CHARITY COMMISSION
FOR ENGLAND AND WALES
Trustees, Annual Report for the period
From: 1 Sep 2023
To: 31 Aug 2024
Period stsrt date
Period end date
Charity name: Bristol Cathedral Choral Foundation
Charity registration number: 270373
Objectives and Activities
SORP reference
Summary of the purposes of
the charity as sel out in its
governing document
Para 1.17
As a matter of policy, grants are currently
made only to the Dean and Chapter of Bristol
to support the Choristers and the Choral
Tradition.
The Foundation receives donations from
individuals and organisations and invest them
in order to pay grants to cover the costs of the
Choristers and other costs relating to the choir
and the Cathedral.
Summary ofthe main
aclivities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.
Para 1.17and
1.19
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on publi
benefit
Para 1.18
The Trustees have complied with their duty to
have due regard to the Charity Commission's
public benefit guidance when exercising any
powers or duties to which the guldance Is
relevant.
Additional information loptionall
You ma
choose to include further statements where relevant about..
SORP referenGe
As a matter of policy, grants are currently
made only to the Dean and Chapter of Bristol
to support the Choristers and the Choral
Tradition.
Policy on grant making
Para 1.38
Policy on social investment
including program related
investment
Para 1.38
Contribution made by
volunleers
Para 1.38
Other

Achievements and Performance
SORP reference
Summary of the main
achievements of the charity,
identifying the differen￿ the
charily s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.
The Foundation receives donations from
individtjals and organisations and invests it in
order to pay grants to cover the costs of the
Choristers and other costs relating to the choir
and the Cathedral.
Para 1.20
Additional infonnation (optionall
You ma
hoose to include further statemenls where rel8vant about..
Achievements against
objectives set
Para 1.41
Performance offundraisin9
activities against objectives
set
Para 1.41
Investment performan
against objectives
Para 1.41
Other

Financial Review
Review of the charity's
financial position at the 8nd
of the period
Para 1.21
The Charity had net payments of £16,504
during the year. This was due to additional
Erants made to cover the first year of a 2 year
commitment to funding an additional music
staff member at the Cathedral. This was agreed
to by Trustees as it could be funded from
accumulated surpluses from the previous few
vear5.
The Trustees aim to maintain rese￿e5 at a
level which, taking into account anticipated
future income, will match the requirement for
grants in the future.
The Charity held reserves of £1,568,029 at the
year end.
Nla
Statement explaining the
policy for holding rese￿eS
stating why they are held
Para 1.22
Amount of reserves held
Para 1 22
Reasons for holding zero
reserves
Details of fund materially in
deficit
Explanation of any
uncertainties about the
chartty continuing as a going
concern
Para 1.22
Para 1.24
None
Para 1.23
Nla
Additional infomiation {optionall
You ma
choose to include further statements where relevant about..
The charity's priricipal
The charity receives funds from individuals and
sour￿$ of funds {including
organi&ations with a specific interest in choral
any fundraising)
worship.
Para 1.47
Investment policy and
objectives including any
social investment policy
adopted
Investments are currently only made with the
Central Board of Finance of the Church of
England Funds. Investments are allocated so
as to continue the support of 8rants which
allow some growth.
The key risk to the Charity is the inability to pay
grants as it has in the past. Grants to Dean and
Chapter are made on an annual basis in
accordance with an agreed schedule. The only
significant underlying cause of this risk would
be a significant reduction in investment
turns. The Charity invests mainly in the
investment fund of the Central Board of
Finance of the Church of England Funds,
Sharing risks with many Church of England
organisations. The fund has consistently paid
increasing or at worst flat distributions that
have supported our grants.
Para 1.46
A description of the principal
risks facing the charity
Para 1.46
other

Structure, Governance and Management
Description of charity's
trusts..
Type of goveming document
al c.liJrLei-
How is the charity
constituted?
le g iii Ill".Lorporaled
assoc,'alion CIOI
Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees
Para 1.25
Declaration of Trust dated 6 October 1975
Para 1.25
Trust
Para 1.25
The power to appoint Trustees is set out in the
Deed of Trust. The Trustees seek to appoint
new trustees who bring required skill and
experience to the trustee body.
Additional information (optionall
You ma
choose to include further statements where relevant about=
Policies and procedures
The Trustees review annually key contro15 to
adopted for the induction
mitigate risks identified related to investments
and training of trustees
Ispecifically the balance between sustainable
income and capital growth) and expenditure.
The Trust is set up to support Choral Worship
in the Cathedral. It does this as a matter of
policy by providing funds to cover the costs of
the Choristers as members of the choir, along
with ancillary cost5 as required. Because of the
nature of its work, the Trustees work closely
with the Dean and Chapter. Current Trustee5
include the Dean and Precentor of the
Cathedral.
The only related party is the Dean and Chapter
of Bristol Cathedral.
Para 1.51
The charity's organisational
structure and any wider
network with which the
charity works
Para 1.51
Relationship with any related
parties
Para 1.51
Other
Reference and Administrative details
Charit
name
Other name the charit
uses
istered charit
number
Charity's principal address
Bristol Calhedral Choral Foundation
270373
Bristol Calhedral. BS15TJ

Trust•0 namè
Office lif any)
Dates acted if not
for whole year
Name of person lor bodyl
entitled to appolnt trustee
lif any)
Richard Bacon
Chairman
Kathryn Goldsmith
Stepped down
07101/24
Mark Lee
Sarah Jenkinson
Secretary
Paul Dyke
John Daverkport
Jeremy Srokosz
Treastjrer
The Very Revd Dr Mandy Ford
(Dean of Bristol)
Elizabeth Parkes
io
Rustom Battiwalla
li
Helen Rowe
12
Cor
orate trustees - names of the diredors at the date the re
Oirector name
rtwasa
roved
Name of trustees holdin
Trustee name
title to
ro ert belon
in
to the charit
Dates acted If not for wholè
ear

Funds held as custodian trustees on behalf of others
Description of the assets
held in this capacity
Name and objects ofthe
charity on whose behalf the
assets are held and how this
falls within the custodian
charity's objects
Delails of arrangements for
safe custody and
segregation of such assets
from the charity's own
assets
Additional infonnation {optional
Names and addresses of advisers (Optional Information}
Type of
adviser
Name
Address
Name of chief executive or names of senior staff members {Optional infomiation)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information

Declarations
The trustees decla￿ that they have approved the trustses, report above.
Signed on behalf of the charity's trustees
Signaturelsl
Full namelsl
Position {eg
Secretary, Chair, etcl
Date

Trustse nam&
Office Irf anyl
Dates acted if not
for whole year
Name of person lor body)
entitled to appoint trustee
lif any)
Richard Bacon
Chairman
Kathryn Goldsmith
Stepped down
07101124
Mark Lee
Sarah Jenkinson
Secretary
Paul Dyke
John Davenport
Jeremy Srokosz
Treasurer
The Very Revd Dr Mandy Ford
(Dean of Bristol)
Elizabeth Parkes
io
Rustom Battiwalla
li
Helen Rowe
12
Cor
orate trustees - names of the dirertors al the date the re
Director name
ortwasa
roved
Name of trustees holdin
Trustee name
title to
ro
ert belon
to the charil
Dates acted if not for whole
ear

Funds held as custodian trustees on behalf of others
Descriplion of the assets
held in this capacity
Name and objects oflhe
charity on whose behalf the
assets are held and how this
falls within the custodian
Charity's objects
Details of arrangements for
safe custody and
segregation of such assets
from the Gharity's own
assets
Additional infomiation (optional)
Names and addresses of advisers Ioptional infomiation)
Type of
adviser
Name
Address
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information

Declarations
The trustees declare that they have approved the trustees, report above.
Signed on behalf of the charity's trustees
Signature(s}
Full namelsl
l(ctttLts
Position {eg
Secretsry, Chair, etc)
CUpaQ
Date
17 Io

CHARITY COMMISSION
FOR ENGLAND AND WALES
stol Cathedral Choral Foundallon
270373
Receipts and payments accounts
CC16a
For the period
from
01-Sep23
To
31-Aug-24
Section A Receipts and payments
Unrestricted
funds
to the nearest
Restricted
funds
Endowment
funds
Total funds
Last year
lo the nearest È
to nearest E
te the nearest £
to the nearest £
A1 Recelpts
Legacy
InvestmÈnl Incomè
44,432
230
44,432
230
43,084
330
Coiporale donalron5
ROYa￿eS
716
716
418
total f
ross Income
or
ARJ
45,378
46.37B
43,830
2 Asset and investment sales.
Isee table).
total
Total recelpts
45,378
45,378
43,830
A3 Payments
Grants
Adtblin
61,821
61,821
60
34,566
Sub total
61,881
61,881
34,626
A4 Asset and investment
puichases, (see table)
CBF Invèstmènt Fund Sharos
Sub tolal
Total payments
61,881
61,881
34,626
Net of roceipts/(paym8nts)
A5 Transfers between funds
A8 Cash funds last year end
Cash funds thls year end
16,504
16,504
9.204
60,656
44,152
60,656
44,152
51,4S2
60,656
CCXX R1 accounts ISSI
22101n025

Section B Statement of assets and liabilities at the end of the period
Unrestricted
funds
Restricted
funds
Endowment
funds
to nearest £
to nearest£
to nEare$t £
81 Cash funds
CAF BÈnk
6,503
C6F O&po6il FuDd
37.649
Total cash funds
44,152
laoree baignceswilh ieceipts and p6ymenls
acwuDllsll
Unrestricted
funds
Restricted
funds
Endowment
funds
to r*arÈ8t £
to nearest £
to nearest É
B2 Other monètary assets
CBF Investment Fund
1,471,384
CBF Pioperty Fund
52.492
to which
a55et belon
Dotails
C05t loptionall
Current value
Fund lo which
asset belo
Current value
o$t loptionall
84 Assets retained for the
charity's ovm use
Fund to V4hich
relate5
Amount due
lor￿1
When due
B5 Liabilities
Signed by one or Iwo trustees on
behalf of all the IrLL3tees
Signaturé
Print Name
Date of
ioval
RICHARD BACON
CCXX R2 accounts ISSI
22101￿25

CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examiner's
report on the accounts
Section A
Independent Examiner's Report
Report to the trusteesl
members of
Bristol Cathedral Choral Foundation
On accounts for the year
ended
31$1 August 2024
Charity no
(if any)
270373
Set out on pages
I report to the trustees on my examination of the accounts of the above
charity {"the Trust") for the year ended 3110812024.
Responsibilities and As the charity trustees of the Trust. you are responsible for the preparation
basls of report of the accounts in accordance with the requirements of the Charities Act
2011 {°the Acr}.
I report in respect of my examination of the Trust's accounts carried out
under section 145 of the 2011 Act and in carrying out my examination.
have followed the applicable Directions given by the Charity Commission
under section 14515)Ib) of the Act.
I have completed my examination. I confirm that no material matters have
come to my attention (other than that disclosed below '} in connection with
the examination which gives me cause to believe that in, any material
respect..
accounting records were not kept in accordanc8 Wlth section 130 of
the Act or
the aGGounts do not accord with the accounting records
Independent
examiner's statement
I have no concerns and have come across no other matters in wnnection
with the examination to which attention should be drawn in order to enable a
proper understanding of the accounts to be reached.
Please delete the words in the braGkets if they do not apply.
Signed:
Dats:
Namè:
Relevant professional
quallflcatlonlsl or body
(if any}:
Addrnss:
21 PAkTrri(JtrJ foaEf
IER
October 2018

Section B
Disclosure
Only complete if the examiner needs to highlight matters of concem (see CC32,
Independent examination of charity accounts.. directions and guidan￿ for
examiners).
Give here brief details of
any items that the
examiner wishes to
disclose.
IER
October 2018