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2025-12-31-accounts

Patient Participation Group Court Thorn Surgery Low Hesket Cumbria CA4 0HP www.courtthornsurgery.co.uk Charity Number 1206720

TRUSTEES REPORT to 31[st] December 2025. Charity No 1206720

1. Object

During the year a new Agreement between the Patient Participation Group (PPG) and Court Thorn Surgery was agreed and will be reviewed on an annual basis. The Agreement sets out the basis on which the PPG and CTS will work together to ensure the views and experiences of patients are actively involved in the development, improvement and delivery of services in accordance with Care Quality Commission (CQC) and the Charity Commission expectations and standards.

2. Activities

There have been 5 meetings of the PPG with the Surgery. In each meeting there was a Practice update including performance, staff changes and other relevant information. A PPG representative was a member of interview panels during the year. There are three key stand-alone activities: -

a. Prescription Delivery Service

A free prescription delivery service for patients, who by reason of age, infirmity or live remotely and cannot collect their prescriptions. In 2025 our volunteer drivers covered 2,095 miles compared to 2,304 miles in the previous year. A review of the service by the Users started in early January

b. Health Education Seminars

Since 2013 a total of 24 Health Seminars have taken place, open to everyone in the community and covering a variety of health subjects, chosen by patients with assistance from the Surgery to find experts, who are recognised in the chosen topic. Owing to the attendance numbers declining, the PPG agreed to suspend this activity and re-visit in 2026.

c. Purchasing Equipment

There was no purchase of equipment in this period. Since its inception the PPG has purchased equipment valued at £22,336.08. This equipment is over and above the equipment used by the ‘average’ practice. The aim is to provide additional equipment to help the patients by speeding up diagnosis and providing equipment that frequently is not immediately available other than from a local hospital. The Practice now has access to other funds for purchasing equipment.

Individual PPG and other Patient help

Patient Participation Group, Court Thorn Surgery, Low Hesket, Carlisle, CA4 0HP

Members of the PPG remain concerned about road safety, at access and exit points from the A6 to the Practice, where there is an often ignored 60 mph speed limit. A lengthy exchange of emails and letters with the Highways authority, Police, local Member of Parliament and other appropriate bodies and officials has not provided any solution. The situation is more critical if a patient wishes to use the local bus service, since there is no easy and safe way to cross the busy A6.

3. The Trustees are satisfied that all activities carried out, are in accordance with the Charity’s Object and Charity law and guidance.

4. Financial Review

5. Structure, Governance and Management Court Thorn Patient Participation Group is a Charitable Incorporated Organisation, whose number is 1206720. It follows the model constitution, as recommended by the Charity Commission.

6. Trustees

The following are the Trustees, who served during 2025 and are not due for re-election to 2027. Trustees appointed in 2023 were re-elected in 2024.

Name Office Appointed Resignation John Henry Poland Chair 27[th] June 2023 Kenneth Thomas Sutton Trustee 27[th] June 2023 Victoria Eileen Sant Trustee 27[th] June 2023 Alan John Granger Secretary 27[th] June 2023 23[rd] August 2025 Gillian Newton Campbell Trustee 27[th] June 2023 Rachel Susan Brown Trustee 18[th] September 2024

The Trustees declare that they have approved this Trustee’s Report.

Signed--------------------------------------------------------------

Name John H. Poland Date 13[th] January 2026

Patient Participation Group, Court Thorn Surgery, Low Hesket, Carlisle, CA4 0HP

Patient Participation Group, Court Thorn Surgery, Low Hesket, Carlisle, CA4 0HP

COURT THORN PATIENT PARTICIPATION GROUP - CHARITY NO. 1206720

12 MONTHS INCOME AND EXPENDITURE TO 31.12.2025

12 MONTHS INCOME AND EXPENDITURE TO 31.12.2025
January 1st 2025 Balance brought forward
Income
Donatons- Anonymous
Donatons- Partners CTS
Expenditure
Insurance
£99.15
Prescripton Delivery Service
£942.75
Donatons
Lotery Annual Fee
£20.00
Seminars Refreshments & Room Hire
December 31st 2025 Balance carried forward
Prescripton Delivery Service
£1,619.22
Balance available
£1,262.07
Total Balance
£2,881.29
Balance per Statement at 31.12.25
£2,923.84
Plus Pety Cash
£20.00
less chq 114 not cashed-pds dec 25
-£62.55
£2,881.29*
12 MONTHS INCOME AND EXPENDITURE TO 31.12.2025
January 1st 2025 Balance brought forward
Income
Donatons- Anonymous
Donatons- Partners CTS
Expenditure
Insurance
£99.15
Prescripton Delivery Service
£942.75
Donatons
Lotery Annual Fee
£20.00
Seminars Refreshments & Room Hire
December 31st 2025 Balance carried forward
Prescripton Delivery Service
£1,619.22
Balance available
£1,262.07
Total Balance
£2,881.29
Balance per Statement at 31.12.25
£2,923.84
Plus Pety Cash
£20.00
less chq 114 not cashed-pds dec 25
-£62.55
£2,881.29*
£
£3,773.19
£20.00
£150.00
£3,943.19
£1,061.90
£2,881.29
Prescripton Delivery Service
Balance available
Total Balance
Balance per Statement at 31.12.25
Plus Pety Cash*
less chq 114 not cashed-pds dec 25
£1,619.22
£1,262.07
£2,881.29
£2,923.84
£20.00
-£62.55
£2,881.29

*** ringfenced PDS, Court Thorn Surgery**

Rachel Brown 13th January 2026

COURT THORN PATIENT PARTICIPATION GROUP

Financials to 31st December 2025

Prescripton Delivery Service
Jan-25
Balance b/fwd
Payments
Jan
107.55
Feb
82.35
Mar
67.95
Apr
63.45
May
94.05
June
72.45
July
74.25
August
99.00
Sept
67.50
Oct
84.60
Nov
67.05
Dec
62.55
942.75
1619.22
Donatons
Payments
0.00
Misc.
Zurich insurance
99.15
Lotery Fee
20.00
Total Expenditure this year
Receipts
Donatons
20.00
Donatons
150.00
Total Income
2561.97
1061.90
170.00

COURT THORN PATIENT PARTICIPATION GROUP

Payments made to 13.01.2026

Month Accounts Date Cheque Amount **Equipment ** Prescripton Staf Lotery **Insurance ** **DonatonsSeminars ** **DonatonsSeminars ** Misc
Delivery Fund Licence
Service
Jan-25 15.1.2025 Court thorn surgery 102 £62.95 £62.95 creditor at y/e 24
Jan 25 & Feb 25 28.2.2025 r.brown- re drivers mileage 103 £189.90 £189.90
Mar-25 09.4.2025 r.brown- re drivers mileage 105 £67.95 £67.95
Apr-25 9.04.2025 Zurich Insurance- K. Suton 104 £99.15 £99.15
Apr-25 30.5.2025 r.brown- re drivers mileage 106 £63.45 £63.45
May & June 25 2.7.2025 r. brown drivers mileage + lotery fee 107 £186.50 £166.50 £20.00
Jul-25 29.08.2025 r brown - july drivers mileage 108 £74.25 £74.25
Aug-25 12.09.2025 r brown -aug drivers mileage 109 £99.00 £99.00
Sep-25 25.10.2025 r brown -sept drivers mileage 110 £67.50 £67.50
Oct-25 6.11.2025 r brown -oct drivers mileage 111 £84.60 £84.60
cancelled - error on cheque 112 £0.00
Nov-25 11.12.2025 r brown-nov drivers mileage 113 £67.05 £67.05
Dec-25 13.01.2026 r brown-dec drivers mileage 114 £62.55 £62.55
£1,124.85# £0.00 £942.75 £0.00 £20.00 £99.15 £0.00 £0.00 £62.95
£1,124.85

Bank Reconciliation -December 2025

Account No.
Statements as at 31.12.2025
54246618
Statements as at 31.12.2025
53892828
Pety Cash (paid in Bank Jan 26)
Cash at Bank and in Hand
no cheques outstanding - jan 25 only
£2,904.04
£19.80
£2,923.84
£20.00
£2,943.84

COURT THORN PATIENT PARTICIPATION GROUP - CHARITY NO. 1206720

BALANCE SHEET AS AT 31.12.2025
Fixed Assets
Current Assets
Cash at Bank and in Hand
Current Liabilites
Creditors
NET ASSETS
PER INCOME & EXPENDITURE AS AT 31.12.2025
£
£0.00
£2,943.84
£62.55
£2,881.29
£2,881.29