FORMAN CHARITABLE TRUST

Registered charity 1162888 · accounts filings on the Charity Commission register · also known as FCT

The provision of grants and financial assistance for:- prevention and relief of poverty or hardship of those in need- advancement of Jewish education and faith in accordance with the doctrines and tenets of Judaism.- promotion, support and advancement of the visual and performing arts and community participation in healthy recreation and amateur sports

Objects

THE OBJECTS OF THE CHARITY ARE EXCLUSIVELY FOR THE PUBLIC BENEFIT BY THE PROVISION OF GRANTS AND FINANCIAL ASSISTANCE FOR:A. THE PREVENTION AND RELIEF OF POVERTY OR HARDSHIP OF THOSE IN NEEDB. THE ADVANCEMENT OF JEWISH EDUCATIONC. THE ADVANCEMENT OF THE JEWISH FAITH IN ACCORDANCE WITH THE DOCTRINES AND TENETS OF JUDAISMD. THE PROMOTION, SUPPORT AND ADVANCEMENT OF THE VISUAL AND PERFORMING ARTS E. THE PROMOTION OF COMMUNITY PARTICIPATION IN HEALTHY RECREATION AND AMATEUR SPORTS

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

Causes: Education/training · The Prevention Or Relief Of Poverty · Religious Activities · Arts/culture/heritage/science · Amateur Sport · Grant history (this charity is a funder) · Get email alerts

Registered contact address: Hertsmere, East of England, England (from the postcode on the register)

Latest income

£176k

Latest spending

£33k

Registered

2015

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves increased to £1,099,215, supported by significant investment gains of £62,310. The trustees report no overhead costs and a policy to distribute funds as needed, resulting in low administrative expenditure of £3,031 against total income of £176,200.

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

What the accounts disclose

Reserves policy: distribute funds held as they are needed (reserves figure: £1.1m)

“The charity's policy is to distribute funds held as they are needed.”

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.

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures

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

Grant-making is its main activity

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

Grant-making is its main activity

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

Grant-making is its main activity

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 31/03/2022 (received 02/02/2023, 2 days after the 31/01/2023 due date); year ending 31/03/2021 (received 03/02/2022, 3 days after the 31/01/2022 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.

Trustees · trustee networks

MR STEPHEN JOHN FORMANchair · trustee of 2 other charities
ADAM ROBERT FORMAN
BARBARA LINDA FORMAN
BENJAMIN LEON FORMAN

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

Operates in: Hertfordshire

Income and spending

Financial year end	Income	Spending
31/03/2025	£176k	£33k
31/03/2024	£79k	£30k
31/03/2023	£46k	£15k
31/03/2022	£118k	£23k
31/03/2021	£36k	£20k

Common questions

Is FORMAN CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that unrestricted reserves increased to £1,099,215, supported by significant investment gains of £62,310. The trustees report no overhead costs and a policy to distribute funds as needed, resulting in low administrative expenditure of £3,031 against total income of £176,200. Its FY2025 accounts were independently examined.

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.

Funder	Similar charities funded	Amount to them
THE HELPING FOUNDATION	1	£10.0m
THE ANGLO-AMERICAN CHARITY LIMITED	1	£39k
THE BENSON AND LIONEL BLACK CHARITABLE TRUST	1	£35k

Charities like this

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

MOSART CHARITABLE TRUST income £575k
MEJAAI CHARITABLE TRUST income £77k
MENDAN LIMITED income £182k
4 CHARITY FOUNDATION income £1.4m
SOUTH HAMPSTEAD CHARITABLE TRUST income £934k
A W CHARITABLE TRUST income £17.6m

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
FORMAN CHARITABLE TRUST	£176k	—	unclear	—	no doubt
MOSART CHARITABLE TRUST FY2025	£575k	—	unclear	—	no doubt
MEJAAI CHARITABLE TRUST FY2025	£77k	—	unclear	—	no doubt
MENDAN LIMITED FY2025	£182k	—	unclear	—	no doubt
4 CHARITY FOUNDATION FY2025	£1.4m	—	unclear	—	no doubt
SOUTH HAMPSTEAD CHARITABLE TRUST FY2025	£934k	—	unclear	—	no doubt

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