THE FORRESTER FAMILY TRUST
Financial health, per its FY2023 accounts
The accounts state that unrestricted reserves stood at £40,864,939 as of 31 March 2023, following a reclassification of previously designated endowment funds. The trustees consider the charity to have adequate unrestricted reserves to meet its fixed costs for the foreseeable future, confirming the appropriateness of the going concern basis. However, the period saw a net outgoing resource of £2,926,408 driven by a £2.55m loss on investment portfolio value due to turbulent stock markets.
What the accounts disclose
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (23/02/2022)
- Received assets from another charity (23/02/2022)
Trustees
- HILARY JANE PORTER
- Jonathan Dennis Richard Kewley
- Thomas Walker
- Wendy Jaqueline Forrester
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £1.4m | £1.7m |
| 31/03/2024 | £1.3m | £1.5m |
| 31/03/2023 | £1.3m | £1.7m |
| 31/03/2022 | £1.3m | £1.5m |
| 31/03/2021 | £60.2m | £11k |
Common questions
Is THE FORRESTER FAMILY TRUST financially healthy?
The accounts state that unrestricted reserves stood at £40,864,939 as of 31 March 2023, following a reclassification of previously designated endowment funds. The trustees consider the charity to have adequate unrestricted reserves to meet its fixed costs for the foreseeable future, confirming the appropriateness of the going concern basis. However, the period saw a net outgoing resource of £2,926,408 driven by a £2.55m loss on investment portfolio value due to turbulent stock markets. Its FY2023 accounts were audited by Griffin Stone Moscrop & Co.
Who funds THE FORRESTER FAMILY TRUST?
Funders whose own accounts filings name THE FORRESTER FAMILY TRUST as a grant recipient include HABITAT FOR HUMANITY GREAT BRITAIN.
Known funders
| Funder | Year | Amount |
|---|---|---|
| HABITAT FOR HUMANITY GREAT BRITAIN | FY2023 | £35k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE MASTER CHARITABLE TRUST | 1 | £323k |
| THE BORROWS CHARITABLE TRUST | 1 | £10k |