THE JOANNA HERBERT STEPNEY CHARITABLE SETTLEMENT ALSO KNOWN AS THE PAGET CHARITABLE TRUST

Registered charity 327402 · accounts filings on the Charity Commission register · also known as PAGET TRUST

The activities of the Trust comprise the rental of land and property and the management of an investment portfolio. All assets are held in order to provide funds for donations. The management of the assets is undertaken by agents on behalf of the Trustees and under their instruction.

Causes: General Charitable Purposes · Education/training · The Prevention Or Relief Of Poverty · Overseas Aid/famine Relief · Animals · Environment/conservation/heritage · Grant history (this charity is a funder) · Get email alerts

Latest income

£258k

Latest spending

£266k

Registered

1987

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that total funds increased to £13,070,553, driven by a net movement in funds of £119,993 despite investment losses. The charity holds no free reserves, with unrestricted income fund balances at £48,016, while the expendable endowment fund holds £13,022,537. The trustees confirm the charity remains a going concern based on discretionary expenditure and asset management.

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

What the accounts disclose

Reserves position: below the charity's own stated reserves policy (held: £48k; policy: sufficient to derive an annual income to enable a continuing level of support to be provided to a wide range of charitable causes and also have sufficient resource to enable the capital assets to be maintained in a good state of repair)

“At the year end the trustees held free reserves of nil (2024: nil).” — page 5

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

Andrew Martin Ward
JOANNA CECIL HERBERT-STEPNEY · trustee of 2 other charities
Mark Stephen Dutton
Vivienne Moira Matravers

Trustee list from the Charity Commission register (current, not historical).

Operates in: Leicestershire · Throughout London

Income and spending

Financial year end	Income	Spending
05/04/2025	£258k	£266k
05/04/2024	£229k	£238k
05/04/2023	£356k	£253k
05/04/2022	£192k	£310k
05/04/2021	£200k	£405k

Common questions

Is THE JOANNA HERBERT STEPNEY CHARITABLE SETTLEMENT ALSO KNOWN AS THE PAGET CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that total funds increased to £13,070,553, driven by a net movement in funds of £119,993 despite investment losses. The charity holds no free reserves, with unrestricted income fund balances at £48,016, while the expendable endowment fund holds £13,022,537. The trustees confirm the charity remains a going concern based on discretionary expenditure and asset management. Its FY2025 accounts were independently examined.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE CHARLOTTE HEBER-PERCY CHARITABLE TRUST.

THE CHARLOTTE HEBER-PERCY CHARITABLE TRUST income £275k
PAGET C.I.O. income £135k
THE PG & NJ BOULTON TRUST LIMITED income £202k
ENGLISH HOLDINGS CHARITABLE TRUST income £398k
THE WILLIAMS CHARITABLE TRUST income £92k
THE PELL CHARITABLE TRUST income £249k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE JOANNA HERBERT STEPNEY CHARITABLE SETTLEMENT ALSO KNOWN AS THE PAGET CHARITABLE TRUST	£258k	—	below	—	no doubt
THE CHARLOTTE HEBER-PERCY CHARITABLE TRUST FY2025	£275k	—	unclear	—	no doubt
PAGET C.I.O. FY2025	£135k	—	unclear	—	no doubt
THE PG & NJ BOULTON TRUST LIMITED FY2025	£202k	—	unclear	—	no doubt
ENGLISH HOLDINGS CHARITABLE TRUST FY2025	£398k	—	unclear	—	no doubt
THE WILLIAMS CHARITABLE TRUST FY2026	£92k	—	unclear	—	no doubt

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