THE OLD HEREFORDIAN FUND CIO

Registered charity 1193285 · accounts filings on the Charity Commission register

Objects of the charity are to carry out the wishes of Arthur Zimmermann's bequest of his estate through the provision of grants to the Hereford Cathedral School.

Causes: Education/training · Grant history (this charity is a funder) · Get email alerts

Financial health, per its FY2024 accounts

The accounts state that free reserves are £112,000, which is below the trustees' stated policy target of three months of unrestricted charitable expenditure. The charity reported a net income of £252,239 for the period, funded primarily by investment income and donations, with significant unrestricted funds held in investments and property.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Property (HM Land Registry)

6 registered titles in England and Wales held by the charity’s company or corporate body (6 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 05/04/2023)

Reported reserves equal ~2.7 months of spending — below the median for charities its size (median 7.0 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (94% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.1% of total income — below the median for charities its size (2.9%) (benchmarks).

Trustees · trustee networks

• Clive Roger Potter
• Dr LOUISE ANN SEAL · trustee of 1 other charity
• Gillian Ann Rivers · trustee of 1 other charity
• Graham Leslie KEMP · trustee of 1 other charity
• Jonathan Richard Sheldon · trustee of 3 other charities
• Joseph Adam Goldsmith
• MARK ELLIS · trustee of 1 other charity
• NICHOLAS CRANFIELD BOLT
• Peter Henry Williams
• RICHARD ANTHONY HAMMONDS
• RICHARD JOHN BINNERSLEY

Trustee list from the Charity Commission register (current, not historical).

Operates in: Herefordshire

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE HEREFORD CATHEDRAL PERPETUAL TRUST.

• THE HEREFORD CATHEDRAL PERPETUAL TRUST income £618k
• THE FRIENDS OF HEREFORD CATHEDRAL income £126k
• HEREFORD CATHEDRAL SCHOOL income £13.6m
• THE HEREFORD DIOCESAN BOARD OF FINANCE income £6.0m
• THE HERITAGE FOUNDATION income £463k
• THE ARCHIE SHERMAN CARDIFF FOUNDATION income £167k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.