BritDB

CCEW Charity Commission profile

COMMUNITY FOUNDATION FOR SURREY

Registered charity 1111600 · organisation 4018698

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
7 October 2005
Removed
Not supplied
Company number supplied
05442921
Financial period
1 April 2024 – 31 March 2025
Latest income
£3,959,000
Latest expenditure
£2,544,000
Gift Aid
Yes
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: 4th Floor Export House, 5 Henry Plaza, Victoria Way, Woking, GU21 6QX

Website recorded by the regulator: www.cfsurrey.org.uk (displayed as text)

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
18 December 2025
Date Accounts Received
18 December 2025
Total Gross Income
£3,959,000
Total Gross Expenditure
£2,544,000
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
24 October 2024
Date Accounts Received
24 October 2024
Total Gross Income
£2,273,000
Total Gross Expenditure
£2,553,000
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
18 December 2023
Date Accounts Received
18 December 2023
Total Gross Income
£2,368,000
Total Gross Expenditure
£2,867,000
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
14 November 2022
Date Accounts Received
14 November 2022
Total Gross Income
£3,294,997
Total Gross Expenditure
£3,074,065
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
16 November 2021
Date Accounts Received
16 November 2021
Total Gross Income
£4,408,969
Total Gross Expenditure
£4,846,351

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
18 December 2025
Total Gross Income
£3,959,000
Total Gross Expenditure
£2,544,000
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 80001 90000
1
Count Volunteers
120
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
24 October 2024
Total Gross Income
£2,273,000
Total Gross Expenditure
£2,553,000
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
1
Count Volunteers
216
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
18 December 2023
Total Gross Income
£2,368,000
Total Gross Expenditure
£2,867,000
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
1
Count Volunteers
141
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
14 November 2022
Total Gross Income
£3,294,997
Total Gross Expenditure
£3,074,065
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
1
Count Volunteers
154
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
16 November 2021
Total Gross Income
£4,408,969
Total Gross Expenditure
£4,846,351
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Volunteers
154

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
18 December 2025
Income Donations And Legacies
4042000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
600000
Income Other
0
Income Total Income And Endowments
4642000
Income Legacies
100000
Income Endowments
683000
Expenditure Raising Funds
£150,000
Expenditure Charitable Expenditure
£2,394,000
Expenditure Other
0
Expenditure Total
2544000
Expenditure Investment Management
0
Expenditure Grants Institution
1833000
Expenditure Governance
31000
Expenditure Support Costs
83000
Expenditure Depreciation
4000
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£474,000
Assets Total Fixed
15877000
Assets Own Use
39000
Assets Long Term Investment
15838000
Defined Benefit Pension Scheme
0
Assets Other Assets
£4,700,000
Assets Total Liabilities
£276,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£20,301,000
Creditors One Year Total Current
191000
Creditors Falling Due After One Year
85000
Assets Cash
£4,519,000
Funds Endowment
15806000
Funds Unrestricted
474000
Funds Restricted
4021000
Funds Total
20301000
Count Employees
10
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
24 October 2024
Income Donations And Legacies
1819000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
602000
Income Other
0
Income Total Income And Endowments
2421000
Income Legacies
0
Income Endowments
148000
Expenditure Raising Funds
£132,000
Expenditure Charitable Expenditure
£2,421,000
Expenditure Other
0
Expenditure Total
2553000
Expenditure Investment Management
0
Expenditure Grants Institution
2025000
Expenditure Governance
35000
Expenditure Support Costs
167000
Expenditure Depreciation
3000
Gain Loss Investment
1318000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£298,000
Assets Total Fixed
17627000
Assets Own Use
19000
Assets Long Term Investment
17608000
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,381,000
Assets Total Liabilities
£107,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£18,901,000
Creditors One Year Total Current
22000
Creditors Falling Due After One Year
85000
Assets Cash
£1,198,000
Funds Endowment
17458000
Funds Unrestricted
298000
Funds Restricted
1145000
Funds Total
18901000
Count Employees
11
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
18 December 2023
Income Donations And Legacies
5298000
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
528000
Income Other
0
Income Total Income And Endowments
5826000
Income Legacies
5000
Income Endowments
2930000
Expenditure Raising Funds
£172,000
Expenditure Charitable Expenditure
£2,695,000
Expenditure Other
0
Expenditure Total
2867000
Expenditure Investment Management
42000
Expenditure Grants Institution
2276000
Expenditure Governance
33000
Expenditure Support Costs
496000
Expenditure Depreciation
12000
Gain Loss Investment
-837000
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£250,000
Assets Total Fixed
16700000
Assets Own Use
9000
Assets Long Term Investment
16691000
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,142,000
Assets Total Liabilities
£126,000
Assets Current Investment
0
Assets Total Assets And Liabilities
£17,716,000
Creditors One Year Total Current
41000
Creditors Falling Due After One Year
85000
Assets Cash
£1,025,000
Funds Endowment
16588000
Funds Unrestricted
250000
Funds Restricted
878000
Funds Total
17716000
Count Employees
9
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
14 November 2022
Income Donations And Legacies
2870179
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
424818
Income Other
0
Income Total Income And Endowments
3294997
Income Legacies
0
Income Endowments
624859
Expenditure Raising Funds
£125,595
Expenditure Charitable Expenditure
£2,948,470
Expenditure Other
0
Expenditure Total
3074065
Expenditure Investment Management
38306
Expenditure Grants Institution
2548271
Expenditure Governance
23356
Expenditure Support Costs
488126
Expenditure Depreciation
3325
Gain Loss Investment
858830
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£217,847
Assets Total Fixed
14868936
Assets Own Use
4744
Assets Long Term Investment
14864192
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,385,413
Assets Total Liabilities
£132,852
Assets Current Investment
0
Assets Total Assets And Liabilities
£16,121,497
Creditors One Year Total Current
47452
Creditors Falling Due After One Year
85400
Assets Cash
£1,269,503
Funds Endowment
14784008
Funds Unrestricted
222342
Funds Restricted
1115147
Funds Total
16121497
Count Employees
9
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
16 November 2021
Income Donations And Legacies
3887992
Income Other Trading Activities
0
Income Charitable Activities
0
Income Investments
371442
Income Other
342762
Income Total Income And Endowments
4602196
Income Legacies
0
Income Endowments
193227
Expenditure Raising Funds
£126,327
Expenditure Charitable Expenditure
£4,720,024
Expenditure Other
0
Expenditure Total
4846351
Expenditure Investment Management
34821
Expenditure Grants Institution
4249479
Expenditure Governance
12660
Expenditure Support Costs
491378
Expenditure Depreciation
2761
Gain Loss Investment
2535484
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£280,233
Assets Total Fixed
13818155
Assets Own Use
4380
Assets Long Term Investment
13813775
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,301,256
Assets Total Liabilities
£77,677
Assets Current Investment
0
Assets Total Assets And Liabilities
£15,041,734
Creditors One Year Total Current
76577
Creditors Falling Due After One Year
1100
Assets Cash
£1,224,476
Funds Endowment
13765659
Funds Unrestricted
284614
Funds Restricted
991461
Funds Total
15041734
Count Employees
9
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Surrey
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
204
Classification Type
Who
Classification Description
People Of A Particular Ethnic Or Racial Origin
Classification Code
205
Classification Type
Who
Classification Description
Other Charities Or Voluntary Bodies
Classification Code
115
Classification Type
What
Classification Description
Human Rights/religious Or Racial Harmony/equality Or Diversity
Classification Code
116
Classification Type
What
Classification Description
Recreation
Classification Code
109
Classification Type
What
Classification Description
Arts/culture/heritage/science
Classification Code
301
Classification Type
How
Classification Description
Makes Grants To Individuals
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
202
Classification Type
Who
Classification Description
Elderly/old People
Classification Code
105
Classification Type
What
Classification Description
The Prevention Or Relief Of Poverty
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
113
Classification Type
What
Classification Description
Economic/community Development/employment
Classification Code
112
Classification Type
What
Classification Description
Environment/conservation/heritage
Classification Code
101
Classification Type
What
Classification Description
General Charitable Purposes
Classification Code
111
Classification Type
What
Classification Description
Animals
Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups
Classification Code
110
Classification Type
What
Classification Description
Amateur Sport
Classification Code
207
Classification Type
Who
Classification Description
The General Public/mankind
Classification Code
107
Classification Type
What
Classification Description
Accommodation/housing
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities

Showing 20 of 23 supplied records in this dataset.

08 Official extract

Charity Event History

Charity Name
COMMUNITY FOUNDATION FOR SURREY
Charity Event Order
12
Event Type
Asset transfer in
Date Of Event
2018-11-26T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
312111
Assoc Registered Charity Number
312111
Assoc Charity Name
CHARITIES ADMINISTERED ICW DORKING COUNTY SCHOOL
Charity Name
COMMUNITY FOUNDATION FOR SURREY
Charity Event Order
14
Event Type
Asset transfer in
Date Of Event
2026-02-16T00:00:00
Reason
Removed by application
Assoc Organisation Number
5110543
Assoc Registered Charity Number
1176821
Assoc Charity Name
SOUTH-WEST SURREY MOBILE PHYSIOTHERAPY SERVICE
Charity Name
COMMUNITY FOUNDATION FOR SURREY
Charity Event Order
3
Event Type
Asset transfer in
Date Of Event
2015-08-21T00:00:00
Reason
Funds transferred (s.74)
Assoc Organisation Number
237970
Assoc Registered Charity Number
237970
Assoc Charity Name
LADY NOEL BYRON'S NURSING CHARITY (EAST AND WEST HORSLEY BRANCH)
Charity Name
COMMUNITY FOUNDATION FOR SURREY
Charity Event Order
13
Event Type
Asset transfer in
Date Of Event
2025-10-28T00:00:00
Reason
Removed by application
Assoc Organisation Number
5149129
Assoc Registered Charity Number
1186678
Assoc Charity Name
ELMBRIDGE RUNNYMEDE AND SPELTHORNE TALKING NEWSPAPER
Charity Name
COMMUNITY FOUNDATION FOR SURREY
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2005-10-07T00:00:00
Charity Name
COMMUNITY FOUNDATION FOR SURREY
Charity Event Order
8
Event Type
Asset transfer in
Date Of Event
2017-05-15T00:00:00
Reason
Funds spent up (s.75)
Assoc Organisation Number
26798
Assoc Registered Charity Number
312111
Assoc Charity Name
JEAN WHITING PRIZE FUND ICW DORKING COUNTY SCHOOL
Charity Name
COMMUNITY FOUNDATION FOR SURREY
Charity Event Order
9
Event Type
Asset transfer in
Date Of Event
2017-05-15T00:00:00
Reason
Funds spent up (s.75)
Assoc Organisation Number
26800
Assoc Registered Charity Number
312111
Assoc Charity Name
THE DYSON MEMORIAL PRIZE FOR MUSICIANSHIP ICW DORKING COUNTY SCHOOL
Charity Name
COMMUNITY FOUNDATION FOR SURREY
Charity Event Order
11
Event Type
Asset transfer in
Date Of Event
2018-11-26T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
312118
Assoc Registered Charity Number
312118
Assoc Charity Name
CHARITIES ADMINISTERED IN CONNECTION WITH THE SURBITON COUNTY SCHOOL FOR BOYS
Charity Name
COMMUNITY FOUNDATION FOR SURREY
Charity Event Order
10
Event Type
Asset transfer in
Date Of Event
2017-05-15T00:00:00
Reason
Funds spent up (s.75)
Assoc Organisation Number
26799
Assoc Registered Charity Number
312111
Assoc Charity Name
THE CHARLES GOFFIN MEMORIAL FUND ICW DORKING COUNTY SCHOOL
Charity Name
COMMUNITY FOUNDATION FOR SURREY
Charity Event Order
4
Event Type
Asset transfer in
Date Of Event
2015-10-27T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
3964708
Assoc Registered Charity Number
1078266
Assoc Charity Name
THE BETTY PARR WHITBREAD MUSIC TRUST
Charity Name
COMMUNITY FOUNDATION FOR SURREY
Charity Event Order
6
Event Type
Asset transfer in
Date Of Event
2017-05-11T00:00:00
Reason
Funds transferred (s.74)
Assoc Organisation Number
312023
Assoc Registered Charity Number
312023
Assoc Charity Name
THE UNWIN AWARD (L C W WOKING HIGHLANDS COUNTY SECONDARY SCHOOL)
Charity Name
COMMUNITY FOUNDATION FOR SURREY
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2014-10-17T00:00:00
Reason
Transfer of funds
Assoc Organisation Number
1001829
Assoc Registered Charity Number
1001829
Assoc Charity Name
THE THOMAS TRUST
Charity Name
COMMUNITY FOUNDATION FOR SURREY
Charity Event Order
7
Event Type
Asset transfer in
Date Of Event
2017-05-11T00:00:00
Reason
Funds transferred (s.74)
Assoc Organisation Number
312020
Assoc Registered Charity Number
312020
Assoc Charity Name
ALFRED AND BEATRICE LANE FUND ICW HIGHLANDS SEC SCH
Charity Name
COMMUNITY FOUNDATION FOR SURREY
Charity Event Order
5
Event Type
Asset transfer in
Date Of Event
2017-03-23T00:00:00
Reason
Funds transferred (s.74)
Assoc Organisation Number
240939
Assoc Registered Charity Number
240939
Assoc Charity Name
THE FOLEY CHARITY

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES INCORPORATED 04/05/2005AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 06/12/2011 as amended on 10 Feb 2021 as amended on 02 Mar 2021
Charitable 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.
Area Of Benefit
SURREY, THE UNITED KINGDOM AND ELSEWHERE.

10 Official extract

Charity Other Names

Charity Name Id
328584
Charity Name Type
Previous name
Charity Name
SURREY COMMUNITY FOUNDATION
Charity Name Id
328570
Charity Name Type
Previous name
Charity Name
SCF

11 Official extract

Charity Policy

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