BARNT GREEN MEDICAL TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 21 May 2019
Removed: Not supplied
Financial period: 1 June 2024 – 31 May 2025
Latest income: £150,000
Latest expenditure: £258,237
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: Yes

Public contact address: BARNT GREEN SURGERY, 82 HEWELL ROAD, BARNT GREEN, BIRMINGHAM, B45 8NF

02 Activities

What the charity does

TO RELIEVE SICKNESS AND TO PRESERVE THE HEALTH OF THE PATIENTS OF BARNT GREEN SURGERY AND OTHERS LIVING WITHIN 3 MILES OF THE SURGERY BY PROVIDING OR ASSISTING IN THE PROVISION OF EQUIPMENT, FACILITIES AND SERVICES ANCILLARY TO THOSE PROVIDED BY THE SURGERY; TO RELIEVE THOSE INDIVIDUALS AS ABOVE WHO ARE SICK, CONVALESCENT, DISABLED, HANDICAPPED, INFIRM OR IN CONDITION OF NEED, HARDSHIP OR DISTRESS

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 June 2024
Fin Period End Date: 31 May 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 March 2026
Date Annual Return Received: 25 February 2026
Date Accounts Received: 25 February 2026
Total Gross Income: £150,000
Total Gross Expenditure: £258,237

Fin Period Start Date: 1 June 2023
Fin Period End Date: 31 May 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 March 2025
Date Annual Return Received: 20 March 2025
Date Accounts Received: 20 March 2025
Total Gross Income: £101,798
Total Gross Expenditure: £9,942

Fin Period Start Date: 1 June 2022
Fin Period End Date: 31 May 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 March 2024
Date Annual Return Received: 26 March 2024
Date Accounts Received: 26 March 2024
Total Gross Income: £1,798
Total Gross Expenditure: £10,573

Fin Period Start Date: 1 June 2021
Fin Period End Date: 31 May 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 March 2023
Date Annual Return Received: 21 March 2023
Date Accounts Received: 21 March 2023
Total Gross Income: £1,798
Total Gross Expenditure: £8,692

Fin Period Start Date: 31 March 2020
Fin Period End Date: 31 May 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 March 2022
Date Annual Return Received: 21 January 2022
Date Accounts Received: 21 January 2022
Total Gross Income: £26,922
Total Gross Expenditure: £8,296

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 June 2024
Fin Period End Date: 31 May 2025
Ar Due Date: 31 March 2026
Ar Received Date: 25 February 2026
Total Gross Income: £150,000
Total Gross Expenditure: £258,237
Grant Making Is Main Activity: Yes
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: 5

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 June 2023
Fin Period End Date: 31 May 2024
Ar Due Date: 31 March 2025
Ar Received Date: 20 March 2025
Total Gross Income: £101,798
Total Gross Expenditure: £9,942
Grant Making Is Main Activity: Yes
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: 5

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 June 2022
Fin Period End Date: 31 May 2023
Ar Due Date: 31 March 2024
Ar Received Date: 26 March 2024
Total Gross Income: £1,798
Total Gross Expenditure: £10,573
Grant Making Is Main Activity: Yes
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 June 2021
Fin Period End Date: 31 May 2022
Ar Due Date: 31 March 2023
Ar Received Date: 21 March 2023
Total Gross Income: £1,798
Total Gross Expenditure: £8,692
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: 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: 31 March 2020
Fin Period End Date: 31 May 2021
Ar Due Date: 31 March 2022
Ar Received Date: 21 January 2022
Total Gross Income: £26,922
Total Gross Expenditure: £8,296
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

05 Official extract

Charity Area Of Operation

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

06 Official extract

Charity Classification

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 104
Classification Type: What
Classification Description: Disability

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: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

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

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

07 Official extract

Charity Event History

Charity Name: BARNT GREEN MEDICAL TRUST
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2019-05-21T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CIO - FOUNDATION Registered 21 May 2019
Charitable Objects: 1. TO RELIEVE SICKNESS AND TO PRESERVE THE HEALTH OF THE PATIENTS OF BARNT GREEN SURGERY, BARNT GREEN AND OTHER PEOPLE LIVING WITHIN 3 MILES OF BARNT GREEN SURGERY, BARNT GREEN, BY PROVIDING OR ASSISTING IN THE PROVISION OF EQUIPMENT, FACILITIES AND SERVICES ANCILLARY TO THOSE PROVIDED BY THE SURGERY AND/OR STATUTORY AUTHORITIES; AND2. TO RELIEVE, EITHER GENERALLY OR INDIVIDUALLY, PATIENTS OF BARNT GREEN SURGERY, BARNT GREEN AND OTHER PEOPLE LIVING WITHIN 3 MILES OF BARNT GREEN SURGERY, BARNT GREEN, WHO ARE SICK, CONVALESCENT, DISABLED, HANDICAPPED, INFIRM OR ARE IN CONDITION OF NEED, HARDSHIP OR DISTRESS.

09 Official extract

Charity Policy

Policy Name: Complaints handling

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Conflicting interests

Policy Name: Risk management

Policy Name: Safeguarding policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Investing charity funds policy and procedures