THE INVERFORTH CHARITABLE TRUST

Registered charity 274132 · accounts filings on the Charity Commission register · also known as I C T

Makes grants to eleven core charities from sectors including health and hospices, youth, music and the arts.

Objects

SUCH CHARITABLE PURPOSES OR CHARITABLE BODIES ASSOCIATIONS OR INSTITUTIONS AS THE TRUSTEES SHALL DETERMINE.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Get email alerts

Latest income

£72k

Latest spending

£150k

Registered

1977

Accounts read

FY2024

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.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: distribute the estimated net annual income to the selected charities, after expenses (held: £16.1m)

“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.”

Per its FY2024 accounts as filed with the Charity Commission.

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

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

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

Trustees · trustee networks

MRS JONATHAN KANEchair
ELIZABETH THE LADY INVERFORTH
LORD INVERFORTH

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

Operates in: Throughout England And Wales

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.