THE NORTON-FREEMAN CHARITABLE TRUST

Registered charity 1114766 · accounts filings on the Charity Commission register

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.

Area of benefit: UNITED KINGDOM

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

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.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

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

Per its annual return, cost of raising funds: 2.7% of total income.

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.