THE ANNA ROSA FORSTER CHARITABLE TRUST
Distibutions to Charities and other bodies in accordance with terms of Trust
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.
What the accounts disclose
“The Trustees have decided that in future years they will, as far as possible, distribute the balance of the income from the previous financial year, leaving only an amount to meet administration expenses.” — page 5
Trustees
- ANDREW WILLIAM MORGAN
- Jonathan Heslop
- Sarah Sinclair
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £73k | £69k |
| 05/04/2024 | £67k | £129k |
| 05/04/2023 | £80k | £29k |
| 05/04/2022 | £65k | £80k |
| 05/04/2021 | £66k | £105k |
Common questions
Is THE ANNA ROSA FORSTER CHARITABLE TRUST financially healthy?
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. Its FY2025 accounts were independently examined.