THE LADY FORESTER TRUST

Registered charity 241187 · accounts filings on the Charity Commission register

The charity receives applications for grants from individuals, relevant medical professional bodies, other organisations and charitable trusts.

Causes: The Advancement Of Health Or Saving Of Lives · Disability · Grant history (this charity is a funder) · Get email alerts

Latest income

£209k

Latest spending

£298k

Registered

1965

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that free reserves stood at £68,253, which is significantly below the trustees' stated policy target of nine months' expenditure. Despite this shortfall, the trustees maintain that the charity has adequate resources to continue in operational existence for the foreseeable future, citing the ability to draw upon cash balances within the investment portfolio if necessary.

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

What the accounts disclose

Largest income source: Investment income (99% of income)

“Investment income 207,447” — page 9

Per its FY2025 accounts as filed with the Charity Commission.

Reserves position: below the charity's own stated reserves policy (held: £68k; policy: nine months expenditure)

“Whilst the free reserves figure is significantly below this target”

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

THE HON ALICE SOPHIE STOKERchair
CHARLES JAMES STANBURY WHITAKER · trustee of 1 other charity
HELEN ELIZABETH COLLINSON RGN
HENRY William Hugh CARPENTER · trustee of 1 other charity
JANETTE STEWART
Katie Thorn
LORD FORESTER
THE LADY FORESTER · trustee of 1 other charity

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

Operates in: Shropshire

Income and spending

Financial year end	Income	Spending
31/12/2025	£209k	£298k
31/12/2024	£240k	£213k
31/12/2023	£249k	£250k
31/12/2022	£227k	£264k
31/12/2021	£229k	£189k

Common questions

Is THE LADY FORESTER TRUST financially healthy?

Per its FY2025 accounts: The accounts state that free reserves stood at £68,253, which is significantly below the trustees' stated policy target of nine months' expenditure. Despite this shortfall, the trustees maintain that the charity has adequate resources to continue in operational existence for the foreseeable future, citing the ability to draw upon cash balances within the investment portfolio if necessary. Its FY2025 accounts were independently examined.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with LADY FORESTER HOSPITAL TRUST.

LADY FORESTER HOSPITAL TRUST income £705k
FOREST HILL CHARITABLE TRUST income £490k
GRAND CHARITABLE TRUST OF THE ORDER OF WOMEN FREEMASONS income £107k
THE HARGREAVES CHARITABLE TRUST income £169k
THE REGAL TRUST LIMITED income £658k
THE AURUM CHARITABLE TRUST income £1.8m

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE LADY FORESTER TRUST	£209k	—	below	—	no doubt
LADY FORESTER HOSPITAL TRUST FY2025	£705k	—	within	—	no doubt
FOREST HILL CHARITABLE TRUST FY2026	£490k	—	unclear	—	no doubt
GRAND CHARITABLE TRUST OF THE ORDER OF WOMEN FREEMASONS FY2025	£107k	—	unclear	—	no doubt
THE HARGREAVES CHARITABLE TRUST FY2026	£169k	—	unclear	—	no doubt
THE REGAL TRUST LIMITED FY2025	£658k	—	unclear	—	no doubt

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