Finance Score: -5

Governance Score: 2

Support Score: 10

Accounts filed more than 5 days late: -2 times
Volatile income: -3
No PartB

No conflicts policy: -1
Gender balanced board: +3

Large volunteers +5
Grant maker support: +5

Overall GiG Score: 7

ROSELAND SURGERIES PATIENTS GROUP

The Charity has been established for the preservation, protection and promotion of good health amongst the patients registered with The Roseland Surgeries, Cornwall, by providing information and equipment together with social activities to reduce isolation.

Analysis by Giving is Great

Positives:

This charity has been very successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy

Financial issues to consider:

This Charity has changed registration and some of the financial and donation history pertains to the previous entity
A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 2 occasions over the last 5 years and the current period appears to have been extended
There has been a change of accounting period recently, so trends may be hard to determine
Income has been volatile recently

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
04/04/23?	*	£18	£9	£9	n/a	n/a	n/a	n/a	n/a	12
04/04/21		£89	£73	£17	n/a	n/a	n/a	n/a	n/a	8
04/04/20		£32	£15	£17	n/a	n/a	n/a	n/a	n/a	12
04/04/19		£19	£7	£13	n/a	n/a	n/a	n/a	n/a	10
04/04/18	*	£2	£3	£-1	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 3 years

www.roselandsurgeries.co.uk

roselandtogether@gmail.com

01872580345

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
The Advancement Of Health Or Saving Of Lives

How it operates

Provides advocacy/advice/information
Provides other finance
Sponsors or undertakes research

Where it operates

Cornwall,

Who works here?

Unknown number of employees
12 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
DCMS - Coronavirus Community Support Fund
£50,000	03/07/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
National Lottery Community Fund - RSPG Community Co-ordinator
£60,000	17/12/2019 48	Funding will be used for a community coordinator who will act as a link between surgery patients and the wider community and other support services. The funding will promote good health and ....more Funding will be used for a community coordinator who will act as a link between surgery patients and the wider community and other support services. The funding will promote good health and wellbeing in the community by providing information, advice and support about health related matters and services.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

DAVID CALTON Appointed: 2022

LORNA HELEN COUCH Appointed: 2021

ROSEMARY LYNN EDWARDS Appointed: 2023

Legal constitution

Charity registered in England & Wales on 05/11/2021, number: 1196429

Gift Aid

NOT registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

5 returns made; AR23: 50 days late, AR18: 16 days late,

Recent reorganisation events:

Asset transfer in from ROSELAND SURGERIES PATIENTS GROUP on 05/04/2022

Main office

PRACTICE MANAGER
THE ROSELAND SURGERIES
GERRANS HILL
PORTSCATHO
TRURO
TR2 5EE

Objectives

THE OBJECTS OF THE CIO ARE THE PRESERVATION, PROTECTION AND PROMOTION OF GOOD HEALTH AMONGST THE PATIENTS REGISTERED WITH THE ROSELAND SURGERIES, CORNWALL (“THE SURGERY”) BY: I) PROVIDING INFORMATION, ADVICE AND SUPPORT AND ENCOURAGING PATIENTS TO TAKE RESPONSIBILITY FOR THEIR AND THEIR FAMILY’S HEALTH II) ARRANGING ASSISTANCE WITH TRAVEL TO AND FROM THE SURGERY FOR THOSE WITHOUT THEIR OWN TRANSPORT OR WHO ARE UNABLE TO ACCESS PUBLIC TRANSPORT III) PROVIDING EQUIPMENT OVER AND ABOVE THAT PROVIDED FROM STATUTORY MEANSIV) ORGANISING SPECIAL HEALTH EVENTS AND SOCIAL EVENTS TO REDUCE ISOLATION V) PROVIDING THE SURGERY WITH AN INSIGHT FROM THE PATIENT PERSPECTIVE ON THE QUALITY OF ITS SERVICES INCLUDING COMMUNICATION WITH AND SURVEYS OF THE PATIENTS WHERE APPROPRIATE.

Data Sources