Finance Score: -5

Governance Score: -11

Support Score: 0

Multiple Deficits and declines: -5
No PartB

No volunteer policy: -2
No conflicts policy: -1
Very static board: -5
All male board: -3

Large volunteers +3

Overall GiG Score: -13

THE ABBOTTSWOOD FUND

The charity supports the promotion of healthcare to the people of Pershore

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
This charity does not have a Conflict of Interests policy
The Board is completely male
The Board composition appears to be very static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/22	£22	£40	£-18	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21	£40	£91	£-51	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20	£19	£53	£-34	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19	£26	£34	£-8	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18	£25	£16	£9	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17	£1,003	£81	£922	£0	£931	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 8 years

01386552424

Charity Commission for England and Wales

Listed activities

Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes grants to organisations
Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Worcestershire,

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 51-81

DAVID JOHN CAVE Appointed: 2016, Occupation: Company Chairman

DR CRAIG EMBLEY Appointed: 2016, Occupation: Gp

DR FELIX JACQUES BORCHARDT Appointed: 2016, Occupation: None

DR PETER EVANS Appointed: 2016, Occupation: Gp

MICHAEL ANTHONY JONES Appointed: 2016, Occupation: Property Developer

Legal constitution

Charitable company registered in England & Wales on 14/12/2016, number: 1170758
Registered at Companies House on 09/11/2016, number: 10470041

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

6 returns made; all on time

Main office

ABBOTTSWOOD MEDICAL CENTRE
DEFFORD ROAD
PERSHORE
WR10 1HZ

Objectives

TO PRESERVE AND PROTECT THE HEALTH OF PATIENTS OF THE MEDICAL PRACTICE KNOWN AS ABBOTTSWOOD MEDICAL CENTRE (AND ANY SUCCESSOR MEDICAL PRACTICE OR PARTNERSHIP) AND SUCH OTHER SECTION OF THE PUBLIC AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION AND FROM TIME TO TIME SELECT, INCLUDING BY PROVIDING AND ASSISTING IN THE PROVISION OF FACILITIES, SUPPORT SERVICES AND EQUIPMENT AND THE EDUCATION AND TRAINING OF DOCTORS, NURSES, OTHER MEMBERS OF STAFF OF THE ABBOTTSWOOD MEDICAL CENTRE, OTHER HEALTH PROFESSIONALS, STUDENTS PURSUING (OR WHO WISH TO PURSUE) A CAREER IN PUBLIC HEALTH AND OTHERS INVOLVED IN PUBLIC HEALTH WHICH ARE NOT NORMALLY PROVIDED BY THE STATUTORY AUTHORITIES.

Data Sources

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