Bishop Thomas Grant Charitable Foundation Report of the Trustees and Accounts I September 2024 to 31 August 2025 Re i5tered Cha Number 117502 Blshop Th0Ths Gmnt Chorltoble FoundotiLin- Belltrees6rove Streuthom London 5W16 2HY
BISHOP THOMAS GRANT CHARITABLE FOUNDATION CONTENTS Index Page Charity Information Page Report of the Trustees Pages 4-6 Minutes of the AGM held on 08th December 2025 Pages 7-8 Accounts Page Basts of preparation of the report of the examiner Page 10 Statement of Financial Activities Page 10 Report of the Independent Examiner Pages 11- 12 Notes to the Financial Statement5 Page 13
CHARITY INFORMATION CHARITY NAME: Bishop Thomas Grant Charitable Foundation PRINCIPALOFFICE: Belltree5 Grove, Streatham, London SW16 2HY TRUSTEES: Mr Stephen Beck - Chairman Ms Bernadette Boyle Miss Mary Murray Mrs Shelley Thompson Mrs Michelle Desira - Treasurer SECRETARY/8ookkeeper: Mrs Patricia Spinks REGISTERED CHARITY No: 1175028 BANKERS: Lloyds Bank, 25 Gresham Street, London EC2V 7HN. INDEPENDENT EXAMINER: Mrs Anne Jackson, Selsdon CR2 7NS
BISHOP THOMAS GRANT CHARITABLE FOUNDATION TRUSTEES, REPORT FOR THE YEAR ENDED 31" AUGUST 2025 The trustees present their report ond the charity'sfinuncial stotementsfor the year ended 31st August 2025. The reference and administrative details set out on poge 3 form part of this report. Thefinancial statements huve been prepared in accordonce with the accounting policies Set out on page 10 of this report. Bishop Thomas Grant Charitable Foundatlon is a CIO organisation reglstered as a charity (number 11750281 under the Charities Act 2011. It is governed by a constitution dated 9 October 2017. The Ob'ectives of the Foundation These remain unchanged and are based on the advancement of education, primarily, but not exclusively, for students.at Roman Catholic schoo55 in the Catholic Archdiocese of Southwarl(, and malnly for those at 8i5hop Thomas Grant Roman Catholic Secondary School, Belltrees Grove, Streatham, London SW16 2HY, This will include providing financial assistance to support projects that enhance provision and relief for those in need due to ill health, disability, economic hardship, or other disadvantages Iwithout imposing any limitations). It will primarilyy but not exclusively, provide grant5 and bursaries to students at Roman Catholic 5choo15 in the Diocese of Southwark, particularly school students, by providing financlal assistance. Trustees are appointed by resolution of the existing Trustees. All material items and the day-t(Fday running of the charity are discussed and agreed upon by the Trustees. Projects and Activities The Foundation, established in 2017. is now well established, and the Trustees are pleased to report steady progress during the reporting period. The charity has continued to strengthen its funding base through an annual appeal and occasional in-year appeals for regular and one-off donations, and the monitoring of ongoing receipts. The introduction of donations via the school's ParentPay portal last year has resulted in a small number ot donations through this channel. These initiatives are developing and have helped maintain and build on the level of one-off and regular contributions. Despite ongoing challenges in the broader economic climate, the Foundation has been encouraged by the level of SL¢pport from both new and established donors. The Trustees once again wish to record their sincere appreciation to all voluntary staff and volunteers who have contributed their time and expertise. Their commitment remains fundamental to the Foundation's ability to dellver its charitable activities and to continue its work in support of students, the school and broader communities. Prudent management of unrestritted reserves has enabled the Foundation to maintain funding levels while generating a reasonable return on short-term investment5. These funds have been held to preserve liquidity and ensure the Foundatlon's continued capacity to meet its charitable oblectives and respond promptly to identified needs. Fundraising The Trustees extend their thank5 once again to Mrs Spinks for her exemplary work in Stewarding donor relationships and managing the acl(nowledEement of contributions. Her efforts continue to foster strong goodwill among supporters and enhance the Foundation's reputation.
As previously agreed with the school, she h35 been allocated a limited portion of her working hours to undertBke Foundation-related tasks, enablin8 efficient follow-up on delayed or incomplete pledge5, includin8 those affected by unsuccessful standing orders or administrative issues. Her accounting expertise is greatly valued. Supporters continue to give within their means through a range of methods. including standing orders, cash, cheques, and, increasingly, ParentPay and PayPal. During the reporting year, the Foundatlon awarded £52,532.29 to Bishop Thomas Grant School for a range ot identified non-recurring needs for which alternatlve fundlng sources are not avallable, and the Trustees are pleased to note the school's formal appreciation for this support. Use of Funds and Strateglc Support The Trustees remain mindful of the significant impact of students, learning environments, facillties, and re50urce5 on their educational experience and well-belng. In line with its charitable purpose, the Foundatlon prioritises funding for school development and individual student needs when alternative sources of finance are unavailable and considers supporting hardship cases identified by the school. During the year, the school has faced 3 real-terms reduction In state funding, necessltatlng careful budget management to sustain existing provision. To help mitigate this, the Foundation aEreed to support the upgrading of the school's information technology infrastructure. This investment ensures that students continue to benefit from high-quality digital facilities and helps the school maintain its strong position within the local community, as reflected by it5 ongoing oversub5cription. The Trustees have also continued thelr support for the school'5 proposed development of enhanced on- site sporting facilities. Progress through the local authority plannin8 process has been lengthy, tomplex, and costlyi and the projected timeline ha5 been unavoidably extended. However, the Trustees are erbcouraged that a decision from the local authority planning committee is expected in the new year. The Foundatlon offers its sincere thanl(s to Malcolm Alsop, whose professional guidance and determination have been instrumental in advancing thÈ planning process. In anticipation of the project reaching the implementation stage, the Foundation has contlnued to build its reserves to ensure it can provlde the level of support required to deliver the development effectively once approved and to secure the substantial beneflt5 It will bring to students. the school, and the wider community. The Trustees will also continue to consider requests for additional assistance for students and families through existing school support mechanisms during this interim period. Reserde5 oli¢ The charity's trustees have maintained access to reserves sufficient to support the day-to-day operations of the Charitable Fotsndation, enable timely responses to requests for support, and fund any fundraising activities. This particularly relates to the current P051tion regarding disadvantaged young people. Risk revlew The Trustees have conducted a risk review that confirmed that the continuation of the Charitable Foundation depends on volunteer support. Malntaining a good relatlonshlp with volunteers is essential. An annual ri51( review will align with any proposed developments in Charltable Foundation activities.
Statement of trustees, res onsibilities The trustees are required by law to prepare financial statements for each financlal year, whlch give a true and fair view of the charity's state of affairs and its results for that period. In preparing those financial statements, the trustees are required to.. al Select suitable accounting policies and apply them consistentlv; bl Make judgements and estimates that are reasonable and prudent; cl State whether the pollcles adopted are in accordance with the Statement of Recommended Practice and with applicable accounting standards, subject to any material departures disclosed and explained in the financi31 statements,. dl Prepare the financial statements on a going concern basis unless it 15 inappropriate to assume that the Charity will continue to operate. Accordingly, in line with cl above, the trustees are responsible for maintaining proper accounting records that, at any time, disclose the charity's financial posltion with reasonable accuracy, thereby enabling them to ensure that the financial statement5 are compliant. They are also responsible for safeguarding the charity's assets and, hence, for talcing reasonable steps to prevent and detect fraud and other irregularities. Independent Examlner The independent examiner, Mrs Anne Jackson, is willing to continue in office, and a resolution to reappoint her will be proposed at the Annual General Meeting. Approval The trustees approved this report at their AGM held on Monday 08, December 2025, and It was si8ned ot) their behalf by; Ste hen Becl( - Chalrman Record of thanks The Trustees would like to take thi5 Opportunity to thank all the members, volunteers and the public who have contributed their time, services, or funding to the Foundation over the last year. Total donations for 2024/25 Other income £90,951.46 , £4,488.22 £95,439.68 Total Receipts SIGNED ON BEHALF OF THE BOARD OF TRUSTEES Signed.. Mr en Beck Trus ee Signed.. Ms Bernadette Bo le Trustee Date: 03 Date.. £oir
Mlnutes ofthe Annual General Meetlng of the Blshop Thomas Grant Charitable Foundatlon Trustees held remotely on Monday, 08th December 2025, at 17:00 In Attendance Name Mr Stephen Beck1SBI Ms Bernadette Boyle IBBI Miss Mary Murray IMMI Ms Shelley Thompson ISTI Mrs Michelle Desira IMDI Mrs Pat Spink5 IPS) Foundation Role Trustee Trustee Trustee Trustee Trustee Also in attendance Office Held Chair Vice-chair Member Member Treasurer Secretary School Role Chair of Governors Headteacher N/A Deputy Headteacher N/A Finance Officer l. Apologies- There were no apologies, as all Trustee5 were in attendance. 2. Minutes & Matter5 Arising The minutes of the last AGM held on Thursday, 7th November 2024, had been previously circulated and were agreed upon and formally approved as an accurate record of the meeting with no amendments. The annual report was recognised as a true reflection of the Charitable Fc)undatlon's work and aims. The Trustees have liaised conslstently overthe past twelve months and have unanlmously concluded that the 8roup's work is progressing well and is improving the provisions for those it was established to assist. 3. The Chalr reiterated his ongoing appreciation to the Trustees for attending this meeting and for their continuin8 work and support of the Charltable Foundation. He felt the Foundatlon remained on target with its plans to support the school's 5PQrting facility development, while it had been both appropriate and rewarding to still be able to meet several grant requests. The accounts for the year September 2024 to August 2025 have been prepared and circulated in advance. The Trustees contlnue to review the Charitable Foundation's main Banker (Lloydsl to ensure the most appropriate arrangemÈnts are in place to secure the lowest Costs and maximise interest for the Foundation. With the Trustees, approval, the Foundation continues to seek opportunities to invest a percentage of the funds held for varying terms to earn interest, whilst phasing the use or reinvestment of those fund5. This utilises both easy-access deposit accounts to secure ready access to funds as required to meet the Foundation's objectives, albeit at a lower ntere5t rate. The main account Is a Treasurer's non-interest-bearin& charge-free account, so the balance held in it is kept to a minimum. The Chairman was thanked for the time and effort he gives in liaison wlth the Foundation's Secretary to maximise these opportunities. As reserves grow, they will be kept under review, and action will be taken, as appropriate, to maximise interest on held funds wlthout tylng them up for too long or complicating the award of grants. The likely need to access the funds and the security of the funds will always be prloritised.
The Trustees formally approved the 202 2025 accounts. The Charitable Foundation contlnues to build up it5 funding base. It directs its fund5 mainly to support developments at the school for which alternative funding streams are unavailable and do not relate to ongoing recurring costs. It was noted that the Foundation has continued to assist the school with lundraising over the past year by utilising its payment methods, such as Paypal. The school reciprocates this through the Foundation's use of its P8rentPay facility to receive donations. Ongoing support is in place to maintain the school's valuable mini-bus provision. The Trustees onfirmed their willingness to consider any requests that may come forward, whilrt retaining a current focus on the development of its sporting facilities. 4. Trustees Report SB and PS were thanked for preparing the annual report for submisslon to the Charity Commission with the annual accounts. A draft had been circulated in advance of the meeting for input from all trustees. The final draft was tabled and approved without amendment. PS was also thanked for her work throughout the year, including her preparation of the accounts for submission to the Charlty Commlssioners and the Foundation's Gift Aid submission. 5. Future Plans- The trustees will continue to liaise regularly and meet 35 required. They will work to maintain good income levels. Any funding will continue to be allocated prudently to secure the ongoing fulfilment of the Charitable Foundation's Aims and Objectives. 6. The Trustee5 approved Mrs Anne Jackson's reappointment as the Charitable Foundation's independent accounts examiner. Mr5 Spinks agreed to verify and upload documentation to the Charity Commission website to comply with their timescales and process the Charitable Foundation's annual gift aid claim. 7. The Trustees - All trustees have confirmed their willingness to serve another term of office and agreed to continue in their current roles forthe comingfinancial year. It was declded that it worked well for the Chalr regularly to liaise with trustees, with the option to convene ad hoc meetings as felt necessary throughout the year to suit the Charitable Foundation's needs, and this was approved for the coming year. The next AGM will be held around the same time as this year, In 2026, and a date will be confirmed later in the year. The Chair thanked everyone for their attendance and ongoing involvement with the Charitable Foundation. The Foundation's worl< is of considerable value to the school, its pupils, young people, and the local community. Therefore, the Charitable Foundation's ongoing growth and development are crltical for the future. It was emphasised that, in line with a growing number of schools. the school is managing a deficit budget with a linked deficit recovery plan. It was again confirmed that any funds granted by the Foundation to the school would not support the school's recurring costs but must be attributed to a specific project designed to enhance or expand provision. The meeting closed at 20=05 Signed as an accurate record of the meeting of the Trustees- Mr Ste hen Beck- Foundation Trustee and Chair Date: 0811212025
BISHOPTHOMAS GRANTSCHOOL CHARrrABLE FOUNDATION ACCOUNTS I September 2024- 31 August 2025 TREASURER ACCOUNT NUMBER: 36060568 SORT CODE: 30-90-89 INSTANT ACCESS ACCOUNT NUMBER: 56259363 SORT CODE: 30-90-89 DATE DETAILS PAYMÉNTS RECEIPTS BANK BALANCE E16.013.53 £106.964.99 £SO,200.88 £50,129.24 E54.617.46 £2.085.17 £2,08S.17 0110912024 Opening balance 01109124-31108125 Donatiot)s 01109124-31108125 Fixed Term Deposlts 01/10124-3V08125 ParentPèy Fees Oy09124-3y08125 Interest 01109124-31108125 Grants to BT6 School 3ty0812025 Closing balance E9).951.46 £56,764.11 £71.64 £4,488.22 £52,532.29 E109,368.04 £95,439.68 Lloyds Bank Paymeiit5 Receipts Movement £109.368.04 £95,439.68 -£13,928.36 £16,013.53 £2,085.17 -£13,928.36 Opening balance ClosSng balan Movement 8alance held at Bank Balance held at E3sy Access Balance held on deposlt Balance held on deposit Balance held on deposlt 8alance held on deposlt £2.085.17 £55.000.IM) £85,000.(M) £85,000.00 £ioD,ooD.00 £181.444.08 £508,529.25 Lloyds Bank Charity Bank & United Trust Bank Union 8ank of India UK Cambridge and CountSes Bank Close Brothers Bank United Trust Uank UK Accounts prepared by Mrs P Spinks Slgned:. ..(P. SpiDk8) BISHOP THOMAS GRANT CHARITABLE FOUNDATION Basls of preparatlon of the report of the independent examiner to'the Trustees of the Foundation Respertlve responslbllltles of tNstees and examiner; The charity's trustees are responsible for preparing the account5. The trustee5 consider that an audit is not required for this year Ivnder sectlon 144121 of the Charities Act 2011 Ithe 2011 Actll and that an independent examinatlon and report are needed. Basis of the independent examiner's statement The examination was carried out in accordance with the General Directions given by the Charlty Commissioners. An examination includes reviewing the charity's accounting records and comparing the accounts presented with those records. It a150 inclL¢des considering any unusual items or dlsclosures in the accounts and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evldence required for a fijll audit.
STATEMEMf OF FINANCIAL AcfiviTIES A¢tounting policles These accounts Ifinancial statements) comply with the Charltles Act and have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard for Smaller Entities published on 16107114, the Financial Reporting Standard for Smaller Entities IFRSSEI, and the Charities Act 2011 and applicable regulations. The accounts have been prepared under the hlstorlcal cost convention with items recognlsed at cost or transaction value unless otherwise stated in the relevant notelsl to these accounts. Flxed Assets and Depreciatlon If held at any tlme, tangible fixed assets will be stated at cost or at the lower of cost and valuation, les5 depreciation. Depreciation is provided at rates calculated to write off the cost or valuation of fixed assets, less their estimated residual value, over their expected useful lives. Investments Investments held are valued at marl<et value on the balance sheet date, and any gain or loss will be recorded in the Statement of Financial Activitie5. Income Income comprises the value of any goods and services the charity supplies and subscriptions. VolL¢ntary income and donations are accounted for a5 received by the charity. The charity is not registered for value-added tax because it is below the VAT registration threshold. Independent Examiners Report See pages 11 ar¢d 12 io
CHARITY COMMISSION FOR ENGLAND AND WALE5 Independent examiner's report on the accounts Se¢tlon A Independent Examiner's Report Report to the tStee$ of Bishop Thoma5 Grant Charitable Foundation On accounts for the year ended August 31" 2025 Charity no {If any) 1175028 Set out on page 9 Ininel Responsibilities and basls re I report to ihe trustees on my examination of the accounts of the above charity for the year ended 3110812025 As the charity's trustees. you are responsible for preparing the account5 in accordance with the requirements of the Charitles Act 20111.the ACVI. Having satisfied myself that the accounts of the Foundation are not required to be audited under Part 16 of the 2006 Act and are eligible for Independent examination, I report in respect of my èxamination of the 8ishop Thomas Grant Charitable Foundation's accounts carried out under section 145 of the 2011 Act, and in carrying out my examination, I have followed all the applicable D1ctionS gfven by the Charity Commission under section 14515llbl of the 2011 Act. Independent examlner's statement N.B. The charitvs gross income and assets did not exceed £250,000. I have completed my examination. I confirm that no Mate¥ial matters have come to my attention in connection with the examination, which gives me cause to believe that in any material respect: The accc>unting records were not kept Sn accordance with settiDn 130 of the Charitie5 Act or The accounts did not accord with the accounting records or The accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities IAccounts and Reportsl Regulations 2008, except for the requirement that the accounts give a 'true and fairf vSew, which is not a matter considered as part of an independent examinatlon. I have no concerns and have encountered no other matter5 related to the examination that should be drawn to tlie attention of the reader In this report to enable a proper understanding of the accounts. li
Slgned: Date: Name.. Mr Anne Jackson Relevant professional qualificationlsl or body): N/A Address: 11 Brent Road Selsdon Surrey CR2 7NS Section B Disclosure Only complete if the examiner needs to highlight material mallers of concern Give here brlef detalls of any items that the examiner wishes to disclose. None 12
BISHOP THOMAS GRANT CHARITABLE FOUNDATION r+JOTES TO THE FINANCIAL STATEMENTS TRUSTEES EXPENSES No expenses were paid to any of the Charitable Foundatloll's Trustee5 for the yearended 31st August 2025. STAFF COSTS There are no Foundatlon employees, and all work is contributed voluntarily. LAND AND BUILDINGS The Foundation does not own any land or buildings. DESIGNATED FUNDS All funds currently held are undesignated. Designated funds wi I I comprise unrestricted funds that the Trustees can and have set aside to run the Foundation. ACCOUNTS HELD Taking account of FSCS regulations, the Foundation currently holds elght accounts as follows,. 11 Lloyd5 Bank (Treasurers Account) 21 Lloyds Bank Ilnstant Access Savings) 31 Charity Bank (Ethical Easy Access Savingsl 41 United Trust Bank IEasy Access Saver) 51 Cambridge and Counties Bank (Flxed Term Depositl 61 Close Brothers Bank IFixed Term Deposit) 71 United Trust Bank UK (Fixed Term Dep051tl 81 Union Bank of India GB (Fixed Term Depositl EXPENDITURE The Bishop Thomas Grant Charitable Foundation's Expenditures w i I I b e accounted for and classified under relevant headings that aggregate all costs related to/incurred by that category. On a reasonable, justifiable, and consistent basls. the Trustees will apportion expenditures involving more than one category wlthin the parameters of the Found8tlon's administration. 13
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