Hertford British Charitable Fund
Manage assets to generate income to make grants to charities and, through them, to individuals to (a) preserve, protect, improve & enhance the medical, social, psychological, physical & community health & well-being ; (b) provide relief for those in need, hardship or distress and (c) promote the advancement of health by fostering collaboration between the UK and France in the medical field
Financial health, per its FY2025 accounts
The accounts state that the charity holds substantial unrestricted reserves of £44,455,538, although the majority of these assets are tied up in property held by a holding trustee or pledged as security for significant loans. The charity reports a net movement in funds of £4,701,000 for the year, driven largely by unrealized valuation gains on its investment properties and financial assets, while relying on rental income and investment returns to cover operating costs and charitable grants. The trustees and auditors confirm the use of the going concern basis with no material uncertainties identified, despite the charity's heavy reliance on its property portfolio and investment funds to service debt and fund future redevelopment.
What the accounts disclose
“Reserves policy: approved by the Trustees on 16th June 2021 (and modified on 18th June 2025 to reduce the minimum cash holding from €1 million to €500,000).” — page 7
“the Secretary of State for Foreign, Commonwealth and Development Affairs who is, by virtue of that office, Minister of Public Building and Works, acts as holding trustee for the Charity’s properties.”
Corporate structure
- Registered company of the charity Companies House 00878934
Leadership, per the charity’s website
- Ian McDonald — Trustee
- Sandra Esquiva-Hesse — Trustee
Company officers (Companies House)
- HARTY, Frederick Bryan Simon on trustee list
- HOLMES, John Eaton, Sir on trustee list
- GOATLY, Janet Stewart on trustee list
- HOWES, Julia Elisabeth on trustee list
- KAY, Matthew James on trustee list
- JOHNSON-FERGUSON, Paul on trustee list
- BACHE, Julia on trustee list
- ESQUIVA-HESSE, Sandra Janine on trustee list
- COWEN, Stephen on trustee list
- MCDONALD, Ian on trustee list
Structured financials (annual return, FY ending 31/12/2025)
Register events
- Received assets from another charity (11/03/2026)
Trustees
- Paul Johnson-Fergusonchair
- Frederick Bryan Simon HARTY
- IAN MCDONALD
- JULIA BACHE
- JULIA HOWES
- Janet Stewart Goatly
- Matthew Kay
- SANDRA ESQUIVA-HESSE
- STEPHEN COWEN
- Sir John Eaton Holmes
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £2.9m | £2.3m |
| 31/12/2024 | £1.9m | £1.5m |
| 31/12/2023 | £2.0m | £1.8m |
| 31/12/2022 | £2.6m | £992k |
| 31/12/2021 | £2.3m | £1.8m |
Common questions
Is Hertford British Charitable Fund financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds substantial unrestricted reserves of £44,455,538, although the majority of these assets are tied up in property held by a holding trustee or pledged as security for significant loans. The charity reports a net movement in funds of £4,701,000 for the year, driven largely by unrealized valuation gains on its investment properties and financial assets, while relying on rental income and investment returns to cover operating costs and charitable grants. The trustees and auditors confirm the use of the going concern basis with no material uncertainties identified, despite the charity's heavy reliance on its property portfolio and investment funds to service debt and fund future redevelopment. Its FY2025 accounts were audited by Grant Thornton NI LLP.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ASSOCIATION OF NHS CHARITIES | 1 | £55k |
| THE REISNER CHARITABLE FOUNDATION LTD | 1 | £5k |
| Evergreen Care UK | 1 | £500 |
Charities like this
- THE FRENCH HUGUENOT CHURCH OF LONDON CHARITABLE TRUST
- LADY HARRIET BENTINCK TRUST FUND
- CHARITWORTH LIMITED
- THE EARL OF SOUTHAMPTON TRUST
- HEDLEY FOUNDATION LIMITED
- Harrogate Hospital and Community Charity, supported by Friends of Harrogate Hospital
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| Hertford British Charitable Fund | £2.9m | — | — | above | — | no doubt |
| THE FRENCH HUGUENOT CHURCH OF LONDON CHARITABLE TRUST | £451k | — | 0 | above | — | no doubt |
| LADY HARRIET BENTINCK TRUST FUND | £376k | — | 0 | unclear | — | no doubt |
| CHARITWORTH LIMITED | £3.3m | — | 0 | unclear | — | no doubt |
| THE EARL OF SOUTHAMPTON TRUST | £181k | — | 0 | above | — | no doubt |
| HEDLEY FOUNDATION LIMITED | £1.5m | — | 0 | above | — | no doubt |