Finance Score: 0

Governance Score: 0

Support Score: 0

No PartB

Static board: -3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 0

THE LADY FORESTER TRUST

The charity receives applications for grants from individuals, relevant medical professional bodies, other organisations and charitable trusts.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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
31/12/23	£249	£250	£0	n/a	n/a	n/a	n/a	n/a
31/12/22	£227	£264	£-37	n/a	n/a	n/a	n/a	n/a
31/12/21	£229	£189	£40	n/a	n/a	n/a	n/a	n/a
31/12/20	£209	£185	£23	n/a	n/a	n/a	n/a	n/a
31/12/19	£214	£148	£66	n/a	n/a	n/a	n/a	n/a
31/12/18	£200	£264	£-64	£0	£0	£0	n/a	0
31/12/17	£181	£211	£-30	£0	£0	£0	n/a	0
31/12/16	£226	£229	£-3	£0	£0	£0	n/a	0
31/12/15	£150	£172	£-22	£0	£0	£0	n/a	0
31/12/14	£153	£139	£14	£0	£0	£0	n/a	0
31/12/13	£153	£172	£-20	£0	£0	£0	n/a	0
31/12/12	£149	£132	£17	£0	£0	£0	n/a	0
31/12/11	£146	£137	£10	£0	£0	£0	n/a	0
31/12/10	£137	£114	£23	£0	£0	£0	n/a	0
31/12/09	£131	£104	£27	£0	£0	£0	n/a	0
31/12/08	£161	£123	£37	£0	£0	£0	n/a	0
31/12/07	£152	£123	£29	£0	£0	£0	n/a	0
31/12/06	£146	£186	£-40	£0	£0	£0	n/a	0
31/12/05	£139	£115	£24	£0	£0	£0	n/a	0
31/12/04	£121	£96	£25	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

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Highest pay bracket: less than £60,000

Established: 59 years

lft@willeyestates.co.uk

01952884318

Charity Commission for England and Wales

Listed activities

Disability
The Advancement Of Health Or Saving Of Lives

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Shropshire,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

JANETTE STEWART Appointed: 2010

LORD FORESTER Appointed: 2005

MRS LIBBY COLLINSON RGN Appointed: 2003

THE HON ALICE SOPHIE STOKER Appointed: 2002

CHARLES JAMES STANBURY WHITAKER Appointed: 2017, Other trusteeship: THE HON E W C WELD-FORESTER WILL TRUST,

HENRY CARPENTER Appointed: 2004, Other trusteeship: BERRINGTON PARISH HALL,

LADY CATHERINE ELIZABETH FORESTER DL (Chair) Appointed: 1968, Other trusteeship: SLANEY'S ALMSHOUSE CHARITY,

THE LADY FORESTER Appointed: 2010, Other trusteeship: Wenlock Forester Trust,

Legal constitution

Charity registered in England & Wales on 06/04/1965, number: 241187

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Investment
Safeguarding policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; all on time

Main office

THE ESTATE OFFICE
WILLEY
BROSELEY
SHROPSHIRE
TF12 5JN

Objectives

TO RELIEVE IN CASES OF NEED PERSONS WHO ARE SICK, CONVALESCENT, DISABLED, HANDICAPPED OR INFIRM, BY PROVIDING OR PAYING FOR ITEMS, SERVICES OR FACILITIES WHICH ARE CALCULATED TO ALLEVIATE THE SUFFERING OR ASSIST THE RECOVERY OF SUCH PERSONS IN SUCH CASES BUT ARE NOT READILY AVAILABLE TO THEM FROM OTHER SOURCES. (FOR FURTHER DETAILS SEE CLAUSE 24 OF SCHEME).

Defined Area of Benefit:

SALOP

Data Sources