ABOUT US

FOUNDED

2002

£4,043,462

FINANCIAL ASSETS

ENDOWED ASSETS

£3,832,376

120

GRANTS IN 2017/2018 FINANCIAL YEAR

2017/2018 FINANCIAL YEAR GRANT AMOUNT

£176,976

THIS IS DANCEFEST, AN ORGANISATION PROMOTING DANCE DEVELOPMENT IN HEREFORDSHIRE

ABOUT US – WHAT WE DO

In Herefordshire, for Herefordshire – that’s why the Herefordshire Community Foundation exists. An independent charity making a real difference in and for our county.

COMMUNITY FOUNDATIONS…

  • Focus on fund development to give local communities an improved quality of life. We recognise that communities and voluntary organisations are the social ‘glue’ that binds our county together.
  • Help donors who want their charitable giving concentrated locally, secured over time and focused on specific aims.
  • Use locally-chosen, responsible trustees who understand Herefordshire’s needs.
  • Build local funds, so that help to the community can be long lasting. We know that the people of Herefordshire are generous in raising funds for good causes in the county. Our long-term endowment funds add to this, and safeguard monies for the future.
  • Handle funds on behalf of Government, Big Lottery Fund and other national organisations. Our knowledge of local networks means that funds reach those in need most efficiently.
  • Uniquely, we can give Government-funded grants and get GiftAid on donations destined for small organisations not registered as charities, who would otherwise be ineligible.
THROUGH ITS COMIC RELIEF FUND, HCF HELPED DANCEFEST’S JIGSAW PROJECT, WORKING WITH DISABLED AND NON-DISABLED PEOPLE IN HEREFORDSHIRE

ABOUT US – MEET THE TEAM

HCF has a board of trustees closely connected with different communities and interests in Herefordshire. Trustees are volunteers in line with our charitable status.

We are assisted by specialists who make recommendations. These grants panel members are selected for their expert knowledge of Herefordshire, its communities and the voluntary and community level organisations.

OUR PATRONS

The Dowager Countess of Darnley, Lord Lieutenant of Herefordshire.

The Right Reverend Richard Frith, Bishop of Hereford.

President: W. Lawrence Banks CBE, DL.

Lawrence Banks was the first chairman of the Foundation, from its inception in 2002. His family have lived in Kington for almost 200 years and have supported many causes in Herefordshire over that time. He has his own named fund with the Herefordshire Community Foundation.

Vice-president: Christine Forrester.

Christine has worked extensively with Third-Sector organisations around the world. She thought it odd that her home county did not have a Community Foundation and so in 2002, with the help of Richard Bulmer and Lawrence Banks, she set about establishing one. She remained a trustee for many years and is now Vice-President with her own named fund within the Herefordshire Community Foundation.

HEREFORDSHIRE COMMUNITY FOUNDATION TEAM

Left to right: Rachel Price Office Administrator, Claire Frowd Finance Officer, Philippa Spens CEO, and Sheenagh Davis Grants Officer.

We are all very happy to help with any questions that you may have.

THE TRUSTEES

Frank Myers MBE

Frank Myers MBE

Chairman

Frank Myers is a professional manager and management consultant with extensive experience of research and development, and business performance improvement.

He is currently chairman of the Herefordshire Business Board and a board member of the Marches Local Enterprise Partnership.

He is also a non-executive director of The Wye Valley NHS Trust and a trustee of The Queen Elizabeth’s Foundation for Disabled People.

Wilma Gilmour

Wilma Gilmour

Secretary

Wilma has lived in Hereford for 30 years and has three children. Her late husband, Richard Bulmer, was one of the founders of the Herefordshire Community Foundation.

She taught English at Whitecross High School in Hereford until 2003 and later worked for Herefordshire Youth Counselling Trust as a project co-ordinator. She qualified and worked as a marriage guidance counsellor with Herefordshire Relate and worked as a volunteer family support worker with Homestart.

Oliver Cooke

Oliver Cooke

Trustee

Oliver has over 30 years of financial and business development experience gained in a range of quoted and private companies including over ten years’ experience as a Public Company Director. He has considerable experience in the fields of acquisitions, disposals, fundraising, turnarounds, restructuring and strategic transformation. He is a Chartered Accountant and Fellow of the Association of Chartered Certified Accountants.

Oliver moved to Herefordshire with his wife and three daughters in 2010 and wishes that he had made the move many years earlier!

Nikki Foreman

Nikki Foreman

Trustee

Nikki is a qualified Company Secretary and has worked at Wye Valley NHS Trust for 10 years as Associate Director of Corporate Governance / Company Secretary. Her current role includes management of the Board and its Committees, Corporate Governance, Health and Safety, Risk Management, and Legal Advice..

Prior to her appointment at Wye Valley NHS Trust she was the Group Company Secretary at Shropshire Housing.

Nikki graduated from the Institute of Chartered Secretaries in 2004, and has recently been awarded Fellow status.

She moved to Hereford in 2016 with her husband to save the daily commute from Bucknell in Shropshire, and can now walk to work! She enjoys keeping fit by running and walking in the Brecon Beacons.

(Picture very soon!)

Will Lindesay

Will Lindesay

Trustee

Will has worked as a Chief Executive in the local third sector for 10 years, currently as the Chief Executive of hvoss (Herefordshire Voluntary Organisations Support Service), the leading infrastructure support organisation www.hvoss.org.uk.

In 2012, Will played a key role in establishing hvoss as a result of a merger of three local infrastructure support services.

MORE...

Prior to this, Will was Chief Executive of Herefordshire Voluntary Action (HVA) for six years and also Community Co-ordinator, heading up the South Wye Community Development Team as part of a seven years Single Regeneration Budget (SRB) programme. Will was born in South Wye, Hereford and attended local primary and secondary schools in the city.

 

 

Will’s career in the third sector spans 20 years in which he has undertaken a variety of volunteering, youth, community and sports development roles. He has extensive community networks, local knowledge and a track record of working effectively with statutory bodies, the private sector and voluntary sector representatives.

He is very passionate about the third sector, particularly community development, with a key interest in championing the contribution of volunteers, representing the needs of rural areas, and assisting smaller organisations overcoming barriers they face in accessing services and support.

Will has gained recent experience of managing change, mergers implementation and partnership development within a rapidly changing third sector. In 2014, Will has elected onto the Board of National Association for Voluntary and Community Action (NAVCA), a national movement of third sector organisations influencing government policy affecting the third sector.

Will serves on several local and regional boards and advisory committees in relation to the third sector. He is currently a trustee of Herefordshire Community Foundation, a leading VCS fund development and grant making organisation in Herefordshire.

Will is a keen sportsman in his spare time including running, football and most sports. Will is running the London Marathon on his birthday on 24th April 2016. He is running in aid of The Motor Neurone Disease Association (MNDA).

Will is aged 40. Married to Mandie, father to Benjamin and Daniel and step father to Charlotte.

Richard Morgan

Richard Morgan

Trustee

Richard is a Partner, Head of Litigation and Head of Harrison Clark Rickerbys’ Defence, Security and Forces sector services. He has specialised in civil and commercial litigation throughout his career. His work includes shareholder disputes, warranty and contract claims, springboard relief and enforcement of restrictive covenants. Richard also provides assistance to the Export Council of the British Security Industry Association (BSIA).

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He was instrumental in founding the Herefordshire Security and Defence Group, of which he is a board member, and has run a resettlement programme for service leavers at the SAS, RAF and via webinars for the entirety of UK armed forces. Richard has presented on security and defence issues at events in both the UK and abroad, hosted the DSO/MOD export road show at Qinetiq, and provides mentoring to numerous military leavers establishing new businesses in the sector. These activities led to HCR receiving the MoD’s Silver Award for services to the military in 2016.

 

Appointed as a deputy district judge in 2001, Richard works part-time as a civil court judge at Birmingham Civil Justice Centre.

He is also an accredited mediator with ADR Group, and has lectured in contract law at the Heart of Worcestershire College’s law school, for which he was made an honorary fellow of Staffordshire University, the degree-awarding body.

Sally Pettipher

Sally Pettipher

Trustee

Sally has worked in the charity sector for 20 years and is currently senior partner of a charity consultancy, director of a sports foundation and advisor to environmental and international development agencies.

She has previously been trustee of a medical research foundation and involved in education, criminal justice and sustainability projects. She is a keen sportswoman, rowing and coxing at Ross Rowing Club. She lives near Ross-on-Wye with her husband and son and a number of pigs and sheep.

David Snow

David Snow

Trustee

David enjoyed a career in the financial services industry in London for 20 years before returning to live in Herefordshire with his wife and three children.

He has a number of business interests locally and sits on the boards of several companies.

Andy Williams

Andy Williams

Trustee

Andy has been a Commercial Banker for over 27 years and is currently Branch Manager of Handelsbanken Hereford Branch.

He has worked in Hereford for three years having previously worked for Handelsbanken, and Barclays in the Home Counties and South Wales. Andy was previously a co-opted member of the Board of Governors at Basingstoke College of Technology and is an Associate of the Chartered Institute of Bankers (ACIB).

(Picture very soon!)

Shelagh Wynn

Shelagh Wynn

Trustee

Shelagh moved to Herefordshire in 2011 with her husband. She is a retired doctor, whose medical career was based in London, with a clinical practice in epilepsy. She was involved in post-graduate medical training at the Royal College of Physicians, and several medical organisations that promoted research and education in her field.

She serves as a trustee of the pension fund for the National Society for Epilepsy. Shelagh is on the executive committee of Herefordshire Growing Point, and has a keen interest in horticulture. She joined The Herefordshire Community Foundation as a trustee in August 2013.

WITH OUR HELP, THE QUAKE CAFE AT THE BRASSHOUSE COMMUNITY CENTRE, HAS BEEN GIVING CHEF SKILLS TO YOUNG WOMEN

ABOUT US – ACCOUNTS AND ANNUAL REPORTS

These reports are directly from the Charity Commissioners. Click a report to download/view the PDF document.

THE HEREFORD ARTS AND OLDER PEOPLE PROJECT GOT PERFORMANCE FUNDING

CONTACT US

Herefordshire Community Foundation,
The Fred Bulmer Centre,
Wall Street, Hereford HR4 9HP
Registered Charity No. 1094935
Registered in England and Wales No. 4468139

t: 01432 272550

ceo@herefordshirecf.org

Tell us your queries about our work. Use the form, email or phone. If, and we hope this will not be the case, you wish to make a complaint, then the procedure is shown below.

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Croque-en-Bouche Web Design

 

THE COMPLAINTS PROCEDURE AT HCF
  1. Our Approach to Complaints

Herefordshire Community Foundation is committed to providing a quality service to our stakeholders. Staff also strive to present themselves in a professional and courteous manner at all times. One of the ways in which The Foundation can continue to improve the service we offer is to listen and respond to the views of all our stakeholders, and we view complaints as an opportunity to learn, as well as being the chance to put things right for the person or organisation making the complaint.

Our policy and approach to complaints is:

  • there is an open and transparent procedure for making a complaint.
  • the complaints procedure is publicised so that people know how to contact us to make a complaint.
  • the complaint is deal with promptly, politely and appropriately.
  • there is an appropriate response – for example, with an explanation, or an apology where we have got things wrong, or information on any action taken etc..
  • a confidential file of all complaints is kept centrally, and all information concerning a complaint will be handled with total discretion.

 

  1. How to Make a Complaint

2.1 If you have a complaint, please contact us as soon as possible.

2.2 All complaints should be made in writing, by e-mail or letter. When writing or e-mailing your complaint appropriate contact details should be provided such as an email address or a full postal address. Please address your complaint to the Foundation’s Chief Executive Officer at:

The CEO,
Herefordshire Community Foundation,
The Fred Bulmer Centre, Wall Street,
Hereford HR4 9HP

E-mail: ceo@herefordshirecf.co.uk

2.3 If the complaint relates to the CEO, the complaint should be made in writing, by letter or in email, to the Chairman of the HCF, Mr Frank Myers, at:

FAO of The Chairman only,
Herefordshire Community Foundation,
The Fred Bulmer Centre, Wall Street,
Hereford HR4 9HP

E-mail: chairman@herefordshirecf.co.uk

  1. The Process - Grants

3.1 Complaints relating to grant-making will be assessed by the CEO, and a response will be sent within 5 working days of receipt. If it is not possible to issue a full reply within this time – for instance, because a detailed investigation is required – we will tell you what is being done to deal with your complaint, when you can expect the full reply, and from whom. The CEO is required to report all complaints to the Board of the Foundation, so they can monitor the handling of the complaint and ensure an appropriate response is given.

3.2 If you are not satisfied with the final response from the CEO, you may ask for your complaint to be referred to the Chair of the Trustees, for further investigation.

3.3  The referral will be acknowledged within 5 days of receipt, and the Chair of the Board will aim to produce a decision within 20 days. If this is not possible, you will be told what is being done to deal with your complaint and when you can expect the reply.

3.4 If following this second response you remain dissatisfied, and if the nature of your complaint relates to funding received or not received, you can re-direct your complaint to the funding body, where this is appropriate.

  1. The Process - Other complaints

4.1 Complaints relating to any non-grant making issue will be dealt with by the CEO, and a response will be sent within 5 working days of receipt. If it is not possible to issue a full reply within this time – for instance, because a detailed investigation is required – we will tell you what is being done to deal with your complaint, when you can expect the full reply, and from whom. Again, all complaints will be notified to the Board of Trustees, so that they can monitor the action taken.

4.2 If you are not satisfied with the response from the CEO, you may ask for your complaint to be referred to the Chair of the Trustees.

4.3 Complaints will be acknowledged within 5 days of receipt, and the Chair of the Trustees will aim to produce a decision within 20 days. If this is not possible, you will be told what is being done to deal with your complaint and when you can expect the reply. Any decision will be final.

 

External stage

A complainant can complain to the Charity Commission at any stage. Information about the kind of complaints the Commission can involve itself in may be found on their website at: charitycommission.gov.uk/publications/cc47.aspx