THE NORTON-FREEMAN CHARITABLE TRUST
natural disaster reliefmedical researchchristianity/advancement of protestant church
Objects
(A) THE RELIEF OF FINANCIAL NEED AND SUFFERING AMONG VICTIMS OF NATURAL OR OTHER KINDS OF DISASTER IN THE FORM OF MONEY (OR OTHER MEANS DEEMED SUITABLE) FOR PERSONS, BODIES, ORGANISATIONS AND/COUNTRIES AFFECTED;(B) THE ADVANCEMENT OF MEDICAL RESEARCH INTO THE TREATMENT AND CARE OF PERSONS SUFFERING FROM MENTAL OR PHYSICAL ILLNESS OF ANY DESCRIPTION BY THE PROVISION OF FUNDS TO CHARITIES OR CHARITABLE ORGANISATIONS THAT CARRY OUT OR SUPPORT SUCH MEDICAL RESEARCH;(C) THE ADVANCEMENT OF THE CHRISTIAN RELIGION IN ACCORDANCE WITH THE PROTESTANT DOCTRINE BY THE PROVISION OF FUNDS FOR THE MAINTENANCE OF PROTESTANT CATHEDRALS AND CHURCHES TO IMPROVE FACILITIES TO PROVIDE RELIGIOUS TEACHING TO ENLIGHTEN OTHERS ABOUT THE CHRISTIAN RELIGION OR SERVICES TO ALLOW BELIEVERS TO PRACTICE THEIR FAITH.
Financial health, per its FY2025 accounts
The accounts state that total funds increased to £2,779,308, driven by a significant rise in investment income and donations. The Trustees consider reserves adequate to meet objects for many years, noting that future income is expected to increase as funds from a legacy are fully invested.
What the accounts disclose
“The Trustees are of the opinion that the Charity’s reserves should be of a magnitude to generate income through investments, ignoring the benefit of any future legacies, which would enable it to meet current levels of donations.” — page 6
“Williams Investment Management LLP, a firm of investment managers of which Duncan Williams is a partner, manage the investments of the charity. Total fees of £18,767 were paid for investment management during the year.” — page 13
Policies the charity declares
- 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
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
Structured financials (annual return, FY ending 05/04/2024)
Trustees
- DUNCAN CHARLES WILLIAMS
- JANE FREEMAN
- ROBERT HORNER
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £76k | £141k |
| 05/04/2024 | £714k | £84k |
| 05/04/2023 | £2.0m | £66k |
| 05/04/2022 | £13k | £37k |
| 05/04/2021 | £8k | £42k |
Common questions
Is THE NORTON-FREEMAN CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that total funds increased to £2,779,308, driven by a significant rise in investment income and donations. The Trustees consider reserves adequate to meet objects for many years, noting that future income is expected to increase as funds from a legacy are fully invested. Its FY2025 accounts were independently examined.