The Joanna Herbert Stepney Charitable Settlement Also Known As the Paget Charitable Trust

Analysis

The Joanna Herbert Stepney Charitable Settlement Also Known As the Paget Charitable Trust is a registered charity in England and Wales, based in Farnham. It was registered in April 1987, 39 years ago. Its declared purposes cover general charitable purposes, education/training, the prevention or relief of poverty and overseas aid/famine relief, which this site groups under poverty relief. Legally it is a charitable trust. It says it makes grants to organisations and other charitable activities.

In the financial year ending April 2025, The Joanna Herbert Stepney Charitable Settlement Also Known As the Paget Charitable Trust reported income of £258k and spending of £266k, spending 103% of its income. Across the 5 years on record, from April 2021 to April 2025, income grew from £200k to £258k (+29%), an average of +6.5% a year. The sharpest change came in the year to April 2023, when income rose by 85%. Over the whole period it spent 119% of the income it received.

Among 15,276 England and Wales charities whose main cause is poverty relief and that reported income, The Joanna Herbert Stepney Charitable Settlement Also Known As the Paget Charitable Trust sits at the 80th percentile: it is larger than about 80% of them. Against every charity in England and Wales with reported income it ranks in the 84th percentile. Charities of a similar size with the same main cause include Chicksand Citizens Forum Limited (£257k), Trade Aid (£258k) and The Newmarket Charitable Foundation (£257k).