Charity Accounts Intelreading the accounts so you don’t have to

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

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

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.

Trustees · trustee networks

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

Operates in: Birmingham City · Coventry City · Warwickshire

Income and spending

Financial year endIncomeSpending
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.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
GOWLING WLG (UK) CHARITABLE TRUST2£3k
LOCAL TRUST1£122k
THE MICHAEL MARSH CHARITABLE TRUST1£69k
THE ALAN EDWARD HIGGS CHARITY1£15k
THE SHELDON TRUST1£12k
THE JOHN HORSEMAN TRUST1£10k
BLACKHORSE ROAD BAPTIST CHURCH1£7k
THE EDWARD CADBURY CHARITABLE TRUST1£6k

Charities like this

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

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE NORTON FOUNDATION£153k—0unclear—no doubt
THE WESTMINSTER FOUNDATION FY2025£5.0m——unclear—no doubt
THE WORTH FOUNDATION LIMITED FY2025£653k—0above—no doubt
BECKETT'S AND SARGEANT'S EDUCATIONAL FOUNDATION FY2024£284k—0unclear—no doubt
NOTTINGHAM MUNICIPAL CHARITIES FY2024£323k—0unclear—no doubt
WARWICK RELIEF IN NEED CHARITY FY2025£268k—0above—no doubt

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