THE INVERFORTH CHARITABLE TRUST
Makes grants to eleven core charities from sectors including health and hospices, youth, music and the arts.
Financial health, per its FY2024 accounts
The accounts state that total Trust funds decreased by £1,269,113 to £16,079,277 due to net investment losses, despite a net income deficit of £78,394. The charity holds unrestricted funds of £16,079,277 and has no stated reserves policy target against which to compare this figure. The trustees confirm the charity is a going concern with adequate working capital.
What the accounts disclose
“For the future, the Trustees will distribute the estimated net annual income to the selected charities, after expenses. Capital is defined as the fixed asset investments and cash held by the investment managers less current liabilities.”
Trustees
- MRS JONATHAN KANEchair
- ELIZABETH THE LADY INVERFORTH
- LORD INVERFORTH
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2024 | £72k | £150k |
| 31/12/2023 | £37k | £164k |
| 31/12/2022 | £64k | £201k |
| 31/12/2021 | £44k | £133k |
| 31/12/2020 | £146k | £146k |
Common questions
Is THE INVERFORTH CHARITABLE TRUST financially healthy?
Per its FY2024 accounts: The accounts state that total Trust funds decreased by £1,269,113 to £16,079,277 due to net investment losses, despite a net income deficit of £78,394. The charity holds unrestricted funds of £16,079,277 and has no stated reserves policy target against which to compare this figure. The trustees confirm the charity is a going concern with adequate working capital. Its FY2024 accounts were independently examined.