SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST
Financial health, per its FY2023 accounts
The accounts state that unrestricted funds total £773,960, which is above the trustees' stated minimum reserve policy of £20,000. The charity reports a net loss on investments of £279,691, contributing to an overall decrease in total funds from £8,161,941 to £7,998,384 for the year.
What the accounts disclose
Trustees
- Russell John Racechair
- Gail Mary Christina Halls
- IAN MCLEOD
- James Nicholas Barney
- Shirley Anne Gurteen
- Stephanie Mary Brivio OBE
- The Very Rev. Dr. Philip John Hesketh
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/08/2025 | £187k | £170k |
| 31/08/2024 | £208k | £351k |
| 31/08/2023 | £228k | £113k |
| 31/08/2022 | £187k | £89k |
| 31/08/2021 | £182k | £114k |
Common questions
Is SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST financially healthy?
The accounts state that unrestricted funds total £773,960, which is above the trustees' stated minimum reserve policy of £20,000. The charity reports a net loss on investments of £279,691, contributing to an overall decrease in total funds from £8,161,941 to £7,998,384 for the year. Its FY2023 accounts were independently examined.
Who funds SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST?
Funders whose own accounts filings name SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST as a grant recipient include SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST, RICHARD WATTS AND THE CITY OF ROCHESTER ALMSHOUSE CHARITIES.
Shared trustees with funders
- Gail Mary Christina Halls — trustee here and at SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST
- IAN MCLEOD — trustee here and at SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST
- James Nicholas Barney — trustee here and at SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST
- Russell John Race — trustee here and at SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST
- Shirley Anne Gurteen — trustee here and at SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST
- Stephanie Mary Brivio OBE — trustee here and at SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST
- The Very Rev. Dr. Philip John Hesketh — trustee here and at SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST
Known funders
| Funder | Year | Amount |
|---|---|---|
| SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST | FY2023 | £62k |
| RICHARD WATTS AND THE CITY OF ROCHESTER ALMSHOUSE CHARITIES | FY2021 | £100 |