Hertford British Charitable Fund

Charity number: 248198
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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

Income and expenditure

Data for financial year ending 31 December 2023

Total income:
£2,024,774

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Donations and legacies £0
Charitable activities £0
Other trading activities £0
Investments £2.02m
Other £0

Total expenditure:
£1,843,218

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Raising funds £1.24m
Charitable activities £607.35k
Other £0

-£66,959 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £1.24m
Charitable expenditure £607.35k
Retained for future use £181.56k

People

1 Employee(s)

13 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£110k to £120k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • The Advancement Of Health Or Saving Of Lives
  • Disability
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
  • Provides Other Finance
  • Provides Human Resources
  • Provides Buildings/facilities/open Space
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • France

Governance

Registration history:
  • 02 January 1969: Standard registration
Organisation type:
Charitable company
Other names:
  • HOPITAL FRANCO BRITANNIQUE (Working name)
  • HOPITAL FRANCO-BRITANNIQUE (Working name)
  • HERTFORD BRITISH HOSPITAL CORPORATION, PARIS (Previous name)
Company number:
00878934 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

13 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Ian Francois Bernard Gosling Trustee 03 April 2025
HERTFORD BRITISH HOSPITAL, PARIS
Received: On time
SHIRE HALL (DORCHESTER) TRUST
Received: On time
THE DORCHESTER CIVIC SOCIETY
Received: On time
PETER TERRELL Trustee 03 April 2025
HERTFORD BRITISH HOSPITAL, PARIS
Received: On time
CHRISTOPHER MICHAEL WICKER Trustee 03 April 2025
HERTFORD BRITISH HOSPITAL, PARIS
Received: On time
IAN MCDONALD Trustee 03 April 2025
HERTFORD BRITISH HOSPITAL, PARIS
Received: On time
Dr JULIA BACHE Trustee 03 April 2025
HERTFORD BRITISH HOSPITAL, PARIS
Received: On time
SUSAN CHEYNE FCA Trustee 03 April 2025
HERTFORD BRITISH HOSPITAL, PARIS
Received: On time
Paul Johnson-Ferguson Trustee 03 April 2025
HERTFORD BRITISH HOSPITAL, PARIS
Received: On time
Richard Hallows Trustee 03 April 2025
HERTFORD BRITISH HOSPITAL, PARIS
Received: On time
Matthew Kay Trustee 03 April 2025
HERTFORD BRITISH HOSPITAL, PARIS
Received: On time
JULIA HOWES Trustee 03 April 2025
HERTFORD BRITISH HOSPITAL, PARIS
Received: On time
RICHARD DOUGLAS PAUL SEGUIN Trustee 03 April 2025
None on record
STEPHEN COWEN Trustee 03 April 2025
None on record
SANDRA ESQUIVA-HESSE Trustee 03 April 2025
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £3.51m £3.34m £2.28m £2.56m £2.02m
Total expenditure £2.44m £2.63m £1.75m £992.31k £1.84m
Income from government contracts £767.86k £694.59k £42.99k N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £0 £0 £0 £0 £0
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £1.17m £968.29k £53.42k £0 £0
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £2.35m £2.37m £2.22m £2.56m £2.02m
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £1.39m £1.39m £416.56k £712.81k £607.35k
Expenditure - Raising funds £1.05m £1.25m £1.34m £279.51k £1.24m
Expenditure - Governance £71.89k £98.10k £353.54k £597.78k £399.66k
Expenditure - Grants institution £250.14k £50.43k £63.02k £115.03k £139.60k
Expenditure - Investment management £1.05m £1.25m £1.34m £279.51k £1.24m
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Own use assets £2.30m £2.31m £2.03m £11.25m £11.24m
Long-term investments £45.35m £48.91m £48.65m £39.08m £39.19m
Other assets £3.40m £4.81m £3.95m £4.00m £2.75m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £5.50m £6.75m £5.32m £2.44m £1.94m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 10 October 2024 On Time
Accounts and TAR 31 December 2023 10 October 2024 On Time Download Open in new window
Annual return 31 December 2022 06 July 2023 On Time
Accounts and TAR 31 December 2022 06 July 2023 On Time Download Open in new window
Annual return 31 December 2021 25 October 2022 On Time
Accounts and TAR 31 December 2021 25 October 2022 On Time Download Open in new window
Annual return 31 December 2020 26 October 2021 On Time
Accounts and TAR 31 December 2020 26 October 2021 On Time Download Open in new window
Annual return 31 December 2019 26 October 2020 On Time
Accounts and TAR 31 December 2019 26 October 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 10 MAY 1966 AS AMENDED 26 APRIL 1979, 29 MAY 1996 AND 27 JANUARY 1999. AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 31 JAN 2024 as amended on 16 Jan 2024

Charitable objects

THE OBJECTS OF THE CHARITY ARE: A) TO PRESERVE, PROTECT, IMPROVE AND ENHANCE THE PHYSICAL, MENTAL AND EMOTIONAL HEALTH OF THE PREFERRED BENEFICIARIES AND OTHER PERSONS RESIDING IN THE COMMUNITIES IN WHICH THEY LIVE INCLUDING BUT NOT LIMITED TO THE PROVISION OF GRANTS AND THE PROVISION OF COMMUNITY FACILITIES AND RESOURCES FOR VOLUNTARY ORGANISATIONS; B) THE RELIEF OF THOSE IN NEED, HARDSHIP OR DISTRESS IN PARTICULAR BUT WITHOUT LIMITATION FOR PREFERRED BENEFICIARIES, INCLUDING BUT NOT LIMITED TO THE PROVISION OF ACCOMMODATION SUCH AS CONVALESCENT AND RETIREMENT HOMES AND THE PAYMENT OF COSTS TOWARDS STUDY FOR A PROFESSION, TRADE OR CALLING; AND C) THE ADVANCEMENT OF HEALTH BY FOSTERING COLLABORATION AND COOPERATION BETWEEN BRITAIN AND FRANCE IN THE MEDICAL AND PARA-MEDICAL FIELDS, IN PARTICULAR BUT NOT EXCLUSIVELY BY MAKING GRANTS TO SUPPORT APPLIED RESEARCH INTO HUMAN HEALTH, HOSPITAL CARE (WITH A PREFERENCE FOR SUPPORTING HOSPITAL CARE FOR PREFERRED BENEFICIARIES) OR SUCH OTHER MEANS AS THE TRUSTEES CONSIDER APPROPRIATE, INCLUDING BUT NOT LIMITED TO, MEDICAL RESEARCH, MEDICAL EDUCATION AND THE FOSTERING OF ANGLO-FRENCH CO-OPERATION IN THE MEDICAL FIELD; PREFERRED BENEFICIARIES SHALL MEAN PERSONS RESIDENT IN FRANCE WHO ARE BRITISH AND THEIR IMMEDIATE CLOSE RELATIVES AND OTHER PERSONS RESIDENT IN FRANCE WITH BRITISH CONNECTIONS OR ASSOCIATIONS INCLUDING (BUT WITHOUT LIMITATION) PERSONS WHO HAVE IN THE PAST BEEN RESIDENT IN THE UNITED KINGDOM. VOLUNTARY ORGANISATIONS SHALL MEAN INDEPENDENT ORGANISATIONS, WHICH ARE ESTABLISHED FOR PURPOSES THAT ADD VALUE TO THE COMMUNITY AS A WHOLE, OR A SIGNIFICANT SECTION OF THE COMMUNITY, AND WHICH ARE NOT PERMITTED BY THEIR CONSTITUTION TO MAKE A PROFIT FOR PRIVATE DISTRIBUTION. VOLUNTARY ORGANISATIONS DO NOT INCLUDE LOCAL GOVERNMENT OR OTHER STATUTORY AUTHORITIES. IN THESE ARTICLES ‘PUBLIC BENEFIT’ MEANS PUBLIC BENEFIT IN ACCORDANCE WITH THE LAW OF ENGLAND AND WALES PROVIDED THAT WHEN INTERPRETING THESE ARTICLES AND IN PARTICULAR THE OBJECTS, AND GIVEN THAT THE CHARITABLE ACTIVITY IS MATERIALLY CARRIED OUT IN FRANCE, THE TRUSTEES WILL BE MINDFUL OF THE REQUIREMENTS OF RELEVANT FRENCH LAW WITH REGARDS TO THE RECOGNITION OF THE CHARITY OR ITS ASSOCIATED FRENCH ENTITIES AS BEING “D’UTILITÉ PUBLIQUE” THAT IS, IN THE PUBLIC INTEREST. FOR THE AVOIDANCE OF DOUBT, THE LAW GOVERNING THE CHARITY IS THE LAW OF ENGLAND AND WALES.

Area of benefit

The area the charity can operate in, as set out in its governing document.

FRANCE

Linked charities

Linked charities
Linked charity 248198-1 BCF ENDOWMENT
Governing document
SCHEME OF THE 16TH FEBRUARY 1987 AS AMENDED ON 22ND JANUARY 1998 AS AMENDED BY SCHEME DATED 14 AUG 2024 AS AMENDED BY RESOLUTION DATED 04 DEC 2024 AS AMENDED BY RESOLUTION DATED 01 JAN 2025 AS AMENDED BY RESOLUTION DATED 12 JUN 2025
Charitable objects
THE TRUSTEES SHALL APPLY THE INCOME OF THE CHARITY AS FOLLOWS: (A) TO PRESERVE, PROTECT, IMPROVE AND ENHANCE THE PHYSICAL, MENTAL AND EMOTIONAL HEALTH OF THE PREFERRED BENEFICIARIES AND OTHER PERSONS RESIDING IN THE COMMUNITIES IN WHICH THEY LIVE INCLUDING BUT NOT LIMITED TO THE PROVISION OF GRANTS AND THE PROVISION OF COMMUNITY FACILITIES AND RESOURCES FOR VOLUNTARY ORGANISATIONS; (B) THE RELIEF OF THOSE IN NEED, HARDSHIP OR DISTRESS IN PARTICULAR BUT WITHOUT LIMITATION FOR PREFERRED BENEFICIARIES, INCLUDING BUT NOT LIMITED TO THE PROVISION OF ACCOMMODATION SUCH AS CONVALESCENT AND RETIREMENT HOMES AND THE PAYMENT OF COSTS TOWARDS STUDY FOR A PROFESSION, TRADE OR CALLING; AND (C) THE ADVANCEMENT OF HEALTH BY FOSTERING COLLABORATION AND COOPERATION BETWEEN BRITAIN AND FRANCE IN THE MEDICAL AND PARA-MEDICAL FIELDS, IN PARTICULAR BUT NOT EXCLUSIVELY BY MAKING GRANTS TO SUPPORT APPLIED RESEARCH INTO HUMAN HEALTH, HOSPITAL CARE (WITH A PREFERENCE FOR SUPPORTING HOSPITAL CARE FOR PREFERRED BENEFICIARIES) OR SUCH OTHER MEANS AS THE TRUSTEES CONSIDER APPROPRIATE, INCLUDING BUT NOT LIMITED TO, MEDICAL RESEARCH, MEDICAL EDUCATION AND THE FOSTERING OF ANGLO-FRENCH CO-OPERATION IN THE MEDICAL FIELD; PREFERRED BENEFICIARIES SHALL MEAN PERSONS RESIDENT IN FRANCE WHO ARE BRITISH AND THEIR IMMEDIATE CLOSE RELATIVES AND OTHER PERSONS RESIDENT IN FRANCE WITH BRITISH CONNECTIONS OR ASSOCIATIONS INCLUDING (BUT WITHOUT LIMITATION) PERSONS WHO HAVE IN THE PAST BEEN RESIDENT IN THE UNITED KINGDOM. VOLUNTARY ORGANISATIONS SHALL MEAN INDEPENDENT ORGANISATIONS, WHICH ARE ESTABLISHED FOR PURPOSES THAT ADD VALUE TO THE COMMUNITY AS A WHOLE, OR A SIGNIFICANT SECTION OF THE COMMUNITY, AND WHICH ARE NOT PERMITTED BY THEIR CONSTITUTION TO MAKE A PROFIT FOR PRIVATE DISTRIBUTION. VOLUNTARY ORGANISATIONS DO NOT INCLUDE LOCAL GOVERNMENT OR OTHER STATUTORY AUTHORITIES.
Area of benefit
FOREIGN
Registration history
  • 02 January 1969 : Standard registration

Contact information

Address:
3 Rue Barbes
92300 LEVALLOIS PERRET
Phone:
+33147571945
Email:
ihutton@hbhc.fr
Website:

www.british-hospital.org Open in new window