ARCHWAY
FOUNDATION
SCPVIINC THOSE Hupf B Y LOhNELINISS
Charity Reg.. 299533 1 Company No.. 2262206
THE ARCHWAY FOUNDATION
(A Company limited by Guarantee)
Report and Flnancial Statements
Year ended 30th June 2024
Patrons
SirTony Baldry D.L.
Sir Hugo BrunnerJP
Rt Rev Dr Steven Croft, Bishop of Oxford
Mrs. Felicity Dick D.L.
Mr. Jeremy Iron5
Lindsay Mackie
Mike Wooldridge OBE
Registered Office
New Marston Pastoral Centre
Jack Straw's Lane
Oxford OX3 ODL
Bankers
CAF Bank Ltd
Redwood Bank
Cambridge & Counties Bank
Financial Year end 30.06.24.
The Archway Foundation
Page l of 23

?RCHWAY
FOUNDATION
SEQVINC THOSE AufiT 8Y LONELINES5
Charity Reg.. 299533 1 Company No.. 2262206
INDEX
Page No
Report of the Trustees
3-14
Independent Examiner's Report
15-16
Statement of Financial Activities
17
Balance Sheet
18-19
Notes to the Accounts
20-21
Statement of Financial Activities: 2022-23
22
Appendix {il Restricted Fund Movements
23
Financial Year end 30.06.24.
The Archway Foundation
Page 2 of 23

ARCHWAY
FOUNDATION
SkTrVlNi -' 405É WUPT 8V LONIFI.INFSS
Charity Reg.. 299533 1 Company No.. 2262206
REPORT OF THE TRUSTEES
The Trustees present their report and the financial statements for the year ended 30th June 2024.
MEMBERS OF THE MANAGEMENT BOARD (Trustees and Directors)
The members of the Management Board who held office during the year are listed below.
R05alind Margaret Alstead OBE
Christine Booty
Nigel Fulford Iresigned 18.09.2023)
Sue Fulford (resigned 21.11.20231
Charlotte Gelder
Priyanka Jha
Tessa Rea (appointed 18.09.20231
Penelope Smith (Treasurer)
Chris Taft (Chair)
Anne Tarassenko (Secretary) (appointed 11.12.2023}
Alastair Turnbull
James Tweed
Lynne Davies Craine (appointed 18.09.20231
At the date of this report, all the existing Management Board members are members of the company. The
liability of members is stated below.
Applications for membership are made to the Board and are then considered at it5 next meeting or as soon as
practicable.
CHIEF EXECUTIVE OFFICER.. Angelo Fernandes (appointed 02.01.20241 Sheila Furlong MBE (resigned
28.02.2024}
CHARITABLE STATUS
The Archway Foundation is a charity, registered in England, number 299533. It Is also a company limited by
guarantee, registered in England, number 2262206. The charity was established via the Memorandum and
Articles of the Company.
STATUS OF THE FOUNDATION
The Foundation is a registered charity and has no liability to Corporation Tax on its present activities.
The Foundation is a company limited by guarantee and has no share capital. Each member undertakes to
subscribe a maximum of £1 in the event of a winding up of the Company.
Financial Year end 30.06.24.
The Archway Foundation
Page 3 of 23

RCHWAY
FOUNDATION
SERkllXI'C TYOS- HUTr-: BV LONÉ. I￿1r$S
Chat5ty Reg.. 299533 1 Company No.. 2262206
STATEMENT OF THE RESPONSIBILITIES OF THE MANAGEMENT BOARD
Company law requires the Management Board to prepare financial statements for each financial year, which
give a true and fair view of the affairs of the company and of the profit or1055 for that period. In preparing
those financial statements, the Board is required to:
Select suitable accounting policies.
Make judgments and estimates that are reasonable and prudent.
State whether applicable accounting standards have been followed, subject to any material departures
disclosed and explained in the financial statements.
Prepare the financial statements on a going concern basis unless it is inappropriate to presume that the
company will continue in business.
The Board is responsible for keeping proper accounting records. which disclose with reasonable accuracy at
any time the financial position of the Company. It is a150 responsible for safeguarding the assets of the company
and for taking reasonable steps for the prevention and detection of fraud and other irregularities and error.
AIMS AND OBJEcfivES
Our charity's purposes as set out in the objects contained in the Company's Memorandum of Association are:
l} To provide a service for lonely and isolated people to alleviate their social isolation and to assist in
solving, or in preventing, the development of mental health problems associated with loneliness.
2) To provide social activities and events for the lonely in and around Oxford, and to offer individual
support and visits for such people where appropriate, against a background of a commitment to the
practical application of Christian beliefs {with our service being accessible to all faiths and cultures}.
3) To extend such a service to other areas of the United Kingdom by collaborating with other bodies with
similar charitable objects and by establishing new branches of The Foundation having similar purposes
and regulation5 to those of the Foundation.
In doing this we seek to ensure that the organisation maintains a strong team of trained volunteers to support
both current and future needs.
Ensuring our work delivers our aims
We review our aims, objectives, and activities each year, looking at the outcomes achieved, the benefit to the
people we are there to help and the feedback we receive from them. This combined with the application of
current research in the field of loneliness and mental health ensures that our aims, objectives, and activities
remain focused on our stated purposes.
Financial Year end 30.06.24.
The Archway Foundation
Page 4 of 23

ARCH
FOUNDATION
SERkllNC ruos-. B Y I.ONELINE55
Charity Reg.. 299533 1 Company No.. 2262206
The focus of our work
The main objectives for the year continued to be the provision of services to alleviate loneliness and the
development of mental health problems. The strategies we used to meet these objectives included:
Providing a range of services in response to local need for adults experiencing loneliness, social isolation
and associated mental and social difficulties.
Recruiting and training volunteers to support these services.
Receiving referrals from, and making referrals to, other agencies to ensure the widest range of service is
available that best matches the needs of the local population.
Expansion to other parts of the UK is dependent upon additional resources to identify and respond to needs
elsewhere, sofor the present our work is locallyfocused.
PUBLIC BENEFIT
The Trustees have taken due account of the Charity Commission'5 guidance on Public Benefit when considering
the activities and achievements of the Charity. We are providing public benefit by reducing the distress caused
by loneliness and social isolation and the associated health risks. We do this by providing supportive social
relationships through:
An enquiry service
Individual Support (by telephone}
Individual Support (face-to-face)
Small 5UPPOrtive social groups
Invitations to occasional larger social events
An Enquiry Service
In addition to individuals approaching Archway directly, referrals come through several individuals and
organisations including Age UK, Social Prescribers, GPS, Housing Associations, Mental Health Charities,
Mental Health team5, Social Care Managers, other Voluntary Organisations, family and friends. Whatever
the route of referral, an informal meeting with each person referred enables the Archway team to asse55
levels of risk and vulnerability and to understand and support the individual's needs as far as possible
whilst also ensuring that Archway can offer some direct help and can signpost to other sources of help if
required.
Individual Support (by telephone)
This service is for individuals whose physical and / or emotional challenges mean they are not yet ready
for "in per50n" social contact or are on a waiting list for another part of our pathway of support. Each
individual (known as an Archway Friend) is linked with a Volunteer, who will call them once every two
weeks forsocial contact conversations and support. The calls will vary in length but are generally anywhere
between 15 minutes and an hour- whatever works best for the Friend on any given day.
Financial Year end 30.06.24.
The Archway Foundation
Page 5 of 23

ARCHWAY
FOUNDATION
SEQVIKIG T￿05[ hUFIT 8Y I.ONCI INFSS
Charity Reg.. 299533 1 Company No.. 2262206
Individual Support (Face-to-face)
Our Face-to-Face Support Service is mainly for those who because of physical or mental health issues
cannot engage with any form of social group activities. A Friend will be linked with a Volunteer who will
meet them out of their home le.g. for a coffee or a walk} or if the Friend is unable to leave their home for
physical or mental/emotional health reasons, they will visit them at home. Individual Support Volunteers
usually visit on a fortnightly basis. High demand for this service, increased complexity of needs of the
people referred, and the localised challenges of volunteer recruitment have all resulted in a waiting list
for this service.
Supportive Social Groups These provide a monthly opportunity to meet in Oxford or Abingdon, offering a
welcoming, safe and supportive environment in which Archway Friends can meetwith and gain confidence
in relating to others, develop new friendships and ultimately engage with people and activities in their
local community. Friends unable to access groups independently are assessed for suitability for our
volunteer transport service for which there is always higher demand than volunteer driver availability. A
local taxi firm, Lightway Services, partnered with us to generously provide a car and driver to each Oxford
group, currently at no cost to Archway.
Invitations to Larger Social Events
A Gilbert and Sullivan evening, Carols and Mince Pies, afternoon concerts and cream teas have provided a
varied selection of larger social opportunities to which Friends, volunteers and supporters have been
invited.
VIEWS FROM THE WORLD HEALTH ORGANISATION COMMISSION ON SOCIAL CONNECTION
https:l/www.who.int/groups/commission-on-social-connection
People across all age groups and all regions of the world are affected by loneliness and social isolation. Current
global estimates suggest that l in 4 older adults experience social isolation and between 5 and 15 per cent of
adolescents experience loneliness. Rates in low- and middle-income countries are comparable or higher than
in high-income countrie5.
Social isolation and loneliness have serious, and still under-recogni5ed, impact5 on our health and lifespan.
People lacking social connection face a higher risk of early death. Social isolation and loneline55 are a150 linked
to anxiety, depression, suicide, and dementia and can increase risk of cardiovascular disease and Stroke.
Social isolation and loneliness do not just harm individuals; they also have a negative impact on entire
communities and societies. Research shows that their safety. prosperity, and effective governance depend
greatly on the quality of the social connections within its neighbourhoods. workplaces, and schools.
Financial Year end 30.06.24.
The Archway Foundation
Page 6 of 23

ARCHWAY
FOUNDATION
5EP.'J.'NC I Iiosr HbQT SI LCJNEIIPIESS
Chatity Reg.. 299533 1 Company No.. 2262206
RESEARCH EVIDENCE OF HOW ALLEVIATING LONELINESS IS OF PUBLIC BENEFIT
48,000 people or 7% are either often or always lonely in our county {Oxford5hire Uncovered, OCF, 2023).
Both social isolation and loneliness were associated with a greater risk of multiple health-risk behaviours
including physical inactivity and smoking Ivaltorta, N.K., Kanaan, M., Gilbody, S., Ronzi, S. and Hanratty, B.,
2016. Loneliness and social isolation as risk factors for coronary heart disease and stroke: systematic review
and meta-analysis of longitudinal observational studies. Heart, 102{13), pp.1009-1016.1
Loneliness is a common experience; with a 'U' shaped population distribution, with those aged under 25
years and those aged over 55 years demonstrating the highest levels of loneliness (Hawkley and Caccioppo,
2010, Victor and Yang, 20121.
Social isolation and loneliness adversely influence activities of daily living that include functional status
lindividual's a bility to perform normal daily activities required to meet basic needs, fulfil usual roles, and
maintain health and well-being) among older adults [Shankar, Aparna, et al. "Social isolation and loneliness:
Prospective associations with functional status in older adults., Health Psychology 36.2 {2017): 179.]
5.0% of people in Great Britain 12.6 million adults} reported that they felt lonely "often or 'always
between 3 April and 3 May 2020, about the same proportion as pre-lockdown. IONS
https://www.ons.gov.uk/peoplepopulationandcommunity/wellbeing/bulletins/coronavirusandlonelinessg
reatbritain/3aprilto3 may20201
Overall, there is a wealth of evidence that the societal problem of loneliness and isolation, is increasing. The
quantity and quality of evidence-based research is improving rapidly, giving ever stronger support to the links
between a lack of social interaction and the onset of degenerative diseases such as Alzheimerfs, an illness
which costs the N HS an estimated £20 billion a year. In medical research, loneliness is linked to obesity, heart
disease and depression. The links between loneliness and mental health are well documented and many
enquirers present with a mental health condition. These range from mild depression to complex mental health
problems including Acute social anxiety, Schi20phrenia, Paranoid Schizophrenia, Schizo-affective disorder,
Bipolar, Personality Disorders, Psychosis, OCD, Autism Spectrum Conditions.
Volunteer Selection and Training
"I've been privileged os o volunteer to walk alongside different people. For example, a young mum, two people
from nursing homes that have since possed away, someone who lived on the streets. o couple who both have
cerebral palsy. I've learned about myself, people, ond the world through Archway. It'5 been humbling. It's the
first time in my life thot I'vefelt I've really made a difference.
We are indebted to the team of dedicated volunteers who fulfil a range of roles. Volunteers apply by
completing an application form. They are invited for a formal discussion and if both parties agree to proceed,
they attend an Induction session in which confidentiality, boundaries, safeguarding, health and safety matters
are covered. Two references are requested, and an enhanced DBS (Disclosure and Barring Service} check is
made. Higher level training then follows appropriate to their role.
We offer on-going supervision and support via group and individual contact and provide written guidelines for
each role. Currently, 79 volunteers support our organisation. A range of professionals le.g. teachers, solicitors
and counsellorsl and non-professionals who volunteer for Archway. All volunteers are trained in loneliness
awareness, safeguarding and confidentiality. We recruited and trained 18 new volunteers in the past year.
Service User Involvement
Financial Year end 30.06.24.
The Archway Foundation
Page 7 of 23

ARCHWAY
FOUNDATION
SEQVINIL r40S.- HUFIT BY LONELIWESS
Charity Reg.. 299533 1 Company No.. 2262206
Feedback via surveys, phone calls and feedback sessions within groups have been ways in which Friends and
volunteers give feedback, share ideas, and contribute to service development. The new social groups are
developing their own shape, content and character based on the needs and expressed wishes of participants.
We have recently developed a Friends and Volunteer Reference Group as a result of holding a focus group of
20 Friends and volunteers through which we can engage and consult about how Archway is developing and
how well we are achieving our mission. We aim to meet every 6 months.
Here are some quotes from recent focus group:
"I'm invisible and a commodity, except for to Archway"
"Archway is always part of me, always WIIS be me"
Communication
A new website was developed and launched in 2023 and has had excellent reviews. However as fewer than
20% of Friends are digitally connected, we still rely on postal communication to inform Friends of events.
Invitations are incorporated into the Bright Side Newsletter, a publication started on a monthly basis during
the pandemic, now sent twice a year.
IMPACT OF OUR WORK
Friends are able to receive a flexible pathway of support that meets their changing needs. We use a bespoke
approach that is centred around loneliness and the attendant- often complex- physical, emotional and
mental health needs it engenders. There is no one-size-fit-all approach to alleviating loneliness and studies
have shown that bespoke approaches are more likely to reduce loneliness. Our services complement the
aspects of physical and mental healthcare offered by other agencies such as the NHS, Social Services, Mental
Health Teams etc. by offering broader community and social connections that go hand-in-hand to support
Friends toward improved emotional and physical wellbeing.
We provide meanin8ful social contact and active listening, which allows Friends to discuss and reflect on
their issues in safe, non-judgmental spaces with volunteers -either face-to-face individually or in a group, or
via Telephone Support.
We create a network of support through collaboration with referrers and other agencies to access services,
routes and activities that meet Friends wider needs around health, wellbeing and connection. The benefits
are:
Decreased feeling5 of loneliness and social isolation
Greater opportunity for Social contacts by attending small supportive social groups
Increased self-esteem and confidence
Sense of control and empowerment
Improvements in psychological and / or mental wellbeing
Positive mood and reduced anxiety and depression
Less suicidal thoughts, thoughts of self-harming
Decreased 'existential loneliness"
a feeling of fundamental separateness from others and the
wider world.
Financial Year end 30.06.24.
The Archway Foundation
Page 8 of 23

ARCHWAY
FOUNDATION
QA'.ilTrilC r'..10S.- W.UR- B Y LON￿ ELIN-55
Charity Reg.. 299533 1 Company No.. 2262206
We work with people who often have not seen or spoken with anyone for in excess of one week and our calls,
VlSits and groups mean so much to them. Friends report:
Fewer GP visits or non-emergency calls to emergency services
Lower use of medication
Fewer day5 in hospital
Fewer times of crisis or needing admission to mental health services
Feeling more a part of things
Feeling more optimistic about the future
Feeling that someone is thinking about and cares about them
Feeling less lonely and isolated
PARTNERSHIPS, NETWORKS & COMMUNITY LINKS
l) The CEO is part of a Charity Leaders Forum, The Suicide Multi Agency Group, The Berkshire, Oxfordshire
and Buckinghamshire Health Alliance Mental Health Sub-Group and the ROBIN (Responsible Oxfordshire
Business Involvement Network) and the Tackling Loneliness Hub.
ii) We work alongside and communicate regularly with referrers from a range of services to keep each other
informed of our work, avoid duplication and signpost to each other's services.
iii) Our experience in working with adults with highly complex needs means we are often instrumental in
bringing together staff from a number of agencies and organisations involved in supporting individuals so that
al clear lines of communication, expectations and boundaries can be agreed in order to provide the best level
of support to the individual in need and b) to provide support to staff in other agencies who sometimes lack
the experience and line managerial support to deal with challenging situations. This is time consuming but
vital work in keeping people safe.
iv) We maintain our links with Mental Health Services and give presentations to health & social care staff about
loneliness as well as our services. One of our Trustees is a former Director of Nursing for the local Health Trust
and was awarded the OBE for services to nursing. Our CEO was a senior manager for a major mental health
charity and was previously a commissioning officer for the County Council and local NHS Commissioning Group
with responsibility for mental health voluntary sector services.
IMPROVING MONITORING AND DATA COLLECTION:
The use of our LAMPLIGHT Database continues to develop in response to the changing shape of our services
and to enable us to capture data to demonstrate the work we do and the impact our work has.
STAFFING CHANGES
After 27 years leading the charity and a founder member, Sheila Furlong retired as CEO in February. Sheila
has been at the core of creating the Archway we know today. She has taken Archway forward to create an
organisation which is widely respected throughout Oxfordshire. When it was founded, Archway was a
Financial Year end 30.06.24.
The Archway Foundation
Page 9 of 23

qRCHWAY
FOUNDATION
SLQiiiNi r405E HUR T I?Y LOMF.l.IbltrSS
Charity Reg: 299533 1 Company No.. 2262206
pioneer in its field. Today, Archway remains at the forefront in both its understanding and response to the
associated wide-ranging issues linked to loneliness. Sheila leaves with our gratitude and best wishes.
After a thorough recruitment process, the Trustees were delighted to announce the appointment of Angelo
Fernandes as CEO from 2. January 2024. Angelo brings a wealth of experience having spent fifteen years in
senior roles in health a nd social care in the charitable and statutory sectors. He spent the previous 9 years at
Response Oxford with 5 years as deputy CEO. We are delighted to welcome him on board.
As part of the continuing process to develop the Pathway of Support, Archway has recruited a Volunteer
Manager and an additional Social Group Leader. Both appointments bring significant relevant experience and
are settling in well.
ORGANISATIONAL AND FINANCIAL REVIEW
The Finance and Strategy Group la sub-group of the Board) closely monitors expenditure against budget, looks
strategically ahead, reporting to and making recommendations for consideration by the Trustees at each
Board meeting. It monitors the work of the Independent Fundraiser whose role is to work with the CEO in two
main areas..
11 To secure the continuation of Archway and the provision of its services into the long term.
2) To provide the financial resources to support the growing demand for Archway's services in a manner
which provides the right level of time/attention and is compliant with all statutory requirements.
Income falls into two elements
unrestricted core services funding, and restricted funding, primarily grants
for specific projects such as National Lottery Community Fund for maintaining and developing aspects of our
Social Group service, and grants focussing on particular aspects of our service, e.g. Mental Health Awareness
Training. Income was slightly down on the figure in 2022/23 (which was a particularly strong year for
donations) We continue to explore ways of diversifying our income in the longer term.
This year in addition we have been awarded £55,000 from the Edward Gostling Foundation with instructions
under the Deed of Gift that it is to be treated as endowment over the next 5 years but may be used to top up
reserves if they fall below 6 month's operating costs. It IS shown in the accounts under the heading
'Endowment'.
RELIANCE ON INTANGIBLE INCOME
Individuals on a voluntary basis work a substantial number of hours. Without this voluntary assistance, the
Foundation would be unable to operate efficiently and effectively with the funds it has at its disposal.
RESERVES POLICY
At each Board meeting (bi-monthlyl the Trustees review the reserves available to ensure that the charity can
contin ue to meet its commitments and to ensure financial stability. A significant proportion of the charity's
income is from grants, usually awarded competitively under specific criteria and for fixed periods {ranging
normally from I to 5 years). It is important that we plan to maintain continuity a5 far as possible to cover a
few months, gap in income between grants to ensure that we continue to meet the needs of those we serve,
and to ensure we can retain staff (many of whom are very experienced). This need guides our reserves policy.
Financial Year end 30.06.24.
The Archway Foundation
Page 10 of 23

THF
ARCHWAY
FOUNDATION
yEPVrNI li TqOSF HLIRT BY LONCLINESS
Charity Reg.. 299533 1 Company No.. 2262206
The reserves policy is assessed annually. In general, the Trustees believe that the unrestricted reserves should
if possible be adequate to cover 6 months of total expenditure, with the proviso that if they should fall below
that level plans should be put in place to increase them over the next one to two financial years. This year the
Edward Gostling foundation provides additional supportfor reserve5 if required. This yearwe have not needed
to draw any money from this endowment.
FUTURE DEVELOPMENTS
The Foundation will continue to seek grants and donations to enable it to support and develop its existing
service in the Oxford & Abingdon area. The focus will be on
Ensuring the long-term financial sustainability of Archway and diversifying funding opportunities.
Implementing the learning and feedback from Friends, volunteers, staff and referrers.
Working closely with other agencies, especially our colleagues in mental health and social care to
ensure those whose loneliness, poor mental health, and other often complex needs, make it hard for
them to access help, are supported in doing so.
Assessing the level of accessibility, capability/desire to have digital access and work with other
organisations helping to address the digital divide.
Developing and implementing a Legacy Giving Strategy, establishing mutually beneficial links with
local corporate organisations.
IT provision, database management and systems to facilitate smooth running of the service and
meet reporting requirements.
Raising the profile of Archway to ensure widest possible reach to those in need of its services,
particularly with younger people, in areas of deprivation and across the county as a whole.
Building on and further developing links with community and faith groups to work in ways that will
be of mutual benefit in responding to loneliness.
Ensuring that the organisation is properly structured to support both current and future needs.
The overall aim is to provide a solid foundation that will ensure that Archway's services are readily accessible
and available to all who need them in and around Oxfordshire, at the same time as establishing a strong
platform to SUPPOrt other similar organisations in other counties. We remain concerned about loneliness in
other areas, especially in rural settings and are keen to work in consultation with groups and communities
wishing to respond to this need in their areas.
STRucfuRE. GOVERNANCE AND MANAGEMENT
Governin
Document
th
The organisation is a charitable company limited by guarantee, incorporated on 26 May 1988, and registered
th
as a charity 11 July 1988. The company was established under a Memorandum of Association, which defines
the objects and powers of the charitable company and is governed under its Articles.
Recruitment and A
ointment of Mana
ement Board
The directors of the Company are also charity Trustees for the purposes of charity law and under the
Company's Articles are known as members of the Management Board. Under the requirement5 of the
Memorandum and Articles of Association, the members of the Management Board are elected to serve for a
three-year period after which they are entitled to Stand for re-election at the next Annual General Meeting.
Financial Year end 30.06.24.
The Archway Foundation
Page 11 of 23

, ARCHWAY
FOUNDATION
LPI'INC, THO£tr_ HURT 3Y LOIN.-LIN.-
Charity Reg.. 29g533 1 Company No.. 2262206
All members of the Management Board give their time voluntarily and received no benefits from the charity.
Any expenses reclaimed are set out in note 3 to the accounts.
As loneliness impacts across age, social and cultural groups and the charity seNes people presenting with a
range of complex needs, the Management Board seeks to ensure that the need5 of its service user5 are
reflected through the diversity and skill mix of the Trustee body.
Trustee Induction and Trainin
The Trustees carry out regular review of the skills composition of the Board and, where deemed necessary,
seeks to fill skill gaps with new Trustees recruited through local advertising and network contacts. Trustee
induction includes individual time with the Chair of Trustees & CEO and opportunities to meet Friends (service
users), volunteers and staff. A Trustee skills audit has confirmed that the board is equipped to be strong in all
areas of governance and highlighted skills we may wish to stress we are looking for in any future Trustee
recruitment.
A Welcome Pack of information includes the Memorandum and Articles of Association, Report & Financial
Statements, Business Plan, a role description, and links to on-line Charity Commission guidance. New Trustees
visit one or more Social Groups to experience the service in action. All Trustees attend in house and external
training relevant to their role.
Two trustees retired in the year. Sue Fulford who has served as Trustee for 20 years, being Secretary for most
of that time, and Nigel Fulford who served for 14 years. We are grateful to both.
We were delighted to welcome Tessa Rea as Trustee and Anne Tarassenko as Trustee and Secretary. Both
bring new skills and wide range of experience.
Or
anisational Structure
Archway's Management Board is responsible for setting direction, defining policies and for ensuring strong
governance in accordance with best practices. It meets six times per year. Sub-Group5. formed in response to
service need. report into the Board. This year there have been four sub-groups in the areas of Finance &
Strategy, Fund-Raising and Events, Keeping Archway Safe (which include5 compliance with Health and Safety,
Data Protection, Cybersecurity and Safeguarding), Policy Review and Development. Currently the
Management Board has eleven members from a variety of professional backgrounds relevant to the work of
the charity and its governance responsibilities. The CEO attends all Board meetings, and thi5 year has
participated in all of the Sub-Groups.
Financial Year end 30.06.24.
The Archway Foundation
Page 12 of 23

ARCHWAY
FOUNDATION
QIIIKI 'G THOS,- hll?T B Y LPMELINFS5
Charity Reg.. 299533 1 Cornpany No.. 2262206
RISK MANAGEMENT
The Company/Cha rity has a risk assessment policy that it reviews periodically. It holds a strategic risk register
which is a tool that allows the Board and Executive to highlight and address significant risks facing the
organisation. The major risks identified over the course of the year were as follows..
Failure to support Archway activities with adequate funding, leading to a decline in financial
reserves.
Ineffective safeguarding of Friends (se￿ice users), volunteers and staff to always ensure their
wellbeing, health and safety.
Insufficient capacity of staff and volunteers to meet service and compliance needs.
Change of Chief Executive Officer leading to a loss of expertise and knowledge.
Mana
ement of these risks:
We have implemented a more sustainable fundraising approach by recruiting a fundraising
organisation. Chell Perkins, to undertake grants and foundation fundraising on our behalf. We
have also utilized a separate fundraiser to support us with fundraising activities into Oxford
University colleges.
Safeguarding policy and procedures are reviewed annually. Staff and volunteers are trained in
safeguarding and provided with regular supervision and sUPPOrt. Opportunities for Friends,
volunteers, and staff to give feedback, make complaints/whistleblow ensure that the
organisation is maximising its potential to reduce the identified risks. Safeguarding is addressed
at Trustee led quarterly"Keeping Archway Safe" meetings. Registers are kept of Safeguarding
incidents and are reviewed at these meetings to identify themes and actions. The process of
safeguarding governance is also reviewed and reported back to the Board.
To date we have been successful in attracting high-calibre candidates for advertised roles. We
are using a "matrix" approach to working with greater shared responsibility, transparency and
efficiency in task allocation and prioritisation. We have a dedicated Volunteer Manager who
ensures that recruitment and supervision of volunteers is robust.
iv)
There was a careful recruitment of a new CEO, involving Trustees, Friends, staff and volunteers.
The Trustees ensured that alignment with Archway values, robust knowledge of the sector and
significant experience were essential selection criteria. Although thi5 was a high risk to Archway,
we are delighted with the outcome and the way that the organisation, the previous CEO and the
new CEO have worked to make this a successful transition.
Monitoring of the risk5 during the year has enabled the Company/Charity to manage risks
effectively with good results.
Financial Year end 30.06.24.
The Archway Foundation
Page 13 of 23

ARCHWAY
FOUNDATION
SiRV11SU f7OS= P.lJP'I @Y Lol& l[l.Ibi-SS
Charity Reg.. 299533 1 Company No.. 2262206
FINANCIAL RESULTS AND INVESTMENT POLICY
The results for the year ended 30 June 2024 are set out in the financial statements on page 17. The Trustees
consider the financial position of the Company/Charity to be satisfactory, notwithstanding the increasing
challenges faced in providing essential services. They acknowledge with gratitude all those who have
supported the Charity's/Company's work.
Overall, income excluding the endowment decreased by £20,507 19%) from the previous financial year.
However, with the endowment, total income was up by £34.493 (15°kl. As usual, some grant monies received
during the year have in part been deferred to cover future expenditures. Overall expenditure increased by
£12,921160AI. These led to a deficit of £12,975 during the year compared with a surplus of £20,452 in 202213
when endowment income is excluded.
Reserves at year-end were £116,562 excluding the endowment, or £171,562 in all. The former figure
represents approximately 6 months of total operating costs. This provides a solid position for the Foundation
as we move to a new fundraising model.
Archway's investment policy is to maintain reserves in cash accounts with 95 days maximum notice of access.
Trustees are satisfied that the unrestricted reserves are sufficient to enable the Charity to continue in
operation for at least 12 months from date of signing this report.
SMALL COMPANY EXEMPTIONS
The financial statements have been prepared in accordance with the special provisions of Part 15 of the
Com panies Act 2006 relating to small entities and the Financial Reporting Standard applicable in the U K and
Republic of Ireland {FRS 1021.
Approved by the Board on 16th September 2024 and signed on its behalf by
Anne Tarassenko, Secretary
Financial Year end 30.06.24.
The Archway Foundation
Page 14 of 23

APCHWJ.Y
FOUNDATION
Cl• Reg". 299533 1 Company No.. 2262206
Independent Exarninerfs Report to the Trustees of The Archway Foundation for the year ended 30
June 2024
I report on the financial tstements of the company for the year ended 30th June 2024, which are set out on
pages 17 to 23.
This report is made solelyto the companvstrustees. asa body, in accordance with section 145 of the Charities
Act 2011 and regulations made under section 154 of that Act. My work has been undertaken so that I might
state to the companVs trustees those matters l am required to state to them in an Independent Examinerfs
Report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume
responsibility to anyone other than the company and the companys trustees as a body, for my work or for
this report.
Respective Responsibilities of Trustees and Examiner
The Trustees {who are the directors of the company forthe purposes of company law) are responsible for
the preparation of the accounts. They consider that the audit requirement of section 144 of the Charities Act
2011 (the Act) does not apply. and that an independent examination is needed.
Having satisfied myself that the charity is not subjettto audit under company law and is eligible for
independent examination. it is my responsibilityto:
examine the financial statements under Section 145 of the Act:
follow the procedures laid down in the General Directions given bythe Charty Commission under
Section 145{5)(b) of the Act. and
state whether particular matters have come to my attention.
Basis of Independent Examinerfs Report
My examination was carried out in accordance with the General Directions given by the Charity Commission.
An examination includes a review of the accounting records kept by the company and a comparison of the
financial statements presented with those records. It also includes consideration of any unusual items or
disclosures in the financial statements and seeking explanation from you as trustees concerning any such
matters. The procedures undertaken do not provide all the evidence that would be required in an audit and
consequently no opinion is given asto whetherthe financial statements present a 'true and fairvie￿ and
the report is limited to those matters set out in the statement on page 16.
Financial Year end 30.06.24.
The Archway Foundation
Page 15 of 23

ARCHWAY
FOUNDATION
Charity Re9". 299533 1 Company No". 2262206
Independent Examinerfs Report to the Trustees of The Archway Foundation for the year ended 30
June 20241continued}
Independent Examinerfs Statement
In connection with my examination. no matter has come to my attention:
which gives me reasonable cause to believe that in any material respect the requirements
to keep accounting records in accordan￿ with section 386 of the Companies Act 2006; and
to prepare financial ststements which accord with the accounting records. Accounting and Reporting
by Charities preparing theiraccounts in accordan￿ with the Financial Reporting Standard in the UK
and Republic of Ireland (FRS 102) and in other respects comply with the accounting requirements of
sectTon 396 of the Companies Act 2006 and with the methods and principles of the Statement of
Recommended Practice Accounting and Reporting by Charities have not been met;
or
(l) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the
accounts to be reached.
Signed:
Fefrfr J Slfufth O.
Peter J. Stevenson, FCA
Chartered Accountant
8 Harbord Road
Oxford OX2 8U
Date:
2024
Financial Year end 30.06.24.
The Archway Foundation
Page 16 of 23

RCHWAY
FOUNDATION
SL TrI'INI G T￿loSE HIJTrT RI LONELIN-, SS
Charity Reg.. 299533 1 Company No.. 2262206
STATEMENT OF FINANCIAL AcfiviTIES FOR THE PERIOD FROM I JULY 2023 TO 30 JUNE 2024
2023-2024
2022/2023
Total
Unrestrlcted
Restricted Endowment
Total
Income
Donations including Gift Aid
Grants
£40,741
£8,800
£1,017
£5,832
£4,203
£60,593
£0
£0
£40,741
£218,045
£1,017
£5,832
£4,203
£269,838
£66,621
£159,014
£268
£154,245
£0
£55,000
£0
User contributions
Fundraising events
Bank Interest
£0
£0
£6,660
£2, 782
£235,345
£0
£0
Total Income
£154,245
£55,000
Expenditure
Raising funds
Service delivery costs
Office costs
£13,821
£50,690
£6,040
£62
£4,471
£135,531
£15.066
£2,119
£13
£0
£18,292
£186,221
£21,106
£2,181
£13
£17,317
£175,452
£0
£0
£20,844
Volunteers, Expenses
Governance Costs
£0
£1.266
£13
£0
£0
Total Expenditure
Net Income/Expenditure
Transfers
£70,612
£157,201
£0
£227,814
£214,893
£20,452
-£10,019
-£2,956
£55,000
£42.025
Gross Transfers between funds - in
Gross Transfers between funds-
out
Other recognised gains I losses
Net movement in funds
-£10,019
-£2,956
£55,000
£42,025
£20,452
Reconciliation of fund5
Total funds brought forward
Total funds carried forward
£125,651
£115,632
£3,886
£930
£0
£129,537
£171,562
£109,085
£129,537
£55.000
N.B. There may be minor discrepancies in totals due to rounding errors
The comparable totals for the previous year12022/231 are as followslsee detail on page 221:
Unrestricted
Restricted
Financial Year 22123
Income
£82,581
£152,764
Expenditure
£65.732
£149,161
Financial Year end 30.06.24.
The Archway Foundation
Page 17 of 23

ARCHWAY
FOUNDATION
SERK'14NL TqOSk- ..UP'I LONILINISS
Chaiity Reg.. 299533 1 Company No.. 2262206
BALANCE SHEET AT 30 JUNE 2024
3010612024
30/06/2023
Current assets
Debtors
Cash at bank and in hand*
£4,113
£201,495
£4,581
£164,319
Total Current Assets
£205,608
£168,900
Liabilities
Creditors: Amount Falling due in one year
Deferred income
-£4,554
-£29,493
-£4,971
-£34,392
Total assets less current liabilities
£171,562
£129,537
Represented by
Unrestricted
General Fund
Restricted **
Edward Gostling Endowment Fund
Other
Total Restricted Funds
£115,632
£125,651
£55,000
£930
£3,886
£3.886
£55.930
Total Reserves
£171,562
£129,537
Reserves
Surplus forthe year
Starting balances
£42,025
£129,537
£20,452
£109,085
Total Reserves
£171,562
£129,537
IN.B. There may be minor discrepancies in totals due to rounding errors)
Cash is held a5 follows,.
CAF
CAF Gold
Cambridge & Counties
Redwood
Petty Cash
£11,582
£52,668
£55,000
£82.000
£245
£201,495
Restricted Fund movements are detailed in Appendix l on page 23.
Financial Year end 30.06.24.
The Archway Foundation
Page 18 of 23

ARCHWAY
FOUNDATION
S[￿vIlIc T ￿05F HLITrT 8Y LO￿ILLI￿lI$s
Charity Reg.. 299533 1 Company No.. 2262206
The Directors consider that:
th
For the year ended 30 June 2024 the Company was entitled to the exemption
conferred by subsection111 Section 477 of the Companies Act 2006.
b)
No member or members have deposited a notice requesting an audit for the current
financial year under Section 476lbl of the Companies Act 2006.
The Directors acknowledge their responsibilities for ensuring the Company keeps accounting
records which comply with applicable law and regulations and preparing accounts which give
a true and fair view of the state of affairs of the Company as at the end of the financial period
and of its profit or loss for the financial period in accordance with the requirements of the Act
relating to accounts, so far as applicable to the Company.
The financial statements have been prepared in accordance with the special provisions of Part
15 of the Companies Act 2006 relating to small entities and the Financial Reporting Standard
applicable in the UK and Republic of Ireland IFRS 102).
th
Approved and authorised for issue by the Management Board on 16 September 2024
And signed on its behalf by
Penel8pe J S '}
Secretary
Treasurer
Anne Tarassenko
Penelope Smith
Financial Year end 30.06.24.
The Archway Foundation
Page 19 of 23

ARCHWAY
FOUNDATION
.-QkllXi C T'_OS:- H5JR T B Y LONLI_IN=S5
Charity Reg.. 299533 1 Company No". 2262206
NOTES TO THE ACCOUNTS
For the year ended 30th June 2024
I. ACCOUNTING POLICIES
Basis of preparation
The financial statements have been prepared under the historical cost convention. The financial statements
have been prepared in accordance with the Charities Act 2011 and in accordance with the Statement of
Recommended Practice ISORP)". Accounting and Reporting by charities preparing their accounts in accordance
with the Financial Reporting Standard applicable in the UK and Republic of Ireland IFR51021 issued on 16 July
2014 as amended by Update Bulletin I published on 2 February 2016 reflecting amendments to FR5102.
FRS102 was applied forthe first time forthe year ended 30 June 2017.
The Charity constitutes a public benefit entity as defined by FRSIO2.
The Trustees consider that there are no material uncertainties about the charities, ability to continue as
going concern for at least 12 months from the date of signing this Report and Financial Statements, in spite of
the substantial deficit forecast for the year 2024-25. The trustees have taken advantage of the option, which
does not require charities not meeting the definition of 'larger to present a cash flow statement in
accordance with amendments to FRSIO2.
The following accounting policies have been adopted..
a) Accounting Convention
The financial statements are prepared under the historical cost convention.
b) Unrestricted Funds
Unrestricted funds represent donation5, revenue grants, interest receivable and other income, which is
expendable at the discretion of the Trustees in furtherance of the objects of the Foundation.
c) Restricted Funds
Restricted funds represent funding for specific charitable purposes. In cases where grants have been received
th
during the year which include pre-planned or agreed expenditure for periods that extend beyond 30 June
2024, an appropriate proportion of such grants has been treated a5 deferred income.
d) Pension
The pension contributions made by the company are paid directly into employee5, personal pension schemes.
2. STAFF
The staff team currently comprises 9 part-time individuals whose total hours represent 5.2 WTE. No employee
earned £60,000 or above. Individuals on a voluntary basis work a substantial number of hours. Without this
voluntary assistance, the Foundation would be unable to operate efficiently and effectively with the funds it has at
its disposal.
Financial Year end 30.06.24.
The Archway Foundation
Page 20 of 23

ARCHWAY
FOUNDATION
S￿RVIN￿ THOSE .4UQT 6V LONIEI INE£5
Charity Reg.. 299533 1 Company No.. 2262206
3. TRUSTEES
The Board of Trustees {Management Board) comprises eleven members. {Ten members 2022-231. The Trustees
received no remuneration during the year12022-23: nill. Expenses reimbursed to Trustees during the year
totaled £O12022-23.' £01.
DEBTORS
The following debtors have been recognised in the Balance Sheet:
Debtors
23124
Unres
23124
Res
22/23
Unres
22/23
Res
Off ice Costs
Gift Aid
TOTAL
158
4,113
4,113
4,423
4,423
5. CREDITORS
The following creditors have been recognised in the Balance Sheet:
Creditors
23124
Unres
23124
Res
22123
Unres
22/23
Re5
Deferred income
Independent Fundraiser
Other
29,493
34,392
2,268
1,903
4,171
880
383
29,876
2,061
2,941
2,030
36,422
TOTAL
6. PENSION COMMITMENTS
The total cost of employer and ernployee contributions, plus the pension cost charge amounted to £17,172
(£16,455: 2022/23). There is a contingent liability of £2,253 should the Foundation have no active members
in the scheme at a future date, requiring it to be closed.
Financial Year end 30.06.24.
The Archway Foundation
Page 21 of 23

ARCHWAY
FOUNDATION
SEPIIING TI405F HUTrT 8Y l OINEI.IN¢S5
Charity Reg.. 299533 1 Company No.. 2262206
STATEMENT OF FINANCIAL ACTIVITIES FOR
THE PERIOD FROM I JULY 2022 TO 30 JUNE 2023
2022-2023
Unrestricted Restricted
Total
Income
Donations including Gift Aid
Grants
£66,621
£0
£66,621
£152,764 £159,014
£268
£6,250
£268
User contributions
£0
Fundraising events
Bank Interest
£6,660
£2,782
£82,581
£0
£6,660
£2,782
£152,764 £235,345
£0
Total Income
Expenditure
Raising funds
Service delivery costs
Office costs
£9,531
£50,349
£7,786
£17,317
£125,103 £175,452
£15,019
£20,844
£1,239
£5,825
£27
Volunteers, Expenses
Governance Costs
£1,266
£0
£65,732
£16,849
£13
£149,161 £214,893
£3,604
£20,452
£13
Total Expenditure
Net Income/Expenditure
Transfers
Gross Transfer5 between funds- in
Gross Transfers between funds- out
Other recognised gains / losses
Net movement in funds
£16,849
£3,604
£20,452
Reconciliation of funds
Total funds brought forward
Total funds carried forward
£108,802
£125,651
£283 £109,085
£3,886 £129,537
Financial Year end 30.06.24.
The Archway Foundation
Page 22 of 23

ARCHWAY
FOUNDATION
SF.,?lJlING I 4UQT Al LofxlFLINiSS
Charity Reg.. 299533 1 Company No.. 2262206
Appendix (i) Restricted Fund Movements
Restricted Fund movements comprise:
Total
Res Income
received in
Res Income
recognlsed
in
Res Income
C/Fwd
to
FY 24125
Res
Expenditure
In
FY 23124
Funding Programme
Major Grants FR *
FY 23124
FY 23124
NL-BFBC
NL-BFBC - Cost of Living Topup
Garfield Weston Foundation
Mac Farlane Family Foundation
AFA Volunteer Development
Middle Way Trust
Christs Hospital
OCF - Pathways of support, awarded Jan 23
Childwick, awarded May 2023
E61,622
£29,000
£10,000
£15,000
£8,950
£10,000
£13,109
£6,591
£6,667
£56,831
£20,542
£10,000
£15,000
£7,458
£7,273
£7,001
£6,591
£6,667
E4, 791
£8,458
£60. 717
£20,542
£10,000
£15,000
£7,458
£7,273
£6,071
£6,591
£6,667
£1,492
£2,727
£6,108
Small Grants FR*
PYE, 2nd Grant awarded in Nov 22
Mccarthy & Stone, 2nd Grant awarded May 23
PF Charitable Trust
Shanly, awarded in Feb 23
Stanton Ballard
Helen Roll Grant/Rathbone Inv,
Charles Hayward, awarded June 23
£883
£883
£3,333
£1,250
£1,750
£1,000
£5,000
£3,667
£883
£3,333
£1,250
£1, 750
£1,000
£5,000
£3,667
£3,333
£3,000
£1, 750
£1,000
£9,167
£3,667
£1, 750
£4,167
Endowment Grant
Edward Gostling Endowment Fund
£55, 000
£238,738
£55.000
£209,245
£29,493
£157,201
•The restricted grant income is equally apportioned across the period for which the grant has been awarded.
Financial Year end 30.06.24.
The Archway Foundation
Page 23 of 23