THE LORD FORTE FOUNDATION

Charity number: 298100
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The object of the charity is to encourage excellence within the fields of hospitality, encompassing the hotel, catering, travel and tourism industries within the UK and overseas.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £82,000
Total expenditure: £87,732

People

5 Trustee(s)

Employees with total benefits over £60,000

No information available

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:
  • Education/training
Who the charity helps:
  • Children/young People
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales
  • Scotland

Governance

Registration history:
  • 26 November 1987: Standard registration
Organisation type:
Trust
Other names:

No other names

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
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Trustee conflicts of interest policy and procedures
Land and property:
This charity does not own and/or lease 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
SIR ROCCO FORTE Chair 17 November 1987
THE LONDON SYMPHONY ORCHESTRA ENDOWMENT TRUST
Received: On time
THE FORTE CHARITABLE TRUST
Received: 12 days late
Geoff Booth Trustee 15 March 2016
None on record
ANDREW MCKENZIE Trustee 06 July 2010
None on record
MR NICK SCADE MBE Trustee 01 December 2005
None on record
THE HON OLGA MARIE LOUISE ANNA POLIZZI DI SORRENTINO CBE Trustee 17 November 1987
THE FORTE CHARITABLE TRUST
Received: 12 days late
POLIZZI CHARITABLE TRUST
Charity reporting is overdue by 96 days

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £98.49k £69.60k £76.47k £81.77k £82.00k
Total expenditure £145.72k £47.15k £89.79k £117.64k £87.73k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

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 March 2024 27 January 2025 On Time
Accounts and TAR 31 March 2024 27 January 2025 On Time Download Open in new window
Annual return 31 March 2023 31 January 2024 On Time
Accounts and TAR 31 March 2023 08 February 2024 8 days late Download Open in new window
Annual return 31 March 2022 31 January 2023 On Time
Accounts and TAR 31 March 2022 16 February 2023 16 days late Download Open in new window
Annual return 31 March 2021 21 January 2022 On Time
Accounts and TAR 31 March 2021 21 January 2022 On Time Download Open in new window
Annual return 31 March 2020 31 January 2021 On Time
Accounts and TAR 31 March 2020 30 January 2021 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.

TRUST DEED DATED 17TH NOVEMBER 1987

Charitable objects

TO PROMOTE OR ADVANCE SUCH CHARITABLE PURPOSES OR CHARITABLE INSTITUTIONS AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION THINK FIT PROVIDED ALWAYS THAT WITHOUT DEROGATING FROM THE GENERAL DISCRETION AFORESAID THE TRUSTEES SHALL IN THEIR SELECTION OF PARTICULAR CHARITABLE PURPOSES PAY SPECIAL REGARD TO THE ADVANCEMENT OF EDUCATION IN ANY CHARITABLE FIELD OF LEARNING BUT ESPECIALLY IN THE FIELDS OF HOTEL MANAGEMENT AND CATERING.

Area of benefit

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

NOT DEFINED

Contact information

Address:
ROCCO FORTE HOTELS LIMITED
78 ST JAMES'S STREET
LONDON
SW1A 1JB
Phone:
02073212626
Email:
jlewendon@roccofortehotels.com
Website:

No information available