READING REAL ESTATE FOUNDATION

Charity number: 1092627
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Advancement of education in the art and science of Real Estate at the University of Reading Providing financial assistance to students in need Widening access to the real estate profession Offering activities to further learning and the employability of students and graduates Raising funds Sharing expertise and best practice Raising awareness of the School of Real Estate and Planning

Income and expenditure

Data for financial year ending 31 July 2024

Total income:
£629,501

Text alternative for this canvas graphic is in the data table below.
Donations and legacies £557.38k
Charitable activities £385
Other trading activities £0
Investments £71.73k
Other £0

Total expenditure:
£769,884

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Raising funds £833
Charitable activities £670.10k
Other £98.95k

£0 investments gains (losses)

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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £99.78k
Charitable expenditure £670.10k

People

8 Employee(s)

14 Trustee(s)

451 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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:
  • Education/training
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
  • Other Charitable Activities
Where the charity operates:
  • Reading

Governance

Registration history:
  • 26 June 2002: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
04347140 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
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

14 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Peter Michael Miskell Chair 11 January 2023
None on record
Samantha Su-Mei Kempe Trustee 27 February 2025
None on record
Ben Ingram Trustee 27 February 2025
None on record
Eamonn D'Arcy Trustee 08 October 2024
None on record
JEAN-PIERRE MARCEL JOSEPH CHOULET Trustee 06 November 2023
None on record
Richard Bartlett Tranter Trustee 12 June 2023
None on record
Angelique Chettiparambil Rajan Trustee 17 June 2022
None on record
Kleio Akrivou Trustee 09 February 2022
None on record
Christopher Mark Taylor Trustee 01 March 2020
None on record
Katherine Susanna Norton Trustee 01 March 2020
None on record
Patrick James Allen Trustee 01 February 2020
None on record
John Jeremy Mark Ridley Trustee 01 August 2015
None on record
Stafford Murray Lancaster Trustee 01 June 2014
LOCKERS PARK SCHOOL TRUST LIMITED
Received: On time
VIRGINIA GIBSON Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Total gross income £592.95k £638.64k £575.99k £756.50k £629.50k
Total expenditure £574.51k £484.72k £583.40k £583.77k £769.88k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £587.41k £637.49k £573.10k £727.74k £557.38k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £840 £365 £0 £0 £385
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £4.70k £791 £2.70k £28.76k £71.73k
Income - Other £0 £0 £185 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £505.26k £456.06k £531.71k £547.60k £670.10k
Expenditure - Raising funds £1.21k £15 £7 £108 £833
Expenditure - Governance £0 £0 £0 £0 £0
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £68.03k £28.64k £51.69k £36.06k £98.95k

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 31/07/2020 31/07/2021 31/07/2022 31/07/2023 31/07/2024
Own use assets £0 £0 £0 £0 £0
Long-term investments £0 £0 £0 £0 £0
Other assets £1.14m £1.31m £1.32m £1.47m £1.42m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £41.48k £59.47k £78.52k £50.19k £140.51k

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 July 2024 14 February 2025 On Time
Accounts and TAR 31 July 2024 14 February 2025 On Time Download Open in new window
Annual return 31 July 2023 18 April 2024 On Time
Accounts and TAR 31 July 2023 18 April 2024 On Time Download Open in new window
Annual return 31 July 2022 02 May 2023 On Time
Accounts and TAR 31 July 2022 02 May 2023 On Time Download Open in new window
Annual return 31 July 2021 04 May 2022 On Time
Accounts and TAR 31 July 2021 04 May 2022 On Time Download Open in new window
Annual return 31 July 2020 26 April 2021 On Time
Accounts and TAR 31 July 2020 26 April 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 ON 4TH JANUARY 2002 AND AS AMENDED BY SPECIAL RESOLUTION DATED 15TH MAY 2002

Charitable objects

THE ADVANCEMENT OF EDUCATION IN THE ART AND SCIENCE OF REAL ESTATE AT THE UNIVERSITY OF READING THROUGH THE PROVISION OF GRANTS

Area of benefit

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

READING

Contact information

Address:
University of Reading
Henley Business School
Whiteknights
READING
RG6 6UD
Phone:
01183784191
Email:
RREF-development@henley.ac.uk
Website:

www.henley.ac.uk/rref Open in new window