CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 1 Aprll 2024 To 31 March 2025 Charity name: The 8•11 Suryery Charity Trusl Charlty reglstratlon number: 1200727 Objectlves and ActivitAes Summary of the purposes of the Charity as set out in its goveming document Pn 1.17 The obj8CtNe of the Trust is to r81ieve sickness to promote and protect the good health of the patients at the Bell Surgery, by the provision of funds to purchase equipment and sety￿eS not provided by the NHS and to deliver other support to pats'ents induding infom￿1 health workshops. The Trust Fund rèmains dependent upon th8 en8rous donations made bxpalients, The trust has re￿iVed a number of donations through the publicity in the SUr￿ry and by participating in the local Living Advent Calendar évenl Summary ofthe main activities in relation to those purposes for the public benefit, in particular, the activities. projects or senlices identified in the accounts. Statement confirming whether the tru8tees have had regard to the guidance issued by the Charty Commission on public benefit Parn 1.17 *nd P•r•1.18 The trustees have had regard to Ihe guidanc8 issued by the Charity Commission on public benefit when planning actNities Achievements and Performance The tharity has almost doubled the numt and value of ￿natiOnS. begun to receive some regular donations and started a (zmpawn to target fvnding from local kxjsinesses and grant making b(Klies. Grants to the surgery have been limited this year as a number of larger projects have been idenlrf￿d for which new campaigns have been launched. Summary of the main achievements of the charty, identifying the difference the charity's work has made to th8 circumstances of its benefiCiar￿S and any wider benefrts to society as a whole. Para 120 Flnanclal R8view Revlew of th8 charity's financial position at the end of the period P•rn 121 Th8 charFty has made a larger surplus in the year enabling costs borne by the Surgery to be repaid Funds at the year end have rrorg than doubled placing the charity in a sound financialLosition. Not applicable Statement explaining the policy for holding reserves stating why the are held Amount of reserves held Reasons for holding zero reseNes Details of fund malerk911y in deficit Explanation of any uncertainties about the arity continuing as a going concem Parn122 P•r• 1.22 Par• 1.22 £4730 Not applicab Parn 1.24 Not applicab Pwa123 The chanty has continued to grow since March 2025 and is neanng it'5 larget for rt's first major fundraising. Addltlonal Infomiation (optional) You ma choose to include further statemerrts where ro￿vant a￿Ut. Palient donatK)ns The charity's principal sources of funds (ir￿Uding any fvndraising) Parn 1.47 Structure, Govemance and Management Description of charity's trusts: Type of goveming do¢ument Para 125 CIO dated 18 October 2022 How is the charty constituted? P￿125 cio ora Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entrtled to appoint one or more trustees Parn 1.25 By appointment of the Board of Trustees Reference and Administrative details Chari name othèr name the cha uses Re istered chari number Charity's principal address The Bell Su Cha Trust 1200727 THE BELL SURGERY YORK ROAD HENLEY-ON-THAMES RG9 2DR Namu of th• eharlty trust8￿ who manage the Charity Date• •ct•d11 not lor T•hol• Tru•to• n•m• Offlc• •nyl N*m• of p•rnon lor body) •ntltl•d Ifan Elizabeth Jame8 Chair Treasurer Mèlvyn Keen Janet Waters Dr Peter Reynolds Dr Chris Langley Ri¢hard Pinches Secretary 10 12 13 14 15 16 17 18 19 20 Corporate truste8s- names of the directors at the date the report was approved Narne of trustees holding tiue to property beknnging to the charity Tru¥t•e n*m• Oat¢* act¢d11 not for *I￿le Funds held as custodian truste￿ on behalf of othe Description of the assets None hekl in this capacity Name and object5 of the charty on whose behalf the assets are held and how Ihis falls wtthin the custodian harity's objects Not a￿lICable Details of arrangements for safe custody and segregation of such assets from the chanty's Ch¥n assets Not applicable Exemptions from dlsclosure Reason for non-disclosure of ke rsonnel detsils No personnel Other o tlonal informatlon Declaratlons The trustoos declare that thgy h•vo approved the trusteo8' report abov•. Slgned on bohalf of th• chailty'8 tru•tg•8 Slgnaturg($ Full name(s) Positlon (eg Secrnlaryg Chalr, otc) Melvyn Treasurer en Date 17 December 2025 CHARITY COMMISSION FOR ENGLAND AND WALES The Ben Suv9￿ Tntst 1￿0727 Recei tsand ments accounts CC16a For th• wiod 0IAw-24 3141*-25 Section A Receipts and payments UnrestrTrcted funds Reslncted Endowrnent lunds Total lunds Last yeai A1 RK• io AR) v••tm•nt s• Start loan from Sur rot•1 rn¢•lpts 3.945 A3Pa Suryry Equp>)11rt¥¥1 F B•nk ￿ JWil￿ I• Sub tol•l A4 Asset and Investment Sub tol•l 1.53S M•t al rnc•Ipt￿(p•Ym•I?tsJ AS Tr4nslers betwwn lunds A6 Cash lunds l•¥t yMr•nd C••h lurtd• th1• y••r •nd 3A16 3,816 2,499 6.315 6.315 1490 CCXXRI •ccourtslSSI 17M2f2w25 Section B Statement of assets and liabilities at the end of the period UnrÈ5trict*d R¥stnct•d tunds toM•re*£ Endowmeni lund5 81 Cash fund• Tot•1 e•¥h lund• 8.J15 R•¥trl¢t•d funds End04￿m•nI lunds funds 82 Oth•r m•n•tsry aM•ts CuTh•rt B3 InTM•tm•nt •M•t• Co* IoFthTr Curf•Tht ¥•1 B4 A•••ts r•t•in•d forth• harity'• own ua• BS Ll•billti•¥ ned tyonoorMtitru•t•w on S¥Jnotyr• Prtht N￿? Date 01 K••n I7.￿25 CCXX R2 ISS 17112r2025