The Beaulieu Common Good Foundation is committed to managing its funds responsibly and transparently so that the money entrusted to it can be used as effectively as possible to support good causes within the Parish of Beaulieu and its immediate vicinity.
The trustees are responsible for properly managing and safeguarding the Foundation's funds. We maintain appropriate financial controls and policies covering financial management, reserves, grant-making, due diligence and the reimbursement of trustee expenses.
The Foundation's principal source of fundraising income is the annual Beaulieu Village Fete, supplemented by donations, Gift Aid and other fundraising activities. The Foundation also has received grants from other charitable and grant-making organisations to support its work within the local community.
Funds not immediately required are held on bank deposit. The Foundation does not undertake investment activities and maintains reserves at a level which the trustees consider appropriate to meet its commitments and enable it to respond to local needs as they arise.
The Foundation is run entirely on a voluntary basis, supported by around 150 local volunteers. Trustees receive no payment for their services. This volunteer-led model enables the Foundation to keep its administrative costs low and maximise the funds available to support the local community.
Financial summary
The Foundation was registered with the Charity Commission on 1 December 2023. Its first accounts therefore covered the 16-month period to 31 March 2025, after which it moved to an annual accounting period ending on 31 March.
| Year ended 31 March 2026 | 16 months ended 31 March 2025 | |
|---|---|---|
| Total income | £25,308 | £36,468 |
| Grants awarded | £14,194 | £17,650 |
| Fundraising & administration costs | £7,538 | £5,696 |
| Surplus for the period | £3,577 | £13,122 |
| Closing reserves | £16,699 | £13,122 |
During the year ended 31 March 2026, grants totalling £14,194 were awarded to 10 local organisations. The 2026 Beaulieu Village Fete generated income of £26,096 (2025: £23,744) and a surplus of £19,951 (2025: £16,637).
Since 1999, the Foundation and its predecessor organisation have distributed more than £0.3m to local good causes.
Annual accounts
The Foundation prepares annual accounts on a receipts and payments basis, and in accordance with the requirements applicable to it as a Charitable Incorporated Organisation. The accounts are independently examined and approved by the trustees before being submitted to the Charity Commission.
Copies of the Foundation's approved accounts are available below.
2025/26
Click here for the Report and Financial Statements for the year ended 31 March 2026
2023/25
Click here for the Report and Financial Statements for the 16-month period ended 31 March 2025
