FORTUNA CHARITABLE TRUST

Registered charity 291741 · accounts filings on the Charity Commission register

A wide range of charities are supported with the emphasis on charities local to the Bristol area.

Objects

THE BENEFIT OF SUCH ONE OR MORE CHARITABLE INSTITUTIONS OR SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME THINK FIT.

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

Financial health, per its FY2025 accounts

The accounts state that the Trust reported a surplus of £21,185.35 for the year ended 5 April 2025, bringing total unrestricted reserves to £84,896.38. The Honorary Examiner confirmed that no material matters came to their attention that would cause concern regarding the accounts. The Trustees reported the financial position as satisfactory.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 3 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 risk management policy and procedures
• Investing charity funds policy and procedures

Trustees · trustee networks

• LADY VIRGINIA TIDMARSH
• SIR JAMES NAPIER TIDMARSH KCVO MBE

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

Operates in: Throughout England And Wales

Income and spending

Common questions