Finance Score: 2

Governance Score: 9

Support Score: 0

Strong growth: +2

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

Overall weighted support: +0

Overall GiG Score: 11

HERTFORDSHIRE COMMUNITY FOUNDATION

Hertfordshire Community Foundation has five main areas of activity: * Development and management of charitable funds * Grant making * Capacity building, community support and cross section liaison * Research * Other services relating to the development and delivery of philanthropy.

Analysis by Giving is Great

Positives:

The charity has received modest backing from a grant maker
This charity has an endowment fund which generates much of its income. Its latest spending amounts to 44.3% of total funds
There has been strong growth in spending over the last 5 years
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 £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£6,142	£6,127	£15	£193	£13,828	£357	0.7	20	3
31/03/22	£4,802	£4,601	£201	£134	£14,786	£82	0.2	13	3
31/03/21	£3,254	£2,798	£456	£0	£0	£0	n/a	11	0
31/03/20	£2,058	£1,492	£566	£138	£11,081	£8	0.1	10	4
31/03/19	£1,970	£1,510	£460	£145	£11,269	£1	0	9	7
31/03/18	£1,212	£1,236	£-24	£117	£10,345	£0	0	8	0
31/03/17	£1,162	£927	£234	£148	£10,386	£3	0	8	0
31/03/16	£1,034	£832	£203	£136	£9,144	£3	0	7	0
31/03/15	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Senior Staff Costs/Total Spending: 1%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 2%
Liabilities/Income: 4%
Unrestricted Funds/Total Funds: 3%
Reserves/Spending: 0.7 months
Net Current Assets/Spending: 1 months
Quick Ratio: 2.3

Asset Split ?

Balance Sheet History

Established: 11 years

www.hertscf.org.uk

office@hertscf.org.uk

01707251351

Charity Commission for England and Wales

Tweets

Listed activities

General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

General Community services

How it operates

Makes grants to individuals
Makes grants to organisations

Where it operates

Hertfordshire,

Who it helps

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

Who supports them? ?

Donations from Grant Makers ?

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

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Main Grants award
£5,000	28/02/2018	Life on the Home Front, a County at War (a Hertfordshire based film project)

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Age Range of Trustees: 48-77

AUGUSTUS PHILIP JUDE MACHADO Appointed: 2019, Occupation: Company Director

DR SYD NADIM Appointed: 2023, Occupation: Company Director

HENRY HOLLAND HIBBERT Appointed: 2014, Occupation: Director

JOHN DONALDSON SANER Appointed: 2017, Occupation: Solicitor

JAMES HOPKINS Appointed: 2023, Occupation: Chief Executive

JONATHAN DAVID ARROWSMITH Appointed: 2021, Occupation: Investment Banker

PROFESSOR PENELOPE JANE CAREY Appointed: 2024, Occupation: Dean Of The Schools Of Law And Education

SALLY DENISE BURTON Appointed: 2018, Occupation: Retired (Solicitor)

SUZANA ROSE HARVEY Appointed: 2019, Occupation: Director

SUZANNE WESTLAKE Appointed: 2019, Occupation: Manager

TERENCE LIAM FRANCIS DOURIS Appointed: 2017, Occupation: County Councillor

Legal constitution

Charitable company registered in England & Wales on 10/03/2014, number: 1156082
Registered at Companies House on 28/11/2013, number: 08794474

Gift Aid

Registered with HMRC for Gift Aid

Event History

14/04/2016 - Asset transfer in from THE HERTFORDSHIRE COMMUNITY FOUNDATION
16/02/2017 - Asset transfer in from THE JUDITH SHRIMPTON FUND
28/09/2022 - Asset transfer in from THE BOWLEY CHARITY
04/10/2022 - Asset transfer in from FRIENDS OF BUSHEY SENIORS
23/05/2023 - Asset transfer in from THE KATIE CHOULES MEMORIAL TRUST
24/01/2024 - Asset transfer in from HERTFORDSHIRE EDUCATIONAL FOUNDATION

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
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

9 returns made; all on time

Recent reorganisation events:

Asset transfer in from THE BOWLEY CHARITY on 28/09/2022
Asset transfer in from FRIENDS OF BUSHEY SENIORS on 04/10/2022
Asset transfer in from THE KATIE CHOULES MEMORIAL TRUST on 23/05/2023

....more

Main office

Hertfordshire Community Foundation
Foundation House
2-4 Forum Place
Fiddlebridge Lane
Hatfield
AL10 0RN

Objectives

A. THE PROMOTION OF ANY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY IN THE COUNTY OF HERTFORDSHIRE AND ITS IMMEDIATE NEIGHBOURHOOD AND IN PARTICULAR THE ADVANCEMENT OF EDUCATION, THE PROTECTION OF GOOD HEALTH BOTH MENTAL AND PHYSICAL AND THE RELIEF OF POVERTY AND SICKNESS; B. OTHER EXCLUSIVELY CHARITABLE PURPOSES.

Data Sources

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