THE LADY FORTE FOUNDATION
Charity number: 326038
Charity reporting is up to date (on time)
Charity overview
Activities - how the charity spends its money
The charity makes grants for charitable purposes and to charitable institutions at the discretion of the Trustees.
Income and expenditure
Data for financial year ending 05 April 2025
Total income: £56,270
Total expenditure: £56,352
People
3 Trustee(s)
Employees with total benefits over £60,000
No information availableFundraising
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:
- General Charitable Purposes
Who the charity helps:
- Elderly/old People
- The General Public/mankind
How the charity helps:
- Makes Grants To Organisations
Where the charity operates:
- Throughout England And Wales
Governance
Registration history:
- 11 March 1982: Standard registration
Organisation type:
Trust
Other names:
- THE FORTE CHARITABLE TRUST (Previous name)
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
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
3 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| SIR ROCCO FORTE | Chair | 14 January 1982 |
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| LOWNDES TRUSTEES LIMITED | Trustee | 21 November 2000 |
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| THE HON OLGA MARIE LOUISE ANNA POLIZZI DI SORRENTINO CBE | Trustee | 14 January 1982 |
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Financial history
Financial period end date
| Income / Expenditure | 05/04/2021 | 05/04/2022 | 05/04/2023 | 05/04/2024 | 05/04/2025 | ||
|---|---|---|---|---|---|---|---|
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Total gross income | £20.81k | £17.71k | £28.09k | £46.35k | £56.27k | |
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Total expenditure | £33.52k | £44.25k | £55.88k | £81.80k | £56.35k | |
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Income from government contracts | N/A | N/A | N/A | N/A | N/A | |
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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 | 05 April 2025 | 12 August 2025 | On time | |
| Accounts and TAR | 05 April 2025 | 12 August 2025 | On time | Download Open in new window |
| Annual return | 05 April 2024 | 17 February 2025 | 12 days late | |
| Accounts and TAR | 05 April 2024 | 17 February 2025 | 12 days late | Download Open in new window |
| Annual return | 05 April 2023 | 12 February 2024 | 7 days late | |
| Accounts and TAR | 05 April 2023 | 12 February 2024 | 7 days late | Download Open in new window |
| Annual return | 05 April 2022 | 25 January 2023 | On time | |
| Accounts and TAR | 05 April 2022 | Not required | ||
| Annual return | 05 April 2021 | 17 December 2021 | On time | |
| Accounts and TAR | 05 April 2021 | Not required |