THE ANNA ROSA FORSTER CHARITABLE TRUST

Registered charity 1090028 · accounts filings on the Charity Commission register

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

Objects

AS TO THE TRUST INCOME TO DIVIDE THE SAME EQUALLY BETWEEN SUCH CHARITABLE INSTITUTION OR INSTITUTIONS (OR SUCH OTHER CHARITABLE OBJECTS OR PURPOSES) RELATING TO EACH OF THE FOLLOWING FIELDS - 1) MEDICAL RESEARCH2) ANIMAL WELFARE3) FAMINE RELIEFAS THE TRUSTEES MAY FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION SELECT AND IN SUCH SHARES AND MANNER THEY MAY FROM TIME TO TIME THINK FIT AND PROPER PROVIDED THAT IF CHARITABLE WORK IN ANY OF THE FIELDS REFERRED TO IN SUB CLAUSES 1), 2) AND 3) ABOVE SHALL AT ANY TIME CEASE THEN THE SHARE OF INCOME TO BE APPLIED IN SUCH FIELD OR FIELDS SHALL BE APPLIED TO SUCH FIELD OR FIELDS WHERE CHARITABLE WORK HAS NOT CEASED AND IF MORE THAN ONE IN EQUAL SHARES PROVIDED FURTHER THAT IF IN ANY PARTICULAR YEAR THERE IS A SPECIAL REQUIREMENT (IN THE OPINION OF MY TRUSTEES) FOR MONEY TO BE APPLIED IN ANY OF THE PARTICULAR FIELDS REFERRED TO IN SUB-CLAUSES 1), 2) AND 3 ABOVE THEN AVAILABLE INCOME (EITHER FROM THE CURRENT YEAR OR PREVIOUS YEAR) MAY BE TRANSFERRED FROM THE SHARE OF INCOME APPLICABLE TO THE OTHER FIELD OR FIELDS AND SUCH TRANSFER CAN BE MADE AT THE ABSOLUTE DISCRETION OF MY TRUSTEES AND CAN BE FOR SUCH AN AMOUNT AS MY TRUSTEES THINK FIT

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: The Advancement Of Health Or Saving Of Lives · Overseas Aid/famine Relief · Animals · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that total unrestricted funds decreased by £9,557 to £2,596,220 due to net investment losses of £14,051, despite generating £72,455 in investment income. The charity distributed £42,941 in charitable grants and incurred £16,609 in investment management costs, with the Trustees confirming that substantial investment assets allow the financial position to remain satisfactory.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• 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

Trustees · trustee networks

• ANDREW WILLIAM MORGAN · trustee of 2 other charities
• Jonathan Heslop
• Sarah Sinclair

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

Operates in: Throughout England And Wales

Income and spending

Common questions