi¢ benefit P4ra1.17and 1.19 Para 1 18 All trustees have had regard to the guidance issued by the Charity Commission on public benefiL Additional information (optionall You ma choose to include further statements where relevanl about-. SORP reference The charity has not been set up to issue grants Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1 38 Contribution made by volunteers Para 1.38 Other Achievements and Performance SORP reference Unfortunately there have been no achievements this year due to lack of funds Summary of the main achievements of the charity, identifying the difference the charity's work has made to the circumstances of ils beneficiaries and any wider benefils to society as a whole. Para 1.20 Additional informatlon (optionall You ma choose to include further statements where relevant about.. Achievemenls against objedives set Parn 1.41 Performance of fundraising aclivities against objectives set Para 1.41 We have no investment objectives Investment perfomian against objectives Para 1.41 The trustees are in the process of changing the charities bank account in order to reduce bank service charges Other Financial Review Review of the charity's financial position at the end of the eriod Statement explaining the policy for holding reserves statin wh the are held Amount of reserves held Reasons for holding zero reserves Details of fund materially in deficit Explanation of any Un￿rtaIntieS about the charity continuing as a going con￿rn Para 1.21 Bank balance has remained relatively stable at £328 Para 1.22 Our aim is to keep the balance above £500 Para 1.22 £328 Para 1.22 Para 1.24 PHra 1.23 No concerns Additional infonnation (optional You ma choose to include further statements where relevant about- Patient donations The charity's principal sources of funds (including any fundraising) Para 1.47 The funds received will remain in the bank account until enough money is raised to spond on any items required. Investment policy and objectives including any social investrnent policy adopted Para 146 A description of the principal risks facing the charity Para 146 Other Structure, Governance and Management Description of charity's trusts.. Type of governing document Par• 1.25 Trust Deed How is the charbty constituted? Para 1.25 cio r3ted assoLlc'.I' Trustee selection methods including details of any constitLrtional provisions e.g. election to post or name of any person or body entrtled to appoint one or more trustees Para 1.25 Election to post by majorlty vote of existing trustees Additional infomiation loptional) You ma hoose to include further statements where relevant about.. Policies and procedures adopted for the induction and training of trustees P8r$ 1 51 The charity's organisational structure and any wider network with which the charity works Pora 1.51 Relationship wrth any related parties Para 1 51 Other Reference and Administrative details Charit name Other name the Gharit uses istered charit number Charity's principal address FOFS- Friends of Fenn Com ton and Shenin ton Sur 1188782 The Surgery High Sl Fenny Complon Southam WaTwickshire CV47 2YG Names of the charity trustees who manage the charity Trn¥tee nam• Office Ilf •nyl Dat•# acted If not for whole èar Treasurer Chairperson Name of person lor ljodyl entitled toa oint trusts? ifan Existing trustees Existing trustees Dr Jan Marshall Dr Thomas Sharples Mrs Lisa Yates Mrs Emma Baxter Mr Trevor Gill Secretary Existing trustees Existing trustees Existing trustees 10 12 13 14 15 16 18 19 20 Cor orate trustees - names of the directors at the date the re Director name rtwasa roved Name of truslees holding title to property belonging to the charity Trust•• name Datss acted if not for whol• ear 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 beha￿ Ihe assets are held and how this falls within the custodian charily's objects Details of arrangements for safe custody and segregation of such assets from the charity's own assets Addltional inforniation (optional) Names and addresses of advisers (Optional infomiation) Type of Name Address adviser Name of Chief executive or names of senior stsff members (Optional inforniation} Exemptions from disclosure Reason for non-disclosure of ke rsonnel details other o tional information Declarations The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustsgs Signature(sl Full name(s Position {eg Secretary, Chair, etc Dat8 95 Lk JOJS INCOME EXPENDITURE FOFS CHARITY ACCOUNT ## 1-4-24 to 31-3-25 ## **income** |**income**|| |---|---| |gif aid reclaim|0.00| |patent donatons gif aid|0.00| |patent donatons no gif aid|10.00| |refunded service charges|42.87| ||**52.87**| ## **expenditure** service charges 59.87 accountants fees 0.00 paid by practice **59.87** |opening bank balance|**334.59**| |---|---| |total income|52.87| |total expenditure|-59.87| |closing bank balance|**327.59**| .