The Old Herefordian Fund CIO

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.

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Activities & Mission

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.

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Local Authority

Herefordshire

Financial Information

Latest Income

£226,157

Latest Expenditure

£174,813

Financial Efficiency

Program Ratio 4.8%

% of income going directly to charitable activities

Higher than 5% of UK Charitable activities charities with income £100K to £1M (sample: 1431). How is this calculated?

Overall Efficiency 97.2%

% of expenditure going to programs (vs overhead)

Higher than 44% of UK Charitable activities charities with income £100K to £1M. How is this calculated?

Administrative Ratio 15.3%

Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 17% of UK Charitable activities charities with income £100K to £1M. (Lower overhead is generally read as more efficient.) How is this calculated?

Latest Financial Breakdown

Income Sources

Donations & Legacies £3,482,109

Charitable Activities £0

Other Trading £0

Investments £223,827

Other Income £0

Expenditure Categories

Charitable Expenditure £179,149

Raising Funds £5,131

Governance £23,149

Grants to Institutions £156,000

Other Expenditure £0

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

One or more years show a significant change in income (over ±100%) compared with the prior year. This usually reflects a merger, transfer of activities, restated accounts, or a one-off legacy — not necessarily a real change in operating scale. See the methodology for context.

Financial Year	Income	Expenditure	Charitable Spending	Net Assets	Reserves	Staff
2025	£226,157	£174,813				0 / 0
2024	£318,435	£228,616				0 / 0
2023	£3,705,936	£184,280	£179,149	£3,407,199	£41,650	0 / 0
2022	£0	£0				0 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about The Old Herefordian Fund CIO

What does The Old Herefordian Fund CIO do?

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.

How much income did The Old Herefordian Fund CIO report in 2025?

The Old Herefordian Fund CIO reported total income of £226k and reported expenditure of £175k for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

How efficient is The Old Herefordian Fund CIO?

The Old Herefordian Fund CIO has a program ratio of 4.8%, meaning that share of its income goes directly to charitable activities. This is higher than 5% of UK Charitable activities charities with income £100K to £1M (sample of 1431 charities). See our methodology for how this is calculated.

When was The Old Herefordian Fund CIO registered as a charity?

The Old Herefordian Fund CIO was registered with the Charity Commission for England and Wales on 27 January 2021 as charity number 1193285. It has been registered for 5 years.

Who runs The Old Herefordian Fund CIO?

The Old Herefordian Fund CIO is governed by a board of 11 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does The Old Herefordian Fund CIO operate?

The Old Herefordian Fund CIO operates in Herefordshire, as recorded in its Charity Commission filing.

Is The Old Herefordian Fund CIO a registered charity?

Yes — The Old Herefordian Fund CIO is a registered charity in England and Wales, charity number 1193285.