THE SIMON GIBSON CHARITABLE TRUST
Financial health, per its FY2025 accounts
The accounts state that total net assets decreased to £98,608,082 from £102,101,491 in the prior year, driven by a net movement in funds of £(3,493,409) due to investment losses. The trustees consider free reserves of £2,370,331 to be adequate, noting that their policy is to distribute virtually all unrestricted income rather than build substantial reserves. The charity did not actively fundraise, relying solely on investment income and cash deposits.
What the accounts disclose
“It is not their policy to build up substantial reserves but to distribute virtually the whole of the income on the unrestricted funds for each year shortly after that year’s end.”
“One Trustee received £7,333 for their administrative services in the year (2024 – £3,308).” — page 21
“During the year, the charity made a grant of £20,000 (2024 – £25,000) to The Royal Welsh Agricultural Society and a grant of £45,000 (2024 – £38,400) to The Rectorial Benefice of Cowbridge of which John Homfray was trustee for both organisations. The Trust also made a grant of £5,000 (2024 – £5,000) to Cowbridge Physic Garden of which John Homfray’s spouse is a trustee.” — page 32
“During the year, the charity made a grant of £20,000 (2024 – £25,000) to The Royal Welsh Agricultural Society and a grant of £45,000 (2024 – £38,400) to The Rectorial Benefice of Cowbridge of which John Homfray was trustee for both organisations. The Trust also made a grant of £5,000 (2024 – £5,000) to Cowbridge Physic Garden of which John Homfray’s spouse is a trustee.” — page 32
“During the year, the charity made a grant of £20,000 (2024 – £25,000) to The Royal Welsh Agricultural Society and a grant of £45,000 (2024 – £38,400) to The Rectorial Benefice of Cowbridge of which John Homfray was trustee for both organisations. The Trust also made a grant of £5,000 (2024 – £5,000) to Cowbridge Physic Garden of which John Homfray’s spouse is a trustee.” — page 32
“During the year, the charity made a grant of £20,000 (2024 – £25,000) to The Royal Welsh Agricultural Society and a grant of £45,000 (2024 – £38,400) to The Rectorial Benefice of Cowbridge of which John Homfray was trustee for both organisations. The Trust also made a grant of £5,000 (2024 – £5,000) to Cowbridge Physic Garden of which John Homfray’s spouse is a trustee.” — page 32
“During the year, the charity made a grant of £20,000 (2024 – £25,000) to The Royal Welsh Agricultural Society and a grant of £45,000 (2024 – £38,400) to The Rectorial Benefice of Cowbridge of which John Homfray was trustee for both organisations. The Trust also made a grant of £5,000 (2024 – £5,000) to Cowbridge Physic Garden of which John Homfray’s spouse is a trustee.” — page 32
“During the year, the charity made a grant of £20,000 (2024 – £25,000) to The Royal Welsh Agricultural Society and a grant of £45,000 (2024 – £38,400) to The Rectorial Benefice of Cowbridge of which John Homfray was trustee for both organisations. The Trust also made a grant of £5,000 (2024 – £5,000) to Cowbridge Physic Garden of which John Homfray’s spouse is a trustee.” — page 32
Structured financials (annual return, FY ending 05/04/2026)
Trustees
- Alicia Gibson
- DEBORAH LOUISE CONNOR ACA,BA
- GEORGE DAVID GIBSON
- JOHN GEORGE RICHARDS HOMFRAY
- Virginia Lort
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2026 | £29.1m | £3.4m |
| 05/04/2025 | £2.6m | £2.9m |
| 05/04/2024 | £74.5m | £1.3m |
| 05/04/2023 | £948k | £1.1m |
| 05/04/2022 | £1.1m | £813k |
Common questions
Is THE SIMON GIBSON CHARITABLE TRUST financially healthy?
The accounts state that total net assets decreased to £98,608,082 from £102,101,491 in the prior year, driven by a net movement in funds of £(3,493,409) due to investment losses. The trustees consider free reserves of £2,370,331 to be adequate, noting that their policy is to distribute virtually all unrestricted income rather than build substantial reserves. The charity did not actively fundraise, relying solely on investment income and cash deposits. Its FY2025 accounts were audited by Buzzacott Audit LLP.
Who funds THE SIMON GIBSON CHARITABLE TRUST?
Funders whose own accounts filings name THE SIMON GIBSON CHARITABLE TRUST as a grant recipient include The Wavertree Education Trust Limited.
Known funders
| Funder | Year | Amount |
|---|---|---|
| The Wavertree Education Trust Limited | FY2024 | £12k |