CALDBECK SURGERY CHARITABLE FUND

Registered charity 1010398 · accounts filings on the Charity Commission register

Provision of grants, equipment and services for the patients of the Caldbeck Surgery and others in the locality.

Objects

TO RELIEVE SUFFERING AND PRESERVE AND SAFEGUARD THE HEALTH OF ALL PERSONS BY THE PURCHASE OF MEDICAL EQUIPMENT DRESSINGS, DRUGS, AND SERVICES NOT NORMALLY PROVIDED BY THE NATIONAL HEALTH SERVICE FOR THE BENEFIT OF PATIENTS OF CALDBECK SURGERY AND OTHERS

Area of benefit: CALDBECK AND DISTRICT

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: The Advancement Of Health Or Saving Of Lives · Disability · website · Get email alerts

Latest income
£5k
Latest spending
£8k
Registered
1992
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a surplus of £36,242.44 for the year ended 31 March 2025, driven primarily by a legacy from Edith Richardson. Total receipts amounted to £40,954.94, while total payments were £4,712.50, resulting in current balances of £48,861.19. The trustees note that reserves are maintained to support a medium to long term funding strategy.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: equivalent to the last three years charitable expenditure (held: £49k)
“Our Reserves Policy is equivalent to the last three years charitable expenditure which wilt be reviewed annually (i.e. all grant expenditure which is £16k)” — page 2
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Register events

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Cumbria

Income and spending

Financial year endIncomeSpending
31/03/2026£5k£8k
31/03/2025£41k£5k
31/03/2024£4k£7k
31/03/2023£8k£5k
31/03/2022£4k£3k

Common questions

Is CALDBECK SURGERY CHARITABLE FUND financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a surplus of £36,242.44 for the year ended 31 March 2025, driven primarily by a legacy from Edith Richardson. Total receipts amounted to £40,954.94, while total payments were £4,712.50, resulting in current balances of £48,861.19. The trustees note that reserves are maintained to support a medium to long term funding strategy. Its FY2025 accounts were independently examined.