THE LATE GWYNETH MON WILLIAMS CHARITABLE TRUST
Financial health, per its FY2025 accounts
The accounts state that the charity held free reserves of £32,616 at the end of the period, an increase from £20,053 the previous year. Per the trustees' report, the charity generated £109,278 in investment income but spent £119,026 on charitable activities, resulting in a net decrease in unrestricted cash funds. The charity maintains a significant endowment fund valued at £3,702,457 to support future activities.
What the accounts disclose
“It is not the policy of the charity to maintain specific reserves.” — page 5
“During the year under review, the Corporate Trustee, formerly (see page 1) HSBC Trust Company (UK) Limited, was a wholly owned subsidiary of HSBC Holdings plc. The Investment Manager, HSBC UK Bank Plc, is also a wholly owned subsidiary of HSBC Holdings plc. In addition to the fees shown on page 5, as a result of the acquisition and disposal of investments, the charity pays transaction charges to HSBC Bank plc.” — page 5
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 29/04/2025 | £135k | £161k |
| 05/04/2024 | £83k | £129k |
| 05/04/2023 | £80k | £128k |
| 05/04/2022 | £78k | £167k |
| 05/04/2021 | £86k | £84k |
Common questions
Is THE LATE GWYNETH MON WILLIAMS CHARITABLE TRUST financially healthy?
The accounts state that the charity held free reserves of £32,616 at the end of the period, an increase from £20,053 the previous year. Per the trustees' report, the charity generated £109,278 in investment income but spent £119,026 on charitable activities, resulting in a net decrease in unrestricted cash funds. The charity maintains a significant endowment fund valued at £3,702,457 to support future activities. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| DEBMAR BENEVOLENT TRUST LIMITED | 1 | £190k |