CALDBECK SURGERY CHARITABLE FUND
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
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.
What the accounts disclose
“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
Register events
- Received assets from another charity (27/07/2021)
Trustees
- Michael Bohlingchair
- ANNE CARTMELL
- DOREEN GLEED
- Jean Dickinson
- Judith Lesley Kent
- MARJORIE WATSON
- Trevor Green Mr
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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.