The Joanna Herbert Stepney Charitable Settlement

Registered charity 327402 · since 1987·United Kingdom·Updated 30 October 2026

At a glance

£144k

Annual giving, year to 5 April 2025

From filed accounts

Open to applications

Rolling, no deadlines · unsolicited applications welcome

Key takeaways

The trust's purposes are broad and it gives at the trustees' discretion, so your request needs to show clearly how your work delivers public benefit, which the trustees research before making any donation.
Its stated geographic focus is the UK, and the annual report gives annual giving of £143,500, so any request should be a sum that fits within that total.
Applications are accepted on a rolling basis, so you can apply at any time, and other charities apply in the usual way.
The annual report does not say how competitive giving is or whether contact before applying helps, and they state no exclusions or eligibility limits.

Overview

The Joanna Herbert Stepney Charitable Settlement is a charity registered with the Charity Commission for England and Wales (charity number 327402).

The Joanna Herbert Stepney Charitable Settlement is a charity registered with the Charity Commission for England and Wales. It applies its income and capital for charitable purposes and makes donations to charitable institutions. Its activities are renting land and property and managing an investment portfolio, with all its assets held to provide funds for donations. The annual report gives its annual giving as £143,500.

What they fund

Profile based on the charity's Charity Commission register entry and annual report (year to 5 April 2025) only: no website or other web source for the charity was found. Every statement is checked against them. Sources read on 30 October 2026.

Priority Areas

The trust makes donations to charitable institutions and considers applications from other charities individually on their merits. Its charitable purposes are broad: trustees may support such charitable purposes and institutions as they think fit, at times and in ways they choose. The institutions it supports work across a multitude of different causes, with recipients ranging from UK-based to overseas. Before making a donation, trustees research each application to ensure it is for public benefit. Its giving is discretionary and case-by-case, with the trustees determining which charitable purposes and institutions to support.

Geographic Focus

UK.

How to apply

Other charities apply. The trustees consider each application on its individual merits and research it to ensure public benefit before making a donation.

Where they fund

Where it says it funds

United Kingdom

Similar funders

Funders supporting work similar to The Joanna Herbert Stepney Charitable Settlement.

The Mishcon Family Charitable TrustNo public processGave £82,200 The Bothwell Charitable TrustInvitation onlyGave £275k The William Allen Young Charitable TrustRollingGave £748k Eversheds Sutherland (International) Charitable TrustNo public processGave £585k The Lister Charitable TrustRollingGave £334k Andrew Anderson TrustRollingGave £426k The Margarethe Charitable TrustNo public processGave £16,866 Langdale TrustRollingGave £200k Colonel W H Whitbread Charitable TrustNo public processGave £137k The Basil Samuel Charitable TrustNo public processGave £985k

Five years of accounts

Financial year	Income	Expenditure	Grants paid	Accounts document
year to 5 April 2021	£200,270	£404,544	—	Accounts for year to 5 April 2021
year to 5 April 2022	£192,337	£309,679	—	Accounts for year to 5 April 2022
year to 5 April 2023	£356,416	£253,420	—	Accounts for year to 5 April 2023
year to 5 April 2024	£228,702	£237,970	—	Accounts for year to 5 April 2024
year to 5 April 2025	£257,626	£265,738	£143,500	Accounts for year to 5 April 2025

Grants paid, year to 5 April 2025: the accounts do not say whether this is grants awarded or paid.

Figures from the charity’s filed accounts and its register entry. The document icon links to the charity’s entry on the Charity Commission register, where its filed accounts can be found.