BUCKINGHAMSHIRE COMMUNITY FOUNDATION
Financial health, per its FY2025 accounts
The accounts state that unrestricted funds increased by £0.2 million to £3.0 million, with a general reserve of £202,000 held in line with the charity's policy to cover three months of administration costs. Total funds at year-end were £14.8 million, comprising £12.0 million in investments and £2.8 million in cash, predominantly restricted for grant making.
What the accounts disclose
“Heart of Bucks’ policy is that the unrestricted funds held in a general reserve, not committed or in designated funds, should include sufficient to cover the administration costs of the charity for a period of 3 months.” — page 14
“One of our trustees is a partner at BP Collins LLP, which has consistently made donations into its restricted fund held by Heart of Bucks for grant giving.” — page 7
“Another trustee is also the trustee of a charitable foundation which has given funds to Heart of Bucks for onward distribution.” — page 7
“One of our trustees is a partner at BP Collins LLP, which has consistently made donations into its restricted fund held by Heart of Bucks for grant giving.” — page 7
“Another trustee is also the trustee of a charitable foundation which has given funds to Heart of Bucks for onward distribution.” — page 7
“in June 2025 Heart of Bucks set up a trading subsidiary called Capstone Circle Ltd, which is expected to begin trading in the year to 31st March 2026.”
Funders the charity credits
- Saffery
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (17/02/2025)
- Received assets from another charity (25/11/2024)
- Received assets from another charity (02/08/2024)
- Received assets from another charity (18/07/2024)
- Received assets from another charity (15/04/2024)
- Received assets from another charity (15/04/2024)
Trustees
- Moir Stewartchair
- Annalise Smith
- Annie Elinor Norfolk Beadle
- Derek Paul Lunt
- George Rupert Anson
- Kathryn Jane Hobbs
- Mark Bradbury
- Philip Manktelow
- Philippa Jane Kirkbride
- Philippa Vaughan
- Robert Taylor
- Ruzina Akthar Awan
- Suzanne Bell
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £4.3m | £3.2m |
| 31/03/2024 | £3.5m | £2.8m |
| 31/03/2023 | £3.4m | £2.9m |
| 31/03/2022 | £2.5m | £1.9m |
| 31/03/2021 | £2.1m | £2.0m |
Common questions
Is BUCKINGHAMSHIRE COMMUNITY FOUNDATION financially healthy?
The accounts state that unrestricted funds increased by £0.2 million to £3.0 million, with a general reserve of £202,000 held in line with the charity's policy to cover three months of administration costs. Total funds at year-end were £14.8 million, comprising £12.0 million in investments and £2.8 million in cash, predominantly restricted for grant making. Its FY2025 accounts were audited by Azets Audit Services.
Who funds BUCKINGHAMSHIRE COMMUNITY FOUNDATION?
Funders whose own accounts filings name BUCKINGHAMSHIRE COMMUNITY FOUNDATION as a grant recipient include THE ROTHSCHILD FOUNDATION, THE NEIL AND ALISON OSTRER FOUNDATION, THE SHERLING CHARITABLE TRUST, WILLIAM HARDING'S CHARITY, ANSON CHARITABLE TRUST.
Known funders
| Funder | Year | Amount |
|---|---|---|
| THE ROTHSCHILD FOUNDATION | FY2025 | £330k |
| THE NEIL AND ALISON OSTRER FOUNDATION | FY2023 | £100k |
| THE ROTHSCHILD FOUNDATION | FY2024 | £79k |
| THE SHERLING CHARITABLE TRUST | FY2026 | £35k |
| WILLIAM HARDING'S CHARITY | FY2023 | £25k |
| ANSON CHARITABLE TRUST | FY2025 | £11k |
| THE SHERLING CHARITABLE TRUST | FY2025 | £10k |
| THE AMAR FAMILY CHARITABLE TRUST | FY2023 | £5k |
| THE TONY AND SHEELAGH WILLIAMS CHARITABLE FOUNDATION | FY2025 | £5k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE LAWSON TRUST CIO | 1 | £500k |
| CULLUM FAMILY TRUST | 1 | £495k |
| THE LYNN FOUNDATION | 1 | £300k |
| OPTIGENE FOUNDATION | 1 | £238k |
| THE FOYLE FOUNDATION | 1 | £200k |
| Wokingham United Charities | 1 | £123k |
| THE AMATEURS TRUST | 1 | £90k |
| THE PARGITER TRUST | 1 | £80k |