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2024-12-31-accounts

The Bishopse of Guildford’sa , Foundationwe

The Bishop of Guildford’s Foundation (the Charity) is also known by its working name The Bishop of Guildford’s Communities Fund

Trustees’ Report, Independent Examiner’s Report and Accounts

For the period 1% January 2024 to 315t December 2024

Charitable incorporated organisation Registered Charity No. 1017385

Registered office: Willow Grange, Woking Road, Guildford GU4 70S

Trustees’ , report

For the period 1* January 2024 to 31° December 2024

Trustees

The Charity’s Trustees during the period were:

Rt Revd Andrew Watson Bishop of Guildford and Chair of Trustees Andrew Carvell Treasurer Louise Kenyon Secretary Chloe Benson Appointed as a Trustee on 17" June 2024. Resigned as a Trustee on 3 October 2024 Michael Bishop Resigned as a Trustee on 17 June 2024 Deborah Harrison Resigned as a Trustee on 25" April 2024 Revd Claire Isherwood Richard Peters Ebert Spreeth

Structure, governance and management

The Charity is a Charitable Incorporated Organisation (CIO) governed by a Constitution based on the Charity Commission’s Foundation model constitution.

The Trustees manage the affairs of the CIO and exercise its powers. The eligibility, appointment, term, retirement and removal of Trustees are governed by the Constitution. There must be between three and twelve Trustees.

Decisions are taken either at a meeting of the Trustees when a quorum is present with the Trustee chairing the meeting have a casting vote or by resolution in written or electronic form by agreement of a majority of all of the Trustees. The Trustees meet as and when required, typically three times per year.

The members of the Charity are its Trustees and the only persons eligible to be members of the Charity are its Trustees. The members meet from time to time or agree by resolution in writing to make those decisions which must be made by the members of the CIO.

Charitable objects and activities

The Charity advances such charitable purposes as the Trustees see fit from time to time, in particular, but not limited to, relieving poverty, advancing education and advancing the Christian religion, for the benefit of people in the Diocese of Guildford (the Diocese). The Charity makes grants for activities initiated by Church of England churches in the Diocese or for activities initiated by persons and entities in partnership with those churches. The Charity receives donations from parishes in the Diocese and from individuals. It raises funds by carrying out fundraising activities.

The Charity provides benefit to the general public by seeking to achieve the Charity’s objects through providing grants. The Trustees confirm they have consulted the Charity Commission’s general guidance on public benefit when reviewing the objects and activities of the Charity, and when planning future activities and making grants.

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Payments including grants made by the Charity

Payments in the current period were £26,809 (previous period £15,391). During the period the Charity made 16 grants totalling £26,270 (previous period 3 grants totalling £13,250). These were 8 larger grants totalling £22,500 and 8 small grants totalling £3,770. These grants were to support community projects. There are more details about projects supported by the Charity at www.cofeguildford.org.uk/how-the-money-has-helped/

The difference in grants between the periods is attributed to three main reasons. First, because of the change in accounting date, the current period was twelve months compared to the previous period being nine months. Second, a larger number of organisations requested grants in the current period possibly due to greater awareness of the Charity. Third, the Charity began offering small grants of up to £500. This small grants programme was the Trustees’ response to the changing nature of requests and to broaden the Charity’s reach and impact.

There were fundraising and administration costs of £539 (previous period £249).

Receipts

Receipts in the current period were £29,600 (previous period £15,524). These receipts included donations of £22,737 (previous period £8,900), Lent Appeal £4,876 (previous period £1,379), The Bishops’ Camino £1,332 (previous period Walk the Wey £2,390), and interest receipts of £655 (previous period £276).

The increase in donations is due to the current period being twelve months compared to the previous period being nine months, and an increase in the number and size of donations made by churches in the Diocese and by individuals to the Charity. The increase in the proceeds from the Bishop of Guildford’s Lent Appeal is in part because the proceeds of his 2024 Appeal were all donated to the Charity, whereas in 2023 the proceeds were split between the Charity and two other charities.

Cash funds

Cash funds at the end of the period were £37,090 (previous period £34,299). The increase of £2,791 was due to receipts exceeding payments.

Reserves policy

The Reserves policy is that the Charity maintains reserves so that it should be able to carry on its charitable activities meeting requests for grants and its costs, both expected and unforeseen, for a 12 month period even if donations to the Charity are significantly reduced or it is not successful in carrying out fundraising activities.

The Trustees regularly monitor the level of reserves and the reserves policy. They consider whether the level of reserves is supporting the Charity to operate effectively; whether the level of reserves is in line with the policy; and whether to update the reserves policy.

Reserves

The Charity’s reserves at the current period end are £29,090. The reserves are the Charity’s cash funds less the Charity’s liabilities. These are £8,000 of grants committed by the Trustees that are unpaid at the current period end. At the prior period end, the Charity’s reserves were £34,299.

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Community Foundation for Surrey

In 2018, when the Charity ceased its partnership with the Community Foundation for Surrey (CFS), the Community First Endowment Fund held by CFS in the name of the Charity could not legally be transferred to the Charity. The Endowment Fund continues to be managed by the CFS trustees. Income from the Endowment Fund less a contribution to CFS costs is accumulated in a Bishop of Guildford’s Foundation Grants Fund held by CFS. The CFS trustees make grants from this fund. CFS seeks input from the Charity about grants from this fund.

As at 31% December 2024, the Endowment Fund had a balance of £120,446 (prior period £109,527) and the Grants Fund had a balance of £1,068 (prior period £2,275). During the period one grant of £2,500 was made by CFS (previous period, no grants).

Declaration

The Trustees declare that they have approved the trustees’ report and accounts.

Signed on behalf of the Charity’s Trustees

won Cade[pest] [ (nl] Name Andrew Watson Andrew Carvell Position Bishop of Guildford Honorary Treasurer Chair of Trustees _ (Z 2025 Date i2| ARAS

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Independent examiner’s report

to the Trustees of The Bishop of Guildford’s Foundation (Registered Charity No. 1017385) on the accounts for the period 1° January 2024 to 31* December 2024

| report to the Trustees on my examination of the accounts of the Charity for the period ended 31° December 2024 as set out on pages 6 to 9.

As the Trustees of the Charity, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

| report in respect of my examination of the Charity’s accounts carried out under section 145 of the Act and in carrying out my examination, | have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

| have completed my examination. | confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

| have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signature

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[live ,
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Name

Relevant professional qualifications

Address

lan Durrant

Chartered Accountant, CA(SA)

182 New Road, Chilworth, Guildford GU4 8LX

Date 12 June 2025

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Receipts and payments accounts For the period 1 January 2024 to 31 December 2024

Receipts and payments

Receipts and payments
Note Current period Priorperiod
1 Jan 2024to 6 April 2023 to
31 Dec 2024 31 Dec 2023
fs fs
Receipts 1 29,600
$5Soe
Payments 3 (26,809) (15,391)
Netofreceiptsand payments 2,791 4330
Cash funds prior period end 34,299 34,166
Cashfundscurrent periodend 5 37,090 34,299
Statement ofassets and liabilities attheend ofthe period
Current period Prior period
end end
31 Dec 2024 31 Dec 2023
£s £s
ee
Assets
Cash funds
Cash 90
Local giving 5
Lloyds bank 24,108 21,876
CCLA 12,982 12,328
Totalcashfunds «37,090 ~—sti‘(i«w”#*«S «SS
Liabilities
Grants notyet paid (8,000) 0
Totalliabilities (8,000) a,a

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Notes to the accounts

Note Current period Prior period
1Jan 2024to 6 April 2023 to
31 Dec 2024 31 Dec 2023
fs £s
a OO
Note 1: Receipts
Donations, including gift aid 22,737 8,900
Fundraising 2 6,208 3,769
Interest 655 276
29600 2—St—~<“C«~*«‘«CN;«S
Returned grant 1,200
50% of Lent appeal 2023 receipts on 1,379
behalf ofChristian Aid and Tear Fund
Total receipts 29,600 45,524
Note 2: Fundraising
Lent appeal 4,876 1,379
The Bishops’ Camino /Walk theWey 1,332 2,390
6208 —s—~«SS
Note 3: Payments
Grants paid 4 (26,270) (13,250)
Fundraising costs (439) (249)
Administration (100) 0
~(26,809) (13,499)
Payment of50% of Lent appeal 2023 (1,892)
receipts to Christian Aid and Tear Fund
Totalpayments (26,809) (15,391).

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|||||||| |---|---|---|---|---|---|---| |Note|Current|period|Prior|period| |1 Jan|2024 to|6|April|2023|to| |31|Dec|2024|31|Dec|2023| |£s|fs| |Note|4:|Grants|paid| |Cove|(4,500)| |St|Pauls|Addlestone|(4,000)| |St|Marys|East|Molesey|(3,500)| |St John|the|Baptist|Egham|(3,000)| |MASCOT Sheerwater|(2,500)| |St Johns|Stoke|(2,000)| |St|Pauls|Dorking|(2,000)|(4,000)| |St|Francis|Westborough|(1,000)| |Small|grants| |Badshot|Lea &|Hale|Friday|Night|Games| |Club|(500)| |Leatherhead,|Play Café|(500)| |St Johns|Merrow|(500)| |St|Mary|the|Virgin,|Chessington|(500)| |St|Marys|East|Molesey|(500)| |St|Marys|Holmwood|(500)| |St|Mary's|Camberley|(500)| |Bisley|Hear|Here|(270)| |St|Peters West|Molesey| |Love|Your|Neighbour,|St|Mary|East| |Molesey| |PAIS,|St|Peter West|Molesey|(5,250)| |Love|Your|Neighbour,|St|Mary|East|(4,000)| |Molesey| |Total grants|(26,270)|(13,250)|

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Note 5: Cash funds

Cash funds at the period end are:

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Note 6: Reserves

The Charity’s reserves are its unrestricted funds that are freely available to spend on the Charity's purposes. The Charity’s funds are its cash funds, together with its other monetary assets and investments less any liabilities, for example, grants committed by the Trustees that are unpaid at the period end. All the Charity’s funds are unrestricted.

Current period Prior period Prior period
end end
31 Dec 2024 31 Dec 2023
fs fs
Cashfunds 37,090 34,299
Grants notyet paid (8,000) 0
Reserves 29,090 34,299

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