THE LADY FORTE FOUNDATION

Registered charity 326038 · accounts filings on the Charity Commission register · also known as THE FORTE CHARITABLE TRUST

The charity makes grants for charitable purposes and to charitable institutions at the discretion of the Trustees.

Objects

FOR THE BENEFIT OF SUCH CHARITABLE PURPOSES OR CHARITABLE INSTITUTIONS 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 charity had no employees during the year and reported a net decrease in funds of £20,178, driven by investment losses of £20,096. Total funds at the balance sheet date were £2,233,878, which the trustees consider sufficient to meet their objective of maintaining annual grants of approximately £60,000.

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 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.

• 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

Trustees · trustee networks

• SIR ROCCO FORTEchair · trustee of 1 other charity
• LOWNDES TRUSTEES LIMITED
• THE HON OLGA MARIE LOUISE ANNA POLIZZI DI SORRENTINO CBE · trustee of 2 other charities

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

Operates in: Throughout England And Wales

Income and spending

Common questions