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

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.

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Activities & Mission

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.

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Local Authority

Region

Financial Information

Latest Income
£257,626
Latest Expenditure
£265,738

Financial Efficiency

Overall Efficiency 103.1%
% of expenditure going to programs (vs overhead)
Expenditure Ratio 103.1%
Expenditure as % of income

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025
£257,626
£265,7380 / 0
2024
£228,702
£237,9700 / 0
2023
£356,416
£253,4200 / 0
2022
£192,337
£309,6790 / 0
2021
£200,270
£404,5440 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about The Joanna Herbert Stepney Charitable Settlement Also Known As The Paget Charitable Trust

What does The Joanna Herbert Stepney Charitable Settlement Also Known As The Paget Charitable Trust do?

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.

How much income did The Joanna Herbert Stepney Charitable Settlement Also Known As The Paget Charitable Trust report in 2025?

The Joanna Herbert Stepney Charitable Settlement Also Known As The Paget Charitable Trust reported total income of £258k and reported expenditure of £266k for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

When was The Joanna Herbert Stepney Charitable Settlement Also Known As The Paget Charitable Trust registered as a charity?

The Joanna Herbert Stepney Charitable Settlement Also Known As The Paget Charitable Trust was registered with the Charity Commission for England and Wales on 2 April 1987 as charity number 327402. It has been registered for 39 years.

Who runs The Joanna Herbert Stepney Charitable Settlement Also Known As The Paget Charitable Trust?

The Joanna Herbert Stepney Charitable Settlement Also Known As The Paget Charitable Trust is governed by a board of 4 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does The Joanna Herbert Stepney Charitable Settlement Also Known As The Paget Charitable Trust operate?

The Joanna Herbert Stepney Charitable Settlement Also Known As The Paget Charitable Trust operates across 2 areas: Leicestershire and London.

Is The Joanna Herbert Stepney Charitable Settlement Also Known As The Paget Charitable Trust a registered charity?

Yes — The Joanna Herbert Stepney Charitable Settlement Also Known As The Paget Charitable Trust is a registered charity in England and Wales, charity number 327402.

Details

Address
THE OLD VILLAGE STORES
DIPPENHALL STREET
CRONDALL
FARNHAM
GU10 5NZ
Registration Date
2 April 1987
Status
Registered

Registry Information

Organisation Number
327402
Charity Number
327402

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Other notable Charitable activities charities

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Trustees

Andrew Martin Ward
JOANNA CECIL HERBERT-STEPNEY
Also governs 2 other charities
Mark Stephen Dutton
Vivienne Moira Matravers

Sectors & Classifications

Also Known As

  • Paget Trust

Data & trust

Register data refreshed
14 May 2026
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