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

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

Latest income
£73k
Latest spending
£69k
Registered
2002
Accounts read
FY2025

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

Reserves policy: leave only an amount to meet administration expenses (held: £2.6m)
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
Per its FY2025 accounts as filed with the Charity Commission.

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

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
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.