THE BEAULIEU BEAUFORT FOUNDATION
Local support for the aspiring individual and grass-roots community projects
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.
Financial health, per its FY2025 accounts
The accounts state that the charity's unrestricted funds decreased from £82,083 to £53,314 due to charitable grants paid exceeding incoming resources. The trustees report that the charity continues to operate on a going concern basis with adequate reserves to finance anticipated donations.
What the accounts disclose
“The Trustees adopt a Reserves Policy that provides, by way of retention adequate reserves to finance the anticipated level of annual donations of unrestricted income fund.” — page 3
Trustees
- Frederick Norris
- LORD MONTAGU
- RUPERT SCOTT
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2026 | £478 | £46k |
| 31/03/2025 | £31k | £60k |
| 31/03/2024 | £51k | £96k |
| 31/03/2023 | £71k | £178k |
| 31/03/2022 | £150k | £218k |
Common questions
Is THE BEAULIEU BEAUFORT FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that the charity's unrestricted funds decreased from £82,083 to £53,314 due to charitable grants paid exceeding incoming resources. The trustees report that the charity continues to operate on a going concern basis with adequate reserves to finance anticipated donations. Its FY2025 accounts were independently examined.