FORT AMHERST HERITAGE TRUST
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.
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.
What the accounts disclose
“Fort Amherst Limited, Fort Amherst Events & Weddings Limited and Fort Amherst Halloween Limited are all trading subsidiaries of Fort Amherst Heritage Trust.” — page 6
“Fort Amherst Limited, Fort Amherst Events & Weddings Limited and Fort Amherst Halloween Limited are all trading subsidiaries of Fort Amherst Heritage Trust.” — page 6
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
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
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).
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2022)
Register events
- Received assets from another charity (19/04/2023)
- Received assets from another charity (21/08/2013)
Trustees
- William Joseph Fowlerchair
- DAVID MOORMAN
- EDMUND GULVIN
- GLENN ROBINSON
- Nicola Jane Moy
- Stuart Robert Bean
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE LAWSON TRUST CIO | FY2021 | £4k | |
| THE LAWSON TRUST CIO | FY2022 | £3k | |
| SIR ROBERT GEFFERY'S ALMSHOUSE TRUST | FY2023 | £500 | Grant funding of activities |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Heritage Fund | 05/09/2019 | £6k | "Fort Amherst Archives - Access all areas (Resubmission)" |
| The National Lottery Heritage Fund | 28/03/2014 | £9k | "'Kitchener's Boys'" |
| The National Lottery Heritage Fund | 09/10/2012 | £6k | "The Restoration Story" |
| The National Lottery Heritage Fund | 21/11/2006 | £8k | "This Charity Will Repair And Restore The Guardhouse Magazine Room Into A Community Meeting And Exhibition Area For Visitors." |
| The National Lottery Community Fund | 16/11/2006 | £8k | Guardhouse Magazine Restoration |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| WILLIAM ADLINGTON CADBURY CHARITABLE TRUST | 1 | £20k |
| ASSOCIATION OF INDEPENDENT MUSEUMS | 1 | £1k |
| BARCHESTER HEALTHCARE FOUNDATION | 1 | £1k |
| SHREE RAJ SAUBHAG SATSANG MANDAL UK | 1 | £250 |
Charities like this
- MOUNTAIN HERITAGE TRUST
- OSWESTRY STATION BUILDING TRUST LIMITED
- THE OTTERHEAD ESTATE TRUST COMPANY LIMITED
- HARROW HERITAGE TRUST
- LOWTHER CASTLE AND GARDENS TRUST
- ARCHBISHOP'S PARK COMMUNITY TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| FORT AMHERST HERITAGE TRUST | £216k | — | 0 | unclear | — | no doubt |
| MOUNTAIN HERITAGE TRUST | £31k | — | 0 | unclear | — | noted |
| OSWESTRY STATION BUILDING TRUST LIMITED | £337k | — | 0 | above | — | no doubt |
| THE OTTERHEAD ESTATE TRUST COMPANY LIMITED | £30k | — | 0 | unclear | — | no doubt |
| HARROW HERITAGE TRUST | £12k | — | 0 | above | — | no doubt |
| LOWTHER CASTLE AND GARDENS TRUST | £74k | — | — | unclear | — | no doubt |