THE ANNA ROSA FORSTER CHARITABLE TRUST

Charity number: 1090028
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Distibutions to Charities and other bodies in accordance with terms of Trust

Income and expenditure

Data for financial year ending 05 April 2025

Total income: £73,044
Total expenditure: £68,550

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
  • Overseas Aid/famine Relief
  • Animals
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 10 January 2002: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest 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

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Sarah Sinclair Trustee 13 May 2020
None on record
Jonathan Heslop Trustee 31 October 2019
None on record
ANDREW WILLIAM MORGAN Trustee
COATES EDUCATIONAL FOUNDATION
Received: On time
COATES EDUCATIONAL FOUNDATION
Received: On time

Financial history

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Financial period end date

Income / Expenditure 05/04/2021 05/04/2022 05/04/2023 05/04/2024 05/04/2025
Total gross income £66.29k £65.24k £80.00k £67.30k £73.04k
Total expenditure £104.71k £80.15k £28.66k £129.40k £68.55k
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 2025 16 January 2026 On time
Accounts and TAR 05 April 2025 16 January 2026 On time Download Open in new window
Annual return 05 April 2024 12 November 2024 On time
Accounts and TAR 05 April 2024 12 November 2024 On time Download Open in new window
Annual return 05 April 2023 18 January 2024 On time
Accounts and TAR 05 April 2023 18 January 2024 On time Download Open in new window
Annual return 05 April 2022 04 April 2023 58 days late
Accounts and TAR 05 April 2022 04 April 2023 58 days late Download Open in new window
Annual return 05 April 2021 26 January 2022 On time
Accounts and TAR 05 April 2021 26 January 2022 On time Download Open in new window
Submit annual return Open in new window

Linked charities

Linked charities
Governing document
WILL PROVED AT THE DISTRICT PROBATE REGISTRY AT NEWCASTLE UPON TYNE ON 4TH JUNE 1997.
Charitable objects
TO PAY THE ANNUAL INCOME OF THE FUND TO THE ANNA ROSA FORSTER CHARITABLE TRUST FOR ITS GENERAL PURPOSES.
Area of benefit
NOT DEFINED
Registration history
  • 10 January 2002 : Standard registration

Contact information

Address:
Andrew Morgan
14 Bell Villas
Ponteland
NEWCASTLE UPON TYNE
NE20 9BE
Phone:
01661871012
Website:

No information available