THE ROLAND CALLINGHAM FOUNDATION

Charity number: 1164475
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity owns and operates the Bekonscot Model Village, created by the late Roland Callingham in 1929 and located in Beaconsfield, Buckinghamshire. As well as preserving this heritage and educating visitors on life in communities since the 1930's; the charity gives grants to other charities, specifically those that advance religion and are local to Buckinghamshire.

Income and expenditure

Data for financial year ending 31 January 2025

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.

Fundraising

No information available

Trading

One or more trustees are also directors of the 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
  • Religious Activities
  • Environment/conservation/heritage
  • Recreation
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
  • Provides Buildings/facilities/open Space
Where the charity operates:
  • Buckinghamshire

Governance

Registration history:
  • 19 November 2015: Standard registration
  • 23 January 2019: Funds received from 270129 ROLAND CALLINGHAM FOUNDATION
Organisation type:
Charitable company
Other names:
  • RCF (Working name)
Company number:
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
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Jeanette Christina Howse BEM Trustee 01 October 2024
None on record
John Howard Lee Trustee 01 October 2024
None on record
Tobias William Faber Trustee 14 October 2021
None on record
James Archer Trustee 23 January 2018
THE ARCHER TRUST
Received: On time
David Duckitt Trustee 23 January 2018
None on record
MARK CALLINGHAM Trustee 25 June 2015
None on record
PETER ROY HOLGATE Trustee 17 June 2015
THE MILDRED DUVEEN CHARITABLE TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/01/2021 31/01/2022 31/01/2023 31/01/2024 31/01/2025
Total gross income £1.12m £1.71m £1.80m £1.77m £1.75m
Total expenditure £1.11m £1.46m £1.63m £1.64m £1.69m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £142.04k £79.50k £1.00k N/A N/A
Income - Donations and legacies £123.68k £179.62k £126.56k £90.18k £83.43k
Income - Other trading activities £274.88k £517.81k £635.09k £611.65k £614.13k
Income - Charitable activities £572.47k £919.63k £1.03m £1.03m £1.03m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £12.40k £9.93k £9.44k £30.06k £30.99k
Income - Other £139.04k £79.50k £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £848.77k £1.46m £1.63m £1.12m £1.15m
Expenditure - Raising funds £0 £0 £0 £0 £0
Expenditure - Governance £11.81k £7.31k £7.91k £8.74k £9.05k
Expenditure - Grants institution £17.14k £146.33k £153.13k £106.34k £79.31k
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £258.66k £0 £0 £522.02k £539.02k

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 31/01/2021 31/01/2022 31/01/2023 31/01/2024 31/01/2025
Own use assets £242.17k £262.56k £270.30k £376.94k £354.62k
Long-term investments £362.87k £0 £505.18k £635.69k £811.10k
Other assets £389.43k £1.03m £687.86k £549.63k £490.64k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £160.92k £224.28k £220.06k £166.86k £125.56k

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 January 2025 30 June 2025 On time
Accounts and TAR 31 January 2025 30 June 2025 On time Download Open in new window
Annual return 31 January 2024 26 August 2024 On time
Accounts and TAR 31 January 2024 26 August 2024 On time Download Open in new window
Annual return 31 January 2023 12 October 2023 On time
Accounts and TAR 31 January 2023 12 October 2023 On time Download Open in new window
Annual return 31 January 2022 27 May 2022 On time
Accounts and TAR 31 January 2022 27 May 2022 On time Download Open in new window
Annual return 31 January 2021 14 August 2021 On time
Accounts and TAR 31 January 2021 14 August 2021 On time Download Open in new window
Submit annual return Open in new window

Contact information

Address:
BEKONSCOT MODEL VILLAGE
14 LEDBOROUGH LANE
BEACONSFIELD
HP9 2PZ
Phone:
01494672919