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THE FORTE CHARITABLE FOUNDATION

Registered charity 1063945 · accounts filings on the Charity Commission register · also known as THE TRUSTHOUSE CHARITABLE FOUNDATION

The Forte Charitable Foundation is a grant making charity covering numerous activities as listed on the website : - www.trusthousecharitablefoundation.org.uk

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£2.2m
Latest spending
£3.3m
Registered
1997
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the Foundation holds total funds of £97.4 million, with unrestricted reserves at £nil, as all funds are held in an expendable endowment. The Trustees consider the current level of reserves appropriate to fund grants and costs without eroding the long-term real value of the investment capital. The Foundation reports no material uncertainties regarding its ability to continue as a going concern.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: unnecessary to retain any portion of the total return for addition to distributable reserves
“Given the nature of the Foundation in that it has minimal fixed overheads, no building maintenance costs and a small staff, the Trustees consider it unnecessary to retain any portion of the total return for addition to distributable reserves.” — page 13
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Grant to Trelya, charity in which Trustee Sharon Rich is Executive Director.
“During the year, the Foundation made a grant of £5,000 to Trelya, a charity in which Trustee, Sharon Rich, is Executive Director.” — page 22
“During the year, the Foundation also made a grant of £5,000 to The Forest of Dean Children’s Opportunity Centre, a charity in which Trustee, Nick Acland, is a Trustee.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Grant to The Forest of Dean Children’s Opportunity Centre, charity in which Trustee Nick Acland is a Trustee.
“During the year, the Foundation made a grant of £5,000 to Trelya, a charity in which Trustee, Sharon Rich, is Executive Director.” — page 22
“During the year, the Foundation also made a grant of £5,000 to The Forest of Dean Children’s Opportunity Centre, a charity in which Trustee, Nick Acland, is a Trustee.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Grant to Karis Neighbour Scheme, charity of which Trustee Harry Naylor is CEO.
“During the year, the Foundation made a grant of £5,000 to Trelya, a charity in which Trustee, Sharon Rich, is Executive Director.” — page 22
“During the year, the Foundation also made a grant of £5,000 to The Forest of Dean Children’s Opportunity Centre, a charity in which Trustee, Nick Acland, is a Trustee.”
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: Smith Square Trading Limited
“Currently administration services are carried out by Smith Square Trading Limited, a wholly owned subsidiary of the Centre for Social Justice (CSJ).”
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Crowe U.K. LLP. Discloses 5 of 6 completeness components.

Structured financials (annual return, FY ending 30/06/2025)

Total income
£2.2m
Total spending
£3.3m
Cost of raising funds
£446k
Reserves (reported)
£0
Employees
0

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Investments (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 20.7% of total income — in the top quarter for charities its size (median 5.2%) (benchmarks).

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Northern Ireland · Scotland · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
30/06/2025£2.2m£3.3m
30/06/2024£1.5m£3.4m
30/06/2023£1.5m£3.3m
30/06/2022£1.4m£3.8m
30/06/2021£1.5m£2.9m

Common questions

Is THE FORTE CHARITABLE FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that the Foundation holds total funds of £97.4 million, with unrestricted reserves at £nil, as all funds are held in an expendable endowment. The Trustees consider the current level of reserves appropriate to fund grants and costs without eroding the long-term real value of the investment capital. The Foundation reports no material uncertainties regarding its ability to continue as a going concern. Its FY2025 accounts were audited by Crowe U.K. LLP.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
THE TIM HENMAN FOUNDATION1£9k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with FORT FOUNDATION.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE FORTE CHARITABLE FOUNDATION£2.2m—0unclear—no doubt
FORT FOUNDATION FY2025£254k—0unclear—no doubt
THE HARGREAVES FOUNDATION FY2025£1.3m£110,001 - £120,000—above—no doubt
SANTANDER UK FOUNDATION LIMITED FY2025£825k—0unclear0.0%no doubt
FOUX FOUNDATION FY2025£200k—0unclear—no doubt
THE CORDON CHARITABLE TRUST FY2025£320k—0below—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.