HAMPSHIRE AND THE ISLE OF WIGHT COMMUNITY FOUNDATION

Charity number: 1100417
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Our Mission is to increase the charitable funding that is available to voluntary organisations and community groups active in Hampshire and the Isle of Wight. We provide efficient donor and grant making services, which are open, accessible, and user friendly. We build a bridge between people who care about their local community and the wide range of voluntary and community groups needing help.

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£1,015,328

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Donations and legacies £609.16k
Charitable activities £0
Other trading activities £0
Investments £406.17k
Other £0

Total expenditure:
£1,826,728

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Raising funds £72.00k
Charitable activities £1.75m
Other £0

£954,798 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 £72.00k
Charitable expenditure £1.75m

People

8 Employee(s)

15 Trustee(s)

1 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 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

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
  • Accommodation/housing
  • Arts/culture/heritage/science
  • Amateur Sport
  • Environment/conservation/heritage
  • Economic/community Development/employment
  • 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 Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
  • Other Charitable Activities
Where the charity operates:
  • Hampshire
  • Isle Of Wight
  • Portsmouth City
  • Southampton City

Governance

Registration history:
  • 15 October 1981: Standard registration
Organisation type:
Charitable company
Other names:

No other names

Company number:
04534462 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity 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
  • 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
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

15 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Margaret Rachel Cooper FCA Trustee 06 December 2024
SUSSEX CLUBS FOR YOUNG PEOPLE LIMITED
Charity is in administration
Amelia Sophie Riviere DL Trustee 06 December 2024
None on record
Matthew York Trustee 07 June 2024
None on record
Oliver Stanley Trustee 07 June 2024
None on record
Robert Wood Trustee 08 June 2023
None on record
Grace Cheyney Trustee 08 June 2023
None on record
Ian Prideaux Trustee 08 June 2023
None on record
Peter Simon Cleverly Trustee 08 June 2023
None on record
Joshua Hensman Trustee 08 June 2023
None on record
Michael Smith Trustee 13 July 2020
NEWPORT GRAMMAR SCHOOL CHARITY
Recently registered
Krysia Butwilowska Trustee 17 May 2019
None on record
Sukanya Sitaram Trustee 17 May 2019
YELLOW DOOR
Received: On time
Councillor Dan Putty JP Trustee 26 May 2017
None on record
Councillor Andrew Joy Trustee 26 May 2017
None on record
Jo Ash CBE Trustee 25 May 2016
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £801.46k £4.75m £1.60m £2.44m £1.02m
Total expenditure £974.55k £2.66m £2.23m £2.25m £1.83m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £2.93k £465.28k £575.25k £427.55k N/A
Income - Donations and legacies £344.46k £4.32m £1.20m £2.02m £609.16k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £0 £0 £0 £0 £0
Income - Endowments £51.63k £1.49m £286.49k £672.85k £233.34k
Income - Investment £457.00k £431.46k £401.65k £425.29k £406.17k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £872.18k £2.54m £2.12m £2.12m £1.75m
Expenditure - Raising funds £102.37k £120.86k £104.66k £130.91k £72.00k
Expenditure - Governance £18.43k £42.25k £20.19k £25.10k £28.19k
Expenditure - Grants institution £671.60k £2.30m £1.81m £1.91m £1.55m
Expenditure - Investment management £32.73k £28.84k £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 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £0 £0 £14.50m £0 £0
Long-term investments £12.99m £14.49m £1.61m £13.42m £14.25m
Other assets £920.77k £1.96m £1.88m £2.63m £1.93m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £98.80k £31.75k £43.23k £38.73k £24.79k

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 December 2023 17 September 2024 On Time
Accounts and TAR 31 December 2023 17 September 2024 On Time Download Open in new window
Annual return 31 December 2022 11 October 2023 On Time
Accounts and TAR 31 December 2022 11 October 2023 On Time Download Open in new window
Annual return 31 December 2021 28 July 2022 On Time
Accounts and TAR 31 December 2021 28 July 2022 On Time Download Open in new window
Annual return 31 December 2020 22 September 2021 On Time
Accounts and TAR 31 December 2020 22 September 2021 On Time Download Open in new window
Annual return 31 December 2019 28 September 2020 On Time
Accounts and TAR 31 December 2019 28 September 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 OF ASSOCIATION INCORPORATED 13 SEPTEMBER 2002

Charitable objects

THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE COUNTIES OF HAMPSHIRE AND THE ISLE OF WIGHT AND UNITARY AUTHORITIES OF SOUTHAMPTON AND PORTSMOUTH AND IN PARTICULAR THE ADVANCEMENT OF EDUCATION THE PROTECTION OF GOOD HEALTH BOTH MENTAL AND PHYSICAL AND THE RELIEF OF POVERTY AND SICKNESS; 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

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

HAMPSHIRE, THE ISLE OF WIGHT AND SURROUNDING AREAS

Linked charities

Linked charities
Linked charity 1100417-5 FUTCHER SCHOOL FOUNDATION
Governing document
SCHEME DATED 15/10/2012 AS AMENDED BY SCHEME DATED 23/09/2013
Charitable objects
THE OBJECT OF THE CHARITY IS TO RELIEVE SICKNESS, PROMOTE GOOD HEALTH AND ADVANCE THE EDUCATION OF YOUNG PEOPLE UNDER THE AGE OF 25, RESIDENT IN PORTSMOUTH, WHO ARE SUFFERING FROM ANY MENTAL OR PHYSICAL DISABILITY (WHETHER PERMANENT OR TEMPORARY) (THE BENEFICIARIES) THROUGH ANY OR ALL OF THE FOLLOWING MEANS: (A) PROVIDING, OR ASSISTING IN THE PROVISION OF, LAND AND BUILDINGS FOR USE AS A SCHOOL PROVIDED IN ACCORDANCE WITH THE EDUCATION ACTS, PROVIDED ANY SUCH SCHOOL IS SUITABLE FOR ATTENDANCE BY THE BENEFICIARIES; (B) PROVIDING FINANCIAL ASSISTANCE, SERVICES OR FACILITIES TO, OR FOR THE BENEFIT OF, THE BENEFICIARIES.
Area of benefit
PORTSMOUTH
Registration history
  • 15 October 1981 : Standard registration

Contact information

Address:
BVA
The Orchard
White Hart Lane
BASINGSTOKE
Hampshire
RG21 4AF
Phone:
01962 798700
Email:
info@hiwcf.com
Website:

www.hiwcf.org.uk Open in new window