NORMAN WALKER TRUST
Donations at Trustees discretion.
Objects
TO, OR FOR THE BENEFIT OF, SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS THE TRUSTEES MAY IN THEIR DISCRETION THINK FIT..
Latest income
£31k
Latest spending
£18k
Registered
2002
Accounts read
FY2025
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £19,427, with a stated policy of not building up income reserves. The charity reported a net increase in funds of £112,558, driven by investment gains, though it noted insufficient income funds to support usual grant levels in the current year.
What the accounts disclose
Largest income source: Investments (98% of income)
“Income from investments and interest totalled £30,592 (£38,622 in 2024) with £7,330 (£7,483 in 2024) being spent to generate the funds in the form of investment management costs.” — page 3
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: It is not the intention of the Trustees to build up or maintain income reserves, with any under expenditure of income being balanced by over expenditure in preceding or subsequent years. (reserves figure: £19k)
“It is not the intention of the Trustees to build up or maintain income reserves, with any under expenditure of income being balanced by over expenditure in preceding or subsequent years.” — page 4
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Rathbones Trust Company (Trustee) received £3,939 for professional services.
“Apart from a provision of £3,939 (£2,960 in 2024) relating to Rathbones Trust Company, Trustee, for professional services provided, which is authorised by powers contained within the charity's deed, no amounts were paid from the Charity to any related parties during the year (nil 2024).” — page 17
“The investment management is undertaken by RIM at their standard terms as offered to other charities. RTC is not obliged to appoint or retain RIM as investment managers but do so on the basis that the terms and performance have been satisfactory when compared to alternative providers of investment management.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Rathbones Investment Management provided investment management services.
“Apart from a provision of £3,939 (£2,960 in 2024) relating to Rathbones Trust Company, Trustee, for professional services provided, which is authorised by powers contained within the charity's deed, no amounts were paid from the Charity to any related parties during the year (nil 2024).” — page 17
“The investment management is undertaken by RIM at their standard terms as offered to other charities. RTC is not obliged to appoint or retain RIM as investment managers but do so on the basis that the terms and performance have been satisfactory when compared to alternative providers of investment management.”
Per its FY2025 accounts as filed with the Charity Commission.
Policies the charity declares
- 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
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/10/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/10/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/10/2023
- Grant-making is its main activity
Trustees
- Lesley Margaret Scoular
- RATHBONE TRUST CO LTD
- RICHARD PATRICK LANYON
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/10/2025 | £31k | £18k |
| 31/10/2024 | £39k | £77k |
| 31/10/2023 | £40k | £52k |
| 31/10/2022 | £39k | £73k |
| 31/10/2021 | £38k | £56k |
Common questions
Is NORMAN WALKER TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £19,427, with a stated policy of not building up income reserves. The charity reported a net increase in funds of £112,558, driven by investment gains, though it noted insufficient income funds to support usual grant levels in the current year. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST | 1 | £183k |
| VENDQUOT LIMITED | 1 | £6k |
| ABG TRUST FUND | 1 | £4k |
| RICHARD WATTS AND THE CITY OF ROCHESTER ALMSHOUSE CHARITIES | 1 | £200 |
Charities like this
- NORMALYN CHARITABLE TRUST
- BRIAN WILSON CHARITABLE TRUST
- FORMAN HARDY CHARITABLE TRUST
- M I CHARITABLE TRUST
- THE MANACKERMAN CHARITABLE TRUST
- THE FORT TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| NORMAN WALKER TRUST | £31k | — | 0 | unclear | — | no doubt |
| NORMALYN CHARITABLE TRUST | £36k | — | — | within | — | no doubt |
| BRIAN WILSON CHARITABLE TRUST | £126k | — | 0 | above | — | no doubt |
| FORMAN HARDY CHARITABLE TRUST | £42k | — | 0 | unclear | — | no doubt |
| M I CHARITABLE TRUST | £21k | — | 0 | unclear | — | no doubt |
| THE MANACKERMAN CHARITABLE TRUST | £153k | — | 0 | within | — | no doubt |