WILLIAM HEATHER WILL TRUST

Registered charity 1067916 · accounts filings on the Charity Commission register

The Trust makes grants to individuals or organisations for medical/health/sickness needs.

Objects

THE TRUSTEES SHALL APPLY THE INCOME OR PROPERTY OF THE CHARITY AS AFORESAID FOR THE PURPOSE OF RELIEVING IN CASES OF NEED PERSONS WHO, THROUGH THE EFFECTS OF AGE OR OTHERWISE, ARE SICK, CONVALESCENT, DISABLED, HANDICAPPED BY PROVIDING OR PAYING FOR ITEMS OR FACILITIES WHICH ARE CALCULATED TO ALLEVIATE THE SUFFERING OR ASSISTS THE RECOVERY OF SUCH PERSONS IN SUCH CASES BUT ARE NOT READILY AVAILABLE TO THEM FROM OTHER SOURCES.

Area of benefit: WEST SUSSEX AND HAMPSHIRE

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: The Advancement Of Health Or Saving Of Lives · Get email alerts

Latest income

£52k

Latest spending

£61k

Registered

1998

Accounts read

FY2024

Financial health, per its FY2024 accounts

The accounts state that unrestricted funds totalled £1,188,303 at the end of the year, with a net movement in funds of £49,003. The Trustees maintain a reserves policy of 18 months' expenditure and confirm that this level has been maintained throughout the year. The charity is exempt from tax and its activities are carried out by volunteers.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: 18 months expenditure (held: £1.2m)

“It is the policy of the Trust that unrestricted funds which have not been designated for a specific use should be maintained at a level equivalent to 18 months expenditure.” — page 7

Per its FY2024 accounts as filed with the Charity Commission.

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

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Trustees · trustee networks

Dr James Hugh Macalister Horne BM BChchair · trustee of 1 other charity
DR ANDREW HOPKIRK · trustee of 1 other charity
Dr Nalini Rangesh · trustee of 2 other charities
Jonathan Keith Fife · trustee of 1 other charity
Jonathon Richard Culley · trustee of 1 other charity
Margaret Anne Jones · trustee of 1 other charity
Rosemary Richardson · trustee of 1 other charity
Sandra A Evans

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

Operates in: Hampshire · Surrey · West Sussex

Income and spending

Financial year end	Income	Spending
31/12/2024	£52k	£61k
31/12/2023	£49k	£130k
31/12/2022	£53k	£39k
31/12/2021	£51k	£23k
31/12/2020	£50k	£31k

Common questions

Is WILLIAM HEATHER WILL TRUST financially healthy?

Per its FY2024 accounts: The accounts state that unrestricted funds totalled £1,188,303 at the end of the year, with a net movement in funds of £49,003. The Trustees maintain a reserves policy of 18 months' expenditure and confirm that this level has been maintained throughout the year. The charity is exempt from tax and its activities are carried out by volunteers. Its FY2024 accounts were independently examined.