Finance Score: -13

Governance Score: -4

Support Score: 0

Accounts overdue -5
Accounts filed more than 5 days late: -3 times
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
All male board: -3

No supporters identified

Overall GiG Score: -17

HOLMWOOD/MORLAND HEALTHCARE TRUST

PROVIDING AND ASSISTING IN PROVISION OF FACILITIES,SUPPORT,EQUIPMENT AND EDUCATION FOR THE PATIENTS OF THE HOLMWOOD AND MORLAND SURGERIES IN TADLEY

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing and returns have been filed late on 3 occasions over the last 5 years
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
30/06/22	*	£1	£5	£-3	n/a	n/a	n/a	n/a	n/a
30/06/21		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
30/06/20		£3	£0	£3	n/a	n/a	n/a	n/a	n/a
30/06/19	*	£3	£5	£-3	n/a	n/a	n/a	n/a	n/a
30/06/18	*	£1	£11	£-11	£0	£0	£0	n/a	0
30/06/17		£0	£10	£-9	£0	£0	£0	n/a	0
30/06/16		£3	£6	£-3	£0	£0	£0	n/a	0
30/06/15		£1	£12	£-11	£0	£0	£0	n/a	0
30/06/14		£2	£3	£-1	£0	£0	£0	n/a	0
30/06/13		£8	£7	£2	£0	£0	£0	n/a	0
30/06/12		£6	£25	£-19	£0	£0	£0	n/a	0
30/06/11		£14	£13	£1	£0	£0	£0	n/a	0
30/06/10	*	£64	£27	£37	£0	£0	£0	n/a	0
30/06/09		£12	£13	£-2	£0	£0	£0	n/a	0
30/06/08		£5	£3	£2	£0	£0	£0	n/a	0
30/06/07	*	£22	£0	£22	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 17 years

01189814166

Charity Commission for England and Wales

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Poverty relief

How it operates

Other charitable activities

Where it operates

Bracknell Forest, Hampshire, Reading, Slough, West Berkshire, Windsor And Maidenhead, Wokingham,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Gender Split

DR STEPHEN JOHN COLLEY

KENNETH ALBERT JOHN HEFFERMAN

DR DAVID ROBERT NEWMAN, Occupation: General Practitioner, Other trusteeship: ARK MEDICAL TRUST,

Legal constitution

Charity registered in England & Wales on 15/12/2006, number: 1117266

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

16 returns made; AR22: 166 days late, AR19: 328 days late, AR18: 119 days late, AR10: 155 days late, AR07: 115 days late,

Main office

HOLMWOOD HEALTH CENTRE
FRANKLIN AVENUE
TADLEY
RG26 4ER

Objectives

TO PRESERVE AND PROTECT THE HEALTH OF PATIENTS OF THE HOLMWOOD SURGERY BY PROVIDING AND ASSISTING IN THE PROVISION OF FACILITIES, SUPPORT SERVICES AND EQUIPMENT NOT NORMALLY PROVIDED BY THE STATUTORY AUTHORITIES. TO ADVANCE THE EDUCATION OF THE PUBLIC IN HEALTH CARE BY THE PROVISION OF LECTURES, FORA AND BY THE PUBLICATION OF NEWSLETTERS DEVOTED TO HEALTHCARE.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE BERKSHIRE AND HAMPSHIRE

Data Sources