Finance Score: -6

Governance Score: 0

Support Score: 0

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

(no info on trustees)

No supporters identified

Overall GiG Score: -6

CATHERINE AND ALFRED FORREST TRUST

Analysis by Giving is Great

Financial issues to consider:

Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

Financial Data

Income & Spending ?

Period ending	31/12/17	31/12/18	31/12/19	31/12/20	31/12/21	31/12/22
Total income	£41,362	£26,642	£30,125	£22,812	£23,521	£23,899
Total spending	£43,243	£62,843	£51,477	£38,071	£27,265	£39,760
Surplus/deficit	-£1,881	-£36,201	-£21,352	-£15,259	-£3,744	-£15,861

Established: 20 years

Listed activities

It makes grants, donations, loans, gifts or pensions to individuals

GiG Classification

Poverty relief

Purposes

The advancement of education
The advancement of citizenship or community development
The advancement of the arts, heritage, culture or science','any other purpose that may reasonably be regarded as analogous to any of the preceding purposes

Where it operates

Operations cover all or most of Scotland, main operating location: Fife

Who it helps

Other defined groups
No specific group, or for the benefit of the community

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees

Sorry we have no information about the Trustees.

Legal constitution

Charity registered in Scotland on 01/07/2004, number: SC035699

Filing Record

5 returns made; all on time

Main office

26 Robertson Terrace, Forfar, Angus, DD8 3JN

Objectives

The Trust Fund and the income thereof shall be applied by the Trustees as follows: 1. The income of one-half of the Trust Fund shall be used to provide an annual fine art bursary bursaries for post-graduate research in art history said research to cover painting, sculpture, architecture, design, crafts and industrial design in European and American art from the end of the Renaissance onwards said research to be pursued at a University or Centre of Education outside of the United Kingdom or Republic of Ireland and should lead to publication and said bursary or bursaries should be payable toa post-graduate student or students (but not a member of staff) of St Andrews University but failing the availability of suitable candidates the bursary or bursaries shall be available to post-graduates of other Scottish Universities. and 2. The income from the other one-half of the Trust Fund is to be administered by the Trustees to provide a fund to be known as 'The St Andrews Local History Foundation' of which the annual income is to be applied in accordance with the provisions of clause (Four) hereof. 3. The Trustees reserve the power to transfer the Trust Fund to any other charitable body in accordance with the provisions of clause (Seven) hereof.