Richmond Foundation — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 12 August 1968
Removed: Not supplied
Financial period: 1 July 2024 – 30 June 2025
Latest income: £2,328,949
Latest expenditure: £4,196,178
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: 3rd Floor, Midmoor House, 1-2 Kew Road, Richmond, TW9 2NQ

Website recorded by the regulator: www.richmondfoundation.org.uk (displayed as text)

02 Activities

What the charity does

Richmond Foundation administers a royal gift made in 1786 to help the community in Richmond. Through grant-giving, education support and charitable housing we seek to improve the quality of life of disadvantaged people within our benefit area

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 July 2024
Fin Period End Date: 30 June 2025
Ar Cycle Reference: AR25
Reporting Due Date: 30 April 2026
Date Annual Return Received: 20 January 2026
Date Accounts Received: 20 January 2026
Total Gross Income: £2,328,949
Total Gross Expenditure: £4,196,178

Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Cycle Reference: AR24
Reporting Due Date: 30 April 2025
Date Annual Return Received: 13 January 2025
Date Accounts Received: 13 January 2025
Total Gross Income: £2,603,309
Total Gross Expenditure: £3,915,611

Fin Period Start Date: 1 July 2022
Fin Period End Date: 30 June 2023
Ar Cycle Reference: AR23
Reporting Due Date: 30 April 2024
Date Annual Return Received: 15 January 2024
Date Accounts Received: 15 January 2024
Total Gross Income: £2,409,218
Total Gross Expenditure: £3,601,124

Fin Period Start Date: 1 July 2021
Fin Period End Date: 30 June 2022
Ar Cycle Reference: AR22
Reporting Due Date: 30 April 2023
Date Annual Return Received: 26 January 2023
Date Accounts Received: 26 January 2023
Total Gross Income: £2,724,222
Total Gross Expenditure: £4,180,348

Fin Period Start Date: 1 July 2020
Fin Period End Date: 30 June 2021
Ar Cycle Reference: AR21
Reporting Due Date: 30 April 2022
Date Annual Return Received: 17 November 2021
Date Accounts Received: 17 November 2021
Total Gross Income: £3,236,542
Total Gross Expenditure: £3,774,329

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 July 2024
Fin Period End Date: 30 June 2025
Ar Due Date: 30 April 2026
Ar Received Date: 20 January 2026
Total Gross Income: £2,328,949
Total Gross Expenditure: £4,196,178
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 60001 70000: 2
Count Salary Band 80001 90000: 1
Count Salary Band 100001 110000: 1
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Due Date: 30 April 2025
Ar Received Date: 13 January 2025
Total Gross Income: £2,603,309
Total Gross Expenditure: £3,915,611
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 70001 80000: 1
Count Salary Band 100001 110000: 1
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 July 2022
Fin Period End Date: 30 June 2023
Ar Due Date: 30 April 2024
Ar Received Date: 15 January 2024
Total Gross Income: £2,409,218
Total Gross Expenditure: £3,601,124
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 90001 100000: 1
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 July 2021
Fin Period End Date: 30 June 2022
Ar Due Date: 30 April 2023
Ar Received Date: 26 January 2023
Total Gross Income: £2,724,222
Total Gross Expenditure: £4,180,348
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 70001 80000: 1
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 July 2020
Fin Period End Date: 30 June 2021
Ar Due Date: 30 April 2022
Ar Received Date: 17 November 2021
Total Gross Income: £3,236,542
Total Gross Expenditure: £3,774,329
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: Yes
Count Salary Band 70001 80000: 1
Count Volunteers: 0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 July 2024
Fin Period End Date: 30 June 2025
Ar Due Date: 30 April 2026
Ar Received Date: 20 January 2026
Income Donations And Legacies: 19811
Income Other Trading Activities: 6510
Income Charitable Activities: 723555
Income Investments: 1059215
Income Other: 519858
Income Total Income And Endowments: 2328949
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £624,215
Expenditure Charitable Expenditure: £3,571,963
Expenditure Other: 0
Expenditure Total: 4196178
Expenditure Investment Management: 205031
Expenditure Grants Institution: 2313449
Expenditure Governance: 102896
Expenditure Support Costs: 730499
Expenditure Depreciation: 7289
Gain Loss Investment: 394270
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 455000
Gain Loss Other: 0
Reserves: £1,090,321
Assets Total Fixed: 116156661
Assets Own Use: 103956661
Assets Long Term Investment: 12200000
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,744,714
Assets Total Liabilities: £115,216
Assets Current Investment: 1375739
Assets Total Assets And Liabilities: £117,786,159
Creditors One Year Total Current: 115216
Creditors Falling Due After One Year: 0
Assets Cash: £70,487
Funds Endowment: 116695838
Funds Unrestricted: 1090321
Funds Restricted: 0
Funds Total: 117786159
Count Employees: 7
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 July 2023
Fin Period End Date: 30 June 2024
Ar Due Date: 30 April 2025
Ar Received Date: 13 January 2025
Income Donations And Legacies: 106640
Income Other Trading Activities: 0
Income Charitable Activities: 711446
Income Investments: 1773629
Income Other: 11594
Income Total Income And Endowments: 2603309
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £452,045
Expenditure Charitable Expenditure: £3,463,566
Expenditure Other: 0
Expenditure Total: 3915611
Expenditure Investment Management: 452045
Expenditure Grants Institution: 2484764
Expenditure Governance: 165735
Expenditure Support Costs: 749843
Expenditure Depreciation: 1688
Gain Loss Investment: 4446195
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 315000
Gain Loss Other: 0
Reserves: £600,108
Assets Total Fixed: 116947939
Assets Own Use: 58537228
Assets Long Term Investment: 58410711
Defined Benefit Pension Scheme: 0
Assets Other Assets: £2,005,527
Assets Total Liabilities: £149,348
Assets Current Investment: 1181415
Assets Total Assets And Liabilities: £118,804,118
Creditors One Year Total Current: 149348
Creditors Falling Due After One Year: 0
Assets Cash: £250,303
Funds Endowment: 118204010
Funds Unrestricted: 600108
Funds Restricted: 0
Funds Total: 118804118
Count Employees: 7
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 July 2022
Fin Period End Date: 30 June 2023
Ar Due Date: 30 April 2024
Ar Received Date: 15 January 2024
Income Donations And Legacies: 47500
Income Other Trading Activities: 0
Income Charitable Activities: 679967
Income Investments: 1679061
Income Other: 2690
Income Total Income And Endowments: 2409218
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £462,350
Expenditure Charitable Expenditure: £3,138,774
Expenditure Other: 0
Expenditure Total: 3601124
Expenditure Investment Management: 165683
Expenditure Grants Institution: 2256666
Expenditure Governance: 61666
Expenditure Support Costs: 553406
Expenditure Depreciation: 1688
Gain Loss Investment: 798971
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 500743
Gain Loss Other: 0
Reserves: £387,311
Assets Total Fixed: 114633104
Assets Own Use: 72807656
Assets Long Term Investment: 41825448
Defined Benefit Pension Scheme: 0
Assets Other Assets: £829,483
Assets Total Liabilities: £107,363
Assets Current Investment: 0
Assets Total Assets And Liabilities: £115,355,224
Creditors One Year Total Current: 107363
Creditors Falling Due After One Year: 0
Assets Cash: £327,661
Funds Endowment: 114967913
Funds Unrestricted: 387311
Funds Restricted: 0
Funds Total: 115355224
Count Employees: 5
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 July 2021
Fin Period End Date: 30 June 2022
Ar Due Date: 30 April 2023
Ar Received Date: 26 January 2023
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 638099
Income Investments: 2086123
Income Other: 0
Income Total Income And Endowments: 2724222
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £508,494
Expenditure Charitable Expenditure: £3,671,854
Expenditure Other: 0
Expenditure Total: 4180348
Expenditure Investment Management: 178707
Expenditure Grants Institution: 2387322
Expenditure Governance: 49263
Expenditure Support Costs: 382282
Expenditure Depreciation: 550000
Gain Loss Investment: -3479185
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 4612750
Gain Loss Other: 0
Reserves: £1,219,139
Assets Total Fixed: 113841426
Assets Own Use: 55881500
Assets Long Term Investment: 57959926
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,527,560
Assets Total Liabilities: £200,319
Assets Current Investment: 0
Assets Total Assets And Liabilities: £115,168,667
Creditors One Year Total Current: 200319
Creditors Falling Due After One Year: 0
Assets Cash: £988,942
Funds Endowment: 113949219
Funds Unrestricted: 1219139
Funds Restricted: 309
Funds Total: 115168667
Count Employees: 4
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 July 2020
Fin Period End Date: 30 June 2021
Ar Due Date: 30 April 2022
Ar Received Date: 17 November 2021
Income Donations And Legacies: 39984
Income Other Trading Activities: 0
Income Charitable Activities: 777009
Income Investments: 1912409
Income Other: 507140
Income Total Income And Endowments: 3236542
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £349,916
Expenditure Charitable Expenditure: £3,424,413
Expenditure Other: 0
Expenditure Total: 3774329
Expenditure Investment Management: 163909
Expenditure Grants Institution: 2343965
Expenditure Governance: 145096
Expenditure Support Costs: 311436
Expenditure Depreciation: 500000
Gain Loss Investment: 4307341
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 4103500
Gain Loss Other: 0
Reserves: £1,774,804
Assets Total Fixed: 113922063
Assets Own Use: 56893750
Assets Long Term Investment: 57028313
Defined Benefit Pension Scheme: 0
Assets Other Assets: £2,007,656
Assets Total Liabilities: £438,491
Assets Current Investment: 0
Assets Total Assets And Liabilities: £115,491,228
Creditors One Year Total Current: 438491
Creditors Falling Due After One Year: 0
Assets Cash: £1,320,574
Funds Endowment: 113553373
Funds Unrestricted: 1774804
Funds Restricted: 163051
Funds Total: 115491228
Count Employees: 4
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Surrey
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Richmond Upon Thames
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Greater London
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 107
Classification Type: What
Classification Description: Accommodation/housing

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 103
Classification Type: What
Classification Description: The Advancement Of Health Or Saving Of Lives

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 204
Classification Type: Who
Classification Description: People Of A Particular Ethnic Or Racial Origin

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

08 Official extract

Charity Event History

Charity Name: Richmond Foundation
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1968-08-12T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: SCHEME DATED 13/05/1991AS AMENDED BY ORDER DATED 27/07/2007AS AMENDED BY RESOLUTION DATED 19/12/2007AS AMENDED ON 06/04/2010AS AMENDED ON 17/04/2012AS AMENDED BY RESOLUTION DATED 23/04/2013AS AMENDED BY RESOLUTION DATED 24/09/2014AS AMENDED ON 16/06/2015AS AMENDED BY RESOLUTION DATED 07 JUN 2016AS AMENDED BY RESOLUTION DATED 14 FEB 2017 15 JUN 2017AS AMENDED ON 30 JUL 2018AS AMENDED BY RESOLUTION DATED 01 NOV 2023AS AMENDED BY SCHEME DATED 05 JUL 2024 as amended on 18 Sept 2024 as amended on 26 Feb 2019
Charitable Objects: (1) THE OBJECT OF THE CHARITY SHALL BE TO FURTHER ALL OR ANY OF THE FOLLOWING PURPOSES:-(1) THE RELIEF OF THE INHABITANTS OF THE LONDON BOROUGH OF RICHMOND UPON THAMES (THE INHABITANTS OF THE SAID LONDON BOROUGH BEING HEREINAFTER REFERRED TO AS “THE SAID INHABITANTS”) WHO ARE POOR OR OTHERWISE IN NEED BY REASON OF THEIR YOUTH, AGE, ILL-HEALTH, DISABILITY, FINANCIAL HARDSHIP OR OTHER DISADVANTAGE;(2) THE RELIEF OF DISTRESS AND SICKNESS AMONG THE SAID INHABITANTS;(3) THE PROVISION AND SUPPORT (WITH THE OBJECT OF IMPROVING THE CONDITIONS OF LIFE FOR THE SAID INHABITANTS IN THE INTERESTS OF SOCIAL WELFARE) OF FACILITIES FOR RECREATION OR OTHER LEISURE-TIME OCCUPATION;(4) THE PROVISION AND SUPPORT OF EDUCATIONAL FACILITIES FOR THE SAID INHABITANTS;(5) ANY OTHER CHARITABLE PURPOSES (WHETHER OR NOT OF A NATURE SIMILAR TO ANY OF THOSE HEREINBEFORE SPECIFIED) FOR THE BENEFIT OF THE SAID INHABITANTS.(2) THE TRUSTEES MAY APPROPRIATE THE LAND AND BUILDINGS BELONGING TO THE CHARITY OR ANY PART THEREOF FOR USE FOR ANY PURPOSE WITHIN THE OBJECT OF THE CHARITY.
Area Of Benefit: LONDON BOROUGH OF RICHMOND UPON THAMES

10 Official extract

Charity Other Names

Charity Name Id: 170435
Charity Name Type: Previous name
Charity Name: RPLC

Charity Name Id: 170419
Charity Name Type: Previous name
Charity Name: RICHMOND PARISH CHARITY LANDS

Charity Name Id: 170430
Charity Name Type: Previous name
Charity Name: RICHMOND PARISH LANDS CHARITY

11 Official extract

Charity Policy

Policy Name: Serious incident reporting policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Trustee expenses policy and procedures

Policy Name: Complaints handling

Policy Name: Conflicting interests

Policy Name: Risk management

Policy Name: Complaints policy and procedures

Policy Name: Investing charity funds policy and procedures

Policy Name: Investment

Policy Name: Internal risk management policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Bullying and harassment policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures