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THE NORTON-FREEMAN CHARITABLE TRUST

Registered charity 1114766 · accounts filings on the Charity Commission register

natural disaster reliefmedical researchchristianity/advancement of protestant church

Causes: General Charitable Purposes · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · Religious Activities · Get email alerts

Latest income
£76k
Latest spending
£141k
Registered
2006
Accounts read
FY2025

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.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: magnitude to generate income through investments... to meet current levels of donations (held: £2.8m)
“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
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Duncan Williams is a partner in Williams Investment Management LLP, which managed investments.
“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
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Structured financials (annual return, FY ending 05/04/2024)

Total income
£714k
Total spending
£84k
Cost of raising funds
£19k
Reserves (reported)
£2.8m
Employees
0

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
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.