THE BEAULIEU BEAUFORT FOUNDATION

Charity Number: 1123413
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Local support for the aspiring individual and grass-roots community projects

Income and expenditure

Data for financial year ending 31 March 2025

Total income: £30,857
Total expenditure: £59,626

People

5 Trustee(s)

1 Volunteer(s)

Employees with total benefits over £60,000

No information available

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
  • The Prevention Or Relief Of Poverty
  • Arts/culture/heritage/science
  • Economic/community Development/employment
Who the charity helps:
  • Children/young People
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Hampshire

Governance

Registration history:
  • 02 April 2008: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Safeguarding policy and procedures
  • Serious incident reporting 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
EDWARD SAGAR FORT OBE LLDHon Chair
FORT VALE FOUNDATION
Received: On time
Frederick Norris Trustee 01 January 2019
Beaulieu, Exbury and East Boldre, Parochial Church Council
Received: On time
RUPERT SCOTT Trustee 08 June 2016
None on record
LORD MONTAGU Trustee 31 October 2011
THE MICHAEL SEDGWICK MEMORIAL TRUST
Received: On time
THE COUNTRYSIDE EDUCATION TRUST
Received: On time
THE NATIONAL MOTOR MUSEUM TRUST LIMITED
Received: On time
ROBERT GAYNER Trustee 31 October 2011
MUSIC AT BEAULIEU TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Total gross income £150.18k £150.02k £70.76k £51.39k £30.86k
Total expenditure £182.22k £217.54k £178.48k £95.72k £59.63k
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

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 2025 12 June 2025 On Time
Accounts and TAR 31 March 2025 12 June 2025 On Time Download Open in new window
Annual return 31 March 2024 01 November 2024 On Time
Accounts and TAR 31 March 2024 01 November 2024 On Time Download Open in new window
Annual return 31 March 2023 18 January 2024 On Time
Accounts and TAR 31 March 2023 18 January 2024 On Time Download Open in new window
Annual return 31 March 2022 05 July 2022 On Time
Accounts and TAR 31 March 2022 05 July 2022 On Time Download Open in new window
Annual return 31 March 2021 26 November 2021 On Time
Accounts and TAR 31 March 2021 26 November 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.

TRUST DEED DATED 5 MARCH 2008

Charitable objects

1 THE TRUSTEES SHALL HOLD THE CAPITAL AND INCOME OF THE TRUST FOUND UPON TRUST TO APPLY THE INCOME AND ALL OR SUCH PART OR PARTS OF CAPITAL AT SUCH TIME OR TIMES AND IN SUCH MANNER TO OR FOR THE BENEFIT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT. 2 THE TRUSTEES MAY IN THEIR DISCRETION FOR THE PERIOD OF 21 YEARS FROM THE DATE OF THIS DEED INSTEAD OF APPLYING THE INCOME OF THE CHARITY IN ANY YEAR ACCUMULATED ALL OR ANY PART OF SUCH INCOME AT COMPOUND INTEREST BY INVESTING THE SAME AND THE RESULTING INCOME IN ANY INVESTMENTS AUTHORISED BY THIS DEED OR BY LAW AS AN ACCRETION TO AND AS PART OF THE CAPITAL OF THE CHARITY WITHOUT PREJUDICE TO THEIR RIGHT TO APPLY THE WHOLE OR ANY PART OF SUCH ACCUMULATED INCOME IN ANY SUBSEQUENT YEAR AS IF THE SAME WERE INCOME OF THE CHARITY ARISING IN THE THEN CURRENT YEAR.

Area of benefit

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

UNDEFINED. IN PRACTICE, HAMPSHIRE

Contact information

Address:
FIDDLERS
BUCKLERS HARD
BEAULIEU
BROCKENHURST
SO42 7XD
Phone:
01590616471
Email:
jgraves@clara.net
Website:

No information available