Finance Score: 2

Governance Score: 9

Support Score: 0

Strong growth: +2

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 11

HEREFORDSHIRE COMMUNITY FOUNDATION

This is a grant making charity, you can view its grants here

Herefordshire Community Foundation is a local, independent grant making organisation. It develops local philanthropic giving in order to support local activities and also adminsters a variety of different charitable funds. Grants can be given to local charities or community groups and cover all ages and many different activities. The organisation normally works within the county boundaries.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/03/23		£1,069	£954	£115	£13	£6,921	£188	2.4	5
31/03/22		£951	£998	£-47	£2	£6,335	£167	2	4
31/03/21		£720	£718	£2	£0	£5,706	£108	1.8	3
31/03/20		£551	£593	£-43	£3	£4,558	£90	1.8	3
31/03/19		£256	£468	£-212	n/a	n/a	n/a	n/a	n/a
31/03/18		£632	£317	£315	£0	£4,496	£86	3.3	2
31/03/17		£287	£239	£49	£0	£0	£0	n/a	0
31/03/16		£307	£384	£-78	£0	£0	£0	n/a	0
31/03/15		£216	£441	£-225	£0	£0	£0	n/a	0
31/03/14		£1,766	£143	£1,622	£50	£3,411	£37	3.1	2
31/03/13		£171	£153	£18	£0	£0	£0	n/a	0
31/03/12		£475	£130	£345	£0	£0	£0	n/a	0
31/03/11		£334	£152	£183	£0	£0	£0	n/a	0
31/03/10		£401	£353	£48	£0	£0	£0	n/a	0
31/03/09		£1,016	£236	£780	£4	£936	£58	3	1
31/03/08		£380	£393	£-13	£0	£0	£0	n/a	0
31/03/07		£419	£420	£0	£0	£0	£0	n/a	0
31/03/06?	*	£399	£304	£96	£0	£0	£0	n/a	0
23/12/04	*	£261	£256	£5	£0	£0	£0	n/a	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 5%
Unrestricted Funds/Total Funds: 3%
Reserves/Spending: 2.4 months
Net Current Assets/Spending: 9 months
Quick Ratio: 13.4

Asset Split ?

Established: 21 years

www.herefordshirecf.org

ceo@herefordshirecf.org

01432272550

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Acts as an umbrella or resource body
Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides services

Where it operates

Herefordshire,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities
The General Public/Mankind

Who works here?

5 employees

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Fir Bank Primary School and Friends of Fir Bank
£2,413	23/10/2021	We would use the money to provide for our library, a teepee to be used as a quiet calming space and non fiction books that all the children can access.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Based on 11/12 persons

Age Range of Trustees: 38-78

ALEX DAVIES Appointed: 2022, Occupation: Trustee

NELL PEARCE-HIGGINS Appointed: 2022, Occupation: Trustee

PATRICIA CLAIRE HODSOLL THOMAS Appointed: 2023, Occupation: Trustee

SARAH LOUISE DE ROHAN Appointed: 2023

SHELAGH JEAN MACSORLEY WYNN Appointed: 2020, Occupation: Retired

FRANK MYERS (Chair) Appointed: 2016, Occupation: Retired, Other trusteeships: COMMUNITY FIRST IN HEREFORDSHIRE & WORCESTERSHIRE, Haberdashers' Monmouth School Friends,

GEOFFREY JOHN HUGHES Appointed: 2018, Occupation: Self Employed

JEREMY WILDING Appointed: 2023, Occupation: Trustee, Other trusteeship: CONINGSBY'S HOSPITAL,

KAREN HALL Appointed: 2021, Occupation: Trustee

LAURA HUGHES Appointed: 2020, Occupation: Self Employed

PHILIPPA PATRICIA SPENS Appointed: 2021, Occupation: Trustee, Other trusteeship: FRIENDS OF DORE ABBEY,

ANTONY JOHN INNES LOWTHER Appointed: 2018, Occupation: Managing Director, Other trusteeships: WHITCHURCH AND GANAREW MEMORIAL HALL, TUDORVILLE & DISTRICT COMMUNITY CENTRE (TDCC),

Legal constitution

Charitable company registered in England & Wales on 05/12/2002, number: 1094935
Registered at Companies House on 24/06/2002, number: 04468139

Gift Aid

Registered with HMRC for Gift Aid

Event History

22/04/2013 - Asset transfer in from HEREFORDSHIRE COUNTY PROFICIENCY TESTS COMMITTEE
09/01/2014 - Asset transfer in from THE JOANIES TRUST
18/07/2016 - Asset transfer in from FRANCES NOBLE
18/07/2016 - Asset transfer in from ELLSMORE'S ANNUITY
18/07/2016 - Asset transfer in from POORS LAND - MUCH MARCLE
18/07/2016 - Asset transfer in from JOHN SKINNER
18/07/2016 - Asset transfer in from WILLIAM NOBLE
18/07/2016 - Asset transfer in from NO MAN'S ACRE
18/07/2016 - Asset transfer in from MATILDA CHELLINGWORTH
18/07/2016 - Asset transfer in from ISAAC AILWAY
18/07/2016 - Asset transfer in from MUCH MARCLE UNITED CHARITIES
12/09/2017 - Asset transfer in from JOHN ARKWRIGHT TRUST
12/09/2017 - Asset transfer in from THE HEREFORDSHIRE SCHOOL AND VILLAGE LIBRARIES
03/07/2018 - Asset transfer in from THE CHARLOTTE EMMA BALLARD TRUST
08/09/2021 - Asset transfer in from LONGTOWN PLAYGROUP

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

19 returns made; AR06: 261 days late, AR04: 7 days late,

Main office

THE FRED BULMER CENTRE
WALL STREET
HEREFORD
HR4 9HP

Objectives

1. THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE COUNTY OF HEREFORDSHIRE AND IN PARTICULAR THE ADVANCEMENT OF EDUCATION THE PROTECTION OF GOOD HEALTH BOTH MENTAL AND PHYSICAL AND THE RELIEF OF POVERTY AND SICKNESS;2. OTHER EXCLUSIVELY CHARITABLE PURPOSES IN THE UNITED KINGDOM AND ELSEWHERE WHICH ARE IN THE OPINION OF THE TRUSTEES BENEFICIAL TO THE PUBLIC INCLUDING THE COMMUNITY IN THE COUNTY OF HEREFORDSHIRE.

Defined Area of Benefit:

THE PUBLIC INCLUDING THE COMMUNITY IN THE COUNTY OF HEREFORDSHIRE.

Data Sources