SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST
Trustees' Report and Financial Statements will follow by post
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £736,370, which is above the trustees' stated policy target of not falling below £20,000. The charity reported a net income of £197,841 for the year, driven by investment gains, and confirmed it has adequate resources to continue as a going concern.
What the accounts disclose
“Income from listed investments 141,758” — page 13
“the Trustees’ policy is that they should not fall below £20,000.”
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?
Per its FY2025 accounts: The accounts state that unrestricted reserves stood at £736,370, which is above the trustees' stated policy target of not falling below £20,000. The charity reported a net income of £197,841 for the year, driven by investment gains, and confirmed it has adequate resources to continue as a going concern. Its FY2025 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 | Purpose (as stated by the funder) |
|---|---|---|---|
| SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST | FY2025 | £90k | |
| SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST | FY2023 | £62k | Grants paid to Sir Joseph Williamson's Mathematical School |
| SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST | FY2022 | £31k | |
| RICHARD WATTS AND THE CITY OF ROCHESTER ALMSHOUSE CHARITIES | FY2021 | £100 | |
| RICHARD WATTS AND THE CITY OF ROCHESTER ALMSHOUSE CHARITIES | FY2022 | £100 | Grant |
Charities like this
- THE A M CHARITABLE TRUST
- TOBY AND REGINA WYLES CHARITABLE TRUST
- H & T CLIENTS CHARITABLE TRUST
- SUMNER WILSON CHARITABLE TRUST
- THE BOTHWELL CHARITABLE TRUST
- THE KRISTINA MARTIN CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST | £187k | — | 0 | unclear | — | no doubt |
| THE A M CHARITABLE TRUST | £157k | — | 0 | unclear | — | no doubt |
| TOBY AND REGINA WYLES CHARITABLE TRUST | £449k | — | 0 | unclear | — | no doubt |
| H & T CLIENTS CHARITABLE TRUST | £919k | — | 0 | unclear | — | no doubt |
| SUMNER WILSON CHARITABLE TRUST | £136k | — | 0 | above | — | no doubt |
| THE BOTHWELL CHARITABLE TRUST | £145k | — | 0 | unclear | — | no doubt |