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THE JONATHAN SYMONS WILL TRUST

Registered charity 1196461 · accounts filings on the Charity Commission register

The charity makes grants to other charitable bodies or for charitable purposes

Objects

THE PURPOSE OF THE WILL TRUST IS TO SUPPORT SUCH CHARITY OR CHARITIES OR FOR SUCH CHARITABLE PURPOSES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION DETERMINE.

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 · Education/training · Overseas Aid/famine Relief · Religious Activities · Other Charitable Purposes · Get email alerts

Registered contact address: Southwark, London, England (from the postcode on the register)

Latest income
£28k
Latest spending
£1.3m
Registered
2021
Accounts read
FY2025

Financial health, per its FY2025 accounts

The charity reported a net expenditure of £1,247,099 for the year, resulting in a decrease in unrestricted funds from £3,072,239 to £1,825,140. The primary source of incoming resources was investment income of £32,903, while charitable activities, primarily grants, accounted for £1,275,460 in expenditure. The trustees confirm the accounts are prepared on a going concern basis, assuming the charity will continue for at least twelve months.

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

What the accounts disclose

Largest income source: Investment income (116% of income)
“Investment income 32,903” — page 7
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Howard Kennedy LLP, a firm where two trustees (Michael Lewis and Simon Malkiel) have professional connections, provided legal services to the charity.
“Howard Kennedy LLP provided legal services to the charity in this financial period at a value of £33,590” — page 15
“£277,589 of the Cash at Bank and in hand shown on the Balance Sheet at 31st December 2025 was held by Howard Kennedy LLP on behalf of the charity” — page 15
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Howard Kennedy LLP held cash on behalf of the charity.
“Howard Kennedy LLP provided legal services to the charity in this financial period at a value of £33,590” — page 15
“£277,589 of the Cash at Bank and in hand shown on the Balance Sheet at 31st December 2025 was held by Howard Kennedy LLP on behalf of the charity” — page 15
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 2 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 31/12/2022)

Total income
£3.6m
Total spending
£63k
Reserves (reported)
£3.6m
Employees
0

Per its annual return, cost of raising funds: 0.0% 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
31/12/2025£28k£1.3m
31/12/2024£82k£563k
31/12/2023£-73k£19k
31/12/2022£3.6m£63k

Common questions

Is THE JONATHAN SYMONS WILL TRUST financially healthy?

Per its FY2025 accounts: The charity reported a net expenditure of £1,247,099 for the year, resulting in a decrease in unrestricted funds from £3,072,239 to £1,825,140. The primary source of incoming resources was investment income of £32,903, while charitable activities, primarily grants, accounted for £1,275,460 in expenditure. The trustees confirm the accounts are prepared on a going concern basis, assuming the charity will continue for at least twelve months. Its FY2025 accounts were independently examined.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with NICHOLAS JONES CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE JONATHAN SYMONS WILL TRUST£28k——unclear—no doubt
NICHOLAS JONES CHARITABLE TRUST FY2025£37k—0unclear—no doubt
SUMNER WILSON CHARITABLE TRUST FY2025£136k—0above—no doubt
THE JULIUS SILMAN CHARITABLE TRUST FY2025£32k£4,0000unclear—no doubt
THE HUGH SYMONS CHARITABLE TRUST FY2025£314k—0below—no doubt
THE WILLIAM ALLEN YOUNG CHARITABLE TRUST FY2025£741k—0unclear—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.