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2025-08-01-accounts

WILLIAM CROSS FOUNDATION Reg. No. 1170005 EST 2016 Cartref, Homefield Road, Salfford, Bristol. Somerset BS313EG England and Wales Registered Charity 1170005 Trustees, Annual Report 2 August 2024- 1 August 2025 William Cross Foundation-Trustees' Annual Report 2024-25

WILLIAM CROSS FOUNDATION Reg. No. 1170005 REFERENCE ANDADMINISTRATIVE DETAILS Trustees Paul Cross lthairman) appointed 3.11.16 Lesa Cros5 (Vice Chaimianl appointed 3.11.16 Gordon Opie appointed 3.11.16 Charlty Name William Cr05s Foundatlon Reglstered Charlty Numbef 1170005 Reglstered Address Cartref Homefield Road Salrford BR15TOL Somer5et 8S313EG Independent Examlner Peregrine Chartered Accountant5 Old Bank The Triangle Paulton BRISTOL Somerset B539 7LE William Cross Foundation- Trustees. Annual Report 2024-25

WILLIAM CROSS FOUNDAnoN Re8. No. 1170005 Table of Contents REFERENCEAND AOMINISTRATIVE DETAIiS........-..-..-.-...-.....-.....-..-....--...-....--.......-......-.............-... TrUSTEES' REPORT FOR THE PU4IOD ENDED I AUGUST2025.....-..--...-.............................. OBJECTIVES ANDAcllviTIES_.-....-.-.....--.....--...-..-.-..-.....----...--...-..-......-..-.-..----..........-....... ACHIEVEMENTS AND pERFORM￿￿...............-..-......---.--.---.-...-............................-.......-.......-....... Fundraisin9...................................................-....-................................................-............................................ Beneftiorfes...................-..........................-..................................................................................... DEc￿￿oN5.....--....-...-............................----.....-.-...-..--..----..-.....-..-..-.......--. vrilliam Cross Foundation-Trustees' Annual Report 2024-25

WILLIAM CR055 FOUNDATION Reg. No. 1170005 TRUSTEES, REPORT FOR THE PERIOD ENDED I AUGUST 2025 The trustees present their report and accounts for the year ended l August 2025. The accolsnts have been prepared in a¢cordance with the accounting policies set out in the notes to the financial statements and comply with the charity's Trust Deed, the Charities Art 1993 and the Statement of Recommended Prartice, "Accounting and Reporting by Charities" issued in March 2005. {Note: The William CTOSS Foundation was formed In September 2016 and achieved registered status wlth the Charities Commission on 3 November 2016.) STRUCTURE, GOVERNANCE AND MANAGEMENT The charity is constrtuted as a Charitable Incorporated Organisation under a Foundation Constitution. OBJECTIVES AND ACTIVITIES The identified Charttable Objects are: To: {1) advance the education of the publ14 In particular but not exclusively, in the subjerts of muslc and polltics. in particular but not exclusively. ft)r young people nder the age of 25 throughout England and Wales, and {2) to promote any other purpose whlch Is charitable according to English law In such ways as the charity trustees think fit. The William Cross Foundation relies entirely on volunteers and neither employs staff nor owns any property. Trustees, Board Meetings were initially held on a monthly basis during the initial few months bLtrt now take place on a quarterly basis. Background The William Cross Foundation was formed in September 2016 following the tragic death of William Cross on 28 May 2016. William. the 17 year old son of Paul Cross and his wife Lesa, was afflicted by acute viral en¢eph3litis. a condition that results in death in only 1-500000 people. William Cross Foundation-Trustees' Annual Report 2024-25

WILLIAM CROSS FOUNDATION Reg. No. 1170005 William's involvement in many musical activities and his popularity in his home town meant that his death had a devastating impact on notjust his family and friends, but on a whole community. He was 3 House Prefect at Kingswood School. had formed his first band aged just 10, played in pubs, clubs and at events, and was an active member of the young Conservative5. Following an outpouring of public grief, and an immediate desire to do something in remembrance, Will's family and friends stsrted to organise collections and other fundraising ideas. Whilst the enthusiasm was tangible, there was a real and immediate need to exert some control and Structure to the fundraising in order to protect Will's family and to ensure that there was a sound structure as Will's legacy developed. ACHIEVEMENTS AND PERFORMANCE Fundraising The development of the Foundation's social media (Facebook and Twitter) enabled us to promote the brand and raise awareness of the charity in a way which would have never been possible previously. www.facebook.comlwilliamcrossfoundatlon twitter.comlwillsfoundatlon A website has been created which in the future will provide the mechanism for eligible young people to apply for funding from our Grants Programme via an on-line applications pro￿$$. Beneficiaries The Foundation has made no disbursements during the year ended l August 2025. DECLARATIONS The trustees declare that they have approved the trustees. report above. Signed on behalf of the charttV5 trustees Signaturelsl £s Full namelsl Paul Cross Lesa Cross Position Chairman Vice-chairman Date 26 May 2026 26 May 2026 William Cross Foundation-Trustees' Annual Report 2024-25

REGISTERED CHARITY NUMBER: 1170005

REPORT OF THE TRUSTEES AND

UNAUDITED FINANCIAL STATEMENTS

FOR THE YEAR ENDED 1 AUGUST 2025

FOR

WILLIAM CROSS FOUNDATION

Peregrine Chartered Certified Accountants Old Bank The Triangle Paulton Bristol BS39 7LE

WILLIAM CROSS FOUNDATION

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 1 AUGUST 2025

Page
Report of the Trustees 1
Independent Examiner's Report 2
Statement of Financial Activities 3
Balance Sheet 4
Notes to the Financial Statements 5 to 7
Detailed Statement of Financial Activities 8

WILLIAM CROSS FOUNDATION

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 1 AUGUST 2025

The trustees present their report with the financial statements of the charity for the year ended 1 August 2025. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is controlled by its governing documents, a deed of trust and constitutes a Charitable Incorporated Orgainisation (Companies House registration Number CE008451)

REFERENCE AND ADMINISTRATIVE DETAILS

Registered Charity number 1170005

Principal address

Cartref Homefield Road Saltford Bristol BS31 3EG

Trustees

P J Cross G D Opie Mrs L Cross

Independent Examiner

Peregrine Chartered Certified Accountants Old Bank The Triangle Paulton Bristol BS39 7LE

Approved by order of the board of trustees on ............................................. and signed on its behalf by:

........................................................................ P J Cross - Trustee

Page 1

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF WILLIAM CROSS FOUNDATION

Independent examiner's report to the trustees of William Cross Foundation

I report to the charity trustees on my examination of the accounts of William Cross Foundation (the Trust) for the year ended 1 August 2025.

Responsibilities and basis of report

As the charity trustees of the Trust 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 Trust's accounts carried out under Section 145 of the Act and in carrying out my examination I have followed all 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 Trust as required by Section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination.

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.

Peregrine

Peregrine Chartered Certified Accountants Old Bank The Triangle Paulton Bristol BS39 7LE

Date: .............................................

Page 2

WILLIAM CROSS FOUNDATION

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 1 AUGUST 2025

2025
Unrestricted
fund
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
-
EXPENDITURE ON
Raising funds
2
766
NET INCOME/(EXPENDITURE)
(766)
RECONCILIATION OF FUNDS
Total funds brought forward
22,097
TOTAL FUNDS CARRIED FORWARD
21,331
2024
Total
funds
£
1
820
(819)
22,916
22,097

The notes form part of these financial statements

Page 3

WILLIAM CROSS FOUNDATION

BALANCE SHEET 1 AUGUST 2025

2025
Unrestricted
fund
Notes
£
CURRENT ASSETS
Cash at bank and in hand
21,691
CREDITORS
Amounts falling due within one year
5
(360)
NET CURRENT ASSETS
21,331
TOTAL ASSETS LESS CURRENT LIABILITIES
21,331
NET ASSETS
21,331
FUNDS
6
Unrestricted funds
21,331
TOTAL FUNDS
21,331
2024
Total
funds
£
22,457
(360)
22,097
22,097
22,097
22,097
22,097

The financial statements were approved by the Board of Trustees and authorised for issue on ............................................. and were signed on its behalf by:

----- Start of picture text -----
.............................................
P J Cross - Trustee
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The notes form part of these financial statements

Page 4

WILLIAM CROSS FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 1 AUGUST 2025

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Taxation

The charity is exempt from tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

2. RAISING FUNDS

Raising donations and legacies

Raising donations and legacies
2025 2024
£ £
Support costs 766 820

3. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 1 August 2025 nor for the year ended 1 August 2024.

Trustees' expenses

There were no trustees' expenses paid for the year ended 1 August 2025 nor for the year ended 1 August 2024.

4. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

Unrestricted
fund
£
INCOME AND ENDOWMENTS FROM
Donations and legacies 1
EXPENDITURE ON
Raising funds 820
NET INCOME/(EXPENDITURE) (819)

Page 5

continued...

WILLIAM CROSS FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 1 AUGUST 2025

  1. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued
Unrestricted
fund
£
RECONCILIATION OF FUNDS
Total funds brought forward 22,916
TOTAL FUNDS CARRIED FORWARD 22,097
5. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2025 2024
£ £
Other creditors 360 360
6. MOVEMENT IN FUNDS
Net
movement At
At 2.8.24 in funds 1.8.25
£ £ £
Unrestricted funds
General fund 22,097 (766) 21,331
TOTAL FUNDS 22,097 (766) 21,331
Net movement in funds, included in the above are as follows:
Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund - (766) (766)
TOTAL FUNDS - (766) (766)
Comparatives for movement in funds
Net
movement At
At 2.8.23 in funds 1.8.24
£ £ £
Unrestricted funds
General fund 22,916 (819) 22,097
TOTAL FUNDS 22,916 (819) 22,097

Page 6

continued...

WILLIAM CROSS FOUNDATION

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 1 AUGUST 2025

6. MOVEMENT IN FUNDS - continued

Comparative net movement in funds, included in the above are as follows:

Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 1 (820) (819)
TOTAL FUNDS 1 (820) (819)

A current year 12 months and prior year 12 months combined position is as follows:

Net
movement
At 2.8.23
in funds
£
£
Unrestricted funds
General fund
22,916
(1,585)
TOTAL FUNDS
22,916
(1,585)
At
1.8.25
£
21,331
21,331

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 1 (1,586) (1,585)
TOTAL FUNDS 1 (1,586) (1,585)

7. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 1 August 2025.

Page 7

WILLIAM CROSS FOUNDATION

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 1 AUGUST 2025

2025 2024
£ £
INCOME AND ENDOWMENTS
Donations and legacies
Gifts - 1
Total incoming resources - 1
EXPENDITURE
Support costs
Management
Computer costs 400 210
Finance
Bank charges 6 8
Governance costs
Accountancy and legal fees 360 602
Total resources expended 766 820
Net expenditure (766) (819)

This page does not form part of the statutory financial statements

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