Finance Score: 5

Governance Score: 9

Support Score: 7

Liabilities <10%: +3
Strong growth: +2

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +7

Overall GiG Score: 21

BUCKINGHAMSHIRE COMMUNITY FOUNDATION

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.

Analysis by Giving is Great

Positives:

This charity has a robust balance sheet
There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£3,394	£2,902	£492	£178	£12,166	£1,691	7	11	50
31/03/22		£2,524	£1,851	£673	£161	£10,592	£2,118	13.7	10	50
31/03/21		£2,063	£1,983	£80	£47	£9,387	£1,607	9.7	9	50
31/03/20		£2,093	£1,041	£1,052	£169	£7,936	£1,347	15.5	9	53
31/03/19		£1,379	£1,296	£83	£224	£7,100	£1,456	13.5	11	35
31/03/18		£2,449	£1,297	£1,153	£174	£6,647	£1,129	10.4	7	0
31/03/17		£880	£1,184	£-305	£154	£5,478	£647	6.6	7	0
31/03/16	*	£940	£1,137	£-196	£79	£5,264	£739	7.8	6	0
31/03/15	*	£1,162	£1,065	£97	£181	£5,565	£982	11.1	4	0
31/03/14		£1,751	£804	£946	£133	£5,103	£0	n/a	3	0
31/03/13		£1,217	£563	£654	£54	£4,074	£-95	-2	3	0
31/03/12		£822	£535	£287	£55	£3,141	£-29	-0.6	3	0
31/03/11		£946	£488	£458	£72	£2,903	£4	0.1	3	0
31/03/10	*	£892	£511	£381	£82	£2,359	£14	0.3	3	0
31/03/09		£1,672	£422	£1,250	£77	£1,802	£89	2.5	3	0
31/03/08		£509	£551	£-41	£89	£672	£55	1.2	3	0
31/03/07		£579	£487	£92	£75	£775	£37	0.9	4	0
31/03/06		£444	£73	£371	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05		£420	£468	£-48	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04		£380	£382	£-2	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 15.1%
Fundraising Costs/Total Spending: 6.1%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 1%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 14%
Reserves/Spending: 7 months
Net Current Assets/Spending: 11 months
Quick Ratio: 28.2

Asset Split ?

Balance Sheet History

Established: 26 years

www.heartofbucks.org

info@heartofbucks.org

01296 330134

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Armed Forces/Emergency Service Efficiency
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity
Other Charitable Purposes
Recreation
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Makes grants to individuals
Makes grants to organisations
Provides other finance
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities
The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Rothschild Foundation - Grant to Buckinghamshire Community Foundation
£100,000	03/07/2023	Heart of Bucks is designing and establishing a new charitable funding programme, aimed entirely at young people, with a significant element of participatory grant-making involving young people in a leadership capacity.
Rothschild Foundation - Grant to Buckinghamshire Community Foundation
£30,000	23/02/2023	Buckinghamshire Charities Resilience Fund
National Lottery Community Fund - Listen Engage Act: Buckinghamshire
£118,519	30/09/2022	This funding will support the local community and voluntary sector to recover and rebuild following the impact of Covid-19 ensuring the needs of the Bucks VCSE sector are clearly understood and represented.
Rothschild Foundation - Grant to Buckinghamshire Community Foundation
£50,000	08/07/2022	Buckinghamshire Capacity Fund – Addressing Poverty & Financial Insecurity
Rothschild Foundation - Grant to Buckinghamshire Community Foundation
£50,000	08/07/2022	Helping Hand for Ukraine: supporting newly arrived Ukrainian refugees settling in Buckinghamshire in partnership with Heart of Bucks and Bucks Council
Rothschild Foundation - Grant to Buckinghamshire Community Foundation
£30,000	12/10/2021	Queen’s Green Canopy
Rothschild Foundation - Grant to Buckinghamshire Community Foundation
£15,000	03/09/2021	Helping Hand: Support for Afghanistan
Rothschild Foundation - Grant to Buckinghamshire Community Foundation
£25,000	16/02/2021 24	Towards Heart of Bucks Community Foundation Winter Warmth Fund: providing small crisis grants to Bucks-based households who are vulnerable and struggling to keep themselves warm during the winter months.
Rothschild Foundation - Grant to Buckinghamshire Community Foundation
£50,000	23/10/2020 24	Funding to deliver Heart of Bucks' aim to be a more sustainable and resilient resource for Buckinghamshire's charity sector.
National Lottery Community Fund - The Buckinghamshire Coronavirus Response Appeal
£100,000	03/07/2020 12	This funding will be used by Buckinghamshire Community Foundation to support the Buckinghamshire Coronavirus Response Appeal through the distribution of small emergency Covid-19 grants to the voluntary and community sector across Buckinghamshire.
Rothschild Foundation - Grant to Buckinghamshire Community Foundation
£20,000	22/06/2020 12	Buckinghamshire Capacity Fund
Rothschild Foundation - Grant to Buckinghamshire Community Foundation
£90,000	04/06/2020 12	Donation to Heart of Bucks National Emergencies Trust Coronavirus appeal
Rothschild Foundation - Grant to Buckinghamshire Community Foundation
£10,000	25/03/2020 12	Bucks Coronavirus Response Appeal to support people and charities in Buckinghamshire who are most affected and vulnerable at this time of crisis.
National Lottery Community Fund - BLT/GPI Micklefield and Marsh
£10,000	11/03/2011 12	The money will support a range of community involvement activities to better prepare this Big Local Trust neighbourhood for when the Trust becomes operational.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

Age Range of Trustees: 39-73

ANNALISE SMITH Appointed: 2019, Occupation: Philanthropy Manager

ANNIE ELINOR NORFOLK BEADLE Appointed: 2022

GEORGE RUPERT ANSON Appointed: 2022, Occupation: Retired

KATHRYN JANE HOBBS Appointed: 2024, Occupation: Personal Assistant

LUCY CLARE WOOD Appointed: 2019, Occupation: Solicitor

MARK BRADBURY Appointed: 2019, Occupation: Banker

MOIR STEWART (Chair) Appointed: 2019, Occupation: Retired Police Officer

PHILIP MANKTELOW Appointed: 2017, Occupation: Accountant

PHILIPPA JANE KIRKBRIDE Appointed: 2020, Occupation: Retired

PHILIPPA VAUGHAN Appointed: 2024, Occupation: Business Executive

ROBERT TAYLOR Appointed: 2017, Occupation: Investment Banker

Legal constitution

Charitable company registered in England & Wales on 05/02/1999, number: 1073861
Registered at Companies House on 05/11/1998, number: 03662246

Gift Aid

Registered with HMRC for Gift Aid

Event History

09/09/2014 - Asset transfer in from THE BUCKINGHAMSHIRE TERRITORIAL GENERAL PURPOSES FUND
07/05/2019 - Asset transfer in from JULIAN BUDD KIDS IN SPORT TRUST LIMITED
29/12/2020 - Asset transfer in from THE RAYNERS SPECIAL EDUCATIONAL TRUST
18/02/2021 - Asset transfer in from THE WALTER HAZELL CHARITABLE AND EDUCATIONAL TRUST FUND
18/05/2023 - Asset transfer in from BUCKINGHAMSHIRE PLAYING FIELDS ASSOCIATION
15/03/2024 - Asset transfer in from HEALTHY LIVING CENTRE BUCKS
15/04/2024 - Asset transfer in from JOHN BEDFORD'S CHARITY
15/04/2024 - Asset transfer in from JOHN BEDFORD'S CHARITY
18/07/2024 - Asset transfer in from SOUTH BUCKS ASSOCIATION FOR THE DISABLED
02/08/2024 - Asset transfer in from THE FRIENDS OF SEELEYS HOUSE

Policies in force

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

Filing Record

20 returns made; AR16: 2 days late, AR15: 110 days late, AR10: 6 days late,

Recent reorganisation events:

Asset transfer in from THE RAYNERS SPECIAL EDUCATIONAL TRUST on 29/12/2020
Asset transfer in from THE WALTER HAZELL CHARITABLE AND EDUCATIONAL TRUST FUND on 18/02/2021
Asset transfer in from BUCKINGHAMSHIRE PLAYING FIELDS ASSOCIATION on 18/05/2023

....more

Main office

Heart Of Bucks
70 New Road
Weston Turville
AYLESBURY
Buckinghamshire
HP22 5QT

Objectives

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.

Defined Area of Benefit:

COUNTY OF BUCKINGHAMSHIRE OR OTHER SUCH REGIONS OF THE UNITED KINGDOM

Data Sources

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