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2025-09-30-accounts

Windsor Fellowship Trust

Report and Accounts Year ended 30 September 2025

1 Lamb's Passage, London EC1Y 8AB www.stewardship.org.uk

WINDSOR FELLOWSHIP TRUST

LEGAL & ADMINISTRATIVE DETAILS

FOR THE YEAR ENDED 30 SEPTEMBER 2025

ADDRESS FOR CORRESPONDENCE Christ Church URC 12 William Street WINDSOR SL4 1BA WORKING NAME Grace Church Windsor GOVERNING DOCUMENT Constitution dated 31 March 2016 CHARITY REGISTRATION NUMBER 1166996

TRUSTEES RESPONSIBLE FOR MANAGING THE CHARITY

Rev. A Symes (appointed April 2025) Mr C Hopkins (appointed June 2026) Rev. P Taylor (appointed July 2025) Mrs R. Williams (appointed July 2026) Ms K Baker (appointed May 2025 and resigned July 2026) Rev. S Brewster (resigned April 2025) Mrs A Felce (resigned May 2025) Mr E Mishambi (resigned October 2024) Mr G Thomas (resigned January 2025) Mrs S Windsor (resigned January 2025) Rev. J Burgess (resigned July 2026)

BANKERS Metro Bank PLC

INDEPENDENT EXAMINER

Nick Spear ACCA Stewardship 1 Lamb's Passage LONDON EC1Y 8AB

INDEX

Page 1 Legal & Administrative Details Pages 2-3 Report of the Trustees Page 4 Independent Examiner's Report Page 5 Receipts and Payments Account Page 6 Statement of Assets and Liabilities Page 7 Notes to the Accounts

1

WINDSOR FELLOWSHIP TRUST REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 SEPTEMBER 2025

The Trustees have pleasure in submitting the Report and Accounts for the year ended 30 September 2025.

Objects of the charity

The purpose of the charity is the advancement of the Christian faith in accordance with the Basis of Faith with such other charitable purposes, as shall facilitate the work of the Fellowship.

Summary of the charity's main activities and achievements

The regular worship and witness of Grace Church Windsor has continued faithfully, despite setbacks. Sunday services, where worship, the preaching of the word and administration of the sacraments, are open to all, are a great encouragement to those who gather week by week. A dedicated team of lay leaders has continued to manage and develop important areas of ministry, such as midweek groups, children’s clubs, music, finance and pastoral care.

Numbers attending services have grown steadily, and we have been especially encouraged to see young adults finding faith for the first time and being nurtured through the ministry of the church. The church has continued to support outreach projects in the town of Windsor, such as Windsor Christian Action and the Foodshare, as well as mission partners in London and North Africa.

For various reasons, the Senior Minister and the Chair of Trustees resigned in April 2025. Given that the Assistant Minister was due to leave in July, this created a potential crisis for the church.

New Trustees were appointed and oversaw a process leading to a new Church Council of lay people being established. This group has taken responsibility for church activities and managing different areas of ministry day to day, such as music, children’s work and administration. The Trustees have continued to be responsible for regulatory governance and policy decisions according to the Constitution. Lay members and visiting clergy have ensured continuity in leading of services and preaching.

The Trust’s property has been renovated while the church seeks to appoint a new Minister and is subsequently let on a short-term basis. A plan is being put in place to revise the governance structure of the trust and the church.

The Trustees, working in collaboration with lay leaders, have also ensured that finances are stabilised, following the warning given about fall in income in the financial report of 2023-24. They are confident that the Charity has enough reserves and monthly income to maintain and develop its activities successfully.

We believe that the fellowship has shown resilience and faith in the face of difficult circumstances and can look forward to the future with hope.

In planning the activities, the Trustees have applied the guidance on public benefit issued by the Charity Commission.

2

WINDSOR FELLOWSHIP TRUST REPORT OF THE TRUSTEES

FOR THE YEAR ENDED 30 SEPTEMBER 2025

Financial review

During the year total receipts were £86,092 (2024: £154,734). Total payments were £129,489 (2024: £137,449). At year end unrestricted cash reserves were £31,700 (2024: £75,462).

Reserves policy

The Trustees aim to maintain free reserves in unrestricted funds at a level which equates to approximately three months’ unrestricted charitable expenditure. The Trustees consider that this level will provide sufficient funds to manage in the event of a sudden fall in income. The balance held as unrestricted funds on 30 September 2025 was £31,700; budgeted 3 months’ cash payments are approximately £20,000. The Trustees consider that this level of reserves is appropriate as the Church grows and develops plans for future activities and is in line with the Reserves Policy that they have adopted.

Structure and Management

The Trustees (who are also the members of the CIO) are aware of the objectives and activities of the Church. All Trustees seek to keep abreast of relevant legislation and good practice. On appointment Trustees are given copies of the Annual Report and accounts, the Constitution, and all the Church’s policy documents. The Trustees make all policy decisions and define the boundaries within which the leadership of Grace Church Windsor run the fellowship and its day-to-day activities.

Responsibilities of trustees

Charity law requires us as Trustees to prepare financial statements for each accounting year which record the receipts and payments of the charity for the year.

We are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and enable us to ensure that the financial statements comply with the Charities Act 2011.

We also have a responsibility to safeguard the assets of the charity and to take reasonable steps to prevent fraud or any other irregularities.

Approval

This report was approved by the trustees and signed on their behalf by:

AndrewJBSymes

AndrewJBSymes (Jul 16, 2026 09:14:53 GMT+1)

Rev A. Symes, Chair of Trustees

Date: Jul 16, 2026

3

INDEPENDENT EXAMINER'S REPORT

TO THE TRUSTEES OF

WINDSOR FELLOWSHIP TRUST

I report to the trustees on my examination of the accounts of Windsor Fellowship Trust (the charity) for the year ended 30 September 2025 on pages 5 to 7 following.

Responsibilities and basis of report

As the charity trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).

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

Independent examiner’s statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the charity as required by section 130 of the Act; or

  2. the accounts do not accord with those records.

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

Nick Spear

Nick Spear (Jul 16, 2026 10:00:10 GMT+1)

Nick Spear ACCA

Stewardship 1 Lamb's Passage LONDON EC1Y 8AB

Date: Jul 16, 2026

4

WINDSOR FELLOWSHIP TRUST

RECEIPTS AND PAYMENTS ACCOUNT

FOR THE YEAR ENDED 30 SEPTEMBER 2025

Notes
Receipts
Donations
Gift aid receipts
Grants
Events
Bank Interest
Other income
Total receipts
Payments
Direct costs in furtherance of the charity's objectives
2
Loan repayments
7
Loan interest
7
Total payments
Net receipts / (payments) before transfers
Transfers between funds
Net movement in funds
Cash funds as at last year end
Cash funds at this year end
Unrestricted
funds
Restricted
funds
2025
Totals
2024
Totals
£
£
£
£
83,644

465
84,109
124,871
-
-
-
20,982
-
-
-
5,000
83,644
465
84,109
150,853
1,061
-
1,061
3,380
783
-
783
-
140
-
140
501
85,627
465
86,092
154,734
84,039
100
84,139
92,098
8,759
-
8,759
8,333
36,591
-
36,591
37,017
129,389
100
129,489
137,449
(43,762)
365
(43,397)
17,285
-
-
-
-
(43,762)
365
(43,397)
17,285
75,462
-
75,462
58,177
31,700
365
32,065
75,462

The notes on page 7 form part of these accounts.

5

WINDSOR FELLOWSHIP TRUST

STATEMENT OF ASSETS AND LIABILITIES

AT 30 SEPTEMBER 2025

1. Fixed assets
The assets owned are:
Freehold building (Minister's house) at cost
Freehold building (Minister's house) improvements at cost
2. Cash funds
Cash at bank with immediate access
3. Other monetary assets
Gift aid tax recovery not yet received
Other monetary assets
4. Creditors and amounts payable
Pension contributions payable
Accrued loan interest payable
Accrued expenses (Restricted)
5. Loan secured by mortgage on freehold building
Repayable by instalments over the period to 26 February 2029 with interest at 5%
p.a.
Unbilled fee for accounts preparation and independent examination
2025
2024
£
£
728,016
728,016
139,032
139,032
867,048
867,048
£
£
32,065
75,462
32,065
75,462
£
£
16,228
678
-
615
16,228
1,293
1,344
1,320
-
704
598
605
347
-
1,942
2,629
727,059
735,817

This loan to the charity has been made by a family relative of a Trustee who has resigned during the year.

As there was potential for a technical conflict of interest in borrowing from a relative of a Trustee, Charity Commission advice was sought and the Charity Commission confirmed on 22 September 2017 that the arrangements were satisfactory.

The charity has not given any guarantees.

Other than the loan disclosed above, there are no outstanding debts at the date of the statement of assets and liabilities, which are owed and which are secured by an express charge on any of the assets of the charity.

Except where indicated from the statement of receipts and payments or above, all the assets and liabilities are in respect of the charity’s unrestricted funds.

The accounts were approved by the trustees and signed on their behalf

by AndrewJBSymes Date Jul 16, 2026 --------------------------------AndrewJBSymes (Jul 16, 2026 09:14:53 GMT+1) -------------------------Rev A. Symes, Chair of Trustees

The notes on page 7 form part of these accounts.

6

WINDSOR FELLOWSHIP TRUST

NOTES TO THE ACCOUNTS

FOR THE YEAR ENDED 30 SEPTEMBER 2025

1. Accounting policies

The accounts have been prepared on a receipts and payments basis and comprise a statement that shows the charity's receipts and payments, a statement that summarises the charity's assets and liabilities and related notes. The accountancy profession have determined that only accounts prepared in accordance with applicable accounting standards present a 'true and fair' view and, as these receipts and payments accounts have not (and cannot) be prepared in accordance with accounting standards, these accounts do not present (and are not intended to present) a 'true and fair' view of the charity's financial activities and state of affairs.

General funds are unrestricted funds which are available for use at the discretion of the trustees in furtherance of the general objectives of the charity. Designated funds comprise unrestricted funds that have been set aside by the trustees for particular purposes. Restricted funds are donations which are to be used in accordance with specific restrictions imposed by donors; they include donations received from appeals for specific activities or projects.

2. Direct costs
Employment costs (note 3)
Minister's expenses
Secretarial services
Property costs (note 4)
Church expenses
Events
Gift
Insurance
Marketing
Accounts preparation and examination
Mission support grants (note 5)
Anglican Mission in England subscription
Administration
General
Restricted
Total
Total
funds
funds
2025
2024
£
£
£
£
56,709
-
56,709
63,109
1,513
-
1,513
1,105
3,571
-
3,571
3,017
12,146
-
12,146
10,805
2,131
-
2,131
3,695
1,394
-
1,394
3,059
-
100
100
-
274
-
274
285
52
-
52
891
1,325
-
1,325
1,230
3,000
-
3,000
3,150
1,924
-
1,924
962
-
-
-
791
84,039
100
84,139
92,098

3. Employees and pensions

In 2025 the charity employed 2 full time employees (2024 2 full time employees).

4. Property costs 2025 2024
£ £
Rent of venues for Sunday meetings 5,400 5,550
Council tax, insurance and utilities for minister's house 4,428 3,899
Maintenance and improvement of minister's house 2,317 1,356
12,146 10,805
5. Mission support grants 2025 2024
£ £
London City Mission 3,000 3,000
Small grants <£250 - 150
3,000 3,150
6. Movement of restricted funds Balance at Balance at
01/10/24 Receipts Payments Transfers 30/09/25
£ £ £ £
Leaving Gift - 365 - - 365
Hardship Support - 100 (100) - -

The restricted leaving gift fund was for donations received towards a leaving gift for James Dancer. The restricted hardship support fund was for donations received to support people in need.

7. Transactions with related parties

Other than interest of £36,591 (2024: £37,017) and loan repayments of £8,759 (2024: £8,333) to a family member of a trustee who has resigned during the year, no amounts were paid to any trustee or to any person connected to them.

7