FORT AMHERST HERITAGE TRUST

Registered charity 1102399 · accounts filings on the Charity Commission register · also known as FORT AMHERST HERITAGE PARK AND CAVERNS FORT AMHERST

To maintain, restore and preserve Fort Amherst and Lower Lines Park. To make the Fort and Lower Lines Park available as a public amenity and education facility. To provide benefit to the socially disadvantaged through training, education and work experience.

Objects

a) acquiring, restoring, maintaining, safeguarding and preserving the historical fortifications known as Fort Amherst and associated fortifications in the Borough of Medway in the County of Kent. b) To collect, care, conserve and display as appropriate, objects and documents relevant to the history of Fort Amherst, its associated fortifications and setting. c) Making the same available for research and for educational and recreational viewing and use by the public.d) Provide benefit to the socially disadvantaged through training, education and work experience associated with the objects above.

Area of benefit: MEDWAY, KENT

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

Causes: General Charitable Purposes · Education/training · Environment/conservation/heritage · Economic/community Development/employment · website · Get email alerts

Registered contact address: Medway, South East, England (from the postcode on the register)

Received the assets of MEDWAY HISTORICAL ORDNANCE (charity 1096918) — merger registered 21/08/2013.
Source: Charity Commission register of merged charities (OGL v3.0).
Latest income
£216k
Latest spending
£331k
Registered
2004
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity maintains a sound financial base with total funds of £5,372,788, although unrestricted funds are in deficit at £119,370. The trustees report that reserves are being managed against a prudent target of £175,000, and no material uncertainties regarding going concern have been identified.

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

What the accounts disclose

Related-party transaction: Wholly owned subsidiaries
“Fort Amherst Limited, Fort Amherst Events & Weddings Limited and Fort Amherst Halloween Limited are all trading subsidiaries of Fort Amherst Heritage Trust.” — page 6
Per its FY2025 accounts as filed with the Charity Commission.
Trading subsidiary: Fort Amherst Limited, Fort Amherst Events & Weddings Limited, Fort Amherst Halloween Limited
“Fort Amherst Limited, Fort Amherst Events & Weddings Limited and Fort Amherst Halloween Limited are all trading subsidiaries of Fort Amherst Heritage Trust.” — page 6
Per its FY2025 accounts as filed with the Charity Commission.

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.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/03/2025

  • Volunteers: 350
  • Government income: £21,071 — contracts £15,900 (1), grants £5,171 (1); 10% of the £215,829 total gross income on the same return
  • Has a trading subsidiary

Self-declared on the annual return for the financial year ending 31/03/2024

  • Volunteers: 210
  • Government income: £15,900 — contracts £15,900 (1); 6% of the £257,508 total gross income on the same return
  • Has a trading subsidiary

Self-declared on the annual return for the financial year ending 31/03/2023

  • Volunteers: 350
  • Government income: £19,100 — contracts £15,900 (1), grants £3,200 (2); 9% of the £213,867 total gross income on the same return
  • Has a trading subsidiary

Source: this charity’s annual returns on the Charity Commission register.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 2 were received after the due date: year ending 31/03/2023 (received 23/04/2024, 83 days after the 31/01/2024 due date); year ending 31/03/2022 (received 20/03/2023, 48 days after the 31/01/2023 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Public fundraising profile: JustGiving — Fort Amherst Heritage Trust (matched by registered charity number).

Property (HM Land Registry)

2 registered titles in England and Wales held by the charity’s company or corporate body (2 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 31/03/2022)

Total income
£2.7m
Total spending
£214k
Reserves (reported)
£107k
Employees
1

Reported reserves equal ~6.0 months of spending — below the median for charities its size (median 7.2 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (98% 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: 0.0% of total income — below the median for charities its size (3.2%) (benchmarks).

Register events

Trustees · trustee networks

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

Operates in: Medway

Income and spending

Financial year endIncomeSpending
31/03/2025£216k£331k
31/03/2024£258k£258k
31/03/2023£214k£242k
31/03/2022£2.7m£214k
31/03/2021£74k£88k

Common questions

Is FORT AMHERST HERITAGE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity maintains a sound financial base with total funds of £5,372,788, although unrestricted funds are in deficit at £119,370. The trustees report that reserves are being managed against a prudent target of £175,000, and no material uncertainties regarding going concern have been identified. Its FY2025 accounts were independently examined.

Who funds FORT AMHERST HERITAGE TRUST?

Funders whose own accounts filings name FORT AMHERST HERITAGE TRUST as a grant recipient include THE LAWSON TRUST CIO, SIR ROBERT GEFFERY'S ALMSHOUSE TRUST.

Known funders

Grants to this charity found in funders’ own accounts filings.

FunderYearAmountPurpose (as stated by the funder)
THE LAWSON TRUST CIOFY2021£4k
THE LAWSON TRUST CIOFY2022£3k
SIR ROBERT GEFFERY'S ALMSHOUSE TRUSTFY2023£500Grant funding of activities

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

FunderDateAmountPurpose
The National Lottery Heritage Fund05/09/2019£6k"Fort Amherst Archives - Access all areas (Resubmission)"
The National Lottery Heritage Fund28/03/2014£9k"'Kitchener's Boys'"
The National Lottery Heritage Fund09/10/2012£6k"The Restoration Story"
The National Lottery Heritage Fund21/11/2006£8k"This Charity Will Repair And Restore The Guardhouse Magazine Room Into A Community Meeting And Exhibition Area For Visitors."
The National Lottery Community Fund16/11/2006£8kGuardhouse Magazine Restoration

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.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with MOUNTAIN HERITAGE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
FORT AMHERST HERITAGE TRUST£216k—0unclear—no doubt
MOUNTAIN HERITAGE TRUST FY2025£31k—0unclear—noted
OSWESTRY STATION BUILDING TRUST LIMITED FY2025£337k—0above—no doubt
THE OTTERHEAD ESTATE TRUST COMPANY LIMITED FY2025£30k—0unclear—no doubt
HARROW HERITAGE TRUST FY2025£12k—0above—no doubt
LOWTHER CASTLE AND GARDENS TRUST FY2026£74k——unclear—no doubt

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