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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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

www.bernardsunley.org