Achievements and Perforniance Firstty. we established the infrastructure to enable the Charrty to funth'on, this in itself was a lengthy process. on funding was available the Charity provided an updated InfOmiatn system for palients in the waits'ng room. This provided infomiation on a screen about seNices offered at th8 surgèry and in the comrnunity and general healthcare inf0mtI0Th. Five blood pressure monitors were purchased. These are available on loan to patients who are required to take their blood pressure at home regularty. They are then returned at the end of Ihat period. This frees up apFointment5 for other patients. This proved very popular and the loaned-out monitors a bw'ng retumed in a timely manner. Tha next purchase made by the Surgery with money donated by the Bell Surgery Charitable Trust was of two reconditioned wheelchairs. These a for transportation of patients if necessary to the Urgent Care Unit in the hospital adjacent to the surgery. The number of patients served ty the 8811 Surgery. and the resultant number of health are profeSsnal$ using Ihe facilsties has increasgd dramatically in recent years. In addition to GPS, space has to be found for Communty Phamiacists and the S¢xlal Prescriber as well. As a result, there 16 a serious shortage of spaGe for patnt consultstions. Patient's paper files containing important heatth information which has not been transferred to electronic files must be kept and be availabbe throughoul the lrfe of the patTrent. The files took up a large amount of space in the staff meetsng room. The Chanty paid for a strye system for the files to be kept on mezzanine fk)or. The roorn was then divided into iwo parts, kaving a smaller meeting room and an additional consultation room. The cost of th8 buildiTrJ work and n8cessary fumiture and equipment was met by the Surgery. Future Plans include fundraistng for a monf(or for the lobby_ This is an expensive Ple of equipment which patients can use independently during surgery hours to measure their height. weight and blood pressure. Summary ofthe main achievements of the charity. entifying the diffenCe the charity's wotk has made to the circumstances of rts beneficiaries and any wider benefits to society as a whole. Para 1.20
Namos of thè eharfty trusto08 who manage the charity Oats• act•d il not fty Thole Tr1 nome Offlce (11 any) M#me ot pern¢n lor body) •ntid oint truste• ifan Elizabeth James Melvyn Keen Janet Waters Chair Treasurer From 5 Oct 23 Secretary Dr Peter Reynolds Dr Chris Langley Rhard Pinches From 3 March 24 John Greig Until 16 Nov 23 10 12 13 14 15 16 17 18 19 20 Cor orate trustee$- names of the directors at the date the Dlr•ctor n•m• rtwasa roved Name of trustees holding titie to property belonging lo the charity Trustee Mm• Dats• •ct¢d ff nOtfor11•
Financial Review R8view of the charity's ffinanoal posttion at the erKI of the ri¢)d Staternent explaining the policy for holding reserves statin are held Amount of reserves held Reasons for hdding zero reserves D8tails of fund materialty in deficit ExplanatK)n of any uncertainties about the charity continuing as a going concern Pwa 121 The charty has made a small surplus of £1999 in this first year of op8ration but relied on knS from the su to establish itself. Not appli(xb Pwa122 Para 122 P•ra 1.22 £32 Not applicable Pora 1.24 Not applicable Parn 1.23 The charty has thrived since the March 24 year end and is a going concern. Addltlonal Infomiatlon (optlonal) You rna choose to include further statements where relevant about.. Patient donations The charity's principal sources of funds (induding any fundraising) Parn 1.47 Structure, Govornance and Management Description of charity's trusts. Type of goveming document P8r• 126 CIO dated 18 October 2022 How is the charrty constitutéd? P4rn 1.25 cio Trustee selection méthods including details of any ¢onstitutional provisions e.g. eledion to post or name of any person or t)ody entitled to appoint one or more trustees P•rn 1.25 By appointment of the Board of Trustees Reference and Administrative details Cha name Other name the cha uses Registered chari number Charity's principal address The Bell Su Cha Trust 1200727 THE BELL SURGERY YORK ROAD HENLEY-ON-THAMES RG9 2DR
Funds held as Custodian trustees on behalf of others Descripts'on of the assets None hekj in this capacity Name and objects of the charrfy on whose behalf the assets are held and how this falls within the custodian charity's objects Not aFpIKable Details of arrangements for safe custody and segregation of such assets frcrtn the charity's assets Not applicable Exemptions from dlsclosure Reason for non-disclosure of k nel delails No personnel Othar optional Informatlon Declaratlons Tho tru•tog• doclare that thy hava approvod tho trust•es' report above. Signed on bohalf ot th• charlty'8 trte•S Slgnaturn(8) Full name(s) Position (09 Secr•tary, Chair. et¢) Keen Treasurer Dale 6 January 2025
CHARITY COMMISSION FOR ENGLAND ANO WALES Th• 8•ll Sury•ry Trult 1200727 Recei tsand ments accounts CC16a For th• lIOd from 184kt.22 To 31-Mar-24 Section A Receipts and payments Unr•8trlct•d funds Restricted funds End¢>wingnt fund$ tOlt nMv••t£ r•r••tÉ Totsl funds La•t y••r )th•n•rnt £ toth• nMr••t e A1 Rec AR) 3,44 n¥ Start u loan from sur 900 1946 A3Pa •n Svrgery Equipmtnt and FK Sub total 1,446 A4 A•••t and Invutmenl Sub £ot•l Net 0f1P{p•yrnMtsj AS Tran$f•rs botwwn funds A6 Cajh funds last year end Cash funds this yoarond 2.499 2.499 CCXX R1 accounts ISSI 0710112025
Section B Statement of assets and liabilities at the end of the period RtrIcted funds to nMrn•i£ Endowment funds to rMro•t£ fund• lo nwr••t£ B1 Cash fvnd• Total c•sh funds 2,499 Unr••trl¢t•d fund8 nMrn•t£ Endowm•nt fuftds to n•Ami£ lunds bmt£ 82 Other monfjtsry ¥uots Fund to ¢uff•nlv4lu• Octails Co()pJ 83 Invmtment 4••8ts Fund t• wh C¥rr•n¢ V•ly• tlonAI B4 A88•ts retaln•d lor th• charlty's own us• l¥h•n du• n•1 85 Llabilltle• Unrestraeo Sn•d by ¢n• or vust•M on behaff of att the Iru8ta•8 Dat& ol roval Print Name Jan-25 CCXX P2 *t¥)unts Issi 07101r22$