FORT FOUNDATION

Charity number: 1028639
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The purpose of The Fort Foundation is to make grants to individuals and charitable institutions at the Trustees discretion

Income and expenditure

Data for financial year ending 29 February 2024

Total income: £41,297
Total expenditure: £226,209

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:
  • General Charitable Purposes
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 16 November 1993: Standard registration
Organisation type:
Trust
Other names:
  • THE FORT FOUNDATION (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds 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
peter andrew fort Trustee 07 April 2015
None on record
EDWARD MARTIN DRURY Trustee 28 February 2014
WHALLEY VILLAGE HALL COMMUNITY ASSOCIATION
Received: On time
FORT VALE FOUNDATION
Received: On time
JOHN STEPHEN HARTLEY Trustee 28 February 2014
FORT VALE FOUNDATION
Received: On time
EDWARD FORT OBE Trustee 03 November 1993
None on record
IAN WILSON Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 29/02/2020 28/02/2021 28/02/2022 28/02/2023 29/02/2024
Total gross income £625.96k £300.00k £338.86k £37.41k £41.30k
Total expenditure £324.28k £324.28k £202.72k £425.23k £226.21k
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
Income - Donations and legacies £600.00k N/A N/A N/A N/A
Income - Other trading activities £0 N/A N/A N/A N/A
Income - Charitable activities £0 N/A N/A N/A N/A
Income - Endowments £0 N/A N/A N/A N/A
Income - Investment £25.05k N/A N/A N/A N/A
Income - Other £911 N/A N/A N/A N/A
Income - Legacies £0 N/A N/A N/A N/A
Expenditure - Charitable activities £324.28k N/A N/A N/A N/A
Expenditure - Raising funds £0 N/A N/A N/A N/A
Expenditure - Governance £3.81k N/A N/A N/A N/A
Expenditure - Grants institution £0 N/A N/A N/A N/A
Expenditure - Investment management £0 N/A N/A N/A N/A
Expenditure - Other £0 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 29 February 2024 03 December 2024 On Time
Accounts and TAR 29 February 2024 03 December 2024 On Time Download Open in new window
Annual return 28 February 2023 13 November 2023 On Time
Accounts and TAR 28 February 2023 13 November 2023 On Time Download Open in new window
Annual return 28 February 2022 27 October 2022 On Time
Accounts and TAR 28 February 2022 27 October 2022 On Time Download Open in new window
Annual return 28 February 2021 05 July 2021 On Time
Accounts and TAR 28 February 2021 05 July 2021 On Time Download Open in new window
Annual return 29 February 2020 13 January 2021 15 days late
Accounts and TAR 29 February 2020 13 January 2021 15 days late 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 3 NOVEMBER 1993

Charitable objects

GENERAL CHARITABLE PURPOSES

Area of benefit

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

NOT DEFINED

Contact information

Address:
FORT VALE ENGINEERING LTD
CALDER VALE PARK
SIMONSTONE LANE
SIMONSTONE
BURNLEY
BB12 7ND
Phone:
01282440000
Email:
info@fortvale.com
Website:

No information available