FRANCIS COALES CHARITABLE FOUNDATION — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 3 February 1976
Removed: Not supplied
Financial period: 1 January 2025 – 31 December 2025
Latest income: £119,708
Latest expenditure: £133,812
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: The Old Rectory, Rectory Way, Lympsham, WESTON-SUPER-MARE, BS24 0EW

Website recorded by the regulator: franciscoales.co.uk (displayed as text)

02 Activities

What the charity does

TO ASSIST WITH GRANTS FOR THE STRUCTURAL REPAIR OF OLD BUILDINGS (BUILT BEFORE 1875) WHICH ARE OPEN TO THE PUBLIC. PREFERENCE IS GIVEN TO CHURCHES AND THEIR CONTENTS IN THE COUNTIES OF BEDFORDSHIRE, BUCKINGHAMSHIRE, HERTFORDSHIRE AND NORTHAMPTONSHIRE. THERE IS NO TERRITORIAL RESTRICTION IN RESPECT OF CONSERVATION OF MONUMENTS AND MONUMENTAL BRASSES. GRANTS ARE OCCASIONALLY MADE TOWARDS PUBLICATION

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 October 2026
Date Annual Return Received: 5 June 2026
Date Accounts Received: 5 June 2026
Total Gross Income: £119,708
Total Gross Expenditure: £133,812

Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 October 2025
Date Annual Return Received: 5 September 2025
Date Accounts Received: 5 September 2025
Total Gross Income: £117,420
Total Gross Expenditure: £118,765

Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 October 2024
Date Annual Return Received: 6 August 2024
Date Accounts Received: 6 August 2024
Total Gross Income: £122,429
Total Gross Expenditure: £116,999

Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 October 2023
Date Annual Return Received: 26 September 2023
Date Accounts Received: 26 September 2023
Total Gross Income: £149,302
Total Gross Expenditure: £120,004

Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 October 2022
Date Annual Return Received: 27 July 2022
Date Accounts Received: 27 July 2022
Total Gross Income: £134,468
Total Gross Expenditure: £132,270

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 January 2025
Fin Period End Date: 31 December 2025
Ar Due Date: 31 October 2026
Ar Received Date: 5 June 2026
Total Gross Income: £119,708
Total Gross Expenditure: £133,812
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: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 5 September 2025
Total Gross Income: £117,420
Total Gross Expenditure: £118,765
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: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 6 August 2024
Total Gross Income: £122,429
Total Gross Expenditure: £116,999
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: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 26 September 2023
Total Gross Income: £149,302
Total Gross Expenditure: £120,004
Charity Raises Funds From Public: 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: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 27 July 2022
Total Gross Income: £134,468
Total Gross Expenditure: £132,270
Charity Raises Funds From Public: 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: No
Count Volunteers: 0

05 Official extract

Charity Area Of Operation

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

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

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

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

06 Official extract

Charity Classification

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

Classification Code: 112
Classification Type: What
Classification Description: Environment/conservation/heritage

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

07 Official extract

Charity Event History

Charity Name: FRANCIS COALES CHARITABLE FOUNDATION
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1976-02-03T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 31 DECEMBER 1975 AMENDED BY MEMORANDUM DATED 7 OCTOBER 1991
Charitable Objects: TO PROVIDE FUNDS DIRECTLY OR BY WAY OF GRANT OR LOAN TOWARDS I) THE COST OF ANTIQUARIAN RESEARCH ARCHAEOLOGICAL OR OTHER METHODS ON SITES, BUILDINGS, OBJECTS, DOCUMENTS AND OTHER RELEVANT MATERIAL DATING FROM BEFORE 1875 INCLUDING THE COSTS OF PRINTING AND PUBLICATION (IN WRITING OR ORALLY) OF BOOKS THESES DOCUMENTS AND LECTURES CONCERNED WITH SUCH ANTIQUARIAN RESEARCH. II) THE REPAIR OR RESTORATION OF ANY ECCLESIASTICAL OR OTHER BUILDINGS FROM TIME TO TIME OPENED TO PUBLIC VIEW WHICH SHALL HAVE BEEN BUILT BEFORE THE YEAR 1875. III) THE PURCHASE OF ANY LAND OR BUILDING FOR THE PURPOSE OF CARRYING OUT RESEARCH ON OR RESTORATION OF THE SAME. IV) THE PURCHASE AND STOCKING OF A PUBLIC LIBRARY. V) THE PURCHASE OF ARCHIVES PAPERS AND OTHER ITEMS OF SUFFICIENT EDUCATIONAL, HISTORICAL OR OTHER ANTIQUARIAN INTEREST AND THE REPAIR AND CONSERVATION OF SUCH ITEMS WHETHER IN MUSEUMS, LIBRARIES OR PUBLIC RECORD OFFICES PROVIDED ALWAYS THAT SUCH ARCHIVES PAPERS AND OTHER ITEMS SHALL ALWAYS BE AVAILABLE FOR VIEW BY THE PUBLIC.
Area Of Benefit: NOT DEFINED

09 Official extract

Charity Policy

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investment

Policy Name: Internal risk management policy and procedures

Policy Name: Conflicting interests

Policy Name: Investing charity funds policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Risk management

Policy Name: Trustee expenses policy and procedures

Policy Name: Serious incident reporting policy and procedures