THE LATE GWYNETH MON WILLIAMS CHARITABLE TRUST
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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
“The fund generated investment income of £109,278 (2024: £83,318) in the year to fund its charitable activities.”
“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?
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. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| DEBMAR BENEVOLENT TRUST LIMITED | 1 | £314k |
Charities like this
- THE WILLIAM LEECH FOUNDATION LIMITED - THE CHARITY TRUST
- THE THOMPSON FAMILY CHARITABLE TRUST
- THE WYNDHAM CHARITABLE TRUST
- THE WILLIAMS CHARITABLE TRUST
- THE TOMLINSON FAMILY CHARITABLE TRUST
- THE GATSBY CHARITABLE FOUNDATION
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE LATE GWYNETH MON WILLIAMS CHARITABLE TRUST | £135k | — | 0 | no_policy | — | no doubt |
| THE WILLIAM LEECH FOUNDATION LIMITED - THE CHARITY TRUST | £120k | — | 0 | below | — | no doubt |
| THE THOMPSON FAMILY CHARITABLE TRUST | £6.3m | — | 0 | unclear | — | no doubt |
| THE WYNDHAM CHARITABLE TRUST | £124k | — | 0 | unclear | — | no doubt |
| THE WILLIAMS CHARITABLE TRUST | £92k | — | 0 | unclear | — | no doubt |
| THE TOMLINSON FAMILY CHARITABLE TRUST | £284k | — | 0 | below | — | no doubt |