Finance Score: -6

Governance Score: 3

Support Score: 0

Accounts filed more than 5 days late: -3 times
Spending declining: -1
Multiple Deficits: -2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: -3

THE ANNA ROSA FORSTER CHARITABLE TRUST

Distibutions to Charities and other bodies in accordance with terms of Trust

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity only provides its support via other charities

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
Spending is declining
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
05/04/23		£80	£29	£51	n/a	n/a	n/a	n/a	n/a
05/04/22	*	£65	£80	£-15	n/a	n/a	n/a	n/a	n/a
05/04/21		£66	£105	£-38	n/a	n/a	n/a	n/a	n/a
05/04/20	*	£87	£107	£-20	n/a	n/a	n/a	n/a	n/a
05/04/19	*	£90	£31	£59	n/a	n/a	n/a	n/a	n/a
05/04/18	*	£97	£114	£-18	£0	£0	£0	n/a	0
05/04/17		£93	£118	£-25	£0	£0	£0	n/a	0
05/04/16		£100	£103	£-3	£0	£0	£0	n/a	0
05/04/15		£84	£118	£-34	£0	£0	£0	n/a	0
05/04/14		£91	£106	£-15	£0	£0	£0	n/a	0
05/04/13		£88	£103	£-15	£0	£0	£0	n/a	0
05/04/12		£89	£99	£-10	£0	£0	£0	n/a	0
05/04/11		£84	£83	£0	£0	£0	£0	n/a	0
05/04/10		£88	£92	£-4	£0	£0	£0	n/a	0
05/04/09		£81	£98	£-17	£0	£0	£0	n/a	0
05/04/08		£86	£105	£-19	£0	£0	£0	n/a	0
05/04/07	*	£95	£80	£15	£0	£0	£0	n/a	0
05/04/06		£65	£82	£-16	£0	£0	£0	n/a	0
05/04/05		£70	£71	£-2	£0	£0	£0	n/a	0
05/04/04		£62	£84	£-21	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 22 years

amorgan@nicholsonmorgan.co.uk

01661871012

Charity Commission for England and Wales

Listed activities

Animals
Overseas Aid/Famine Relief
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

JONATHAN HESLOP Appointed: 2019

SARAH SINCLAIR Appointed: 2020

ANDREW WILLIAM MORGAN, Other trusteeships: COATES EDUCATIONAL FOUNDATION, THE NORTHUMBERLAND COUNTY YOUTH CRICKET CHARITABLE TRUST, COATES EDUCATIONAL FOUNDATION,

Legal constitution

Charity registered in England & Wales on 10/01/2002, number: 1090028

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures

Filing Record

20 returns made; AR22: 58 days late, AR20: 49 days late, AR19: 77 days late, AR18: 1 days late, AR07: 2 days late,

Main office

Andrew Morgan
14 Bell Villas
Ponteland
NEWCASTLE UPON TYNE
NE20 9BE

Objectives

AS TO THE TRUST INCOME TO DIVIDE THE SAME EQUALLY BETWEEN SUCH CHARITABLE INSTITUTION OR INSTITUTIONS (OR SUCH OTHER CHARITABLE OBJECTS OR PURPOSES) RELATING TO EACH OF THE FOLLOWING FIELDS - 1) MEDICAL RESEARCH2) ANIMAL WELFARE3) FAMINE RELIEFAS THE TRUSTEES MAY FROM TIME TO TIME IN THEIR ABSOLUTE DISCRETION SELECT AND IN SUCH SHARES AND MANNER THEY MAY FROM TIME TO TIME THINK FIT AND PROPER PROVIDED THAT IF CHARITABLE WORK IN ANY OF THE FIELDS REFERRED TO IN SUB CLAUSES 1), 2) AND 3) ABOVE SHALL AT ANY TIME CEASE THEN THE SHARE OF INCOME TO BE APPLIED IN SUCH FIELD OR FIELDS SHALL BE APPLIED TO SUCH FIELD OR FIELDS WHERE CHARITABLE WORK HAS NOT CEASED AND IF MORE THAN ONE IN EQUAL SHARES PROVIDED FURTHER THAT IF IN ANY PARTICULAR YEAR THERE IS A SPECIAL REQUIREMENT (IN THE OPINION OF MY TRUSTEES) FOR MONEY TO BE APPLIED IN ANY OF THE PARTICULAR FIELDS REFERRED TO IN SUB-CLAUSES 1), 2) AND 3 ABOVE THEN AVAILABLE INCOME (EITHER FROM THE CURRENT YEAR OR PREVIOUS YEAR) MAY BE TRANSFERRED FROM THE SHARE OF INCOME APPLICABLE TO THE OTHER FIELD OR FIELDS AND SUCH TRANSFER CAN BE MADE AT THE ABSOLUTE DISCRETION OF MY TRUSTEES AND CAN BE FOR SUCH AN AMOUNT AS MY TRUSTEES THINK FIT

Defined Area of Benefit:

NOT DEFINED

Data Sources