BUCKINGHAMSHIRE COMMUNITY FOUNDATION

Charity number: 1073861
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Buckinghamshire Community Foundation acts as a conduit, connecting the charitable donations of private, business, trust and public sector donors with not for profit community groups and individuals in crisis. We do this through a wide ranging programme of grant making, principally in Buckinghamshire, but with some broader programmes.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£3,817,083

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Donations and legacies £3.19m
Charitable activities £0
Other trading activities £234.65k
Investments £387.82k
Other £4.54k

Total expenditure:
£2,771,500

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Raising funds £141.48k
Charitable activities £2.63m
Other £0

£740,451 investments gains (losses)

Total income includes £957,769 from 10 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 £141.48k
Charitable expenditure £2.63m
Retained for future use £1.05m

People

15 Employee(s)

11 Trustee(s)

50 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£80k to £90k 1

Fundraising

No information available

Trading

This charity has one or more trading subsidiaries.

Trustee payments

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

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Arts/culture/heritage/science
  • Amateur Sport
  • Environment/conservation/heritage
  • Economic/community Development/employment
  • Armed Forces/emergency Service Efficiency
  • Human Rights/religious Or Racial Harmony/equality Or Diversity
  • Recreation
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • People Of A Particular Ethnic Or Racial Origin
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Other Finance
  • Sponsors Or Undertakes Research
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 05 February 1999: Standard registration
  • 09 September 2014: Funds received from 259570 THE BUCKINGHAMSHIRE TERRITORIAL GENERAL PURPOSES F...
  • 07 May 2019: Funds received from 1141615 JULIAN BUDD KIDS IN SPORT TRUST LIMITED
  • 29 December 2020: Funds received from 1073392 THE RAYNERS SPECIAL EDUCATIONAL TRUST
  • 18 February 2021: Funds received from 1059707 THE WALTER HAZELL CHARITABLE AND EDUCATIONAL TRUST...
  • 18 May 2023: Funds received from 300356 BUCKINGHAMSHIRE PLAYING FIELDS ASSOCIATION
  • 15 March 2024: Funds received from 1197464 HEALTHY LIVING CENTRE BUCKS
  • 15 April 2024: Funds received from 202972 JOHN BEDFORD'S CHARITY
  • 15 April 2024: Funds received from 202972 JOHN BEDFORD'S CHARITY
  • 18 July 2024: Funds received from 286473 SOUTH BUCKS ASSOCIATION FOR THE DISABLED
  • 02 August 2024: Funds received from 298663 THE FRIENDS OF SEELEYS HOUSE
  • 25 November 2024: Funds received from 259921 THE WYKE (GERRARDS CROSS) LIMITED
  • 17 February 2025: Funds received from 1198075 BUCKS BAME NETWORK
Organisation type:
Charitable company
Other names:
  • HEART OF BUCKS (Working name)
  • THE BUCKINGHAMSHIRE FOUNDATION (Previous name)
Company number:
03662246 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
  • Volunteer management
Land and property:
This charity owns and/or leases 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

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Moir Stewart Chair 14 March 2019
None on record
Kathryn Jane Hobbs Trustee 15 August 2024
None on record
Philippa Vaughan Trustee 15 August 2024
None on record
George Rupert Anson Trustee 10 November 2022
None on record
Annie Elinor Norfolk Beadle Trustee 10 November 2022
None on record
Philippa Jane Kirkbride Trustee 10 December 2020
None on record
Mark Bradbury Trustee 13 June 2019
None on record
Annalise Smith Trustee 14 March 2019
None on record
Lucy Clare Wood Trustee 14 March 2019
None on record
Philip Manktelow Trustee 21 September 2017
None on record
Robert Taylor Trustee 21 June 2017
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 £2.09m £2.06m £2.52m £3.39m £3.46m
Total expenditure £1.04m £1.98m £1.85m £2.90m £2.77m
Income from government contracts £30.00k N/A N/A N/A N/A
Income from government grants N/A £410.29k £410.29k £1.25m £957.77k
Income - Donations and legacies £1.51m £1.62m £2.05m £4.39m £3.19m
Income - Other trading activities £217.12k £329 £207.03k £274.28k £234.65k
Income - Charitable activities £0 £0 £0 £0 £0
Income - Endowments £0 £0 £121.15k £1.63m £352.63k
Income - Investment £259.15k £260.15k £258.69k £304.82k £387.82k
Income - Other £106.28k £180.29k £4.17k £1.50k £4.54k
Income - Legacies £0 £0 £0 £0 £912.50k
Expenditure - Charitable activities £767.30k £1.76m £1.69m £2.72m £2.63m
Expenditure - Raising funds £273.59k £224.25k £160.56k £178.39k £141.48k
Expenditure - Governance £0 £0 £0 £0 £0
Expenditure - Grants institution £419.47k £1.20m £981.29k £1.46m £1.48m
Expenditure - Investment management £104.39k £177.54k £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 £6.80k £6.05k £10.09k £11.03k £8.86k
Long-term investments £6.26m £8.64m £9.11m £9.53m £12.11m
Other assets £1.71m £791.52k £1.53m £2.71m £1.92m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £41.40k £54.80k £58.35k £87.56k £78.90k

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 16 January 2025 On Time
Accounts and TAR 31 March 2024 16 January 2025 On Time Download Open in new window
Annual return 31 March 2023 31 January 2024 On Time
Accounts and TAR 31 March 2023 31 January 2024 On Time Download Open in new window
Annual return 31 March 2022 08 December 2022 On Time
Accounts and TAR 31 March 2022 08 December 2022 On Time Download Open in new window
Annual return 31 March 2021 02 December 2021 On Time
Accounts and TAR 31 March 2021 02 December 2021 On Time Download Open in new window
Annual return 31 March 2020 21 January 2021 On Time
Accounts and TAR 31 March 2020 21 January 2021 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 OF ASSOCIATION INCORPORATED 5 NOVEMBER 1998 AS AMENDED BY CERTIFICATE OF INCORPORATION UPON CHANGE OF NAME DATED 28 OCTOBER 2008 NOW ARTICLES OF ASSOCIATION ADOPTED BY SPECIAL RESOLUTION DATED 11 DECEMBER 2009 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 13 JUN 2019 AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 22 APR 2021

Charitable objects

THE CHARITY’S CHARITABLE PURPOSES (‘PURPOSES’ IN THIS DOCUMENT), ALSO IT’S OBJECTS FOR THE PURPOSES OF COMPANY LAW, ARE SPECIFICALLY RESTRICTED TO THE FOLLOWING: TO PROMOTE OR ADVANCE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE COUNTY OF BUCKINGHAMSHIRE OR OTHER SUCH REGIONS OF THE UNITED KINGDOM AS MAY BE BENEFITED BY A FUND MANAGED BY THE CHARITY, AND IN PARTICULAR (BUT WITHOUT PREJUDICE TO THE FOREGOING): • THE PREVENTION OR RELIEF OF POVERTY. • THE ADVANCEMENT OF EDUCATION. • THE ADVANCEMENT OF HEALTH OR THE SAVING OF LIVES. THIS INCLUDES THE PREVENTION OR RELIEF OF SICKNESS, DISEASE OR HUMAN SUFFERING. • THE ADVANCEMENT OF CITIZENSHIP OR COMMUNITY DEVELOPMENT. THIS CAN INCLUDE RURAL OR URBAN REGENERATION AND THE PROMOTION OF CIVIC RESPONSIBILITY, VOLUNTEERING, THE VOLUNTARY SECTOR OR THE EFFECTIVENESS OR EFFICIENCY OF CHARITIES. • THE ADVANCEMENT OF THE ARTS, CULTURE, HERITAGE OR SCIENCE. • THE ADVANCEMENT OF AMATEUR SPORT. THIS CAN INCLUDE SPORT OR GAMES WHICH PROMOTE HEALTH BY INVOLVING PHYSICAL OR MENTAL SKILL OR EXERTION. • THE ADVANCEMENT OF HUMAN RIGHTS, CONFLICT RESOLUTION OR RECONCILIATION OR THE PROMOTION OF RELIGIOUS OR RACIAL HARMONY OR EQUALITY AND DIVERSITY. • THE ADVANCEMENT OF ENVIRONMENTAL PROTECTION OR IMPROVEMENT. • THE RELIEF OF THOSE IN NEED BY REASON OF YOUTH, AGE, ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE. THIS CAN INCLUDE RELIEF GIVEN BY THE PROVISION OF ACCOMMODATION OR CARE TO THE RELEVANT PERSONS. • THE PROMOTION OF THE EFFICIENCY OF THE ARMED FORCES OF THE CROWN, OR OF THE EFFICIENCY OF THE POLICE, FIRE AND RESCUE SERVICES OR AMBULANCE SERVICES.

Area of benefit

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

COUNTY OF BUCKINGHAMSHIRE OR OTHER SUCH REGIONS OF THE UNITED KINGDOM

Contact information

Address:
Heart Of Bucks
70 New Road
Weston Turville
AYLESBURY
Buckinghamshire
HP22 5QT
Phone:
01296 330134
Email:
info@heartofbucks.org
Website:

www.heartofbucks.org Open in new window