Finance Score: -1

Governance Score: 6

Support Score: 0

Spending falling: -1
No PartB

Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 5

SIR JOSEPH WILLIAMSON'S CHARITABLE TRUST

Trustees' Report and Financial Statements will follow by post

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/08/23	£228	£113	£116	n/a	n/a	n/a	n/a	n/a
31/08/22	£187	£89	£98	n/a	n/a	n/a	n/a	n/a
31/08/21	£182	£114	£69	n/a	n/a	n/a	n/a	n/a
31/08/20	£189	£160	£29	n/a	n/a	n/a	n/a	n/a
31/08/19	£189	£181	£7	n/a	n/a	n/a	n/a	n/a
31/08/18	£189	£181	£7	£0	£0	£0	n/a	0
31/08/17	£177	£293	£-116	£0	£0	£0	n/a	0
31/08/16	£193	£100	£93	£0	£0	£0	n/a	0
31/08/15	£172	£83	£89	£0	£0	£0	n/a	0
31/08/14	£141	£129	£12	£0	£0	£0	n/a	0
31/08/13	£125	£99	£26	£0	£0	£0	n/a	0
31/08/12	£110	£144	£-34	£0	£0	£0	n/a	0
31/08/11	£104	£143	£-40	£0	£0	£0	n/a	0
31/08/10	£130	£77	£54	£0	£0	£0	n/a	0
31/08/09	£119	£54	£65	£0	£0	£0	n/a	0
31/08/08	£117	£65	£52	£0	£0	£0	n/a	0
31/08/07	£105	£48	£57	£0	£0	£0	n/a	0
31/08/06	£106	£56	£50	£0	£0	£0	n/a	0
31/08/05	£99	£162	£-63	£0	£0	£0	n/a	0
31/08/04	£102	£51	£51	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 37 years

david.routledge@me.com

01634574527

Charity Commission for England and Wales

Listed activities

Amateur Sport
Education/Training

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Medway,

Who it helps

Children/Young People

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

Based on 5/6 persons

IAN MCLEOD Appointed: 2016

MICHAEL DODD Appointed: 2016

SHIRLEY ANNE GURTEEN Appointed: 2023

STEPHANIE MARY BRIVIO OBE Appointed: 2023

RUSSELL JOHN RACE (Chair) Appointed: 2014, Other trusteeships: THE WARDENS AND ASSISTANTS OF ROCHESTER BRIDGE IN THE COUNTY OF KENT, JUBILEE MASTER'S LODGE NO 2712 BENEVOLENT FUND, THE LONDON GRAND RANK ASSOCIATION HERITAGE AND EDUCATIONAL TRUST, ROCHESTER GRAMMAR SCHOOL FOR GIRLS CHARITY, THE LIBRARY AND MUSEUM CHARITABLE TRUST OF THE UNITED GRAND LODGE, THE JUBILEE MASTERS LODGE CENTENARY TRUST, KENT COMMUNITY FOUNDATION,

THE VERY REV. DR. PHILIP JOHN HESKETH Appointed: 2014, Occupation: Dean Of Rochester, Other trusteeships: THE ROCHESTER DIOCESAN SOCIETY AND BOARD OF FINANCE, THE ROCHESTER CATHEDRAL TRUST, BISHOP OF ROCHESTERS FUND FOR MISSION, KING'S SCHOOL, ROCHESTER,

Legal constitution

Charity registered in England & Wales on 17/03/1987, number: 296368

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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

Filing Record

20 returns made; all on time

Main office

1 Maynard Place
CHATHAM
ME5 7HD

Objectives

(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

Defined Area of Benefit:

ROCHESTER

Data Sources