THE LADY FORESTER TRUST

Charity number: 241187
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charity receives applications for grants from individuals, relevant medical professional bodies, other organisations and charitable trusts.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £249,032
Total expenditure: £249,514

People

7 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

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
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Shropshire

Governance

Registration history:
  • 06 April 1965: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
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
  • Investment
  • Safeguarding policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
THE HON ALICE SOPHIE STOKER Chair 18 March 2002
None on record
CHARLES JAMES STANBURY WHITAKER Trustee 11 September 2017
THE HON E W C WELD-FORESTER WILL TRUST
Received: On time
JANETTE STEWART Trustee 20 September 2010
None on record
THE LADY FORESTER Trustee 15 March 2010
Wenlock Forester Trust
Received: On time
LORD FORESTER Trustee 21 March 2005
None on record
HENRY William Hugh CARPENTER Trustee 20 September 2004
BERRINGTON PARISH HALL
Received: On time
MRS LIBBY COLLINSON RGN Trustee 08 December 2003
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 £213.67k £208.63k £229.40k £227.41k £249.03k
Total expenditure £147.92k £185.39k £189.15k £264.45k £249.51k
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 December 2023 16 April 2024 On Time
Accounts and TAR 31 December 2023 16 April 2024 On Time Download Open in new window
Annual return 31 December 2022 20 April 2023 On Time
Accounts and TAR 31 December 2022 20 April 2023 On Time Download Open in new window
Annual return 31 December 2021 25 May 2022 On Time
Accounts and TAR 31 December 2021 25 May 2022 On Time Download Open in new window
Annual return 31 December 2020 23 August 2021 On Time
Accounts and TAR 31 December 2020 23 August 2021 On Time Download Open in new window
Annual return 31 December 2019 24 March 2020 On Time
Accounts and TAR 31 December 2019 15 June 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.

SCHEME OF THE HIGH COURT OF JUSTICE (CHANCERY DIVISION) OF THE 4 APRIL 1957 AND SCHEMES OF 9 JANUARY 1979 AND 8 AUGUST 1995.

Charitable objects

TO RELIEVE IN CASES OF NEED PERSONS WHO ARE SICK, CONVALESCENT, DISABLED, HANDICAPPED OR INFIRM, BY PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES WHICH ARE CALCULATED TO ALLEVIATE THE SUFFERING OR ASSIST THE RECOVERY OF SUCH PERSONS IN SUCH CASES BUT ARE NOT READILY AVAILABLE TO THEM FROM OTHER SOURCES. (FOR FURTHER DETAILS SEE CLAUSE 24 OF SCHEME).

Area of benefit

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

SALOP

Contact information

Address:
THE ESTATE OFFICE
WILLEY
BROSELEY
SHROPSHIRE
TF12 5JN
Phone:
01952884318
Email:
lft@willeyestates.co.uk
Website:

No information available