The Inverforth Charitable Trust

Charity Number: 274132

Annual Expenditure: £0.2M

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Quick Stats

  • Annual Giving: £197,000 (2022)
  • Total Assets: £9.6 million (2022)
  • Grant Range: Not publicly disclosed
  • Number of Beneficiaries: 11 core charities; 20 charities supported in 2022
  • Geographic Focus: England and Wales
  • Application Process: No public application process - trustee discretion only

Contact Details

Address: 58a Flood Street, London SW3 5TE

Phone: 0207 680 8100

Email: clarindakane@btopenworld.com

Charity Number: 274132

Note: Contact details are provided for informational purposes. This trust does not accept unsolicited applications.

Overview

The Inverforth Charitable Trust is a private grant-making charity established under a Trust Deed dated 14 July 1977. The Trust was founded by an initial gift from the second Lord Inverforth of 10% of the Inverforth family company, Andrew Weir & Company Limited, for general charitable purposes. With total assets of approximately £9.6 million as of 2022, the Trust makes charitable donations within the absolute discretion of its trustees. The Trust focuses its grant-making on eleven core charities across sectors including health and hospices, youth, music and the arts. In 2022, the Trust distributed £197,000 to twenty registered charities, an increase from £130,000 distributed to fourteen charities in 2021. The Trust is currently led by family trustees including The Rt. Hon Andrew Lord Inverforth and The Rt. Hon Elizabeth Lady Inverforth, continuing the family's philanthropic legacy.

Funding Priorities

Grant-Making Approach

The Inverforth Charitable Trust operates a closed grant-making model, supporting a select group of charities chosen by the trustees. All grants are decided with reference to the Trust's policy at an annual meeting of the trustees.

Recent Grant-Making Activity:

  • 2022: £197,000 distributed to 20 charities
  • 2021: £130,000 distributed to 14 charities

The trustees distribute the estimated net annual income to selected charities after expenses. Only registered charities receive donations.

Priority Areas

The Trust focuses on eleven core charities from the following sectors:

  • Health and hospices
  • Youth organizations
  • Music
  • The arts

The Trust Deed allows for “such charitable purposes or charitable bodies associations or institutions as the trustees shall determine,” giving trustees broad discretion in their grant-making.

Investment Approach

The Trust maintains a diversified investment portfolio to protect charitable funds against market volatility and company-specific risks. The Trust takes a long-term view of its investments, which are actively managed by investment advisers to support sustainable grant-making.

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Governance and Leadership

Trustees (as of 2022):

  • The Rt. Hon Andrew Lord Inverforth
  • The Rt. Hon Elizabeth Lady Inverforth
  • One additional trustee (total of 3 trustees)

Secretary and Treasurer:

  • The Hon Mrs Clarinda Kane (2022)

No trustees receive any remuneration, payments, or benefits from the charity. The Trust has no employees with benefits over £60,000 and operates without trading subsidiaries.

Application Process and Timeline

How to Apply

This funder does not have a public application process.

The Inverforth Charitable Trust makes charitable donations within the absolute discretion of the trustees, as laid down by the Trust Deed. All grants are decided at an annual meeting of the trustees, and the Trust supports a select group of eleven core charities that have been chosen by the trustees.

The Trust does not accept unsolicited applications from charities seeking funding. Grant recipients are determined entirely by trustee discretion based on the Trust's internal policies and priorities.

Decision Timeline

Grants are decided at an annual trustees' meeting. The specific timing of this meeting and when successful charities are notified is not publicly disclosed.

Key Takeaways for Grant Writers

  • No public application process: This trust does not accept unsolicited applications and operates on a closed grant-making model with trustee-selected beneficiaries
  • Invitation-only funding: All grant recipients are chosen at the trustees' discretion through an annual meeting
  • Long-term relationships: The Trust supports eleven “core charities,” suggesting established, ongoing relationships rather than one-off grants
  • Focus areas: Health and hospices, youth, music, and the arts are the primary sectors of interest
  • Family foundation: Led by members of the Inverforth family, maintaining the philanthropic legacy of the second Lord Inverforth
  • Growing grant-making: Grant distribution increased by over 50% from 2021 to 2022, suggesting potential expansion of the Trust's charitable activities
  • Registered charities only: All beneficiaries must be registered charities in England and Wales

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