THE FORBES CHARITABLE FOUNDATION

Charity number: 326476
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

To provide benefits for people with learning disabilities.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £253,433
Total expenditure: £253,156

People

9 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:
  • Disability
Who the charity helps:
  • People With Disabilities
  • 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
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 14 December 1983: Standard registration
  • 29 October 2014: Funds received from 296417 JOHN ALAN SPARROW TRUST FUND
  • 20 March 2017: Funds received from 1037854 KENNETH AND GRACE MORRIS CHARITABLE TRUST
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • 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
  • 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

9 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Bimal Kumar Saurabhkumar Patel Trustee 19 January 2024
None on record
Julie Riley Trustee 26 October 2021
None on record
Claire Rintoul Trustee 26 October 2021
None on record
Nigel Jeremy Doggett Trustee 03 December 2019
THE DOGGETT FAMILY FOUNDATION
Received: On time
Mark Christopher Morris FCA Trustee 08 April 2019
None on record
HELEN LOUISE JOHNSON Trustee 28 September 2015
None on record
Patrick Martin Wallace Trustee 01 July 2015
None on record
Ian Richards Johnson BA FCA Trustee 16 November 2003
LEICESTER LITERARY AND PHILOSOPHICAL SOCIETY
Received: On time
THE LEICESTERSHIRE AND RUTLAND MARK BENEVOLENT FUND
Received: On time
JOHN MAXWELL WAITE Trustee 16 November 2000
FUCHS FOUNDATION
Received: On time

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 £236.40k £243.87k £236.23k £262.60k £253.43k
Total expenditure £272.04k £214.40k £296.54k £273.13k £253.16k
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 10 December 2024 On Time
Accounts and TAR 05 April 2024 10 December 2024 On Time Download Open in new window
Annual return 05 April 2023 07 December 2023 On Time
Accounts and TAR 05 April 2023 07 December 2023 On Time Download Open in new window
Annual return 05 April 2022 24 January 2023 On Time
Accounts and TAR 05 April 2022 24 January 2023 On Time Download Open in new window
Annual return 05 April 2021 22 November 2021 On Time
Accounts and TAR 05 April 2021 22 November 2021 On Time Download Open in new window
Annual return 05 April 2020 13 January 2021 On Time
Accounts and TAR 05 April 2020 13 January 2021 On Time Download Open in new window
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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.

DECLARATION OF TRUST DATED 5 DECEMBER 1983 AS AMENDED BY DEED OF VARIATION DATED 1ST MARCH 2000 as amended on 08 Oct 2019

Charitable objects

FOR SUCH CHARITABLE PURPOSES OR TO OR FOR SUC OTHER CHARITABLE OBJECTS OR PURPOSES AS SHALL BE FOR THE BENEFIT OF PERSONS SUFFERING FROM OR OTHERWISE FOR THE RELIEF OF MENTAL DISORDER SICKNESS IMPAIRMENT OR HANDICAP.

Area of benefit

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

NOT DEFINED

Contact information

Address:
4 Market Place
Week St. Mary
HOLSWORTHY
Cornwall
EX22 6XT
Phone:
07749642664
Email:
info@theforbescharitablefoundation.org
Website:

www.theforbescharitablefoundation.org Open in new window