Finance Score: -1

Governance Score: 9

Support Score: 3

Volatile income
spending growth: -1

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 11

COMMUNITY FOUNDATION FOR SURREY

This is a grant making charity, you can view its grants here

The Community Foundation for Surrey is an independent charitable trust dedicated to inspiring local giving, providing philanthropy advice and building permanent community funds to improve the lives of people in Surrey. The Foundation awards grants throughout Surrey to support local community and voluntary groups who make a real difference to the quality of life in their communities.

Analysis by Giving is Great

Positives:

The charity has received backing from a grant maker
This charity has an endowment fund which generates most of its income
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

Income has been volatile recently but spending has been maintained

Established: 19 years

www.cfsurrey.org.uk

info@cfsurrey.org.uk

01483478092

Charity Commission for England and Wales

Tweets

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£2,368	£2,867	£-499	£130	£17,716	£250	1	9	141
31/03/22		£3,295	£3,074	£221	£87	£16,121	£222	0.9	9	154
31/03/21		£4,409	£4,846	£-437	£92	£15,042	£285	0.7	9	154
31/03/20		£2,857	£2,326	£531	£98	£13,093	£233	1.2	9	142
31/03/19		£1,762	£1,770	£-7	£71	£13,379	£186	1.3	7	122
31/03/18		£1,496	£1,549	£-54	£87	£12,475	£192	1.5	7	0
31/03/17		£1,450	£1,483	£-33	£73	£12,016	£205	1.7	7	0
31/03/16		£1,451	£1,373	£78	£88	£10,097	£212	1.9	6	0
31/03/15		£975	£1,079	£-104	£88	£10,202	£222	2.5	6	0
31/03/14		£1,116	£1,054	£62	£92	£8,199	£184	2.1	6	0
31/03/13		£836	£847	£-10	£76	£6,909	£149	2.1	6	0
31/03/12		£840	£858	£-18	£67	£5,404	£181	2.5	5	0
31/03/11	*	£1,773	£945	£829	£73	£4,542	£187	2.4	5	0
31/03/10		£2,096	£841	£1,254	£64	£3,594	£146	2.1	5	0
31/03/09		£1,426	£798	£629	£62	£1,997	£101	1.5	4	0
31/03/08		£1,580	£288	£1,292	£51	£1,551	£87	3.6	3	0
31/03/07		£288	£173	£115	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 1%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 1%
Reserves/Spending: 1 months
Net Current Assets/Spending: 5 months
Quick Ratio: 25

Asset Split ?

Listed activities

Accommodation/Housing
Amateur Sport
Animals
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
Recreation
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides other finance

Where it operates

Surrey,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who works here?

9 employees
141 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Community Foundation for Surrey - Phase 2 Response Fund
£250,000	08/07/2020 6	The funding will go towards the creation of an aligned Local Grants Programme focussing on supporting essential running costs to enable organisations to continue to deliver vital services including ....more The funding will go towards the creation of an aligned Local Grants Programme focussing on supporting essential running costs to enable organisations to continue to deliver vital services including those organisations currently supporting priority beneficiaries.
Wates Family Enterprise Trust - Community Foundation for Surrey
£20,000	26/06/2018	Funding towards the Community Foundation for Surrey’s support costs in 2018/19 and 2019/20.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 39-72

CAROLYN RICH Appointed: 2021, Occupation: Head Of Brand Marketing And Social Responsibility

CHRISTINA DIANA BRIDGET WHITTINGTON Appointed: 2023, Occupation: Consultant

ELAINE ANNE TISDALL OBE Appointed: 2020, Occupation: Retired, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF KNAPHILL WITH BROOKWOOD,

HOLLY NICOLA MURNIEKS Appointed: 2019, Occupation: Executive Director

NEELAM DEVESHER DL Appointed: 2022, Other trusteeship: SURREY MINORITY ETHNIC FORUM LTD,

NICHOLAS MARTIN BROOKS Appointed: 2023, Occupation: Retired

PAUL WILLIAM EDWIN DOWNES Appointed: 2019, Occupation: Chartered Accountant

PETER CLUFF Appointed: 2016, Occupation: Retired

SIR DENIS FRANCIS O'CONNOR CBE (Chair) Appointed: 2021

Legal constitution

Charitable company registered in England & Wales on 07/10/2005, number: 1111600
Registered at Companies House on 04/05/2005, number: 05442921

Gift Aid

Registered with HMRC for Gift Aid

Event History

17/10/2014 - Asset transfer in from THE THOMAS TRUST
21/08/2015 - Asset transfer in from LADY NOEL BYRON'S NURSING CHARITY (EAST AND WEST HORSLEY BRANCH)
27/10/2015 - Asset transfer in from THE BETTY PARR WHITBREAD MUSIC TRUST
23/03/2017 - Asset transfer in from THE FOLEY CHARITY
11/05/2017 - Asset transfer in from THE UNWIN AWARD (L C W WOKING HIGHLANDS COUNTY SECONDARY SCHOOL)
11/05/2017 - Asset transfer in from ALFRED AND BEATRICE LANE FUND ICW HIGHLANDS SEC SCH
15/05/2017 - Asset transfer in from JEAN WHITING PRIZE FUND ICW DORKING COUNTY SCHOOL
15/05/2017 - Asset transfer in from THE DYSON MEMORIAL PRIZE FOR MUSICIANSHIP ICW DORKING COUNTY SCHOOL
15/05/2017 - Asset transfer in from THE CHARLES GOFFIN MEMORIAL FUND ICW DORKING COUNTY SCHOOL
26/11/2018 - Asset transfer in from CHARITIES ADMINISTERED IN CONNECTION WITH THE SURBITON COUNTY SCHOOL FOR BOYS
26/11/2018 - Asset transfer in from CHARITIES ADMINISTERED ICW DORKING COUNTY SCHOOL

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

17 returns made; AR11: 1 days late,

Main office

Suite 3
First Floor
Cleary Court
169 Church Street East
WOKING
Surrey

Objectives

4. The Charity’s objects (‘Objects’) are specifically restricted to the following:(1) the promotion of any charitable purposes for the benefit of the community in the County of Surrey and in particular the advancement of education, the protection of good health both mental and physical and the relief of poverty and sickness;(2) other exclusively charitable purposes in the United Kingdom and elsewhere which are in the opinion of the Trustees beneficial to the community including those in the area of benefit.

Defined Area of Benefit:

SURREY, THE UNITED KINGDOM AND ELSEWHERE.

Data Sources