FITZGERALD FAMILY FOUNDATION
The charity supports any charities and promotes any charitable purpose for the benefit of the general public.
Financial health, per its FY2025 accounts
The accounts state that the charity holds £1,946,772 in expendable endowment reserves, with no unrestricted income fund balance. Per the trustees' report, financial performance is dependent on donations from the settlor and investment markets, noting a total loss on investments of £139,651 for the year.
What the accounts disclose
“The trustees’ policy is to hold an endowment fund in order to generate income, which will be used to help cover running costs or for exceptional circumstances.” — page 3
“The charity received donations during the year of £nil (2024 - £118,500) from the settlor and trustee, Mr S Fitzgerald, without conditions attached.” — page 10
“During the year the charity made a donation of £nil (2024 – £200,000) to the Fitzgerald Foundation in Australia, a charity the Settlor and Trustee Mr S Fitzgerald is also a Settlor and Trustee of.” — page 10
“The charity received donations during the year of £nil (2024 - £118,500) from the settlor and trustee, Mr S Fitzgerald, without conditions attached.” — page 10
“During the year the charity made a donation of £nil (2024 – £200,000) to the Fitzgerald Foundation in Australia, a charity the Settlor and Trustee Mr S Fitzgerald is also a Settlor and Trustee of.” — page 10
Trustees
- STEPHEN CHARLES FITZGERALDchair
- ANDREW FRANCIS WILSON BA, MA
- JULIE ANN FITZGERALD
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £425k | £437k |
| 05/04/2024 | £404k | £424k |
| 05/04/2023 | £136k | £154k |
| 05/04/2022 | £171k | £189k |
| 05/04/2021 | £145k | £160k |
Common questions
Is FITZGERALD FAMILY FOUNDATION financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds £1,946,772 in expendable endowment reserves, with no unrestricted income fund balance. Per the trustees' report, financial performance is dependent on donations from the settlor and investment markets, noting a total loss on investments of £139,651 for the year. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE GENERATIONAL FOUNDATION | 1 | £500k |
| JEREMY COLLER FOUNDATION | 1 | £230k |
| THE MCCORQUODALE CHARITABLE TRUST | 1 | £5k |
Charities like this
- THE TOMLINSON FAMILY CHARITABLE TRUST
- The Gerald and Gail Ronson Family Foundation
- THE FIDELIS FOUNDATION
- THE FITZROVIA CHAPEL FOUNDATION
- Coller Family Foundation
- THE LAWS FOUNDATION
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| FITZGERALD FAMILY FOUNDATION | £425k | — | 0 | unclear | — | no doubt |
| THE TOMLINSON FAMILY CHARITABLE TRUST | £284k | — | 0 | below | — | no doubt |
| The Gerald and Gail Ronson Family Foundation | £660k | — | — | below | — | no doubt |
| THE FIDELIS FOUNDATION | £2.2m | — | 0 | within | — | no doubt |
| THE FITZROVIA CHAPEL FOUNDATION | £609k | — | 0 | unclear | — | no doubt |
| Coller Family Foundation | £230k | — | 0 | below | — | no doubt |