COMMUNITY FOUNDATION FOR SURREY
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.
Objects
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.
- LAWTHER FOUNDATION (charity 1046253) — merger registered 29/03/2010
- THE CHALLICE TRUST (charity 222360) — merger registered 28/04/2008
Financial health, per its FY2025 accounts
The accounts state that total income for the year ended 31 March 2025 was £4,642,000, with unrestricted reserves held at £474,000. This reserve level is above the charity's stated policy target of £175,000, which is defined as four months of the subsequent year's budgeted operating expenditure. The Trustees confirmed that there are no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
“There was one employee whose emoluments (as defined for taxation purposes) amounted to between £80k-£90k in the year” — page 28
“It is the Reserves Policy of the Foundation that unrestricted funds, which have not been designated for a specific use should be maintained at a level of at least four months of the subsequent year's budgeted operating expenditure.” — page 12
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Engaging external speakers at charity events policy and procedures
- 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
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 120
- Employees paid over £60,000: 1 (£80,001–£90,000: 1)
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 216
- Employees paid over £60,000: 1 (£70,001–£80,000: 1)
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 141
- Employees paid over £60,000: 1 (£70,001–£80,000: 1)
- Grant-making is its main activity
Corporate structure
- Registered company of the charity Companies House 05442921
Leadership, per the charity’s website
- Dr. Beccy Bowden — Chief Executive
- Neelam Devesher MBE DL — Chair
Company officers (Companies House)
- BURKE, Judith Florence not on trustee list
- DAWES, Nicola Ann not on trustee list
- JESPERSEN, Erik Johan on trustee list
- STEAD, David Charles on trustee list
- BAILEY, Roshan on trustee list
- NEWBERY, Tamalie Jane on trustee list
- SANDERSON, Susan Elizabeth on trustee list
- BROOKS, Nicholas Martin on trustee list
- WHITTINGTON, Christina Diana Bridget on trustee list
- DEVESHER, Neelam not on trustee list
- DOWNES, Paul William Edwin on trustee list
- BOWDEN, Rebecca Stanton Wain, Dr
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (16/02/2026)
- Received assets from another charity (28/10/2025)
- Received assets from another charity (26/11/2018)
- Received assets from another charity (26/11/2018)
- Received assets from another charity (15/05/2017)
- Received assets from another charity (15/05/2017)
Trustees
- Neelam Devesher MBE DLchair
- Christina Diana Bridget Whittington
- David Stead
- ERIK JOHAN JESPERSEN
- Judy Llewellyn-Burke
- Nicholas Martin Brooks
- Nicola Ann Dawes DL
- Paul William Edwin Downes
- Roshan Bailey
- Susan Elizabeth Sanderson
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £4.0m | £2.5m |
| 31/03/2024 | £2.3m | £2.6m |
| 31/03/2023 | £2.4m | £2.9m |
| 31/03/2022 | £3.3m | £3.1m |
| 31/03/2021 | £4.4m | £4.8m |
Common questions
Is COMMUNITY FOUNDATION FOR SURREY financially healthy?
Per its FY2025 accounts: The accounts state that total income for the year ended 31 March 2025 was £4,642,000, with unrestricted reserves held at £474,000. This reserve level is above the charity's stated policy target of £175,000, which is defined as four months of the subsequent year's budgeted operating expenditure. The Trustees confirmed that there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were audited by Alliotts LLP.
Who funds COMMUNITY FOUNDATION FOR SURREY?
Funders whose own accounts filings name COMMUNITY FOUNDATION FOR SURREY as a grant recipient include SEDEL - COLLINGS FOUNDATION, THE MOHN WESTLAKE FOUNDATION, THE FIDELITY UK FOUNDATION, PETER HARRISON FOUNDATION, THE BUFFINI CHAO FOUNDATION.
Known funders
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 02/09/2026 | £250k | "Hertiage for All Phase 2" |
| The National Lottery Heritage Fund | 06/11/2024 | £250k | "Surrey’s “Heritage for All” Grants Programme" |
| UK government | 22/11/2023 | £15k | Investment funds |
| The National Lottery Community Fund | 08/07/2020 | £250k | Community Foundation for Surrey - Phase 2 Response Fund |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| CHAPMAN CHARITABLE TRUST | 3 | £6k |
| THE MASTER CHARITABLE TRUST | 1 | £505k |
| GUY'S AND ST THOMAS' FOUNDATION | 1 | £254k |
| UNITED ST SAVIOUR'S CHARITY | 1 | £187k |
| CLARK FOUNDATION | 1 | £127k |
| THE LIZ AND TERRY BRAMALL FOUNDATION | 1 | £107k |
| ROYAL SOCIETY OF WILDLIFE TRUSTS | 1 | £93k |
| WAKEFIELD AND TETLEY TRUST | 1 | £75k |
Charities like this
- THE SURREY CARE TRUST
- SOUTH YORKSHIRE COMMUNITY FOUNDATION LIMITED
- SOMERSET COMMUNITY FOUNDATION
- Community Foundation for Staffordshire and Shropshire
- SURREY COMMUNITY ACTION
- THE SURREY WILDLIFE TRUST LIMITED
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION FOR SURREY | £4.0m | — | 1 | above | — | no doubt |
| THE SURREY CARE TRUST | £2.2m | — | — | unclear | — | no doubt |
| SOUTH YORKSHIRE COMMUNITY FOUNDATION LIMITED | £2.4m | — | 0 | above | — | no doubt |
| SOMERSET COMMUNITY FOUNDATION | £5.6m | — | — | above | — | no doubt |
| Community Foundation for Staffordshire and Shropshire | £4.6m | — | — | unclear | — | no doubt |
| SURREY COMMUNITY ACTION | £695k | more than £60,000 | 1 | above | — | no doubt |