THE LATE GWYNETH MON WILLIAMS CHARITABLE TRUST

Registered charity 1096358 · accounts filings on the Charity Commission register

Trustees Do Not accept any unsolicited applications

Objects

TO APPLY THE INCOME AND ALL OR SUCH PARTS OF THE CAPITAL AT SUCH TIME OR TIMES AND IN SUCH MANNER TO OR FOR THE BENEFIT OF SUCH EXCLUSIVELY CHARITABLE OBJECTS AND PURPOSES IN ANY PART OF THE WORLD AS MY TRUSTEES MAY IN THEIR ABSOLUTE DISCRETION THINK FIT

Area of benefit: WORLDWIDE

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 · Grant history (this charity is a funder) · Get email alerts

Registered contact address: Winchester, South East, England (from the postcode on the register)

Latest income
£135k
Latest spending
£161k
Registered
2003
Accounts read
FY2025

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.

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

What the accounts disclose

Largest income source: Investment income (100% of income)
“The fund generated investment income of £109,278 (2024: £83,318) in the year to fund its charitable activities.”
Per its FY2025 accounts as filed with the Charity Commission.
Reserves policy: It is not the policy of the charity to maintain specific reserves. (reserves figure: £33k)
“It is not the policy of the charity to maintain specific reserves.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: The Corporate Trustee (Ludlow Trust Company) and Investment Manager (HSBC UK Bank Plc) are subsidiaries of HSBC Holdings plc. The charity pays transaction charges to HSBC Bank plc for investment sales/purchases.
“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
Per its FY2025 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.

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 29/04/2025

  • 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

  • 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

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
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

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
VENDQUOT LIMITED1£6k
SUICIDE & CO1£5k
ABG TRUST FUND1£4k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE LIONEL WIGRAM MEMORIAL TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE LATE GWYNETH MON WILLIAMS CHARITABLE TRUST£135k—0no_policy—no doubt
THE LIONEL WIGRAM MEMORIAL TRUST FY2025£101k—0unclear—no doubt
THE GWENETH MOXON CHARITABLE TRUST FY2026£43k—0unclear—no doubt
THE MARGARET GLADYS GRIMES CHARITABLE TRUST FY2025£27k—0above—no doubt
THE LEONARD CHADWICK CHARITABLE TRUST FY2025£47k—0unclear—no doubt
THE FORT TRUST FY2026£29k—0above—no doubt

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