SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST
Trustees' Report and Financial Statements will follow by post
Objects
(1) THE OBJECTS OF THE CHARITY ARE, FOR THE BENEFIT OF THE PUBLIC:(A) TO ADVANCE EDUCATION THROUGH:I. THE PROVISION OF A SITE IN ROCHESTER FOR THE SCHOOL; ANDII. FURTHERING THE EDUCATION OF BENEFICIARIES ATTENDING THE SCHOOL CONDUCTED ON THE CHARITY’S PROPERTY BY THE AWARD OF PRIZES (OR OTHER SUITABLE REWARD); AND III. GIVING GRANTS, BURSARIES OR OTHER PAYMENTS TO BENEFICIARIES WHO ARE IN NEED OF FINANCIAL ASSISTANCE (OR TO EDUCATIONAL INSTITUTIONS ATTENDED BY SUCH BENEFICIARIES); AND IN PROVIDING FINANCIAL OR OTHER ASSISTANCE TO SUCH BENEFICIARIES TO ASSIST THEIR ENTRY INTO A PROFESSION, TRADE OR CALLING OR TO ENABLE THEM TO TRAVEL ABROAD TO PURSUE THEIR EDUCATION; AND(B) TO PROVIDE AND SUPPORT EDUCATIONAL, RECREATIONAL OR ANCILLARY FACILITIES AND SERVICES FOR THE BENEFIT OF THE BENEFICIARIES AND THE INHABITANTS OF THE AREA OF BENEFIT
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.”
Policies the charity declares
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Investing charity funds policy and procedures
- Investment
- Trustee conflicts of interest policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/08/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/08/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 31/08/2023
- Grant-making is its main activity
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 | FY2021 | £61k | |
| 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 JG CHARITABLE TRUST
- BRIAN WILSON CHARITABLE TRUST
- WILLIAMSON TRUST
- THE JULIUS SILMAN CHARITABLE TRUST
- THE JOSEPH CHARITABLE TRUST
- H M SASSOON 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 JG CHARITABLE TRUST | £173k | — | 0 | unclear | — | no doubt |
| BRIAN WILSON CHARITABLE TRUST | £126k | — | 0 | above | — | no doubt |
| WILLIAMSON TRUST | £727k | — | 0 | above | — | no doubt |
| THE JULIUS SILMAN CHARITABLE TRUST | £32k | £4,000 | 0 | unclear | — | no doubt |
| THE JOSEPH CHARITABLE TRUST | £505k | — | 0 | unclear | — | no doubt |