NORTON FOLGATE TRUST
The charity exists for the relief of poor or needy members of the Worshipful Company of Carpenters and their dependants and, subject thereto, for the relief of persons in need associated with the craft and generally.
Objects
(A) FOR THE BENEFIT OF POOR MEMBERS OF THE CARPENTERS' COMPANY, THEIR WIVES AND DEPENDANTS. (B) PERSONS WHO ARE OR ARE ABOUT TO BE OR HAVE BEEN ENGAGED IN THE ART AND CRAFT OF THE ARPENTER O ANY BRANCH OF THE BUILDING INDUSTRY OR THEIR DEPENDANTS. (C) OTHER PERSONS. (SEE SCHEME FOR FULL DETAILS.)
Financial health, per its FY2025 accounts
The accounts state that total funds stood at £10,832,790, comprising £419,802 in free reserves and £10,282,006 in endowment funds. The trustees report that the charity has sufficient resources to meet liabilities as they fall due and identified no material uncertainties regarding its ability to continue as a going concern.
What the accounts disclose
“The charity does not therefore have a requirement to hold free reserves in excess of the following year's planned grant payments.”
“During the year, the charity incurred a management charge of £30,938 (2024 — £27,311) from The Worshipful Company of Carpenters.” — page 23
“The charity received a donation of £35,640 (2024 — £33,000) from The Worshipful Company of Carpenters.” — page 23
“During the year, the charity incurred a management charge of £30,938 (2024 — £27,311) from The Worshipful Company of Carpenters.” — page 23
“The charity received a donation of £35,640 (2024 — £33,000) from The Worshipful Company of Carpenters.” — page 23
“During the year, the charity incurred a management charge of £30,938 (2024 — £27,311) from The Worshipful Company of Carpenters.” — page 23
“The charity received a donation of £35,640 (2024 — £33,000) from The Worshipful Company of Carpenters.” — page 23
Policies the charity declares
- 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
- Risk management
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 30/06/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 30/06/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 30/06/2023
- Grant-making is its main activity
Trustees
- THE WORSHIPFUL COMPANY OF CARPENTERS
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/06/2025 | £353k | £330k |
| 30/06/2024 | £317k | £258k |
| 30/06/2023 | £308k | £234k |
| 30/06/2022 | £248k | £236k |
| 30/06/2021 | £251k | £229k |
Common questions
Is NORTON FOLGATE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that total funds stood at £10,832,790, comprising £419,802 in free reserves and £10,282,006 in endowment funds. The trustees report that the charity has sufficient resources to meet liabilities as they fall due and identified no material uncertainties regarding its ability to continue as a going concern. Its FY2025 accounts were audited by Buzzacott Audit LLP.
Who funds NORTON FOLGATE TRUST?
Funders whose own accounts filings name NORTON FOLGATE TRUST as a grant recipient include THE CARPENTERS COMPANY CHARITABLE TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE CARPENTERS COMPANY CHARITABLE TRUST | FY2021 | Unverified read£120k | Grants to institutions (paid to Norton Folgate Trust to be paid out in grants) |
| THE CARPENTERS COMPANY CHARITABLE TRUST | FY2023 | £58k | Grants to institutions |
| THE CARPENTERS COMPANY CHARITABLE TRUST | FY2025 | £51k | Grants to institutions |
| THE CARPENTERS COMPANY CHARITABLE TRUST | FY2022 | £49k | Miscellaneous / Norton Folgate Trust |
| THE CARPENTERS COMPANY CHARITABLE TRUST | FY2024 | £46k | Grants to be paid out in grants |
| THE CARPENTERS COMPANY CHARITABLE TRUST | FY2023 | £40k | Restricted Fund Transfer |
| THE CARPENTERS COMPANY CHARITABLE TRUST | FY2023 | £18k | Grants to institutions |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE DEO GLORIA TRUST | 1 | £10k |
Charities like this
- THE WORSHIPFUL COMPANY OF LAUNDERERS BENEVOLENT TRUST FUND
- THE CARPENTERS COMPANY CHARITABLE TRUST
- THE NORTON-FREEMAN CHARITABLE TRUST
- BRIGHTON BEACHSIDE ROTARY CHARITABLE FUND
- CHARITIES ADMINISTERED BY THE WORSHIPFUL COMPANY OF FOUNDERS
- THE NORTON CANON PAROCHIAL CHARITIES
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| NORTON FOLGATE TRUST | £353k | — | 0 | above | — | no doubt |
| THE WORSHIPFUL COMPANY OF LAUNDERERS BENEVOLENT TRUST FUND | £36k | — | 0 | above | — | no doubt |
| THE CARPENTERS COMPANY CHARITABLE TRUST | £2.0m | — | 0 | within | — | no doubt |
| THE NORTON-FREEMAN CHARITABLE TRUST | £76k | — | 0 | above | — | no doubt |
| BRIGHTON BEACHSIDE ROTARY CHARITABLE FUND | £25k | — | 0 | unclear | — | no doubt |
| CHARITIES ADMINISTERED BY THE WORSHIPFUL COMPANY OF FOUNDERS | £99k | — | 0 | within | — | no doubt |