THE NORTON FOUNDATION

Registered charity 702638 · accounts filings on the Charity Commission register

Providing financial assistance for needy young people under 25 currently restricted to those residing in Warwickshire and Birmingham

Objects

THE TRUSTEES SHALL HOLD THE TRUST FUND AND THE INCOME UPON TRUST TO HELP IN THE UNITED KINGDOM AND IN PARTICULAR WITHOUT IMPOSING RESTRAINT THE BIRMINGHAM AREA AND THE COUNTY OF WARWICKSHIRE CHILDREN AND YOUNG PERSONS UNDER THE AGE OF TWENTY FIVE YEARS WHO ARE IN NEED OF CARE OR REHABILITATION OR AID OF ANY KIND PARTICULARLY AS THE RESULT OF DELINQUENCY DEPRIVATION MALTREATMENT OR NEGLECT OR WHO ARE IN DANGER OF LAPSING OR RELAPSING INTO DELINQUENCY.

Area of benefit: SEE OBJECT

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

Causes: Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Accommodation/housing · Amateur Sport · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: Solihull, West Midlands, England (from the postcode on the register)

Latest income

£153k

Latest spending

£117k

Registered

1990

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net decrease in funds of £190,789 for the year ended 5 April 2025, driven by a loss on investment assets of £226,090. The trustees note that the unapplied total return has decreased and implemented a plan to resolve the negative unapplied total return of £662,724 through falling inflation and improved market conditions. Despite these investment losses, the trustees consider the management and other expenses to be controlled at an acceptable level.

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

What the accounts disclose

Reserves policy: not to maintain any unrestricted reserves

“It is the Trust's policy not to maintain any unrestricted reserves as ongoing funds are available from the endowment under the total return policy adopted.” — page 6

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Thomas and Young Ltd. Discloses 5 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
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 05/04/2025

Grant-making is its main activity

Self-declared on the annual return for the financial year ending 05/04/2024

Grant-making is its main activity

Self-declared on the annual return for the financial year ending 05/04/2023

Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

ALAN BAILEYchair
Clare Louise Hatton
David Sternberg · trustee of 1 other charity
Gurandan Singh Jaspal
JANE ANTOINETTE GAYNOR
Louisa Hayward
MICHAEL ROBERT BAILEY
MRS LOUISE SEWELL
Raj Dassaur
Simeon Thomas Connor
WILLIAM JAMES PUSEY

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

Operates in: Birmingham City · Coventry City · Warwickshire

Income and spending

Financial year end	Income	Spending
05/04/2025	£153k	£117k
05/04/2024	£165k	£138k
05/04/2023	£159k	£473k
05/04/2022	£149k	£435k
05/04/2021	£158k	£87k

Common questions

Is THE NORTON FOUNDATION financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a net decrease in funds of £190,789 for the year ended 5 April 2025, driven by a loss on investment assets of £226,090. The trustees note that the unapplied total return has decreased and implemented a plan to resolve the negative unapplied total return of £662,724 through falling inflation and improved market conditions. Despite these investment losses, the trustees consider the management and other expenses to be controlled at an acceptable level. Its FY2025 accounts were audited by Thomas and Young Ltd.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE THOMAS BRINGTON FOUNDATION.

THE THOMAS BRINGTON FOUNDATION income £125k
NORMAN WHITELEY TRUST income £233k
THE CHETWODE FOUNDATION income £86k
The Trust Foundation income £2.5m
THE THOMAS FREKE AND LADY NORTON CHARITY income £147k
HAS TRUST income £52k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE NORTON FOUNDATION	£153k	—	unclear	—	no doubt
THE THOMAS BRINGTON FOUNDATION FY2025	£125k	—	above	—	no doubt
NORMAN WHITELEY TRUST FY2025	£233k	—	unclear	—	no doubt
THE CHETWODE FOUNDATION FY2025	£86k	—	unclear	—	no doubt
The Trust Foundation FY2025	£2.5m	—	unclear	—	no doubt
THE THOMAS FREKE AND LADY NORTON CHARITY FY2026	£147k	—	below	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.