THE FORBES CHARITABLE FOUNDATION
To provide benefits for people with learning disabilities.
Financial health, per its FY2026 accounts
The accounts state that the charity holds unrestricted reserves of £8,353,399, which the trustees consider sufficient to meet ongoing operating expenditure and continue as a going concern. The charity reported a net gain on investments of £1,297,285, resulting in a total net asset increase to £8,961,627 for the year ended 5 April 2026.
What the accounts disclose
“Investment income — gross 209 270” — page 12
“The reserves policy of the Charity is to maintain free reserves (which are included within the unrestricted funds of the Charity) at a level which provides sufficient funds to meet ongoing operating expenditure.” — page 5
Register events
- Received assets from another charity (20/03/2017)
- Received assets from another charity (29/10/2014)
Trustees
- Bimal Kumar Saurabhkumar Patel
- Claire Rintoul
- HELEN LOUISE JOHNSON
- Ian Richards Johnson BA FCA
- JOHN MAXWELL WAITE
- Julie Riley
- Mark Christopher Morris FCA
- Nigel Jeremy Doggett
- Patrick Martin Wallace
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2026 | £216k | £267k |
| 05/04/2025 | £277k | £289k |
| 05/04/2024 | £253k | £253k |
| 05/04/2023 | £263k | £273k |
| 05/04/2022 | £236k | £297k |
Common questions
Is THE FORBES CHARITABLE FOUNDATION financially healthy?
Per its FY2026 accounts: The accounts state that the charity holds unrestricted reserves of £8,353,399, which the trustees consider sufficient to meet ongoing operating expenditure and continue as a going concern. The charity reported a net gain on investments of £1,297,285, resulting in a total net asset increase to £8,961,627 for the year ended 5 April 2026. Its FY2026 accounts were audited by Somerbys Limited.
Charities like this
- THE BARRY AND PEGGY HIGH FOUNDATION
- THE LOCKWOOD CHARITABLE FOUNDATION
- SELLATA LIMITED
- NES FOUNDATION LTD
- CHALONER CHILDRENS CHARITY
- THE DYSLEXIA FOUNDATION
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE FORBES CHARITABLE FOUNDATION | £216k | — | 0 | unclear | — | no doubt |
| THE BARRY AND PEGGY HIGH FOUNDATION | £2.8m | — | — | unclear | — | no doubt |
| THE LOCKWOOD CHARITABLE FOUNDATION | £2.8m | — | 0 | unclear | — | no doubt |
| SELLATA LIMITED | £158k | — | 0 | above | — | no doubt |
| NES FOUNDATION LTD | £684k | — | 0 | unclear | — | no doubt |
| CHALONER CHILDRENS CHARITY | £161k | — | 0 | unclear | — | no doubt |