KENNETH MAURICE WILLIAMS WILL TRUST

Registered charity 1078971 · accounts filings on the Charity Commission register

To distribute income to the Charities stated in the original Trust Deed

Objects

FOR SUCH CHARITY OR CHARITIES AS THE TRUSTEES DECIDE

Area of benefit: NOT DEFINED

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

Causes: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Disability · Animals · Armed Forces/emergency Service Efficiency · Grant history (this charity is a funder) · Get email alerts

Registered contact address: Dorset, South West, England (from the postcode on the register)

Latest income

£339k

Latest spending

£389k

Registered

2000

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity holds total net assets of £8,615,047, comprising investment property valued at £5,897,500 and other investments at £2,709,781. The trustees report that the charity is a low-risk trust with sufficient resources to continue its operations, noting no material uncertainties regarding its ability to continue as a going concern.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Investment income

“Investment income 2 338,829 342,856” — page 11

Per its FY2025 accounts as filed with the Charity Commission.

Reserves policy: Reserves are held for the distributions to the designated charities after the end of the Trust period, which will be in 52 years. (reserves figure: £137k)

“Reserves are held for the distributions to the designated charities after the end of the Trust period, which will be in 52 years.” — page 6

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: Mogers Drewett LLP, a limited liability partnership in which R E Beresford (Trustee) and F G Collins (Trustee) are partners, has been paid legal and professional fees for work performed on behalf of the Trust and is considered to be a related party.

“During the year trust administration fees and property purchase fees totalling £43,019 (2024: £45,016) were incurred from Mogers Drewett LLP, a limited liability partnership in which and R E Beresford and F G Collins are partners.” — page 20

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Albert Goodman LLP. 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.

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
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 05/04/2025

Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
Grant-making is its main activity

Self-declared on the annual return for the financial year ending 05/04/2024

Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
Grant-making is its main activity

Self-declared on the annual return for the financial year ending 05/04/2023

Trustee benefits, answered Yes to: any trustee benefit; payments to trustees for services to the charity
Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

FRANK GEOFFREY COLLINS · trustee of 6 other charities
Rebecca Eleanor Beresford · trustee of 2 other charities

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
05/04/2025	£339k	£389k
05/04/2024	£343k	£401k
05/04/2023	£315k	£344k
05/04/2022	£308k	£592k
05/04/2021	£266k	£107k

Common questions

Is KENNETH MAURICE WILLIAMS WILL TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity holds total net assets of £8,615,047, comprising investment property valued at £5,897,500 and other investments at £2,709,781. The trustees report that the charity is a low-risk trust with sufficient resources to continue its operations, noting no material uncertainties regarding its ability to continue as a going concern. Its FY2025 accounts were audited by Albert Goodman LLP.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE CATHARINE MARY SCOTT-SMITH WILL TRUST.

THE CATHARINE MARY SCOTT-SMITH WILL TRUST income £146k
THE WILLIAMS CHARITABLE TRUST income £92k
JAMES WILLIAMS TRUST income £46k
WILLIAMSON TRUST income £727k
THE WHINBANK TRUST income £26k
THE CHARITY OF WILLIAM WILLIAMS income £596k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
KENNETH MAURICE WILLIAMS WILL TRUST	£339k	—	unclear	—	no doubt
THE CATHARINE MARY SCOTT-SMITH WILL TRUST FY2025	£146k	—	unclear	—	no doubt
THE WILLIAMS CHARITABLE TRUST FY2026	£92k	—	unclear	—	no doubt
JAMES WILLIAMS TRUST FY2025	£46k	—	unclear	—	no doubt
WILLIAMSON TRUST FY2025	£727k	—	above	—	no doubt
THE WHINBANK TRUST FY2026	£26k	—	unclear	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.