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2025-12-31-accounts

Friends of St Cross Hospital Winchester Annual Report and Financial Statements for the year ended 31 December 2025

Annual Report and Financial Statements

For the year ended 31 December 2025

Charity No. 1143173

Friends of St Cross Hospital Winchester Annual Report and Financial Statements for the year ended 31 December 2025

Index
Report of the Trustees 1 - 4
Report of the Independent Examiner 5 - 6
Accounting policies 7
Statement of financial activities 8
Balance sheet 9
Notes to the financial statements 10 - 12

Friends of St Cross Hospital Winchester Annual Report and Financial Statements for the year ended 31 December 2025

1

Report of the Trustees

The Trustees present their report and the financial statements of the Charity for the period ended 31 December 2025

The Hospital of St Cross

Described by Simon Jenkins as “England’s oldest and most perfect almshouse” the Hospital continues to provide charitable support and a home for up to 25 Brothers. The complex of buildings comprises a fine Norman Church, the accommodation wing, and the halls and supporting rooms, all set in tranquil gardens.

The Hospital is famous for its unique and ancient tradition of the Wayfarer’s Dole. All visitors can receive a drink of beer and some bread reflecting ancient times when travelling pilgrims and merchants received this sustenance when they passed by.

The Hospital is open to visitors 363 days of the year. For much of the year refreshments are available in the Hundred Men’s Hall, on the site where, from the late fourteenth century, the “hundred men” were fed each day.

Reference and administrative details

Charity registration number 1143173

Address

c/o Porter's Lodge, Hospital of St Cross, Winchester, SO23 9SD

Trustees

John Pringle (Chair) Philippa Billington Marion Carr Anthony Gaster (Treasurer) Fiona Goodman Lesley Loughridge Clare MacDonnell Felicity Pennycook Emma Pike (appointed 10.4.25) Jonathan Portal Gillian Rushton (resigned 10.4.25) Stephen Shuttleworth Jonathan Sleath Susan Woodward

Bankers CAF Bank Limited Co-Operative Bank plc CCLA Investment Management Limited

Independent examiner Data Developments

Friends of St Cross Hospital Winchester Annual Report and Financial Statements for the year ended 31 December 2025

2

Report of the Trustees

Structure, governance and management

Governing document

The Charity is governed by its Constitution.

Trustees

In accordance with the Constitution new Trustees may be appointed from the membership. Nominations proposed and seconded by members must be received by the Trustees at least fourteen days before the date of the Annual General Meeting. Elections take into account personal competence, specialist skills and local availability. Trustees serve for a term of three years after which period they are eligible for reelection. The Constitution specifies that two Trustees must also be Trustees of the Hospital of St Cross.

Trustee training

New Trustees are inducted into the working of the Charity and the Hospital of St Cross by other Trustees, the Master of St Cross and the Clerk to the Trustees of the Hospital.

Organisational management

The Trustees meet as a Board at least four times a year to determine the general policy of the Charity and review its overall management and control, for which they are legally responsible. The Board delegates to three committees, the Marketing Committee, the Finance and Administration Committee, and the Nominations Committee the detailed running of the Charity. The part-time Administrator and the volunteer Treasurer manage the day-to-day administration of the membership and finance.

Organisational relationship

The Charity works closely with the Trustees and management of the Hospital of St Cross.

Risk Management

The Trustees have examined the principal areas of risk of the Charity’s operations and considered the risks faced in each area. In the opinion of the Trustees the Charity has established resources and review systems which, under normal circumstances, should allow these risks to be mitigated to an acceptable level in its day-to-day operations.

Objects

The Charity’s objects are:

The principal means by which the Charity aims to achieve these objectives is by soliciting memberships in order to raise funds for preservation and maintenance, and by organising events to advance knowledge and appreciation of the Hospital of St Cross and other subjects.

The Trustees confirm that they have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing the Charity's aims and objectives and in planning future activities.

Friends of St Cross Hospital Winchester Annual Report and Financial Statements for the year ended 31 December 2025

3

Report of the Trustees

Achievements

During the year a total of 79 new Friends Memberships were added. However, deaths and non-renewals totalled 40 so that there was a net gain of 39 memberships. This brought the total number of Memberships at the end of the year to 537 and individual Friends to 788. During 2025 19 events were organised, including 6 lectures and 3 lunches. We continue to seek different events to benefit our Friends and encourage new memberships.

Communication with our Friends was maintained through our annual reports and monthly eBulletins. Social Media ensured that news about the Hospital and community happenings was available to Friends. A grant corresponding to the surplus achieved in 2024 of £21,000 was made to the Hospital for the following projects:

During the year one new Trustee joined the Friends Board and one trustee stood down. The Board together with the part-time Administrator and a Brother’s representative met quarterly during the year. The Marketing and Finance and Administration Committees met at least quarterly to take forward the regular management of the Charity. The Nominations Committee did not meet in 2025.

Future Plans

We will continue to seek new memberships and promote our activities, keeping in touch with our Friends with regular monthly communications. Together with the Hospital initial ideas have been discussed for celebrating the 900th anniversary of the founding of the Hospital in 2032.

To secure smooth succession we continue to seek new Trustees to take forward the work of your charity. If you would like to be involved, please contact the Chairman.

Financial Review

2025 was a strong year for the Friends with net incoming resources of £36,018 (2024 £19,652) before grants. Increased membership together with a rise in the membership fee led to a £2,754 increase in membership income. In addition, we received legacies of £4,319. Net income from events was over £16,000 compared to around £7,000 in 2024. This increase is almost entirely as a result of holding the Summer Party in the grounds of the Hospital this year, with no equivalent event in 2024.

Net incoming resources of £15,018 (2024 £2,652) is after a grant of £21,000 to the Hospital (2024 £17,000). Our reserves now stand at £76,646 (2024 £61,628), so we are in a strong position to continue supporting the Hospital with annual grants and also consider special arrangements in their 900[th] anniversary year 2032.

Investment and reserves policy

Investment Policy

Funds surplus to current requirements are transferred to the CCLA Charities Deposit Fund to benefit from a higher rate of interest.

Allocation of Funds and Reserves policy

Funds from net incoming resources each year will be allocated by the Board of Trustees to projects identified by the Trustees of the Hospital. A proportion of the net income may be retained as a reserve against major projects or emergency requests from the Hospital.

Friends of St Cross Hospital Winchester

4

Annual Report and Financial Statements for the year ended 31 December 2025

Trustees' responsibilities for the financial statements

Charity law in the United Kingdom requires the Trustees to prepare financial statements for each financial year, which give a true and fair view of the Charity's financial activities during the year and of its financial position at the end of the year. In preparing those financial statements, the Trustees should follow best practice and:

The Trustees are responsible for keeping accounting records which disclose with reasonable accuracy the financial position of the Charity and which enable them to ascertain the financial position of the Charity and to ensure that the financial statements comply with applicable law. 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.

The Trustees confirm that they have followed these charity law requirements in the year under consideration.

ON BEHALF OF THE TRUSTEES

John Pringle Chairman

Friends of St Cross Hospital Winchester Annual Report and Financial Statements for the year ended 31 December 2025

5

Independent Examiner’s Report to the Trustees of Friends of St Cross Hospital Winchester

I report on the financial statements of Friends of St Cross Hospital Winchester for the year ended 31 December 2025, which are set out on pages 7-12.

Respective responsibilities of Trustees and Examiner

The Charity’s Trustees are responsible for the preparation of the financial statements. The Charity’s Trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act)) and that an independent examination is needed.

It is my responsibility to:

This report, including my statement, have been prepared for and only for the Charity’s Trustees as a body. My work has been undertaken so that I might state to the Charity’s Trustees those matters I am required to state to them in an independent examiner’s report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the Charity and the Charity’s Trustees as a body for my examination work, for this report, or for the statements I have made.

Basis of Independent Examiner's report

My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the financial statements presented with those records. It also includes consideration of any unusual items or disclosures in the financial statements and seeking explanations from you as Trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the financial statements present a 'true and fair' view and the report is limited to those matters set out in the statement below.

Independent Examiner's statement

In connection with my examination, which is complete, no matters have come to my attention which give me reasonable cause to believe that in any material respect:

Friends of St Cross Hospital Winchester Annual Report and Financial Statements for the year ended 31 December 2025

6

Independent Examiner’s Report to the Trustees of Friends of St Cross Hospital Winchester

I have no concerns and have come across no other matters in connection with the examination to which, in my opinion, attention should be drawn in order to enable a proper understanding of the financial statements to be reached.

Data Developments Date:27[th] March 2026

Friends of St Cross Hospital Winchester Annual Report and Financial Statements for the year ended 31 December 2025

Principal accounting policies

Basis of preparation

The financial statements have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2015) – (Charities SORP FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Charities Act 2011.

The Friends of St Cross Hospital Winchester meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy.

The principal accounting policies are set out below.

Going concern

The financial statements have been prepared on the basis that the Charity is a going concern. The Trustees consider that there are no material uncertainties on the Charity’s ability to continue its activities for the foreseeable future.

Income

Memberships

Annual memberships are recognised in full in the year in which they are received. Term memberships of 5 and 10 years are amortised over the relevant period with a full year recognised in the year of receipt. Life memberships are amortised over a period of 15 years with a full year recognised in the year of receipt. Gift Aid income tax recoveries are recognised in the year in which they are claimed.

Legacies

Legacies are recognised once notification of payment has been received from the Executor(s) of the estate.

Other voluntary income

Donations and other revenues are recognised in full in the year of receipt. Sponsorship income is recognised in the year in which the sponsored event(s) takes place.

Investment income

Interest and other investment income is accounted for when received.

Resources expended

Costs of Charitable activities include support costs associated with the management of the Charity. Governance costs comprise all costs involving the public accountability of the Charity and its compliance with regulations and good practice.

Grants payable are recognised in the balance sheet as a liability once the grant has been notified to the recipient and is unconditional.

Friends of St Cross Hospital Winchester Annual Report and Financial Statements for the year ended 31 December 2025

8

Statement of financial activities

Note Unrestricted funds Unrestricted funds
2025 2024
£ £
Incoming resources
Voluntary income 1 29,048 21,450
Activities for generating funds 2 26,329 11,862
Investment income 3 3,104 3,791
----------------------------------------------- -----------------------------------------------
Total incoming resources 58,481 37,103
----------------------------------------------- -----------------------------------------------
Resources expended
Costs of generating funds:
Costs of fund-raising events 9,705 4,460
Charitable activities:
Grants to the Hospital of St Cross 21,000 17,000
Support costs 4 12,758 12,991
----------------------------------------------- -----------------------------------------------
Total resources expended 43,463 34,451
----------------------------------------------- -----------------------------------------------
Net incoming resources for the year 15,018 2,652
Balance brought forward 61,628 58,976
----------------------------------------------- -----------------------------------------------
Balance carried forward 76,646 61,628
==================== ====================

Friends of St Cross Hospital Winchester Annual Report and Financial Statements for the year ended 31 December 2025

9

Balance sheet

2025 2024
£ £
Fixed assets
Investments 5 79,042 72,943
----------------------------------------------- -----------------------------------------------
Current assets
Debtors 6 234 859
Cash at bank and in hand 8,314 2,730
Current liabilities
Creditors 7 (300) (1,720)
Deferred income 8 (10,644) (13,184)
----------------------------------------------- -----------------------------------------------
Net current liabilities (2,396) (14,904)
----------------------------------------------- -----------------------------------------------
Total assets less current liabilities 76,646 61,628
==================== ====================
Representing:
Unrestricted funds 76,646 61,628
==================== ====================

The financial statements were approved by the Board of Trustees on 23 April 2026

Tony Gaster - Treasurer

The accompanying accounting policies and notes form part of these financial statements.

Friends of St Cross Hospital Winchester Annual Report and Financial Statements for the year ended 31 December 2025

10

1

3

4

Notes to the financial statements

Voluntary income

2

2025 2024
£ £
Membership 18,562 15,808
Gift Aid recoveries 3,504 3,085
Donations 1,163 1,057
Legacies 4,319 -
Sponsorship 1,500 1,500
----------------------- -----------------------------------------------
29,048 21,450
============= ===================
Activities for generating funds
2025 2024
£ £
Events 26,079 11,262
Advertising 250 600
------------------------ -----------------------------------------------
26,329 11,862
============== ===================
Investment income
2025 2024
£ £
Interest on bank deposits 3,104 3,791
============ ====================
Support costs
2025 2024
£ £
Printing, postage, stationery etc 3,197 3,286
IT costs 1,446 783
Professional fees 7,580 7,964
Insurance 235 245
Training - 463
Governance costs (independent examination) 300 250
-------------------------- -----------------------------------------------
12,758 12,991
=============== ====================

The Charity has no employees. The Trustees received reimbursement of expenses totalling £nil (2024: £nil).

Friends of St Cross Hospital Winchester Annual Report and Financial Statements for the year ended 31 December 2025

11

5 Investments
2025 2024
£ £
COIF Charities Deposit Fund
At 1 January 72,943 68,152
Interest received 3,104 3,791
Net transfer of funds 2,995 1,000
----------------------------------------------- -----------------------------------------------
At 31 December 79,042 72,943
================ ==============
6 Debtors
2025 2024
£ £
Gift Aid claimed 234 859
----------------------------------------------- -----------------------------------------------
234 859
================ ==============
7 Creditors
2025 2024
£ £
Independent Examination 300 250
Tickets sold in advance - 1,470
----------------------------------------------- -----------------------------------------------
300 1,720
================ ==============
8 Deferred income
2025 2024
£ £
At 1 January 13,184 14,699
Resources deferred during the year 1,688 2,687
Amounts released from previous years (4,228) (4,202)
----------------------------------------------- -----------------------------------------------
At 31 December 10,644 13,184
================ ==============

9 Related parties

There have been no related party transactions during the year (2024: £nil).

Friends of St Cross Hospital Winchester Annual Report and Financial Statements for the year ended 31 December 2025

12

Prior year comparative

Statement of financial activities

Unrestricted funds Unrestricted funds
2024 2023
£ £
Incoming resources
Voluntary income 21,450 21,235
Activities for generating funds 11,862 17,957
Investment income 3,791 3,552
---------------------------------------------- -----------------------------------------------
Total incoming resources 37,103 42,744
---------------------------------------------- -----------------------------------------------
Resources expended
Costs of generating funds:
Costs of fund-raising events 4,460 6,958
Charitable activities:
Grants to the Hospital of St Cross 17,000 17,000
Support costs 12,991 11,064
---------------------------------------------- -----------------------------------------------
Total resources expended 34,451 35,022
----------------------------------------------- -----------------------------------------------
Net incoming resources for the year 2,652 7,722
Balance brought forward 58,976 51,254
----------------------------------------------- -----------------------------------------------
Balance carried forward 61,628 58,976
==================== ====================