2025-03-31-accounts

SINCE Annual Report and Financial Statements For the year ending 31st March 2025 Bernard Sunley Foundation

Annual Report Bernard Sunley Foundation

Annual Report Contents Annual Report 4 Registered Office and Board of Trustees 5 Advisors to the Foundation 6 Structure, Governance and Management 7 Objectives and Activities 8 Achievements and Performance 18 Investments and Financial Review 20 Statement of Trustees, Responsibilitie5 21 Independent Auditor's Report to the Trustees of the Bernard Sunley Foundation 26 Large and medium grants 32 Small grants 38 Grant payments made Financial Statements 44 Statement of Financial Activities 45 Balance Sheet 46 Cash Flow Statement 47 Accounting Policies 49 Notes to Financial Statements Bernard Sunley Foundatlon

Annual Report Registered Office and Board of Trustees Registered Office Bernard Sunley Foundation Green Park House 15 Stratton Street London WIJ 8LQ Board of Trustees and Directors Mrs Anabel Knight (Chairman) Mrs Bella Sunley MBE Dr Brian W Martin Mrwilliam Tice FRCS Mr Inigo Paternina Mr5 Lucy Evans Director Ms Sue Davies Bernard Sunley Foundation

Annual Report Advisors to the Foundation Auditors Azets 2nd Floor, Regis House 45 King William Street London EC4R 9AN Investment Managers Barwood Capitsl Limited Grafton House Pury Hill Business Park Towcester Northamptonshire NN12 7LS CCLA Investment Management Limited l Angel Lane London EC4R 3AB Bankers C. Hoare & Co 37 Fleet Street London EC4P4DQ Fundsmith LLP 33 Cavendish Square London WIG OPW Blackrock Advisors (UK) Limited 12 Throgmorton Avenue London EC2N 2DL FF&P Private Equity Limited 15 Suffolk Street London SWIY4HG Bernard Sunley Foundation

Annual Report Structure, Governance and Management The Bernard Sunley Foundation is a family grant making foundation. It was founded on 28th July 1960 by property developer Bernard Sunley (1910-1964) who pledged £300,000 worth of shares in his property company, the Bernard Sunley Investment Trust, to establish the charity. History Bernard Sunley w35 a pioneer in the post-war reconstruction of Britain and an entrepreneur in the legendary mould. Throughout Bernard's career, his wife Mary was a formidable figure in the background and she played an important role in his success. Together they worked as a team to build the three financial mainstays in Bernard's life: his company, Blackwood Hodge. the Bernard Sunley Investment Trust and ultimately, his most enduring legacy, the Bernard Sunley Foundation. The day to day running of the Foundation is delegated to the Director and a small team. The Director reports to the Trustees. A number of the founder's grandchildren and great grandchildren also attend the Trustees, meetings to contribute to the discussion about grant giving and carry out site visits to potential grantees on behalf of the Foundation. Finance Committee A Finance Committee advises the board on financial and investment policy. The Committee monitors the performance of the portfolio along with the Trustees, investment advisers and makes appropriate changes. The Committee also monitors the internal financial controls, advises the Board on the appointment of auditors and assesses any potential risks and mitigation. Trustee Board The Foundation retains a strong link to its founder and founding principles. The work of the Foundation continues with the same commitment under the chairmanship of Bernard Sunley s granddaughter, Anabel Knight. She is supported by a dedicated Board of five Trustees. the majority of whom are family members. Governance The Trustees are Bernard Sunley's daughter, Bella Trustees are ever mindful of the importance of Sunley. grandsons William Tice and Inigo Patemina and good governance. The board refers to the Charity non family members Brian Martin and Lucy Evans. Commission's guidance on best practice, the Charities Act 2022 and the Good Governance Code. Trustees are appointed by the Board of Trustee5 and serve for three years. after which they may seek re- election. Trustees are recruited through nomination to the Board by existing Trustees and are drawn from the family and those suitably qualified who would bring appropriate experience to the Board. The Trustees meet three times a year. Bernard Sunley Foundation

Annual Report Objectives and Activities The Foundation is a capital funder and supports charities across England and Wales that make a real difference to peoples, lives. Grants are made across four funding categories: Community, - Jucatic -, Health and - ocial Welfare. The small grants are agreed by Trustees on a monthly basis and form the majority of the Foundation's grant giving. There are three levels of grants. The Foundation is an unrestricted grant giver and does not request that charities have raised a certain percentage of their target before pledging a grant. Large £25,OCQ and above Medium Up to £20.1X Trustees tend not to fund charities with an annual income of over £10 million as they prefer to support smaller organisations where funding can have more of an impact. Neither do they fund projects that cost less than £10,000. Small £5,1JX) and under The Foundation maintains a rolling programme and accepts grant applications all year round. The large and medium grants are considered and agreed upon at the three annual Trustees, meetings. Where Trustees award large grants, either the Foundation has been involved with the charity over a prolonged period or the project has been visited and discussed in detail at the Trustees, meetings. Bernard Sunley Foundation

Annual Report Achievements and Performance The Foundation has awarded over £140 million in grants since it was established in 1960. This year, the Foundation made 380 grants totalling £4.860 million. The amounts awarded per category were: Social Welfare £743k Total amount awarded Community £961k £4.860m £2.205m FdiJr.Atinn £951k The amounts pledged were: Large £2.504m Medium £1.275m Small £1.081m Bernard Sunley Foundation

Annual Report Achievements and Perforr i iaiice Grants Approved by Geographical Area. The map shows the regional break down of the 380 grants made by the Foundation this year. Yorkshi￿& Humber East Midlands Wem Midland5 Ea5tof England 13. Other IUK wide. England & Wales, England, Overseas): 3% 20. Bernard Sunley Foundation

Annual Report fj.chieve￿entS & Performance Community This is the Foundation's largest funding category with £2.205m awarded this year across 200 grants. This equates to 45% of the Foundation's overall grant giving. The projects supported are those that make a positive contribution to their neighbourhood and create a sense of belonging. These projects provide greater opportunities for families, the elderly. young people and children to get involved in sport, fitness, social activities and organised outings. Grants are awarded to churches for improvements that benefit the wider community. Grants are awarded across seven funding areas: Churches Community Centres Rescue Service5 Sport Uniformed Groups Village Halls Youth Clubs Amounts awarded to each funding area Youth Clubs £75k Churches £343k Village Halls £389k Tot31 amount awarded Community Centres £2.205m £390k Uniformed Groups £285k Sport £723k Bernard Sunley Foundation io

Achievements & Performance Annual Report Case Study - Community I IK <ailing AradArpv Purchase and refurbishment of Victoria Barracks The Foundation pledged a £5ok large grant to the UK Sailing Academy (UKSA). The grant will be used to refurbish and fit out the newly purchased premises to create a day activity centre. About this project Expanding access to maritime education and outdoor learning UKSA. a youth sailing and maritime training charity based on the Isle of Wight. is transforming the historic Victoria Barracks in East Cowes into a dedicated day activity centre. Category Community Funding area Sport The charity currently operates from a riverside site in Cowes and has outgrown its facilities due to rising demand. UKSA will operate all of its Water sports and sailing courses from the new Barracks slte and use its original site for accommodation and to build up its maritime training and education work. Level of grant Large Grant awarded £50k Project cost £2.3m Last year, UKSA supported nearly 7.000 schoolchildren and trained 2,300 students. With this expansion, they will be able to increase their reach even further. creating space for up to 3,600 additional children to experience high quality outdoor learning. Young people on an outdoor learning programme Building works at Victoria Barracks Bernard Sunley Foundation li

Annual Report Ac.hievpments & Performance Education The Foundation awarded £951k this year across 61 grants. This equates to 20% of the Foundation's overall grant giving. The Foundation supports learning experiences and life skills for children and young adults particularly those from disadvantaged backgrounds or those with disabilities or special needs. Grants are given that enable outdoor learning. countryside and farm visits where children have the opportunity to be active and try new pursuits. Grants are awarded across seven funding areas: Arts Countryside Literacy Mainstream Schools/Universities Music Outdoor Learning Special Needs Schools/Colleges Amounts awarded to each funding area Special Needs Schools/Colleges £285k Arts £408k Tot31 amount awarded £951k Outdoor Learning £115k Countryside Musi £15k £100k Mainstream Schoolsluniversities £28k Bernard Sunley Foundatlon 12

Achievements & Performance Annual Report Case Study - Education The Qrphai Is Centre Truc+ A safer and more welcoming entrance The Foundation awarded a £15k medium grant to the Orpheus Centre, a specialist independent college in Surrey for young disabled adults. The grant was used to refurbish the reception area to create a more welcoming entrance for students, staff, volunteers and visitors. About this project Improving accessibility at the heart of the college The old reception area was cramped, outdated and challenging for wheelchair users and others with mobility issues. In addition, the space was not comfortable for the volunteers who help to run the reception desk, some of whom also have disabilities. Category Education Funding area Special Needs College Level of grant Medium The Orpheus Centre completely realtered the layout of the space. It is now a much brighter, more modern area with comfortable furniture and a dedicated place to 5howca5e student achievements. Grant awarded £15k Project cost £118k The charity is committed to improving communication and social interaction skills, offering a range of accredited qualifications. The majority of their students move on to independent or supported living. Since their curriculum is focused on the arts. they help students enter arts-ba5ed industries. Id iiithliii lllill 111 The new entrance Stiiclents during ,9 Bernard Sunley Foundatlon 13

Annual Report Achvaiiements & Performance Health The Foundation awarded £961k this year across 59 grants. This equates to 20% of the Foundation's overall grant giving. The Foundation funds projects that provide an excellent standard of care and support in their communities. These include the creation of modern facilities for those suffering from a range of illnesses such as cancer. mental health or neurological conditions. They also include developing amenities such as gardens and outdoor spaces that provide relief and sanctuary for patients, their families and carers. Grants are awarded across ten funding areas: Animal Assisted Therapy Cancer Day Services for Disabled Hospices Hospitals Medical Aid Overseas Mental Health Neurological Residential for Disabled Sight/Hearing Loss Amounts awarded to each funding area SightlHearing Loss £15.5k Animal Assisted Therapy £110k Residential for Disabled CarKer £185k £33k Neurologiul Total amount awarded £65k £961k Day Services for Di53bled £281k Ment31 Health £171.5k Medical Aid Overseas H95pices £55k £36.5k Hospitals £8.5k Bernard Sunley Foundation 14

Achievements & Performance Annual Report Case Study - Health The Mi Iltiple Sclerofis Therapv CeD.tre (NW) Further improvements to their new headquarters The Foundation awarded a £5ok large grant to support the refurbishment of a new centre for people with multiple sclerosis and related conditions. About this project A modern therapy centre for people with MS and long-term conditions The MS Therapy Centre in the North West 5UPPOrts around 500 people and carers living with MS and similar neurological conditions. The Centre also supports those with cancer. fibromyalgia. stroke and other conditions with overlapping symptoms. Category Health Funding area Neurological Level of grant Large Facilities include four oxygen stations. activity rooms for tai chi and group exercise as well as dedicated spaces for support Services such as counselling and wellbeing sessions. There is also a large ground floor area for social activities, including a community cafe. Grant awarded £SOk Project cost £460k The Foundation granted £60k toward the purchase of the building and renovation of the ground floor. Having been approached again, the Foundation awarded a further £50k toward improving the first and second floors. The r)ew centre Opeiiiii£ of LliÉ I"iek.4 centre Bérnard Sunley Foundation 15

Annual Report 4chip:Nipmpnts & Performance Social Welfare The Foundation awarded £743k across 60 grants this year. This equates to 15% of the Foundation's overall grant giving. The Foundation pledges grants to assist the most vulnerable in society such as those seeking help with addiction, homelessness, ex-offenders and victims of domestic and sexual abuse. Grants are awarded across ten funding areas: Addiction and Rehabilitation Almshouses Animal Welfare Armed Forces and Veterans Domestic and Sexual Abuse Elderly Ex-offenders Homeless Poverty Relief Overseas Social Enterprises Amounts awarded to each funding a￿a Addiction and Rehabilitstion £1k Almshouses £70k Animal Welfa Social Enterprises £123k £17k Amed Forces and Veterans £40k Poverty Relief Overseas Domestic and Sexu31 Abuse £93k Total amount aw3rded £743k £90k Homeless £66k Elderfy £115k Ex-Offender5 £128k Bernard Sunley Foundation 16

Achievements & Performance Annual Report Case Study - Social Welfare Alnha House C21derdale Refurbishment of new premises The Foundation awarded £3k towards modernising a recently purchased property. The charity offers a residential and non residential support service for ex-offenders. About this project Additional counselling spaces for ex-offenders Alpha House was set up in 2(X)8 by a former probation officer who recognised that there was a local need for good accommodation, wraparound support and a day programme for men leaving prison with multiple and complex needs. Alpha House Calderdale runs a number of rehabilitative programmes for ex-offenders suffering drug and alcohol addiction. mental health problems and a range of domestic and social issues. Category Social Welfare Funding area Ex-offenders Level of grant Small Grant awarded £3k Project cost The charity refurbished a building adjoining its premises that they had been able to buy. The modernised property is a two storey building that now offers counselling rooms and two addition21 classrooms to help the organisation deal with the increasing demand for their services. £llk Alpha House supports up to 200 ex-offenders a year and has a low re-offending rate compared to the national average Members durin8 a class Nleiiibers r=Cciving 3 certificate Bernard Sunley Foundatlon 17

Annual Report Investments and Financial Review The Foundation's funds are generated by its diversified investment portfolio. The Trustees, investment strategy is to maintain the real value of the portfolio whilst continuing to provide sufficient funds for grant making. History Over the past five years, the Foundation has supported grant giving of approximately 3% per annum of the value of its overall assets. Trustees have adopted a total return approach of making distributions both from the income stream that the portfolio yields and from an element of capital withdrawal. Management Trustees delegate investment decisions to the Finance Committee who also advise on the appointment of investment managers and monitor investment performance against agreed benchmarks. The Foundation's investment funds are reviewed at the four annual Finance Committee meetings. The Foundation maintains cash holdings sufficient to pay the grants and ensure the smooth, day-to-day running of the Foundation. The Finance Committee review a six-month cashflow and financial forecast at each meeting. The Foundation's Director and Finance Officer also review the cashflow on both a weekly and monthly basis. Investment Portfolio The investment portfolio is made up of equities managed by CCLA, a pooled fund managed by Fundsmith and a developed world index tracker with Blackrock. In addition 3 property fund is managed by Barwood Capital and private equity by FF&P. The Foundation's running expenses lincluding staff Costs) were £346k and governance costs (including audit) were £57k. The year end market value of the investment portfolio was £158m compared to £172m the previous year. The cost of managing the investment portfolio was £785k compared to £745k the previous year. Fundraising The Bernard Sunley Foundation has not made any fundraising appeals to the general public during the year. and as a result there has been no outsourced fundraising via professional fundraisers or other third parlies. Consequently, the charity is not registered with the fundraising regulator and received no fundraising complaints in the year. Bernard Sunley Foundation 18

Annual Report Reserves Policy The assets generate sustainable capitsl growth and income in order to meet the Foundation's aims and activities. The Foundation does not have a specific reserves policy as the whole portFolio could be available to act as a reserve and it is not considered appropriate to identify a level of free resenies that needs to be maintained. Risk Assessment Trustees are responsible for monitoring and mitigating the principle risks being faced by the Foundation. Trustees are satisfied that processes are in place which ensure good governance, prevent fraud or malpractice, retsin the good reputation of the Foundation and ensure compliance with relevant legislation. Staff Remuneration The remuneration of staff is reviewed annually, approved by the Board 3t the Spring Trustees. Meeting with adjustment taking effect on 1st April of the new financial year. Trustees use comparisons with similar trusts and foundations to set rates of pay, note the level of effectiveness of staff members and also take into consideration annual CPI/RPI Cost of living indices within the UK economy. Plans for the Future Trustees wish to maintain the momentum of the Foundation that has been built up over 60 years. In March 2024, Trustees met for a strategy away day to review the work of the Foundation and to set the priorities for the next five years. Bernard Sunley Foundation 19

Annual Report Statement of Trustees, Responsibilities Under charity law, the Trustees are responsible for preparing the Annual Report and Financial Statements for each financial year which show a true and fair view of the financial activities of the Foundation during the year and of its financial position at the end of the year. In preparing these financial ststements. the Trustees The Trustees are responsible for the maintenance are required to: and integrity of the charity and financial information Select suitable accounting policies and then apply included on the charity's website. Legislation in the them consistently. United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions. Make judgements and estimates that are reasonable and prudent. Observe the methods and principles of the Charities SORP. Auditors Azets have indicated their willingness to continue in office and offer themselves for re-election as auditors in accordance with Section 485 of the Companies Act 206. State whether applicable UK Accounting Standards have been followed, subject to any material departures disclosed and explained in the financial statements. By order of the Trustees Prepare the financial 5t3tements on the going concern basis unless it is inappropriate to presume that the activities of the Foundation will continue in operation. The Trustee5 are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011. They are also responsible for safeguarding the assets of the charity and for taking reasonable steps for the prevention and detection of fraud and other irregularities. Anabel Knight Chairman 20th November 2025 Bernard Sunley Foundation 20

Annual Report Independent Auditor's Report to the Trustees of Bernard Sunley Foundation Opinion We have audited the financial statements of the Bernard Sunley Foundation (the 'charitsble company'l for the year ended 3151 March 2025 which comprise the statement of financial activities. the balance sheet, the cash flow statement and the notes to the financial statements, including a summary of significant accounting policies. The financial reporhng framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland, (United Kingdom Generally Accepted Accounting Practice). Basis for opinion We conducted our audit in accordance with International Standards on Auditing {UK) {ISAs (UKII and applicable law. Our responsibilities under those stsndards are further described in the Auditor's responsibilities for the audit of the financial statements section of our report. We are independent of the group in accordance with the ethical requirements that are relevant to our audit of the financial ststements in the UK, including the FRC'S Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtsined is sufficient and appropriate to provide a basis for our opinion. In our opinion, the financial statements give 3 true and fair view of the state of the charitable company's affairs as at 31st March 2025 and of the charitable company's net movement in funds. including the income and expenditure, for the year then ended. The financial statements have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice and have been prepared in accordance with the requirements of the Companies Act 2006. Conclusions relating to going concern In auditing the financial statements, we have concluded that the Trustees, use of the going concern basis of accounting in the preparation of the financial statements is appropriate. Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that. individually or collectively, may cast significant doubt on the charitable company's ability to continue a5 a going concern for a period of at least twelve months from when the financial ststements are authorised for issue. Bernard Sunley Foundation 21

Annual Report Our responsibilities and the responsibilities of the Trustees With respect to going concern are described in the relevant sections of this report Matters on which we are required to report by exception In the light of the knowledge and understanding of the charitsble company and its environment obtained in the course of the audit, we have not identified material misstatements in the directors, report included within the Trustees, report. Other information The other information comprises the information included in the annual report, other than the financial statements and our auditor's report thereon. The Trustees are responsible for the other information contsined within the annual report. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon. Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconslstent with the financial statements or our knowledge obtained in the audit. or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements. we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact We have nothing to report in respect of the following matters where the Companies Act 2006 requires us to report to you if. in our opinion: adequate accounting records have not been kept by the charitable company. or the charitable company's financial ststements are not in agreement with the accounting records and returns- or certain di5cIosures of Trustee5' remuneration specified by law are not made. or -we have not received all the information and explanations we require for our audit. or the Trustees were not entitled to prepare the financial ststements in accordance with the small companies, regime and take advantage of the small companies, exemptions in preparing the Trustees, report and from the requirement to prepare a strategic report. Opinion on other matters prescribed by the Companies Act 2006 In our opinion, based on the work undertaken in the course of the audit: the information given in the Trustees, report, which includes the directors, report prepared for the purposes of company law, for the financi31 year for which the financial ststements are prepared 15 consistent with the financial statements; and the directors, report included within the Trustees, report have been prepared in accordance with applicable legal requirements. Responsibilities of Trustees As explained more fully in the Trustees, responsibilities statement, the Trustees Iwho are also the directors of the charitable company for the purposes of company lawl are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the Trustees determine is necessary to enable the preparation of financial ststements that are free from material misststement, whether due to fraud or error. In preparing the financial statements, the Trustees are responsible for assessing the charitable company's ability to continue as a going concern. disclosing. as applicable. matters related to going concern and Bernard Sunley Foundatlon 22

Annual Report using the going concern basis of accounting unless the Trustees either intend to liouidate the charitable company or to cease operations, or have no realistic alternative but to do so. statements, whether due to fraud or error, design and perform audit procedures responsive to those risks, and obtain audit evidence that is sufficient and appropriate to provide a basis for our opinion. This includes consideration of the risk of acts by the entity that were contrary to applicable laws and regulations, including fraud. Auditor's responsibilities for the audit of the financial statements Our objectives are to obtain reasonable assurance about whether the financial statement5 as a whole are free from material misstatement. whether due to fraud or error, and to issue an auditor's report that includes our opinion. Reasonable assurance is a high level of assurance but is not a guarantee that an audit conducted in accordance with ISAS (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users tsken on the basis of these financial ststements. In response to the risk of irregularities and noncompliance with laws and regulations, including fraud, we designed procedures which included: Enquiry of management and those charged with governance around actual and potential litigation and claims as well as actual, suspected and alleged fraud; Reviewing minutes of meetings of those charged with governance; Assessing the extent of compliance with the laws and regulations considered to have a direct material effect on the financial statements or the operations of the charitable company through enquiry and inspection. Reviewing financial statement disclosures and testing to 5UPPOrting documentation to assess compliance with applicable laws and regulations. Performing audit work over the risk of management bias and override of controls, including testing of journal entries and other adjustments for appropriateness, evaluating the business rationale of significant transactions outside the normal course of business and reviewing accounting estimate5 for indicators of potential bias. A further description of our responsibilities for the audit of the financial statements is located on the Financial Reporting Council's website at www.frc.org.uk/auditorsresponsibilities. This description forms part of our auditor's report. Extent to which the audit was considered capable of detecting irregularities, including fraud Irregularities, including fraud, are instances of noncompliance with law5 and regulations. We design procedures in line with our responsibilities, outlined above and on the Financial Reporting Council's website. to detect material misstatements in respect of irregularities. including fraud. Because of the inherent limitations of an audit, there is a risk that we will not detect all irregularities, including those leading to a material misstatement in the financial statements or noncompliance with regulation. This risk increases the more that compliance with a law or regulation is removed from the event5 and transactions reflected in the financial statements, as we will be less likely We obtain and update our understanding of the entity, its activities, its control environment. and likely future developments, including in relation to the legal and regulatory framework applicable and how the entity is complying with that framework. Based on this understanding, we identify and assess the risks of material misstatement of the financial Bernard Sunley Foundation 23

Annual Report to become aware of instances of non-compliance. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error. as fraud may involve collusion. forgery. intentional omissions. misrepresentstions, or the override of internal control. Use of our report This report is made solely to the charitable company's members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006. Our audit work has been undertaken so that we might State to the charitable company's members those matters we are required to state to them in an auditor's report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charitable company and the charitable company's member5 as a body, for our audit work, for this report, or for the opinions we have formed. AL)LF *_ John Howard Isenior Ststutory Auditor) For and on behalf of Azets Audit Services Chartered Accountants Statutory Auditor 2nd Floor, Regis House 45 King William Street London EC4R 9AN 20th November 2025 Bernard Sunley Foundation 24

Annual Report Bernard Sunley Foundation 25

Annual Report Large and medium grants Community Marsh Recreation Grounds & Communlty CentreTru5t Phase two refurbishments £15,CK Churches All Saints Church, Mudeford Rebuilding of church St Marfs Church. Sholing Developing the church for wider community use Li8hthouse Community Church Extending the soft play a￿3 St Gile5 & St Matthev15 Church, Grim5by Renovation of the church hall RCAYchdbocese of Birmingham A new community centre £15.0(X) £50,CMXJ The Parish Trust Renovation ol Bryn Hall to create a new community centre Cottenham Community Centre An additional community space £15,OCJ) £15,1Xl) £15.(XJ) £iO,O(KJ £io,IxJo £15.( Feeding Coventry Refurbishing the sports hall at Fole5hill Community Centre St John The Baptist Catholic Church, Melton Mowbray Building a new church hall Buckley and Deeside Methodist Circuit Refufbi5hing Quaystone chapel and creating a new community garden £15,￿) Three T￿e5 Community Centre Refurbishment work5 £iO.OCx) £io,(yxi £io.000 Tyne & Wear Buildin8 Preservation Trust Renovation of St Mary'5 Heritage Centre North End Baptist Church Renovation ol church h311 £10.￿) Northamptonshire Association of Youth Clubs A new sports. events and p**ormance facility Empire Fighting Chance A new two storey extension to The Mill UK Sai15n8 Academy Purchase and refurbishment of Wictoria Barracks £400.OCX) St Mar8aret's Chur¢h, Topsham Improved toilets and serving facilities St Mary and St Botolph, Whitton Church hall renovahon £io.(JJ) £50.OLKI £io.(KJ) £50,(XJO St Mary's Church. Swilland New extension and reordering of church interior £io,( laburnum Boat Club Refurbishment and extension of youth club bullding Rotherham United CommunityTrust Improving the Parkgate community facility Sennen Cove Recreation Centre A new two storey community centre £40,OCK) St Michael's. Melksham Renovation ol 11 Canon Squ3rE St Mary's Church. Dunsforth Refurbishment and improvement5 to {￿ate 3 community space £io,( £30.OCX) Élo,( £20,OIXJ Community Centres Life Dronfield Refurbishing the parish hall to create a new community centre Mid Su55ex District Scouts Barns Cottage Green - a new scout and community building Bath Rugby Community FourKlation Big Give Christmas Challenge Calv¢rton Miners Welfare Trust New astroturf pitch and MUGA £15,0 £40.(MX) £15,0(Jl £30.C(K) Cheriton Road Sports Ground Trust Replacement of 3rrifi£i31 turf pitch Stonebridge Boxin8 Club £30.(￿ A new boxing club The Hunslet Club £20,1JX) A new 3G community sports pitch £15,000 £15.(KX) Stanwell Events Redevelopment of Stsnwell community building BoveyTracey Paradi50Arts Ltd A new entrance to the community arts centre Katherine Low Settlement Ltd Renovation ol building £15,0 I 1.'frtrP￿13A fryrni Inc £20.m) Nottin8hamshire County Scout Council New activity cent £50,C£() Park View4U New community centre Angus Buchanan VC Re¢￿tion Ground Refurbishment and extension to the Leonard Craze pavilion Chulmleigh Playing Flelds A5%￿ation A new comTnunity hall Famdon CommunityTNst Roof replacement £20.(KM) 33rd Norwich Scout Group A new 5COiJt and commLsnify cent £30,(KJO £15.1XX) Tv•ryckenham Sea Cadets Roof replacement 3rd Holmesfield Scout Group New scout hut building5 £20.0(XJ £15.¢ £15,0(Xl £15.(KJ) Lei8hton Buuard Churth Scout Group A new scout hut £15.LYX) Bernard Sunley Foundation 26

Annual Report Nanpantan Scout Group A new scout hut £15.LKK) Tunbridge Wells Unit 340 of the Sea Cadet Corps Expansion and renovation ol headquarters £15.IXQ 1st Stretford ILon8fordl Scout Group Creation of a new. multi-purpose activity space Sunbury and Walton Sea Cadets New training centre £iO.(XO £i0.(y￿7 Urmston Division Girt GuidesAssociation Rebuilding the guide hut £iO.(XM) Village Halls Fritwell Vlllage Hall CIO New village hall Codford village Hall Improvements to the village hall £20.IXK) £20.LKNJ Ashrei8neyifilla8e Hall Renovation project Scotter Pre-school New building for the pre school Sir Everard Duncombe for Parish Hall A new community cafe and shop £15.(MX) £1S,1)XJ £15.QXI Tilney St Lawrence Willage Hall and Recreation Ground Refurbishrrent of facilities £15.C Tytherton Ifillage Hall New vi113ge hall Anstey Community Hall Hall extension £io.(xx) Blandford Hall. Martin Refurbishment project £iO.(MY) Piddinghoe Willa8e Hall Refurbishment project £iO.(MX) St Mabyn Peace Memorial Hall Hall ￿fUrb1shMent £io.c Ullesthorpe Village Hall Two new extensions £iO.LYX) Vlllage Hall Glatton New village hall £iO.LXX) The Boathouseyouth C￿ating a new youth centre £50.( Salmon Youth Centre Core funding £iO.(J]) SNAP Development Projert Purchase of building £io.cK Community total £1,570,000 Bernard Sunley Foundation 27

Annual Report Large and medium grants Education - /Colleges National Star Foundation Extensioa to The Eveson Centre to provide new leaming 9)aces Petty Pool New ￿SIdential facilities £50,CMJ) Arts National Gallery Rep13cement of the Sunley Room floor Chiswick House artd Garden5 Trust A new community and learning centre ScarborouBh Theatre TN5t Ltd New roof and air handling plant £64.(KK) £50,OIXI £so,() Fresh Futures INCCI creatr.on of additional classrooms and other facilities £20,C £50.C(N) London Ability LTD Refurfoishment of the centre £20,OQK) £S0.&TJ The Gurkha Museum Trust Project Kaida.. Refurbising the Gurkha museum Corn Exchan8e INewburyl TrL Redevelopment of the old library The Boston Preservation Trust Limited Repairs and refurbishment of Fydell House Deal Music and Arts Limited Three year funding at £IOk per annum The Courtyard Trust LED lightr.ng upgrade in three performance spa￿$ (Two grants-. £15k and £IOkl Wiltan's Music Hall Upgrading the heating and cooling systems Lowther Gardens, Lytham Equipment purchase Positive Behaviour Support for Leamin8 Phase th￿e school development The Royal National College for the Blind A new theraptes suite and teaching area £15,000 £40.( £15,OC() £40.C T￿10arTrU5t A new interactive leaming zone Associathon of Parents and Frierrtts of BowerGrove School A new sports. play and recreation area CANTO Leamin8 Ltd Two new classrooms £15,OCK) £30.(YX) £io.LxJo £25.lJX) £io.o(KJ £20.(XX) The Orpheus CentreTrust Renovatin8 the reception £10,000 £15.IXX) Education totsl £804,000 NA?1 n¢trr•Jm <rhnnls/Universities Fundacion Dyc in Altum Final stage of work to Ver sacrum, a new Secondary education building £25,(X Music Encore Enterprises CIO A new music and art5 centre £60,( Ratby Co-oper*ive Band Bandroom extension and refurbishment £15.(KM) Royal Opera House Renewal of rnembership £iO.(MJ) Outdoor Learning Lindley Educational TnJst Ltd Extending facilities at The HollowFord Centre Flourish Charity Core funding Forest School Camps A new metal and woodworking wothshop £20.C( £20.C £15.(KK) Go Beyond Refurbishment and extension of farn)house £15.C( Nene Park Trust Refurbishment of bam for new education programmes £15.(XX) The Lake District Calvert Trust Bursary fund £io.c Bernard Sunley Foundation 28

Annual Report Health Neurological MSTherapy Centre IN Refurbishment of the first and second floors Animal ta<ti<+•A ThAr2nv £10,000 Cotswold Ridin8 forthe Disabled A new extension and improvements to the riding xhool Herefordshire Riding for the Disabled A550ciation A new equine therapy centre £50,CCO Residential for Disabled £50,CXJ) OverThc Wall New residential anil day activities camp Wingate Special Children's Trust Refurt>ishment of bedrooms at The Wingate Centre The Meath Epilepsy Charity Renovation of care home £75.0(Xl Perros y Letras Support for reading education assistance dogs £iO.(KJ) £50,QKIO £40,(K)O Hope forTomorrow Replacement ol mobile cancer care unit for West Suffolk £IO.(KK) Orchard Trust Upgrading of a ￿Sidential home £15,000 IOI Disabled Health total £820,000 Paul's Place Refurbishment of day centre Bishop's Stortford Mencap Redevelopment of Grove Cottage The Stable Family Home Tnjst Renovation of day service facilities at The Stables £75.L £50.LKK) £50.0 Llttle Gate Farm New minibus £15.L Wildgoose Rural Training New classroom £15.IXX) Hospices Lewis-manning Hospice Care Creation of additional therapy rooms £20.( Greenfinsers Charity Therapeutic. sensory garden at Hope House Hospice Ji85aw. Cumbria'5 Children's Hospice Renovation and modernisation of the hospice £io.(M) Medical Aid Overseas Fundacitin Emalaikat Purchase of equipment Ukrainian Action Purchase and delivery of an ambulance and generator £15,rJ)) £I5.c￿m) The Charlie WallerTrust Three year funding at £25k per annum Samaritans of Cornwall at Truro Refurbishment of current buildtng and new training centre Chtld Bereavement UK Three year funding at £IOk per annum Shropshire Mentsl Health Support New mobile ment31 health service £75,C £50.(NX) É30,(KK) EIO,(KX) Bernard SunSey Foundatlon 29

Annual Report Large and medkum grants Social Welfare Embassy Emb35syVilia8e- new flats and community space for the homeless £40,OLKJ £60,CKO The Almshouses of John Isbury and Jacob Hardrett Conversion of a chapel to create nine almshouses Faversham Municipal Charithes 2010 Roof repairs The Cardinal Hume Centre Replacing fire doors YMCA Henley New insulation and ventilation project £io.o £io.c £10,000 Animal Welfare Pnvprtv Rplipf C)vprsp.35 Fundacion SOS Canya Core funding £io.o Embrace The Middle East Three year funding at £25k per annum £75,C(M) Armed Force5 and Veterans style for Soldiers Christma5 reunion dinner Snc_ixl EnterDrises £20.(X The Shad(leton Foundation Two year funding at £15k per annum All Cannin85 Community Shop Society Ltd A new building for the comtnunity shop Stogumbèr Communitywillage Shop Limited £50.(m Creation ol a community shop £30,1)X) Supportin8 Wounded Veterans Big Give Christmas Challenge £15,ClJJ £10,000 nnmA<tir anrl Spxijxl Abuse £io,o(KJ Luton All Women C¢ntre Purchase and refurbishment of The Spires Trinitywinchester Three new flats for women £25,(XX) Social Welfare total £585,000 Elderly Age Concern Southend-on-sea CIO Purchase of the charity's community space. The Haven Age UK Northamptonshire Dèy centre refurbishment Teams and Bensham Community Care Relurbi5hment of new premise5 Friends of The Halley Day Cerrt Refurbishment of the centre £50.￿) £15.C(() £15.(KK) £io.c Tempus Novo Three year funding at £40k per annum £120.( Bernard Sunley Foundation 30

Annual Report Bernard Sunley Foundation 31

Annual Report Small grants Community St Mary's Church. Towyn Floor replacement St Matthew's Wookty Repairs to the roof and floor of church hall St Michael's. Amberley Church hall kitchen refurbishment St Paul's Methodist Church. Dalton Roof repairs and window replacement Unity Church Orpington Kitchen refurbishment £s,o £5,0(x) All Saints Church Hall, Okehampton Refurbishment of church h311 trwo grants.. £5k and £5kl Chesterton Methodist Church A new community garden All Saints Church, Alrewas Replacement of roof over the nave All Saints Church, Warrin8ton Toilet ￿furbI$hrnent £io.( £5,CYX) £iO.QKKJ £5,000 £5.(KM) £5,OCL) £5.( Yaldin8Youth & Community Centre and Baptist Church Window replacement Aylesham Baptist Free Church Roof replacement of church hall St Johns in the Fields Churth Repair of church hall roof Church of the Ble￿d Mary Core fundin8 £5,C Barrow upon Humber Methodist Church Creating a cotnmunity roo Blackwood Methodist Church Resurfacing of c3r park Cheltenham United Refornied Church 80iler replacement and heating controls upgrade Christ Church vfinchester Core funding Hull Community Church New heating and hot water System Rock Methodist Church New roof £5,CxY) £4,0(MJ £5,CKX) £3,000 £5.IXM) £i,CMJ) £5,CNXJ £S.(KX) St Werburghs ComMunityAss￿ltitIOn Repa*r and upgrade of community centre £10,000 Batsi Community Centre Bathroom refurbishment £5,000 St Andrew's Methodist Church Rep13cement of window5 and doors St AndreW5, Longt¢)n Community hall refurbishment St Anne's, Colche5ter Creating a community garder¥ St Edward's Church. Plymouth New foof and windows £5.￿￿1 DMI Community Centre New boiler £5,000 £5.NX) £5,CX)O Eagles Nest CommunityArtion Replacement of all windows and doors Hive New heating system for the community hub Hutton Crarwick Spjrts and Reueation Asyxiatlon Bathroom refurbishment £5.( £5,rx)o £5.( £5,(X)O St James, Church, Leckhampstead Core funding St James Chur¢h. Matlock Creating an accessible toilet and kitchen St John the Baptist Church Hatherleigh P C C New kitchen and bathmom £5.￿￿? £5,fYJ) lfjn8Stei8nton Royal British Legion Club Limited Roof replacment Marsden CommunityTrust New bathrooms and ￿fUrbi5hrnent £5.(KN) £5.OCM) £5.(XX) Newat1( and Sherwood Community Hub Refurbishment project Park Life Heavitree New stsff and volunteer space £5,1)00 St John the Baptis¢ Leamington Spa Lighting and rewiring project St Luke's. Beccles £5.C(K) £5,000 £5,C New minibus Riverside Centre, Melksham Bathroom refurbishment £5,000 St Luke's, Moulsham Roof repair £5.1YJ) Scole Communlty Centre and Playing F￿ld New kitchen ar￿ bathroom £5,(X)) St Mar8areVs Church, Brotton Roof repair £5.IKQ Slaithwaite CommunityAssociation New roof £5,(KM) St Mary Magdalen Church. Ip5with Improving the church hall St Marfs Church, Northampton Heating and lighting upgrade £5.( The High Street Centre Roof ￿pair £5,000 £5,1XM) The Oulton Institute Roof 3nd masonry repairs £5.OCK) Bernard Sunley Foundation 32

Annual Report West Everton Community Council Bathroom refurbishment £5.￿A) 2nd Marlborou8h Scout Group Roof replacement £5,orJ) Whitley Bay Big Local Passenger lift refurbishment £5.1XKJ 3rd Sudbury Scout Group New climbing wall £3.765 5th17th We115 Scout Group Scout hut refurbishment £5,0 Cowpen Quay CommunityAssociation New double glazed windows Burnham and Hi8hbrid8e CommunityAs￿clatIOn New automatic doors £5,(XX) £3,lJXJ 7th Lytham StAnnes Scout Group Roof replacement £5.OC¥) Island House Community Cerrtre New bathroom £3,c￿ 12th Gateshead Iwhickham Lions) Scout Group New minibus £5,OCX) SDOrt 14th Walthamstow Scout Group Roof replacement £5.QXJO Cafnforth Community Swimmin¥ Pool New extension £5.(XX) 21st Wyre Forest Scout Group Scout hut refurbishment £5.000 Cowes Sailability Club New safety boat East Harptree Playing Field New storage 13cility Llndum Sports Association Limited New bathrooms £5.LXX) 24th Dorkin8 (Holmwood and Capell Scout Group Roof replacement Aldboume Scouts and Guides 5upportersAssociation Improvements to the outdoor space £5,0(YJ É5.LKK) £S,0(X) £5.(XM) Do8 Hill Scout and Community campsite Scout Campsite toilet block refurbi5htnent £5,OC Moretonhampstead Swimming Pool Trust Improving the pool Norton Sports Charity Refurbishing the cricket nets £5,CJXJ Horbling and Billingborough Scout Group Refurbishment project Lmg Mynd Adventure Camp Dis3bled washblock £5.OCKJ £5,C £5,000 South Mancherter Gymnastics Centre Replacement of windows Upottery Playing Fields Upottery Playing Fields MUGA resurfacing MCC Foundation Core funding £5.(JXI Sheffield Sea Cadets New showers and bathrooms £5,OCKI £S,C 4th Romsey (Bramshawl Scrxrt Grwp Repairing the roof £4.OCL) £4.LNXI 1st Hope kouts Replacement Fence 5th Leek 1st Marfsl Scout Group New r￿f £3,0(X) The Tim Henman Foundation Core funding £4.(M]) £2.7(XJ British Disabled An81in8 Association New fishing platForm5 3nd p3thw3yS £3.( Village Halls £3.C(lJ Authorpevllage Hall uilding improvements Badwell Ash Willage Hall Refurbishing the village hall Chear51eyWilla8e Hall New oijtdoor storage Chieveley Hall Roof replacement Cookley Playing Field and Ifillage Hall Replacement of wooden floor in main hall DoddinghurstWIlLa8e Hall Refurbishment of kitchen The Rona Trust Core fundin8 Tockwith and Wilstrop Recreation Grtyjnd Replacement of clubhouse door and windows Allegra's Ambition Core funding £5,0 £3.(KM) £5.000 £1.5CO £5,OCM) Uniformed Groups IstAlbri8htoll Scout Group Replacing the metal roof 1st Godshill & Rookley Scouts New bathrooms £5,000 £5.￿0 £s,ooo £5.TrJ) £5,CKJO 1st Shevington Iwiganl Scout Group Improvements to exterior ol building 1st Watchet Sea Scout Group Water activity centre storage and changing facility £5.(YX) Garthorpe Sports and Communlty Centre New extension £5,0 £5.1KM) £S,CM)O Great Elm Willa8e Hall Management Committee Repairing the village hall Bernard Sunley Foundatlon 33

Annual Report Small grants Hindmarsh Village Hall Improvement works to Victorian stsined glass windows Hoghton Social & Sports Centre New entrance and general improvements Kelvedon Hatch Willa8e Hall Rewiring project Kilburn Village Institute A new roof £5,1)XJ rKktonWillage Hall Replacement of windows and doors £5.<￿ West Moors Memorial Hall Extemal repairs £5,C(X) Worth Matravers Willage Hall Trust Renovation work £5.OCO £5,C(t) £5,000 £5.CIXJ WIllou8hbyWIlLage Hall Bathroom refurbishment £4,0(XJ Kimcote & Walton Memorial Hall Roof repair £5.(Jx) Yelverton War Memorial Recreati￿ Field & Village Hall Trust Bathroom refurbishment £4,CKX) LesburyVilla8e Hall Repair of leaking roof Library Hall Kitchen expansion and refurbTrshment Marhamchurch Village Hall Building repair5 Mynydd Isa BLbtterfiies Wl Refurbishment of Community hall £5.( Felmingham Willage Hall Kitchen upgrade £3.000 £S.(¥XI Great Easton Parish Hall Fund Repairs and renovation of the hall Manton Ifillage Hall. Rutland Refurbishment work £3.OCM) £5,C £3,OCM) £5.￿ Plumbland Willa8e Hall New kitchen £3,000 Pattin8ham Wil￿ge Hall Foyer refurbishrnent £5,IXXI Shadforth CommunityAssociation Replacement of the floor in the main h311 Replacement of the floor In the main hall Damp renovation work £3,OCKJ Peak Forest Reading Room Refurbishing the main hall Perranporth Memorial Hall New exterior cladding and refurbishment w0￿S Rlchards Casttewillage Hall Installation ol new sewage system Risbywillage Hall CharityTrust Bathroom replacement Ruspid8e Memorial Hall Replacement of slate roof Seething & Mundharn Ifillage Hall Roof replacement South Hanningfield Willage Hall Charity Refurbishment works £5.¢JX) £3,0(Xl £5,W) The Institute Boiler replacefnent The Victoria Hall (Hartley vfintneyl Charity Rendering of basement Newton GreenWi113ge Hall Replacement windows £3.000 £S.C £3.C £5,Th £2.CLIO £5,(XK) Youth Clubs £5.NX) Whitehaven Harbouryouth Project New minibu5 £5.(MX) £5.IM) Community total £635,000 St Cleer Memorial Hall New roof £S.¢XQ St Marknns Ifillage Hall Porch and carpet replacement St TLtdy Village Hall New windows. doors, path5 and roof Summerhouse Willa8e Hall New bathroom £5.(MX) £5,fn) £5,C(Kl Templecombe Willage Hall Refurbishment of bathrooins £5,CMX) The Cony8re Trust Boiler replacement The RobertThompson Charities at Saltwood Kent Roof replacement £5.(MX) £S,C(ti Thelbridge Parish Hall Hall refurbishment £S.(MJ) Bernard Sunley Foundation 34

Annual Report Education Special Needs Schools/Colleges Mayfield School New minibus £io,o(xJ Av*e Bin8leyAmateurOperatic Society Roof repair £5,CKQ Cann Bridge khool Fund A new library space £5,000 Motionhouse Core fundin8 New Cut Arts Skylight replacement £5.(XJ) Friends of Castledon School New minibus £5,1])O £5.(JX) Friends of the Oaks School New minibus £5,000 Opera PrelLtde Core funding Fusilier Museum and Learning Centre Creating a new community space £5.0￿ Longcau5e Community Special School New climbing net £5,000 £4.(K(J pa￿nt and Friends of Parkside School A5$0csation New work experience space £5.OCMJ Countryside William Robinson Gravetye Charity New bathrooms lor volunteers Southfield School Friends Association A new outdoor activity area £s,cKx) £iO,(XM) TheAbbey School IFarnhamlTrust New minibus £5,(X)O Thanet Countryside Trust Improvements to 200m of p3thw3y5 £5,(XX) The Dales Special Sch¢)ol Fund An outdoor le3rning shelter £5,CKJO ' Universities The PropellerAtademyTrust New minibus £5,QXJO KAA IntrepidusTrust Core funding £3.5(X) TRACKS Autism New playground w￿ern ScFw)l Foundation Creation of five new play areas £5,CX)O hAii<ir £5,CKIO The Hepworth Silver Pr12è Band Refurbishment of the bandroom (Two grants= £5k and £5 Tunnell Trust Core funding The Grange Festival CO￿ funding The Deal Memorial Bandstsnd Trust Core funding £io.c((J Reach Primary Learning Centre A new 5ens0ry garden £4,840 £3.LKK) £1.5(X) Education total £147.000 £5 Outdoor Learning Wilderness Foundation UK New outdoor wooden shelter £5,IXK) AccessAdventures New wastewater pumps and replacement of gas pipes Friends of Nether Hall As5rAiation Outdoor learning c1355room The CobnorActivities CentreTnJ5t A new multi-purpose climbing facility £5.C £5,L £5,￿) Bernard Sunley Foundation 35

Annual Report Small grants Health rseas Ukrdinian Action Core funding (Three grant5= £2k. É2k and £1.5kl £5.(KK) UKROPS Core funding £5,5CKJ rartrK&r Basingstoke &Alton Cardiac Rehabilitstion Charfty Ltd New boiler £i,(x)o Sarcoma UK Core fundin8 £3,(XQ Mental Health Samaritsns of Kin8Ston Upon Hull Refurbishment of branch operations room £5,1X)O Day Services for Disabled Pathways4AII New respite caravan Scrubditch Care Fami Outdoor improvetnents The Sandcastle Trust Respite caravan £iO,C(XJ The Charlie WallerTru5t Core fundin8 £IO.(KQ AtThe Bus Core funding £i,ocJ) £5(K) £5,C Neuroloeical Dementia Active New minibus £5,C Accuro New minibu5 £5.￿X) Families Unlted Network New minibus Brain Tumor Charity Core funding Headway Pi>rtsm¢)uth & SE Hampshire Kitchen refurbishtnent £5.000 £5,1 £5.0(X) Jennyruth Worf(shops Ltd Refurbishment and improvements to woodworking studio Let Us Play Building extension Little Rascals Foundation Creating a sensory vehicle Parents and Carer5 Support Or8anisation New minibus £5,CJX) £5.(XX) fnT nitahl•A The PrincipleTrurt Children's Charity New holiday home £5,OCM) £5.(xti Sight/Hearine Loss £5.( St Wincenvs Deaf Centre Newcastle Building improvefflents Warrinston If15ually Impaired People New minibus £5,000 S.NA.P. Ispecial NeedsAdventure Playground) Ltd A new wheelchair swing Swin8s & Smiles Core funding The Learning Rooms Southport New minibus £5.(KO £5.000 £5,(KM) Bury St Edmunds & Dlstrirt Deaf& Hard of He3ringAssociation BathrcN)m refurbishment £4.OLXI £5,C Yatton House Society Creation of a multi-purpose activity room £5.LKXJ Macular Disease Society Core funding £1,5LKI Rufus, Friends Fund Core funding £I,(XM) Health totsl £141,000 Anne Robson Trust Running costs for volur¢teer training programme DEBRA Core funding (Two grants.. £lk and £lk) The Ickle Pickle Partnership Ltd CO￿ funding £5.(%X) £2.(MX) £i.( Cardiac Risk in the Ywn8 CO￿ funding £5 Bernard Sunley Foundation 36

Annual Report Social Welfare Poverty Relief Overseas Parish of Saint Ramon Nonato of Madrid Core funding £I.CrfX) Tearfund Core funding Training of Rurnl Women in Uganda Core ftjnding £7,000 OAAivkn- -A Dehabilitation Crosslight Advice Core funding £5.LX)O £3.OlXI Fundacion Santuario Vegan Core funding £5.LXK) EmbrKeThe Middle East Core funding £2,51YJ Mants Trust Core funding Neptune's Amiy Of Rubbish Cleaners Core funding £i,IXM) £5LYJ Hope and Homes for Child￿n Core funding £6.mO Id Veterans Freedom Community Project Creation of a new community Space £5,(K)O Win85 for Warriors Renovating training aircraft for disabled veterans Supporting Wounded Veterans Core funding £3.¢XO B¢llington Initiative Trust Refurbishing the Water Street Centre £5.000 £2.(KX) Cornerstone Benwell New delivery van £5.OQXJ Domestic and Sexual Abuse Happy WanderersAmbulance Or8anisation New minibu5 £5,OCK) EVA Women'sAid Ltd Refurbishment of four safe houses and stsff office £5.(MXJ Pitton Community Store ￿Mited A new community shop £5.OtX) Mission Dirert Core funding Tees Valley Women's Centre Ltd A new heating system £5,(KX) Plumstead Community Shop Creating a Men'5 Shed £5,OLX) £5.(X Saints and Sinners Trust Core fundsng Shrewsbury Furniture Stheme New delivery van £5,0(M) Elderlv £5.0 Age Concern Chandlerfs Ford Refurbishment project Age UK Tameside New automatic doors £5,(KK) The Enterprise aub For Disabled People Coventry New minibu5 £5.0(XJ £S,( The Lock5 Inn Communsty Pub New windows and doors £5,OCM) Ashington Veterans and Elders Institute Building improvements £5.(KX) Trussell Trust Core funding Cornelly Development Trust £5.(KM) Improvements to charity shop and activity space British Ladies Association, Madrid Core funding (fwo grants". £2k and £lkl North East Restoration Club Roof replacement £5,000 Bexhill Senior Citizens Club Installing cladding Bradbury Care cent￿ Itd New minibus £5.(KQ £4,850 £3,000 Support Through Court Core funding Alpha House Calderdale Refurbishment of new premises £5.(KM) £3.000 £3.(KM) Team Archie Core funding £1,500 Hom*Stsrt West BerkshiiE CO￿ funding £5,(YXJ The DrinksTrust Core funding £500 Homeless East aevetand YoLrth HousingTrust Renovation of supported accommodation Crisis UK Core funding £500 £5 Social Welfare total £158,000 Bernard Sunley Foundation 37

Annual Report Grant payments made National Gallery12 grants) Maggie's Fundacion S05 Cany312 gr3ntsl Hull Kingston Rovers Comrnunity Trust Lowther Gardens. Lytham £189.(xKJ Furhd3cion Effl313ikat12 grants) £i(J),(xN) Newbury Spring Festival £85.(MXJ The Music Worf(s £75.(XK) Trinity Winchester Adventure Plus £25,OCY) £25,(KM) £25.0(MJ £25,000 £75.(KK) £20.0(X) The Garwood Foundation £75.(Kl) Barrowden Village Hal £60.(%X) Ferring Country Centre Ltd £60.(KKJ Flourish Charity £20,1)00 Action4Youth £20.orJ) Mosaic 1898 £20.OLKI Ryedale Speci31 Families St Albans Community ￿SoCIation Chinley. Buxworth & Brownside Community Association Empire Fighting Chance Hope Housing IBradfordl Ltd Horatio's Garden £60,c￿ Joint A(tivities and Motor Education SeNice £60,Cm Nation31 Garden Scheme 03kfield IE3Ston Maudiu Limited E20.000 £20,(XYJ £50.(D) £20,0(KI £50.( Old Vic Theatre £20.000 £50.(XX) Ree5tsblish Royal British Legion Industries St Bartholomew's Heritage £20,LXX) £50,(JX) £20,000 Jamie's Farm £50,(YXJ £20.0(J) National Stsr Foundation £SO.¢M) The Eton Fives Association12 grants) £20,0 Parish of St Elizabeth, Foleshill £50.(MJ) White Ensign Association Young Lewisham Project Ukrainian Action14 grants) 1st Chesterford Scout Group 1st Stonesfield Scouts £20,IJOO Plymouth Argyle Football in the CommunityTrust Port12nd College Samaritsns ol Comwall at Truro £50,(XX) £20.000 £50.(XJ) £15,500 £50.(XM) £15,CNX) Scarborough Theatre Trust Ltd Skipton Community Sports Hub South Wight Area Youth Partnership The Leeds Library £50.(XK) £15,1XX) É50.IX(J 3rd Holmesfield Scout Group 43rd 8ri5tol1St Mary Magdalene Stoke Bishop) Scout Group £S0,CW Calverton Mir*rs Welfare Trust £S0,(KKJ Canaan Trust £15,0 £50.CJXJ £15,0 £15,OfX) The Onside Foundation £15.0(K) The Viney Hill Chri5tiafi Adventure Centre Vale ol Clwyd Mind All Saints Highertown PCC Camphill MK Communities St Peter's Church. Stockton-on-Tees £so,(JYJ Chichester Community Development Trust £50.(KQ Chilcompton Sports É40,(XK) Chittlehampton Village Hall É40.(xXJ Chulmleigh Playing Fields As50cÉation £40,(JX) Clipston Vi113ge Hall £15,0 £15,OC() £15,OCX) £15,C £15,Cm Tempus Novo Thornège Hall Independent Living St Minver Community Hub £40,1XJ) Encompass £15,CKJO £40.CXX) Famdon Cornmunity Trust £15,(M)O £35.( Forget Me Not Children's Hospice £15.C Ykids Ltd £35.IXM) Hastings and Bexhill Mencap Society £15.000 Race Against Dementia Rotherham United Community Trust £30.(XJ) Hope forTomrrow Jigsaw. Cumbria's Children's Hospice Kibworth Community Library £15.0(X) £30,IXK) £15,000 Stanwell Events £30,1XX) £15,1X)O Embrace The Middle East12 grants) David Nott Foundatron £27,5()J Little Gate Farm £15,OtX) É25.(MXJ N3npant3n Scout Group RC Archdiocese of Birmingham Red Lion House Charity £15,OCK) Derwen College Charity Fundacion Duc in Altum £25.(MJ) £15,0 £25.(KO £15,0(X) Bernard Sunley Foundation 38

Annual Report Schoolreaders £15.CO) St Thomas. Church, Crosscrake £io.wo Scotter Pre-school £15.CJXJ 5t. Mary Mag(tslene Parochial Church Council, Cobham £15,(XX) Stoke sub Hamdon Sports and Recreation Trust £IS.L￿} Stones Methodist Church £io.o Stonebridge Boxing Club The Bridge Project SudbLtry The CountryTru5t £iO,(KJO £io.o(y) £15.(XK) Style for Soldiers £iO,OCK) The Mary Stevens Hospice The Shackleton Foundation É15.(YX) The British Horse Society £iO,CM)O £15.1JJ) The Cardinal Hume Centre £iO,CMJO Tsjnbridge Wells Unit 340 of the Sea Cadet Corps Wildgoose Rural Training Yellow Door £15,IKM) The Lake District CalvertTru5t £io,oxJo £15,(MX) The Orpheus Centre Trust £10,000 £15.(MX) The Ridgeway khool FurKI £10.5(X) The Thomley Hall cent￿ Limited £iO,IXM) Home Start West Berkshi￿{2 grantsl £10,000 14th Vale Of Aylesbury Sea Scout group 1st Castleberg (Settle) Scout Group £io.(Jxi The War and SpOttiswo￿e Memorial H311 £io.o £io,(Kxi Three Trees Community Centre Topsham Swmming PcM)l Association £io.o 1st Stretford (Longfordl Scout Group £iO.(JXI £io.o 1st Wotton under Edge Scout Group Albert's of Salford £iO.(MJ) T￿kstoCk £io.o £io.c Valle Crucis Mission Area £io,o Association of Parents and Friends of Bower Grove School £io.( Walpole St Peter Parish Hall Walton Leigh School Parents stsff Association Watemiill Theatre £io.o Avon Navigation Trust Benhall & Sternfield EK-Servicemens Club & Village Hall 12 grants) Blackfordby Old School Room Care forveterans £iO.(KX) £io.ocM) £iO.(MJ) £iO,IX)O Watfoftl Sheltered Workshop £10,000 £io.c YMCA Henley £io.oxJo £io.(x)) York Community Church T¢xkwrth and Wilstrop Recreation Ground12 8rant51 Ilth Rotherham Scout Group £iO.(K Child Bereavement UK £io.(xx) £8,(YJO Deal Music and Arts £iO,(XK) Family Help Darlington Friends of Castledon School £io.(x 12th Gosport Scout Group 1st & 3rd New Bamet kout Group £5.0 £10.(￿) £5.0 Glebe Chapel Horrabridge Recreation Field Trust New Adventures Charity £io,( 1st Albrighton Scout froup 1st Eaton Bray & Edlesborough Scosjt Group 1st Hersharn Scout Group £5.(K)O £io.c £5,(K)O £iO.LNX) £5,(KJO St Peter's. Stanton Lary £iO.(KKJ 1st Horton Kirby Scout GrtXJP £5,000 Pathways4AII Perros y Letras £io.¢Jx) 1st Shelford & East Bridgtord Scout Group 1st St Lawrence Scouts and 6th Ramsgate Guides £5,000 £iO.(KKI £5,OCIJ Piddinghoe Village Hall Poppleton Community Trust Rackets Cubed £iO.(XY) 1st Thornton Cleveleys Scout Group £5,OCX) £io,(n) 21st Wyre Forest Scout Group £5,0 £io,(Kx) 2nd Madborough Scout Group 3rd Che3m Scout Group £5,000 Royal Opera House Salmon Youth Centre £10,￿) £5,lJ)O £iO.(KK) Access Adventure5 £S.CX)O SHAPE £iO.(KX) Adventure Therapy Age Concem Chandlerfs Ford Age Concem Twyford & District Age UK Tameside 1 saints Church Hall, Okehampton £5.OCQ Shropshire Mental Health Support St Andrew's Church in the Westlands £iO.(XKJ E5,(K)O £io,crfxJ £5.LK)O St Mary's, Bloxham St Michael's, Melksham £io.oxN) £5,000 £io.cK(J £5,(XlO Bernard Sunley Foundation 39

Annual Report Grant payments made Ashington Veterans and Elder5 Institute Authorpe Village Hall Badwell Ash Village Hall Basingstoke & Alton Cardiac Rehabilitation Charity Batley Community Cent Be31ings Village Hall Trust 8edgrove Residents and Cornmunity Association Bennerley Fields School Berrow Comtnunity Assoctation Beverley Community Lift Bingley Amateur Operatic S<xiety Blackwood Methodist Church £5.1XKI Holbeton Will3ge H311 Horbling and Billingborough Scout Group Hughenden Village Hall Hull Community Church JPK Sussex Project Lambton Street Youth & Community Hub £5,0(Kl £5.(JJ) £5.IXK) £5.(KK) £5,0(K) £5.(LX) £5.000 £5.(KKI £5,000 £5,LNJ) £5,0(XJ £5.(KX) Let Us Play £5,000 £5.(KKJ Library Hall £5,OCX) £5.¢JJ) Lifelite5 £5,OC £5.(MJ) Lopen Parochial Church Council Lydney Dial a Ride and CommunityTransport £5.CMJ) Marhamchurch Village Hall Mark Community Association £5.000 £5.(XX) £5,(XNJ £5,OfXI Burton-in-Lon5dale Village Hall Canolfan Gymunedol Ystr3dowen Community Centre CGYCC £5.OlJ) £5,0(K) £5,(MX) Marsden Community Trust £5.000 Mary Tavy Victory Memorial Recreation Ground Trust Milford Haven Sea Cadet Corps £5.000 Carnforth Community Swimming Pool CatchingLives Chadsgrove Educational Trust Limited Chopwell Regeneration £5.lJX) £S,IXM) £5.1)J) Mission Direct £5,Cx)O £5.IXXI Motionhouse £5,C( £5.( Nene Valley Christian Family Refuge £5,CyX) Christ Church Winchester £5.C( New CutArts £5,(KM) Clarendon School £5.C(() New Life Community Church Milnmw £5.LKM) Cleanup United Kingdom Cotnmunity Voluntary Action Ledbury & District Coundon Care at Allesley Park £5.CMXI Newb31d Playing Field Association Newbltm Sea Cadets £5,CXJO £5.( £5,L £5.lJJ) Neww)rt (Shropsl Cottage ca￿ Centre Trust £5,000 Cowe5 Sailability Club £5.IX Oakleigh Scl)ool Parent-stsff Association Opera P￿l￿de Ottey Action for Older People £5,000 Datchworth Village Hall Dennington Jubilee Village Hall Destination Pond Meadow £5.(IXI £5.0 £5.LNY) £5.0(XJ £5.( Pad( Life Heavitree £5,OCM) East Harptree Playing Field É5.1 Pearey House Centre Forvisually Impaired £5,LKK) East Ke5wick Village H311 £5.CXKJ Pelsall CommunityAssociation £5,( Edge Village Institute EVA Women's Aid Ltd £5,CXXJ Pluwnstead Community Shop Ltd £5,000 £5.(XX) Ride High Limited £5,000 Exeter Gateway Centre Feeding Coventry £5.(KK) Rock Methodist Church £5.000 £5,¢JXI Ruspidge Memorial Hall £5,OCM) Friends of Ravefishall £5.1 Saints and Sinners Trnst £5,OCX) Fyndacion Santuario Vegan £5.( Samaritans of Kingston Upon Hull Seghill Colliery Institrjte Shoreham Be3ch Scout Group £5.0 Gwealan Tops Adventure Playground Hale Village Hall New Forest Hampton & Hampton Hill Voluntsry Care Hands of Hope Charity H3rrin8ton Youth Club Hoghton Social & Sports Centre £5.(XXI £5.OCX) £5,(XKI £S.0(K) £5,CJXJ South Hanningfield Village Hall Charity Special Play and Leisure After School Hours £5,000 £5.ClXJ £5,000 £5.C St Andrew's. Longton £5.CXY) £5.C￿￿ St Cleer Memorial Hall £5,0(X) Bernard Sunley Foundatlon 40

Annual Report St James Church, M2tlock £5,1 WilloughbyVill3ge Hall £4.000 St John the EvangelisL Ingrow St Luke's Beccles £5.C￿0 Cowpen (Jay CommunityAssociation KAA InttEpidus Trust £5.(XM) The DIffe￿nCe Education £3,765 £5,C £3,500 St Mary in the Marsh Project Fund St Mary's, Kentfofd £3.500 £5.CCO Alpha House Calderdale British Disabbed Angling A$S￿latiOn Bumham and Highbridge CommunityAssociation Felmin8ham Village Hall £5.¢JXI Garden Village CommunTtyAssociation £3,000 St Matthew's, Wookey St Mawes Recreation Ground Committee £5,(XX) £3,000 £S,(KX) £3,000 St Mellitus, Hanwell £5.(MX) £3.0(YJ St Newlyn East Village Hall £3,0 St Paul's Church, Winchester £5.LNX) Island House Community Centre £3,OCK) St Peter's Hillfields £5.CMX) Maidstone Family Church £3,000 St Thomas of Canterbury Church £5,CK North East Restoration Club £3.000 Sunderland Community Transport £5.1JJ) Plumbland Village Hall £3.WO Swings & Smiles £5,￿￿1 Shadforth Community Ass(Kiation £3,WO Tenby Unit 453 of the Sea Cadet Corps £5.(KM) Team Archie12 grants) £3,(X)O Thanet Countryside Trust The Abbey School (Farnham) Trust The Befriending Scheme The Charity of M3ryAnn Rawson for Wincobank School Trust £5.lJXJ The Institute. Devon £3.000 £5.(XY) Training of Rural Women in Uganda Tunnell Trust £3,000 £5.IXJ) £3,000 £5,( Watsan Uganda .' UK Support £3,000 Wings for Warriors British Ladie5 AsS￿latiOn, Madrid £3.000 The Conygre Trust £5,(JX) £2.000 The Freshford Villa8e Memorial Hall The High st￿et Centre The Institute, Colthester £5.( Newton Green Village H311 £2.OlXI £5.CO) St Mary's Millennium Centre £2,OCX) £5.C(ti Allegra's Ambition £1.5CX) The Odell Trust £5.LXN) Macular Disease Society £1,5C(I The Oulton Institute £5.C Church of the Blessed Mary £i,(K)o The Sandcastle Trust £5.C Cr0551i8ht Advi RLrfus' Friends Fund £i,(x)o Trussell Trust £5,C £i,cx)o Ulverston Ford Park Community Group £5,CMXJ The Chadie Waller Tnjst £i,CM)O Unity Church Orpington £5.CO) The Ickle Pid(le Partnership £i.cxJo Upottery Playing Fields £5,IXKJ UKROPS £i.000 Wade Street Church £5.(XX) At The Bus £500 West Hallam Centre and Recreètion Ground £5.IXX) Cardiac Risk in the Young £SCJ) Whitley Bay Big Local £5.(XX) Crisis UK £5CJ) Wyvern School Foundation Yalding Youth & Community Centre and Baptist Church £5.(¥X) MIND - National Association for Mental Health £500 £5.￿) The Drinks Trust £51Xi Yatton House Society £5.(JX) Aylesham Baptist Free Church £4.1X Total £4,351,765 Bury St Edtnunds & District Deaf & Hard of Hearing Association £4,CMXJ Fusilier Museum and Learning Centre The Tim Henman Foundation £4.(yJ) £4,( Bernard Sunley Foundation 41

Bernard Sunley Foundation 42

Financial Statements For the year ending 31st March 2025 Bernard Sunley Foundation 43

Financial Statements Statement of Financial Activities Incorporating an income and expenditure account Year ended 31st March 2025 UNRESTRICTED FUNDS 2025 2024 Notes Income from: Investments 3.032 2.954 Tot31 income 3.032 2.954 Expenditure on: Raising funds Charitable activities Ibl 785 745 Ic) 4,991 4,843 Total expenditure 5,776 5,588 Net expend¢ture before investments gains 12.7441 12.6341 Net g3in/llossl on investments 11,9461 21,268 Net Income / lexpenditurel and net movement in fitnd5 in year 14,6901 18,634 Funds brought forward at stsrt of year 172.406 153.772 Funds carried forward at end of year 167.716 172.406 All the above results are derived from continulng activities. The￿ are no re(ognised gains or1055es other than those stated above. The notes on pages 49-54 forni part of these financial ststements. Bernard Sunley Foundatlon 44

Financial Statements Balance Sheet At 31st March 2025 2025 2024 Notes Fixed assets Investments Stocks. shares. property funds at market value 158.023 172.207 Freehold properties Ihl 4,530 3.3 162,553 175,507 Net current assets Debtors and prepayments 209 315 Bank balances 10,766 2.211 10,975 2.526 Less.. Creditors and accruals til 15.5071 15.1971 5.468 12.6711 Long term liabilities Grant payments beyond one year 13051 14301 Totsl Net Assets 167.716 172.406 Represented by'.- The funds of the charity Unrestricted Funds 01 167.716 172.406 The notes on pages 49-54 form part of these financial statements. The Financial 5tstements We￿ appr(>ve(J nd authori5ed for issue by the Board of Trustees on 20th NOveM￿r 2025 and were Signed below on its behalf by.. Dr Brian W Martin Chairman, Finance Committee 20th November 2025 Bernard Sunley Foundation 45

Financial Statements Cash Flow Statement Year ended 31st March 2025 2025 2024 Notes Net cash oufflow from ¢)perating activitie5 Inl 12.4531 11,9231 Capitsl expenditure and finanaal investment PtJrch3se of investments 16.687) 115,9161 Proceeds from sale of invesbments 17.695 17.728 li.CQ8 1,812 Increase I Idecreasel in cash lol 8.555 Iiiii Bank balance brought forward 2,211 2,322 Bank balan￿ cafried forward 10.766 2,211 Bemard Sunley Foundation 46

Financial Statements Accounting Policies The principal accounting policies adopted. judgements and key sources of estimation uncertainty in the preparation of the financial statements are as follows: Income Recognition All income is recognised once the charity has entitlement to income, it is probable that income will be received and the amount of income receivable can be measured reliably. Investment income is recognised on a receivable basis once the amounts can be measured reliably. Statement of compliance The financial statements have been prepared in accordance with Accounting and Reporting by Charities.. Statement of Recommended Practice for Charities ISORP 20151 {Second Edition, effective l January 2019) applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland IFRS 102) (effective l January 2016) and the Companies Act 2006. Expenditure Recognition Expenditure is recognised in the period in which they are incurred. Expenditure includes attributable VAT which cannot be recovered. Expenditure consists of grants, support costs and governance costs, which are allocated to areas of activity in line with the level of direct costs for each area of activity. Bernard Sunley Foundation meets the definition of a public benefit entity under FRS 102. Expenditure on raising funds relates to the costs of managing the investment portfolio. The charity is a private company limited by guarantee. incorporated in England and Wales (company number: 05407187) and a charity registered in England and Wales (charity number: 11090991. The charity's registered address is Green Park House. 15 Stratton Street, London WIJ 8LQ. Single or multi-year grants are accounted for when either the recipient has a reasonable expectation that they will receive a grant or the Trustees have agreed to pay the grant without condition. Preparation of accounts on a going concern basis The Trustees consider there are no material uncertainties about the charity's ability to continue as a going concern. The review of our financial position, reserves levels and future plans gives Trustees confidence the charity remains a going concern for the foreseeable future. Allocation of support and governance costs and charitable activities Support costs are allocated to either charitable activities, when applied in order to meet its charitable objectives or to governance costs when costs are incurred in relation to the constitutional and ststutory requirements of the Foundation. Governance costs comprise all costs involving the public accountability of the charity and its compliance with regulation and good practice. These costs inclLJde costs related to statutory audit and professional fees. Funds structure Unrestricted income funds comprise those funds which the Trustees are free to use for any purpose in furtherance of the charitable objects. Bernard Sunley Foundation 47

Financial Statements Investments Investments are a form of basic financial instruments and are initially shown in the financial statements at market value. Movements in the market values of investments are shown as unrealised gains and losses in the Statement of Financial Activities. Cash at bank and in hand Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account. Creditors and provisions Creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount. Freehold Investment properties are valued every five years by an independent professional valuer and reported at open market price. Profits and10sse5 on the realisation of investments are shown as realised gains and losses in the Statement of Financial Activities. Realised gains and losses on investments are calculated between sales proceeds and their opening carrying values or their purchase value if acquired subsequent to the first day of the financial year. Unreali5ed gains and losses are calculated as the difference between the fair value at the year end and their carrying value. Realised and unrealised investment gains and losses are combined in the Statement of Financial Activities. Fixed assets Fixed assets are stated at cost or deemed cost (donated valuation at estimated fair value) less accumulated depreciation and impairment losses. Assets costing more than £l.OW are capitslised. Depreciation is calculated to write off the costs of the fixed asset in eaqual instalments and equal amounts. Computer equipment would be written off in three years and furniture and all other fittings and equipment would be written off in four years. Employee short term benefits Short term benefits including holiday pay are recognised as an expense in the period in which the service is received. Estimate5 and judgements Estimates and judgements are continually evaluated and are based on historical experience and other factors, including expectations of future events that are believed to be reasonable under the circumstsnces. Although these estimates are based on management's best knowledge of the amount, events or actions. actual results ultimately may differ from those estimates. The Trustees consider that there are no areas of judgement and estimation that have a significant effect on the financial statement5. Financial instruments The charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value. Debtors Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due. Bernard Sunley Foundation 48

Financial Statements Notes to Financial Statements 2025 2024 al Income from investments Investments 2,876 2.832 Bank interest 104 70 Rental income on freehold properknes 52 52 3,032 2.954 bl Analysis of expenditure 2025 Raising funds Charitable Governance Activities Costs Total Expenditure on.. Investment management cost 785 785 Trustee expenses 33 33 Audit fee 17 17 Leg31 and profe55ional Staffing costs 212 212 Office and p￿rnIses costs 134 134 785 57 1.188 Analysis of expenditure 2024 Investment management cost TrLtstee expenses Audit fee 745 745 35 35 13 13 Legal and professional Stsffing costs 254 254 Office and premises costs 119 119 745 373 49 1.167 Bernard SunSey Foundation 49

Financial Statements 2025 2024 cl Analysis of eypenditure 2024 and 2025 Grants approved Grants cancelled 4.588 12721 11691 Adjustment to prior year grant commitments 4.588 4,421 Charitsble activities support costs Inote bl 403 422 4.991 4.843 Grant commitments brought forward at stsrt of year Grant$ approved Less: Grants cancelled 5,537 4.656 4,860 4.588 12721 11691 Less.. Grant payments Adjustment to prior year grant commitments Grant commitments carried fornvard at end of year 14,3521 13,5401 5.773 5,537 Details of all grants approved above É5.000 a￿ detsiled on pages 26 to 30. All grants approved of £5,000 and less are listed on pa8es 32 to 37. Bernard Sunley Foundation 50

Financial Statements dl Trustees. Expenses And Remuneration £19,000 was reimbursed in travel expenses to 5 Trustees12024.. £20.c￿ to 5 Trustees). The Trustees ived no remuneration during the year12024.. £nill. 2025 2024 el Staff CostsAnd Numbers Average number of employees in the year was 312024- 31 Salaries 176 188 Pensions 18 18 Social security costs 15 19 209 225 One employee was in receipt of an annual salary between £l(K).(K)l and £IIO.Cm12024:1 between £90,001 and £IOO.(X)01. All three members of staff are cOnS￿lered to be key management personnel and the tot31 ￿MuneratiOn is 35 5tsted above. 2025 2024 n Gains/lLossesl on fixed Assets Realised - Investments 19711 425 Unrealised - Investments 19751 20,843 11.9461 21.268 2025 2024 gl Fixed Assets- Investments (Stocks, sha￿$, Property fund units and cash awaiting investment) Market value at stsrt of year 172.207 152.751 Additions at cost 6.687 15.916 Disposa15 at opening market value Net investment gain / Ilossl Market value at end of year 117,6951 117.7281 13.1761 21.268 158.023 172.207 Book cost at end of year 103.901 111.382 Analysis of Market Value Investments 157.329 171,488 Cash awaitin8 investment 694 719 158.023 172.207 At the end of the financial year the Foundation had tnvested £4.118,00012024.. £4.072.0001 with the BanNood Regional Property Growth Fund IV and comfflitted a fijrther £328.00012024.. £328,000). At the end of the year the Foundation had invested £9,n7.00012024: £9,538,000) with the BarwcxKI Urban Industrial Income Fund and committed a further É363.00012024-. £462.0001. During the year the Foundation invested £2.492,00012024= £793.0001 with the Barwood Regional Property Growth Fund Vand committe(13 further £557.00012024- £2.256.0001 Bernard Sunley Foundation 51

Financial Statements 2025 2024 h) Fixed Assets- Investment Valuation 4.530 3.3CM) The foundation's freehold Pfopethes were revalued by Symington Elvery, an independent firm of Chartered Valuation Surveyors. The valuation was prepared on the basis of Ma￿et value. subject to the terms of the lease. and the revised amounts have been recognised in the financial ststements as at 31 March 2025. 2025 2024 il Debtors And Prepayments Due within ofte yeor Debtors and prepayments 2( 315 2025 2024 il CreditorsAnd A¢cruals Due within one year Investment management fees 65 Approved grants Other creditor5 and accruals 5.468 5,107 39 25 S.507 5.197 Grants payable between one and three yeors 3.050 430 kl Taxation The Foundation is a re8lStered charity and therefore is rK)t liable to irKome tax orcorporation tax on income derived from its charitable activitie5. as It falls withkn the exemptions available to registered charitie Bernard Sunley Foundatlon 52

Financial Statements 11 ReseThes The Reserves of the Foundation are all Unrestricted Funds. 31.3.2024 Movement in Reserves 31.32025 Urtrestritted Funds Designated Funds Capital Fund 175,507 112,9541 162,553 General Fund 13,1011 8.264 5.163 172.406 14.6901 167.716 The Capital Fund is designated to be of a value equal to the fixed assets. The General Fund 15 equal to the balance of the reserves. ml Related Party Transactions Dr Brian W Marknn. Chairman of the Foundation'5 Finance Committee and Trustee. sits on the advisory Panel of the Barwood Regional Propety Growth Fund IV. He is a Tw5tee OF Sunley Orford Retirement Homes. The Foundation is the residual beneficiary of this charity. Mr Richard Tice, a member of the Foundation's Finance Committee. sits on the advisory panel of the Barwood Urban Industrial Income Fund. Of the grants approved or paid by the Foundation, the￿ were no charities Whe￿ Trustees or members of their immediate family are Trustees or have some connection. Bernard Sunley Faundatlon 53

Financial Statements 2024 2023 n) Cash Flow Reconciliation of net income lexpenditurel to rhet cash outflow fmm operating activities Net income / lexpenditurel for the year Decrease in debtors and p￿payMentS 14.6901 106 18.634 11931 Decrease in short term creditors (excluding grants) 1511 23 Increase in short terni creditors - grants 361 631 Decrease in long term c￿dItorS - grants Gains / Ilossesl on investments Net cash outtlow from operatin8 activitie5 11251 250 1.946 121.2681 12.4531 11.9231 ol Analysis of Changes in Net Funds at 31.0324 Cash outfl¢ at 31.0325 Cash at bank 2.211 8.555 10.766 Bernard Sunley Foundatlon 54

Financial Statements Bernard Sunley Foundation 55

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