FITZGERALD FAMILY FOUNDATION
The charity supports any charities and promotes any charitable purpose for the benefit of the general public.
Objects
THE TRUSTEES SHALL HOLD THE TRUST FUND UPON TRUST TO APPLY THE INCOME FOR OR TOWARDS SUCH PURPOSES AS ARE WHOLLY AND EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE TRUSTEES FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION DECIDE.
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
Policies the charity declares
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Serious incident reporting policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 05/04/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2023
- Grant-making is its main activity
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 |
|---|---|---|
| HABITAT FOR HUMANITY GREAT BRITAIN | 1 | £35k |
| SONGDALE LIMITED | 1 | £8k |
Charities like this
- GRAFF FOUNDATION
- FILEY FOUNDATION LTD
- THE FORRESTER FAMILY TRUST
- THE WIGODER FAMILY FOUNDATION
- THE BRENDISH FAMILY FOUNDATION
- THE FRESHFIELD 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 |
| GRAFF FOUNDATION | £1.4m | — | 0 | above | — | no doubt |
| FILEY FOUNDATION LTD | £271k | — | 0 | above | — | no doubt |
| THE FORRESTER FAMILY TRUST | £1.2m | — | 0 | above | — | no doubt |
| THE WIGODER FAMILY FOUNDATION | £3.4m | — | 0 | unclear | — | no doubt |
| THE BRENDISH FAMILY FOUNDATION | £64k | — | 0 | above | — | no doubt |