UK COMMUNITY FOUNDATIONS

Charity Number: 1004630
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

UK Community Foundations promotes local charitable giving through the quality accredited community foundations covering the UK. Community foundations work to connect donors and local groups to enrich lives for the better and build stronger communities.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£12,961,000

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Donations and legacies £11.85m
Charitable activities £923.00k
Other trading activities £0
Investments £190.00k
Other £0

Total expenditure:
£13,089,000

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Raising funds £136.00k
Charitable activities £12.95m
Other £0

£552,000 investments gains (losses)

Total income includes £10,242,000 from 2 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £136.00k
Charitable expenditure £12.95m

People

16 Employee(s)

12 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 2
£70k to £80k 1
£100k to £110k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • Education/training
  • Economic/community Development/employment
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 27 July 1989: Standard registration
  • 17 August 2021: Removed (Amalgamated)
  • 17 August 2021: Funds transferred to
Organisation type:
Charitable company
Other names:
  • COMMUNITY FOUNDATION NETWORK (Previous name)
Company number:
02651777 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Lt Col Andrew Simon Tuggey CBE Chair 24 June 2020
THE ROYAL MONMOUTHSHIRE ROYAL ENGINEERS (MILITIA) CHARITABLE TRUST
Received: On time
OLD REDINGENSIANS ASSOCIATION LIMITED
Received: On time
THE COMMUNITY FOUNDATION IN WALES
Received: On time
Deborah Appleby Trustee 14 November 2024
DORSET COMMUNITY FOUNDATION
Received: On time
Steve Adams Trustee 14 November 2024
None on record
Leslie Rance Trustee 22 March 2024
None on record
Hannah Wickes Trustee 31 January 2024
None on record
NEIL MACDONALD Trustee 16 June 2023
None on record
Kayathiri Supramaniam Trustee 04 November 2021
None on record
Gill Rosemary Bull Trustee 04 November 2021
None on record
Dr Emma-Jane Watchorn Trustee 04 November 2021
None on record
MICHELLE COOPER Trustee 22 October 2020
None on record
THOMAS RICHARD VAN OSS Trustee 22 October 2020
CORNWALL COMMUNITY FOUNDATION
Received: On time
John Gerard Gordon Trustee 28 July 2020
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £12.04m £83.32m £6.40m £8.20m £12.96m
Total expenditure £16.53m £83.03m £8.00m £8.95m £13.09m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £5.10m £21.95m £4.95m £3.87m £10.24m
Income - Donations and legacies £806.00k £552.00k £396.00k £182.00k £11.85m
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £11.44m £83.13m £6.23m £7.91m £923.00k
Income - Endowments £296.00k £457.00k £311.00k £47.00k £24.00k
Income - Investment £97.00k £99.00k £88.00k £99.00k £190.00k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £16.45m £82.95m £7.91m £8.85m £12.95m
Expenditure - Raising funds £82.00k £77.00k £86.00k £103.00k £136.00k
Expenditure - Governance £24.00k £29.00k £47.00k £22.00k £34.00k
Expenditure - Grants institution £15.11m £81.69m £6.37m £6.96m £11.05m
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £0 £0 £0 £0 £0
Long-term investments £3.82m £5.05m £5.81m £5.61m £6.17m
Other assets £3.70m £3.84m £1.77m £1.02m £2.13m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £862.00k £708.00k £247.00k £338.00k £1.59m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 15 January 2025 On Time
Accounts and TAR 31 March 2024 15 January 2025 On Time Download Open in new window
Annual return 31 March 2023 25 January 2024 On Time
Accounts and TAR 31 March 2023 25 January 2024 On Time Download Open in new window
Annual return 31 March 2022 25 January 2023 On Time
Accounts and TAR 31 March 2022 25 January 2023 On Time Download Open in new window
Annual return 31 March 2021 23 November 2021 On Time
Accounts and TAR 31 March 2021 23 November 2021 On Time Download Open in new window
Annual return 31 March 2020 15 December 2020 On Time
Accounts and TAR 31 March 2020 15 December 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 07/10/1991 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 02/12/1993 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 17/07/1996 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 21/10/1998 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 19/01/2000 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 27/04/2001 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 23/04/2003 AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 11/07/2012 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 01 MAR 2017 as amended on 10 Dec 2020

Charitable objects

(A) TO PROMOTE AND IMPROVE THE EFFICIENCY AND EFFECTIVENESS OF COMMUNITY FOUNDATIONS IN DIRECT PURSUIT OF THEIR OBJECTS IN SUCH MANNER AS MAY BE THOUGHT FIT AND IN PARTICULAR BY RAISING AND DISTRIBUTING FUNDS FOR APPLICATION FOR THE GENERAL PURPOSES OF SUCH FOUNDATIONS (B) TO ADVANCE EDUCATION OF THE PUBLIC IN THE WORK OF SUCH FOUNDATIONS (C) TO PROMOTE OTHER EXCLUSIVELY CHARITABLE PURPOSES OF BENEFIT TO THE COMMUNITY.

Area of benefit

The area the charity can operate in, as set out in its governing document.

UNITED KINGDOM

Linked charities

Linked charities
Linked charity 1004630-2 AID FOR THE AGED IN DISTRESS
Governing document
DEED OF DECLARATION OF TRUSTS DATED 20TH APRIL 1988 AND DEEDS OF VARIATION DATED 13TH JUNE 1989, AND 27TH JULY 1992
Charitable objects
1. THE RELIEF OF ELDERLY PEOPLE IN NEED IN ANY MANNER WHICH IS NOW OR HEREAFTER DEEMED BY LAW TO BE CHARITABLE. 2. THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC IN THE PROBLEMS AND NEEDS ASSOCIATED WITH OLD AGE AND SOLUTIONS TO SUCH PROBLEMS.
Area of benefit
NOT DEFINED
Registration history
  • 27 July 1989 : Standard registration
  • 17 August 2021 : Removed
  • 17 August 2021 : Asset transfer out

Contact information

Address:
NORTHGATE BUSINESS CENTRE LTD
NORTHGATE BUSINESS CENTRE
38 NORTH GATE
NEWARK
NG24 1EZ
Phone:
02077139326
Email:
financeadmin@ukcommunityfoundations.org
Website:

www.ukcommunityfoundations.org Open in new window