Wimbledon
Guild
WIMBLEDON
GUILD OF
SOCIAL
WELFARE
ANNUAL REPORT AND ACCOUNTS
YEAR ENDED 31 MARCH 2025
Company No. 383330
Registered Charity No. 200424

WIMBLEDON GUILD OF SOCIAL WELFARE
(a company limited by guarantee)
Indèx
Report of the Board of Trustees (Including the Strategic Report) ..........
Statement of the Trustees, Responslbllitles.................
3-17
18
Report of the Independent Audllors........
19-22
Statement of Financlal Actlvltles................
23
Balance Sh••t.........................
24
Cash Flow Statement..................
25
Notes to the Flnancial Statemonts....
2643
Legal and Adminlstratlve detalls........

WIMBLEDON GUILD OF SOCIAL WELFARE
{a company limited by guarantee)
REPORT OF THE BOARD OF TRUSTEES AND ACCOUNTS
FOR THE YEAR ENDED 31 MARCH 2025
TABLE OF CONTENTS
l. Alms and Objectives
2. Achlevements, Perfomiance and Future Plans
Tackling loneliness and social isolats'on in Merton.
Supporting people in Merton who are experiencing difficulties in life.
Supporting older people in Merton to live full. active. and healthy lives,
Creating a welcoming community which supports our aims.
3. Flnanclal Revlew and Results lor the Year
10
4. Pntnclpal Rlsks and Uncertalntles
5. Flnancial Management Poll¢l•s
a) reserves
b) investment pol￿18$ and perfom?ance
CJ inveslment properties
13
6. Structurn, Governance and Management
15

WIMBLEDON GUILD OF SOCIAL WELFARE
(a company limlted by guarantee>
REPORT OF THE BOARD OF TRUSTEES AND ACCOUNTS
FOR THE YEAR ENDED 31 MARCH 2025
The Trustees of Wmbwon Guild ol Social Welfare present their Annual Report for the
year ended 31 March 2025 under the Chanties Act 2011 and the Companies Act 2006.
including the Directors. Report and the Stralegic Report under the 2006 Act, i¢>Jether with
the audited finanaal statements for the year.
Aims and ObJectlYes
Wimbledon Guild was established in 1￿7 to provide financial, social and practical support
for the diverse communities in the Wimbledon area. kfiAmbledon Guild's purposes, as set
out in the objects contained in the Articles of Associats'on are..
"To promote all or any chan"table pu￿SeS for the benefit ol kllmbledon and District
and the communilies Ihereor.
In practs'ce, this means that Wimbledon Guild operates primarily throughout the London
Borougtt of Merton.
Ojr mission is to create a physical and emotional place..
"Where no one has to face Ilfe's challenges alone".
Our services focus on..
Tackllng loneliness and social isolation in Merton.
Supporting people in Merton who are expenencing difficulties in life.
Supporting older people in Merton to live full, acts've and healthy lives.
These three service objectives are underpinred by a fourth objective describing our culture
and environment..
Creating a welcoming communrty which supports our aims.
Statement of Public Boneflt
The Trustees have complied with the duty in section 17(5) of the Charities Act 2011 to
have due regard to public benefit guidance published by the Charity Commission. All
aspects of Wimbledon Guild's work are open to the people ofthe London Borough of
Merton (LBM), and Immbtedon Guild conb'nues to provide an extensive range of social
welfare services. working in partnership with numerous voluntary and statutory
organisats'ons.

WIMBLEDON GUILD OF SOCIAL WELFARE
(a company limited by guarantee)
REPORT OF THE BOARD OF TRUSTEES AND ACCOUNTS
FOR THE YEAR ENDED 31 MARCH 2025
Strateglc Report
Overvlew
The London Borough of Merton has a disb'nct demography. Wards in the West
(Wimbledon, Raynes Park> have more affluent and older populations. Wards in the East
(Mitcham, Mordenl have a younger, more ethnically diverse population with higher levels
of deprivation. We aim to meet the needs of all local people following ihe patterns of
demand. Typically, our services for older people are focussed in the West and services
tackling povety and supporting mentsl health are focussed in the East.
In 2024-25 we revisited our ￿sInesS Plan. supported by consultants from the Centre for
Charity Effecliveness at Bayes Business School. We identified that growing demand for
our services was placing significant pressure on our financial resources (primarily our
inve5tmeni Portfdio), which have been adversely affected by global events. The scale of
our investment portfolio allow$ us to tske a longer-term view and manage market
fluctuations, but there is a recognition Ihal our capital is gradually reducing over ts'me.
Trustees wished to take steps to address this.
As part of the Business Plan review. we also ￿vISed our Guild House redevelopment
strategy. Our intentson for a number of years had been to demolish Drake House and build
a new replacement for Guild House on Ihe former Drake House site The expectation was
to fund the project via the disposal of Guild House After detailed consideration, the
Trustees concluded that uncertainty over the ts'ming and value of any potential Guild House
disposal and uncertainty about the planning process, combired with the wider risks linked
to a substanhal newbuild project. were too great. We now plan to refurbish Guild House,
with work on site scheduled for 2026 arKI preliminary design work currently unden¥ay.
There has been a reduction in demand for services in some areas over the past year, now
that the intensity of the Covid cnsis has passed. However, we conts'nue to witness the long-
term mental health and financial cOnsequen￿S of the pandemic. combined with the cost-
of-living crisis. Wle also see decreased local govemmenl and NHS reSoUr￿S affecting our
statutory funding. Cuts lo statulory services also generale increased demand for our
services Even allowing for some of the recent decreases, demarKJ for our services overall
now significantly exceeds pre-covid levels.
2. Achievoments, Perfomiance and Fuluro Plans
Tacklin
Loneline
and Social Isolatlon In Merton.
Backgmund
Reducing sooal isolation and lor￿lineSS ts a cross-cuth'ng theme which guldes much of our
work, as there is substants'al eviden￿ Ihat loneliness has a severely negative impact on
mental and physical health. part￿ularlY for older people.

WIMBLEDON GUILD OF SOCIAL WELFARE
{a company limited by guarantee)
REPORT OF THE BOARD OF TRUSTEES AND ACCOUNTS
FOR THE YEAR ENDED 31 MARCH 2025
What we have achieved and l￿W we have achleved It
afé
The café offers a welcornir￿ social space, providing a varied and nutritious low<ost menu
each weekday. We served 8.118 meals during the year. a reduthon of 296 on 2023124.
This was due to periods of disrepair when the café was closed, underlining the importan
of progressing ihe Guild House refurbishment proFCt. This compares with an annual total
of c7000 meals and drinks Pfe-covid.
efriendin
161 clients were supported during the year, compared with 192 in 2023r24. This was due
to volunteer and client tumover and the Closu￿ of the con￿¢1 and Befriend service with
the ending of Health Service funding 65% of Beth'ending clienls reported an improvement
in their overall wellbeing score whith measures mood and feelings of positsvity and
connectedness.
Futurn Plans
We envisage that our new Morden Base will conts'nue to have a significanl impact on
communities that we do not ordinarily reach. Since it opened in early 2024 visitor numbers
are increasing as our marketsng initsatsves take effect and word of mouth spreads.
le In Merton who are Ex
ertencln
Dlfflcultles In Llfe - falkln
ortin
Thera
Peo
What we have achleved and how we have achleved It
The key issues for clients In our Talking Therapies services were anxiety, depression,
relationship issues. low self-esteem bereavement and trauma, broadly consistent with
previous years. We achieved hbgh levels of clinically reliable change, with all services
exceeding Ihe benchmark and some achieving 100% Our data is now of very high
quality. Overall, the Talking Therapies department was able to triage 236 clients, provide
195 assessments and delivered 3,369 hours of services to the Merton Community.
Over the past year we made significant prog￿5$ in our aim to expand our Talking
Therapies service and make it more accessible to communities who typically do not use
mainstream seNces and have statistically poorer menial health We now offer shorter
lerm therapies and group sessions which may feel more user-friendly for people who have
not previously used any fomi of mental health support. Funding from City Bridge and the
Big Lottery supports the growth of these services which a￿ expanding as trust builds with
diverse communitses. We have seen increased engagement of 23¥0 from Black and
Minority Ethnic communities, 17Qk from clients who define as disabled and 11% from
clients who define as LGBTQ+ Our BAME seNice has been particularly successful, with
34 clients seen compared with a funding target of 20.

WIMBLEDON GUILD OF SOCIAL WELFARE
(a company limited by guarantee)
REPORT OF THE BOARD OF TRUSTEES AND ACCOUNTS
FOR THE YEAR ENDED 31 MARCH 2025
Grou
Over the last year have continued to offer a range of support groups and
psychotherapy groups, including Mindful Moments, Thursday Group and Group
Psychotherapy. We also launcw a new group for people Lrving with Long Term Health
Condilions This year groups were able to support 56 unique clients, a slight decrease in
some groups from last year d(￿ to long term ill health and treatment within the staff team.
However. some group5 Outperfomed their tsrgets. with the Mindful Moments group seeiNJ
25 clients compared with a largel of 20.
fsu
During the year we closed our grief support seriice due to funding constraints arKI three
staff members were made redundanl. Grief Support is now delivered as a component our
other Talking Therapies Services
Future Plans- falklng Thernpl•s
Over the next year we plan to cMlinue building on our successes in delivering targeted
services, aiming to secure additional funding, so we can provide more needed services to
the Merton community We aim to continue to proV￿e a full therapy programme whilsl
managing the impact of the office refurbishment and any temporary relocalion which may
be required.
ortln
SeThices
Peo
le In Merton who are ex
eriencln
diffic
slnllfe-
unlt
Our Wellbeing Support Team, within the Community Services Department, provides
serVi￿S for older people who are experiencing diffiCult￿S in life..
Short Temi Wellbeing Support - Internalty funded by V4fjmbledon Guitd, offerirKJ up
to 12 weeks, support lor older adults less Complex needs
Merton Uplift - Funded by South West London St Georges Mental Health Trust,
offering practical help io older people receiving community mental health services
from the Trust
Continuous Support - Funded by Merton Council to support older people with longer
term or recumng difficulties
Community Hub - a joint helpline project with Age UK. funded by Merton Council
Short lerm Wellbein
321 new referrals were received in the year, a 10% increase on 2023124. itself a 600/.
increase on pre-covid years. l•le clearly saw the impact of the Cost-of-Living Crisis and
focussed on income maximisation. The number and proportion of men ac￿SsIng the
seTvice is gradually increasing135'/0 compared with 33% last year) and we have also seen
an increase in representation from BAME communities, from 24% to 33% over the last two
years. During the year we saw a sharp increase in complex referrals for people with
moderale to severe mental ill-health. This represents a long-teTm challenge for us as we
explore how best to respo￿1 to this client group given th￿'r levels of clinical need.

WIMBLEDON GUILD OF SOCIAL WELFARE
(a company limited by guarantee)
REPORT OF THE BOARD OF TRUSTEES AND ACCOUNTS
FOR THE YEAR ENDED 31 MARCH 2025
Merton U
Merton Uplift offers four v￿eklY one-to-one wellbetng sessions to clients assessed by
South Wesl London St. George's Mental Health Trust ISWLSTGI as experiencing mild-
moderate mental tr￿allh conditions. including depression and anxiety. It also delivers
workshops promoting emotional wellbeing. Our Morden base is helping to grow the
service, reaching people who have difficulty visiting Wimbledon Under the tems of the
contracl. Ihe NHS provide all the referrals. Original NHS estimates were for higher client
numbers but in Practi￿ referrals have consistently averaged 60 per year.
Con
inuous S
This service for older adults with long temi difficulties is largely funded by the London
Borough of Merton. Each year we exceed the contracted target and in 2024125 159 Clients
were supported, well above the contracted level of 119. Clients for this longer-temi service
are vulnerable, with significant heallh conditions, neediry more regular intensive support
than our Short-Term Wellbeing Team can offer.
mmunit Hu
The Hub was set up as a Covid Helpline and continues to be funded by Merton as a 'front
door, to the local voluntary sector. It is delivered in partnership with Age UK Merton. We
saw a slight reduction in our lotal Hub callers in the year. from around 1,700 lo around
1.600. pnmarily because call volume was shared MO￿ equally between partners than in
previous years. Calls are sometimes simple infomiation requests {41 %), but many require
complex casework (59%) Over the last year calls have predominantly related to cost-of-
living issues, induding requests for emergency food support and personal grants.
Historically Wimbledon Guild has made individual hardship grants from its own resources.
Pre-covid Ihis amounted to an average annual expenditure of £70k. Sin¢2 Covid and the
subsequent Cost of Living Crisis, this programme has been supplemented by funding from
the London Borough of Merton, via central government's Household Support Fund. In
2024125 we received and disbursed £193k in grants to 483 local people This is a lower
number than the previous year {530 people) as purchase costs for the items grant
applicants need (typically white goods and basic fvJrniture} have increased dramatically.
Future Plans- Community S•Thlc•$
We envisage that demand for Community Services wll remain high over the next year.
We will ensure that our service continues to be as a¢¢essible and as welcoming as
possible. We will also continue to take a holislic approach all of our clients - often
financial problems a￿ linked to other problems- as an example. 44% of applicants
identify as having a disability, with half of that lotal identsfying as living with a menlal health
condilion.

WIMBLEDON GUILD OF SOCIAL WELFARE
(a company limited by guarantee)
REPORT OF THE BOARD OF TRUSTEES AND ACCOUNTS
FOR THE YEAR ENDED 31 MARCH 2025
Enable old
eo
le to be actlv• and health
What we have achieved and how we have achleved It
We offer a varied aThJ indusrve prograrnme of social and exercise activities each week via
our Community Engagement Team. Around 60% of the sessions offer physical exercise at
varying levels of intensity from seated yoga through to walking football and lennis. We
have seen a 370A increase in parbrjpant numbers compared with last year a 60%
increase on pre-pandemic levels. 981 parts'cipants engaged in actiVit￿S in the year.
The Merton Moves project continues to play a significant part in supporting older people's
access to physical actNity. Merton Public Health lunds one slaff member as the Merton
Moves coach, encouraging older people to take a six-week pledge to attend exercise
dasses of their choosing, at no cost. A total of 300 people have completed the programme
Sin￿ its inception in 2021 A high proportion of participants come from BAME communities
(40Vo) compared with our other activities (24%). There is also higher representation from
wards in the East of the Borwgh {32%) compared to our other activities124Qh), with
numbers increased since last year.
Future Plans
We have experienced a huge increase in demand for exercise activities over the year, with
60 enquiries about Merton Moves in the last quarter, in contrast to the more usual 20-30.
Thi5 appears to have been due to local authority publicity. This demand means Ihat we
have insufficient capacity in our classes to deliver the programme, and we now have a
waiting list for the firsl time. We are reviewing how best to continue with this very popular
programme whilst recognising the resourcirYJ limrtabon8.
Create and sustain an envlmnment that su
rts our misslon.
Volunteers play a vital role in our serwce delivery and over the year we have averaged
130-140 volunteers at any one time although there is significant fluctuation wilhin and
be￿een years Volunteering in our café and our community garden are very popular but
more isolated roles away from our base {e.g befriending vulnerable clients in their homes)
are harder to fill. All volunteers have training, support aTrJ role descriptions and their
contribution is rewnised through regular consultation groups and social events. We are
seeing a gradual increase in volunteers Irom the East of the Borough since we opened our
Morden base. particularly with exercise classes.
Our Trustees (who are themselves volunteers) are very grateful for the huge contribution
that volunteers make to the life of IAfjmbledon Guikl.

WIMBLEDON GUILD OF SOCIAL WELFARE
(a company limited by guarantee)
REPORT OF THE BOARD OF TRUSTEES AND ACCOUNTS
FOR THE YEAR ENDED 31 MARCH 2025
Flnanclal Revlew and Results for the yoar 2024125
The net operab'ng deficit for the year was £893,692 {2023r24.. £701,733 net deficit).
Total income for the year of £2,438.819 (2023r24: £2.331.912) was up 4.6%. Grant income
of £755.308 was up by £58,85618.5%) The main contribulor to this was the
commencemenl of the 5 year Talkiry Therapies project funded by the Big Lottery fund
1£97.926).
Our other sources of income continue to be rental income frorn the residential properties
and investment income from our various portfolios. Rental income generated £621.740
(2023r24. £597,127), while investment income was down 7.74%, retuming £665.929
(2023r24.. £721,796). The lower investmenl income reflected the lower income distributions
by CCLA compared to Cazenove. Wimbledon Guild and its investmenl managers operate
total retum appfoach lo Investrnents.
Trading activities generated £112.084. up by £28.321 (33.80A). This reflects higher
income generated by our Golf Day fundraising event in July 2024. There were a higher
number of activities at Guild House, Drake House and WG Morden. This resulted in
income from our Community Services rising by 34.30￿ from £91,093 to £122.331. Income
from our therapy sessions rose by 8.0% from £46,746 to £50,464.
Expenditure for the year of £3.332,511 (2023124: £3,033.2551 was up 9.90k. Expenditure
on charitable activities of £2,929,836 was up 10.4% and experKliture on raising funds of
£402,675 was up 6.4•A.
Staff costs of £2,017.714 were up 9 8% reflecting the cost-of-living increase awarded for
the year (5%) plus the recruitment of new staff (see note 10).
In order to support the charitable acbvitses ofwmbledon Guild, and with the approval of
e Board, £1,570,000 was withdrawn from the portfolio managed by CazenovelCCLA
made up of £932.733 from the expendable erKlowmenl and £637,237 of Investment
income.
The investmeni Portfolio valuation has fallen over ts last quarler of the year and produced
an overall loss of £578,485 {2023r24.' £934,822 gain). We made gains on the revaluation
of the Investrnent portfolio £555,C(10 (2023124 £55,757 loss on fixed assets written off).
The performance of the investment portfolios are reported in more detail in the Investment
Policies and Perfomiance sethon of the Report.
Accordingly. the rÈt loss for the year was £917.177 {2023r24.' £177.722 net surplus)
The financial posilion at 31 March 2025 conts'nues to be strong. with total net assets of
£31.508,820, indudirrfJ free resenies of £505,987.
Wimbledon Guild has considered the guidance set out by the Charity Commission. follows
the Insts'tute of Fundraising's code of fundraising practice and is registered with the
10

WIMBLEDON GUILD OF SOCIAL WELFARE
la company limited by guarantee)
REPORT OF THE BOARD OF TRUSTEES AND ACCOUNTS
FOR THE YEAR ENDED 31 MARCH 2025
Fundraising Regulator. Ille have not received any complaints in ￿spect of our fundraising
praCtI￿S and our fundraising is managed in a way that is neither detnmental to Wimbledon
Guild's reputation nor ts wellbeing of the people or parties involved.
Immbledon Guild generated £106,224 of income from fundraising comprising £90.724
from individuals aTrJ £15,500 from legacies. The fundraising team also generated £57,428
from events.
In considering the appropriateness of p￿Paring the financial statements on a gOINJ
Con￿rn basis the Trustees have taken account of all available infonnation about the future
including considering informats'on from approved budgets, and from forecasts covering the
next 3 years for income, expenditure, and cash-flows
Given Wmbledon Guild's ability to access the Expendable Endowment funds to continue
to support its charitable acbvits'es. The Trustees have concluded that 11 is entirely
appropriale to prepare the financaal statements at 31 March 2025 on a going COn￿M
basis.
Tradlng Sub8ldlary
mbledon Guild's trading subsidiary. Wmbledon Guild Promotions Limited. has been
dormant Sin￿ 1 Apnl 2016.
4. Prlnclpal Rlsks and Uncertalntles
The Trustees have developed a rFsk framework that dearly differents'ates between the
nature of risks the tharity faces. which are..
Corporate strategic risks, which impact v1￿mbledOn Guild's ability to deliver our
stralegy.
Operational risks. which are associated with identrfying potentially inadequate
intemal practices, poliae5 and system5 that might result in a loss to the
organisation., and
Project risks, which are associated with specific, individual projects.
Corporate Strategic risks are main I￿$ of ￿ Trustees, and these have been updaled
during the year. As at 31 March 2025 the pnncipal strategi¢ risks currenuy facing the
chanty, and the plans and strategies to manage risk, are:
11

WIMBLEDON GUILD OF SOCIAL V¥ELFARE
(a company Ilmited by guarantee)
REPORT OF THE BOARD OF TRUSTEES AND ACCOUNTS
FOR THE YEAR ENDED 31 MARCH 2025
Rlsk
Plans and Str
ies to man
e rl3k
Failure to refurbtsh Guik4 House
rigorous financial scenario plannirvJ.
apwoprialety qualified and
expefienced external advisors.
robjsl selection process for advisors
d f￿ conlradors.
appropfiate skills mix in stsff team.
development of appropriate
procureffent processes.
Sha￿ febevanl information with
individuals and organisalions lo ensure
customer base Is maintained during
nstruction period.
effective PR and marketsng to
98nerate hxal support and
understarKling for Ihe project.
re¥￿W all Opt￿n$ for maintainlng
sepiices, induding communications
and engagement activities and
exploring opportunities fof delNering
ser4ices in artemative l¢xal venues.
adoption of Safeguarding best practice
in terms of pol￿￿$. pr¢xedures and
training f¢x all staff. volunteers and
truslees.
recrurtment of appropriatety skilled and
professional staff and volunleers.
)nlinuous training of new and existirvJ
staff and volunleeTS.
18king apprO￿.ale professional advice
and actin
on it.
ensuring re%)urcing levels are
consislenl with ambilK)ns.
ensure appropriate and timety internal
and extemal training for all staff and
volunteers.
structured approach to workfory
p￿nning.
open, positive wthing relationships
)sf(ive approach Io Prob￿rn sofving.
invest in hwh qualty IT hardwa￿ and
SOINVa￿ lo support our services and
ev￿en1% the
of Lmjr swvices.
Damage lo Wmbledon Guihj's rewtalion
through the growing compkxity of our wo
which pu15 us in conlad with vulnerable
people who are experiencng difficutties in
their lives.
Loss or lack of skilled and motivated slaff and
volunteer group lo deliver services because cl
reliance on goodwill, expanding workload$.
increasingty c￿leX and demanding
casework.
12

WIMBLEDON GUILD OF SOCIAL WELFARE
(a company Ilmitèd by guaranteo)
REPORT OF THE BOARD OF TRUSTEES AND ACCOUNTS
FOR THE YEAR ENDED 31 MARCH 2025
For full detsils of the charity's risk policy and risk management practices see page 16.
Thls 1$ Ihe end of the charity's Strategic Report as requlred ty the Companle8 Act
2006.
Financial Management Pollcles
a) Reserves
Wimbledon Guild had total funds of £31.5m at 31 March 2025, of which £15,6m
were restricted. Of the unrestricted funds of £15.9m. £0.98m can only be realised by
disposing of tangible fixed assets, and £14.4m can only be realised by disposing of
Investment Properties. The Temaining £0.5m represents free reserves.
Restncled Fund- Expendable Endowment
In 2015116 the Trustees established a special trust ('Expendable Endowment.) which is
administered by Wmbledon Guild as trustee. The trust is held as an endowment fund
and the income from the trust I'special trust income'l and, al Wimbledon Guild's
discretion, all or part of the capital is applied lor the furtheran￿ of those aspects of the
charitable objects of Wmbledon Guild which are Con￿rned with Ihe provision of
welfare services and relief and prevents'on of poverty, relief and prevention of ill health
and provision of charilable support to the elderly During 2024125 the trust generated
special trust income of £637.159 {2023124'. £692.7071 In the year £781,937 (2023r24'.
£542,533) of special trust income was used for Wmbledon Guild's chantable purposes.
Al 31 March 2025, the expendable endowment was £15,389.(M)0 (2024.. £16.891,187).
Reserves
The Trustees have adopted a reserves policy which they consider appropriate to
ensure the continued ability of I1￿MbledOn Guild to meet ils objectives Free
reserves are defined as that part of Wmbledon Guild's funds that are freely available
for its general purposes.
An appropriale level of free reseples is required to maintain a level of readily realisable
assets..
13

WIMBLEDON GUILD OF SOCIAL WELFARE
la company limited by guarantee)
REPORT OF THE BOARD OF TRUSTEES AND ACCOUNTS
FOR THE YEAR ENDED 31 MARCH 2025
to sustsin Wmbledon Guild's operations within the London Borough of
Merton through penods of economic downtum and uncertainty for long
enough lo take remedial acb'on.
to develop new services or expand current ones in line with the changing
needs of the community, whilst sUppO￿.ng existing clients and staff during
periods of Change.
to ensure that delays in the receipt of expected income do not interrupt
services or cause senous financial difficults'es
to survive unexpected setba¢ks and problems arising from intemal or
extemal Causes.
The Twstees have rev*wed the required level of free reserves. Expendable Endowment
funds. the risk profile of Wimbledon Guild and its plans for the future.
In considefing the minimum level of free reseries the Trustees have taken account of the
quantum and accessibility of the Expendable Endo*rnent fund and Wmbledon Guild's
discretionary powers to draw capital down vthen required to fund certain of the charitable
actsvitses of the charity.
The trustees have determined that the minimum level of free reserves required to be held
Is £0.5m which currently represents about 7.5 months of annual unrestricted expenditure.
The Trustees will continue to drawdown capital from the Expendable Endowment Nvhen
required to meet the operational needs of the charity. This situats'on will be reviewed on an
ongoing basis.
b) Investment Pollcies and Perfomianco
Over the last 12 months to 31st March 2025, the investment portfolios have returned 0.4%.
{2023124 - 10%)
Fixed Asset Investments at 31 March 2025 were £16.1m {2023r24". £17.6m). Wimbledon
Guild's total investment portfdio was managed by CCLA Investment Management
I'CCLA'}. We changed inveslmenl managers during the year. Part of the CCLA portfolio is
held as an Expendable Endowment fund (see Reserves section a(i)). The other
investments are available to support the free reserves described in Reserves section a (li)
above.
The Board has given CCLA discrets'onary powers to manage the portlolio within its
objectives. CCLA meet the Investment Committee Iwice each year to discu55 the portfolio
and detennine future policy.
The CCLA portfolio is managed on a total retum basis with the investment objective to
provide funding for certain of Wimbledon Guikl's chanlable purposes while preserving the
capital base in real terms. Speafically. the investment obJe¢ts'ves are.
to seek a totsl retum of 4% plus Consumer pri￿ Index per annum on a five-
year rolling basis,. and
14

WIMBLEDON GUILD OF SOCIAL WELFARE
(a company Ilmited by guarantee)
REPORT OF THE BOARD OF TRUSTEES AND ACCOUNTS
FOR THE YEAR ENDED 31 MARCH 2025
nvestments to provide funding for charitable purposes of 4% of the capital
value per annum.
The CCLA portfolio rose by 0.4% over the course of the year. Overall, the net realised and
unrealised investment losses reported for the year were £578,03712023124. £934,022
gain).
As reported in the Financial Review section of the Report, to support the charitable
activities of Wimbledon Guild. and with the approval of the Board. £1,570,CM)J {2023r24.'
£1.600,000) was withdrawn from t1￿ portfolio managed by CCL
The management of the cash deposrts is delegated to Senior Management ￿1th1n
approved limits.
c) Investment Propertles
The residential properties have been valued at 31 March 2025 at £14,375.000 (31 March
2024. £13,820,000) In undertaking the valuation. allowanr2 has been made for the
tenancies in place.
The valuations of the Investment Properties at 31 March 2025 were carried out by Carter
Jonas, a propety consultancy firm. In ea¢h case the valuations were undertaken by
members ol the Royal Institution of Chartered Surveyors {RICS) and were subsequenuy
approved by RICS Registered Valuers.
Property management continues to be outsourced to Bells Commeraal (Bells>, a local
propety management company, and the Maintenan￿ of the buildings is overseen by the
Properties Committee.
Structure, Governance and Manag•ment
Vm'mbledon Guild is a Company Limited by Guarantee and a Reglstered Charity.
The governing body ofwimbledon Guild is the Board of Trustees (the 'Board'), comprising
nine members who meel at least four tsmes a year. Trustees are elected for three-year
tems and are eligible to stand for re-elecli¢)n for further three-year terms up to a maximum
of nine years, Thereafter, Twstees may be re-elected for additional one-year terms if 75%
of the Board of Trustees present at a meets'ng of the Board have voted in favour of a Board
iesolulion recommending their re*le¢lion.
Each new Trustee is given an induclion programme, arKI all Trustees have Ihe opportunity
to receive additional training. A register is kept of the interests and the identified skills of
the Truslees.
The main responsibilities of the Board are setting the strategy for Wmbledon Guild and
monitoring its implementation, setting monitonng the budget, and exercising financial
15

WIMBLEt)ON GUILD OF SOCIAL WELFARE
(a company limited by guarantee)
REPORT OF THE BOARD OF TRUSTEES AND ACCOUNTS
FOR THE YEAR ENDED 31 MARCH 2025
overview. Trustees and senior staff regularty meet to COns￿er areas of individual work in
grealer delail.
The Board has established fonnally constituted sub-committees, each with temis of
referen￿ and fvnctions delegated by the Board. The Chief ExecutNe Officer andlor Head
of Finance and Resources attend all the subcommittee meetings, as do the appropriate
Senior Managers.
The Trustees delegate the day to day running of Wimbledon Guild to the Senior
Management Team. Weekly operational meebngs are hekl by the Senior Management
Team.
The 8oard, vthere appropnate. uses the Charities Code's principles, rationale and key
outcomes to evaluate the effectiveness of governance ￿thin Wimbledon Guild. The Board
regularly reviews its governance procedures. taking legal and consultant advi￿ as
appropriate and has also undergone training in Oiversity and Inclusion over the last
financial year.
Rlsk and Internal Control
The Trustees have overall responsibility for ensuring that Wimbledon Guild has an
adequate system of controls. financial and otherwise. They are also responsible for
safeguarding the assets of Wmbledon Guild and hence for taking reasonable steps for the
prevention and detection of fraud and other irregularities. The Trustees must ensure that..
Wimbledon Guild's assets are safeguarded against unauthorised use or disposition.
accurate records are maintained, and finanaal infonnatson used within Wimbledon
Guilrj or for publication is reliable, and
Wimbledon Guild complies with relevant laws and regulations.
A corporate risk regisler is maintained. updated and reviewed regulady by the Trustees
and management. As part of this process the Trustees acknowledge their responsibility for
Wimbledon Guild's system of internal control and reviewng its effecthveness. It is also
cognised by the Trustees that such a system is designed to manage rather than
eliminate the risk of failure to achieve Wmbledon Guild's objectives and can only provide
reasonable. not absolute, reassurance against material misstatement or loss.
The Trustees have set policies on risk and intemal controls, which cover following..
the responsibility of management to implement the Trustees. policies and identify
and evaluate risks for Iheir consideration on an ongoing basis.
consideratson of the type of risks Wimbledon Guild faces.
16

WIMBLEDON GUILD OF SOCIAL WELFARE
la company Ilmlted by guarantee)
REPORT OF THE BOARD OF TRUSTEES AND ACCOUNTS
FOR THE YEAR ENDED 31 MARCH 2025
the level of risks whith Ihey regard as aC￿ptable.
the likelihood of the risks concemed materialising.
mbledon Guild's ability to reduce the incidence arKI impact on the business of
risks that do materialise.
the ￿St$ of operating particular controls relab've to the benefit obtained.
arrangements for monitoring and reporting on risk and control matters of
importance, together wrth details of correth've acts'on being undertaken.
The Board has established a lomially consts'tuted sub<ommittee, the Finance and Risk
Committee with terms of reference approved by the Board to ensure Wimbledon Guild is
financially sound and prudent and appropriately managing risk. The Committee meets at
least four limes a year and reports to the Board. Dunng the year the Trustees have
received reports from the Chief Executive and Senior Managers relating to risk and
control. These include an overall report on the status of the risk management process and
the system of intemal control at the end of the year. The Charity Commission guidance for
both risk and inlemal control was used in this process. The rep¢xts have satisfied Ihe
Trustees that the above policies are being implemented. Areas of high risk are reviewed
by the Trustees to ensure adequate mitigation of the risk. At the year end. Wimbledon
Guild's system of internal conlrol was deemed adequate and effective and major risks
propety addressed.
Senlor Management Remuneratlon
The Senior Management Team compnsed the Chief Execulive Officer, Head of Finance
and Resources, Head of C¢ynmunity Services, Head of Talking Therapies and Head of
Communications & Fundraising. The total salaries and benefits of the Senior Management
team in the year were £400,437 (2023124.. £389.787). A member of the team has reduced
their hours slightly. resultsng in a salary savirvJ.
The senior management remuneration approach generally encompasses hvo main factors..
Internal job evaluation which tskes account of the distinct elements of the roles, as
well as an internal comparison of roles at senior level.. and
Exlernal pay benchmarking based on market factors.
I senior staff receive regular. structured feedback from the Chief Execub've about how
they have contnbuted to Wmbledon Guild's strategy. and any personal development areas
they may have.
17

WIMBLEDON GUILD OF SOCIAL WELFARE
la company limited by guarantee)
STATEMENT OF TRUSTEES, RESPONSIBIUTIES
The Trustees are responsible for preparing the Trustees, report and the financtal
statements in accordan￿ with applicable law and regulations.
Company law requires the Trustees to prepare financial statements for each finanaal year.
Under company law the Trustees must not approve the financial statements unless they
are satisfied that they give a true and fair view of the state of affairs of the charitable
company and of the Incoming resources and applicab'on of resources, including the
income and expenditure, of the charitable company for that period. In preparing these
ffinancial statemenls. the Trustees are required to..
select suitable accounting pdicies and then appty them consistenuy.
observe the meth¢xls and principles In the CharIt￿S SORP.
make judgments ests'mates thal are reasonable aThJ prudent.
slate whether applicable UK accounting stsndards have been followed, subject to any
material departures disclosed and explained in the financial ststements., and
prepare the financial ststemenls on the going concem basis unless it is inappropriate to
presume that the charilable company will Continue in business.
The Trustees are ￿sponsible for keeping adequate accounkn'ng records that are sufficient
to show and explain the charitable company's transactions, di5cl¢)se wth reasonable
accuracy al any time the financial position of the charilable company and enable them to
ensure that the financial statements comply with the Companies Act 2006 and Ihe
provisions of the chanty's constiluts'on. They are also responsible for safeguarding the
assets of the charity and hence for taking reasonable steps for the p￿ventIon and
deteclion of fraud and other irregularities
STATEMENT OF DISCLOSURES TO THE AUDITORS
So far as Ihe Truslees are aware. there is no relevant aLKlit infomatson (as defined by
Section 418 of Ihe Companies Act 2006) of which Wmbledon Guild's auditor5 are
unaware, and each Trustee has taken all the steps that they ought lo have taken as a
Trustee in order to make them aware of any audit informats'on and to establish that
Wimbledon Guild's auditors are aware of that infomiation.
AUDITORS
Crowe U.K. LLP has expressed its willingness lo continue as Auditor for the next financial
year.
This Annual Report of the Trustees and the Strategic Report, under the Charities Act 2011
and the Companies Act 2006, were approved by the Board of Trustees on 28 July 2025
and are signed as authorised on its behalf by:
Susan Cooke - Chaimian
Sandy Pfeifer -Treasurer
28 July 2025
18

WIMBLEDON GUILD OF SOCIAL WELFARE
(a company Ilmited by guarantee)
Independent Audftorfs Report lo Ihe Members of Wimbledon Guild of Soclal Welfare
Opinlon
We have audited Ihe financial ststements of Wmbledon Guild of Social Welfare {'the
charitable company'l for the year ended 31 March 2025 which comprise the Statement of
Finanaal Activities, Balance Sheet. Statement of Cash Flows. and notes to the financial
statements, including significant accountiffj poliaes. The finan￿al reporting framework
that has been applied in their preparabon is applicable law and United Kingdom
Accounting Standards. including Financial Reportjng Standard 102 The Financial
Reporting Standard applicable in the UK and Republic of I￿land (United Kingdom
Generally Accepted Accounting Prathce).
In our opinion ihe financial statements..
give a true and fair view of state of the charitable company's affairs as of 31 March
2025 and of its income and expenditure. for the year then ended.
have been properly prepared in accordance with United Kingdom Generally Accepted
Accounting Practice.. and
have been prepared in accordance the requirements of the Companies Act 2006.
Basis for oplnlon
We conducted our audit in accordance WFth Intemab'onal Standards on Auditing (UK) (ISAS
(UK)) and applicable law Our responsibilits'es under those standards are further described
in the Auditor's responsibilities for the audit of Ihe financial ststements section of our
report. We are independent of the charitable company in accordan￿ wth the ethical
requirements that a￿ relevant to our audit of the financial slalements In the UK, including
the FRC'S Ethical StaNlard, and we have lulfilled our olher ethical responsibilities in
accordance with these requirements. We believe that the audit ebidence we have obtained
is sufficient and appropriate lo provide a basis for our opinion.
Concluslon3 relallng to golng concern.
In auditing the financial statements, we have conduded that the trustees. use of the going
con￿rn basis of accounth'ng in the preparation of the financial slalemenls is appropriate.
Based on the work we have perfomed. we have not idents'fied any material uncertaints'es
relating to events or conditions that, indivvjually or collectively, may cast significant doubt
on the charitable company's ability to continue as a going concem for a period of al least
elve months from when the financial slalements are authorised for issue.
Our responsibilits'es and the ￿SponSIbl11￿eS of the trustees with ￿SpeCt to going concern
are described in the re￿vant seth'ons of ihis report.
Other Infomiation
The tru$lees are responsible lor the other inf¢xmation contained within the annual report.
The other infomation comprises the infonnabon included in Ihe annual report. other than
the financial statemenls and our auditorfs report thereon. Our opinion on the financial
slatements does not cover the other informatlon and, except to the extent otherwise
explicitly stated in our ￿pOrt, do not express any form of assurance condusion
thereon.
Our responsibility is to read Ihe other infomialion and. in doing so, consider Ythether the
other information Is materially inconsistent with the financial statements, or our knowledge
obtained in the audit or otherwse appears to be materially misstated. If we identify such
matenal in¢onsislen¢ies or apparent material misstatements. we are required to determine
19

WIMBLEDON GUILD OF SOCIAL WELFARE
(a company limited by guarantee)
Independent Audltor'$ Report to the Members of Wimbledon Guild of Social Welfare
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 this regard.
Oplnlons on othor matters prescribed by th8 Companle5 Act 2006
In our opinion based on the work undertaken in Ihe course of our audit
the infomiation given in the trustees. report, which indudes the directors. report and the
strategic report prepared for Ihe purposes of company law, for the financial year for
which the financial stalements are prepared is consistent with the financial statements;
and
Ihe strategic report and the directors, report induded within the trustees, report have
been prepared in accordance with applicable legal requirements.
Malters on which we are required lo report by exceptlon.
In lighl of the knowledge and underslarKling of the charitable company and their
environment obtained in the coutse of the audit. we have not identified material
misstatements in the strategic report or the directors, report included within the trustees,
report.
We have nothing to report in respect of the following matters in relats'on to which the
Companies Act 2006 requires us to report to you if. in our opinK>n:
adequate and proper accounb'ng records have not been kept; or
the financial statements are not in agreeThnt with the accounting records and returns:
or
certain disclosures of trustees, remuneration specified by law are not made,, or
we have not received all the inf0m￿tIOn and explanations we require for our audit
Responsibllltles of trustees
As explained more fully in the trustees, responsibilities statement set out on page 18 the
trustees (who are also the directors ol the chafitable company for the purposes of
Company law) are responsible for the preparation of the finanaal statements and for being
satisfied that they give a true and fair view. and for such intemal control as the trustees
determine is necessary to enable the preparation of financial statements that are free from
malerial misststement, whether due lo fraud or error.
In preparing ts financial statements. the trustees are reskKsnsible for assessing the
charitable company's ability to continue as a going concem, disclosing, as applicable.
matters relaled to going concern and using the going concem basis of accounting unless
the trustees either inlend to liquidate the charitabbe company or to cease operats'ons, or
have no ￿aliStiC altemative but to do so.
Audltorfs re$pon$lbllllies for the audit of the financial statements
Our objects'ves are to obtain reasonable assurance about whether the financial statements
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
assuran￿ but is not a guarantee that an audit conducted in ar£Ordan￿ with ISAS (UK)
will always detect a material misststement when it exists. Misstatemenls can arise from
20

WIMBLEDON GUILD OF SOCIAL WELFARE
(a company limited by guarantee
Independent Audllorfs Report to Ihe Members of Wimbledon Guild of Soclal Welfare
fraud or error and are considered matenal if, individually or in aggregate, they could
reasonably be expected to Influen￿ the economic decisions of users taken on the basis of
these financial statements.
Details of the extent to which the audit was considered capable of delects'ng irregularits-es,
including fraud and non-complian￿ with laws and regulations are set out below.
A further descnpts'on of our responsibilibes for the audit of the financial statements is
lotsted on the Financial Reports-ng Coun￿1.5 website at=
www.frc.or ,ukJauditorsres
Onsi￿.11tie$. This descripts'on forms part of our auditor's ￿pOrt.
The extent to which th• audit wa8 consldered capable of detecting Irregularities,
includlng fraud.
Irregularities. including fraud. are instances of non4ompliance with laws and regulations
We identified and assessed the risks of material misstatement of the financial statements
from irregularities, whether due to fraud or error, and discussed these be￿en our audit
team members. We then designed and performed audit Pfocedures responsive to those
risks, including. obtaining audit evidence SUff￿￿ent and appropriate to provide a basis for
our opinion.
We obtained an understanding of the legal and regulatory frameworks wilhin which the
charitable company operates, focusing on those laws and regulatsons that have a direct
effect on the delerminatj'on of matenal amounls and disdosures in the financial
statements. The laws and regulations we considered in this context were the Companie8
Act 2CQ6 and the Chanties Act 2011 together with the Charities SORP (FRS 1021. We
assessed the required compliance with these laws and regulations as part of our audit
procedures on the related financial statement items
In addition. we conSide￿d provisions of other laws and regulations that do not have a
direct effect on the financial statements but Complian￿ with which might be fvndamental
to the charitable company's ability lo opefate or to avoid a material penalty. We also
considered the opportunib'es and incenbves that may exist within the charitable company
for fraud. The laws and regulations we considered in this context for the UK operations
were General Data Protedion Regulabon, Employment Law arMJ Health and Safety
legislations
Auditing standards limit the required audit procedures to identify non-compliance with
these laws and regulalions to enquiry of the Trustees and other management and
inspecb'on of regulatory and legal correspondence. if any.
We identified the greatest risk of material impact on the finanaal statements from
irregulanties, including fraud, to be within the recognib'on of grant income aThJ the override
of controls by management. Our audit procedures to respond to these risks included
enquiries of management about their own identification and assessment of the risks of
irregularities, sample lestrng on Ihe posting of journals, revTrewing accounting estimates for
biases, reviewing regulatory correspondence wth the Chanty Commission, and ￿adIng
minutes of meetings of those charged with govemance.
Owing to the inherent limitab'ons of an audit, there is an unavoKlable risk that we may not
have detected some material misstatements in financial ststements, even th￿gh we
have properly planned and performed our audit in accordants with auditing standards. Fc
example, the further removed non-complian￿ with laws and regulab'ons (irregularitbes) is
21

WIMBLEDON GUILD OF SOCIAL WELFARE
(a company limited by guarantee)
Independent Audltorfs Report lo the Mefflbers of Wimbledon Guild of Soclal Welfare
from the events and transactions reflected in the financial ststements. the less likely the
inherently limited procedures required by auditing standards would identify it. In addition,
as with any audit, there remained a higher risk of non-detection of irregularities, as these
may involve collusion, forgery. intentsonal omissions, misrepresentations, or the override of
internal controls. We are not responsible for p￿ventIng non-complian￿ and cannot be
expected to detect non-compliance wrth all laws and regulats'ons.
Use of our rnport
This report is made solely for the charitsble company s members. as a body, in
accordance with Chapter 3 of Part 16 of the Companies Act 2CI)6. Our audit work has
been undertaken so that we might state lo the charitable company's members those
matters we are required to state to them in an auditorfs report and for no other purpose. To
the fullest extent permitted by law, we do not arxept or assume responsibility to anyone
other Ihan the charitable Company and the charitable company's members as a body, for
our audit work. for this report, or for the opinions we have formed.
Jayne Rowe
Senior Statutory Auditor
For and on behalf of
Crowe U.K. LLP
Statutory Auditor
London
Dale.. 28 July 2025
22

WIMBLEDON GUILD OF SOCIAL WELFARE
(a company limited by guarantee)
STATEMENT OF FINANCIAL ACTfviTIES
FOR THE YEAR ENDED 31 IIARCH 2025 Iln¢orpornting an In¢¢)m• and Exp•ndltur• I￿oUnt)
R••trkt•d
Unrestrbct•d Incom• Endowm•nl
Fund*
Funds
Funds
Total
2026
Tot81
2024
Mot••
Income from:
ckn1a1￿n$ and legaci8$
Charriable actNlties
Olh8r trading a¢bvit￿$
Investn*nts
Olher
Tol•l In¢om•
1[￿.224
794.134 760.448
112,082
28,770
106,224
1,554.582
112.082
665,929
90.685
1.435.688
83.763
721.798
637,159
932.733
1,041,210 2 330,340
19
.733
32.733
2.438,817
2,331.912
Expendltur• on".
Raisin9 ftjnds
Ch8rilable actrvib.os
Total •xp•ndltur•
387,783
410.803 2.519.231
798.386 2.519.231
14.892
402,676
2.929.834
3 332,509
378.538
2.654.717
3.033.255
14,892
Opernttng D•ficlt
242.824
7.625
893 692
Nel lfv)ssegllwns on
investn￿tS
Gainllbssl on re¥aluati¢)n and
sale ol Inveslmtrnl Propeth'•$
Transfèrs
Il•t l•xp•ndltur•ylncom•
14
123,W231
(S54.5621 1678,41151
934,822
555,0
5S5.000
155.7571
188.891
1.502,187
917 177
177.722
R•¢onclllatlon of fund•
Total funds broughl lorwgrd
19
15.246,581
288.229 16.891,187 32,425.917 32,248,275
Tol•l funds carrl•d forn•rd
19
16.020.482
99 338 15,389,C#XI 31 SQ•,820 32.425 997
TOTAL RECOGNISED SURPLUS AND DEFICITS
The corry)any has rK> recogn¢¢d Surpluses or d¢f*A$ ollw than thè def*il slThin •bm.
FLV Ihe purposes of the Co[￿nieS lirKon*l ol1£917. 177112024".£177,7221 is lotal incot
01 £2.438,81912024". ££2.331,912}. mnu5 lo￿1 eynddure of £3,332.511 (2024". £3.033,2561
,plus n*1 toss on inveslmnts of £578,485 whth indudes £449 for fi>*d assels wwrtten off12024".
£984,822 gain) and gain on rava￿8￿1 P(ope￿* of £555.fXKJ {2024- W,75710881.
The notes ￿ ￿ge5 28 to 43 ltym these finaroal slatwbwnts.
23

WIMBLEDON GUILD OF SOCIAL WELFARE
(a company limited by guarantee)
BALANCE SHEET (Company Numb•r 3833301
AS AT 31 IIARCH 2025
2025
2025
2024
2024
FIXED ASSETS
Tangible assets
Investn￿nI Prwties
InvestThnts
TOTAL FIXED ASSET8
12
13
14
978.81 S
14.375,000
16.118.535
31,472,350
922,683
13.820.000
17.616,718
32,359,401
CURRENT ASSETS
Deblcrs
Cash al bank and in hond
15
251.667
88,155
203,894
51,893
TOTAL CURRENT ASSETS
339.822
255,787
LIABILITIES
Creditors - affK*unls falling due within
one year
17
189 191
NET CURRENT ASSETS
38.470
66,596
TOTAL NET ASSETS
20
32.425,997
The lundi ofth• ch•rlty:
Restri¢t•d fund•
EndowThnt funds
R￿tricted incorrn fund8
15.389,000
99.338
16.891,187
288.229
15,488.338
17.179.418
Unrn•trlct•d fund•
Free Reserves
InveslnEnl ProFerties Re￿r¥e
Fixed Asset Reserves
666,667
14.375,000
978.815
503.898
13,820.0
922.683
16.020,482
15.246,581
TOTAL FUNOS. 19
32.425,997
pprov
by the Board of Tru8toe8 on 28 Juty 2025
Mrs S Co)ke - ChairThgn
S Pleiler- Treasumr
Coffpany No. 383330
The twles on pages 26 10 43 fomi part of these financial stalernnts.
24

WIMBLEDON GUILD OF SOCIAL WELFARE
la company limited by guarantee)
STATEMENT OF CASH FLOWS
FOR THE YEAR ENDED 31 MARCH 2025
Not•s
2025
2025
2024
2024
Cash flows from operatlng activltlea
Net Cash used in operating actiwlies
21
11N27,452)
11,554,506)
Cash flows Irom Inv•stlng
actlvltles-
Dividends and inleresl Irom
investnEnts
Incon* and capitsl withdrawals from
investn￿nIS
Net Purchase ol tangibie fixed assets
Net cash provided by invesli
activities
665.929
721.099
904.071
286
8T8.￿1
1,463,714
1.536,998
Change In cash and ¢*8h
equlvalents
In the reportlng Pe￿0d
36,262
(17.5081
Cash and ca$h equlv•l•nts at the
b•glnnlng of th• r•portlng perfod
51,893
69,401
C•sh and ¢•sh wulv•lents at the
end of the rnportlng perh
88.155
51,893
25

WIMBLEDON GUILD OF SOCIAL WELFARE
{a company limited by guarantee)
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
1. AccouKfiNG POLICIES
mbledon Guild of Social Welfare is a charity {rg3LstratN)n number 200424} and a company limited
by guarantee in￿rporated in the Untted Kingdom (company number 83271311. 11 Is governed by its
Memorandum and Art￿leS of AsS(tOt1￿ in￿X￿81ed 15 Oct¢)ber 1943 as amended by speaal
resolution al 6 October 2009.
(al Basss of Preparation
The linanual slalements of the charity, whth is a pubk benefft enlty under FRS 102, have be8n
prepa￿￿ under the historical cost convenlh)n as r￿)d￿*d by the inclusion ol inVesth￿nIS al mafket
value and Investment Properties al Fair Value. and in accordan￿ with Accounling and Reporting by
Charrties.. Statement of Recommended Pract￿ applicab￿ lo charities preparing iheir accounts in
accordance with the Financial Reporting Stsndard applKable in the UK and Republic of Ireland
IFRS 1021 (effective 1 January 201 S}- (Charrt￿S SORP IFRS 102)). the Financial Reporting
Standard applicable in t1￿ UK and Republic of Ireland (FRS 102) and the Companies Act 2006.
Company informalion is provMJed I￿ Page 44
{b) Golng concern
After making enquires. the Truslees have a reasonable expectation that the charty has adequate
Tesources lo continue ils activities for the loreseeabSe luture. AcGordingty*, they continue to adopt the
going concern basis in prepanng the financial statements as outlined in the State￿￿nI of Trusteès
Responsibilities on page 18.
Ic) Accountlng Estlrnates and Judgemènts
PreparalK)n of the finanrjal slalemenls requires managemenl lo make slgnificanl judgèments and
eslimales. The items in the finanual slalemenls where these judgements and eslimales have been
made include the following..
In determining the Fair Value of Inveslffenl Properties. assumptions are made about uncertain
future events on those assets at the bakirKe sheet date. Assumptions used are based on historical
experience and exFXtalion of future events and are upjated with new information. The effects and
risks of estimation uncertainty have been assessed by apptying appr¢)priale sensrtNily analysis to
Ilex key assumptions, such as Rents and Open Market Values, ano identify how robust the mcwjel
oulpuls a￿ in practice. The conclus#)n of the sensitivity anatysis is that there would need to b8 an
extreme movement in Market Values f￿ there lo be a mater￿1 impact on the valuation of the
portfolio. and there is no ewdence Ihal this ha5 happened since the reporting dale. The Trustees are
satisfied that the Fair Value valUat￿n at 31 st March 2025 is materialty aL￿rat8.
(dl Income
Income is recognised where the charity has en11t￿ment lo funds. il is probable that the ino)me
will be received, and the amounl can be measured reliabty.
Grant Income is recognised where the charty has enlltlement to the funds, any perfomwnce
conditions attached lo the grants have been met. it 6 probabl8 that the income will be received. and
the amount can be measured reliabty.
Legacies are recognised on the earlier ol the dale when amounts are receNed or when the chwty
has been notified of the execulo¢s inlent*)n to make a distribution.
The sale of meals. shop sales. donalwjns and other voluntary sources are deatt wth on a cash
basis. Donated goods received for re.sa￿ are ￿COgnised at point of sale.
Investments compnse Inte￿$1 and dmdends whth are recognised vhten receivab￿.
Gifts in kind include donated goods and servKe$. These contributions a￿ induded in the financial
statements at an estimate based on the value of the contribution to The Guild which is the amount
the charity would have been willing lo pay lo obtain gcthls or servKes of equivasent economic
benefil on the o￿n market: a correspoThJing arr￿￿nI is then recognised in expend￿Ure in Ihe pefiod
of receipt.
(el Expenditure
Expenditure is recognised once thefe is a legal or constnKlrrfe Obl￿alKIn to make a payment lo a
third paty, il is probable thal settlement will be required. and Ihe amount of the obligat¢on can be
asured reliably. Expenditure is C￿￿ffied under the follow'ng headings..
26

WIMBLEDON GUILD OF SOCIAL WELFARE
la company Ilmited by guarantee)
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
- Expenditure on charitable activrties whKh are In￿rred d￿￿ty in luifilling the (*arWs objectives;
Expenditure incurred in raising funds.
Support costs, including itrecoverable VAT, are allocated to these expendilure he&Jings based on
square footage lor wemises costs, tim8 for salaries and related expwses and appioximale
usage for other expenses.
lfj Voluntary help
A significant amount of kn'me is expeTrJed on the c¢mpany's athities whth 18 donaled Iree of
charge,11 is not possible to quanlfy the value of tim given and accmlwty il is neither recorded as
donated income nor as an expense in the finano.al slatements.
(gl Tanglble flxed assets
Items are caprtalised when the total cost ￿ mathet value of the wh)be prwt exceeds £5,(NJl.
Depreciation is provided on all fixed assets, including freehold land. and are deprec￿ted over thelr
useful economic lives on a StravJht-￿.ne basis as folk)ws.' -
Asset Category
Annual Rate
Freehold land and buikjings
2% on cosl or ¥a￿allOn
Motor vehicles
20% on cosl
Fumilure and equipment
10% on r¥)sl
Computer equipment
33% on 0781
(h) Investments
Invesln*n15 are Slated at market ¥8￿. The ine(The arislng on the Investments is shown under
Investments in the Slatemenl ol Financial AclNrt*s.
Gains and losses t)n inveslmnl assets disr￿d of are shown as Nèt ga￿8 losses on
Investments in the Slatemenl ol Financial Ad1vit￿$.
Gains and losses on inveslment assets held al the year*rrfJ are unrealised and are also 8h(y41ffl as
Nel gains and losses on inves1t￿nIS in the Stalemenl of Financd AGli¥il*s.
(11 Inve8trnent Propertl
Investment Properties are properties hek11o earn rentals and for caprtal appreciation and are slated
al Fair Value al the balance sheel dale. Gains orlosses art￿n9 from changes in the Fair Valuè of
Investment Properties are included in Slalemenl of Financ￿1 Activit￿$ for the in whth they
arise.
Ul Cash at bank and In hand
Cash al bank and in hand includes cash and shcffl-lenn inv8strnenls with a short malurity of
three months or less from thè dale of acquisition or op8ning of the deposrt" or ￿Milar account.
(k) Flnancial Instrumènts
The Company only has financial assets and liabilrt￿s of a kind that qualifies as basic
financial inslrumenls. Basic finanoal inslnjments are inilialty reCOgn￿d al transactKin value, and
subsequently nEasured al settlen*nt Value.
(11 Stocks
No account is taken of the of fc￿ and provisM)n$ at the year-end as this is considered to be
immaterial.
{m) Penslon Costs and other post4etirement beneflts
The charity operales a defined contribution pension scheme. contribut￿n5 payable to The Guild's
pension scheme are charged lo the Slalement of Financ￿1 AclNities in the peri(xJ to which they
relate.
Inl Lease commllments
27

WIMBLEDON GUILD OF SOCIAL WELFARE
(a company limlted by guarantee)
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
Rentals paid under operaling leases are charged to Stsiement of Financial Activities on a
slraight-line basis over the term of the ￿aSe.
(o) Fund Accounting
Unrestricted funds comprise those ft￿nies whxth may be used t(Mrards nEekn"ng the charitablg
objectives of the chanty al the discretion of the Trustees.
Designated funds are monies sel aside out ol unrestricted ffU￿ arml desfjnated for specl
Pufposes by the Trustees.
Reslricled funds are monies received aThJ their u88 feslrKted lo a specific purpose, or donations
subject lo d¢)nor-imposed condrtions.
Expendable Endowment relates lo funds held on trust to be retained f(K the benefit of the Charity as
a capital fund. It is distinguishable from Un￿$tr￿led funds in Ihal Ihere is no requirement lo spend
the funds until the Charity Trusl88s decide lo.
28

MBLEDON GUILD OF SOCIAL WELFARE
la company limlted by guarantee)
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
2. DONATIONS AND LEGACIES
Unr•8trictsdle8trict•d Total
Funds
Funds
2025
Totsl
2024
Legacy inco
Donations and covonants
15.500
15.500
90,724
106,224
4,658
86,027
90.685
Unr•8trlcted Unrestricted
Funds
Funds
2025
2024
3. OTHER TRADING ACTIVITIES
Rental Inco
Orake House
Fundraising events
31,369
23.285
57,428
112 082
35.297
21.126
27.340
83.763
4. INVESTMENT INCOME
Unr••trlct•di•8tricted Total
Fund$
Funds
2025
Total
2024
Bank and Building Society a¢¢ounts
Dividends receivable from in the UK
Dividends receivable from outside the UK
815
3,533
79,964
24,622 557.195
28 770 637.159
616
83.497
581,817
665 929
899
40.379
680.719
721,797
. CHARITABLE ACTIVITIES
Unr•8tricts¢llestri¢t•d Totsl
Funds
Funds
2025
Total
2024
Income
CorThnunily Servios
Talking Thèrapies
Housing Rents
Oiher
117.191
50.464
621.740
5,140
122,331
50,464
621.740
4,739
799 274
91,093
46.746
597,127
4.250
739.216
29

WIM8LEDON GUILD OF SOCIAL WELFARE
(a Company limited by guarantee)
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
5. CHARITABLE ACTNMES Iconfd)
Unr•strietediestri¢ted
Total
Fund8
Funds
2025
Total
2024
Grants
London Borough of Merton
South Wesl London & si George's Tru¥t
eUK -ComrNnty Hub
Merton Clinical Coffrnssioning Group
e UK Merton
The Wrrtjledon F¢)undalton
The Doughty Fanwly Fgundalion
The Peacock charitab￿ Trust
The LC Taussig Charrtable Trust
LBM Mertom Mo
The Big Lottery
MU￿e81 Moves Incoffe
Crty Bridge Foundation
Eceryone Health Ltd
Munro
NHS- ICSIICB
Other
326,653
88,660
98,538
12,500
9.300
326,653
88.660
98,538
12.%)0
9,300
313.017
87,813
95,205
25,000
9.300
8,453
5,000
10,000
4,000
29,750
34.87$
97.926
8.116
10.734
34,875
97,926
8,116
10,734
32,202
6,162
1.000
67,006
67,006
68,687
755.308
696,452
Total Ch•rltabl• Actlvlthl
794 134 760 ￿ 1 $54 582 1,435,668
Dir•ct
Colts
Support
Co•ts
INots 8
Totsl
2025
Totsl
2024
6. EXPENDITURE ON RAISING FUNOS
Charity Shop
Costs of Fundraising
Investment Managerrnnl Fees
Drake Hou
Other IlnvestbThnt & Marketing)
2,370
180,993
48,991
79,464
66,720
378,538
136.950 64,110
10,843
28.618
53,299
32,714
201.060
39,481
86.013
262 154 140.521
402.675
Dlrect
Costs
Support
c￿ts
(Noto 8)
Totsl
2025
Total
2024
7. EXPENDITURE ON CHARITABLE
ACTIVITIES
Cofrnwnty Ser4ices
Talking Therap*s
Housing
Social Work linduding Grief Support SeN
Other
786.093 306.034 1,092.127 1,025.327
516.929 165,055
681,984
839,659
212.816
83,893
296.709
235.514
469.387 137,510
606.897
591,672
252.117
252.117
162.545
2.237,342 692 492 2 929 834 2.654.717
30

WIMBLEDQN GUILD OF SOCIAL WELFARE
(a company limited by guaranloe)
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
SUPPORT COSTS BY ACTIVITY
(Noles 6 and 71
Stsff Gov•m•n¢e ￿￿*1*1
Co•ts
Co•ts
oiri
C¢xts
Facilitle*
c￿ts
202$
Total
2024
Total
Conmjnily s&￿e 164.979
Talking Therapies 54,502
Housing
33.
Social Wo
76.308
329.351
26.954
9.093
16.718
11.410
84.175
25,638
28.107
22.567
308,034
185.055
83.893
137.510
692.492
296.217
136,731
79,C65
121.636
633,649
73.353
40.948
213.810
85.156
R*sing I￿￿$
18.908
230.
2,401
87.557
140,$20
131,761
765,410
412,129
102 530
Expenditure on SUFVOrt co$t$ ar• albcated lo èyndilure ￿ Chanlablè activ*ie$ aThJ eyrlthlure on
raising lund5 based squartt loolag8 for wefftses ¢osl$, esbmléd spent for salaries and reLqlod
expenses and 8pprOMn￿le usage lor olher elp•n￿6. La￿ yt*s lugures have bèen *rnnde(1 due lo
change ol nwhodc4ogy ￿ CAXt alocal￿1
NET IEXPENDITUREV INCOME FOR THE YEAR
This 15 $181ed after dwg#YJ'.
2028
2024
OperaiiThJ leases
Depreaation Ise¢ note 121
4Jdilor'$ r¢rrnJn8ralion.'
Audit fee5
12,775
73,694
46.516
55,844
17.050
17,OC
10. STAFF COSTS
Staff co8ts duftng the wwe as folkn¥s'.
2025
2024
Wages and salar
Social se¢x4ri1y cosls
Pensions
1,768.051
150,597
99,066
1.￿7.334
137.872
92,431
2,017 714
1837 637
Statutory r8dundancy o)sN were £47,803 12024-£27.744)
Thè avewo rronthly heade￿ w88 54 slaff12U2*50 ¥laff) avKI Ihe averagè nuffljer of lulkts.we
equivalent staff 8nalyged by
function was',-
2020
No.
32
2(r24
No.
31
Direct chaiilalAe
Ra1$4ng Funds
Governance aThJ SupFrf)rt
43
41
31

WIMBLEDON GUILD OF SOCIAL WELFARE
(a company limited by guarantee
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
The onwoyees vtho had eftK)hJTr￿s. eAYuth"ng ￿nSIOn ctyrtrl￿I￿s, ey£e&Jing £eo,cxxi In the year
weie.-
2025
No.
2024
No.
£50.￿1 to £60,OCO
£60.LKt1 to £70.0
É70.TrJ1-£80,C¥JO
£90.￿1 to £100,DXI
The charily Iwstees wer• not paid or recebwd L*her benefits from enWoy￿￿I with the ¢h8dty or Ils
8ubstdiary in the year12024- £niD, nerther were IW ￿n￿lIsed eypense$ dLtring the yeai (2024. £nill.
No charrty trusleo fOC¢Ned p4yffwl Icrf othw serbic4s wpplrtd to Ihe d￿lIty (202
£nill.
The key managefflent pernonnel of the charity cNry¥ise the Chlef Exparti￿ Officer. Head of Financ
nd Resources, Head ol Talking Ther8F4'es, Head of Cwnwnity Se￿￿￿$ and Head ol CCfflnwn￿I1c￿I
& Fundr•i$ing. he total enyloyee beneffts of Ihe key pernonnd rAth8 were
£400,43712024 . £389.7871.
11. RELATED PARTY TRANSAcnoNS
Since 1983, ￿rn￿ed￿ Guild has been t￿ Twsiee oltho v4lnknl9d¢￿ Rèsettlewl Fund (WRF).
Charity registered with the Chgrrty CorT¥ri3gion (Chonty No.2345751, wlich wovKJes gran1$ for n*n and
wO￿n and their dependants r**denl in the London Borough ol Merton with a connectlon lo war-ti
5erwce3 The Guikj is {espon￿ble lor &*iNnislenng JThJ rnana9￿g the affairs ol MF. Durbng 2024r25
the fyjild paid grants of £1,850 I2024.£9.5291 and legal fee• of £4,70412024 -Ni11L￿ b•half of l•fflF. and
the b8lanc• dw io thtr Gu￿0 from WRF al 31 M*ch was £7.10S12024-£15.415).
32

WIMBLEDON GUILD OF SOCIAL WELFARE
la company limited by guarantee)
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
12. TANG18LE RXED ASSETS
Land
Planl
and
and
Bulldlngs Equipment
Motor
Vehlcle¥J
Tolal
Costfvaluatlon
Al 1 Ppril 2024
dillons
Wnte offs
1,164,250
54.914
511.963
32.285
{3.988)
20.000
43,075
(20.fXIO)
1,696.213
130.274
{23.9881
As at 31 March 2025
1.219.164
540,260
43,075
1802 499
Accumulat•d D•preclallon
At 1 hpnl 2024
Charge for the year
Write olts
As at 31 March 2025
448,441
20,141
305.090
52,835
3.541
354,384
20,000
718
20,OIXI
718
773.531
73.694
23.541
Nal Book Valu••
As al 31 March 2025
750,582
185,876
42,357
978 815
6 0131 Mwch 2024
715.809
922 682
The niyed use proFerties owned by the Guikj and prewousty accounted ftK vmhin tangible fixed assels
were reclassified as Invesltrent Properties in 2020 {see note 131
AJI of the land and I￿lIdIngS are f￿hoka [w￿.e$.
Dewecialion is taken on Ihe cost1v*atK￿ of Ihe freehold builth'ngs Imthout a CQfTplete valuation il 1$
not possib￿ to separate the cost of the land and the Board ol Trustees COn￿der that Ihe depreciation
Charged of 2% per annum on the total cost is reasonable. The ￿lte off {£55,7671 relates to the Mitcham
Shop which was disposed of in the prewous fmnc￿l yew.
2025
2024
Anatysis ol costs and V￿a￿on of la)d and build1r￿,
Hisloncal cost
1,208,476
1,208,476
1208A76
1,208,476
33

WIMBLEDON GUILD OF SOCIAL WELFARE
la company limited by guarantee)
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
13. INVESThIENT PROPERTIES
The loss on disposal 01 £55,757 shown on th8 SOFA relales tt> thg wiite off of assets linked lo Ihe
Milcham
Valut 0101 April 2024
Disposal
Residual V¥lue
Gain on Dispo$81
RevalualK
Value ai 31 March 2025
I3.820,￿}
14.375.C•y)
The GLrild has a T￿Idential proF*rty portldio based ￿ the IAlftt4edon area. The portlolio is of rrixed use
¥nd has previously be tr&alod as laftd buik*"ng$ ￿￿thIn t•wble fixed assets. Follo￿rg the Financial
ReportiThJ Council's tr￿nn18[ rethew pU￿tShed in Decents 2017 the Twstees de1errrin￿ in 2020 Ihal
the re￿denl￿ properties. along Y￿1h wvJle relail stswld be dassified a$ knve$ift*nl Propert+81.
The valualions ol the hvestn*nl Properii•s al 31 M8fth 2025 were camed oul by Carler Jona$,
property consultarKy firn. ¥alualicrf) ol the Guild's reSwJenl￿ prO￿rtIeS wer• undertaken ty
rfftrrt)er8 of the Roy* h$littA￿n ol Chartere<l Sur¥gyors IRCS} Valuat￿￿$ •pwoved by RCS
Regislere<l Valuers.
The re￿dential propthes been v8k*d Lming the ma￿•t Vatu• ff•ih¢¥J 01vak￿lIon lo 80th
ol Ihe Gulld's resthnlial propert¢es. kn undertaknng the vahJaiKm all¢Mart• I￿5 been made for Ihe
lenancies In plxe. Therelore, an in¥estThnl n*thod ofvalu*¥yi. rdyyffj ￿ o*r*)t po8wng r•nts fc
propert￿$ subject lo a lenan¢y has been Ltsed
14. FIXED ASSET INVESTMENT! 2025
Inth•
UK
2026
Outsld• th•
UK
202$
Tol•l
2024
T(*al
Lbjtod Inv••lm•nts
Market value at I 2024
1,827.593
15.631.221
17.4SII14 18.032,972
ddilK)n$
513.971
16.066.192
16.580,183
$09,852
Dispo$818
(813.74n (16.761.210) 117.374.557)
118.631)
Nel inveslnK*nl gainlllossl
72.544
505.941
578.485
934.822
arket vaue at 31 IAarth 202$ 1,655,273
14.430.262 11,0•6.636 17,458,815
Cash Hold lor hveslwr*
Inwstrr•rts •t 31 Mvch 2025
157.903
14.430,262 10,111.535 17.618 718
1.888273
Pl$lyKal c(¥t at 31 W¢h 2CQS
255,530
16 784.302 17 040 832 17.070,938
On 191h March, 2015 Ihe Guld eslablish•d g t*holty Irading Subs￿lary. ProrT¥Mion$ Limiled.
¥ ¢ompany regislerod in England and Wales, Conyany 9497808. The conyany was fonNd
primarily lo undertake Irading aclmlies lo ￿se n￿n￿S for Tl* Guik1 bul has b8en dormant ￿nce 1 $1
pril 2016. Al 31st March. 2025 Ihe Gudd's investrTwI in its sub>di*y company £1, fepresentsng th•
cosl of the ¢aMed up ofdinary Share caixtal of PrmAK)ns Lmiitrj
The Guild also ohyns one ofdinary £1 share111)yAI in spriryr￿l Court wrtl1ed￿ Linited. CO￿￿#nY
Nurthr 08349741. wh￿h was irKwated on 7 January 2013 The um)any is not tradirtg.
34

WIMBLEDON GUILD OF SOCIAL WELFARE
(a company limited by guarantee)
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
16. DE8TORS
2025
2024
Trade O¢btors
Other Debtor5
xvued knco
PTepayn￿nts
10.333
SS.618
11.035
104.683
251667
15.759
66,C(12
65,179
56.955
203,895
16. CASH
2025
2024
Cash ￿ haThl and al
51,893
17. CREOITORS . amounts l•lllng du• wlthln on• y•ar
2025
2024
Trade CTeditor8
Other Creditc48
nials and d¢f•rred (Me bek￿)
141.47S
10.314
101.563
303.352
28,271
66,222
94.&9B
189.191
DefeTh•d hcomè
2025
BalarKe at 1 W 2024
kn￿nt feleasod lo incoff* a•med thw*8tile 8nd olher Ir•ding thibes
knvjnt delèrred in the yè8r
Balance a131 March 2025
46,090
14S,0901
Delerred income of £86.598 conslsls of ltrJ¢el sales £l,Cth) for Ihe BrM1ge Event (May 20261. received In
¥dvance. £42.598 in relatKsn to grants1£18.875 . MLwes, £7,3￿ STr*ing & Acohd Awarenes$
¥nd £16.423 In rela1K￿ lo the COnbTr￿tr d￿41￿￿1$(£23.0W.
18. FIIIANCIAL INSTRU*NTS
2026
2(r24
{Rest8ted)
Finanaal assets ma5¢Jred al c¢8t
Financial li¥ly"litses nwasured al co
257.105
101789
340.978
94.493
Finanaal 8$sets inchJd* Oeblor5. and casltsin.hand a￿1 d8p)w'i.
Fwwoal ts*#'litses ￿￿Ude irade and olh8t cr8dilors.
35

WIMBLEDON GUILD OF SOCIAL WELFARE
(a company limlted by guarantee)
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
19. FUNDS
Not
Incomlng Re￿￿TC¢S Inv'rnnt
M¥ourceg expended gn'*lllog'9) Prop'•
R•v'n
88lance¥
31 M•rch
2026
412
1 Apdl
2024
Trf•v¥
Endowmèt
Expendabl•
EndOwn￿nI
Property Fundi
Portfol
Tolal En¢Jown*nts 16,891.187
R•¥tiieted Incom• Fund•
Welfare Fund
S8.394
Crown P•f•de.
Ics
18,891.187 117.079,8341
{14.8921 203,539
15 389.(KlJ
15.389.&X)
932.733
14.892
220,895
<2272131
52,07e
11,836
{11.638)
Merton CNIC Pridtr
-Welbeing Support
Ta*ing Therap￿8
I￿s)
s￿sTG Mtrton
Upllft -Welb¢ln9
Support
The Mfrrton
COVD-19
ConTrinity
response Hub
Imnler. Wami &
W*ll Gf4nl
Musk81
Moveft*nl
LBM - Talking
Theropi•8
Befr*ndlng IESI
Support for
UkraM)e
City Bndg•
Founda*'on
Merton mO￿S
NHS Merton CCG
(Gr*l Supporti
The Wn*ledon
Fovndalion
The Pe8c￿k
Chaiiiable Trust
Munro
Expendablg
EndOw￿ent ¢Wal
dislribution
Speual Trusl
IncoTr
ICCLNC¥zenove>
49,431
149.431}
9,076
(9.078)
{88.W)8)
18,423
98.538
14,052
$5,198
155.0741
14,776
8.116
16.9ni
3.739
97,928
S8.475
183.4421
156.130)
25,052
10.734
40.015
142,312)
140.0151
7.150
624
12.500
112.gX))
17.993)
10.IXMJ
(10,W))
1763)
237
932.733
1926.019)
6.714
150.174
637.159
1781.935)
5.398
Total Reslricled snG
288229
2.528.381
7.150
99,338

WIMBLEDON GUILD OF SOCIAL WELFARE
la company limlted by guarantee)
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
2024125
31 March
2024
Inc¢Jrnsng Resources Inv'mnt
rnsources
exwnded gn'g111o¥'¥l Prop'¥
Trf•rn
31 Marth
2025
Unr••trletsd
funds
General Fund
Fixed Asset
Resetvè
vestn￿l
Prowrtiè$
Reserve
Total Unr￿[￿led
FLNids
503.898
1.041213
(741.C¢S) (23.V23)
(113.436)
888,￿7
922,683
150.154)
1￿.286
978,815
13 820 (MJ)
14 375,lYJO
15,246,581
1,041,213
1.239
531.077
16 ￿20.482
T￿￿1 Funds
32 425.997
2,438.820
3 332,512
31 508 820
rhe Eynd•bl• Endv•m*nl wa$ e•lJbl'ghed by • truslee 01tru￿ d•l•d 16th July 2018. T
The invest￿1 genernted from Ihe E￿￿e *i¥tttrmrf• 18 ndud•d in R6strKknd
com& Funds ai'Speci81 Trust kncc*rn', 1$ uBed lo luThJ the d￿ritab￿ 0tr4ecis of Wrrl)ledon Guld
defined in the declara¢Jon of IruBI d81ed 16th Juty 2016. The agreed 10 *ld the pwoc•ed6 of the sales of 2
Op?￿88 £1.325.lJKJ to th• ￿nd 2022.23.
The Wellare Fund is m•de up ol d￿tIO￿ wThwkad I￿ t￿lI￿re we. SmaN Iwe gr￿ to iThJi¥idu811,
'n• wrth the ot¥eds ol lh• Chty.
The Ciwc Pride granl w81 awarded lo ￿nthd0n Guihj by Lty￿On Btywgh of Merl(ffl fLV a p¢nod of 3 years
Starting on 1st ow'l 2023. Is wrposes are to ¢Ywng W￿l1c81 envthybal siyport lor people over
60 wrth conplex needs, and to farjlrtate 3 en￿nal supw1 group$ to invo*• c¥)nfidence and r￿￿"vation and
develop. r*￿1￿1￿.
Talklno Thèrapies ICS. FurK*ng to to one C<￿1¥1￿￿j fix tlac* •tx1 oymwiltj.
Mertw Uplift Is a partnershp befr•fftn the NHS and locd vdijntary sedty organ0a1￿$ whith $laried in fvy
2019. A5 Part ol Merton uph.ft Wrt4edon G￿1 ha6 been awarded a 3 ye8r ¢￿tract by Soth we￿ London St
George& Mental Heahh Tntst (s￿STG) lo pr￿MIe Welbthng Ser4￿ as ￿ of Ilerton Llplift wogranw)w.
This h¥$ been e*1ended year.
The M¢rlwt CO￿-19 Con¥Mity Re8p(MM• H￿18 a p•trrtrnlip betlrn) UK Mert￿ and IAfjrrt)lthn
Guild. tt was sel up in March 2020 to help Iso￿t¥d houseW$ 8nd those at nsk trryn COMD.19.
The Wlntor Warm and Well wanl was receiv￿ (rom London Btywgh of and ij uged to hol) to reduce
nter hosprtal thi6wons through inforrTHtion. gfdnts and on• lo rme swwt.
IMrt)ledon Guild agreed %￿h Muscal Mown9 to lake o¥tr the ol 48rte dasses fty Feo4e wilh
Parkin50n'5. and hove rI￿Ned grant arrfl legacy nTh)nies io pr¢ym.
Thw Mwro Grant funds the provision ol Wellare Gran
LBM T8lking Ther8y'es. Suppy¢ for Ukrainiwm is fundry prOv*j￿ ty th8 BwowJh ol Merton to
prowdè ernironal supporl group for Ukrainian¥.
Age UK Bth"ending seryice i¥ a partnershp wrth UK mert￿ fu*Je(I lyrf th8 locd t￿IK¥1, wtwefry
*)ledon Gyild prowdes a 18ce to kn beIr￿di￿Q seryice and Irain and swwls volunteer befrlenderj.
Cily Bridge Proiect. ProYith"ng online one to ￿ iher8py lor peopkn afe htyJSet￿￿d
37

WIMBLEDON GUILD OF SOCIAL WELFARE
(a company limlted by guarantee)
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
mertC￿ Moves represenis fundlrMJ from Cwncd to Io w SUFPYI for peopqe over 60.
encouraging physi￿1 actiwty.
The NHS mert￿ Clinical C(xMI"ssbtining Grc*Jp grani of £25.000 is used lo pjrt lund a bereave1T￿l sorylce
delivered by w1n￿6d0n Guikl ¢0 hélp pawe aged 16 aThJ atyjve wtKJ we bBreaved cff aFvroaching
The WImb￿d0￿ Foundalicffi re[￿ents Il￿ding to SUFPXI enyjbonal arml swal groups in
East MertC￿.
The Peacock Charilable Tnjsl rep￿SentS fundlng allttaled to p(rthawng a rinNan.
The Investn￿nI Properties Res*￿ rewesonls the Val￿￿onS of the r•s￿￿Oni￿1 kYoperbe5 cvrnd by w&￿￿e￿On
Gulld and renlod to lenants.
The Fixed A55¢ts Rwr¥*s rep¥08Wted ty taThJ*>* fwd ass818 and we re•dty rKfflvert*le into ca8h.
38

WIMBLEDON GUILD OF SOCIAL WELFARE
(a company limited by guarantee)
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
The 2024125 nb)¥enth In lund8 rA>nwratr4es *• ￿ foM¢Avs'..
t4et
Incomlng Re•our¢e• In¥'mnt
Y•#ourc•• •xpondtd gn'*lllw*l Prop's
R•v
B4l•nc••
31 ￿TCh
2024
2023124
1 Apill
2023
Trferj
Endowm•n¢•
Ewendable
End04••￿nI
ProFewty Funds
Porllolio
1,232.922
Toial Endown*nls 16.919.538
Restrlcted Income Funds
Welfare FuThJ
75,342
15.886.618
325.380
118.831} 897.747
16,891,112
1B.528
343.
1,251.373
1.251.373
75
16,891.187
18.631
897.747
193.383
1210.3311
58.394
Merton Civic Prld¢
-Welbelng 5vpport
Talkn'ng TheraF4e
Iicsi
s￿sTG Mert¢
Uplift-K*llbeing
Support
The m*r￿Th
COVID-19
cor￿￿nty
response Flub
nlèr. Warrn &
*ll Grartl
Musical
Movtsrrnnt
L8M- Talklng
Therap¢'es
8¢friending I￿S)
Support
Ukraine
ily Bridge
Fovndalion
Merton Mo¥es
NHS Merton CCG
(Grief Supporti
Tht Imrroledon
Foundation
The Peaco
Charrtable Tns
Other
Ewendable
Endown*nt ¢gpit81
distribution
Special T(u$t
incorre
ICa20no¥el
49.431
(49,431)
29.328
(29.328)
87,813
187,8131
13.089
95205
(91.871)
18.423
12268
55.179
152.7931
14.652
5,295
4,187
18,8881
2.598
10,570
42.801
110.5701
146,1511
1.6S5
5,940
17.150)
141.150)
25.052
11,4CKI
29,750
12.917
137.917)
8,4S3
{4e4)1
7,993
io,ocrf)
io,wo
227
{2271
1343,K61
343.
692.707
1198.62n
1343,gJei
150.174
Total Re51n"cted Ino
875.128
28B 229
39

WIMBLEDON GUILD OF SOCIAL WELFARE
(a company limited by guarantee)
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
2023124
1 Aprll
2023
Ineombng R•wurc•# Inv'mtht
vesourc•¥ •x￿nd*d gnW(10•'8) fvop
Trf•rs
31 M4vch
2024
UnYestrid•d
fund•
General Fund
Fixed Asset
Reserye
Investrnnl
Properties
Reserye
Total Vnresiricled
Funds
510,961
917.565 I2,1W,￿l
37,078
1,188.598
503,898
856.091
3,587
63.D)2
922,883
13 820.1x￿)
13,820,000
15 187.OSS
947.565
2,176,717
37.078
1.25161YJ 15 246 581
Total FurKJ•
32 248 274
2 313374
3 070 476
32 425 997
40

MBLEDON GUILD OF SOCIAL WELFARE
(a company limlted by guarantee)
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
20. ANALYSIS OF NET ASSETS BETWEEN FUNDS
In¥•$tm•nt
G•n•ral Propert1•8 Flx•d A8S•t Endowm•nt R••trictsd
fund•
R&8•rv•
R•8•rv•
fund•
Inc¢)mo fund8
Total
2025
202
TangibLg
FixEd A￿1¥
InveslnEnl
Properties
Inveslnknls
Nel current
a￿et8
Tolal
978.815
978,815
14.375,000
14,375.000
99.337 16.118.635
630.197
15.389.OLh)
36,470
666,667 14,375.000
36.470
99,337 31.$08.820
978.815 15 389 Ocx)
02
2024
Tangible
Fixed Assets
Investment
Propèrt
Investments
Nel currenl
assets
Total
922,883
922.683
13,820.WO
13,820.000
288.230 17,616.718
437,301
16.891.187
66,596
S03,897 13.820.(KKJ
922,683 16,891 187
288,230 32
21. CASH FLOW INFORMATION
RECONCILIA TION OF CASH FLOWS FROM OPERATING ACTIVITIES
2025
2024
Ne IEyndilureylncom lor the r•pthng {8s p•r
the Slalerrenl of fThnc￿1 aCtNit￿l
Iiuslmenl8 for..
DepreeiatKJn charge8 (Ncts 12
Unrealised and realised b88esllgain$l (Note 14)
Oisposal of Fixed Ass61 IM)te121
Invesln*nl Propety RevalUat￿n (Note 131
Deficit frcffl sa*s of InVest￿nI Propert￿IX￿d kn¢1
Inveslmenl income shcwn in inveslir¥J actNil*s INote 4)
Invesln*nl lees shown In ￿VeStsng ath¥1￿5 (Noie 191
Ilncreasel in debtors
Increase in short lemi credrtors
Net C%￿h promfded by (used in) op•rntlng a¢tib•ti•s
1917.177
177.722
73,694
S78,485
55,644
{934,8251
55.759
(sss,000)
123.$41) 1114,9881
166S.3141 1721,0981
15.013
19,626
(47,7721
{8,4281
83.917
1,554,506
1.427 452
22. HISTORICAL COSTS OF NET IAOVEAIENT IN FUNDS
2025
2024
Nel movement in funds
Revaluation of Invest￿nt prope￿.e$ INote 13)
Unrealised {gain￿OSS on investwents (Note 141
Nel nK)venEnl of funds on a historical cost bas.s
1917,177)
1555,000)
578,037
894.140
177.722
934,822
757.100
41

WIMBLEDON GUILD OF SOCIAL WELFARE
(a company limited by guarantee)
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
23. SHARE CAPITAL
The company Is c(￿St11uled as a ¢Ofrv￿Y IvThted by guarantee. Under the temx ol dau5e 7 of the
icles of Associalion, in the event of the charity being wound up every men*xr is liable lo
conlribule a sum nol exceeding £1 during Ihe b'rne they are a Of within one year thefeafter.
24. TAXATION
The Guild Is a registered tharity and frcmn tsx?t￿ on incm? arising frcm and e)pended
on ils Cha￿tab￿ acts'vilies.
25. OPERATING LEASEXESSEE
At 31 March 2025, the charity had the ft)Ilv*irKJ coff•rilnxnls WKler n￿-¢anc￿la1Ie operating
leases..
2026
2024
Obligations under cperaling leases e4)ifing in less than one year
Obligalions under ¢)peraling leases ewifing in lo five yeafs
Obligations under cperating lease8 eypimg after ffi¥e years
74.853
163,801
62.302
206.646
129.500
398,448
320.642
26. PENSION COSTS
The cc*rpany has a group deff ned eontributs'on pensicm $chenNry which al enwtyees are enti￿ to
loin. The coryjany matches c¢xlrbbuiions mde by enptyees up lo 7%.
During the year ended 31 March 2025. the ce¥ryanls tolal conln"buts.c￿S arrounled lo £99.oe6
12024. £92.431) £78,363 of Ihe costs were allocated lo restricted aclivilies, and £17,98610
The Company's Sloging date fw staff auItrenrotrTh￿I in the pension wa$ 1 July 2014.
27. CAPITAL COMMITMENTS
The ccxnpany has no authonsed and C￿tracted c4yThritrrnnts for wilal e>pendrture al 3151 M¥ch
2025
42

WIMBLEDON GUILD OF SOCIAL WELFARE
(a company limited by guarantee)
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
28. STATEMENT OF FINANCIAL ACTIVITIES£OMPARATIVE INFORMATION
The split of the 2024 c¢yrparative8 sINy•m on the face of the Slat￿rnnt of Fin￿181 ktivit￿lI
beN¥een the separate classes of fuThJs are as folkms".
Unresincted IncLYr¢ ErKJOwn￿rt Total
Funds
Fund8
Funds
2024
kncorr￿ frcfft..
Donat￿￿3 and lega¢
Charitable
8clivllies
Other
trading
aclivilies
Inveslrrenls
Other
Tot81 in￿n
90.665
90.685
744,029
691,839
1,435.668
83.763
29.089
83.763
721,7
692,707
19
343,9C6
343￿% 2331912
947 566 1040.440
Eyendilure ¢)n'.
Raising lunds
Charilable activrt
Total exF¢ndilure
359,908
18,630
378,538
2,654,717
18,630 3.033,255
893.894
893,894
2,120.731
operat￿￿j (De￿11)￿urpIu8
1173 165
Nel gainslllossesl on invt
14
Gain on revalualion arKI sale of Inveslm
Transfers
Net Incon*llewditurel
37,080
(55,757)
1251,367
59.525
897.742
934,822
155.7571
1251367
28,349
146.546
Reconciliation of luThJs
Total funds brought f¢Th-
19
15,187.056
141.683
16,919,536 32.248,275
15,246.581
288.229
16.891.187 32 425.997
29. OPERATING LEASES-LESSOR
At Jl Marcn 2u2J, me iuiure ￿n￿r￿rI *ase payffents r￿e￿a￿e unuer operatirKJ
leases were'.-
2025
2024
C￿)ligat￿￿8 under cyrating leases expiriry in less Ihan or* year
Obligations under operating leases expiring in one lo five ye￿8
Obligations urnler coeraling leases e￿￿'n9 aftw fve yews
430.158
14.130
392.640
6.711
399.351
43

MBLEDON GUILD OF SOCIAL WELFARE
Company Registration numbef.. 383330, Chanty registra￿n number. 200424
Registered off￿.. Guild House. 30132 Worple Road, LorKSon SW19 4EF
Wobsrte.. VP*WI.wimbledon
ui
.(xJ.uk
mbledon Guild of Social Welfare I'The Guld'l is constituted as a cLwnpany limited by guarantee
and is registered for charitable purposes wilh the Charty Commiss￿n. The Guild's governlng
document is ils Memofandum and Articles ol Association incorporated 15 Oclober 1943 as
amended by special resolulK)n at 6 October 2(K)9.
THE BOARD OF TRUSTEES
Honorary Offlcern
Chairman
Vice Chairn*n
Treasurer
Susan C(x)ko
Tom {R Al Steele
Sandy Pferf
Other Members
Karen Biggs
Eniola Oladitx)
Caroline Mawhood MBE
Howard Richards
Amir Siddiqui
Frances Haque
Olrectorn
The Trustees of Wmbledon Guild of Swal Weffare are the charity's trustees under charity law
ano the directors of Ihe charitable company.
Llfe Vl¢e-Presldent
Sheila Ounman
SENIOR MANAGMENT TEAM
Wendy Pridmore
Helen Duckworth
Adil aureshi
018dipo Sokoya
Mark Wmiams
Chief Execthi¥e off￿r and Gerwal Seuelary
Head of Community SeNices
Head of Talking Therap￿$
Head of Finan￿ and Resourc08
Head ol C(XTwNnicalions arKI Fundraising
ADVISERS
Auditor•
Bankers
Crowe U.K. LLP. 55 Ludgale Hill London EC4M 7JW.
Barclays Bank pk. Wmbkdon Business Centre, Aexandra
Road. Wmbledon. London SW19 7LA
Croner Group, Croner House. ￿Nheat￿ Way. Hinckley,
Leicestershire. LE10 1YG
CCLA Investment Managetrnnl. 1 Ange￿ Ln, London EC4R
3AB
Russell£ooke LLP. 2 Putney Hdl, Puth*. London SW15 6AB I
Employmenl
Inveslment Managern
Solicitorn
44