FORTUNA CHARITABLE TRUST

Charity Number: 291741
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

A wide range of charities are supported with the emphasis on charities local to the Bristol area.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £11,430
Total expenditure: £15,697

People

2 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

What the charity does:
  • General Charitable Purposes
Who the charity helps:
  • Children/young People
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 15 May 1985: Standard registration
Organisation type:
Trust
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 risk management 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

2 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
LADY VIRGINIA TIDMARSH Trustee
None on record
SIR JAMES NAPIER TIDMARSH KCVO MBE Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £13.64k £19.10k £11.54k £13.69k £11.43k
Total expenditure £15.29k £14.95k £24.58k £14.35k £15.70k
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 05 April 2024 05 February 2025 On Time
Accounts and TAR 05 April 2024 Not Required
Annual return 05 April 2023 06 February 2024 1 days late
Accounts and TAR 05 April 2023 Not Required
Annual return 05 April 2022 03 February 2023 On Time
Accounts and TAR 05 April 2022 Not Required
Annual return 05 April 2021 03 February 2022 On Time
Accounts and TAR 05 April 2021 Not Required
Annual return 05 April 2020 02 February 2021 On Time
Accounts and TAR 05 April 2020 Not Required
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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 22ND NOVEMBER 1984

Charitable objects

THE BENEFIT OF SUCH ONE OR MORE CHARITABLE INSTITUTIONS OR SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME THINK FIT.

Area of benefit

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

NOT DEFINED

Contact information

Address:
62 St. Lawrence Park
CHEPSTOW
Gwent
NP16 6DP
Phone:
0117 9730462
Email:
No information available
Website:

No information available