Finance Score: -3

Governance Score: -5

Support Score: 0

Spending falling: -1
Multiple Deficits: -2
No PartB

Very static board: -5

No supporters identified

Overall GiG Score: -8

THE FORTE CHARITABLE TRUST

The charity makes grants for charitable purposes and to charitable institutions at the discretion of the Trustees.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

The Board composition appears to be very 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
Spending has fallen significantly over the last 5 years relative to the previous period
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	*	£28	£56	£-28	n/a	n/a	n/a	n/a	n/a
05/04/22		£18	£44	£-27	n/a	n/a	n/a	n/a	n/a
05/04/21		£21	£34	£-13	n/a	n/a	n/a	n/a	n/a
05/04/20		£30	£100	£-70	n/a	n/a	n/a	n/a	n/a
05/04/19		£31	£83	£-52	n/a	n/a	n/a	n/a	n/a
05/04/18	*	£36	£77	£-41	£0	£0	£0	n/a	0
05/04/17	*	£29	£115	£-86	£0	£0	£0	n/a	0
05/04/16		£29	£94	£-65	£0	£0	£0	n/a	0
05/04/15		£33	£73	£-40	£0	£0	£0	n/a	0
05/04/14		£20	£71	£-51	£0	£0	£0	n/a	0
05/04/13		£2	£45	£-43	£0	£0	£0	n/a	0
05/04/12		£0	£36	£-36	£0	£0	£0	n/a	0
05/04/11		£0	£118	£-118	£0	£0	£0	n/a	0
05/04/10	*	£0	£125	£-125	£0	£0	£0	n/a	0
05/04/09		£0	£120	£-120	£0	£0	£0	n/a	0
05/04/08		£1	£138	£-137	£0	£0	£0	n/a	0
05/04/07		£0	£112	£-111	£0	£0	£0	n/a	0
05/04/06		£1	£88	£-87	£0	£0	£0	n/a	0
05/04/05	*	£3	£84	£-81	£0	£0	£0	n/a	0
05/04/04		£41	£123	£-82	£0	£0	£0	n/a	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 42 years

jlewendon@roccofortehotels.com

02073212626

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

Elderly/Old People
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

LOWNDES TRUSTEES LIMITED Appointed: 2000

SIR ROCCO FORTE (Chair) Appointed: 1982, Other trusteeships: THE LONDON SYMPHONY ORCHESTRA ENDOWMENT TRUST, THE LORD FORTE FOUNDATION,

THE HON OLGA MARIE LOUISE ANNA POLIZZI DI SORRENTINO CBE Appointed: 1982, Other trusteeships: THE LORD FORTE FOUNDATION, POLIZZI CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 11/03/1982, number: 326038

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Safeguarding policy and procedures

Filing Record

20 returns made; AR23: 7 days late, AR18: 24 days late, AR17: 72 days late, AR10: 83 days late, AR05: 10 days late,

Main office

ROCCO FORTE HOTELS LTD
70 JERMYN STREET
LONDON
SW1Y 6NY

Objectives

FOR THE BENEFIT OF SUCH CHARITABLE PURPOSES OR CHARITABLE INSTITUTIONS AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources