HOLTS HEALTH CENTRE FUND — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 6 January 1986
Removed: Not supplied
Financial period: 1 January 2025 – 31 December 2025
Latest income: £265,528
Latest expenditure: £286,452
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: 46 Lakeside, NEWENT, Gloucestershire, GL18 1SZ

02 Activities

What the charity does

This charity is for the benefit of patients of the Holts Health Centre medical practice and the staff whom look after them. We welcome personal applications as well as liaising with the staff of the practice. E.g. we will purchase or make a contribution to equipment, or pay for services that are not available on the NHS.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 October 2026
Date Annual Return Received: 10 July 2026
Date Accounts Received: 10 July 2026
Total Gross Income: £265,528
Total Gross Expenditure: £286,452

Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 October 2025
Date Annual Return Received: 21 October 2025
Total Gross Income: £16,442
Total Gross Expenditure: £22,874

Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 October 2024
Date Annual Return Received: 30 October 2024
Date Accounts Received: 30 October 2024
Total Gross Income: £165,705
Total Gross Expenditure: £30,350

Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 October 2023
Date Annual Return Received: 28 July 2023
Total Gross Income: £20,177
Total Gross Expenditure: £26,300

Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 October 2022
Date Annual Return Received: 20 October 2022
Total Gross Income: £22,033
Total Gross Expenditure: £35,519

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Due Date: 31 October 2026
Ar Received Date: 10 July 2026
Total Gross Income: £265,528
Total Gross Expenditure: £286,452
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 21 October 2025
Total Gross Income: £16,442
Total Gross Expenditure: £22,874
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 30 October 2024
Total Gross Income: £165,705
Total Gross Expenditure: £30,350
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 28 July 2023
Total Gross Income: £20,177
Total Gross Expenditure: £26,300
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 20 October 2022
Total Gross Income: £22,033
Total Gross Expenditure: £35,519
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Herefordshire
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Gloucestershire
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

07 Official extract

Charity Event History

Charity Name: HOLTS HEALTH CENTRE FUND
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1986-01-06T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: DECLARATION OF TRUST DATED 14 NOVEMBER 1985 as amended on 04 Aug 2025
Charitable Objects: THE ADVANCEMENT OF MEDICINE, THE PROTECTION OF HEALTH AND THE RELIEF OF SICKNESS, PAIN AND DISTRESS.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Policy

Policy Name: Risk management

Policy Name: Investment

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Investing charity funds policy and procedures